In this episode of the Inspired Money Live Stream Podcast, we discuss the intriguing world of wine regions and investment opportunities. Joined by guest panelists Anthony Zhang, John Jackson, Tanisha Townsend, and Cha McCoy, we navigate through the intricacies of wine production, market trends, and strategic investments.

Discovering the World of Wine Investment

Wine investment is not just about enjoying a good bottle, but also about understanding the complexities of the wine market. "Exploring Wine Regions and Investment Opportunities," brings to light the multifaceted aspects of investing in wine. Our distinguished guests share their expertise and personal experiences, offering a comprehensive view of wine investment beyond traditional financial markets.

🕒 Episode Insights

• Soil Composition, Climate, and Vineyard Topography: The panel discusses how these factors influence the quality and value of wine.
• What Makes Wine Special: Insights into the unique characteristics that make certain wines stand out.
• Impact of Vineyard and Winemaking Decisions: Exploring how decisions made in the vineyard and winery affect wine quality and investment potential.
• Enjoying Wine with Friends: The social aspect of wine and its influence on consumer preferences.
• Influence of Terroir on Consumer Preferences: How terroir impacts taste and market trends.
• Sustainability in the Wine Industry: What the wine industry can teach us about sustainability and reducing carbon footprints.
• Branding and Marketing for Hybrid Grapes: Strategies for branding and marketing hybrid grapes in a competitive market.
• Challenges in Labeling Sustainable Wines: Discussing the difficulties in labeling and certifying sustainable wines.
• Natural Wine Movement: Debating the merits and challenges of the natural wine movement.
• Technological Advancements in Wine Investment: How technology is transforming wine investment.
• Emerging Markets for Wine Investment in Asia: Identifying new investment opportunities in Asian markets.
• Shifts in Consumer Preferences for Wine: Understanding how consumer tastes are evolving and how to adapt.
• Connecting Generational Trends in Wine: How different generations approach wine consumption and investment.
• Non-Alcoholic and Fizzy Wines: Trends in the market for non-alcoholic and fizzy wines.
• Health-Conscious Wine Choices: Exploring the growing market for health-conscious wine options.
• Up-and-Coming Wine Regions: Highlighting regions that are gaining attention for their wine production.
• Affordable Older Vintages from Germany and Portugal: Investment opportunities in older vintages from these regions.
• Strategic Investment Models in Wine: Approaches to building a wine investment portfolio.
• Wine as an Asset Class: How wine is becoming recognized as a viable asset class for investors.
• Wine Investment and NFTs: The intersection of wine investment and digital assets.
• Vinovest's Portfolio Strategy: Insights into Vinovest's approach to managing wine investment portfolios.
• Educating Investors and Engagement with Producers: The importance of investor education and engagement with wine producers.
• Wine Recommendations and Bordeaux Futures: Expert recommendations and insights into Bordeaux futures.
• Second and Third Wines: The role of second and third wines in investment strategies.
• Liv-ex Regional Sub-Indices: Understanding the Liv-ex indices and their relevance to wine investment.
• Misunderstandings of Wine Investments: Common misconceptions about investing in wine and how to avoid them.
• Diversifying Investment with Wine Industry: Strategies for diversifying investments within the wine industry.
• Matching Portfolio with Drinking Preferences: Aligning investment strategies with personal wine preferences.
• Favorite Wine Experiences: Personal anecdotes from our panelists about their favorite wine experiences.

Navigating the Path to a Rewarding Wine Investment

This episode is a treasure trove of wisdom for anyone interested in wine investment. From understanding the impact of terroir to implementing effective investment strategies, our panelists guide listeners through the critical aspects of investing in wine.

Join the Conversation

We invite you to immerse yourself in this enlightening discussion on wine regions and investment opportunities. Your thoughts, questions, or suggestions for future topics are greatly appreciated. Engage with us and discover how to navigate the complexities of wine investment.

