Inspired Money is the critically acclaimed personal finance podcast where money meets purpose. Hosted by Andy Wang, a Top 100 Financial Advisor (Investopedia), this weekly podcast—publishing since September 2017—features expert guests exploring how to make more, give more, and live more.
From building wealth and investing smarter to purposeful giving and designing a meaningful life, Inspired Money isn't just about dollars, it's about using money as a tool to live fully and make an impact. You'll hear unexpected money stories and actionable insights that challenge the status quo and inspire bold decisions.
🎙️ Named a Top 10 Personal Finance Podcast by Financial Advisors by Forbes, which wrote:
"Andy Wang's podcast, Inspired Money, is more than an instructional podcast on personal finance. He uses storytelling to help his listeners gain context into various money situations."
🗣️ And as Skye Pillsbury of Inside Podcasting put it:
"Everything works here; the guests are quirky and engaging, the questions are thoughtful, and perhaps best of all, Andy is an excellent listener."
Whether you're starting a side hustle, managing debt, or growing your income and impact, Inspired Money helps you align your financial goals with your values so every dollar works toward your best life.
Subscribe now and join the movement — because money with purpose changes everything.
Site
RSS
Apple
Classements récents
Dernières positions dans les classements Apple Podcasts et Spotify.
Liens partagés entre épisodes et podcasts
Liens présents dans les descriptions d'épisodes et autres podcasts les utilisant également.
Family & Finances: Navigating the Toughest Money Conversations
Saison 2 · Épisode 99
jeudi 5 février 2026 • Durée 56:09
Why This Episode Is a Must-Listen
Think managing family finances is all about spreadsheets and wills? Think again.
"Money Talks: The Family Finance Conversations Nobody Is Having" dives deep into the real, emotional, and sometimes uncomfortable money talks that can make or break family relationships, and even impact your financial future.
The episode delivers practical tips, expert perspectives, and real-life stories that will help you strengthen trust and open communication across generations.
If you care about protecting your family and your money, this conversation is essential viewing.
Meet the Expert Panelists
Dr. Moira Somers is a psychologist, family wealth consultant, and executive coach who specializes in the psychology of money, advising individuals, families, and institutions worldwide. She is the international bestselling author of Advice That Sticks and a faculty member at the UHNW Institute and Sudden Money Institute, and she is a leading voice on why financial advice succeeds or fails at the human level. Dr. Somers is a co-founder and Chief Learning Officer at Blackwood Family Enterprise Services. https://moneymindandmeaning.com
Lynnette Khalfani-Cox, The Money Coach®, is the Founder of the Financial Influencer Network and a nationally recognized personal finance expert. She is the author of 16 books, including the New York Times bestseller Zero Debt and her latest book, Bounce Back: The Ultimate Guide to Financial Resilience. A former CNBC commentator and Wall Street Journal reporter with more than 1,000 television appearances, Lynnette helps families and organizations build practical, multigenerational financial confidence through her articles, media appearances, and the Financial Influencer Network's education-driven initiatives. https://lynnettekhalfanicox.com
Scheduled but was not able to join due to travel delays.
Bobbi Rebell, CFP®, is the founder of Financial Wellness Strategies and the author of Launching Financial Grownups, a go-to guide for helping (almost) adult kids become money smart. A former global business news anchor at Thomson Reuters and frequent media expert quoted by outlets including The New York Times, The Wall Street Journal, and CNBC, she brings deep expertise at the intersection of money, parenting, and real-life decision-making. https://bobbirebell.com
Key Highlights:
1. Breaking the Silence on Tough Conversations According to Dr. Moira Somers, many families avoid uncomfortable discussions about aging, health, and money—which only leads to bigger problems later. She encourages families to plan ahead: "If you have [these conversations] a decade at least in advance...you can be thoughtful and caring and have, you know, be candid about how hard it might be." Proactively talking about financial help, household changes, and even when to stop driving sets the stage for smoother transitions.
2. Family Loans: More Than Money on the Line Lynnette Khalfani-Cox sheds light on why family loans so often turn sour. She urges clarity: "If you know...whoever you're loaning money to has already not paid you back...take off the rose colored glasses." She notes it's vital to formalize these deals to avoid resentment and preserve relationships—because loans can impact family bonds for years, not just bank accounts.
