Planning & Beyond
6. The Path to Funded Contentment
What is "funded contentment," and how do you live a truly meaningful life? In this episode, we talk with Brian Portnoy, founder of Shaping Wealth, about how true wealth is more than just having lots of money. We also talk about how financial advisors can focus on helping people with their life goals, not just their finances. Finally, we dive into how to have deeper, more meaningful conversations about money and life.
Connect with us below!
- Brian Portnoy on LinkedIn
- Ashley Quamme on LinkedIn
- Visit Shaping Wealth
Visit Planning & Beyond
What is "funded contentment," and how do you live a truly meaningful life? In this episode, we talk with Brian Portnoy, founder of Shaping Wealth, about how true wealth is more than just having lots of money. We also talk about how financial advisors can focus on helping people with their life goals, not just their finances. Finally, we dive into how to have deeper, more meaningful conversations about money and life.
Connect with us below!
- Brian Portnoy on LinkedIn
- Ashley Quamme on LinkedIn
- Visit Shaping Wealth
Visit Planning & Beyond