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Family & Finances: Navigating the Toughest Money Conversations05 Feb 202600:56:09
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 Investments28 Jan 202601:20:10
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. https://art-recognition.com

Key Highlights:

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.

Call-to-Action

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

The Power of Giving: How Philanthropy Impacts Financial Well-being17 Oct 202501:13:15
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

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.

Key Highlights

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.

Call-to-Action

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.

Andy Wang, Host/Producer of Inspired Money

The Generosity Effect: The Ripple of Inspired Giving14 Sep 202301:00:03
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. 

Guest Profiles:

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.

Guest Links: 

Maggie Doyne: https://maggie-doyne.com and https://blinknow.org

Dr. Paul Zak: https://pauljzak.com/

James Siegal: https://kaboom.org

Hashtags: #InspiredGiving #JamesSiegal #MaggieDoyne #PaulJZak #GenerosityEffect #RippleOfGiving #EffectiveAltruism #TimeTalentTreasure #InspiredMoneyLive #Eaglesvision

This blog post is brought to you by Runnymede Capital Management, in collaboration with EaglesVision and the Inspired Money live-stream podcast series.

The Art and Science of Wine Tasting with Niccolò Baldelli-Boni, Josh McCallen and Jin Ahn06 Sep 202300:59:40

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.

Conclusion

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.

Guest Links:

Niccolò Baldelli-Boni: https://www.instagram.com/nbb982/

Josh McCallen: https://www.renaultwinery.com/

Jin Ahn: https://www.noreetuh.com/

Hashtags: #InspiredMoney #NiccolòBaldelliBoni #JoshMcCallen #JinAhn #FineWineCollecting #WineTastingArt #WineScience #WineInvestment #GlobalWineTour #WineAndCulture #SustainableWineries #WineConnoisseur #InspiredMoneyLive #EaglesVision

This blog post is brought to you by Runnymede Capital Management, in collaboration with EaglesVision and the Inspired Money live-stream podcast series.

The Art of Giving Back with Scott Fifer, Professor Richard Marker, Amar Shah30 Aug 202300:58:46

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.

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.

Financial Freedom Unleashed with Jordan Grumet, Dr. Lakisha L. Simmons and Mariko Gordon29 Aug 202300:59:16

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

Jordan Grumet, aka Doc G 
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.

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.

Pre-Stream: Unlocking Your Path to Financial Freedom10 Aug 202300:57:21

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.

🌟 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! 🌟🔓

 #InspiredMoneyLive #EaglesVision #JoeSaulSehy #FinancialFreedom #Empowerment #PathToSuccess #PhilanthropyJourney #WineWisdom #Investing101 #GenerosityEffect #FinancialIndependence #GivingBack #WineCollecting #InvestmentKnowledge #PhilanthropicImpact #MoneyMatters #BuildingWealth #InspiredGivers #FinancialEducation #LiveStream

🎥🌍📢 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

🌐📱 LET'S CONNECT!
Facebook: http://facebook.com/runnymedecap
Twitter: http://twitter.com/RunnymedeCap
Twitter (Inspired Money): https://twitter.com/inspiredmoneyfm
LinkedIn: http://www.linkedin.com/in/andywang888
Instagram (Inspired Money): http://www.instagram.com/inspiredmoneyfm

🔖🌟 Remember to like, subscribe, and share the episode with your friends and family. Let's spread the inspiration and positive impact together! 🤝✨

Redefining Retirement with Ric Edelman: Longevity, Wealth, and the Future of AI08 Aug 202301:00:18

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: https://www.inspiredmoney.fm/273

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From $100 to Multi-Million Dollar Business: The Inspiring Journey of Matt Shoup09 Jun 202300:54:46

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.

In this episode, you'll learn:

  • How Matt built a successful business after being laid off
  • The mental health of entrepreneurs
  • The importance of finding mentors who speak honestly and directly

Show notes: https://www.inspiredmoney.fm/272

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How to Pay Off Debt and Build Wealth with Marcus Garrett25 May 202300:47:03

Episode 271: Marcus Garrett, author of DEBT Free or Die Trying, talks about how to make a plan and set up a system to pay off debt.

Guest Biography

After surviving the mean streets of the inner suburbs in the Great State of Texas, Mr. Garrett obtained a Bachelor of Arts in Business Administration and work experience as a Certified Internal Auditor, Financial and Data Analyst. As a Senior Millennial, his inflated self-esteem was amplified with participation trophies given to him without merit during his most impressionable years. Somehow he overcame these personal roadblocks to become an award-winning freelance writer on topics ranging from love and relationships to debt and personal finances.

In this episode, you'll learn:

  • Money mistakes that Marcus made that got him $30k in debt
  • How to make a plan and set up a system to pay off debt
  • The 50/30/20 approach to budgeting

Show notes: https://www.inspiredmoney.fm/271

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Use Big Data to Grow Your Business with Asha Saxena02 May 202300:39:14

Episode 270: Asha Saxena, Founder and CEO of Women Leaders in Data and AI, discusses how businesses of all sizes can use AI to grow exponentially.

Guest Biography

Asha Saxena is the Founder and CEO of Women Leaders in Data and AI (WLDA), a mastermind group helping women in technology succeed both personally and professionally. She is also a professor at Columbia University in NYC, teaching healthcare consulting and entrepreneurship to graduate students, and is a partner with CEO International where she coaches CXO leaders. As a serial entrepreneur, Asha has built and sold three successful businesses. Most recently, she has served as CEO and Chairperson of Future Technologies Inc., a data management firm that provided warehousing, analytics, and intelligence services. She was also the CEO and Chief Innovation Officer of Aculyst, which provided best-in-class healthcare analytics services through a pre-built model that integrates clinical, financial, and operational data. Asha has served on a number of for-profit and nonprofit boards and is a contributor and international speaker on a variety of technology, data, AI, and women-related issues.

In this episode, you'll learn:

  • Companies that we interact with every day that use AI to improve customer experiences
  • Following the data to identify business trends
  • How to implement a systematic approach to applying technology in your business

Show notes: https://www.inspiredmoney.fm/270

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Photographing the World's Most Influential People with Christy Bowe05 Apr 202301:11:35

Photo journalist, Christy Bowe talks about the business of taking photos of US Presidents, world leaders, and celebrities.

Guest Biography

Christy Bowe is one of the few women still photographers who has covered five consecutive administrations at The White House, photographing eight presidential inaugurations, the confirmation hearings of eight US Supreme Court Justices and two presidential impeachments. She has captured heroes, sages, celebrities and royalty, glamorous galas and the pomp of ceremony, the horrific events of 9/11, the fervor of political protests and social unrest, the madness of events at the January 6 Insurrection and the ebb & flow toll of political power. In EYES THAT SPEAK: One Woman News Photographer's Journey with History Makers, she offers readers an intimate view of the White House and its power players through her lens.

Shop at www.yaahdy.com for Jamaican products. Use code "money" to get 10% off your entire order.

In this episode, you'll learn:

  • The importance of finding a mentor
  • The business of being an independent photojournalist
  • Stories about Presidents, movie stars, and the Dalai Lama.
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Investing in Real Estate: Building Wealth through Property Investments10 Oct 202501:07:54
Why This Episode Is a Must-Listen

Are you ready to move beyond traditional approaches to real estate and discover today's smartest wealth-building strategies?

This episode of Inspired Money brings together five investors  to demystify how property investment is adapting to a tech-driven, data-first era. Whether you're just getting started or scaling up your portfolio, this conversation offers actionable insights on asset selection, risk management, advanced financing, and making an impact—with a wealth-building lens you won't want to miss. 

Meet the Expert Panelists

Ken McElroy is a multifamily real estate investor, author, and CEO of MC Companies, which manages more than $2 billion in assets nationwide. A popular YouTube creator, podcast host, and founder of The Collective Advisors Mastermind, he is dedicated to teaching others how to achieve financial freedom while giving back through the Sharing the Good Life Foundation. https://kenmcelroy.com

Neal Bawa is the CEO and Founder of UGro and Grocapitus, two data-driven commercial real estate investment firms with a portfolio of over 4,800 units and $1 billion in assets under management. Known as "The Mad Scientist of Multifamily," he is a leading voice in applying analytics, PropTech, and FinTech to transform real estate into a more transparent and tech-enabled asset class. https://grocapitus.com

Jay Papasan is a bestselling author and longtime executive at Keller Williams Realty International, where he has led education, publishing, research, and strategic content for the world's largest real estate company. CEO of Produktive and co-author of The ONE Thing (3.5M+ copies sold), Jay also co-owns Papasan Properties Group with his wife Wendy and hosts The ONE Thing and Think Like a CEO podcasts. https://www.jaypapasan.com

J Scott is an entrepreneur, investor, and bestselling author of five real estate books that have sold over 500,000 copies worldwide. A former Silicon Valley executive at Microsoft and eBay, he's now a partner at Bar Down Investments, where he currently owns and operates a $200M multifamily investment fund with over 1,100 units. https://www.jscott.com

Paul Moore is the Founder of Wellings Capital, a firm that manages 8 private equity commercial real estate funds. He is a seasoned commercial real estate investor with experience in multifamily, self-storage, and large-scale developments. An entrepreneur and author of two real estate books, Paul has completed over 100 property investments and regularly shares his expertise through podcasts, media appearances, and industry events. https://www.wellingscapital.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.

