A podcast for wiser investing and stronger living. Success in the markets and in life requires sound investments — in our portfolios and our personal wellness. A weekly show, Invest Well, Be Well explores the principles of long-term investing, behavioral finance and peak performance with top-performing investment professionals and cross-industry leaders. Hosted by investment executive Rusty Vanneman and seasoned journalist Robyn Murray, each episode offers practical strategies for building wealth and prioritizing well-being, so you can make better decisions, grow your resilience and elevate your life. In this episode, we spoke with Naomi Win, Orion’s Behavioral Analyst. Dr. Naomi Win is the Behavioral Analyst at Orion, leveraging applied psychology to deepen advisor-client relationships, augment investor resilience, and fortify returns in times of turbulence. Dr. Win draws on clinical practice and current research to clarify the psychological factors that shape decision-making. By mapping the cognitive and emotional drivers that define financial behaviors, she upskills those seeking adaptive strategies to enhance both well-being and wealth. Dr. Win received her master's degree in Psychoanalysis from Brunel University of London and her Doctorate of Psychology from the University of Colorado, Denver. Outside of analyzing investor behavior, Naomi enjoys time with her three sons, good food with friends, and movies by herself.

A podcast for wiser investing and stronger living. Success in the markets and in life requires sound investments — in our portfolios and our personal wellness. A weekly show, Invest Well, Be Well explores the principles of long-term investing, behavioral finance and peak performance with top-performing investment professionals and cross-industry leaders. Hosted by investment executive Rusty Vanneman and seasoned journalist Robyn Murray, each episode offers practical strategies for building wealth and prioritizing well-being, so you can make better decisions, grow your resilience and elevate your life. In this episode, we spoke with Bob Heller, a Retired Federal Reserve Governor. H. Robert Heller served on the Board of Governors of the Federal Reserve System from August 19, 1986, until July 31, 1989. Heller was born in Cologne, Germany. He received a bachelor's degree from Parsons College in 1961 and a master's degree from the University of Minnesota from 1962. Heller went on to earn his doctorate from the University of California, Berkeley in 1965. From 1965 to 1971, Heller taught economics at UCLA. He accepted a professorship at the University of Hawaii and continued to teach economics for two more years. In 1974, Heller became chief of the financial studies division at the International Monetary Fund. In 1978, he became senior vice president and director of international economic research at Bank of America in San Francisco. In the fall of 1986, President Ronald Reagan nominated Heller to the Board of Governors. Heller served as chairman of the Committee on Bank Supervision and Regulation, was a member of the Federal Financial Institutions Examination Council, the National Advisory Council on International Monetary and Financial Policies, and represented the Board at the Organization for Economic Co-operation and Development. During his time at the Board, Heller delivered several noteworthy speeches, including "The Debt Crisis and the Future of International Bank Lending," "The World Debt Crisis after Five Years: Where Do We Stand? Where Do We Go?" and "Imbalances and Asymmetries in the World Economy." After leaving the Board of Governors, Heller returned to the private sector, joining Visa. In 1991, Heller became president and chief executive officer of Visa U.S.A. and served in the role for two years. From 1994 - 2001, he served as the executive vice president of Fair Isaac Corporation. Heller is active in many business and civic organizations. He has served on the boards of VISA, the Fair Isaac Corporation and BMW of North America. He has also been Chairman of Marin General Hospital. He currently is a member of the boards of Bank of Marin, Bank of Marin Bancorp and Sonic Automotive, Inc. as well as several private corporations. He is a Staff Commodore of the San Francisco Yacht Club. Heller is the author of seven books and over one-hundred articles on economics, finance, and business.

