Our latest thoughts on minds, markets, and miscellanea.

In this episode of The Active Advisor, host Bryan Moore, ETF Capital Markets Expert at Harbor Capital, is joined by Brian Portnoy, CFA...

The brilliant Neil Bage, co-founder of Shaping Wealth, recently joined Dan Haylett for an episode of the “Humans vs. Retirement” podcast...

“How do I give myself the permission to savor and enjoy what I have today while still being thoughtful and responsible about tomorrow?”...

Empathy is the modern financial advisor's superpower.

In this episode, we sit down with Joy Lere, Co-Founder of Shaping Wealth.

In this episode, Dan and Jim talk to clinical psychologist Dr. Joy Lere about why money can be such an emotional subject to talk about.

Dr. Joy Lere discusses how the mind works, how our beliefs are formed...

The founder of Shaping Wealth explains why the true definition of wealth should be 'funded contentment,' or the ability to live a life of...

This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby speaks with Dr. Brian Portnoy.

Finances are an important piece of wellbeing, but holistic wellbeing also considers your physical, emotional, and spiritual health as well.

Brian Portnoy discusses the importance of funded contentment.

For this 100th episode, Brian joined host Frazer Rice on the Wealth Actually podcast. They talked about the next phase of behavioral...

Brian Portnoy and Neil Bage discuss Funded Contentment with Informed Choice Radio Host, Martin Bamford.