Independently minded publishing

How I Invest My Money

Finance experts reveal how they save, spend, and invest

By Joshua Brown and Brian Portnoy

Paperback £18.99 / $19.99
eBook £14.49 / $14.99
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How I Invest My Money

Finance experts reveal how they save, spend, and invest

By Joshua Brown and Brian Portnoy

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

About the author

'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 publication.

Josh has been an on-air contributor to CNBC television each week for the past decade and has amassed one of the largest social media followings in the industry. He lives on Long Island in New York with his wife and two children.

About the author

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 joyful life. He has served as keynote speaker, seminar leader, and coach to thousands of investors on topics ranging from portfolio strategy to the connection between money and happiness. Brian has worked in the hedge fund and mutual fund industries for more than two decades. He is a CFA Charterholder, earned his doctorate at the University of Chicago, and serves on the advisory board for the Alliance for Decision Education. He lives in Chicago with his wife and three children.


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

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

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

“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.”

Media coverage

From 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 happiness. Brown said that after asking 25 financial experts why they invest, a “recurring theme in all of the… Read more »

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From 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 time it’s because, well, that would probably be financial advice or it wouldn’t be relevant in… Read more »

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From 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. Each contributor knows the orthodoxy. However, when we pull back the curtain from these experts’ personal lives—messy like everyone else’s—what do they actually do? That… Read more »

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From 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 one right way to manage your money. Brian Portnoy, Ph.D., CFA, is the founder of Shaping Wealth, an educational technology firm that promotes financial… Read more »

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From 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 these experts use themselves become easy to understand and apply yourself. And, you might just find that the way that… Read more »

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From 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 and Invest. Joshua Brown is the CEO of Ritholtz Wealth Management, a $1.3bn firm that he co-founded in 2013, and is also… Read more »

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From 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, aren’t the point of the book. How to successfully integrate money in one’s life to achieve happiness is the real recurring theme – even if the decisions don’t necessarily bring… Read more »

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From 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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From 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 theme in all of the responses.

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Published: 17/11/2020
Edition: 1st
Pages: 208
Formats: paperback - ISBN 9780857198082
ebook - ISBN 9780857198099
audio - ISBN 0000000000041
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