3. Preparing for Legacy and Heirlooms Both panelists agree: settling an estate isn't just legal—it's deeply emotional. Transparent processes, open inventory, and discussing "the why" behind gifts and heirlooms help families avoid the heartbreak of sibling feuds. Dr. Somers adds, "We ask heirlooms and possessions to do things that they were never capable of doing." The episode explores how sharing your intentions openly—while you're still here—can bring families closer together.
4. Blended Families Need Extra Clarity Blended families face even more complexity. Lynnette Khalfani-Cox emphasizes the importance of communication, aligning on values, and using structures like prenuptial agreements and QTIP trusts to protect everyone's interests. Discussing obligations and honoring prior commitments sets the foundation for multi-generational wealth and stability.
Call-to-Action
One thing to do this week: start one conversation you've been putting off. It could be asking your parents where key documents are, setting expectations with an adult child, or clarifying a financial boundary. You don't need all the answers. You just need to open the door.
Find the Inspired Money channel on YouTube or listen to Inspired Money in your favorite podcast player. Andy Wang, Host/Producer of Inspired Money
Investing in Art: Unlocking the World of Fine Art Investments
Saison 2 · Épisode 98
mercredi 28 janvier 2026 • Durée 01:20:10
Why This Episode Is a Must-Watch
Is fine art a savvy investment, or just a glamorous gamble? This episode of Inspired Money pulls back the curtain on the art market and uncovers what most investors really need to know before putting their money into masterpieces. Whether you're curious, skeptical, or already have a piece or two on your walls, this panel of high-caliber experts navigates art's intersection with investment, tech, and trust... making it a must-watch for business professionals, finance enthusiasts, and art lovers alike.
Meet the Expert Panelists
Philip Hoffman is the Founder and Chairman of The Fine Art Group, a global leader in art investment, finance, advisory, and philanthropy that he founded in 2001 after a distinguished 12-year career at Christie's, where he became CFO at age 27 and Deputy Chief Executive of Europe by 33. Under his leadership, The Fine Art Group now advises on over $20 billion in art annually for more than 350 family offices worldwide, with a presence across the U.S., Europe, Asia, and Australia. Philip is a widely quoted authority on the art market in global media and at leading financial and cultural institutions. https://www.fineartgroup.com
Nanne Dekking is Co-Executive Chairman of Winston Artory Group and one of the most prominent pioneers in applying data science, artificial intelligence, and asset tokenization to the global art market. With more than three decades of experience as an art historian, advisor, and market innovator, he has consistently operated at the intersection of connoisseurship, finance, and technology. Formerly Vice Chairman and Worldwide Head of Private Sales at Sotheby's, and the founder of Artory, Dekking is widely recognized for advancing provenance, transparency, and trust in high-value art transactions through data-driven systems and blockchain-based infrastructure. He is a frequent contributor to Bloomberg and the Financial Times and a leading voice on the future of art as an institutional-grade asset class. https://www.wag-art.com
Dr. Carina Popovici is the co-founder and CEO of Art Recognition, a Zurich-based ArtTech company pioneering the commercial use of artificial intelligence for art authentication and forgery detection. A PhD-trained theoretical physicist and former quantitative risk specialist in Swiss banking, she brings deep expertise in AI, physics, and finance to one of the art market's most critical challenges: trust, provenance, and authenticity. Her work has been featured by major international outlets including The Wall Street Journal, Financial Times, and The Guardian. In 2025, Luxembourg-based art investment firm Alpha Star invested USD 1 million in Art Recognition to accelerate the company's growth and mission.
Key Highlights: Call-to-Action
The Power of Giving: How Philanthropy Impacts Financial Well-being
Saison 2 · Épisode 90
vendredi 17 octobre 2025 • Durée 01:13:15
Why This Episode Is a Must-Listen
Can strategic generosity help you thrive, emotionally and financially?
In this Inspired Money episode, host Andy Wang brings together an expert panel to explore how acts of giving don't just change communities, but transform your own sense of purpose, happiness, and financial health.
If you believe philanthropy is only "about the money," this episode will give you a whole new perspective and practical strategies to make your giving more impactful. Whether you're an individual donor, family foundation, finance professional, or nonprofit leader, this is packed with actionable advice—and heart.
