Inspired Money Andy Wang, Runnymede Capital Management

In this episode of the Inspired Money Live Stream Podcast, we take a fascinating journey through history's most significant economic downturns. Joined by guest experts Caleb Silver, Chris Wang, and Gary Brode, we discuss the complexities of financial crises and crucial lessons learned from the past.
Episode Highlights: Exploring Economic History and Its Lessons
"Financial Lessons from History: Insights from Economic Crises" served as a profound exploration of how past financial disasters have shaped the current economic strategies and investor behaviors. Our distinguished guests shared their insights, offering listeners a comprehensive view of the cyclical nature of markets and the importance of preparedness.
🕒 Episode Insights Historic Economic Crashes: Discussion on the 1929 stock market crash and its long-lasting effects. Government Responses to Crises: Analysis of measures like monetary easing and the CARES Act. Investor Behavior During Crises: Exploration of common mistakes and strategies to mitigate panic selling. Role of Financial Media: Insight into how media coverage can influence investor perceptions and decisions. Building Financial Resilience: Tips on creating emergency funds and adopting disciplined investment practices. Navigating Through Economic Uncertainties
This episode provides invaluable perspectives for anyone interested in understanding the impacts of economic crises and how to navigate them. By studying historical events and their aftermath, our panelists guide listeners through recognizing the signs of economic downturns and strategically safeguarding their investments.
Join the Conversation
We encourage you to dive into this enlightening discussion on historical economic crises. Your insights, questions, or suggestions for future episodes are highly valued. Engage with us to uncover the patterns of financial crises and learn how to better prepare for future economic challenges.

Meet Our Guest Panelists Caleb Silver is the Editor in Chief of Investopedia and host of The Investopedia Express podcast. He is an Emmy-nominated business journalist who previously worked as a Senior Producer for The Situation Room with Wolf Blitzer, the Executive Producer of CNN Money, and a Senior Producer at Bloomberg Television. He is a frequent guest on CNBC, MSNBC, CNN, and ABC News Radio.
https://investopedia.com
https://investopedia.com/the-investopedia-express-podcast-5215636
 
Chris Wang, Managing Partner and Director of Research at Runnymede Capital Management, previously held roles as a research analyst and Assistant Portfolio Manager at TIAA-CREF. With over two decades of experience, Chris is known for Runnymede's unwavering integrity and distinguished track record in safeguarding clients' assets during turbulent financial times. 
https://runnymede.com
 
Gary Brode, Managing Partner at Deep Knowledge Investing, delivers independent stock ideas and market research to sophisticated investors. His career spans M&A and portfolio manager roles at Morgan Stanley, Seneca Capital, Brahman Capital, John Levin & Co., and founding ventures like Akita Capital Management and Silver Arrow.
https://deepknowledgeinvesting.com

In this episode of the Inspired Money Live Stream Podcast, we navigate through the intricate relationship between financial habits and happiness. Joined by guests Grant Sabatier, Andy Hill, Amanda Clayman, and Kate Horrell, we explore the profound impact mindful spending can have on our lives.
Episode Highlights: Embracing Financial Well-being
Spending mindfully isn’t just about managing money—it’s about enriching your life. "The Art of Mindful Spending: Finding Joy in Financial Decisions" examines how thoughtful financial habits can elevate our sense of well-being and joy.
🕒 Episode Insights Exploring Mindful Spending: We talk about how mindful spending practices can transform ordinary financial activities into sources of joy and satisfaction. Psychological Impact of Financial Stress: Amanda discusses how financial stress affects our mental health and ways to alleviate it through mindful spending. Panel Introduction: We introduce our experts who share insights into their journey and strategies for financial wellness. Values-Based Spending: Insights into how aligning spending with personal values promotes financial and emotional well-being. Mindfulness in Financial Planning: Techniques for incorporating mindfulness to enhance everyday financial decisions. Military Financial Challenges: Kate highlights unique financial hurdles faced by military families and how mindful spending can help navigate these. Ethical and Sustainable Spending: We discuss how making ethical choices can influence personal satisfaction and contribute to global well-being. Navigating the Path to Joyful Financial Decisions
This episode serves as a guide for anyone looking to enhance their financial habits and find joy in their spending decisions. From aligning expenditures with personal values to adopting sustainable spending habits, our panelists offer a wealth of knowledge on creating a fulfilling financial life.
Join the Conversation
We invite you to join this discussion on mindful spending. Your insights, questions, or suggestions for future topics are always welcome. Engage with us and discover how to transform your financial habits into a source of happiness and satisfaction.

