Inspired Money

Andy Wang, Runnymede Capital Management

Improve your money mindset with host Andy Wang, named a top influential financial advisor by INVESTOPEDIA, as he interviews actors, entrepreneurs, non-profit leaders, and even a former WWE wrestler to help you get inspired, shift your perspectives on money, and achieve incredible things.

  • 1 hour 5 minutes
    Unlocking the Secrets of Successful Retirement

    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/ 
    23 April 2024, 3:11 pm
  • 1 hour 2 minutes
    A Taste of Success: Andy’s First Fine Wine Investment
    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
    23 April 2024, 3:00 pm
  • 1 hour 2 minutes
    Financial Empowerment for Women: Bridging the Gender Wealth Gap
    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
    22 March 2024, 10:00 am
  • 1 hour 1 minute
    The Power of Giving: Making an Impact through Philanthropy
    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
    21 March 2024, 2:38 pm
  • 1 hour 5 minutes
    Navigating Financial Transitions: Life’s Major Milestones
    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
    27 February 2024, 7:29 pm
  • 1 hour 2 minutes
    Investing in Sustainable and Ethical Companies

    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
    16 February 2024, 7:09 pm
  • 1 hour 10 minutes
    The Art of Negotiation: Mastering the Skill of Financial Success

    Unlock the Secrets of The Art of Negotiation

    Discover the transformative power of negotiation in Episode 21 of the Inspired Money Podcast, "Master the Art of Negotiation for Financial Triumph." Host Andy Wang invites you into a world where negotiation is not just a skill but a gateway to achieving your financial dreams. Join our journey with industry mavens Brian Will, Rich Carey, and Everold Reid as they share their insights.  

    Empowering Your Financial Journey Through Negotiation

    Key Insights From Our Negotiation Gurus:

    • Brian Will: Dive into Brian's entrepreneurial saga of founding multiple successful ventures. Uncover how negotiation served as the cornerstone of his business achievements.
    • Rich Carey: From military life to real estate magnate, Rich reveals the strategic nuances of real estate negotiation, emphasizing the critical role of market savvy and preparation.
    • Everold Reid: With a storied career in auto sales, Everold unravels the art of sales negotiation, highlighting the essence of problem-solving and relationship building.

    Navigating Negotiation's Diverse Landscape

    Explore the intricate dynamics of negotiation, from leveraging power shifts to understanding cultural intricacies. Gain comprehensive insights into how negotiation influences both financial success and meaningful relationship development.

    Innovation in Negotiation: Embracing Technological Evolution

    Discover how cutting-edge technology, including data analytics and AI, revolutionizes negotiation strategies, offering unprecedented advantages in today’s digital era.

    The Bedrock of Success: Cultivating Trust and Empathy

    At negotiation's core lies the unanimous belief in the importance of forging deep, trusting relationships. Learn how transcending transactional exchanges can create a foundation for future prosperity.

    A Challenge to Transform: Sharpen Your Negotiation Skills

    Inspired Money challenges you to refine your negotiation prowess in everyday scenarios, from securing discounts to negotiating service rates, showcasing the potential for continuous skill enhancement.

    Mastering Negotiation: A Pathway to Financial and Relational Riches

    This episode stands as a comprehensive manual for anyone eager to fortify their negotiation capabilities. Immerse yourself in expert advice and strategies that celebrate negotiation's role in fostering financial success and lasting connections.

    Featuring Insightful Panelists:

    Brian Will: https://brianwillmedia.com

    Rich Carey: https://youtube.com/richonmoney

    Everold Reid: https://thereidmethod.com

    13 February 2024, 4:39 am
  • 1 hour 5 minutes
    Beyond Traditional Investing: Exploring Alternative Asset Classes

    Beyond Traditional Investing: Exploring Alternative Asset Classes Join host Andy Wang in the latest episode of the Inspired Money Livestream Podcast as he leads a riveting exploration into the world of alternative investments with experts Gary Brode, Ric Edelman, and David Stein. 

    Innovative Perspectives on Alternative Assets

    Diverse Investment Strategies with Gary Brode Deep Knowledge Investing's Gary Brode offers a rich dive into hedge funds and alternative investments. His insights stress the critical need for understanding unique fund characteristics and adapting to evolving market trends.

    Future-Proof Investing with Ric Edelman Financial visionary Ric Edelman discusses blockchain's transformative role in investment strategies. He emphasizes preparing portfolios for the fast-evolving financial landscape of the 21st century.

    Practical Approaches with David Stein David Stein, a seasoned investment strategist, sheds light on practical strategies for alternative asset classes. His expertise highlights the significance of in-depth research and understanding of risk-return dynamics.

    Embracing Change in Modern Investing The panel navigates the shifting paradigms of investment, underscoring the integration of assets like cryptocurrencies and private equity into contemporary portfolios. The discussion focuses on evolving investment approaches to embrace these new asset classes.

