104 How the financial experts invest their money, with Brian Portnoy

The Retirement Café Podcast

Have you ever wondered how the financial experts and pundits who advise on how we should invest our money do, indeed, invest their own?

An unprecedented new book from behavioural finance expert and founder of the financial wellness platform Shaping Wealth, Brian Portnoy, and co-founder and chief executive of Ritholtz Wealth Management, Joshua Brown, changes all that.

In ‘How I Invest My Money: Finance Experts Reveal How They Save, Spend and Invest’ 25 high-profile industry experts - including the authors - share the ‘whys’ and ‘hows’ of their investments.

Brian joins me on the podcast to explain how the contributors’ personal stories help reinforce the idea that every situation is unique, and investing is a matter of perspective. Virtually every essayist in the book offers an unapologetic example of investing in something that defies the laws of financial logic, which proves there are many ways to invest and that perspective is key.

With engaging illustrations by previous podcast guest Carl Richards, Brian’s book inspires readers to think creatively about their financial decisions and how money figures in the broader quest of a content life.