Key Highlights

1. The Power and Pitfalls of Niche Asset Classes 
Paul Moore's perspective on "boring but beautiful" sectors like self-storage and small-bay industrial assets emphasizes their recession resistance and long-term cash flow. He underlines: "A great property can be ruined by a mediocre operator, and a mediocre asset can be saved and prosper under a great asset manager." This theme of specialized knowledge—versus chasing trends—is critical for sustainable, risk-adjusted returns.

2. Leveraging Data, AI, and Hyperlocal Analysis
Neal Bawa demonstrates how real estate investing is being revolutionized by artificial intelligence and predictive analytics. "All of our rent comps are now done by a tool called Manus…We're able to manage our properties better because our weekly reports on asset management are AI-generated," Neal shares. The key is using tech not just for efficiency, but for smart, precision targeting in investment decisions.

3. Strategic Asset Management—From Landlord to Business Owner
Ken emphasizes the essential mindset shift from simply being a landlord to managing properties as scalable businesses. "If the asset is in really, really good shape, it's well capitalized, it's maintained, financially maintained…then it actually helps when you start to exit." Operational excellence—including robust asset management and leveraging both people and systems—drives sustainable value.

4. Aligning Values and Wealth: Impact Investing in Real Estate 
This episode dives into strategies for doing well while doing good. Jay Papasan highlights, "The money is good for the good it can do...wealth is great because we can make great change with it." Both he and J Scott discuss setting impact goals, engaging community, and integrating purpose into investment models—showing that profitability and purpose aren't mutually exclusive.

Call-to-Action

Your Inspired Money challenge for the week: take one step to move from "landlord thinking" to "asset manager thinking." Review a property you own, or one you're considering, and calculate its Net Operating Income. Ask yourself, "What simple change could increase cash flow or reduce costs?" 

Mentioned in this Episode:
  1. Warren Buffett
  2. Charlie Munger
  3. John Arrillaga
  4. The Perfect Investment: Create Enduring Wealth from the Historic Shift to Multifamily Housing (Paul Moore)
  5. CoStar Real Estate Manager
  6. Yardi
  7. Manus
  8. William Wilberforce
  9. Amazing Grace (2006 film)
  •  

Find the Inspired Money channel on YouTube or listen to Inspired Money in your favorite podcast player. Andy Wang, Host/Producer of Inspired Money

Invest Like a Hedge Fund Manager with Mike Taylor22 Mar 202301:13:34

Episode 268: Investor Mike Taylor shares common characteristics of great hedge fund portfolio managers, how he invests, and current risks in the stock market.

Guest Biography

Mike Taylor is the Lead Portfolio Manager of the Simplify Health Care ETF (PINK), the first 100% pro bono ETF focused on the health care sector. Net profits are donated for the benefit of the Susan G. Komen foundation on an annual basis. He has over two decades of experience managing long/short health care equity portfolios at leading hedge funds, including PM and Managing Director of CriticalMass Partners LLC. Previously, Mike managed hedged and factor neutral-portfolios with a gross amount over $1 billion at funds including Millennium, Citadel and Diamondback Capital. He is regarded to have built and run one of the best-performing Healthcare funds on Wall Street.

Mike began his investment career at OppenheimerFunds as the Head of Healthcare. He has overseen the day to day operations, portfolio trading, and research at multiple institutions, and prior to Portfolio Management, Michael worked as a Scientist during the 1990's developing viral-vector based gene therapeutic drugs for the Bio/Pharma industry. He holds advanced degrees in Science and Business from the Johns Hopkins University and the William E. Simon School of Business.

This episode is brought to you by Runnymede Capital Management. For our market views, subscribe to our email at www.runnymede.com/newsletter.

In this episode, you'll learn:

  • Characteristics that make the best HF portfolio managers and why they have to reinvent themselves many times over
  • What happened at Silicon Valley Bank
  • Mike shares his 2023 financial outlook and what one of his biggest positions is right now

Show notes: https://www.inspiredmoney.fm/268

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Everyday Experiences That Changed My Life with Danny Olmes17 Mar 202300:51:14

Episode 267: Author of "Memoirs of an Ordinary Guy," Danny Olmes redefines what it means to be extraordinary and why being great should be a reflex.

Guest Biography

Daniel Stuart Olmes is a husband, father of twins, entrepreneur, and aerospace and defense executive residing outside of Washington, D.C. in the Northern Virginia suburbs. He is currently the president and chief operating officer of a mid-sized government contractor and is an avid reader, fitness enthusiast, and volunteer, spending most of his free time watching his kids' sports and on the baseball field as a Little League coach. He has founded two companies—Middleburg Capital and Hellen Systems—the first being a commercial real estate investment firm, and the second, a technology company focused on a national security initiative to create a ground-based back-up for the Global Positioning System (GPS). He earned a bachelor's degree in biology at Virginia Tech in 2000.

This episode is brought to you by Runnymede Capital Management. For our market views, subscribe to our email at www.runnymede.com/newsletter.

In this episode, you'll learn:

  • The power of journaling to track and reflect upon moments in your life
  • Why greatness should be a reflex
  • Taking the harder road and taking major risks in your life

Show notes: https://www.inspiredmoney.fm/267

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Conscious Alliance the Art of Feeding People with Justin Levy09 Mar 202301:09:13

Episode 266: Justin Levy, Executive Director at non-profit Conscious Alliance, talks about his cerebral palsy, working with at risk kids, and leading a movement that has served over 10 million meals to kids and families in need.

Guest Biography

Justin Levy has served as Executive Director of Conscious Alliance since 2012. His focus on expanding the organization's distribution capabilities resulted in the acquisition of a national distribution center and headquarters in Broomfield, Colorado in 2020, as well as the launch of new and innovative programs to accelerate delivery and impact. Levy has made food quality a priority, improving the health and nutrition standards of donated foods. Levy's focus lies heavily on serving the Native American and youth communities through seeking donations, as well as implementing gardening programs that align with community culture.

With Cerebral Palsy and severe dyslexia, Levy works with his limitations to bring a fierce spirit to support others. Levy has had 14 surgeries, has been in and out of wheelchairs, and has endured thousands of hours of painful physical therapy – and he had to learn how to walk four different times before finishing high school. Due to the hardships he has endured throughout his life, Levy is unable to read or drive. As a highly functioning Executive Director, where he lacks in creating spreadsheets and emails, he makes up for tenfold through inspiration, facilitating a powerful organizational culture, and cultivating meaningful partnerships through strong relationships. Levy holds a degree in Service-Learning Program Development from Warren Wilson College.

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In this episode, you'll learn:

  • The power of experiential learning outside of the classroom
  • Justin's sometimes circuitous and unplanned path of helping kids
  • How Conscious Alliance has scaled its impact in a big way

Show notes: https://www.inspiredmoney.fm/266

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How to Make a Budget That Works with Kumiko Love03 Mar 202300:57:54

Episode 265: Kumiko Love, "The Budget Mom," shares how she took back control of her financial life by creating a budget and paying off $77,000 in debt in less than a year.

Guest Biography

Kumiko Love empowers women everywhere to regain control of their financial lives. An Accredited Financial Counselor with over nine years of experience in the finance industry, she founded The Budget Mom, a community of millions of women on a path to financial fulfillment.

She's also the creator of the wildly popular Live Rich Planner® and Budget by Paycheck® Workbook. Love has been featured on Good Morning America, the Today show, CNN, CBS, ABC and in USA Today, US News, World Report, Huffington Post, Money Magazine, Parents Magazine, the Washington Post, and Real Simple. She lives in Spokane Valley, Washington.

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In this episode, you'll learn:

  • Why money is never a conversation about numbers
  • How to start paying off debt even when you feel overwhelmed
  • Why Miko didn't buy clothes for an entire year

Show notes: https://www.inspiredmoney.fm/265

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Going All In on Blockchain with Rob Frasca15 Feb 202301:04:24

Episode 264: Serial entrepreneur and venture capitalist Rob Frasca talks about early-stage investing in megatrends from the Internet to Blockchain and Cryptocurrencies.

Guest Biography

Rob Frasca is a serial entrepreneur, investor, visionary online pioneer and frequent speaker on blockchain and cryptocurrencies. A pioneer and product visionary, Rob founded and brought 3 venture-backed startups, to successful exits, and served as CEO of 4 companies.

