In this special Q2 Market Review episode of Off the Wall, we’re introducing a new segment: Ask Monument Anything (AMA). Dave, Nate and Erin answer questions from clients and listeners, and also cover what went down in the markets during the second quarter of 2025. They cover everything from interest rates and inflation to timing your investment strategy and understanding international diversification.
“Rich” is a number, “wealth” is a mindset.
Dr. Brian Portnoy, one of the world’s leading experts on the psychology of money, joins the podcast to discuss his book The Geometry of Wealth: How To Shape a Life of Money and Meaning. Brian explains how money fits into your happiness and the life you want to lead (not the other way around)—it’s what he calls “funded contentment.” Brian also answers the big questions: Does money buy happiness? And how do you strike the balance between more and enough?
Learn more about Brian and his company Shaping Wealth, which creates behavioral content and courses for financial advisors and employers looking to help clients achieve financial wellbeing, at www.shapingwealth.com. And follow him on Twitter @BrianPortnoy.
Are you looking for clarity, conviction and unfiltered advice about your wealth?
You’ve come to the right place.
Please see important podcast disclosure information at https://monumentwealthmanagement.com/disclosures.
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