It’s time for another quarterly market update from the Monument Wealth Management team! In this episode of Off the Wall, our lovely co-host Jessica Gibbs has returned from maternity leave. Please help us give her a warm welcome back! For this mid-year review, Jessica and co-host David B. Armstrong are joined by Erin Hay and Nate Tonsager from Monument’s Portfolio Management team.
“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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