Behind The Advisor

Ep #259: Lifting the Mental Health Stigma: How Prioritizing Happiness and Changing Careers Can Help You Live a More Fulfilling Life, The Career of Dave Rowan


Listen Later

We’re excited to have XYPN member Dave Rowan, owner of Rowan Financial, a fee-only firm in Bethlehem, PA, on the show today. Dave is a career changer; he spent a majority of his professional life at Crayola - yes, the Crayola - as the Director of Research and Development, and though he loved his work, he found that he was drawn to financial planning and decided in 2010 to start his own firm on the side.

While Dave remained employed full time at Crayola for seven years while he ran his firm part time, he found that he was having trouble balancing all of his personal and professional responsibilities, and ultimately, his mental health declined. Dave became restless, anxiety-ridden and depressed, which ultimately led to his decision to leave Crayola and focus on a career that gives him the most fulfillment.

Join us as we discuss the mental health stigma and Dave’s career-path, from having a high-level position in a corporate environment to running his own firm. Learn how he has prioritized happiness and ways to practice self-care through meditating, eating right, and more. Finally, listen as we talk about embracing what he calls an “experimental attitude” and having fun discovering what serves you in order to ultimately serve your clients more authentically.

If you're interested in hearing about how to take care of yourself personally during these turbulent times, this episode is for you.

You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/259  

...more
View all episodesView all episodes
Download on the App Store

Behind The AdvisorBy XYPN

  • 4.6
  • 4.6
  • 4.6
  • 4.6
  • 4.6

4.6

134 ratings


More shows like Behind The Advisor

View all
The Retirement and IRA Show by Jim Saulnier, CFP® & Chris Stein, CFP®

The Retirement and IRA Show

724 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

549 Listeners

Animal Spirits Podcast by The Compound

Animal Spirits Podcast

2,004 Listeners

The Perfect RIA by Matthew Jarvis, CFP® & Micah Shilanski, CFP®

The Perfect RIA

457 Listeners

Bogleheads On Investing Podcast by bogleheads

Bogleheads On Investing Podcast

575 Listeners

Down the Middle by Peter Mallouk & Jonathan Clements

Down the Middle

139 Listeners

The Long View by Morningstar

The Long View

848 Listeners

Kitces and Carl - Real Talk for Real Financial Advisors by Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

Kitces and Carl - Real Talk for Real Financial Advisors

226 Listeners

Barron's Advisor by Barron's Advisor

Barron's Advisor

105 Listeners

The Long Term Investor by Peter Lazaroff

The Long Term Investor

132 Listeners

The Efficient Advisor: Tactical Business Advice for Financial Planners by Libby Greiwe

The Efficient Advisor: Tactical Business Advice for Financial Planners

114 Listeners

Retirement Planning Education, with Andy Panko by Andy Panko

Retirement Planning Education, with Andy Panko

697 Listeners

Only Fee-Only by Broc Buckles and Peter Ciravolo

Only Fee-Only

16 Listeners

The Advisor Journey by Altruist

The Advisor Journey

23 Listeners

Advisor Marketing Made Simple by Taylor Schulte and Kendra Wright

Advisor Marketing Made Simple

19 Listeners