Healthy Advisor

By Diana BrittonBusiness Health & Fitness Mental Health Education Self-Improvement Management

Healthy Advisor episodes

June 12, 2024 The Healthy Advisor: The Juggle Is Real With Anna Howard and Kimberly Sanders
Kimberly Sanders followed a typical path into financial services, gaining an undergrad in finance and working for a series of banks and brokerage firms. When she became pregnant, she made the decision to stay home for eight years to raise her kids. But when it was time to return to work, the path was not …
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33 min
May 15, 2024 The Healthy Advisor: Living Life Urgently with Kristine McManus
At the end of 2022, Kristine McManus got an unexpected breast cancer diagnosis. Yet doctors thought it was the least aggressive form and easily treatable. Shortly after her surgery, she received multiple messages from the hospital; it turns out she had the most aggressive form of breast cancer, triple-negative. Her outlook on life changed as …
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32 min
April 17, 2024 The Healthy Advisor: The Emotional and Financial Strains of Addiction with Cheryl Canzanella
As the staggering number of Opioid overdoses and deaths continue to increase, so does the threat on family finances and retirement dreams. Cheryl Canzanella knows that all too well. In August 2017, she lost her husband to an accidental overdose, exposing her to the horrific realities of the opioid crisis. Since his death, she’s made …
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33 min
March 20, 2024 The Healthy Advisor: Leaning Into a Diagnosis in the Family With Will Hoffman
At just 10 years old, William Hoffman’s son Liam was diagnosed with neurofibromatosis (NF), a rare genetic condition that causes tumors to grow on nerves throughout the body. When Will and his family got the news, they could have succumbed to despair. Instead, Will leaned into it, and has made it his mission to find …
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34 min
February 21, 2024 The Healthy Advisor: What Makes Advisors Happy With Michael Kitces
While wellbeing and mental health have become a more mainstream conversation among the wider U.S. population since the pandemic, it’s a topic still largely untouched by the financial services industry. New research from Kitces.com aims to measure and track trends across advisor wellbeing, just as the industry benchmarks anything else. Over 1500 members of financial …
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38 min
January 17, 2024 The Healthy Advisor: The Year of Health with Tina Powell
After selling her business in November 2022, Tina Powell earmarked 2023 her “year of health.” The first step on that journey was to get a full body scan at the Princeton Longevity Center on Martin Luther King day 2023. That scan would change the trajectory of her life. That day, her doctors discovered a 2.1 …
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45 min
December 13, 2023 The Healthy Advisor: Using Wealth to Improve Your Health With James Bogart
As a busy and often stressed-out executive at one of the top RIAs in the country, James Bogart found himself neglecting his well-being, resulting in weight gain and various health issues. A series of hospital visits prompted him to hire a concierge doctor and a nutritionist, leading to a remarkable 70-pound weight loss over the …
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36 min
November 15, 2023 The Healthy Advisor: Overcoming Limited Opportunities and a Learning Disorder with Heather Kelly
Facing the hurdles of disadvantaged youth, Heather Kelly’s life was marked by a single mother, a disabled sister, and limited opportunities. She moved out of her home in Ozone Park, Queens, at the young age of 16. On top of that, she has struggled with dyslexia, a learning disorder and neurological condition that posed additional …
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31 min
September 20, 2023 The Healthy Advisor: Finding Courage to Leave an Abusive Relationship with Cary Carbonaro
When financial advisor Cary Carbonaro met her first husband, she thought she had it all. She had a great upbringing in New York, wonderful family and friends. She was very successful. And while her fiancé looked very good on paper, the relationship turned out to be toxic. Behind closed doors, the marriage was a nightmare, …
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33 min
August 16, 2023 The Healthy Advisor: Resiliency and Other Lessons Inside Lehman
When Mike Wunderli started his journey into wealth management, he was excited about a career that had a combination of sales and finance, interpersonal and analytical. He built up an impressive book of business, helping entrepreneurs and business owners engineer liquidity events for their companies. But then, the 2008 financial crisis hit, causing the downfall …
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45 min

About Healthy Advisor

From the publisher's feed

Healthy Advisor is a podcast from WealthManagement.com focused on advisors’ personal wellbeing and healing. In this podcast we explore some of the deepest struggles and hardships that many advisors…