Meet Our Guest Panelists Anthony Zhang is a serial entrepreneur known for scaling businesses and securing funding from top investors. He is co-founder and CEO of Vinovest, the world’s first platform for investing in fine wine. As a mentor at WineUnify and former head of marketing and business development at Blockfolio, Anthony's influence spans beyond his entrepreneurial endeavors, earning him accolades like the Thiel Fellowship award and recognition on the Los Angeles Business Journal's "20 In Their 20s" List. https://vinovest.co   John Jackson is a full-time intellectual property attorney and a passionate sommelier, known on YouTube and Instagram as attorneysomm. He has obtained the prestigious level 4 DipWSET wine certification with merit from the Wine Spirit Education Trust (WSET) and a Wines of Georgia Certification. In addition to his formal wine education, John has visited more than 300 wineries in over 65 different wine regions worldwide. https://instagram.com/attorneysomm https://youtube.com/@AttorneySomm   Tanisha Townsend, Chief Wine Officer of lifestyle agency Girl Meets Glass, curates immersive wine experiences in Paris and beyond, fostering a vibrant community of oenophiles. With certifications from WSET Level 3 Advanced to French Wine Scholar, Tanisha empowers wine enthusiasts with knowledge and confidence, ensuring each tasting is a memorable journey of discovery. https://girlmeetsglass.com   Cha McCoy, MBA, CS, LEED AP, is a Certified Sommelier, Public Speaker, and Beverage Event Producer, owning The Communion boutique wine and spirits shop in Upstate, NY, and leading Cha Squared Consulting, LLC. As Charleston Wine + Food Festival's Beverage Director and Cherry Bombe Magazine's first Beverage Director & Editor, Cha champions change in the beverage community. https://chamccoy.com

In this episode of the Inspired Money Podcast, host Andy Wang welcomes Dr. Bob Wright, Dr. Mary Bell Carlson, and Victor Ricciardi to discuss the role of psychology in shaping our money mindset. They explore biases, mindset shifts, and the education needed to make sound financial decisions.

Transitioning to a New Chapter

In "The Psychology of Money: Understanding Your Money Mindset," we explore how overcoming biases, adopting a positive mindset, and aligning financial decisions with personal values can lead to financial well-being. Our guests offer strategies to reframe beliefs, cultivate mindfulness, and make informed financial decisions.

🕒 Episode Insights

• Recognizing Biases in Financial Behavior: Dr. Mary Bell Carlson discusses the impact of cognitive biases on financial decisions.
• Family Influences on Money Beliefs: Dr. Bob Wright explains how family shapes our earliest attitudes toward money.
• Mindset Shifts: From Scarcity to Abundance: The panel explores replacing a scarcity mentality with an abundance mindset.
• Reframing Limiting Beliefs about Wealth: Dr. Bob Wright shares strategies for uncovering unhelpful beliefs and replacing them with empowering ones.
• Mindfulness, Gratitude, and Journaling: Dr. Mary Bell Carlson emphasizes gratitude practices and journaling for financial well-being.
• Aligning Financial Decisions with Personal Values: Dr. Mary Bell Carlson offers tips for prioritizing financial goals according to personal values.
• Impact of Mood on Decision-Making: Victor Ricciardi highlights how mood affects risk perception and financial decisions.
• Timing Financial Education: Dr. Mary Bell Carlson emphasizes "Just in Time" education, providing advice when it’s most relevant.
• Confidence Gap in Investing: Victor Ricciardi addresses the gap in financial confidence between men and women.
• Designing Positive Financial Affirmations: Dr. Bob Wright advises on creating affirmations that align with deeper beliefs.
• Understanding Your Money History: Dr. Mary Bell Carlson explains how reviewing your past can enhance future behaviors.
• Conversations as a Strategy for Change: Dr. Mary Bell Carlson advocates for open discussions about money.
• Avoiding Scarcity Mindset Groups: Dr. Bob Wright suggests avoiding groups that reinforce scarcity beliefs.
• Effective Debt Management: The panel compares the benefits of the snowball vs. avalanche debt repayment methods.
• Long-Term Financial Planning: Victor Ricciardi shares strategies for meaningful long-term impact.
• Investing in Yourself and Quality of Life: Dr. Bob Wright emphasizes the importance of personal growth and investing in oneself.

Navigating the Path to Financial Well-being

This episode provides insights into the psychology of money and its impact on financial behaviors. By understanding biases, reframing beliefs, and aligning financial goals with personal values, individuals can achieve a healthier money mindset and improve their financial well-being.

Join the Conversation

We invite you to immerse yourself in this insightful discussion on understanding your money mindset. Share your thoughts, questions, or suggestions for future topics with us, and learn how to reshape your financial behaviors for a more prosperous future.