Meet the Expert Panelists
Caroline Fiennes is the Founder and Director of Giving Evidence, an organization that promotes evidence-based charitable giving to ensure donations create measurable impact. A Visiting Fellow at Cambridge University and author of It Ain't What You Give, It's the Way That You Give It, she is recognized globally as a "charmingly disruptive" expert on effective philanthropy and has advised leading donors, companies, and foundations worldwide. www.giving-evidence.com
Paul G. Schervish is Professor Emeritus of Sociology and former Director of the Center on Wealth and Philanthropy at Boston College, where he pioneered research on the moral, social, and emotional dimensions of wealth and giving. A Fulbright Scholar and five-time honoree on The NonProfit Times "Power and Influence Top 50," he has shaped how scholars and practitioners understand philanthropy as both a financial and spiritual endeavor. http://www.bc.edu/cwp
Yvonne L. Moore is the Founder and Managing Director of Moore Philanthropy and President of Moore Impact, bringing over 25 years of experience across government, civil society, and philanthropy. A leading voice in equitable and cross-border giving, she helps families, individuals, and institutions design values-driven strategies that advance social impact in the U.S., Africa, and beyond. https://moorephilanthropy.com
Key Highlights Call-to-Action
The Generosity Effect: The Ripple of Inspired Giving
Saison 2 · Épisode 5
jeudi 14 septembre 2023 • Durée 01:00:03
Aloha Inspired Money Makers!
In Episode 5 of the Inspired Money Podcast's live stream series, "The Generosity Effect: The Ripple of Inspired Giving," hosted by Andy Wang and produced by Bradley Jon Eaglefeather, a panel of nonprofit and neuroscience experts— Maggie Doyne, James Siegal, and Dr Paul J. Zak—come together to discuss the generosity effect and what it means to give of yourself!
Overview
Welcome to Episode 5 of the 'Inspired Money' live-stream series, where we delve into the transformative power of generosity. In this episode, we explore the profound impact of giving on both the giver and the recipient. Our esteemed panelists will share their personal stories, discuss the science behind generosity, and inspire you to create your own philanthropic legacies.
Segments
Segment 1: The Heart of Generosity: Emotional and Psychological Dimensions of Giving : Generosity is more than just giving; it's a profound expression of human connection. This segment explores the emotional and psychological dimensions of generosity, revealing how it shapes our mental landscape and fosters community and trust.
Segment 2: The Many Faces of Giving: Time, Talent, and Treasure: Discover the three T's of giving—Time, Talent, and Treasure. This segment delves into the various ways we can contribute to the world, from volunteering our time to sharing our unique skills and making financial contributions.
Segment 3: Effective Altruism: Maximizing Impact through Thoughtful Giving: How can we make the most significant difference in the world? This segment introduces the concept of Effective Altruism, a movement that aims to maximize the overall well-being through evidence-based giving.
Segment 4: Inspiring a Legacy of Generosity: Strategies for Long-Term Impact: What does it mean to leave a lasting legacy of generosity? This segment explores how individuals and companies can create a measurable and enduring impact through strategic and innovative giving.
Segment 5: The Generosity Ecosystem: Collaborative Giving and Community Building: In our interconnected world, the Generosity Ecosystem is reshaping how we give. This segment explores the power of collaborative giving and community engagement, urging us to build a culture of generosity that resonates with our shared humanity.
The Art and Science of Wine Tasting with Niccolò Baldelli-Boni, Josh McCallen and Jin Ahn
Saison 2 · Épisode 3
mercredi 6 septembre 2023 • Durée 59:40
Insights from The Art and Science of Wine Tasting with Niccolò Baldelli-Boni, Josh McCallen and Jin Ahn. In Episode 3 of the Inspired Money Podcast's live stream series, "The Taste of Success," hosted by Andy Wang and produced by Bradley Jon Eaglefeather, a distinguished panel—Niccolò Baldelli-Boni, Josh McCallen, and Jin Ahn—shared their wisdom on the art and science of wine tasting. The segment, fittingly titled "The Art and Science of Wine Tasting," explored the complexities of sensory evaluation, wine characteristics, and the importance of group tasting.
Here are the key takeaways from this enlightening segment.
