Brian Portnoy author photo
Image via 위키미디어 공용, 라이선스 CC BY-SA 2.0.

Brian Portnoy

Brian Portnoy is a behavioral finance author and educator focused on the psychology of money, investing, and financial decision-making. He wrote The Investor’s Paradox and The Geometry of Wealth and co-edited How I Invest My Money. Founder of Shaping Wealth, he is known for multiple bestselling books on money and meaning.

전기 및 작가의 여정

Brian Portnoy’s career took shape at the intersection of academic inquiry and practical finance. He earned his undergraduate degree at the University of Michigan and later completed a Ph.D. at the University of Chicago, then built a long professional apprenticeship across research, strategy, portfolio, and education roles at firms including Morningstar, Mesirow, Chicago Equity Partners, and Virtus. Over more than two decades in the hedge fund and mutual fund worlds, he developed a reputation for translating complicated investment ideas into clearer, more usable frameworks. That experience became an early turning point: it pushed him toward the view that financial results are shaped not only by markets and products, but by expectations, behavior, and the stories people tell themselves about money. ((https://www.financialplanningassociation.org/meet-brian-portnoy))

더 보기

명언

quote
Wealthy is funded contentment
-Nasdaq Reads: The Geometry of Wealth
quote
If you can align your money with your purpose, you might find that “enough” is a pretty pleasant place to be
-Reuters: The magic of enough
quote
We want to expunge the words rational and irrational, and we want to replace them with normal
-Behavioral finance in wealth management
quote
Investing outside of a well-defined financial plan is speculation
-At the Money: Can You Have Too Much Money?
quote
Something called ‘behavior’ isn’t a planning tool and never was. It’s gravity, a force that’s everywhere and always
-Shaping Wealth Announces OCBO Program
quote
The tailwind for practical behavioral insights and tools in the wealth industry is global and it is strong
-Free Access to OCBO Advisor Engagement Platform
quote
Advisor success is built on impactful advisor-client interactions, and the right technology has the potential to drastically enhance the quality of those interactions
-Focal Partners With Shaping Wealth
quote
We’re thrilled about partnering with GAIA, particularly the global impact it will have on advisors, firms, and end-clients alike
-Shaping Wealth Announces Strategic Partnership with GAIA

더 알아보기

Progressive insights on psychology & finance
학습 계획

Progressive insights on psychology & finance

The intersection of psychology and finance reveals how our minds influence our financial decisions, often in ways we don't recognize. This learning plan helps anyone seeking to improve their financial outcomes by understanding the psychological patterns behind money behaviors, making it especially valuable for investors, financial planners, and individuals looking to improve their relationship with money.

4 h 44 m4 섹션
Money scripts and behavioral finance
학습 계획

Money scripts and behavioral finance

This learning plan is essential for anyone who finds themselves repeating poor financial patterns despite knowing better. It bridges the gap between financial knowledge and actual behavior, making it ideal for investors, spenders, and professionals seeking to master their money mindset.

4 h 46 m4 섹션
The Boring Path to Wealth
학습 계획

The Boring Path to Wealth

This plan is designed for individuals seeking a reliable, evidence-based strategy for financial independence rather than high-risk speculation. It is ideal for beginners and long-term investors who want to master the fundamentals of passive investing and behavioral finance.

2 h4 섹션
The Investor's Temperament
학습 계획

The Investor's Temperament

Success in investing is often determined more by psychology than by spreadsheets. This plan is designed for individuals who want to master their emotions and understand the cognitive biases that lead to costly financial mistakes.

1 h 30 m3 섹션
Wealth with Peace: Naval, Burkeman & Manson
학습 계획

Wealth with Peace: Naval, Burkeman & Manson

This curriculum bridges the gap between financial independence and mental tranquility by blending modern entrepreneurship with timeless philosophy. It is designed for ambitious professionals who want to achieve high-level success without sacrificing their sanity or sense of purpose.

4 h 7 m5 섹션
The Science of Financial Abundance
학습 계획

The Science of Financial Abundance

This plan is essential for individuals who feel stuck despite their efforts, as it bridges the gap between psychological rewiring and practical financial execution. It is ideal for professionals and entrepreneurs looking to remove mental barriers and apply a scientific approach to achieving wealth.

2 h 15 m4 섹션
The Billionaire Mindset: From Frustration to Manifestation
학습 계획

The Billionaire Mindset: From Frustration to Manifestation

This plan is designed for ambitious professionals feeling stuck in their current career trajectory. It bridges the gap between emotional intelligence and strategic execution, making it essential for anyone ready to transition from frustration to high-level success.

3 h4 섹션
The Architecture of Better Judgment
학습 계획

The Architecture of Better Judgment

In an era of information overload, the ability to filter noise and make sound choices is a critical competitive advantage. This plan is designed for leaders and strategists who need to master their internal psychology and apply logical rigor to unpredictable situations.

1 h 30 m3 섹션
이 페이지에 대한 자주 묻는 질문

샌프란시스코에서 컬럼비아 대학교 동문들이 만들었습니다

BeFreed는 1,000,000 호기심 넘치는 글로벌 커뮤니티를 하나로 연결합니다

"Instead of endless scrolling, I just hit play on BeFreed. It saves me so much time."

