Inspired Money Andy Wang, Runnymede Capital Management

In this episode, we discuss the complex yet rewarding journey towards a successful retirement. Joined by guest panelists Connie Inukai, Dr. Ross Andel, and Jamie Patrick 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 a treasure trove of wisdom 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/ 

A Comprehensive Exploration with Leading Experts Join us on a journey into "A Taste of Success: Andy's First Fine Wine Investment." This episode uncovers the multifaceted world of fine wine investment, blending historical richness with modern innovation, guided by the expertise of our distinguished panelists.
Exploring Fine Wine Investment Andy, joined by a panel of experts including David Harmon from NFT Wine Club, Certified Sommelier Casleah Herwaldt, and Jonny Orton, a Master of Wine from the UK, explore the complexities and rewards of investing in fine wines. They provide insights into the evolving market, sharing their experiences and advice.
🕒 Episode Insights Understanding Wine Investment: Initiating the conversation, we delve into the essence of wine investing, examining its potential for appreciation and the factors influencing market dynamics. Panelist Introductions: We introduce our guest experts, each bringing a wealth of knowledge from different corners of the wine world. Life Cycle of Wine Investment: An in-depth look at the journey from vineyard to cellar to market, and how each stage impacts investment value. Global Market Trends: Discussion shifts to how global events, economic conditions, and interest rates affect wine prices and investment strategies. Legal and Ethical Considerations: Insights into the regulatory landscape surrounding wine investment, highlighting the importance of authenticity and legal compliance. Technological Innovations: Exploring cutting-edge advancements in wine preservation, authentication, and the intriguing world of NFTs in vineyard ownership. Community and Collaboration: The significance of building a supportive wine investment community and the impact of collective wisdom on investment success. Navigating the Vineyard of Investment As we traverse the vineyard of investment, it becomes clear that fine wine investment is not just about acquiring rare bottles; it's about understanding history, culture, and the evolving technological landscape. Our panelists elucidate the critical importance of research, provenance, and storage in safeguarding and enhancing the value of a wine portfolio.

We welcome your thoughts, questions, or suggestions for future topics. Engage with us as we explore how the timeless tradition of winemaking intersects with modern investment strategies, creating opportunities for both novice and seasoned investors alike.
Meet Our Esteemed Guest Panelists David Harmon brings his innovative approach to winemaking and wine selling, pioneering the integration of NFTs with traditional vineyard practices. https://NFTWineClub.Com https://Ownanapavineyard.com https://Carnerosdellanotte.com https://Pinotnv.com https://winecountrydates.com Casleah Herwaldt offers her sommelier expertise, shedding light on underrated wine regions and the importance of authenticity. https://bythestem.co Jonny Orton provides a bridge between finance and oenology, offering insights into the mechanics of fine wine investment from a global perspective.

A Groundbreaking Discussion on Women's Financial Empowerment Welcome to Episode 25 of the Inspired Money Podcast, "Empowering Financial Independence for Women: Closing the Gender Wealth Gap." This episode shines a light on the complex issues surrounding the gender wealth disparity, offering practical steps to enhance financial independence for women across different life phases.
Elevating Women's Financial Status In this episode, we explore the multifaceted gender wealth gap, providing women with practical empowerment strategies. With insights from esteemed guests Dr. Judith Wright, Mariko Gordon, and Stefanie O'Connell Rodriguez, we explore personal growth, finance, and empowerment, offering actionable advice from the real world.
🕒 Episode Insights Introduction to Financial Empowerment for Women: An overview of the episode’s central theme, highlighting the critical nature of financial independence for women. Observing National Equal Pay Day: Analyzing the importance of this day and discussing statistics related to the gender pay disparity. Guest Panelist Introductions: Presenting our respected panelists, each contributing unique insights and solutions. Empowerment Strategies by Dr. Judith Wright: Unveiling internal and external strategies for enhancing women's financial status. Building Confidence and Negotiation Skills: Tips on fostering self-worth and effective negotiation tactics. Addressing Myths with Stefanie O'Connell Rodriguez: Debunking widespread fallacies about gender and financial assurance. Cultural Myths Explored by Mariko Gordon: Examining cultural narratives affecting women's financial choices. Sharing Personal Journeys: Panelists recount their experiences with societal norms and career decisions, enriching the dialogue. Guidance on Financial Planning: Advice for planning finances early in one’s career and during motherhood. Acknowledging Unpaid Work: Highlighting the importance of recognizing unpaid domestic efforts in financial planning. Join Our Enlightening Journey Dive into the compelling narrative of Episode 25 and contribute to the discourse on women's financial independence. Your participation, through feedback, questions, or topic suggestions, is crucial as we illuminate key aspects of women's financial health.
Let's explore the intricacies and prospects within the gender wealth disparity, striving for a future where every woman can access financial independence. Engage in this critical conversation and empower yourself and others with the insights shared in this episode.
Meet Our Esteemed Guest Panelists Dr. Judith Wright, a celebrated educator and founder of SOFIA, offers revolutionary insights into women’s leadership and empowerment. https://livewright.com Mariko Gordon, a finance maverick and founder of Uzume, LLC, shares her journey and advocates for women's empowerment and financial planning. https://marikogordon.com Stefanie O'Connell Rodriguez, a renowned personal finance expert, brings her expertise and co-founder experience of Statement Event to the table, focusing on gender equity and financial empowerment. https://tooambitious.com

