Episode 6– The Path to Funded Contentment

Written By Ashley Quamme, LMFT

Brian Portnoy on LinkedIn

Visit Shaping Wealth

 

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.

 

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Ashley Quamme, LMFT

Ashley works as a Financial Behavior Specialist and Financialt therapist. She is the Founder of Beyond the Plan™ and The Wealthy Marriage.

https://www.beyondthefp.com
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Episode 7– Insights for Navigating the Retirement Revolution
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Episode 5– Considerations for Integrating Financial Psychology into Practice