@Moemenn
platform
star
star
star
star
star

"I never knew where to start with nonfiction—BeFreed’s book lists turned into podcasts gave me a clear path."

@Chloe, Solo founder, LA
platform
comments
12
likes
117

"Perfect balance between learning and entertainment. Finished ‘Thinking, Fast and Slow’ on my commute this week."

@Raaaaaachelw
platform
star
star
star
star
star

"Crazy how much I learned while walking the dog. BeFreed = small habits → big gains."

@Matt, YC alum
platform
comments
12
likes
108

"Reading used to feel like a chore. Now it’s just part of my lifestyle."

@Erin, Investment Banking Associate , NYC
platform
comments
254
likes
17

"Feels effortless compared to reading. I’ve finished 6 books this month already."

@djmikemoore
platform
star
star
star
star
star

"BeFreed turned my guilty doomscrolling into something that feels productive and inspiring."

@Pitiful
platform
comments
96
likes
4.5K

"BeFreed turned my commute into learning time. 20-min podcasts are perfect for finishing books I never had time for."

@SofiaP
platform
star
star
star
star
star

"BeFreed replaced my podcast queue. Imagine Spotify for books — that’s it. 🙌"

@Jaded_Falcon
platform
comments
201
thumbsUp
16

"It is great for me to learn something from the book without reading it."

@OojasSalunke
platform
star
star
star
star
star

"The themed book list podcasts help me connect ideas across authors—like a guided audio journey."

@Leo, Law Student, UPenn
platform
comments
37
likes
483

"Makes me feel smarter every time before going to work"

@Cashflowbubu
platform
star
star
star
star
star

"Instead of endless scrolling, I just hit play on BeFreed. It saves me so much time."

@Moemenn
platform
star
star
star
star
star

"I never knew where to start with nonfiction—BeFreed’s book lists turned into podcasts gave me a clear path."

@Chloe, Solo founder, LA
platform
comments
12
likes
117

"Perfect balance between learning and entertainment. Finished ‘Thinking, Fast and Slow’ on my commute this week."

@Raaaaaachelw
platform
star
star
star
star
star

"Crazy how much I learned while walking the dog. BeFreed = small habits → big gains."

@Matt, YC alum
platform
comments
12
likes
108

"Reading used to feel like a chore. Now it’s just part of my lifestyle."

@Erin, Investment Banking Associate , NYC
platform
comments
254
likes
17

"Feels effortless compared to reading. I’ve finished 6 books this month already."

@djmikemoore
platform
star
star
star
star
star

"BeFreed turned my guilty doomscrolling into something that feels productive and inspiring."

@Pitiful
platform
comments
96
likes
4.5K

"BeFreed turned my commute into learning time. 20-min podcasts are perfect for finishing books I never had time for."

@SofiaP
platform
star
star
star
star
star

"BeFreed replaced my podcast queue. Imagine Spotify for books — that’s it. 🙌"

@Jaded_Falcon
platform
comments
201
thumbsUp
16

"It is great for me to learn something from the book without reading it."

@OojasSalunke
platform
star
star
star
star
star

"The themed book list podcasts help me connect ideas across authors—like a guided audio journey."

@Leo, Law Student, UPenn
platform
comments
37
likes
483

"Makes me feel smarter every time before going to work"

@Cashflowbubu
platform
star
star
star
star
star

"Instead of endless scrolling, I just hit play on BeFreed. It saves me so much time."

@Moemenn
platform
star
star
star
star
star

"I never knew where to start with nonfiction—BeFreed’s book lists turned into podcasts gave me a clear path."

@Chloe, Solo founder, LA
platform
comments
12
likes
117

"Perfect balance between learning and entertainment. Finished ‘Thinking, Fast and Slow’ on my commute this week."

@Raaaaaachelw
platform
star
star
star
star
star

"Crazy how much I learned while walking the dog. BeFreed = small habits → big gains."

@Matt, YC alum
platform
comments
12
likes
108

"Reading used to feel like a chore. Now it’s just part of my lifestyle."

@Erin, Investment Banking Associate , NYC
platform
comments
254
likes
17

"Feels effortless compared to reading. I’ve finished 6 books this month already."

@djmikemoore
platform
star
star
star
star
star

"BeFreed turned my guilty doomscrolling into something that feels productive and inspiring."

@Pitiful
platform
comments
96
likes
4.5K

"BeFreed turned my commute into learning time. 20-min podcasts are perfect for finishing books I never had time for."

@SofiaP
platform
star
star
star
star
star

"BeFreed replaced my podcast queue. Imagine Spotify for books — that’s it. 🙌"

@Jaded_Falcon
platform
comments
201
thumbsUp
16

"It is great for me to learn something from the book without reading it."

@OojasSalunke
platform
star
star
star
star
star

"The themed book list podcasts help me connect ideas across authors—like a guided audio journey."

@Leo, Law Student, UPenn
platform
comments
37
likes
483

"Makes me feel smarter every time before going to work"

@Cashflowbubu
platform
star
star
star
star
star
1.5K Ratings4.7
지금 바로 학습 여정을 시작하세요