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How I Invest My Money

Finance experts reveal how they save, spend, and invest

By Joshua Brown and Brian Portnoy
Cover of How I Invest My Money (Paperback) by Brian Portnoy and Joshua Brown Cover of How I Invest My Money (Ebook - phone) by Brian Portnoy and Joshua Brown Cover of How I Invest My Money (Ebook - tablet) by Brian Portnoy and Joshua Brown

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About the Authors

Joshua Brown

'Downtown' Josh Brown is the co-founder and Chief Executive Officer of Ritholtz Wealth Management, which manages over $1.3 billion for individual investors, corporate retirement plans, endowments and foundations. He is the author of two books, Backstage Wall Street and Clash of the Financial Pundits, as well as the creator of the widely-read The Reformed Broker blog, now in its 12th year of ... Read more on Joshua Brown

Brian Portnoy

Brian Portnoy is the founder of Shaping Wealth, a financial wellness platform that engages with individuals and organizations to make better money decisions. In his two highly acclaimed books in the field of behavioral finance, The Investor’s Paradox and The Geometry of Wealth, he tackles the challenges of making better financial decisions and figuring out how money fits into a ... Read more on Brian Portnoy

Contents Listing

Jacket Text

The world of investing normally sees experts telling us the 'right' way to manage our money. How often do these experts pull back the curtain and tell us how they invest their own money? Never.

How I Invest My Money changes that.

In this unprecedented collection, 25 financial experts share how they navigate markets with their own capital. In this honest rendering of how they invest, save, spend, give, and borrow, this group of portfolio managers, financial advisors, venture capitalists and other experts detail the 'how' and the 'why' of their investments. They share stories about their childhood, their families, the struggles they face and the aspirations they hold. Sometimes raw, always revealing, these stories detail the indelible relationship between our money and our values.

Taken as a whole, these essays powerfully demonstrate that there is no single 'right' way to save, spend, and invest. We see a kaleidoscope of perspectives on stocks, bonds, real assets, funds, charity, and other means of achieving the life one desires. With engaging illustrations throughout by Carl Richards, How I Invest My Money inspires readers to think creatively about their financial decisions and how money figures in the broader quest for a contented life.

With contributions from:

Morgan Housel, Christine Benz, Brian Portnoy, Joshua Brown, Bob Seawright, Carolyn McClanahan, Tyrone Ross, Dasarte Yarnway, Nina O'Neal, Debbie Freeman, Shirl Penney, Ted Seides, Ashby Daniels, Blair duQuesnay, Leighann Miko, Perth Tolle, Josh Rogers, Jenny Harrington, Mike Underhill, Dan Egan, Howard Lindzon, Ryan Krueger, Lazetta Rainey Braxton, Rita Cheng, Alex Chalekian

Professional Reviews

Each of these stories is interesting on its own, but the beauty of this book is that it allows the reader to detect themes across all the stories. Money stands for different things to different investors, but the common themes of independence, generosity, engagement, and empowerment really make this book stand out. Simultaneously hopeful and comforting to read, I strongly recommend this book to investors across the spectrum: the novices as well as the veterans. Nicole M. Boyson, Ph.D., Professor of Finance, D’Amore-McKim School of Business, Northeastern University, Boston, MA

Behind every portfolio is a unique human being with her own goals, dreams, and time lines. So before you determine the right balance of stocks v. bonds, you must answer the question, “what do I want from life?” In How I Invest My Money, leading financial experts offer candid insight into how their relationships, fears, and passions drive their investment strategies and tactics, many of which run counter to prevailing financial wisdom. You may be surprised to learn that the only sacred cow is one’s own vision. Paul Ollinger, Host, Crazy Money Podcast

This is the book I've needed and wanted to read my entire adult life! Brian Portnoy and Joshua Brown gathered together an extraordinary group of financial experts and asked them to pull back the covers on how and why they've invested their own money. Their values and motivations, their fears and hopes will resonate with everyone who picks up this book. Never has there been such an open-hearted, generous, and actionable collection of financial wisdom in one place. Moira Somers, Ph.D., C.Psych. Author, Advice that Sticks

"If you've always wondered how your financial planner or that investing expert you see on TV invests their cash, this is the book for you ... a great place to turn for practical, new ideas on how to invest your money." Liz Knueven, Business Insider

“Josh Brown and Brian Portnoy have put together a unique anthology—people rarely get to hear how financial experts invest their own money. What’s fascinating is that there are almost as many investment strategies as authors, telling us that what’s important is finding a process and strategy that works for you. I highly recommend reading “How I Invest Ny Money,” I think you’ll learn a lot and learn that even the experts have very different paths to investment success” James P. O’Shaughnessy, Chairman O’Shaughnessy Asset Management and author of “What Works on Wall Street, 4th Edition.”


