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Invest Well, Be Well

Rusty Vanneman CMT CFA
Investing
Behavioral Finance
Personal Development
Wellness
Financial Advisors
Leadership
Investment Strategies
Personal Wellness
Etfs
Personal Health
Fitness Alpha
Voice Marketing
Global Macro
Orion Advisor Tech
Alternative Investments
Investment Advice
Personal Branding
Financial Planning
Discipline
Limitless Mindset

A podcast for wiser investing and stronger living. Success in the markets and in life requires sound investments — in our portfolios and our personal wellness. A weekly show, Invest Well, Be Well explores the principles of long-term investing, behavioral finance, and peak performance with top-performing investment professionals and cross-industry leaders. Hosted by investment executive Rusty Vanne... more

PublishesTwice weeklyEpisodes28Founded5 months ago
Number of ListenersCategories
BusinessInvestingFitnessHealth & Fitness

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Artwork for Invest Well, Be Well

Latest Episodes

In this episode, we discuss how to reframe uncertainty into a strength rather than a liability, how advisors and leaders can build resilience for market shocks, how advisors can better integrate investing well with living well, why repairability trum... more

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In this episode, we discuss Bob’s ilustrious and varied career, what he remembers about growing up in Germany during WWII, his thoughts on the role of central banks and crypto currency, why he believes Keynesian Economics is fundamentally flawed and ... more

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In this episode, we discuss the problem Parti Pris is solving for advisors and their clients, the non-negotiable principles of wise investing, how to achieve true diversification at a household level, the most crucial risk management tools, how Joe’s... more

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In this episode, we discuss the underlying principles of technical analysis, why so many institutional investors overlook or misunderstand technical analysis, what disciplined investing looks like, how quantitative investing and behavioral investing ... more

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Recent Guests

Fritz Folts
Managing partner and chief investment strategist
3Edge
Episode: Fritz Folts - Timeless Lessons on Managing Risk and Building Resilience
Don Calcagni
Chief Investment Officer at Mercer Advisors, with expertise in evidence-based investing.
Mercer Advisors
Episode: Don Calcagni: Theory Meets Practice - Investing Well and Living Strong
Randy Lambert
Head of RIA Solutions and partner at Intentionally
Intentionally
Episode: Randy Lambert - Future Ready: How Intention and Innovation Build Better Firms (and Lives)
Chip Roame
Founder and managing partner of Tiburon Strategic Advisors
Tiburon Strategic Advisors
Episode: Chip Roame: Five Trends Shaping The Future of Wealth
Chris Riggio
Chief revenue officer at LegitScript
LegitScript
Episode: Chris Riggio: From Markets to Mountains, How to Lead and Live Strong
Allison Bonds Mazza
Head of US Wealth at State Street Investment Management and president of State Street Global Advisors Funds Distributors.
State Street Investment Management
Episode: Allison Bonds Mazza: From Markets to the Palisades Fire - Lessons in Resilience
Arthur Fratelli
Keynote speaker, performer, and magician
amazingarthur.com
Episode: Arthur Fratelli - The Art of Communication: Lessons from the Amazing Arthur
Skyler Steinke
Managing director at the Ascent Group
Ascent Group
Episode: Skyler Steinke - From Tokenization to Biohacking
Dick Fredericks
Founding partner of Main Management, former U.S. ambassador, and investor
Main Management LLC
Episode: Dick Fredericks - Wisdom from Wall Street to the World

Hosts

Rusty Vanneman
Long-time investment professional with extensive experience in the investment industry.
Robyn Murray
Storyteller and journalist with a background in financial storytelling and wellness advocacy.

Reviews

4.5 out of 5 stars from 8 ratings
  • Amazing Content

    Great speakers and so well done. Go Rusty!

    Apple Podcasts
    5
    Trade What You See
    United States2 months ago

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Talking Points

Recent interactions between the hosts and their guests.

Fritz Folts - Timeless Lessons on Managing Risk and Building Resilience
Q: What advice would you give to a younger investor about living well while building a long-term investing mindset?
Find a mentor and always self-encourage; remember, in investing, you either win or learn.
Fritz Folts - Timeless Lessons on Managing Risk and Building Resilience
Q: What routines do you use to maintain mental clarity?
Diet, exercise, and sufficient sleep are essential; consider yourself an athlete in the investment space.
Fritz Folts - Timeless Lessons on Managing Risk and Building Resilience
Q: How do you balance the pursuit of upside versus protecting downside when building portfolios?
Focus on generating attractive risk-adjusted returns while being cautious of euphoric trends that can signal a bubble.
Fritz Folts - Timeless Lessons on Managing Risk and Building Resilience
Q: What are three investment principles that are timeless and support long-term success?
Playing the long game, understanding market history, and developing the capacity to hold multiple scenarios simultaneously are crucial tenets.
Don Calcagni: Theory Meets Practice - Investing Well and Living Strong
Q: What advice would you give to executives maintaining high performance and wellness?
Always remain curious, focus on the human impact of decisions, and maintain a balance between work and personal life.

Audience Metrics

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Frequently Asked Questions About Invest Well, Be Well

What is Invest Well, Be Well about and what kind of topics does it cover?

Focused on the intersection of investment strategies and personal well-being, this series features discussions that blend insights from top industry professionals with practical life lessons. The content spans various themes, including long-term investing, behavioral finance, and peak performance, providing listeners with actionable advice for both financial growth and personal development. Unique elements include interviews with experts not only from finance but also from various other fields, each sharing their perspectives on enhancing overall quality of life through sound investment practices.

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Which podcasts are similar to Invest Well, Be Well?

These podcasts share a similar audience with Invest Well, Be Well:

1. Plain English with Derek Thompson
2. Up First from NPR

How many episodes of Invest Well, Be Well are there?

Invest Well, Be Well launched 5 months ago and published 28 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Invest Well, Be Well?

Recent guests on Invest Well, Be Well include:

1. Fritz Folts
2. Don Calcagni
3. Randy Lambert
4. Chip Roame
5. Chris Riggio
6. Allison Bonds Mazza
7. Arthur Fratelli
8. Skyler Steinke

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