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).