A podcast for wiser investing and stronger living. Success in the markets and in life requires sound investments — in our portfolios and our personal wellness. A weekly show, Invest Well, Be Well explores the principles of long-term investing, behavioral finance and peak performance with top-performing investment professionals and cross-industry leaders. Hosted by investment executive Rusty Vanneman and seasoned journalist Robyn Murray, each episode offers practical strategies for building wealth and prioritizing well-being, so you can make better decisions, grow your resilience and elevate your life. In this episode we spoke with Joe Smith, Co-founder and Chief Investment Officer of Parti Pris. Joe is also the head of Parti Pris’ Investment Strategy Committee. He has executive responsibility for wealthtech platform development, and thought leadership. In his leadership role, he brings deep expertise in applying technology and portfolio optimization tools to portfolio design and implementation issues specific to wealth management. Joe is the primary architect of Parti Pris’ investment approach including Parti’s proprietary Household investment management process and our Advisor SketchBook™ portal. Joe brings almost 20 years of financial industry experience to his position at Parti Pris. Previously, he served as Senior Market Strategist and later Deputy Chief Investment Officer of CLS Investments, LLC. He has held several other investment management and product development roles including Manager of ETF Product Research & Development at Russell Investments and Senior ETF & Index Product Specialist at Charles Schwab Investment Management. Joe holds a BS in Economics from the University of Washington and an MBA from the Tepper School of Business at Carnegie Mellon University. Joe has hosted several industry podcasts and authored several articles and papers regarding the investment management industry and trends, application of quantitative methods to portfolio management, and the role of ETFs in asset allocation portfolios.

A podcast for wiser investing and stronger living. Success in the markets and in life requires sound investments — in our portfolios and our personal wellness. A weekly show, Invest Well, Be Well explores the principles of long-term investing, behavioral finance and peak performance with top-performing investment professionals and cross-industry leaders. Hosted by investment executive Rusty Vanneman and seasoned journalist Robyn Murray, each episode offers practical strategies for building wealth and prioritizing well-being, so you can make better decisions, grow your resilience and elevate your life. In this episode we spoke with Dave Lundgren, Founder and Chief Market Stragegist at MOTR Capital Management & Research. David has more than three decades of investment industry experience, with a focus on technical analysis strategies, particularly momentum and trend following (MOTR). He is the former Director of Technical Research at Wellington Management, where he was also a Managing Director and portfolio manager with extensive experience managing global long-only and US long-short portfolios. David also held senior analyst positions at Fidelity & Thomson Financial. In addition, he has started several research and investment firms, including hedge fund Lyceum Capital, Breakaway Research, and most recently MOTR Capital Management & Research, Inc. He is also the portfolio manager of a private long/short momentum & trend following hedge fund. David taught a graduate level Technical Analysis course at Brandeis International Business School, in Waltham, MA (June 2015-June 2020), where he received the 2015 Excellence in Teaching Award in his first year. He is a Chartered Market Technician (CMT) and Chartered Financial Analyst (CFA) dual charter holder, and a member of the CMT Association’s board of directors. He launched and Co-Hosts “Fill the Gap”, CMT Association’s official podcast. David is a graduate of Babson College, with a finance and investments dual major.

A podcast for wiser investing and stronger living. Success in the markets and in life requires sound investments — in our portfolios and our personal wellness. A weekly show, Invest Well, Be Well explores the principles of long-term investing, behavioral finance and peak performance with top-performing investment professionals and cross-industry leaders. Hosted by investment executive Rusty Vanneman and seasoned journalist Robyn Murray, each episode offers practical strategies for building wealth and prioritizing well-being, so you can make better decisions, grow your resilience and elevate your life. In this episode, we spoke with Robbie Cannon, The Founder of Horizon Investments. Robbie Cannon is a seasoned fintech investor and founder with a robust background in alternative investments and portfolio management. He currently serves as a board member for several financial institutions, leveraging his extensive experience in asset allocation and wealth management. Robbie's career spans over two decades, during which he has held significant leadership roles, including CEO of Horizon Investments. He is passionate about driving strategic planning initiatives within the financial services sector. An advocate for innovation in investment strategies, Robbie is also a published author, contributing to discussions on financial advisory practices. His educational foundation from Furman University complements his professional journey, enabling him to navigate complex market dynamics effectively. With a commitment to fostering growth in the fintech landscape, Robbie is well-regarded among his peers.