Rob is widely recognized for creating the first Internet fintech company (GALT Technologies), the Internet's first stock quote and portfolio management service- NETworth, which was eventually acquired by Intuit in 1994 and became Quicken Financial Network. His second startup, an early artificial intelligence company, was acquired by Lycos, the second-most-popular internet portal at the time, where he became VP and General Manager. Frasca's third startup, Affinnova, was acquired by Nielsen in 2014. He is a visionary and online pioneer who has brought over 50 products to market, including one with over 100 million users.

Frasca graduated from the Rochester Institute of Technology with a B.S. in Mechanical Engineering and received an MBA/M.S.I.A. from Carnegie Mellon's Tepper School of Business. He is also a decorated U.S. Naval Flight Officer with 18 combat missions.

This episode is brought to you by Runnymede Capital Management. Follow me on LinkedIn at https://www.linkedin.com/andywang888.

In this episode, you'll learn:

  • An entrepreneur's views getting paid to create value
  • Why Rob is so excited to invest in early stage companies focused on blockchain, crypto, cyber security, and artificial intelligence
  • Make sure you tune in to the end to learn about the benefits of tokenizing a venture capital fund

Show notes: http://www.inspiredmoney.fm/264

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How to Choose a Career with Stephanie Nuesi02 Feb 202301:08:01

Episode 263: First gen Latina and Googler, Stephanie Nuesi talk about landing her dream job, helping others land jobs, and the power of creating content on LinkedIn.

Guest Biography

Stephanie Nuesi is the CEO and Founder of Max Up, a career coaching firm whose mission is to maximize the potential of the future leaders of the nation. She has interned in various top accounting firms, tech companies and different banks in New York City and California. Stephanie is now a financial analyst at Google.

Stephanie is passionate about career coaching and public speaking. She has given over 300 workshops and events in 10 countries and has been guest speaker for companies like Wiley, The AICPA, UBS, LinkedIn, and more.

Stephanie has been featured on Fox News, abc news, The Denver Channel, The Well, The CPA Journal, Josh Talks USA, and more. She has helped over 5,000 students and professionals from all over the world with her company Max Up, where she provides career coaching and professional development strategies and resources to help them land their dream careers. Because of her passion to keep involved with the community, she was chosen as a 2019 Forbes Under 30 Scholar and is now a NextGen 30 Under 30 for the hispanic executive magazine, which highlights the most successful latinos worldwide.

Stephanie's mission is to create an impact in the world, one person at a time.

This episode is brought to you by Seeking Alpha. Visit www.runnymede.com/alpha.

In this episode, you'll learn:

  • Growing through failure
  • How social media can be monetized
  • Tips for creating content on LinkedIn

Show notes: http://www.inspiredmoney.fm/263

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Business Accelerators for Women and BIPOC Founders with Erika Lucas18 Jan 202300:53:12

Episode 262: Founder of StitchCrew and VEST Her Ventures, Erika Lucas talks about how entrepreneurship can close wealth gaps in America and a trillion dollar investment opportunity.

Guest Biography

In collaboration with NBA team the Oklahoma City Thunder she established an accelerator program to support entrepreneurs in the middle of the country. Erika also founded VEST, a curated network of C-suite women working together to expedite the pipeline of more women in power. As she states in her TED talk: America's trillion dollar blindspot, Erika's mission is to help close the funding and wealth gap for women and entrepreneurs of color.

Prior to launching StitchCrew and VEST, Erika was a Partner at a Private Equity Firm with investments in the U.S. and Europe. Before that she was the Deputy Director for the Oklahoma Department of Commerce where she oversaw the Global Investment and Trade Division. Erika began her career facilitating the establishment and in-country operation of several international manufacturing companies in Mexico.

Boards: Arvest Bank, OK Policy Institute, Diversion Hub, OKC County Health Department, the Oklahoma Downtown Partnership, Mercy Foundation.

This episode is brought to you by https://www.yaahdy.com where you can buy unique products from Jamaica, like Blue Mountain Coffee. Use coupon code 'money' for 10% off your entire order.

In this episode, you'll learn:

  • The challenges that women-led startups face
  • Why advocacy work is important in the context of investing
  • Stay tuned in to the end to hear how private investments can help close the wealth gap as well as return a good profit.

Show notes: http://www.inspiredmoney.fm/262

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Setting Your Own Goals For Wealth with Makana03 Jan 202300:58:31

Episode 261: Award-winning Hawaiian slack key guitarist Makana talks about the business of music, multiple income streams, and how to be wealthy.

Guest Biography

Makana is a singer, composer, cultural educator, and master of Hawaiian Slack Key Guitar. His music combines deep tradition with unbridled innovation to breathe fresh intensity into the timeless sounds of Hawaiʻi. The New York Times calls him "dazzling." His music has been featured on three GRAMMY-nominated albums, including the soundtrack of the Academy-Award winning film The Descendants. Guitar Player Magazine ranked him as one of the top 3 guitarists in America, and the Hawaiʻi Academy of Recording Arts recognized him with the Slack Key Legacy Award.

Slack Key is a unique style from the 1800s that simulates three guitars in one, performed in gorgeous tunings that open the guitar to a symphonic sound. Makana's live performances are raw, diverse and virtuosic, culturally informative, shared in multiple languages, and always spontaneous. Feel the presence of kūpuna (elders) as he honors their legacies while weaving in universal themes and sounds from around the world. An acoustic experience like no other.

This episode is brought to you by Runnymede Capital Management. Subscribe to our email at https://www.runnymede.com/newsletter.

In this episode, you'll learn:

  • Hawaiian slack key guitar and its different styles
  • The multiple revenue streams of a musician
  • Why Makana says wanting things that others do not want makes him wealthy

Show notes: http://www.inspiredmoney.fm/261

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The Right Way to Do Work-Life Balance with Aaron Walker13 Dec 202200:58:30

Episode 260: Successful business owner and creator of the Mastermind Playbook, Aaron Walker shares why retiring at age 27 was not fulfilling and how to live a life of significance.

Guest Biography

For over 45 years, Aaron, has been a small business owner, committed husband, devoted father, and community leader. He got his first taste of real accountability in a business Mastermind group where he developed genuine friendships and grew alongside Dave Ramsey, Dan Miller, Ken Abraham, and others. He currently serves as founder and CEO of View from the Top where Iron Sharpens Iron Masterminds, business coaching, and events all coordinate to achieve the mission.

This episode is brought to you by Yaahdy.com. Use coupon code 'money' for 10% off your entire order.

In this episode, you'll learn:

  • Getting any situation to a YES
  • Money lessons learned from 27 years in pawn shopping
  • The benefits of building boundaries in your life and doing the right things.

Show notes: http://www.inspiredmoney.fm/260

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Pro Athletes Don't Have to Go Broke with Jonathan R. Scott01 Dec 202201:00:04

Episode 259: Retired NFL offensive tackle turned co-owner of a private equity group shares money stories of professional athletes, tax benefits of certain investment vehicles, and why you should build a team of personal advisors.

Guest Biography

Jonathan Scott is a former offensive tackle who played for the Pittsburgh Steelers and Buffalo Bills, and was a fifth-round draft for the Detroit Lions. He also played for the Chicago Bears and Atlanta Falcons. He was recognized as a unanimous All-American when he played college ball for the University of Texas as part of the 2005 National Champion Texas Longhorns. After a decade in the NFL, Scott transitioned into a career in finance, education, executive leadership, and recently became co-owner of a private equity group.

Jonathan has co-written a book with financial expert Rob Welsh called The Winning Playbook: Strategies for Life On and Off the Field. It's time to stop talking about wealth management and start talking about wealth empowerment, not just for athletes, but for everyone. Scott and Welsh have made it their mission to teach all of us how to play the long game.

This episode is brought to you by Runnymede Capital Management. Sign up for our bi-weekly email at www.runnymede.com/newsletter     

In this episode, you'll learn:

  • The personal finances of NFL football players
  • The benefits of using different investment vehicles for tax planning
  • Why Jonathan suggests building a team of personal advisors

Show notes: http://www.inspiredmoney.fm/259

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Investing in Yourself: Personal Development for Financial and Personal Growth03 Oct 202501:03:00
Why This Episode Is a Must-Listen

Are you overlooking the most important investment in your portfolio, yourself? In this episode of Inspired Money, host Andy Wang is joined by four experts to explore why "investing in yourself" is both a wealth-building strategy and a path to deeper fulfillment. Whether you want to become financially resilient, boost your career, or bring more meaning to your life, this panel delivers actionable tools and insights designed for ambitious professionals.