Exploring Philanthropy's Impact and Joy Join us for Episode 24 of the Inspired Money Podcast, "The Power of Giving: Making an Impact through Philanthropy." This session sheds light on the transformative effects of giving, highlighting stories from philanthropy experts and their experiences in the field.
Fostering Generosity Philanthropy goes beyond donations. It's about connecting communities and individuals through acts of kindness. This episode features a distinguished panel: Vicky Bond, Wendy H. Steele, Tony J. Selimi, and Pietro Emanuele Garbelli. They share their experiences and insights into the extensive impact and personal satisfaction derived from philanthropic efforts.
🕒 Episode Insights Foundations of Philanthropy: Exploring the definition and societal effects of philanthropy. Everyone Can Contribute: Discussing the concept that everyone has the capacity to effect positive change. Introduction to Panelists: Meeting our experts and uncovering their unique approaches to giving. Benefits of Giving: Examining the psychological rewards of giving. Strategies for Impact: Personal stories of how effective giving transforms lives. Focus on Education: The significance of philanthropy in education and global health. Accountability in Giving: The necessity of transparency and governance in philanthropic activities. Connecting Compassion with Action This episode emphasizes philanthropy's crucial role in tackling global challenges and enhancing the sense of community worldwide. Our experts discuss the importance of clear, strategic actions and the inherent potential within each individual to drive change through generosity.
Engage with Us Tune in to the full episode and join our discussion on the power and impact of philanthropy. We welcome your insights, inquiries, or ideas for upcoming episodes. Let's explore the wide-ranging effects of giving back and shaping a more inclusive world.
🌟 Meet Our Philanthropy Leaders Vicky Bond: talks about her commitment to animal welfare and The Humane League's global efforts. ttps://thehumaneleague.org Wendy H. Steele: illuminates the Impact100 model and its transformative community projects. https://wendyhsteele.com Tony J. Selimi: discusses personal and global benefits gained from thoughtful philanthropy. https://tonyselimi.com Pietro Emanuele Garbelli: speaks on the synergy between healthcare, philanthropy, and international cooperation. https://drgarbelli.com