A podcast for wiser investing and stronger living. Success in the markets and in life requires sound investments — in our portfolios and our personal wellness. A weekly show, Invest Well, Be Well explores the principles of long-term investing, behavioral finance and peak performance with top-performing investment professionals and cross-industry leaders. Hosted by investment executive Rusty Vanneman and seasoned journalist Robyn Murray, each episode offers practical strategies for building wealth and prioritizing well-being, so you can make better decisions, grow your resilience and elevate your life. In this episode, we spoke with Fritz Folts from 3EDGE Asset Management. Fritz has over 20 years of experience at the investment committee level in the investment management industry. He was one of the co-founders of 3EDGE Asset Management, where he serves as the Chief Investment Strategist and Member of the Investment Committee. Prior to 3EDGE, Fritz was one of the first team members at Windward Investment Management, a pioneer in constructing globally diversified portfolios utilizing index Exchange Traded Funds (ETFs). After the acquisition of Windward by Charles Schwab in 2010, the name of the firm was changed to Windhaven Investment Management. Fritz became responsible for distribution of Windhaven's investment solutions throughout the entire Charles Schwab nationwide retail branch network. He and his team raised over $15 billion in new assets under management. Later, Fritz was named Chief Investment Strategist at Windhaven. He began his career at The Boston Company, where he ultimately served as Vice President, and Director of Global Funding for the then-newly-formed Boston Safe Deposit & Trust Co. (U.K.) Ltd., in London, England. Fritz received his B.A. with a major in Political Science from Connecticut College and his MBA from IESE (Instituto Estudios Superiores de la Empresa), a bilingual Spanish - English MBA program in Barcelona, Spain. He is the former Chair of the Board of Trustees at Connecticut College and now serves as an Emeritus Trustee. In addition, Fritz currently serves on the Investment Committee for the Connecticut College endowment fund and the Investment Committee for the Umbrella Center for the Arts in Concord, MA.

A podcast for wiser investing and stronger living. Success in the markets and in life requires sound investments — in our portfolios and our personal wellness. A weekly show, Invest Well, Be Well explores the principles of long-term investing, behavioral finance and peak performance with top-performing investment professionals and cross-industry leaders. Hosted by investment executive Rusty Vanneman and seasoned journalist Robyn Murray, each episode offers practical strategies for building wealth and prioritizing well-being, so you can make better decisions, grow your resilience and elevate your life. In this episode, we spoke with Donald Calcagni, Chief Investment Officer at Mercer Advisors. As Chief Investment Officer, Don is responsible for setting the strategic direction of the firm’s investment platform, chairing the firm’s investment committee, overseeing all investment-related communications and the prudent stewardship of the firm’s assets under management. His expertise is in the areas of fiduciary oversight, economics, financial mathematics, portfolio management, corporate finance and taxation. A renowned thought leader, public speaker and industry commentator, Don is regularly interviewed by the news media and financial press on a variety of economic and market-related matters. He’s frequently interviewed by Bloomberg, The Wall Street Journal, CNN Business, MarketWatch and US News & World Report. In addition to his professional activities, Don also served as an Adjunct Professor at Widener University and as a Guest Lecturer at the University of Colorado at Boulder. Don earned his MBA from The University of Chicago Booth School of Business and his Master’s in Taxation from Widener University. Don is a CERTIFIED FINANCIAL PLANNER® professional, and has also earned the Accredited Investment Fiduciary® designation from the Center for Fiduciary Studies (Fi360).

A podcast for wiser investing and stronger living. Success in the markets and in life requires sound investments — in our portfolios and our personal wellness. A weekly show, Invest Well, Be Well explores the principles of long-term investing, behavioral finance and peak performance with top-performing investment professionals and cross-industry leaders. Hosted by investment executive Rusty Vanneman and seasoned journalist Robyn Murray, each episode offers practical strategies for building wealth and prioritizing well-being, so you can make better decisions, grow your resilience and elevate your life. In this episode, we spoke with Randy Lambert, Head of RIA Solutions at Intention.ly. With three decades in the Registered Investment Advisor (RIA) and FinTech space, Randy has a proven track record of scaling operational processes to manage elite level growth. By comprehensively understanding the RIA operational process, he can enhance processes and provide value that creates a great client and employee experience. His passion is leading a talented team that supports our mission to help every client maximize their Orion experience. His team does this by championing a proven process that empowers advisors to focus on their top priorities with the highest impact for the advisory firm.

