Searching for the Soul of Wealth with Brian Portnoy

Brian Portnoy, best-selling author and founder of Shaping Wealth, joins The Express to talk about how financial planning is evolving to become more holistic, and how we are rethinking our definitions of wealth. Plus, 2023 gave investors just about all we could handle, so what's in store for the new year? We look around the bend at what's on the tracks in 2023.

LINKS FOR SHOW NOTES
https://pitchbook.com/news/articles/merger-acquisition-deal-global-trends-q3-2022
https://www.investopedia.com/surveying-the-investor-landscape-for-2023-6835785
www.spglobal.com/marke...960244
www.investopedia.com/terms/c/capitulation.asp
https://www.shapingwealth.com/
https://www.amazon.com/stores/Brian-Portnoy/author/B00E9B8W74
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