Invest Well, Be Well

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.

Invest Well, Be Well is a business podcast hosted by Rusty Vanneman CMT CFA, with 28 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Rusty Vanneman CMT CFA hosts Invest Well, Be Well, a business show with 28 episodes published.

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

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  Episode #25

  Naomi Win - Bridging Wealth and Well-Being

  Nov 27, 202542 minS0

  <p>In this episode, we discuss how to reframe uncertainty into a strength rather than a liability, how advisors and leaders can build resilience for market shocks, how advisors can better integrate investing well with living well, why repairability trumps compatibility in teams and relationships and much more.</p> Learn more about Naomi’s research and her role at Orion Advisor Solutions.How should a high-performing investor, or leader, reframe uncertainty so that it becomes a strength rather than a liability?What does Naomi see as the most common de-railers for investors when markets turn volatile and how can advisors and...

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  Episode #24

  Bob Heller - Insights from Former Fed Governor on Business, Investing and Life

  Nov 26, 20251h 15mS0

  <p>In this episode, we discuss Bob’s ilustrious and varied career, what he remembers about growing up in Germany during WWII, his thoughts on the role of central banks and crypto currency, why he believes Keynesian Economics is fundamentally flawed and much more.</p>What did growing up in Germany during WWII teach Bob about risk, scarcity and humility, both professionally and personally?What was Bob’s experience like moving to the US as a German immigrant? What cultural or psychological adjustments did he make and how did this prepare him for later high-stakes professional roles?What were some of t...

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  Episode #29

  Joe Smith: On Direct Indexing, Risk & Culture

  Nov 25, 20251h 2mS0

  <p>In this episode, we discuss the problem Parti Pris is solving for advisors and their clients, the non-negotiable principles of wise investing, how to achieve true diversification at a household level, the most crucial risk management tools, how Joe’s entrepreneurial journey has shifted the way he thinks, how the ETF and Direct Indexing landscape may evolve in the coming five years and much more.</p>What is the exact problem that Parti Pris is solving for advisors and their clients?What is the core principle behind Joe’s personal investment philosophy today?From Joe’s many years of experi...

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  Episode #28

  Dave Lundgren - Technical Analysis, Discipline and Stronger Living

  Nov 24, 20251h 14mS0

  <p>In this episode, we discuss the underlying principles of technical analysis, why so many institutional investors overlook or misunderstand technical analysis, what disciplined investing looks like, how quantitative investing and behavioral investing overlap with technical analysis and much more.</p> Learn a bit about Dave’s professional journey and what he’s doing today.In Dave’s own words, what is technical analysis?What are some of the underlying principles in technical analysis that make it a valuable tool for investors?Why does Dave think that so many investors, particularly institutional investors, overlook technical analysis or misunderstand it?How does Da...

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  Episode #26

  Robbie Cannon - Helping Investors, Financial Advisors and Asset Managers Thrive

  Nov 23, 202553 minS0

  <p>Tune in to hear:</p><p>In this episode, we discuss how to best balance tech efficiency and human empathy, how data is changing the way advisors serve investors, why advisors and investors should consider allocating with boutique managers, advice for business founders in present day and much more. </p>In Robbie’s view, what is the right balance between tech efficiency and human empathy in wealth management?How does Robbie think data is changing the way that advisors serve investors and what does he think are the biggest opportunities ahead?Learn more about the Money Management Institute that Rob...

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