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The Geometry of Wealth with Dr. Brian Portnoy

What is the role of money in creating a life of holistic wealth? What does it do well? And where does it fall short? This week, Brian Portnoy, Ph.D., CFA, Director of Investment Education at Virtus Investment Partners, offers us lessons on the difference between experienced and reflective happiness and the strengths of limitations of money as it intersects with meaning.

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#1 / September 25, 2018

What is the role of money in creating a life of holistic wealth? What does it do well? And where does it fall short? This week, Brian Portnoy, Ph.D., CFA, Director of Investment Education at Virtus Investment Partners, offers us lessons on the difference between experienced and reflective happiness and the strengths of limitations of money as it intersects with meaning.

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#1 / September 25, 2018

About Dr. Daniel Crosby

Dr. Daniel Crosby

Dr. Daniel Crosby is a psychologist and behavioral finance expert. His first book, Personal Benchmark: Integrating Behavioral Finance and Investment Management, was a New York Times bestseller. His second book, The Laws of Wealth, was named the best investment book of 2017 by the Axiom Business Book Awards, and his latest work, The Behavioral Investor, is an in-depth look at how sociology, psychology and neurology all impact investment decision-making. Dr. Crosby has also contributed to Living Confidently previously to create our Vision Test and Personality Quiz.

All opinions expressed by Dr. Daniel Crosby and podcast guests are solely their own opinions and do not reflect the opinion of The Guardian Life Insurance Company of America (Guardian) and its affiliates, subsidiaries, employees and agents. This podcast is for informational purposes only and should not be relied upon as a basis for legal, tax and investment decisions, as participants are not undertaking advice for any specific individual or situation. The opinions are based upon information participants consider reliable and Dr. Crosby and Guardian are not responsible for the consequences of any decisions or actions taken because of the information provided. Not all guests are not employees of Guardian or any of its affiliates.  GUARDIAN® and the GUARDIAN G® logo are registered service marks and are used with express permission.  All materials are subject to United States copyright laws.  © 2018 Guardian. 2018-67236 Exp 9/2020