Meet Our Guest Panelists Grant Sabatier is a leading voice in the FIRE movement, renowned for achieving financial independence in five years as detailed in his bestseller "Financial Freedom: A Proven Path to All the Money You Will Ever Need." He founded the influential blog Millennial Money and has engaged in multiple ventures, including podcasts like "Financial Freedom" and "Millennial Money Minutes."
https://grantsabatier.com
https://millennialmoney.com
 
Andy Hill, AFC®️ is the award-winning family finance coach behind Marriage Kids and Money - a platform dedicated to helping families build wealth and happiness. With millions of podcast downloads and video views, Andy’s message of family financial empowerment has resonated with listeners, readers and viewers across the world.
https://marriagekidsandmoney.com
 
Amanda Clayman, a pioneering financial therapist, developed her expertise after personal financial turmoil led her to a new career path, creating a Financial Wellness Program that combines cognitive-behavioral therapy with financial counseling​.
https://amandaclayman.com
 
Kate Horrell is an Accredited Financial Counselor®, Chartered Financial Consultant®, and the founder of Kings High Media. With a focus on the military community, she leverages her extensive experience to assist military families in maximizing their pay and benefits through her platform. 
https://katehorrell.com

In this episode of the Inspired Money Live Stream Podcast, Andy interviewed leadership expert Robin Sharma about his latest book, "The Wealth Money Can't Buy." Central to the discussion is Sharma's idea that true wealth encompasses much more than financial assets.
Episode Highlights: A Journey Into Comprehensive Wealth
This episode introduced viewers to a holistic understanding of wealth. Robin Sharma, renowned for his influence over the lives of high achievers and thought leaders worldwide, shared insights from his new book that promises to redefine what it means to live abundantly.
🕒 Episode Insights Shifts in Career and Personal Growth: Robin Sharma discusses his transition from litigation attorney to leadership expert. Understanding Wealth Beyond Money: Introduction to Sharma's concept of wealth, encompassing growth, wellness, family, and more. Societal Views on Wealth: A discussion on how societal norms and values skew perceptions of wealth. Personal Stories and Philosophies: Robin reflects on personal experiences that shaped his understanding of wealth. Strategies for Financial Abundance: Insights into doubling money and strategic financial planning. Finding Fulfillment: Exploring the importance of connection and avoiding the loneliness often associated at the peak of wealth accumulation. Cultural Perspectives on Wealth: Insights from various cultural interpretations, including Hawaiian traditions as shared by host Andy Wong. Family as a Form of Wealth: Emphasizing the irreplaceable value of family and personal relationships. The Role of Craft and Work: Discussion on viewing one's labor as a craft to find personal fulfillment and joy. The Power of Minimalism and Adventure: Advocating for a simpler life and the enriching experiences of adventure as forms of wealth. Navigating the Landscape of True Abundance
This episode serves as a guide for anyone looking to enrich their lives beyond the conventional measures of success. Sharma's framework for wealth invites listeners to transform their understanding and approach to living a truly rich life.
Join the Conversation
We encourage you to dive into this profound discussion on redefining wealth. Share your insights, ask questions, or propose topics for future discussions. Engage with us and discover the dimensions of wealth that money can't buy.