A podcast for wiser investing and stronger living. Success in the markets and in life requires sound investments — in our portfolios and our personal wellness. A weekly show, Invest Well, Be Well explores the principles of long-term investing, behavioral finance and peak performance with top-performing investment professionals and cross-industry leaders. Hosted by investment executive Rusty Vanneman and seasoned journalist Robyn Murray, each episode offers practical strategies for building wealth and prioritizing well-being, so you can make better decisions, grow your resilience and elevate your life. In this episode, we spoke with Chip Roame, the Founder & Managing Partner of Tiburon Strategic Advisors and the Tiburon CEO Summits. He is a leading strategic advisor to 700+ Tiburon corporate member firms & other clients, primarily advising the CEOs, other senior executives, & boards of directors of wealth & investment management (& WealthTech) firms. Mr. Roame has also served as an industry experienced board member for numerous Tiburon member firms, and currently serves on nine boards. He assisted as a board member as firms signed dozens of substantial joint ventures, took out numerous revolvers & term loans, hired a variety of investment bankers, raised multiple rounds of venture capital, completed dozens of acquisitions, completed initial & secondary public offerings, and sold selves to both sponsors and strategic acquirers. Mr. Roame has negotiated CEO & board compensation plans, navigated multiple name founder & other CEO transitions, and worked through the sudden death of a CEO. He has monitored financial, cybersecurity, & public relations risks. He is a past and/or present board vice chairman and chairman of numerous strategy, human capital & compensation, and nominating & governance committees, and he is a qualified audit committee lead director. Mr. Roame spends his time between homes in New York, NY (Upper East Side); San Francisco, CA (Tiburon, CA); Sydney, Australia (Darling Point, NSW); and Europe.

A podcast for wiser investing and stronger living. Success in the markets and in life requires sound investments — in our portfolios and our personal wellness. A weekly show, Invest Well, Be Well explores the principles of long-term investing, behavioral finance and peak performance with top-performing investment professionals and cross-industry leaders. Hosted by investment executive Rusty Vanneman and seasoned journalist Robyn Murray, each episode offers practical strategies for building wealth and prioritizing well-being, so you can make better decisions, grow your resilience and elevate your life. In this episode, we spoke with Chris Riggio, Chief Revenue Officer at LegitScript. Chris is focused on executing the company's strategic go-to-market initiatives, building a world-class global revenue organization and fostering seamless integration across sales, account management, marketing and customer success teams. He brings over 25 years of experience in Fintech, specializing in driving revenue growth for high-performing software organizations. Chris has held executive leadership roles at Confluence, Institutional Shareholder Services, and ICE, where he consistently delivered impactful results. He holds a Bachelor's degree in Economics, providing a strong foundation for his strategic approach to business. A passionate advocate for excellence, Chris prioritizes supporting LegitScript's global client base while inspiring individuals to achieve their best, both professionally and personally.

A podcast for wiser investing and stronger living. Success in the markets and in life requires sound investments — in our portfolios and our personal wellness. A weekly show, Invest Well, Be Well explores the principles of long-term investing, behavioral finance and peak performance with top-performing investment professionals and cross-industry leaders. Hosted by investment executive Rusty Vanneman and seasoned journalist Robyn Murray, each episode offers practical strategies for building wealth and prioritizing well-being, so you can make better decisions, grow your resilience and elevate your life. In this episode, we spoke with Allison Bonds Mazza, a Senior Managing Director of State Street Investment Management. In this role, Allison is responsible for defining and leading State Street Investment Management's distribution strategy, including management of the external, internal and hybrid sales teams, as well as the national accounts, home office research, model portfolio and defined contribution teams, across all intermediary and direct retail channels. In addition, she serves as President of State Street Global Advisors Funds Distributors, LLC and is a member of the State Street Investment Management Executive Management Group and State Street Corporation’s Operating Group.

