Invest Well, Be Well

About 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.

Publisher

Rusty Vanneman CMT CFA

Category

business · health & fitness · health & fitness

Language

en

Explicit

No

First episode

16 Jul 2025

Latest episode

28 Nov 2025

Latest episodes

28 episodes in the feed.

1. 

   28 Nov 2025

   Naomi Win - Bridging Wealth and Well-Being

   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.

2. 

   27 Nov 2025

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

   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.

3. 

   26 Nov 2025

   Joe Smith: On Direct Indexing, Risk & Culture

   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.

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

Apple Podcasts (US)

4.5 / 5

8 ratings

Contact Invest Well, Be Well

Guest appearances

Books guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.