# Investing with Emotional Intelligence with Brian Portnoy

Page: https://stenobird.com/podcast/the-important-part-investing-with-liz-thomas-4491939/investing-with-emotional-intelligence-with-brian-portnoy
Text version: https://stenobird.com/podcast/the-important-part-investing-with-liz-thomas-4491939/investing-with-emotional-intelligence-with-brian-portnoy.md
Podcast: [The Important Part: Investing with Liz Thomas](https://stenobird.com/podcast/the-important-part-investing-with-liz-thomas-4491939)
Published: 2025-01-31T10:00:00+00:00
Episode link: https://tracking.swap.fm/track/Vjambo9ifGBwbaCTlDBD/traffic.megaphone.fm/PDP4981487735.mp3?updated=1738281454
Audio file: https://tracking.swap.fm/track/Vjambo9ifGBwbaCTlDBD/traffic.megaphone.fm/PDP4981487735.mp3?updated=1738281454
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JSON: https://stenobird.com/v1/public/podcasts/the-important-part-investing-with-liz-thomas-4491939/episodes/investing-with-emotional-intelligence-with-brian-portnoy
Duration seconds: 3192

## Resource

Conventional wisdom claims that mixing emotions with financial decisions can lead to poor, even impulsive decisions. But what if we instead viewed emotions as super powers that we can harness to not only make wiser, but more meaningful choices for ourselves and our financial goals? In this episode, we sit down with Brian Portnoy, author and founder of the financial advisor coaching and e-learning platform Shaping Wealth. The lessons on Shaping Wealth apply wisdom from psychology, behavioral science, as well as emotional intelligence to coach financial advisors to be better partners for their clients’ financial journeys. In addition to Shaping Wealth, Brian is the author of three books—The Investor’s Paradox, The Geometry of Wealth, and How I Invest My Money. Brian also worked as the Director of Investment Education at Virtus Investment Partners, and was Head of Education at Magnetar Capital. Brian holds a PhD from the University of Chicago, as well as a bachelor’s from the University of Michigan. For more, read Liz’s column every Thursday at On The Money by SoFi, sign up for the On The Money newsletter, and follow Liz @LizThomasStrat. Notable mentions in the episode: 00:00 Introduction 01:31 Money and Emotions 04:44 Using Emotions to Make Better Financial Decisions 07:16 Emotions vs. Emotional Intelligence 09:19 Setting Expectations with Your Finances 13:58 Managing Emotions Through Market Volatility 17:22 Rich vs. Wealthy 21:15 Money and Happiness 25:13 Budgeting and Setting Goals 35:25 Getting Healthier About Our Financial Well-Being 38:55 AI and Financial Advising 47:51 Closing Thoughts Additional resources: On The Money: Sign up for SoFi's newsletter for intel, insights, and inspo to help you get your money right. Investing 101 Center: At SoFi, we believe investing…

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