A Guided Journey Through Life's Financial Landmarks Embark on an enlightening voyage with Episode 23 of the Inspired Money Podcast, titled "Navigating Financial Transitions: Life's Major Milestones." This pivotal episode delves into the financial intricacies of significant life events, providing a roadmap for managing these transitions with grace and strategic foresight. We've convened a panel of financial sages: Mary Beth Storjohann, Stephanie McCullough, Joe Saul-Sehy, and Josh Bannerman, who impart their wisdom on navigating the financial aspects of life's key milestones.
🌍 Mastering Life's Financial Phases The journey of life is marked by a series of critical milestones, each presenting unique financial challenges and opportunities. From the excitement of relocating for a new job to the complexities of planning for education, the uncertainties of health emergencies, and the contemplation of retirement, every stage demands careful financial planning and insightful action. Our distinguished panelists explore these transitions, offering expert advice to steer you through them with confidence and preparedness.
🕒 Episode Insights Relocating for a Job: Navigating the financial considerations of a career move, including cost of living adjustments, state taxes, and the intricacies of job offer negotiations. Discover strategies for a smooth financial transition to a new locale. Educational Costs: Unpacking the essentials of planning for education, from engaging savings plans to understanding the landscape of scholarships, grants, and financial aid. Learn how to make education funding a family affair, involving all generations in the process. Health Emergencies: Preparing financially for health emergencies, highlighting the importance of emergency funds, health savings accounts (HSAs), and long-term care insurance. Gain insights into managing healthcare costs effectively. Retirement Planning: Rethinking retirement with a focus on financial security and emotional well-being. Explore the non-financial aspects of retirement planning, ensuring a fulfilling and well-prepared for transition. Estate Management: Integrating estate planning into your financial strategy, with advice on choosing an executor or trustee. Tackle end-of-life issues with confidence, ensuring your legacy is preserved according to your wishes. 📈 Charting a Path Through Financial Milestones This episode equips you with the knowledge to face life's financial milestones head-on, transforming potential anxieties into opportunities for growth and empowerment. Our panelists draw upon their rich experiences to provide you with actionable strategies that align with your personal and financial goals.
Engage with Us We invite you to immerse yourself in the episode and join the dialogue on navigating life's financial transitions. Your perspectives, questions, and topic suggestions are highly valued. Together, let's explore the power of financial planning in turning life's milestones into stepping stones for success.
🌟 Distinguished Panelists Mary Beth Storjohann, CFP®: Brings a wealth of experience in aligning money with values, making financial advice accessible to all. https://abacuswealth.com Stephanie McCullough: Empowers women with financial literacy, advocating for informed financial decisions free from stress. https://sofiafinancial.com Joe Saul-Sehy: Offers insights into financial confidence and wealth building, with a knack for making finance approachable and fun. https://joesaulsehy.com Josh Bannerman, CFP®: Shares nearly 25 years of financial planning expertise, balancing professional insight with personal enrichment. https://bannermanwealth.com

This episode unveils the intricate dance between regulatory frameworks, consumer influence, green tax benefits, and the tangible impacts of sustainable investment practices through the lens of real-world case studies.
🌍 Bridging Finance and Sustainability At the nexus of finance and sustainability lies the dynamic field of sustainable and ethical investing. Aimed at harmonizing investment portfolios with Environmental, Social, and Governance (ESG) principles, this episode gathers a panel of luminaries: Carole Laible of Domini Impact Investments, Morgan Simon of Candide Group, Rev. Kirsten Snow Spalding of the Ceres Investor Network, and Michael H. Posner from NYU’s Stern School of Business. Together, they dissect the evolving ESG investing landscape and its ramifications for both investors and society at large.
🕒 Episode Insights Regulatory Influence: Initiating with a dialogue on the pivotal role of regulatory bodies in sculpting the ESG investing framework, emphasizing the necessity for uniform ESG metrics and transparency. Consumer Power: The panel underscores the significant sway of consumer preferences on corporate sustainability efforts, highlighting the consumer dollar's potency in instigating change. Incentivizing Green Practices: Discussion transitions to the instrumental role of green tax incentives in nurturing sustainable business operations, showcasing examples of innovation and green technology investments. Lessons from the Field: Insights from case studies are shared, illustrating both the hurdles and triumphs encountered in the practical application of sustainable investment strategies. Looking Ahead: The episode wraps with a visionary discussion on the future of sustainable investing, spotlighting the growing relevance of ESG factors in investment decisions and the potential for regulatory advancements. 📈 Sustainable Investing's Horizon As we peer into the future, it's evident that sustainable and ethical investing transcends trend status, marking a pivotal shift in investment philosophy. The wisdom imparted by our panelists accentuates the criticality of weaving ESG considerations into investment strategies, not solely for financial gain but for the holistic health of our planet and its inhabitants.
Engage with Us We warmly invite you to immerse yourself in the full episode and partake in the dialogue surrounding sustainable and ethical investing. Your insights, inquiries, or suggestions for forthcoming topics are highly valued. Together, let's delve into how finance can serve as a catalyst for positive transformation, fostering a more sustainable and ethical global community.
🌟 Distinguished Panelists Carole Laible offers over two decades of impact investing experience, leading initiatives that advocate for diversity in finance and fossil fuel divestment. https://domini.com/inspiredmoney Morgan Simon shares her profound knowledge on impact investing, highlighted by her acclaimed book, "Real Impact: The New Economics of Social Change." https://candidegroup.com The Rev. Kirsten Snow Spalding brings her rich background in government, labor activism, law, and academia to the forefront of sustainability initiatives within the investment sphere.https://ceres.org Michael H. Posner provides invaluable insights into corporate accountability and social justice, enriching the ethical dimensions of business and finance. https://stern.nyu.edu