He Asked 25 Finance Pros How They Invest Their Own Money: Brian Portnoy on What the Models Get Wrong

Podcast: Excess Returns · Excess Returns

Opublikowano: 2026-10-23

Brian Portnoy of Shaping Wealth explores why experienced investors build very different portfolios—and what that means for your own money. In How I Invest My Money Volume Two, 25 new contributors explain how they invest their personal wealth. Brian joins Matt Zeigler to discuss what those stories reveal about the gap between an optimal portfolio on paper and one you can actually live with. From large cash reserves and paid-off mortgages to investments in their own businesses, their choices reflect family needs, career risk, and priorities that a model can struggle to capture. Th...