Meet Our Guest Robin Sharma, a former attorney turned global leadership expert, has influenced the lives of millions with books like "The Monk Who Sold His Ferrari" and "The 5 AM Club". His new book explores eight forms of wealth that contribute to a fulfilling life. Join him as he guides us through these concepts with anecdotes and personal experiences that bring each form of wealth to life. https://thewealthmoneycantbuy.com

In this episode of the Inspired Money Podcast, we discuss the fundamental aspects of building and preserving financial resilience. Host Andy Wang collaborates with experts Lynnette Khalfani-Cox, Tanja Hester, and Denise Li to offer vital strategies that ensure your financial stability through unforeseen challenges.
Episode Highlights: Essential Strategies for Financial Stability
Our episode, "Securing a Prosperous Future," sheds light on crucial tactics for crafting a strong financial safety net. Our guest panelists explore topics including assessing your financial position, adept cash flow management, and smart debt reduction. They further highlight the importance of insurance and legal measures in thorough financial planning.
🕒 Episode Insights Net Worth and Cash Flow Mastery: Lynnette Khalfani-Cox discusses evaluating your financial health. Debt Strategy: Tanja Hester provides insights on reducing liabilities and enhancing financial portfolios. Protective Measures for Financial Emergencies: Denise Li discusses the significance of having robust insurance and legal frameworks. Creating Durable Financial Plans: Learn to build strategies that resist economic downturns and leverage growth opportunities. Navigating Through Economic Fluctuations
This discussion offers guidance for anyone seeking to boost their financial security. Our panelists offer expert advice on formulating financial strategies that not only survive crises but also thrive in promoting future growth and wealth.
Engage with Our Financial Experts
Explore this detailed discussion on financial resilience and contribute your viewpoints. We invite you to share your thoughts, pose questions, or suggest themes for future discussions. Participate with us and discover how to establish a solid financial base that withstands economic tests.

Meet Our Guest Panelists Lynnette Khalfani-Cox, The Money Coach®, is a renowned personal finance expert and bestselling author of 15 books, including Zero Debt and Bounce Back. With over 1,000 TV appearances and commercials, she co-owns TheMoneyCoach.net LLC, providing financial education services and strategic counsel to organizations worldwide, specializing in topics from credit and debt management to entrepreneurship and wealth building. https://lynnettekhalfanicox.com
https://themoneycoach.net
 
Tanja Hester is an influential author and activist known for her impactful retirement advocacy and progressive financial education. Through award-winning books like "Work Optional" and "Wallet Activism," she inspires others to embrace financial independence while advocating for inclusivity and diversity in personal finance.
https://tanjahester.com
 
Denise Li, a personal financial coach, educator, and author, draws inspiration from her upbringing and experiences to empower others to achieve financial freedom. Through her book, "The Ocean Accepts All Rivers: Life and Money Lessons from My Taiwanese American Upbringing," and ongoing blog and live events, she continues her mission of transforming and inspiring individuals to take control of their financial futures.
https://deniseyli.com

In this episode of the Inspired Money Live Stream Podcast, we explore essential strategies for securing a financially stable retirement. Joined by experts Wade Pfau, Colleen Jaconetti, David Blanchett, and Emily Guy Birken, we navigate a multifaceted approach to retirement income planning. This discussion spans from investment strategies to managing healthcare costs and the role of real estate in retirement portfolios.
Navigating Retirement Planning Retirement is a significant phase of life that requires careful planning and strategy. This episode, "Effective Retirement Income Strategies: Securing Your Financial Future," covers comprehensive strategies needed to ensure financial security. Our distinguished guests provide insights and expertise, offering a robust framework for retirement planning.
🕒 Episode Insights Market Volatility and Investment Choices: Wade discusses the importance of diversifying and balancing risk in retirement portfolios. Healthcare Strategy and Medicare: Colleen Jaconetti highlights the complexities of healthcare planning and the impact of Medicare decisions on retirees’ finances. The Role of Real Estate: David Blanchett examines how real estate can complement other retirement income sources, providing both stability and growth potential. Tax Planning and Income Streams: Emily Guy Birken addresses the critical role of tax-efficient withdrawal strategies and the benefits of Roth IRAs. Navigating the Path to a Secure Retirement This episode serves as a resource for anyone looking to enhance their retirement readiness. From investment diversification to healthcare and real estate planning, our panelists offer detailed guidance on creating a retirement strategy that aligns with personal financial goals.
Join the Conversation
We encourage you to explore this detailed discussion on retirement income strategies. Your insights, questions, or suggestions for future topics are warmly welcomed. Engage with us and learn how to secure your financial future through thoughtful and informed retirement planning.