The Intricacies of Sensory Evaluation
Niccolò Baldelli-Boni, a seasoned wine enthusiast, emphasized the need for a comprehensive sensory evaluation when tasting wine. He pointed out that it's not just about sipping; it's about visual examination, olfactory evaluation, and taste analysis. These techniques help in discovering the wine's complexity and character.
The Olfactory Journey: From Flaw Detection to Complexity
Jin Ahn, a professional in the field, elaborated on the olfactory evaluation process. He highlighted the importance of first identifying any flaws in the wine, such as cork taint or oxidation. Once the wine passes this initial test, the focus shifts to its fruit profile, non-fruit characteristics, and overall complexity.
The Power of Group Tasting
Jin Ahn also emphasized the value of group tasting, especially with those more knowledgeable. He explained that group settings allow for comparative tasting, which is crucial for understanding the nuances between different wines, vintages, or vineyards. It's a collaborative learning experience that can significantly enhance your wine-tasting skills.
The Legacy of Renault Winery
Josh McCallen introduced us to the fascinating world of Renault Winery, the second oldest winery in America, surprisingly located in New Jersey. He shared the rich history of the winery, founded in the 1800s, and its unique terroir. This segment served as a reminder that the world of wine is vast and full of surprises, and that history and location often play a significant role in a wine's character.
The Art of Giving Back with Scott Fifer, Professor Richard Marker, Amar Shah
Saison 2 · Épisode 2
mercredi 30 août 2023 • Durée 58:46
Livestream 2: Welcome to Episode 2 of the Inspired Money live-stream podcast series, "The Art of Giving Back." This episode delves into the multifaceted world of philanthropy, exploring its philosophical foundations, innovative models, community engagement, ethical considerations, and the role of technology in shaping its future.
Segment 1: The Philosophy of Philanthropy In this segment, we explore the profound philosophy behind philanthropy, tracing its historical roots and ethical considerations. We discuss how it's not just about financial support but a collective commitment to creating a better world.
Segment 2: Innovative Models of Social Impact Here, we uncover the future of philanthropy, discussing innovative models like social entrepreneurship and impact investing. We delve into how these pathways are making philanthropy more inclusive, effective, and aligned with global challenges.
Segment 3: Community Engagement and Grassroots Change We focus on the power of local communities to drive real change. From the Housing First approach to grassroots engagement, we explore how listening, learning, and collaborating can create lasting impact.
Segment 4: Balancing Financial Sustainability and Ethical Considerations in Nonprofits This segment explores the delicate balance that nonprofits must strike between financial sustainability and ethical considerations. We discuss how organizations can navigate this complex terrain to achieve long-term success and impact.
Segment 5: Technology's Role in Shaping the Future of Philanthropy In our final segment, we explore how technology is not just a tool but a catalyst for change in philanthropy. From digital fundraising platforms to data analytics, we discuss the ethical considerations and transformative potential of technology in philanthropy.
Meet Our Esteemed Guest Panelists
Scott A. Fifer Scott A. Fifer is the founder and CEO of GO Campaign, a nonprofit organization that has helped over 58,000 children across 28 countries. A former New York City attorney and Hollywood screenwriter, Fifer's passion for philanthropy was ignited after watching the movie "Hotel Rwanda," inspiring him to make a tangible difference in the lives of children around the world.
Financial Freedom Unleashed with Jordan Grumet, Dr. Lakisha L. Simmons and Mariko Gordon
Saison 2 · Épisode 1
mardi 29 août 2023 • Durée 59:16
Livestream 1: Welcome to the inaugural episode of the Inspired Money live-stream podcast series, "Financial Freedom Unleashed." This episode is a comprehensive guide to achieving financial independence and early retirement. We delve into the principles of FIRE (Financial Independence, Retire Early), investment strategies, mindful spending, and the psychological aspects of financial freedom.
Segment 1: The Journey to Financial Independence: A Critical Look at Early Retirement In this segment, we ignite a thought-provoking conversation on the realities of early retirement in today's world. We explore the allure and potential pitfalls of the FIRE movement, hearing stories from both sides—those who've thrived and those who've struggled.
Segment 2: The Emotional Rollercoaster of Financial Independence Emotions run high on the road to financial independence. We delve into the emotional complexities of this journey, exploring the psychological landscape of this life-altering pursuit.
