Invest Well, Be Well
Episodes
Naomi Win - Bridging Wealth and Well-Being
28 Nov 2025
Contributed by Lukas
In this episode, we discuss how to reframe uncertainty into a strength rather than a liability, how advisors and leaders can build resilience for mark...
Bob Heller - Insights from Former Fed Governor on Business, Investing and Life
27 Nov 2025
Contributed by Lukas
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 ...
Joe Smith: On Direct Indexing, Risk & Culture
26 Nov 2025
Contributed by Lukas
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 ...
Dave Lundgren - Technical Analysis, Discipline and Stronger Living
25 Nov 2025
Contributed by Lukas
In this episode, we discuss the underlying principles of technical analysis, why so many institutional investors overlook or misunderstand technical a...
Robbie Cannon - Helping Investors, Financial Advisors and Asset Managers Thrive
24 Nov 2025
Contributed by Lukas
Tune in to hear:In this episode, we discuss how to best balance tech efficiency and human empathy, how data is changing the way advisors serve investo...
Fritz Folts - Timeless Lessons on Managing Risk and Building Resilience
20 Nov 2025
Contributed by Lukas
Tune in to hear:In this episode, we discuss Fritz’s work at 3EDGE, three timeless investment principles, the difference between real risk and percei...
Don Calcagni: Theory Meets Practice - Investing Well and Living Strong
18 Nov 2025
Contributed by Lukas
Tune in to hear:In this episode, we discuss how to take great investment theory and make it actionable for the everyday investor, some of the biggest ...
Randy Lambert - Future Ready: How Intention and Innovation Build Better Firms (and Lives)
13 Nov 2025
Contributed by Lukas
Tune in to hear:In this episode, we discuss Randy’s work at Intention.ly, what being future ready means and why it is so urgent now, what separates ...
Chip Roame: Five Trends Shaping The Future of Wealth
06 Nov 2025
Contributed by Lukas
Tune in to hear:In this episode, we discuss why The Great Wealth Transfer is often overstated and we add some nuance to that conversation, how wealth ...
Chris Riggio: From Markets to Mountains, How to Lead and Live Strong
30 Oct 2025
Contributed by Lukas
Tune in to hear:In this episode, we discuss how to foster cross-functional collaboration when silos start to form, what leadership practices are trans...
Allison Bonds Mazza: From Markets to the Palisades Fire - Lessons in Resilience
23 Oct 2025
Contributed by Lukas
Tune in to hear:In this episode, we discuss why ETFs are such a powerful tool for wiser investing, how the ETF industry may evolve going forward and l...
Arthur Fratelli - The Art of Communication: Lessons from the Amazing Arthur
16 Oct 2025
Contributed by Lukas
Tune in to hear:In this episode, we discuss the importance of storytelling and laughter in building client relationships, some tips for preparing for ...
Skyler Steinke - From Tokenization to Biohacking
09 Oct 2025
Contributed by Lukas
Tune in to hear:In this episode, we discuss how tokenization will change the future of asset management, alternative investments, artificial intellige...
Main Management on Innovation, AI and How to Own the Future
02 Oct 2025
Contributed by Lukas
In this episode, we discuss innovation, what to look for in growth tech companies, Main Management’s ETF TMAT, large language models and how to “o...
Dick Fredericks - Wisdom from Wall Street to the World
25 Sep 2025
Contributed by Lukas
Tune in to hear:In this episode, we discuss how Dick’s varied career experiences have shaped his outlook on life, the power of optimism, traits Dick...
Wes Gray - Discipline, Differentiation and the Path to Wiser Investing
18 Sep 2025
Contributed by Lukas
Tune in to hear:In this episode, we discuss Wes’s career and company, how his experience in the Marines has shaped his investing philosophy, the imp...
Darol Ryan - Wise Investing and Alternative Income Strategies
11 Sep 2025
Contributed by Lukas
Tune in to hear:In this episode, we discuss Darol’s career, how alternative income funds with option overlays fit into long-term investment plans, c...
Brent Widman - The Limitless Mindset: Investing in Who You Are
04 Sep 2025
Contributed by Lukas
Tune in to hear:In this episode, we discuss Brent’s journey to coaching and leadership development, common mindset blocks that limit professional an...
Tom Lydon - From ETF Trends to Life’s Second Mountain: Lessons in Investing and Living Well
28 Aug 2025
Contributed by Lukas
Tune in to hear:In this episode, we discuss Tom’s career, how certain ETF strategies can stand out in an increasingly crowded space and David Brooks...
Emily Binder - Voice, Trust and Attention: The Future of Advisor Marketing
21 Aug 2025
Contributed by Lukas
Tune in to hear:In this episode, we discuss what inspired Emily to focus on voice marketing and personal branding in particular, why Emily believes “...
Skip Schweiss - Being Where Your Feet Are
14 Aug 2025
Contributed by Lukas
Tune in to hear:In this episode, we discuss Skip’s career, the future of the independent IRA industry, how we can “keep the soul” of financial a...
Brittany Mason - Building Alternatives, Brick by Brick
12 Aug 2025
Contributed by Lukas
Tune in to hear:In this episode, we discuss Brittany’s career, her passion for travel and her wellness and meditation routine that centers her perso...
Eric Clarke - Leading with Purpose: Building and Letting Go
07 Aug 2025
Contributed by Lukas
Tune in to hear:In this episode, we discuss Eric’s career, the importance of servant leadership, the future of Fintech and how to maintain perspecti...
Jim Ware - The Culture Factor: How Great Investment Teams Win
05 Aug 2025
Contributed by Lukas
Tune in to hear:In this episode, we discuss Jim’s career, the relationship of company culture to performance, the human-side of investing and how fi...
Jurrien Timmer - Renaissance Investing: Wisdom, Wellness and The World
31 Jul 2025
Contributed by Lukas
Tune in to hear:In this episode, we discuss Jurrien’s career, his uniquely narrative approach to technical analysis and his secrets for unlocking re...
Dr. Phil Pearlman - Unlocking Fitness Alpha—The Performance Edge in Markets and Life
29 Jul 2025
Contributed by Lukas
Tune in to hear:In this episode, we discuss the connection between cultivating discipline in your personal health routine and in the markets with Dr. ...
Dr. Daniel Crosby - The Soul of Wealth: Money with Meaning
24 Jul 2025
Contributed by Lukas
In this episode, we take a closer look at Dr. Daniel Crosby’s new book, The Soul of Wealth and some of its Behavioral Finance applications. In parti...
Invest Well, Be Well Trailer
16 Jul 2025
Contributed by Lukas
A podcast for wiser investing and stronger living. Success in the markets and in life requires sound investments — in our portfolios and our person...