Meet Our Esteemed Guest Panelists Wade D. Pfau, PhD, CFA, RICP®, is a professor at The American College of Financial Services and author of the "Retirement Planning Guidebook." He is also a partner at McLean Asset Management and Retirement Researcher, where he applies his extensive research in retirement income planning.
https://risaprofile.com
https://retirementresearcher.com

Colleen Jaconetti, CPA, CFP®, from Vanguard, uses her extensive expertise to align short and long-term financial goals for retirees, focusing on practical financial planning strategies. 
http://vanguard.com

David Blanchett, PhD, CFA, CFP®, is a Managing Director and Head of Retirement Research for PGIM DC Solutions. He is recognized as a leading authority in retirement planning and wealth management, bringing innovative solutions to enhance retirement outcomes. 
https://www.pgim.com

Emily Guy Birken is a Plutus Award-winning finance writer who specializes in making complex financial topics accessible. She is the author of several books on personal finance, focusing on preparing financially for retirement. 
https://emilyguybirken.com

In thisepisode of the Inspired Money Live Stream Podcast, we explore the complex yet rewarding journey towards a successful retirement. Joined by guests Connie Inukai, Dr. Ross Andel, and Jamie Hopkins, we navigate through the psychological shifts, strategic financial planning, and the essence of a fulfilling post-work life.
Transitioning to a New Chapter Retirement is not just an end but a new beginning. This episode, "Unlocking the Secrets of Successful Retirement," brings to light the multifaceted aspects of stepping into this new chapter. Our distinguished guests share their expertise and personal experiences, offering a holistic view of retirement beyond financial readiness.
🕒 Episode Insights Psychological and Financial Preparation: Jamie discusses the importance of emotional readiness and financial strategies for a smooth transition. Life Beyond Work: Connie shares her inspiring journey from academia to entrepreneurship, highlighting the potential for personal growth and fulfillment in retirement. Cognitive Health and Retirement: Dr. Ross Andel provides insights into cognitive aging and how retirement impacts mental well-being. Finding Balance and Structure: The conversation explores how retirees can recreate a sense of purpose and structure in their lives. Strategic Tax Planning: Jamie outlines essential tax planning strategies to manage wealth efficiently in retirement. The Role of Community and Connection: We discuss the significance of social ties and community engagement for a happier, more satisfying retirement. Navigating the Path to a Rewarding Retirement This episode is valuable resource for anyone nearing or contemplating retirement. From understanding the psychological adjustments to implementing effective financial strategies, our panelists guide listeners through the critical aspects of preparing for retirement.
Join the Conversation
We invite you to immerse yourself in this enlightening discussion on successful retirement planning. Your thoughts, questions, or suggestions for future topics are greatly appreciated. Engage with us and explore how to unlock the secrets to a successful and fulfilling retirement.

Meet Our Esteemed Guest Panelists Connie Inukai, the "Grandmapreneur®," transitioned from a fulfilling academic career to becoming an award-winning inventor and author, exemplifying the diverse opportunities retirement can offer. https://connieinukaiauthor.com https://grandmapreneur.com Dr. Ross Andel, a leading expert in cognitive aging, sheds light on the importance of mental health and cognitive engagement during retirement. https://asu.edu/ Jamie Patrick Hopkins, a renowned authority in retirement planning, shares actionable advice for financial preparation and estate planning, ensuring a secure and stress-free retirement. https://hopkinsretirement.com/