Segment 3: Strategies for Success and Potential Pitfalls The path to financial independence is a delicate dance between risk and reward. We uncover the tools that can lead to success and the traps that can derail dreams, providing a comprehensive look at the financial landscape.
Segment 4: The Diversity of the Journey: Financial Independence for Different Demographics We explore the diverse paths to early retirement, highlighting the experiences of singles, couples, families, and various career stages. We uncover the factors that shape these individual journeys, revealing the rich tapestry of lives woven by the quest for financial freedom.
Segment 5: Impact of Financial Independence on Lifestyle and Personal Fulfillment In our final segment, we explore the profound impact of financial independence on lifestyle and personal fulfillment. We journey into a world where money is a tool, not a tether, and discover what it truly means to be free.
Meet Our Esteemed Guest Panelists
From internal medicine physician to financial independence expert, Jordan Grumet has a multifaceted journey that showcases his dedication to empowering others. He is currently an associate medical director at Journeycare Hospice and the host of the Earn & Invest podcast.
Pre-Stream: Unlocking Your Path to Financial Freedom
Saison 2
jeudi 10 août 2023 • Durée 57:21
Get ready to embark on a transformational journey alongside host Andy W and our esteemed guest panelists, Joe Saul-Sehy and Chris W. This is not just another live stream; it's a groundbreaking series where you'll learn, grow, and be inspired to achieve financial greatness.
📅 Mark your calendar for our grand debut: August 16, 2023, at 6 PM ET!
After an awe-inspiring 273 episodes of reflection, it's time to shake things up, get a little uncomfortable, and take you on an exhilarating ride toward financial independence. Our 100 live stream episodes are designed to be a two-way learning experience, where Andy will expand his horizons and you, our valued viewer, will discover the keys to your financial success.
Central to this remarkable journey is our philosophy: "Make More. Give More. Live More." Joining us is the remarkable Chris W, Andy's brother. Who is also an advocate for fee-only fiduciary services and the Buy Local NJ movement. We'll also delve into the world of micro loans through Kiva, embodying the spirit of giving that shapes our journey.
Here's a glimpse of what's in store in our first five live stream episodes:
🌟 Episode 1: Financial Freedom Unleashed (Scheduled for August 16, 2023) Discover the secrets to financial freedom and early retirement through smart investing, strategic saving, and mindful spending. Meet experts and individuals who've forged their path to financial independence, gaining actionable insights to apply in your own life.
🌟 Episode 2: The Art of Giving Back (Scheduled for August 23, 2023) Experience the power of philanthropy and its profound impact on communities. Join us as we share inspiring stories from nonprofit founders, volunteers, and beneficiaries, and explore innovative ways to make a lasting positive change in the world.
🌟 Episode 3: The Taste of Success: Unveiling the Secrets of Fine Wine Collecting (Scheduled for August 30, 2023) Raise a glass to the world of fine wine collecting! Follow Andy as he journeys through vineyards, meets sommeliers, and uncovers hidden gems of the wine world. Explore wine regions, grape varieties, and the art of building a profitable wine collection.
Redefining Retirement with Ric Edelman: Longevity, Wealth, and the Future of AI
Épisode 273
mardi 8 août 2023 • Durée 01:00:18
Episode 273: Welcome to the Inspired Money podcast! In this enlightening episode, we explore the captivating world of personal finance, investing, and the future with the renowned financial expert and bestselling author, Ric Edelman.
Guest Biography
Ric Edelman is the Founder of the Digital Assets Council of Financial Professionals (DACFP) and a leading voice in the financial planning and investment management profession. With 12 bestselling books, including "The Truth About Crypto," Ric's insights have shaped the industry.
Ric's groundbreaking approach to personal finance, longevity, and artificial intelligence offers a fresh perspective on wealth building and retirement planning. His innovative ideas have earned him accolades, including being ranked three times as the nation's No. 1 Independent Financial Advisor by Barron's.
Digital Assets Council of Financial Professionals (DACFP): Introducing DACFP, a leading provider of crypto education founded by Ric Edelman. Connecting financial professionals with digital assets communities, DACFP offers live events, webinars, blogs, and the first and largest Certificate in Blockchain and Digital AssetsSM program.