    Engagement and Insights for Investors

    Whether a finance novice or a veteran investor, this episode is a treasure trove of insights and strategies for navigating the vibrant landscape of alternative investments.

    Guest Panelists:

    Gary Brode 📈: Offering sophisticated investment insights at Deep Knowledge Investing.

    Ric Edelman 🌐: A pioneer in financial planning, exploring the future of investments at The Truth About Your Future.

    David Stein 💡: Imparting practical investment advice at Money for the Rest of Us.

    2 February 2024, 4:24 am
  • 1 hour 12 minutes
    Cultivating Abundance: Attracting Wealth with a Prosperity Mindset

    Introduction to Wealth and Prosperity Mindset In "Wealth and Prosperity: Cultivating an Abundance Mindset," host Andy Wang leads a compelling discussion on the Inspired Money Livestream Podcast. This episode features a panel of experts who share insights on harnessing a prosperity mindset for wealth creation.  

    Expert Insights on Prosperity and Wealth

    Bob Baker's Positive Thinking for Prosperity Bob Baker, renowned for his affirmations, underscores the practicality of a prosperity mindset for attracting wealth. He demonstrates how adopting this mindset reveals opportunities and potential for wealth in everyday life.

    Cliff Ravenscraft's Journey to Prosperity Cliff Ravenscraft, a transformative business coach, discusses his shift from scarcity to abundance thinking. His story illustrates how changing mindsets can lead to significant growth in wealth and personal development.

    Tony Salimi on the Science of Prosperity Tony Salimi delves into the neurological and psychological facets of abundance thinking and its impact on wealth accumulation. He explains how aligning thoughts, emotions, and actions is crucial for financial success.

    James Orini's Entrepreneurial Wealth Strategies James Orini provides an entrepreneurial viewpoint, emphasizing the importance of fearlessness and effective execution in building wealth. He shares insights on how vision and learning from experiences contribute to prosperity.

    Strategies for Cultivating Wealth and Prosperity

    The discussion emphasizes that a prosperity mindset goes beyond financial gain. It involves overall well-being, embracing opportunities, and making decisions aligned with wealth and prosperity goals. The panelists offer strategies for a prosperous life, valuable for anyone aiming to enhance their financial situation.

    Engagement and Learning on Wealth and Prosperity

    Whether you're starting in entrepreneurship or an experienced investor, this episode offers a wealth of knowledge and practical strategies for prosperity.

    Guest Panelists:

    Bob Baker 🎸 - His affirmations and meditations on YouTube inspire millions to embrace a mindset conducive to wealth. https://BobBakerInspiration.com https://PromoteYourCreativity.com

    Cliff Ravenscraft 🎙️ - He guides thousands to overcome limitations and achieve prosperity through his coaching and podcast. https://cliffravenscraft.com

    James Orsini 💼 - A leader at VaynerX, he drives financial growth and strategic planning in global markets. https://www.linkedin.com/in/james-orsini-4b1aaa7 https://twitter.com/JimmyThePencil  https://www.instagram.com/jamesorsini https://vaynerx.com

    Tony J. Selimi 🌟 - A TEDx speaker and coach, he aids individuals in realizing their potential for wealth and success.  https://tonyselimi.com

    18 January 2024, 8:49 pm
  • 1 hour 5 minutes
    Retirement Planning Strategies: Designing a Future of Financial Independence

    In the episode "Retirement Planning Strategies: Designing a Future of Financial Independence" of the Inspired Money Livestream Podcast, Andy Wang masterfully orchestrates a panel of financial savants to dissect the multifaceted journey of retirement. This episode, featuring Roger Whitney, Fritz Gilbert, Anne Lester, and Colleen Jaconetti, delves into an odyssey of fiscal foresight and personal aspiration, guiding listeners through the labyrinth of securing a fulfilling and financially independent retirement.

    Mastering Your Retirement Plan

    Beyond the financial dimensions, this episode also underscores the importance of social engagement, mental well-being, and finding purpose in retirement. The panelists collectively stress the significance of building and nurturing social connections, engaging in community activities, and maintaining a healthy lifestyle to enhance the quality of retirement life.

    Listeners are invited to absorb the wealth of knowledge shared in this episode. Engage in the conversation about retirement planning and share your own journey towards financial independence in the comments. Join the community on social media for ongoing discussions that blend the art of living with the science of financial planning.

    Whether you're meticulously mapping out your retirement or just starting to ponder your financial future, "Retirement Planning Strategies: Designing a Future of Financial Independence" is a treasure trove of insights. This episode is a testament to the intricate tapestry of retirement planning, intertwining financial acumen with a holistic approach to living a fulfilling post-work life.