Meet the Expert Panelists

Whitney Johnson is the CEO of Disruption Advisors, a leadership development firm helping companies like Amazon, Kraft Heinz, and Morgan Stanley build high-performing teams through transformative growth strategies. Ranked by Thinkers50 as one of the world's top ten management thinkers, she is a Wall Street Journal bestselling author of Smart Growth, Build an A Team, and Disrupt Yourself, and a globally recognized expert on organizational change and personal growth. https://thedisruptionadvisors.com

J. Kelly Hoey is a networking expert, author, and speaker known for her groundbreaking approach to relationship building in the digital age. Her book Build Your Dream Network and dynamic talks help professionals, entrepreneurs, and creatives leverage both in-person and online networks to unlock new opportunities and drive success. https://jkellyhoey.co

Claire Wasserman is the founder of Ladies Get Paid, an educator, author, and advocate for women's professional and financial advancement, who has helped thousands of women negotiate raises and start businesses, and is recognized as one of Entrepreneur Magazine's 100 Most Powerful Women. https://clairewasserman.com https://ladiesgetpaid.com

Jason Vitug is a bestselling author, wellness advisor, and storyteller who empowers people to live with purpose, financial confidence, and emotional well-being. As the author of You Only Live Once and Happy Money Happy Life, and founder of Phroogal and The Smile Lifestyle, he blends personal finance, travel, mindfulness, and self-development to inspire holistic living. http://phroogal.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.

Key Highlights
  1. Embrace Change and Build Your S Curve
     Whitney emphasizes the importance of continuously "disrupting yourself"—intentionally jumping from your current expertise to a fresh learning curve. This creates new opportunities for growth and prevents stagnation. "If I stay here, I'll stop growing and I'll start dying."
  2. Your Network is Your Career Moat
    Kelly illustrates how cultivating your network proactively acts as a shield, providing resilience in uncertain job markets and transitions. She advises, "How are you showing up every day?… That network, right, that is your moat." Consistently nurture relationships—don't wait until you need them.
  3. Strategic Self Investment and Energy Management
     Claire recommends regular self-inventory to manage your energy and optimize what gives you purpose. Simple self-checks ("Where did my energy go today?") help you identify what to double down on and what to eliminate, fueling sustainable, meaningful progress.
  4. Purposeful Growth and Holistic Well-being
    Jason highlights the ROI of investing not only in your skills but also in your well-being. He encourages us to measure outcomes like peace of mind and rest as real assets: "Gears that grind for too long get worn out and then thrown out. An investment in rest is vital."
Call-to-Action

Here's my challenge to you this week. Identify one thing in your life that you want to improve. Maybe you want to understand how to use AI in your job. Maybe you want to become a better public speaker. Maybe you want to learn to be a better cook.

  1. Whatever it is, pick it.
  2. Then do some research. Find a course, a book, a coach, or a community.
  3. Pick a date to start. Not "someday." Not "when things slow down." An actual date on your calendar.

The difference between people who grow and people who stay stuck isn't talent or time or money. It's the willingness to pick a date and show up Small, consistent action beats waiting for the "perfect" time every time.

Find the Inspired Money channel on YouTube or listen to Inspired Money in your favorite podcast player. Andy Wang, Host/Producer of Inspired Money

A New Definition of Success with Jason Portnoy12 Nov 202201:09:35

Episode 258: Jason Portnoy, first Chief Financial Officer of Palantir Technologies and venture capitalist, talks about his book Silicon Vally Porn Star, redemption, and his evolving definition of success.

Guest Biography

Entrepreneur, venture capitalist, and author Jason Portnoy began his career at PayPal, working closely with technology icons like Peter Thiel, Elon Musk, Max Levchin, and Reid Hoffman. He served as the first Chief Financial Officer of Palantir Technologies (NYSE: PLTR) and later founded Oakhouse Partners, a top-performing venture capital firm.

Jason is sought after as a trusted advisor to technology company CEOs and has spoken on topics ranging from executive leadership to the intersections of technology and humanity. He holds engineering degrees from both Stanford University (MS) and the University of Colorado (BS).

This episode is brought to you by Seeking Alpha Premium. Sign up for a free trial at https://www.runnymede.com/alpha

In this episode, you'll learn:

  • • Happiness comes from within, not money or material things
    • Lessons from the dark place of porn, philandering, and infidelity
    • Why he flipped the script on how he views money

Show notes: http://www.inspiredmoney.fm/258

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Value Investing During a Recession with Vitaliy Katsenelson04 Nov 202201:11:15

Episode 257: Vitaliy Katsenelson, CEO at Investment Management Associates, shares his approach to value investing, writing, and Stoic philosophy.

Guest Biography

Vitaliy Katsenelson was born in Murmansk, Russia, and immigrated to the United States with his family in 1991. After joining Denver-based value investment firm IMA in 1997, Vitaliy became Chief Investment Officer in 2007, and CEO in 2012. Vitaliy has written two books on investing and is an award-winning writer. Known for his uncommon common sense, Forbes Magazine called him "The New Benjamin Graham." He's written for publications including Financial Times, Barron's, Institutional Investor and Foreign Policy. Vitaliy lives in Denver with his wife and three kids, where he loves to read, listen to classical music, play chess, and write about life, investing, and music. Soul in the Game is his third book, and first non-investing book.

This episode is brought to you by Runnymede Capital Management. Subscribe to our newsletter at www.runnymede.com/newsletter    

In this episode, you'll learn:

  • Vitaliy's approach to value investing
  • Why a daily writing practice can make you a better investor and human being
  • Stoic philosophy as an operating system for life

Show notes: http://www.inspiredmoney.fm/257

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One More Day with H. Jack Williams27 Oct 202201:02:30

Episode 256: Singer songwriter H. Jack Williams talks about starting from humble beginnings, chasing his dream, and working with Academy Award winner Kevin Costner.

Guest Biography

You'd be hard-pressed to find a life, a career, or a body of work quite like that of singer/songwriter/performer/composer H. Jack Williams.

Jack himself credits equal parts luck, talent, and tenacity. "My whole life, I've gone out and gotten stuff done," he says. "I think I have unique emotional connections within me, and I've always found a way to make that connection musically." But for one of Nashville's hardest-working songwriters and most in-demand co-writers – and now with flourishing work in film and television – it's been a one-of-a-kind 40+ year ride with some of the biggest names in Folk, Rock, and Country. And in many ways, he's just getting started.

This episode is brought to you by Runnymede Capital Management. Let's connect on LinkedIn. www.linkedin.com/in/andywang888/    

In this episode, you'll learn:

  • Going straight to the person you want to work with… that often means going around gatekeepers.
  • The emotional rollercoaster of being a songwriter or creative.
  • Why Jack says you have to be an artist with an album to give your music a chance to be featured on tv and film.

Show notes: http://www.inspiredmoney.fm/256

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Will AI Investing Make Money Management Obsolete with Rob Nestor15 Oct 202200:56:40

Episode 255: Rob Nestor, CEO of Qraft Technologies USA, talks about how artificial intelligence can revolutionize asset management by improving performance, mitigating risk, and lowering fees.

Guest Biography

Robert Nestor is U.S. CEO of Qraft Technologies. Nestor has over 30 years in the financial services industry. Most recently, he was President of Direxion ETFs, and prior head of Factor ETFs at BlackRock.

This episode is brought to you by SeekingAlpha.com.   

In this episode, you'll learn:

  • How AI can complement human intuition to generate better returns with less risk
  • The impact that AI could have on fees and expenses
  • How AI could help investors entering the decumulation stage

Show notes: http://www.inspiredmoney.fm/255

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The Fly Fashion Of Mugzy Mcfly09 Oct 202200:58:53

Episode 254: Former accountant turned fashion designer, Mugzy McFly talks about building a streetwear brand from scratch and following his passion as a creative entrepreneur.

Guest Biography

Mugzy is the Founder of Signed By McFly, a streetwear label catching the eye of professional athletes, musicians, and celebrities worldwide. Born and raised in the fashion capital of the world, New York City, Mugzy grew up with a deep appreciation and a keen eye for fashion, first experimenting with creative design at the age of thirteen when he began hand-making apparel to match his favorite sneakers. In 2013, displaying the same hustle and grit his hometown of the Bronx is so famous for, Mugzy started his own fashion label, Signed by McFly, since then he has gone onto to work with the GRAMMYs for the last two years and runs regular pop-up shops to highlight BIPOC independent designers in the fashion space.

This episode is brought to you by Yaahdy.com, my source for Blue Mountain Coffee and other unique Jamaican products. Use discount code 'money' for 10% off your entire order.   

In this episode, you'll learn:

  • Learning marketing lessons from the New York club scene
  • How real-world observations lead to good product design
  • Why Mugzy strives to create experiences including partnering with a basketball league

Show notes: http://www.inspiredmoney.fm/254

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Everything You Need Is Within With Gigi Robinson01 Oct 202201:02:38

Episode 253: Full-time influencer Gigi Robinson talks about building a brand including money tips for influencers, how to land bigger brand deals, and strategies for getting paid what you're worth.