The Truth About Your Future: Ric hosts "The Truth About Your Future" podcast and produces Public Television specials, enlightening audiences on personal finance, longevity, and the impact of AI on our collective future. His teachings at Georgetown University and Rowan University have inspired thousands.
Make sure to SUBSCRIBE to Inspired Money for more extraordinary insights and financial enlightenment. Like, share, and join us on this remarkable journey to financial success and mindful living!
In this episode, you'll learn:
Ric's innovative approach to gamifying wealth building
How to plan for extended longevity and redefine retirement
The profound implications of artificial intelligence on society
Show notes:
Thanks for Listening !
From $100 to Multi-Million Dollar Business: The Inspiring Journey of Matt Shoup
Épisode 272
vendredi 9 juin 2023 • Durée 54:46
Episode 272: Successful business owner Matt Shoup talks about how he took $100 and built a multi-million dollar painting company from scratch.
Guest Biography
In March of 2005, Matt was laid off from a corporate banking job that he absolutely hated. Matt quickly founded M & E Painting with the last $100 he had to his name, all while being close to $200,000 in personal debt.
M & E Painting grew quickly and has produced over $30 million dollars in revenue since 2005. Matt and M & E Painting have received dozens of local, state, national and international business awards. M & E Painting was named one of the United States Top Small Workplaces by Inc Magazine and Winning Workplaces in 2011, one of Colorado's Top 250 Private Companies by Colorado Biz Magazine in 2010, made the INC 5000 List (#1724) of Fastest Growing Companies in the United States in 2010, and received the Northern Colorado Better Business Bureau Torch Award for Business Ethics in 2017.
Matt was named one of Colorado Biz Magazine's Top Five Most Influential Young Professionals (2010), one of 40 Under 40 Top Business Leaders by the Northern Colorado Business Report (2013), and received the Colorado State University (CSU) Gold Award being named Alumni of the Last Decade (2012). Matt has been featured in publications such as INC Magazine, Entrepreneur Magazine, BBC, Fox Small Business, Huffington Post, US News and World Report, and EO Overdrive.
Matt has founded 6 successful companies and grown them all from the ground up. All of these companies are being run by extraordinary people! These companies are M & E Painting, M & E Roofing Solutions, RiRy, Makers of The Pirate Patch Drywall Repair Tool, Northern Colorado Jiu Jitsu, M & E Real Estate Ventures and MattShoup.com Along the way, Matt received his Brazilian jiu jitsu black belt, traveled the world, raised an amazing family, learned to perfect cooking Spanish paella, and has enjoyed pouring into the lives of innumerable entrepreneurs and small business leaders, all while always enjoying countless cups of Spanish coffee at Café Sevilla.
1. Authenticity, Trust, and Data—More Fragile Than You Think Blue chip status rests on reputation, but Carina Popovici reveals that institutional validation doesn't eliminate authenticity risks. AI tools are changing how authenticity and confidence intersect, potentially saving investors from costly surprises.
2. Investment Is About Expert Know-How, Not Just Data Philip Hoffman emphasizes that "human interaction, professional knowledge, and expertise make the difference between $3 million and $30 million." Data and AI support, but don't replace, the judgement of seasoned advisors, especially when condition and provenance can shift value dramatically.
3. Fractional Ownership: Democratizing or Dangerous? Platforms like Masterworks are opening doors, but Nanne Dekking and Philip Hoffman warn about high fees and speculative risks for everyday investors. "The costs kill it. For every million you're investing…in a fractionalized fund…your fees will be $40 million," cautions Philip Hoffman.
4. AI Can Be a Double-Edged Sword While good AI models are advancing to authenticate art, Carina Popovici highlights the growing threat: "These days it's possible to fake absolutely anything…with AI." The stakes in provenance and validation have never been higher.
Here is one thing to do this week, take a moment to explore your own relationship with art: visit a gallery, research an artist you admire, or even start tracking works that inspire you. Engaging with the art world, even just a little, is the first step toward thinking like a thoughtful art investor.
