Tag: method

Money

Podcast:  Monetary Nicely-Being: A Holistic Method with Brian Portnoy from Shaping Wealth

— March 5, 2021 0 comment
In episode 75 of the NewRetirement Podcast, Brian Portnoy, founding father of Shaping Wealth, emphasizes holistic well-being contained in the context of financial planning. He discusses his journey in finance and behavioral... Read more »