6. The Path to Funded Contentment with Brian Portnoy

Text us to share what you found helpful!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.Connect with us below!Brian Portnoy on LinkedInAshley Quamme on LinkedInVisit Shaping WealthVisit Planning & Beyond