A podcast for wiser investing and stronger living. Success in the markets and in life requires sound investments — in our portfolios and our personal wellness. A weekly show, Invest Well, Be Well explores the principles of long-term investing, behavioral finance and peak performance with top-performing investment professionals and cross-industry leaders. Hosted by investment executive Rusty Vanneman and seasoned journalist Robyn Murray, each episode offers practical strategies for building wealth and prioritizing well-being, so you can make better decisions, grow your resilience and elevate your life. In this episode, we spoke with Arthur Fratelli, aka “The Amazing Arthur,” a professional keynote speaker and entertainer. Arthur Fratelli-Silknitter has spent the last 25 years helping audiences stop scrolling, start laughing and rediscover something powerful: they’re not just part of a story—they’re the hero of it. A Second City Chicago graduate, NBC’s Last Comic Standing alum, TEDx speaker and proud member of two Toastmasters clubs, Arthur combines the energy of stand-up with the insight of personal development. He’s entertained millions through thousands of performances at conferences, schools and corporate events nationwide—anywhere people gather to look productive while secretly hoping for snacks. Arthur’s background is nothing short of eclectic. He’s a magician, mentalist, hypnotist, juggler, jump rope expert, yo-yo spinner, martial artist, former teacher, philosopher and current author of two upcoming books. His approach to speaking is visual, interactive and immersive—because he believes people listen best while watching. Whether he’s balancing a golf ball on a tee or reading someone’s mind, every skill becomes a metaphor with meaning.

A podcast for wiser investing and stronger living. Success in the markets and in life requires sound investments — in our portfolios and our personal wellness. A weekly show, Invest Well, Be Well explores the principles of long-term investing, behavioral finance and peak performance with top-performing investment professionals and cross-industry leaders. Hosted by investment executive Rusty Vanneman and seasoned journalist Robyn Murray, each episode offers practical strategies for building wealth and prioritizing well-being, so you can make better decisions, grow your resilience and elevate your life. In this episode, we spoke with Skylar Steinke, Managing Director-USA for The Ascent Group. With over 20 years of experience in the fund administration industry, including 10+ years focused on digital assets and blockchain, Steinke brings a wealth of expertise to the firm, including building Gen AI solutions and workflows for fund administrators. He has been pivotal in launching and servicing many of the first digital asset funds in the industry since 2015, while also leading traditional fund administration initiatives, from hedge funds and private credit funds to private equity and real estate funds.

A podcast for wiser investing and stronger living. Success in the markets and in life requires sound investments — in our portfolios and our personal wellness. A weekly show, Invest Well, Be Well explores the principles of long-term investing, behavioral finance and peak performance with top-performing investment professionals and cross-industry leaders. Hosted by investment executive Rusty Vanneman and seasoned journalist Robyn Murray, each episode offers practical strategies for building wealth and prioritizing well-being, so you can make better decisions, grow your resilience and elevate your life. In this episode, we spoke with Kim Arthur and James Maxwell, the Founding Partner and Vice President of Research at Main Management respectively. Kim D. Arthur is a founding partner of Main Management, LLC. He currently serves as Main’s CEO and Portfolio manager. In 2009 Kim was recognized by Institutional Investor Magazine as a “Rising Star” of Foundations and Endowments. Kim is a regular speaker at national conferences and was a featured speaker at the Inside ETFs conference in Hollywood, Florida in January 2018. Kim has been profiled in articles by Index Universe and referenced in Barron’s, Wall Street Journal, Business Week and Fortune Magazine among others. Kim began his financial career in 1987 when he joined Montgomery Securities in their Institutional Sales division, marketing U.S. equities to Japanese institutions. He was promoted to Managing Director of Institutional Sales in 1997 during the period when Montgomery was purchased by Nations Bank. By 1999 he had advanced to the transitional head of International Sales for Banc of America Securities, following Bank of America’s takeover of Nations Bank. From 2000-2001 Kim was named the head of the Institutional Sales and Trading Department overseeing 60 sales traders in 6 cities. From January 2002 through August 2002 he was appointed the head of Equity Product Marketing. He served on the Investment Policy Committee and the Executive Management Committee at Banc of America Securities from 2000-2002. James Maxwell joined Main Management full-time in June 2022 and currently serves as Vice President of Research, where he supports both the Director of Research and the Investment Committee. His responsibilities include overseeing market and economic data to inform strategy allocations, generating ideas driven by historical data analysis for the Investment Committee, and contributing to broader research and strategic planning efforts. Additionally, he leads initiatives such as Main’s Custom Model Partnership, offering one-on-one support to advisors to enhance efficiency and drive client success. A Bay Area native, James previously interned with Main from July 2020 to September 2021 while completing his undergraduate degree at Santa Clara University. In 2022, he graduated summa cum laude with a BS in Economics and was honored with the Charles and Barbara Hazel Award for Excellence in Undergraduate Economics, awarded annually to the top two graduating seniors in the department.