Guest Biography

Gigi Robinson is known for many things. From being a finalist in the Sports Illustrated Swim Search, to her advocacy in the chronic illness and body positivity spheres, all the way to NFT research and navigating life as a small business owner. She truly does it all. With features in Bustle, Business Insider, Forbes, and Vogue Business, Gigi combines beauty and brains as GenZ's forefront thought leader in the content creation space.

Having been diagnosed with Ehlers Danlos Syndrome at the age of 14, Gigi knows how hard it is to be different. However, her lively spirit, positive demeanor, and elevated work ethic have made her and her Spotify Live Podcast "Everything You Need Is Within" an instant hit. Listeners of her podcast have the opportunity to learn how to become their own advocates, challenge the status quo and dominate in professional settings. Gigi truly has everything you need to unlock your inner girl boss.

When she is not working on her podcast or posing for national campaigns, Gigi can be found working on her newsletter, "The Creator Chronicles." Her latest project is aimed at documenting life as a young woman with a chronic illness and unlocking behind-the-scenes tips and tricks for rising content creators.

With so much more on the horizon including an upcoming speaking tour, creative production for brands, advising brands and a top-secret book project, Gigi, Robinson is just getting started.

This episode is brought to you by Yaahdy.com, my source for Blue Mountain Coffee and other unique Jamaican products. Use discount code 'money' for 10% off your entire order.   

In this episode, you'll learn:

  • Money tips for influencers – that means managing money, taxes, and retirement planning.
  • Tips for landing bigger brand deals
  • About influencer pricing and strategies for getting paid what you're worth.

Show notes: http://www.inspiredmoney.fm/253

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The Mindset That Drives Entrepreneurs with Jay Schweid24 Sep 202200:58:55

Episode 252: Entrepreneur Jay Schweid talks tennis, building an AI and blockchain-enabled platform to produce independent film projects, and the power of philanthropy.

Guest Biography

As an inspiring pro tennis player, he founded JCS, a bespoke racket customizing and stringing service for top players from around the world. This led to the Concierge Service for athletes, celebrities, and HNWI, which lead to being the Managing Partner at the SPOT – a South Beach lounge he owned with Mickey Rourke.

In 2012 Jay launched ephelants – an entertainment brand focused on film, commercial, and event production. Recognizing systematic inefficiencies inherent to the industry, he built the idea for the ephelants platform. Jay's desire to seamlessly blend technology & human interaction to streamline and democratize the production process, engaging creatives, fans and investors fuels his passion for this current venture and drives the momentum behind the company.

In addition to his role as CEO at ephelants, Jay currently serves as a Partner and Board Member on various Sports, Tech, Fashion & Entertainment companies and is the CEO of IKAR Tech Group.

This episode is brought to you by Runnymede Capital Management. If you need help with your investments, financial planning, or setting up a 401(k) plan for your business, schedule a call with me at http://www.inspiredmoney.fm/call  

In this episode, you'll learn:

  • Why Jay got into and left the professional tennis racquet stringing business
  • The mindset that drives entrepreneurs
  • How Jay is building philanthropy into his business

Show notes: http://www.inspiredmoney.fm/252

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The Business of Filmmaking with Producer Michael Cerenzie16 Sep 202200:57:01

Episode 251: Award-winning producer Michael Cerenzie talks about filmmaking, money, and how Stratagem Studios is creating jobs in his native Canada.

Guest Biography

Michael Cerenzie is a proud Canadian and Founder, Chairman and CEO of The Stratagem Group. He guides the diverse portfolio of creative companies to enable transformative change in society, and to ensure Canadian talent and institutions are equipped to compete at the highest level in the global markets. In his international career as an award-winning film producer, financier and serial entrepreneur, Michael has developed, produced and financed dozens of films, both independently and in partnership with most major Hollywood studios, and collaborated with iconic filmmakers and an extensive list of Academy Award-winning and nominated actors. As a global citizen, having lived and worked in 22 countries, he excels in cross-border development strategies and foreign investments. He has been responsible for raising in excess of $900 million, focused primarily on media, tech, entertainment-related companies, and on real estate development and real estate-adjacent companies, including significant domestic and international investment support for The Stratagem Group's companies.

This episode is brought to you by Yaahdy.com. Get 10%  off  your entire order with coupon code 'money.' 

In this episode, you'll learn:

  • How producers bring together the art of creating a film and getting the money to make projects happen
  • Sources of financing for a film project
  • The true motivation behind Strategem Studios

Show notes: http://www.inspiredmoney.fm/251

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Turning a Financial Crisis into a Financial Opportunity with Dr. John Demartini07 Sep 202201:11:34

Episode 250: Dr. John Demartini returns to discuss turning a crisis into an opportunity, good investing principles, and his views on cryptocurrency.

Guest Biography

Dr. John Demartini spent much of his childhood being told by his teachers, and even his parents, that he'd never amount to anything. After being constrained to arm and leg braces until he was four years old and living out his teenage years on the streets, Dr. Demartini chose to be liberated, rather than limited by his experiences.

Today after decades of extensive studying, he inspires others to do the same, traveling across the world and providing inspirational and practical advice to people across all disciplines and industries, helping them gain a better sense of self-awareness and empowerment.

"If we blame outer circumstances for why we are not empowered, we will hinder our empowerment. But if we start acting and doing the things that are proven to empower, we rise in power," he says.

Dr. John Demartini is a world-renowned specialist in human behavior, a researcher, polyglot, author, and global educator is considered one of the world's leading authorities on human behavior, leadership and entrepreneurialism. He has studied over 30,000 books across all the defined academic disciplines and is the founder of the Demartini Institute. He has authored more than 40 books on a wide range of topics such as corporate and financial empowerment, self-development, relationships, and social transformation.

He has appeared on Larry King Live and regularly contributes to Oprah Magazine.

This episode is brought to you by Seeking Alpha. Get a free trial at http://www.inspiredmoney.fm/alpha 

In this episode, you'll learn:

  • How to turn a crisis into an opportunity
  • Principles of investing and when it's good to have cash reserves
  • Stay tuned to the end to hear John's thoughts on blockchain and digital currencies

Show notes: http://www.inspiredmoney.fm/250

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To share your thoughts:

  • Leave a note in the comment section below.
  • Share this show on Twitter or Facebook.
  • Join us at the Inspired Money Makers groups at facebook and LinkedIn

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The Psychology of Money with Robert Breedlove26 Aug 202201:08:23

Episode 249: Robert Breedlove, host of The "What Is Money?" Show, talks about his former life as an accountant and why he believes Bitcoin will change the world.

Guest Biography

Asking yourself that all-important question "What is Money?" is the rabbit which will lead you down the proverbial rabbit hole of new inquiries, perspectives on socioeconomic reality, and worldview-shattering revelations. Undoubtedly, it is the single most significant question we can ask ourselves in a world drowning in deception. By engaging in deep conversations with a diversity of deep thinkers from all walks of life, we will doggedly pursue this "rabbit" in our relentless hunt for truth. Robert Breedlove is a freedom maximalist, ex-hedge fund manager, and philosopher in the Bitcoin space. To him, Bitcoin is fundamentally a humanitarian movement exposing the greatest con in human history: central banking. By learning about the connection between honest money, entrepreneurship, and civilization, we are renewing hope for the future of humanity. To this end,Robert's mission is to restore freedom, truth, and virtue in our world by tenaciously asking the question: "What is Money?"

This episode is brought to you by Runnymede Capital Management. Schedule a call with me.

In this episode, you'll learn:

  • Robert's path from accountant to bitcoin-focused entrepreneur
  • Why Robert believes so strongly in Bitcoin over all other currencies
  • Government regulation, the biggest known risk to Bitcoin

Show notes: http://www.inspiredmoney.fm/249

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The Art of Wealth Preservation: Strategies for Protecting and Growing Your Wealth24 Sep 202500:55:03
Why You Can't Miss This Episode

Are you confident your wealth will stand the test of time? Or are you leaving your financial legacy vulnerable?

This episode of Inspired Money takes you beyond basic portfolio talk and into practical wealth preservation strategies, from smart investing and tax planning to estate protection and next-gen philanthropy.

With a powerhouse panel of financial experts, you'll learn real-world tactics to keep your money working for you, avoid costly mistakes, and build lasting financial resilience.

Whether you're growing a nest egg or planning your retirement, this episode delivers the tools to protect what you've built and create a legacy that lasts. 