Meet Our Guest Panelists Dr. Bob Wright, co-founder of the Wright Graduate University for the Realization of Human Potential and a Professor of Transformational Leadership, is recognized internationally for his Integrative Model of Human Growth and Development. As a best-selling author, top executive coach, and founder of influential organizations, including The Men’s Guild, Be Heard, and Transformational Leadership Symposium, Dr. Wright empowers individuals to reach their potential and fosters cutting-edge leadership worldwide. https://livewright.com   Dr. Mary Bell Carlson, CFP®, AFC®, is a renowned financial behavior expert, speaker, and storyteller, known for her influential work in government, academia, and beyond. As an adjunct professor at the University of Georgia, President of Financial Behavior Keynote Group and co-host of the Real Money, Real Experts podcast, Mary empowers individuals and families to enhance their financial well-being through education and behavior change. https://fcs.uga.edu https://keynote.financial   Victor Ricciardi, a Visiting Assistant Professor of Finance at Ursinus College, is renowned for his research on the psychology of risk and client behavior. As the Coordinator of Behavioral and Experimental Research at SSRN, his insights on the intersection of human behavior and financial decision-making have garnered widespread recognition in the field of behavioral finance. He has written three books: Advanced Introduction to Behavioral Finance, Financial Behavior (2017), and Investor Behavior (2014.) https://twitter.com/victorricciardi

Welcome to Episode 32 of the Masterclass Series, focused on "Advanced Watch Collecting Techniques." Join us as our expert panelists, Christian Zeron and Tony Traina, thoughtfully discuss the world of horology. Christian Zeron brings a wealth of creative vision from LMFNYC Consulting & Creative, coupled with extensive historical knowledge from Theo & Harris. Tony Traina, from Hodinkee, enhances our discussion with his profound expertise on collectible and vintage watches.

Exploring Advanced Watch Collecting Techniques

"Advanced Watch Collecting Techniques" unveils the complex aspects of watch collecting. Our esteemed guests discuss the technical precision, historical significance, and artistic beauty that define the horology landscape.

If you have not yet watched these Inspired Money retirement episodes, check them out.

• Unlocking the Secrets of Successful Retirement
• Effective Retirement Income Strategies: Securing Your Financial Future 

For a free, 3-minute financial plan, visit www.runnymede.com/getplan.

🕒 Episode Insights

• Turbillion and Gravity Effects on Watch Accuracy: Discussion on how turbillions mitigate gravity's impact on watch accuracy.
• Personal Watch Preferences of Panelists: Our guests share insights into their personal watch collections.
• Trends in Watchmaking and Collector Preferences: Examination of current trends influencing collectors and the watch industry.
• Evaluating Limited Edition Watches: Analysis of what elevates limited edition watches in the collectors' market.
• Watches as Cultural and Historical Icons: Exploration of watches as markers of cultural and historical significance.
• Artistic Significance in Watch Collecting: The role of artistic design in the appeal of watch collecting.
• Impact of Collaboration in Watch Industry: Discussion on how collaborative efforts shape watch design and collectibility.
• Challenges of Market Accessibility for Collectors: Identification of the barriers collectors face when acquiring rare models.
• Brand Heritage and Its Impact on Watch Valuation: How a brand's history can enhance its watches' value.
• Mastering Authentication and Condition Assessment: Strategies for authenticating and assessing the condition of collected watches.
• Transitioning from Hobbyist to Strategic Watch Investor: Guidance on shifting from collecting as a hobby to strategic investing.
• Balancing Passion and Investment in Watch Collecting: Tips for managing the emotional and financial aspects of watch collecting.

Deep Dive into Advanced Watch Collecting Techniques

This episode serves as a resource for anyone deeply interested in or currently engaging in watch collecting. The episode not only includes detailed mechanical insights to the broader emotional connections with timepieces, our panelists  also talk about luxury spending trends and the need for personal budgeting.

Join the Conversation

Dive into this comprehensive discussion on "Advanced Watch Collecting Techniques." We welcome your thoughts, questions, or suggestions for future topics. Connect with us and expand your horological knowledge and appreciation through this detailed exploration.

Meet Our Guest Panelists Christian Zeron is the Creative Director and Partner at LMFNYC Consulting & Creative, known for his strategic vision and deep-rooted expertise in luxury watches. He began his illustrious career at Theo & Harris, an educational and entertainment hub in the horology sector. https://lmfnyc.com https://theoandharris.com   Tony Traina is a leading editor at Hodinkee, specializing in the niche of collectible and vintage watches. His background as a corporate attorney combined with his passion for horology provides a unique perspective to our discussion. https://tonytraina.com https://hodinkee.com

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/ 

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