A podcast for wiser investing and stronger living. Success in the markets and in life requires sound investments — in our portfolios and our personal wellness. A weekly show, Invest Well, Be Well explores the principles of long-term investing, behavioral finance and peak performance with top-performing investment professionals and cross-industry leaders. Hosted by investment executive Rusty Vanneman and seasoned journalist Robyn Murray, each episode offers practical strategies for building wealth and prioritizing well-being, so you can make better decisions, grow your resilience and elevate your life. In this episode, we spoke with Dick Fredericks, founding partner at Main Management. J. Richard Fredericks was the United States Ambassador to Switzerland and Liechtenstein from October 29, 1999 to July 6, 2001. He was appointed by President Bill Clinton. He received a B.S. in Business Administration from Georgetown University and an M.B.A. from Columbia University. In 2010, Speaker Nancy Pelosi appointed Fredericks as a member of the trust fund board of the Library of Congress. Dick is also a grower and board member for Turley Wine Cellars.

A podcast for wiser investing and stronger living. Success in the markets and in life requires sound investments — in our portfolios and our personal wellness. A weekly show, Invest Well, Be Well explores the principles of long-term investing, behavioral finance and peak performance with top-performing investment professionals and cross-industry leaders. Hosted by investment executive Rusty Vanneman and seasoned journalist Robyn Murray, each episode offers practical strategies for building wealth and prioritizing well-being, so you can make better decisions, grow your resilience and elevate your life. In this episode, we spoke with Wes Gray, CEO and Co-CIO of Alpha Architect. After serving as a Captain in the United States Marine Corps, Dr. Gray earned an MBA and a PhD in finance from the University of Chicago where he studied under Nobel Prize Winner Eugene Fama. Next, Wes took an academic job in his wife's hometown of Philadelphia and worked as a finance professor at Drexel University. Dr. Gray's interest in bridging the research gap between academia and industry led him to found Alpha Architect, an asset management firm dedicated to an impact mission of empowering investors through education. He is a contributor to multiple industry publications and regularly speaks to professional investor groups across the country. Wes has published multiple academic papers and four books, including Embedded (Naval Institute Press, 2009), Quantitative Value (Wiley, 2012), DIY Financial Advisor (Wiley, 2015), and Quantitative Momentum (Wiley, 2016). Dr. Gray currently resides in Palmas Del Mar Puerto Rico with his wife and three children.

A podcast for wiser investing and stronger living. Success in the markets and in life requires sound investments — in our portfolios and our personal wellness. A weekly show, Invest Well, Be Well explores the principles of long-term investing, behavioral finance and peak performance with top-performing investment professionals and cross-industry leaders. Hosted by investment executive Rusty Vanneman and seasoned journalist Robyn Murray, each episode offers practical strategies for building wealth and prioritizing well-being, so you can make better decisions, grow your resilience and elevate your life. In this episode, we spoke with Darol Ryan, Managing Partner at Main Management. Darol Ryan joined Main Management in 2019, overseeing the Institutional Advisor business. Prior to joining Main Management, he enjoyed a long career at some of the largest investment banks on Wall Street including Bank of America and JP Morgan. He ran the Derivatives Import Business for Morgan Stanley (focusing much time on European clients) from New York and then went on to run Asia Derivatives for them in Hong Kong. Darol started his career with Kim Arthur in 2001 at Banc of America Securities. Born in Houston, Texas, Darol received his Bachelor of Arts at University of California at Berkeley while also taking Mandarin courses at Middlebury College. He also attended summer programs at Stanford and Oxford.