Meet the Expert Panelists

Dana Anspach, CFP®, RMA®, is the founder and CEO of Sensible Money. She's dedicated her career to helping people create sustainable retirement income plans. She's the author of "Control Your Retirement Destiny" and "Social Security Sense." Dana's hands-on experience makes her a wealth of practical knowledge. https://www.sensiblemoney.com

Jacqueline Schadeck, CFP®, AWMA®, is a CERTIFIED FINANCIAL PLANNER™ professional, author, and speaker who helps individuals and families achieve financial clarity and build generational wealth. Inspired by her own family's experience with poor financial advice, she combines education, comprehensive planning, and community service to empower others toward long-term financial success. https://goldenws.com

Kemberley "Kemcents" Washington, CPA, is a tax expert, journalist, and former IRS agent with over 20 years of experience helping individuals and communities navigate taxes and personal finance. A frequent contributor to Forbes Advisor and national media outlets like Good Morning America 3 and Fox Business, she is also the author of several books, including The Ten Commandments to Financial Healing and It All Starts with a Budget. https://www.kemberley.com

Key Highlights

1. Rethinking the 60/40 Portfolio Dana Anspach challenges the traditional portfolio model, highlighting the need for personalized risk management:

"It all comes down to being really clear on how you define risk… That's going to lead to different portfolio strategies that best protect against that risk."

From alternatives to ETFs, understanding your personal timeline and goals is key to crafting a resilient investment plan.

2. Modern Estate Planning Matters Kemberley Washington emphasizes staying on top of tax law changes and setting up basic legal documents, wills, trusts, powers of attorney, before moving to advanced strategies like donor-advised funds. Jacqueline Schadeck warns:

"My fear is that everyone… is part of the 70% of Americans that don't actually have any estate documents in place."

Estate planning isn't optional. It's essential.

3. Business Entity & Asset Protection Simplified Entrepreneurs and investors risk everything when they mix personal and business assets. Dana Anspach shares:

"You meet the wrong person at the wrong time and you never know what's going to happen… there may be simpler ways to get asset protection in place without the additional complexity."

Work with both a CPA and attorney to align legal structures, taxes, and retirement planning for maximum protection.

4. Next-Gen Philanthropy & Sustainable Investing Today's investors want more than returns—they want impact. From ESG investing to donor-advised funds, philanthropy offers tax efficiency, legacy building, and social good. Kemberley Washington notes:

"More and more are not only thinking about ESG, but giving more impactful—maybe to a church, tithes, and different things of that nature." Take Action: Protect Your Wealth Today

My challenge to you this week: choose one area of your finances that feels exposed and commit to addressing it. Maybe that means calling your financial planner, researching asset protection strategies, or finally scheduling that estate planning meeting you've been putting off. Don't wait for the "perfect time." Small steps now prevent big regrets later. 🎧 Listen to the full episode on the Inspired Money podcast or watch on the Inspired Money YouTube channel.

Find the Inspired Money channel on YouTube or listen to Inspired Money in your favorite podcast player. Andy Wang, Host/Producer of Inspired Money

Money Lessons for the Living with Jordan Grumet09 Aug 202200:56:07

Episode 248: Financial independence expert and hospice doctor, Jordon Grumet shares advice about building wealth and living a regret-free life.

Guest Biography

Jordan Grumet was born in Evanston, Illinois in 1973. His interest in becoming a doctor was ignited when his father, an oncologist, died unexpectedly in the prime of life. This profound loss not only inspired him to practice medicine, it has given him a unique perspective as a financial expert, challenging him to think deeply and critically about concepts like wealth, abundance, and financial independence.

After graduating from the University of Michigan, Jordan received his medical degree from Northwestern University, and began practicing Internal Medicine in Northbrook, Illinois. He currently is an associate medical director at Journeycare Hospice.

After years of blogging about financial independence and wellness, Jordan launched the Earn & Invest podcast in 2018. In 2019 he received the Plutus Award for Best New Personal Finance Podcast and was nominated in 2020 and 2021 for Best Personal Finance Podcast of the year. His book, Taking Stock: A Hospice Doctor's Advice on Financial Independence, Building Wealth, and Living a Regret-Free Life is being published by Ulysses Press in August 2022.

This episode is brought to you by Yaahdy.com -- Use coupon code "money" for 10% off your entire order.

In this episode, you'll learn:

  • Why soul searching and finding purpose are important parts of financial independence
  • The art of subtracting parts of your life that are unfulfilling or ungratifying
  • Putting your money on autopilot so you can live an intentional life

Show notes: http://www.inspiredmoney.fm/248

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Changing To A Millionaire's Money Mindset With Beate Chelette28 Jul 202200:54:47

Episode 247: Beate Chelette talks about the importance of a healthy money mindset that helped her go from $138,000 in debt to a millionnaire.

Guest Biography

Beate Chelette is the Growth Architect and Founder of The Women's Code and provides visionaries and leaders with proven strategies, blueprints and growth maps that provide clear steps to improve business systems, strengthen leadership skills and teams so that our clients and audiences can maximize profits and scale their impact.

Beate is known as a straight shooter and her ability to inspire, empower and overcome adversity. Her super skill is working with unique personalities and big thinkers and building executable systems.

A first-generation immigrant who found herself $135,000 in debt as a single parent Beate bootstrapped her passion for photography into a global business that licensed content into 79 countries. She exited in a multimillion-dollar deal when she sold the company to Bill Gates.

She is the Podcast host of The Business Growth Architect Show and listed amongst the "Top 100 Global Thought Leaders" by PeopleHum and "One of 50 Must Follow Women Entrepreneurs" by HuffPost.

This episode is brought to you by Runnymede Capital Management. Schedule a call with me.

In this episode, you'll learn:

  • What a healthy money mindset looks like
  • Changing your programming for success
  • Why it's important to invest in yourself

Show notes: http://www.inspiredmoney.fm/247

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Send Money Safely Using Zelle with Alexis Castorina21 Jul 202200:56:26

Episode 246: Alexis Castorina, Head of Consumer Education at Zelle®, shares tips for Zelle electronic payments and keeping yourself safe from online scams.

Guest Biography

Alexis Castorina is Head of Consumer Education, for Early Warning, the operator of Zelle®. In this role she leads the company's support of financial education to help people invest in their financial futures and bank safely in the digital age. Alexis joined Early Warning, a FinTech owned by seven of the country's largest banks, in 2015, and previously played a key role in the 2017 launch of Zelle®, the digital payments service now found in 75% of bank apps. Outside of work she serves on the board of directors of Girls in Tech Phoenix and on the advisory board of the Cybercrime Support Network. Alexis holds a B.A. in journalism and an M.B.A. with a concentration in marketing

This episode is brought to you by Runnymede Capital Management. Schedule a call with me.

In this episode, you'll learn:

  • Tips for using Zelle for electronics payments
  • Keeping yourself safe from scammers and cybercrime
  • Advice for dealing with inflation

Show notes: http://www.inspiredmoney.fm/246

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Mastering The Art Of Public Speaking With Brenden Kumarasamy15 Jul 202200:46:51

Episode 245: Communication Coach and YouTuber, Brenden Kumarasamy talks about how to become a world-class communicator.

Guest Biography

Brenden is the founder of MasterTalk, he coaches ambitious executives & entrepreneurs to become top 1% communicators in their industry. He also has a popular YouTube channel called MasterTalk, with the goal of providing free access to communication tools for everyone in the world.

This episode is brought to you by Yaahdy.com -- Use coupon code "money" for 10% off your entire order.

In this episode, you'll learn:

  • Leaving corporate consulting to coach better communication from students to CEOs
  • How to monetize a Youtube channel when you don't have millions of subscribers
  • Get a random word exercise that will boost your communication skills

Show notes: http://www.inspiredmoney.fm/245

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Building Passive Income with an Online Fitness Business with Katie Kasten-Wasilisin29 Jun 202201:06:02

Episode 244: Fitness influencer Katie Kasten-Wasilisin talks about monetizing online businesses, social media followers, and building a community to treat chronic pain through correct body movement.

Guest Biography

Athletic from a young age, Katie always kept her body moving, participating in sports such as roller hockey, basketball, and even figure skating briefly. The need to move was vital to her. After graduating high school and being out of sports, she found herself perplexed and dove into running and watching what she ate. This quickly developed into an unhealthy obsession with being "skinny," which led to an eating disorder and severe body dysmorphia. Luckily, through a scary and sudden discovery of scoliosis, Katie was informed she had to stop partaking in all impact activities. Frustrated with the need to move her body, her doctor recommended Yoga – An unexpected turn into what is now the origin story of her career in health and fitness. She fell in love with how Yoga empowered her to find love and strength within herself, discovering and teaching various forms of it. Her energy quickly translated into her classes, deviating them from your standard practices and making them the most sought-after in San Diego.

Her magnetic energy quickly caught the attention of Dr. Michael Wasilisin, creator of MoveU, who insisted she shares her talents with the world. Falling right into the health and fitness world, like she always dreamed of, Katie is currently one of MoveU's leading instructors, a model, coach, and assistant teacher at several other brands, including her recent On-Demand classes via Bosu Ball.

This episode is brought to you by Runnymede Capital Management. Schedule a call with us to discuss your financial planning and investing needs.

