No matter the lifestyle, accent, politics, or favorite sports team, everyone I meet wants to take care of their families, remain or get healthy, be generous to others, enjoy their hobbies, and excel at work.
All these concerns are connected to the biggest question of all: Am I going to be okay? The question—not explicitly about money, but one which stubbornly sits in its shadow—is posed by everyone from the ultra-wealthy to the just-getting-by, from the retiree to the just-getting-started.
These words set the stage for Brian Portnoy’s book, The Geometry of Wealth: How to Shape a Life of Money and Meaning. These remarks also set the foundation for an in-depth conversation with Brian, which also included key thoughts and takeaways from his latest book, How I Invest My Money.
Brian lays out his three-step process, visually represented by a circle, triangle, and square for supporting your money life. While a meaningful life, the “stuff of funded contentment,” is characterized by what he calls the “Four C’s.”
We also discuss experienced happiness, which comes and goes, vs. reflective happiness, which requires work. This led us into a conversational piece on how powerful a mindset shift can be within your personal and financial life. However, we couldn’t necessarily identify the absolute trigger that can cause a mindset shift actually to happen. I tend to believe that life transitions are a significant factor in a mindset shift, which can be predicted at times, and other times not.
I strongly encourage you to give Brian’s book a read and be sure to check out the other resources we discussed during our talk.
Please enjoy my conversation with Brian Portnoy.