Webinar recording from April 21, 2020
Presenter: Brian Portnoy
- Download accompanying slides (PPTX: 13 MB)
This webinar addresses how even under the best of circumstances, making decisions about money is difficult. Our brains evolved many eons ago and are not ideally wired to navigate a modern world marked by extreme complexity and boundless information. Introduce a global crisis into the mix and much can go haywire. Nonetheless, in any crisis there are the makings of opportunity for repair and growth. The current crisis provides the chance to not just reexamine the decisions we’ve made but make better ones going forward. In this talk, we will review various aspects of “money life” – including investing, saving, spending, and giving – and suggest best practices for each. We will recognize that sometimes “simple” advice is not easy to follow, thanks in part to the mismatch between our old world brains and new world markets. Finance is intimidating for a reason. We’re not so much “irrational” as we are normal. Because better financial decisions can only be made within a broader discussion of purpose and what’s really important, we will frame our discussion around the true definition of wealth, which is the ability to underwrite a meaningful life.
Brian Portnoy, Ph.D., CFA, is the founder of Shaping Wealth, a financial wellness consultancy, and the author of two bestselling books, The Geometry of Wealth and The Investors Paradox. As an expert in behavioral finance, he has served as keynote speaker, seminar leader, and coach to thousands of investors on topics ranging from portfolio strategy to the nexus of money and happiness. Brian has held senior investment and education roles throughout the hedge fund and mutual fund industries. Brian went to college at Michigan and earned his doctorate at the University of Chicago.
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