Find the Inspired Money channel on YouTube or listen to Inspired Money in your favorite podcast player. Andy Wang, Host/Producer of Inspired Money
Stephen Kump is President of DAFs at Foundation Source, where he leads innovative philanthropic solutions for donors, institutions, and workplaces. A former Bain consultant and U.S. Army officer, he is also the founder of Charityvest and Chairman of Teen Advisors, combining technology and purpose to expand access to effective giving. https://foundationsource.com
This episode is sponsored by Runnymede Capital Management. Get your free 3-minute financial plan at https://www.inspiredmoney.fm/getplan and discover your retirement age, income, and strategy today.
1. Building an Impactful Philanthropic Portfolio Caroline discusses why giving should be as strategic as any investment. Rather than random donations, align your charitable "portfolio" with your skills and resources—and verify that you're meeting real needs with evidence-based solutions. She advises, "It's important to think about what you have... Money is the most obvious thing, but there can be other things donors bring as well."
2. The Emotional Rewards of Giving Paul reveals that generosity is deeply connected to happiness and meaning. Drawing on Aristotle's concept of "philia"—friendship love—he explains, "The more you feel the people you are looking to help are actually yourself, or people like those whom you love...the greater is your generosity." Joy comes from connecting your giving to your deepest values.
3. Values-Driven and Relationship-Centered Giving Yvonne urges donors to engage their families and communities—not just write checks. Impact starts with understanding the problems you're trying to solve, ongoing donor education, and building trust with nonprofits. "Philanthropy is not about wealth, it's about worth and how you understand the worth of other people," she shares.
4. Technology and Financial Planning Tools for Greater Impact Stephen demystifies donor advised funds and tax-smart strategies, making giving frictionless and empowering donors to commit more, without financial strain. "We want to put a lot of focus on making the transactional frictionless so the relational can flourish," he says. From bunching to appreciated stock, financial tools are game changers for modern philanthropists.
Inspired Money Challenge: This week, take one intentional action toward generosity: set up a recurring donation, research a charity before giving, or simply give your time to someone who needs support. Do it with purpose, and notice how it makes you feel.
Find the Inspired Money channel on YouTube or listen to Inspired Money in your favorite podcast player.
Maggie Doyne: Maggie, an American philanthropist, has dedicated over 13 years to educating children and empowering women in Nepal. She founded the BlinkNow Foundation and used her life savings to build a home for orphaned children. Her work has been globally recognized, and she believes that anyone can make a difference "in the blink of an eye." Her story embodies the episode's focus on the transformative power of generosity.
Dr Paul J. Zak:Paul is a renowned professor and researcher in neuroeconomics, focusing on the science behind extraordinary experiences and happiness. His work explores the neurochemical foundations of trust and morality, making him an expert in the psychological dimensions of generosity. His research has been cited over 19,000 times, and he's a regular TED speaker. His insights will add depth to the episode's exploration of the emotional and psychological aspects of giving.
James Siegal: James is a Senior Fellow at KABOOM!, an organization aimed at ending playspace inequity. During his tenure as CEO, he expanded the organization's reach through philanthropy and public-private partnerships, focusing on racial equity. His experience in the public, private, and non-profit sectors makes him a thought leader in community engagement and social impact, aligning perfectly with the episode's theme of generosity and giving.
The segment "The Art and Science of Wine Tasting" from Episode 3 of the Inspired Money Podcast's live stream series, "The Taste of Success," provided a rich tapestry of insights and perspectives. The conversation wasn't just about tasting; it was about doing so in a way that aligns with a deeper understanding and appreciation of wine. As you navigate the evolving landscape of wine tasting, let the wisdom of Niccolò Baldelli-Boni, Josh McCallen, and Jin Ahn be your guiding stars.
by Story Alchemist - Stella Knight (Creative Collaborative Media Design by EaglesVision).
Guest Profiles:
Nicholas Baldelli-Boni lives in Tuscany and can trace his family roots there for over 900 years. He studied in Europe and the United States, then came home and failed (badly) at running an agricultural business. Today, he works with luxury tourism in Cortona and Florence and invests in real estate.
Jin Ahn is co-owner and general manager at noreetuh, a Hawaiian restaurant in the East Village. He's responsible for the restaurant's award-winning wine list of approximately 300 selections with a strong representation from France and Germany. In addition to the wines, there are a number of craft beers and specialty sakes on the list. If you're looking for good Old-World Riesling or red Burgundy in New York City, then this is where to go.
