YOLO is BS, and Investing as just one Dimension of Wealth with Brian Portnoy of Shaping Wealth - a podcast by RCM Alternatives

Will the real Portnoy please stand up? This week's guest may not be rating pizzas worldwide in one bite, but he is an expert at simplifying the complex world of money — we're sitting down with the one and only Brian Portnoy, Ph.D., CFA. Brian(@brianportnoy) is the founder of Shaping Wealth, a coaching and content platform inspiring financial well-being globally. He also has multiple bestselling books on the psychology of money, most notably The Geometry of Wealth (which has been published in 8 different languages.)

For this interesting chat, Jeff and Brian dive into YOLOers needing to take some form of agency, where Crypto falls in the 7 dimensions of money life, behavioral conversations (rich vs. wealthy), Financial literacy, the happiness equation, investment expectations, and so much more! Plus, we get exclusive insight into how Brian is "Shaping Wealth" — SEND IT!

Chapters:

00:00-01:49 = Intro

01:50-08:00 = The Real Portnoy

08:01-20:06 = Taking some form of Agency & Does Crypto fall into the 7 Dimensions of money life?

20:07-36:36 = Behavioral conversations, Rich vs Wealthy: the Geometry of Wealth & Achieving funded contentment

36:37-46:59 = Youth financial literacy & Behavioral bias with institutional investors

47:00-01:02:10 = The happiness equation, Investment expectations & Offense vs Defense investing

01:02:11-01:08:43 = Behavioral framework

Follow along with Brian on Twitter @brianportnoy and for more information on Shaping Wealth, please visit shapingwealth.com

Check out Brian's book, The Geometry of Wealth

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Disclaimer: This podcast is provided for informational purposes only and should not be relied upon as legal, business, or tax advice. All opinions expressed by podcast participants are solely their own opinions and do not necessarily reflect the opinions of RCM Alternatives, their affiliates, or companies featured. Due to industry regulations, participants on this podcast are instructed not to make specific trade recommendations, nor reference past or potential profits. And listeners are reminded that managed futures, commodity trading, and other alternative investments are complex and carry a risk of substantial losses. As such, they are not suitable for all investors. For more information, visit www.rcmalternatives.com/disclaimer

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