Investment, especially starting, is about more than just running the numbers. Follow host Liam Leonard's conversation with Andy Wang, managing partner, registered investment advisor, and podcast host, to hear his experience directly from having his whole family unit invested in their business on this new episode of The Prosperity Perspective Podcast. Andy will show you why investing is a lot about legacy and life-goals over adding up income and show you why you need to be investing alongside your clients in this industry.
3 Key Takeaways
- How investing is like driving cross country
- Why it may be better to approach investing from a world stocks angle
- Why you should start your investment plan away from the numbers
About Andy Wang
Andy Wang is a Managing Partner at Runnymede Capital Management and host of Inspired Money, recognized by Forbes as a Top 10 Personal Finance Podcast By Financial Advisors. He has been named among the INVESTOPEDIA 100: Most Influential Advisors, Top 100 Most Social Financial Advisors by Brightscope, and has appeared on Reuters TV, Barron's, and Forbes. Andy has been a featured speaker at industry conferences including Inbound, Fincon, and Podfest. He is co-founder of the Asian American Podcasters Association. Runnymede is a fee-only registered investment adviser (RIA) to companies, 401(k) plans, non-profits, and individuals. Andy is married, has three children, and can be periodically found performing Hawaiian guitar in the New York tri-state area.
Resources
Website: runnymede.com
Andy's Podcast: inspiredmoney.fm (send Andy an email with your questions and feedback!)