A podcast for wiser investing and stronger living. Success in the markets and in life requires sound investments — in our portfolios and our personal wellness. A weekly show, Invest Well, Be Well explores the principles of long-term investing, behavioral finance and peak performance with top-performing investment professionals and cross-industry leaders. Hosted by investment executive Rusty Vanneman and seasoned journalist Robyn Murray, each episode offers practical strategies for building wealth and prioritizing well-being, so you can make better decisions, grow your resilience and elevate your life. In this episode, we spoke with Brent Widman. Brent Widman is a dynamic speaker and elite leadership coach who pushes high performers to their next level. As an Elite and Executive Sales and Leadership Coach, Brent has over 17+ years of proven sales experience and 10,000+ hours of coaching. He has worked with hundreds of companies across industries ranging from small businesses to Fortune 500 executives. Daily, Brent applies all of the skills he spent decades honing to his professional career, where he’s found passion as a sales director, district manager and division director. He’s shared his passion and story with countless executives as he’s helped them achieve their own goals and find the levels of success they have spent their careers pursuing. Brent resides in Minnesota with his beautiful wife, Jenny, and his three children Jack, Elle, and Hudson. After graduating high school, Brent joined the military where he built strong mental fortitude, leadership, and perseverance skills. He earned a degree from Minnesota State University in Mass Communications, with an emphasis in public relations and a speech communications minor. He then went on to earn his MBA from Augsburg University.

A podcast for wiser investing and stronger living. Success in the markets and in life requires sound investments — in our portfolios and our personal wellness. A weekly show, Invest Well, Be Well explores the principles of long-term investing, behavioral finance and peak performance with top-performing investment professionals and cross-industry leaders. Hosted by investment executive Rusty Vanneman and seasoned journalist Robyn Murray, each episode offers practical strategies for building wealth and prioritizing well-being, so you can make better decisions, grow your resilience and elevate your life. In this episode, we spoke with Tom Lydon. Tom Lydon has been the President of Global Trends Investments as well as editor and proprietor of ETFtrends.com. With more than 25 years experience in asset management, Mr. Lydon began his career with Fidelity Investments Institutional Division prior to launching Global Trends Investments and ETF Trends which is now part of VettaFi.com. Mr. Lydon is a frequent contributor to major print, radio and television media including Forbes, The Wall Street Journal, Investor’s Business Daily, Barron’s, MarketWatch and Investment News. His popular seminar, “How to Manage a Million Dollar Portfolio” has been attended by thousands of investors around the country. As the author of iMoney and The ETF Trend Following Playbook, Mr. Lydon is a highly sought after speaker. His frequent appearances on CNBC, Yahoo Finance and Fox Business make him one of the most recognized and well-respected commentators in the ETF industry. He is the the expert behind the ETF of the Week with Tom Lydon podcast, Mr. Lydon has been a high profile presenter at the largest industry trade shows and investment conferences, as well as a moderator of webinars. He is an ETF influencer and industry luminary.

A podcast for wiser investing and stronger living. Success in the markets and in life requires sound investments — in our portfolios and our personal wellness. A weekly show, Invest Well, Be Well explores the principles of long-term investing, behavioral finance and peak performance with top-performing investment professionals and cross-industry leaders. Hosted by investment executive Rusty Vanneman and seasoned journalist Robyn Murray, each episode offers practical strategies for building wealth and prioritizing well-being, so you can make better decisions, grow your resilience and elevate your life. In this episode, we spoke with Emily Binder. Emily Binder is an entrepreneur, speaker, and marketing leader. She’s the Founder of voice/AI marketing SaaS WealthVoice and boutique agency Beetle Moment Marketing specializing in financial services. Applying 15+ years of experience as quarterback for hundreds of successful marketing initiatives from startups to Fortune 500 brands, Emily helps clients stay relevant and grow their business. Her work focuses on marketing, brand strategy, voice / AI, podcasting and original content. As a speaker, she has presented at over 100 events as main stage or panelist. Emily hosts an award-winning mini-podcast, Voice Marketing with Emily Binder reaching over 7,000 subscribers per week. Emily is a media commentator in dozens of publications, including: Marketing Brew, AP News, Business Insider, InvestmentNews, WealthManagement.com and Morning Consult.