
Brian Portnoy, Ph.D., CFA
A thoughtful framework for achieving true wealth by aligning money with meaning through purpose, priorities, and smart investment decisions.
The book uses geometric shapes—circle, triangle, square—to symbolize stages in wealth-building.
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Section 1
9 Sections
Imagine embarking on a journey where the destination is not just about accumulating wealth but about crafting a life rich with meaning and purpose.
Consider the difference between being rich and being wealthy. Being rich is having 'more'—more money, more possessions, more status. But this 'more' often leads to fleeting satisfaction and a treadmill of desire. Wealth, on the other hand, is about funded contentment—the ability to support a meaningful life as you define it.
The journey toward wealth starts with understanding your purpose. What do you want your money to do for you? How does it intersect with your happiness and values? This is not a one-time question but a dynamic process, as life and priorities evolve. To navigate this complexity, we embrace the principle of adaptive simplicity—a mindset that accepts change as inevitable and seeks clarity amid chaos.
Adaptive simplicity invites us to adapt to life's unpredictable currents while simplifying our approach to money, cutting through noise and distraction. It calls for a balance between thoughtful reflection and practical action, between purpose and practice.
As we begin this exploration, remember that your journey is unique. The shapes of the circle, triangle, and square will guide us through defining purpose, setting priorities, and making tactical decisions. But at the heart lies the circle—the ongoing process of adapting your story and your relationship with money to align with what truly matters.
From here, we move forward to understand how to set clear priorities that anchor your financial life, protecting what matters most while reaching for your dreams.
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Unlock all 9 sections, 9 insights, full audio, and interactive mind map in the SnapBooks app.
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