In this episode, you'll learn:

  • Going from a traditional chiropractic office to an online business
  • Monetizing social media followers
  • See Katie demonstrate an exercise that helps alleviate her sciatica caused by scoliosis

Show notes: http://www.inspiredmoney.fm/244

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Essential Tools for Confident Secure Money Management with Alyssa Davies21 Jun 202200:45:32

Episode 243: Award-winning personal finance blogger and author, Alyssa Davies talks about financial independence, mental health, and tracking your emotions for smarter spending.

Guest Biography

ALYSSA DAVIES is a content manager for Zolo and a published author living in Calgary, Alberta. She is the founder of the two-time award-winning Canadian Personal Finance Blog of the Year, Mixed Up Money. As of 2022, she has over 80,000 followers across social media. Through her work, she has been featured in many notable publications, including The Globe and Mail, CNBC, CBC, and more. Alyssa is a freelance writer and enjoys writing about personal finance, homeownership, and more.

This episode is brought to you by Runnymede Capital Management. Schedule a call with us to discuss your financial planning and investing needs.. 

In this episode, you'll learn:

  • Tracking, budgeting, and sound money principles
  • When mental health is your biggest unexpected expense
  • Tracking your emotions in a journal to better understand your spending

Show notes: http://www.inspiredmoney.fm/243

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An Activist's Hula as Resistance with Vicky Holt Takamine08 Jun 202201:15:02

Episode 242: Renowned master hula teacher, cultural leader, and Hawaiian activist, Vicky Holt Takmine talks about perpetuating Hawaiian arts, hula as resistance, and non-profit fundraising. 

Guest Biography

Vicky Holt Takamine is a renowned kumu hula (master teacher of Hawaiian dance). She is recognized as a native Hawaiian leader for role as an advocate for social justice issues, the protection of native Hawaiian rights, and the natural and cultural resources of Hawai'i. In 1975, Vicky graduated as a kumu hula from hula master Maiki Aiu Lake. Vicky established her own hālau, Pua Aliʻi 'Ilima, (school of Hawaiian dance) in 1977 and has been teaching hula for the past 39 years. Vicky and her students have performed nationally and internationally. Vicky earned her BA & MA in dance ethnology from the University of Hawaiʻi at Mānoa. In addition to teaching at her own school, Vicky was a lecturer at UH Manoa and Leeward Community College for more than 35 years.

In 2001, Vicky established a non-profit organization, PAʻI Foundation, to serve the needs of her Hawaiian community and those who make Hawai'i their home. Vicky serves as the executive director of PAʻI. Under her leadership, PAʻI is partnering with First Peoples Fund, the National Association of Latino Arts and Culture and Alternate Roots to develop leadership and networking opportunities for artists through the Intercultural Leadership Institute.

This episode is brought to you by Seeking Alpha. 

In this episode, you'll learn:

  • The path to becoming a master hula teacher
  • Being called an activist and hula as resistance
  • Non-profit fundraising when you don't fit into western focused training or grant programs

Show notes: http://www.inspiredmoney.fm/242

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Have you ever danced hula or studied Hawaiian culture?

Empowering Women and Educating Children in Nepal with Maggie Doyne01 Jun 202200:46:54

Episode 241: American philanthropist Maggie Doyne talks about the benefit of a gap year, finding purpose, and educating children in Nepal to create a better future.

Guest Biography

Maggie is originally from New Jersey and has dedicated the last 13+ years of her life to educating children and empowering women. Maggie created the BlinkNow Foundation to sustain, grow, and support Kopila Valley Children's Home and School in Nepal, and to serve as a vehicle to share her ideas with young people, especially children in the U.S. Maggie believes that in the blink of an eye, we can all make a difference. At age 19, Maggie used her life savings to build a home for orphaned children in war-ravaged Nepal. Since then, she has helped provide a loving home to over 50 children. In 2010, BlinkNow opened a school for the region's most impoverished children. The school now serves 400 students and is rated top in the region. Maggie was named 2015 CNN Hero of the Year. She was honored by the Dalai Lama as an Unsung Hero of Compassion in 2014. Her work was championed by Pulitzer Prize-winning columnist Nicholas Kristof in a cover story for The New York Times Magazine. In 2012, Maggie shared her story at the Forbes 400 Summit on Philanthropy, and in 2013 she received the Forbes Award for Excellence in Education. Her work has been recognized by  Elizabeth Gilbert, Katie Couric, and Prince Harry and Duchess Meghan of Sussex. While Maggie's work as CEO is focused on Nepal, she speaks all over the world in the hope of inspiring others to start projects of their own that will generate positive change. She shares her memoir in Between the Mountain and the Sky: A Mother's Story of Love, Loss, Healing, and Hope — released in March, 2022.

This episode is brought to you by Seeking Alpha. 

In this episode, you'll learn:

  • Forging your own path vs doing what is expected of you
  • Gap years and college tuitions
  • Finding happiness through purpose

Show notes: http://www.inspiredmoney.fm/241

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From Jane's Addition to Being a Rebel with Etty Lau Farrell20 May 202201:03:09

Episode 240: Dancer and singer, Etty Lau Farrell, talks about being an artist, feeling like an outcast, and recovering from dark financial days.

Guest Biography

Etty Lau Farrell, vocalist for the band Satellite Party and lead singer-dancer for Kind Heaven Orchestra has made her first debut as a solo artist with the single 'He's A Rebel'– available today on all digital streaming platforms. Produced by her legendary husband, Perry Farrell, the godfather of alternative rock as co-founder of Jane's Addiction and Porno for Pyros, this song pays tribute as a cover by iconic 60's trio, The Crystals.

A Billboard #1 chart topper in 1962, the musical piece touches base on a well-revived classic love-story trope–the bad, socially rebellious boy, and the lovestruck, innocent good girl. The tune of the song begins with a dramatic twist, incorporating a rhythmic, 70's beat to the original melody and leads listeners into the tantalizing strums of the guitar to make itself known, as Etty's heavenly voice begins to belt out the heart-warming lyrics. Transported to another world filled with romance, desire, and hypnotic instrumentals, the astoundingly constructed symphony of musical elements and ethereal vocals highlight the unmistakable talent of this emerging songstress. Although the unknown rebel The Crystals sang of remained elusive, Etty's tune taps into her love of Perry and their together.

Throughout her long and fruitful musical career, Etty has accumulated a multitude of hit songs with Satellite Party and Kind Heaven Orchestra, including 'Wishing On a Dog Star,' 'Machine Girl,' 'Hard Life Easy,' and 'Woman in the Window'. Working alongside her husband, the duo have made a name for themselves outside of their individual music careers in the festival industry with his flagship event, Lollapalooza. Lately, Etty has been working tirelessly on their newest project, a nightlife concert series, Heaven After Dark; launched in Los Angeles on February 17th. With a growing following across her social media platforms expressing her own identity,, Etty's charismatic, mischievous, and fascinating life has captured the hearts of her audience and amplified the excitement for this musical release.

This episode is brought to you by Yaahdy.com. Use coupon code 'money' for 10% off your entire order. 

In this episode, you'll learn:

  • Growing up feeling like an outcast
  • Going from the brink of bankruptcy to successfully rebuilding the Lalapalooza brand
  • Teaching children to spread the wealth

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The Stock Market's Impact On Mental Health And The Fed Put13 May 202200:05:15

Episode 239: Hi Inspired Money Maker!

Due to work and personal events this week, I'm publishing a short solo episode for Mental Health Awareness Month. Please let me know what you think.

Next week, the usual interview format returns.

Show notes: http://www.inspiredmoney.fm/239

 

The Future of Cryptocurrencies: Exploring Blockchain and Digital Assets16 Sep 202501:38:49
Why You Can't Miss This Episode

Money and technology are evolving at breakneck speed, and blockchain sits right at the center of this transformation. It's more than cryptocurrency. It's about trust, transparency, and the future of finance. In this episode of Inspired Money, we bring together leading voices in blockchain, crypto investing, and emerging technologies to help you cut through the noise and understand where this digital revolution is headed. Whether you're curious about crypto or already investing, this expert panel delivers real-world insights, personal stories, and practical takeaways to help you make sense of blockchain, digital assets, and the opportunities ahead. 

