Are tariffs the problem or just a symptom? Recent tariff announcements are stirring up uncertainty. What does that mean for inflation, economic growth, and investor sentiment? In this episode of Off the Wall, hosts Jessica Gibbs, CFP®, and David B. Armstrong, CFA, are joined by Monument Wealth Management’s Portfolio Management team Erin M. Hay, CFA, CMT®, and Nate W. Tonsager, CIPM® to address the biggest market headlines in the first quarter of 2025.
“Rich” is a number, “wealth” is a mindset.
Dr. Brian Portnoy, one of the world’s leading experts on the psychology of money, joins the podcast to discuss his book The Geometry of Wealth: How To Shape a Life of Money and Meaning. Brian explains how money fits into your happiness and the life you want to lead (not the other way around)—it’s what he calls “funded contentment.” Brian also answers the big questions: Does money buy happiness? And how do you strike the balance between more and enough?
Learn more about Brian and his company Shaping Wealth, which creates behavioral content and courses for financial advisors and employers looking to help clients achieve financial wellbeing, at www.shapingwealth.com. And follow him on Twitter @BrianPortnoy.
Are you looking for clarity, conviction and unfiltered advice about your wealth?
You’ve come to the right place.
Please see important podcast disclosure information at https://monumentwealthmanagement.com/disclosures.
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