Brian Portnoy, Ph.D., CFA is currently the Director of Investment Education at Virtus Investment Partners. A U.S. based asset management and owner of the website Shaping Wealth. Brian Portnoy has spent the last 25 years as an educator, investor, and strategist. As an educator, he writes a lot of content, mostly on the field of behavioral finance and he travels around the world to give talks on the same subject.

We spoke about his two books, The Investor’s Paradox and The Geometry of Wealth, where he tackles the challenges of not only making better investment decisions but also how money figures into a joyful life.

The Geometry of Wealth Brian tries to answer the question of how does money figure into a happy life. First of all, Brian highlights the distinction between being rich and being wealthy. Then he uses geometrical figures, a circle, triangle, and square help us to visualize how we adapt to evolving circumstances, set clear priorities, and find empowerment in simplicity.

Related Posts

1. 053 Peter Lazaroff, CFA; Making Money Simple
2. 052 Jonathan Clements, How to get the most happiness out of your money
3. 051 Samantha Shorkey; Vegan bodybuilder and entrepreneur

Connect with me

I would love it if you connect with me via social. You can find me on Facebook, Twitter, LinkedIn, and YouTube.