Meet the Expert Panelists

Dr. Merav Ozair is a leading global expert on emerging technologies, blockchain, and responsible AI, with extensive experience as a data scientist, quant strategist, and fintech educator at institutions like Cornell and Wake Forest University. A member of the Academic Advisory Board at INATBA and founder of Emerging Technologies Mastery, she is widely recognized for her work in democratizing technology and shaping ethical, inclusive digital innovation. https://www.doctorblockchain.io

Sir John Hargrave is the CEO of Media Shower and publisher of the widely read Bitcoin Market Journal, trusted by over 100,000 crypto investors each month. His highly anticipated new book, The Intelligent Crypto Investor (coming February 10, 2026), reveals a proven, accessible strategy for building long-term wealth through smart crypto investing—now available for preorder. https://www.bitcoinmarketjournal.com

Chris Kline is the Co-Founder and COO of BitcoinIRA, the world's first platform enabling investors to hold cryptocurrencies directly in their retirement accounts. Since launching the company in 2016, Chris has expanded its offerings beyond Bitcoin to multiple digital assets, built a secure and compliant infrastructure, and helped establish BitcoinIRA as the trusted leader in crypto retirement investing. https://bitcoinira.com

Nick Spanos is a pioneering entrepreneur in the blockchain and cryptocurrency space, best known for founding Bitcoin Center NYC in 2013, the world's first physical cryptocurrency exchange located just steps from the New York Stock Exchange. He is also the inventor of the multi-branched blockchain and blockchain-based voting systems, holds multiple patents, and is a recognized thought leader featured in the Netflix documentary Banking on Bitcoin. https://www.nickspanos.com

Key Highlights from the Conversation

1. Blockchain: Powering the New Digital Trust Dr. Merav Ozair emphasizes that blockchain's impact goes far beyond cryptocurrency.

"AI fakes. Blockchain authenticates."

She explains that as AI-generated content and digital interactions grow, we face a crisis of trust. Blockchain's immutable records and decentralized verification can bring authenticity to everything from online identities to supply chain data, ensuring we know what's real in a digital-first world.

2. Diversification and Smart Crypto Investing Sir John Hargrave demystifies crypto investing with simple, practical steps:

"Start with a small amount of Bitcoin, maybe a little Ethereum. No more than 10% of your portfolio."

He explains that diversification helps reduce risk while offering exposure to the potential upside of digital assets. His upcoming book, The Intelligent Crypto Investor, provides a clear roadmap for building long-term wealth without gambling on hype or speculation.

3. Democratizing Financial Opportunity Chris Kline highlights how cryptocurrency is opening doors for everyday investors:

"Bitcoin and cryptocurrency is the democratization of money—it is the people's currency."

Through platforms like BitcoinIRA, investors can now hold digital assets in secure, regulated retirement accounts, breaking down barriers that once limited access to alternative investments and giving individuals more control over their financial future.

4. Remaining Vigilant in a Rapidly Centralizing Landscape Nick Spanos, a pioneer from the early days of crypto, warns against forgetting its roots:

"If these sleaze bags get a hold of it and turn it into what they can manipulate, it's the wrong move for humanity."

He shares how Bitcoin's original ethos was built on decentralization and freedom from centralized control—and why staying vigilant is essential as institutions and governments increasingly enter the space.

Your Next Step

Take 30 minutes to learn about one real-world use case of blockchain beyond cryptocurrency. Whether it's supply chain transparency, digital identity, or decentralized finance, pick one area and read an article, watch a video, or even explore a project's whitepaper. The goal isn't to invest. It's to educate yourself so you can make informed decisions in the future.

IMPORTANT DISCLOSURE INFORMATION: This episode of Inspired Money is sponsored by Runnymede Capital Management, Inc. The views shared are for general information only and do not necessarily reflect Runnymede's opinions. Nothing you hear should be taken as personalized investment advice. For guidance specific to your situation, please speak with Runnymede or another qualified advisor.

All investments involve risk. There's no guarantee that any strategy, service, or discussion will be profitable, suitable, or successful for you. Past results are not a promise of future performance. You can find Runnymede's current disclosure brochure, which explains our services and fees, at runnymede.com or by request.

A note on cryptocurrency: Cryptocurrencies are digital assets not issued or regulated by a central authority. Their prices can swing dramatically, and investors should be prepared for volatility, liquidity risks, and even the possibility of losing their entire investment. Runnymede advises approaching cryptocurrency with caution and believes it is suitable only for investors who understand and can tolerate these risks.

Find the Inspired Money channel on YouTube or listen to Inspired Money in your favorite podcast player.

Andy Wang, Host/Producer of Inspired Money

The Secrets of Being a Financial Grown Up with Bobbi Rebell, CFP®05 May 202200:55:04

Episode 238: 

Author and personal finance expert Bobbi Rebell, CFP® talks about helicopter parenting and tips for teaching your kids important money lessons.

Guest Biography

Bobbi Rebell, CFP® is the author of Launching Financial Grownups: Live Your Richest Life by Helping Your (Almost) Adult Kids Become Everyday Money Smart. She is a speaker, conference host, and moderator, and works as a spokesperson for brands aligned with her values. Bobbi is also the host of the critically acclaimed Money Tips for Financial Grownups podcast, which has more than 700,000 downloads. In 2021 she launched a new venture, GrownupGear.com as a fun way to promote adulting and being a financial grownup. Earlier in her career Bobbi was a global business news anchor and personal finance columnist at Reuters and held various journalist positions at top news outlets including CNBC, CNN and PBS. Bobbi is a graduate of the University of Pennsylvania and received her Certificate in Financial Planning from New York University. Her first book "How to be a Financial Grownup: Proven Advice from High Achievers on How to Live Your Dreams and Have Financial Freedom" was released in 2016. She lives in New York City with her family.

This episode is brought to you by Seeking Alpha. Use this link for 50% off an annual premium membership.

In this episode, you'll learn:

  • How not to be a helicopter parent
  • Tips for teaching your kids important money lessons
  • Why Bobbi's daughter bought a Disney season pass… was it a wise financial decision?

Show notes: http://www.inspiredmoney.fm/238

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Touched by the Music of Life with Dave Combs27 Apr 202201:01:48

Episode 237: Computer Programmer turned Songwriter, Dave Combs talks about creating and selling his music full-time.

Guest Biography

A native of Erwin, Tennessee, Dave grew up in a family that enjoyed making music. Both of his parents and his grandmother Combs played the piano, which began his musical journey that included being a church choir director and pianist.

After college, Dave move to Winston-Salem, North Carolina where he served as Minister of Music at a church while working as a computer programmer at a Fortune 500 company.

His songwriting began with the now popular standard, Rachel's Song, which was arranged and recorded by Gary Prim in 1986. Since then, Dave has written over 120 songs and recorded 15 albums of soft, soothing, and relaxing instrumental music that has touched the lives of millions around the world.

An article written by Dave about how music has changed his life and touched the lives of millions of people appeared in Guideposts magazine. Click here to see the article.

A multitude of inspiring stories about Dave's lifelong journey with his music can be found in his best-selling biographical book, Touched by the Music: How the Story and Music of "Rachel's Song" Can Change Your Life.

Dave and his wife, Linda, live in Winston-Salem.

This episode is brought to you by www.Yaahdy.com, your online source for Jamaican Blue Mountain Coffee, jerk spice, and other gifts. Save 10% off your entire order with coupon code 'money'.  

In this episode, you'll learn:

  • How Dave wrote a song and 9 years later was able to quit his corporate job
  • The importance of forging one's own way in the music business
  • Tune in to the end to hear why the local librarian could be every entrepreneur's secret weapon

Show notes: http://www.inspiredmoney.fm/237

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DeFi and the Rise of the Robo-Advisors20 Apr 202201:00:10

Episode 236: DeFi fund manager, Victor Lee discusses digital currencies, crypto entrepreneurship, and the benefits of decentralized finance.

Guest Biography

Successful tech entrepreneur, digital 1st native, obsessed with web3, DeFi, and NFT, Victor Lee's vision is to make the world better by democratizing the world of finance and asset ownership. He is Co-Founder of DAOventures.co, a state-of-the-art DeFi platform that allows investors to automate their crypto investments; imagine Vanguard for DeFi. As a bachelor of science graduate of London Metropolitan University in Information and Computing Systems, he first embarked on a career in finance. Victor's experience in technology and marketing were honed at leading financial institutions and tech startups such as Citibank, Standard Chartered Bank, and Omnicom Group. He demonstrated a track record of success in product development and among some of the products he created are; bull or bear market sentiment analysis launched in 2019 and DeFi DeX swap-rate tracker for crypto-trading and arbitration & liquidation bot in 2020.

Victor is experienced in the DeFi market, has the network & relationships with successful fundraising. He helped AlphaImpact.fi with $3m in seed-funding, Hydraswap.io with $1.6m in seed-funding, and BTCpx ETF fund with $2.5m in seed-funding.

His mission is to help accelerate the future of money, where finance and digital ownership could create a better world through an efficient distribution of wealth and equality.

This episode is brought to you by Seeking Alpha. Get a 14-day trial of Seeking Alpha Premium and 50% off a yearly plan.  

In this episode, you'll learn:

  • An overview of digital currencies and DeFi.
  • How DAOVentures is making DeFi more accessible with its ETF strategies for fund managers and crypto investors.
  • How Victor manages the volatility of crypto and deals with bear markets.

Show notes: http://www.inspiredmoney.fm/236

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