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S02E02 - Brian Portnoy - How to Shape a Life of Money and Meaning

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Manage episode 353536208 series 3364430
Content provided by Alan Smith. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Alan Smith or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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I’ve described this podcast as being ‘inspired conversations at the intersection of money, business, family, and life’ and none better sum up that complex blend than the one I had recently with Brian Portnoy.

Brian is a coach, consultant, entrepreneur, and author of one of the best books I’ve ever read on all things financial and our behaviour around money. - The Geometry of Wealth.

A recent study confirmed that 73% of people say money is the most stressful factor in life - more stressful than death, politics, or religion - and it’s either the first or second most important issue behind divorce.

As a business owner, you're going to be dealing with money issues every day and if you do have a liquidity event through a business sale or external investment then you need a playbook to help you manage the issues.

This conversation is a highly practical source to help you navigate the uncertain terrain ahead. During the interview, Brian explains:

  • How to define true wealth and how you can define it for yourself
  • A 3-step mental model to help you build a path to achieve it
  • How to consider the question How Much is Enough?

And towards the end of the conversation, he provides a detailed breakdown of a process that every business owner must undertake way before they sell their business or retire - don’t miss that, it’s pure gold.
Links:

The Geometry of Wealth: How To Shape A Life Of Money And Meaning Paperback – 11 Jun. 2018

Shaping Wealth

Your Future Self: How to Make Tomorrow Better Today , Hershfield, Hal - Amazon.com

The Happiness Equation: Want Nothing + Do Anything=have Everything Paperback

Eudaimonia - Wikipedia

This podcast is produced by GR Media
Sponsored by Capital Asset Management

  continue reading

60 episodes

Artwork
iconShare
 
Manage episode 353536208 series 3364430
Content provided by Alan Smith. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Alan Smith or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Send us a text

I’ve described this podcast as being ‘inspired conversations at the intersection of money, business, family, and life’ and none better sum up that complex blend than the one I had recently with Brian Portnoy.

Brian is a coach, consultant, entrepreneur, and author of one of the best books I’ve ever read on all things financial and our behaviour around money. - The Geometry of Wealth.

A recent study confirmed that 73% of people say money is the most stressful factor in life - more stressful than death, politics, or religion - and it’s either the first or second most important issue behind divorce.

As a business owner, you're going to be dealing with money issues every day and if you do have a liquidity event through a business sale or external investment then you need a playbook to help you manage the issues.

This conversation is a highly practical source to help you navigate the uncertain terrain ahead. During the interview, Brian explains:

  • How to define true wealth and how you can define it for yourself
  • A 3-step mental model to help you build a path to achieve it
  • How to consider the question How Much is Enough?

And towards the end of the conversation, he provides a detailed breakdown of a process that every business owner must undertake way before they sell their business or retire - don’t miss that, it’s pure gold.
Links:

The Geometry of Wealth: How To Shape A Life Of Money And Meaning Paperback – 11 Jun. 2018

Shaping Wealth

Your Future Self: How to Make Tomorrow Better Today , Hershfield, Hal - Amazon.com

The Happiness Equation: Want Nothing + Do Anything=have Everything Paperback

Eudaimonia - Wikipedia

This podcast is produced by GR Media
Sponsored by Capital Asset Management

  continue reading

60 episodes

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