    Guest Profiles:

    Roger Whitney:

    Roger Whitney, the "Retirement Answer Man," brings a wealth of 27 years in finance, offering a paradigm shift in retirement planning. His insights transcend traditional models, advocating for a balanced blend of vision, feasibility, and resilience. Whitney's approach to retirement is not just about numbers; it's about adapting life plans to financial realities, ensuring a transition that's both smooth and enriching.

    https://www.rogerwhitney.com

    Fritz Gilbert:

    Fritz Gilbert, the voice behind The Retirement Manifesto, shares his personal narrative of transitioning from active wealth accumulation to thoughtful wealth management. His story, marked by a strategic shift in financial tactics, serves as a beacon for those navigating the uncertain waters of retirement. Gilbert emphasizes the importance of a diversified income stream, underscoring the need for flexibility and adaptability in retirement planning.

    https://www.theretirementmanifesto.com

    Anne Lester:

    Anne Lester, with her extensive background in guiding younger generations, highlights the criticality of starting early and planning strategically for retirement. Her insights offer a valuable framework for Millennials and Gen Z, illuminating the path towards a future that balances both dreams and practical needs. Lester's unique perspective on envisioning the future self as a friend rather than a stranger is a profound takeaway for listeners. 

    https://annelester.com

    Colleen Jaconetti:

    Colleen Jaconetti from Vanguard brings her expertise in aligning short-term and long-term financial goals. She delves into the complexities of financial planning, discussing the nuanced balance between immediate needs and future aspirations. Jaconetti's analysis of withdrawal strategies and the art of balancing risk and income generation in retirement provides listeners with practical tools for financial planning.

    http://vanguard.com

    17 January 2024, 7:44 pm
  • 1 hour 15 minutes
    The Investor's Journey: Andy's First Watch Acquisition

    In "The Investor's Journey," Andy Wang introduces us to the opulent and intricate world of luxury watch collecting. This episode, featuring insights from Dan Spitz and Gary Getz, offers a rare glimpse into high-end horology, investment strategies, and the storytelling in the craftsmanship of timepieces.

    Dan Spitz, an independent watchmaker with a background as a thrash metal musician, brings a unique perspective. He draws parallels between the community in indie watchmaking and the camaraderie found in music, emphasizing the emotional connections in luxury watches. Spitz's approach goes beyond financial gain, advocating for investing in pieces that resonate personally, highlighting the value of unique stories and artistry.

    Gary Getz, a seasoned watch collector, shares extensive knowledge and personal experiences. He speaks on the importance of understanding market trends and building relationships within the watch community. Reflecting on his journey, including his first luxury watch purchase, Getz underscores the virtues of patience and personal attachment to each watch. His insights offer a practical guide to developing a meaningful and financially sound collection.

    The episode explores personal connection, the artistry of watchmaking, and strategic investment. The contrast between Spitz's focus on emotional aspects and Getz's market-oriented perspective enriches the discussion, providing a comprehensive understanding of the emotional resonance and practicalities of collecting luxury timepieces.

    For those starting in luxury watches, the episode provides valuable strategies. Investing in watches with personal significance, understanding market trends, and building community relationships are key. These strategies are applicable to both novices and seasoned investors, guiding the creation of a fulfilling and prudent collection.

    In summary, episode 17 masterfully intertwines watchmaking art with savvy investment strategies, illuminated by Spitz's and Getz's insights. It's a testament to the rich emotional tapestry and financial acumen in luxury watch collecting.

    Listeners, explore further into the world of luxury watches, discovering emotional connections, artistic value, and investment potential. Share your thoughts on luxury watch collecting or your horology journey in the comments, and engage with us on social media for more captivating conversations.

    Whether you're an experienced collector or just beginning to explore high-end timepieces, "The Investor's Journey" offers knowledge, inspiration, and guidance in this luxurious and rewarding pursuit.

    Guest Profiles:

    Daniel A. Spitz:

    Daniel A. Spitz is a third-generation Master Watchmaker and former lead guitarist of the award-winning metal band Anthrax. His music is literally out of this world playing on NASA's Curiosity Rover on Mars! With Swiss and American degrees in watchmaking and micro-mechanical engineering, Dan's illustrious career includes roles as the Head Master Watchmaker of Complications Specialist for Chopard, instructor, and juror for the prestigious GPHG awards.

    https://danspitz.com/the-watchmaker/

    Gary Getz:

    Gary Getz, a retired CEO of Strategos, is a prominent watch enthusiast renowned for his diverse timepiece collection, showcased on Instagram (@garyg_1) and as the "Resident Collector" on www.quillandpad.com. With expertise spanning contemporary to vintage watches, Gary is also recognized for his role on the GPHG Jury, contributing valuable insights to the watch industry.

    https://quillandpad.com/2014/02/24/introducing-resident-collector-garyg/

    8 January 2024, 3:14 pm
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