Josh McCallen is a business turnaround expert and resort rehab specialist. He is a multi-faceted leader in the luxury, residential, hospitality, and real estate project leadership. In the past 20 years, Mr. McCallen has led projects, generating well over $100,000,000 in revenues. As CEO and president of Vivamee Hospitality, he oversees Renault Winery in Egg Harbor, NJ, one of the only vintners in the U.S. with the privilege of calling his sparkling wine Champagne.
Professor Richard A. Marker A distinguished figure in the field of philanthropy, Professor Richard A. Marker has served in various roles, including CEO of a major philanthropic foundation and a university chaplain. Currently, he advises large and small foundations and individual philanthropists through Wise Philanthropy™. His work is characterized by a distinctive approach to funder strategy, specializing in intergenerational issues and ethical considerations.
Amar Shah Amar Shah is the President and Co-Founder of Change, an organization focused on leveraging technology to drive social impact. His work involves overseeing organizational strategy, partnerships, and initiatives aimed at fulfilling Change's mission.
Join us for this enlightening episode as we explore the art of giving back. Whether you're a seasoned philanthropist or just starting your journey, this episode offers valuable insights that can help you make a meaningful impact.
This blog post is brought to you by Runnymede Capital Management, in collaboration with EaglesVision and the Inspired Money live-stream podcast series.
Jordan Grumet, aka Doc G
Dr. Lakisha L. Simmons, The AchieveHer® Dr. Simmons is a retired financial guru and single mom who retired at 41 years old. She is the founder of BRAVE Consulting and has touched thousands of women's lives through her platform, AchieveHer. Her story of overcoming obstacles and achieving financial independence is an inspiring testament to her grit and determination.
Mariko Gordon Mariko Gordon built $2.5 billion money management firm Daruma Capital Management, specializing in small-cap investments. After 30 years of analyzing companies, speaking to management teams, studying competitive landscapes, and taking apart business models, she helps people to run their businesses, finances and lives on their own terms.
Join us for this enlightening episode as we unleash the secrets to financial freedom. Whether you're a seasoned investor or just starting your journey, this episode offers valuable insights that can help you achieve your financial goals.
This episode is brought to you by Runnymede Capital Management, in collaboration with EaglesVision and the Inspired Money live-stream podcast series.
🌟 Episode 4: Investing 101: Building a Strong Financial Foundation (Scheduled for September 6, 2023) Equip yourself with the knowledge to make informed investment decisions. From stocks and bonds to index investing and asset allocation, we'll empower you to navigate the world of investing with confidence.
🌟 Episode 5: The Generosity Effect: The Ripple of Inspired Giving (Scheduled for September 13, 2023) Witness the profound impact of generosity on both giver and recipient. Discover the ripple effect of inspired giving as we showcase individuals who've made a difference through their charitable endeavors. Find inspiration to create your own philanthropic legacy.
🎙️ Special Guest: Joe Saul-Sehy 🎙️ Join us as Joe shares his incredible journey of changing careers at age 40. As the founder and host of the award-winning Stacking Benjamins podcast, Joe brings his wealth of financial wisdom and experience to our Live Stream Series. With 16 years as a former financial advisor, Joe's insights are a true asset to your financial journey.
Prepare to upskill, be inspired, and set yourself on a path to financial greatness. It's not just a live stream – it's a transformative experience that will leave you empowered and enlightened.
Ready to embark on this incredible journey? 🌠 Join us live on August 9th at 6 PM ET on Inspired Money Channel on Youtube! Let's unlock the doors to financial freedom together! 🌟🔓
🎥🌍📢 Co-Creating Podcasting Experiences! Creative Collaborative Media Design Visit: https://eaglesvision.co.za/
Episode Credits: Transmedia Producer: Bradley Jon Eaglefeather Live Stream Editor: Bradley Jon Eaglefeather Animator: Chad Lawrence Web Work & Social Media: Bradley Jon Eaglefeather
✉️📧 Subscribe to Andy's email newsletter for investment insights and updates from the Runnymede investment team: https://www.runnymede.com/newsletter
Découvrez des podcasts liées à Inspired Money. Explorez des podcasts avec des thèmes, sujets, et formats similaires. Ces similarités sont calculées grâce à des données tangibles, pas d'extrapolations !
