The AC Podcast

003: Coaching Financial Wellness During Times of Volatility

In this Episode

In this podcast episode, Sue Stockdale interviews Brian Portnoy, Ph.D. to reveal why we find money difficult to discuss. He shares insights as to what it means to find contentment and happiness in life and how our financial wellness contributes to true meaning in life.

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You Will Learn

• How coaches can effectively coach towards financial wellness, whilst being aware of you own money biases.
• How the four C’s can help assess our ‘funded contentment’
• How to define and re-define wealth during challenging times

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Guest Bio

Brian is one of the world’s leading experts on the psychology of money. He has written multiple bestselling books, including The Geometry of Wealth, and has 20+ years of experience as investor and educator in the hedge fund and mutual fund industries. He is a CFA Charterholder and earned a PhD at the University of Chicago.

 

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