Meaning & "Enough"
The soft side of money — purpose, wellbeing, and what wealth is actually for.
Money is a tool, not a score. This collection features conversations with Brian Portnoy, Khe Hy, Manisha Thakor, Joy Lere, Brad Stulberg, and others on defining what 'enough' means and building a financial life that serves the life you actually want.
- 1Ep. 32Jan 25, 2022
Why Being Wealthy Is Better Than Being Rich with Brian Portnoy
Brian Portnoy is the founder of Shaping Wealth, a learning technology platform transforming the human experience of money. Brian has written multiple bestselling books on the psychology of money: How I Invest My Money (2020), The Geometry of Wealth (2018), and The Investor’s Paradox (2014).
- 2Ep. 39Mar 15, 2022
The Importance of Holistic Wellbeing with Joy Lere
Finances are an important piece of wellbeing, but holistic wellbeing also considers your physical, emotional, and spiritual health as well.
- 3Ep. 51Jun 7, 2022
Investment Planning vs Investment Management with Dr. Preston Cherry
In this episode, I’m joined by Dr. Preston Cherry, Head of Financial Planning and Assistant Professor of Finance at the University of Wisconsin Green Bay. He is also the president of the Financial Therapy Association and host of the Life Money Balance podcast.
- 4Ep. 83Jan 17, 2023
4 Simple Steps to Improve Your Financial Well-Being
How can two people with the same income, financial experiences, or education have very different levels of financial well-being? It’s simple…
- 5Ep. 108Jul 11, 2023
The Great Money Reset with Jill Schlesinger
Jill Schlesinger, host of Jill on Money and award-winning business analyst for CBS News, joins the show to talk about her latest book: The Great Money Reset.
- 6Ep. 134Jan 9, 2024
Mastering Change in Life and Work ft. Brad Stulberg
Brad Stulberg, a prominent author, coach, and speaker, widely recognized for his deep insights into how individuals can achieve and maintain peak performance. His bestselling books, such as Peak Performance and The Passion Paradox, have made significant contributions to our understanding of success, motivation, and the science behind achieving personal bests.
- 7Ep. 143Mar 12, 2024
How to Define What is “Enough” Financially with Manisha Thakor
Manisha Thakor has worked in financial services for over 30-years with a focus on women’s economic empowerment. A nationally recognized thought leader around the issues of financial literacy and education, Manisha has been featured in national media such as The Wall Street Journal, The New York Times, Barron’s, CNN, and CNBC. She has written two personal finance books for women in their 20s and 30s. Manisha earned her MBA from Harvard Business School, her BA from Wellesley College and holds the CFA and CFP designations.
- 8Ep. 151May 7, 2024
The Pursuit Of Meaningful Wealth With Khe Hy
For 14 years, Khe worked on Wall Street, where he was among the youngest managing directors at BlackRock, focusing on alternative investments. Despite this impressive career, he felt empty and quit his job at age 35 during what he called a “third-life crisis,” leaving without a clear plan.
- 9Ep. 170Sep 18, 2024
A Low-Stress Way to Spend Guilt-Free and Keep Your Finances Healthy
Things can get complicated quickly in the world of personal finance. From investing and budgeting to estate planning and insurance, there are multiple ways to accomplish what you need to get done.
- 10Ep. 174Oct 16, 2024
Why More Money Doesn’t Mean More Happiness—And What Does With Daniel Crosby
In this episode, I sit down with Daniel Crosby, Ph.D., a renowned behavioral finance expert, psychologist, and author of several books focused on investor behavior and the psychology of financial decisions. We discuss his latest book, The Soul of Wealth, which delves into how individuals can find meaning and happiness through their wealth.
- 11Ep. 248Mar 18, 2026
How to Pursue Excellence and Stay Human in the Age of AI With Brad Stulberg
Brad Stulberg believes excellence has been misunderstood.
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