Searching for the Soul of Wealth with Brian Portnoy

Searching for the Soul of Wealth with Brian Portnoy

Brian Portnoy, best-selling author and founder of Shaping Wealth, joins The Express to talk about how financial planning is evolving to become more holistic, and how we are rethinking our definitions of wealth. Plus, 2023 gave investors just about all we could handle, so what's in store for the new year? We look around the bend at what's on the tracks in 2023. LINKS FOR SHOW NOTES https://pitchbook.com/news/articles/merger-acquisition-deal-global-trends-q3-2022 https://www.investopedia.com/surveying-the-investor-landscape-for-2023-6835785 www.spglobal.com/marke...960244 www.investopedia.com/terms/c/capitulation.asp https://www.shapingwealth.com/ https://www.amazon.com/stores/Brian-Portnoy/author/B00E9B8W74 Learn more about your ad choices. Visit podcastchoices.com/adchoices

Episoder(292)

How to Invest in a Softening Economy, and Financial Literacy for Kids

How to Invest in a Softening Economy, and Financial Literacy for Kids

Kenny Polcari climbs back aboard to discuss what a slowdown in hiring means for the U.S. economy and the stock market. And, how young is too young to teach kids financial literacy? Courtney Hale, the ...

7 Sep 202129min

Charting the Next Moves for Stocks and Cryptocurrencies

Charting the Next Moves for Stocks and Cryptocurrencies

Katie Stockton of Fairlead Strategies joins The Express to go inside the most important charts and trends underlying global stocks, Bitcoin and other securities, and shows us where the strengths and w...

30 Aug 202129min

The Greatest Risks Facing the Global Economy

The Greatest Risks Facing the Global Economy

Ian Bremmer, best-selling author and founder of the Eurasia Group, joins the show to discuss the greatest risks facing the recovery, the biggest surprises so far, and what he’s optimistic about for th...

23 Aug 202132min

How to Manage Sudden Wealth Syndrome

How to Manage Sudden Wealth Syndrome

Joe McLean, financial advisor to professional athletes, celebrities, and executives, explains the biggest mistakes the suddenly wealthy make, and how to manage your financial life if and when you get ...

16 Aug 202129min

Myth-busting the Oldest Rules in Investing

Myth-busting the Oldest Rules in Investing

Nick Maggiulli, the blogger behind Of Dollars and Data, joins the show to break apart some of the oldest and most popular rules for investing, and offers age-less advice for younger investors who are ...

9 Aug 202126min

Robinhood's IPO and the Future of Trading

Robinhood's IPO and the Future of Trading

Tom Sosnoff, founder of TastyTrade and ThinkorSwim, joins the Express to talk about what the influx of new traders means for markets, and how trading platforms and regulators need to evolve to keep th...

2 Aug 202125min

The Real Deal in the U.S. Real Estate Market

The Real Deal in the U.S. Real Estate Market

Julian Hebron of The Basis Point joins the show to blast through the myths around the U.S. housing market and forecasts when prices are expected to cool and inventories will rise. Plus, how new real e...

26 Jul 202133min

The incredible rise and spectacular collapse of WeWork

The incredible rise and spectacular collapse of WeWork

Maureen Farrell of the Wall Street Journal and co-author of "The Cult of We", joins the show to unpack how the unicorn office rental/real estate company went from one of the most valued private compan...

19 Jul 202130min

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