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The Geometry of Wealth
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Media Coverage

Think Advisor

“How I Invest My Money” (Harriman House-Nov. 17, 2020), co-edited by Brian Portnoy, founder of Shaping Wealth, explores the investment choices of prominent folks in finance, among them Christine ...

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Investment News

The book, which is the brainchild of Josh Brown, co-founder and chief executive of Ritholtz Wealth Management, and Brian Portnoy, founder of Shaping Wealth, is a collection of 25 essays from across ...

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Investment News

The overarching investment takeaways are the financial equivalent of eat-your-vegetables. Just as they advise others to do, the book’s contributors try to save a lot, not borrow too much and opt ...

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Youtube.com

Carl Richards is the best known illustrator and one of the most sought after expert speakers in finance. You've probably seen his sketches in the New York Times or on his blog, The Behavior Gap. Carl ...

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The Retirement Cafe

An unprecedented new book from behavioural finance expert and founder of the financial wellness platform Shaping Wealth, Brian Portnoy, and co-founder and chief executive of Ritholtz Wealth ...

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CNBC

The book — “How I Invest My Money: Finance experts reveal how they save, spend, and invest” — is available for preorder now. Its release date is set for Nov. 17. Brown, CEO of Ritholtz Wealth ...

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CNBC Trader Talk

Brown notes in the introduction of his new book “How I Invest My Money: Financial Experts Reveal How They Save, Spend, and Invest” that he too has been on TV a long time (9 1/2 years), “and in ...

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Planet Money

Josh Brown, CEO of Ritholtz Wealth Management and author of the new book "How I Invest My Money," welcome to the show. So, Josh, in this book, you talk to your fellow money managers about how they ...

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Business Insider

Investment advisor and financial planner Blair DuQuesnay found that spending lots of time managing investments doesn't necessarily mean higher returns. She explains her strategy in a new book, "How I ...

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CNBC

The CNBC commentator and co-editor of the new book, “How I Invest My Money,” asked 25 financial experts to explain how they invest their money and realized that being happy was a reoccurring ...

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CNBC

The CNBC commentator and co-editor of the new book, “How I Invest My Money,” asked 25 financial experts to explain how they invest their money and realized that being happy was a reoccurring ...

Read more

Bloomberg

He also likes “How I Invest My Money: Finance Experts Reveal How They Save, Spend and Invest” by Joshua Brown and Brian Portnoy.

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Advisor Engine

The editors reveal their investing habits, and other respondents from the RIA world include Dynasty Financial Partners CEO Shirl Penney.

Paradoxically, investment strategies, while included, ...

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Opto

n an effort to give readers a behind-the-scenes look at how smart money invests, two successful stock market experts have written How I Invest My Money: Finance Experts Reveal How They Save, Spend ...

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Business Insider

If you've always wondered how your financial planner or that investing expert you see on TV invests their cash, this is the book for you. In this collection of essays by leading experts, the methods ...

Read more

The AAII Journal

There’s an old quip that personal finance is more per-sonal than finance. Though perhaps too clever, this still reveals a truth only sparingly mentioned among serious financial experts: There is no ...

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The American Asociation of Individual Investors

In a recent project, wealth manager Joshua Brown and I brought together 25 experienced financial advisers, portfolio managers and other financial experts to reveal how they invest their own money. ...

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Rask

A really good read because it shows you some of the emotions behind the decision. And normally, experts will just tell you X, Y, Z, but they won't tell you what they personally do. And a lot of the ...

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Market Realist

While many people claim that they would prefer not to rely on money to help lead a happy life, it appears that a large percentage of financial experts use their investments as a way to gain ...

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