Healthy Advisor

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

Healthy Advisor episodes

March 16, 2022 The Healthy Advisor: Finding Balance With Dr. Travis Parry
Dr. Travis Parry started his career as a financial advisor. But when Parry was just 26 years old, his father died of a sudden heart attack while mountain biking, and he had to clean up the financial mess left in his wake. That included processing his father’s death claim, paying off his mother’s house, helping …
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33 min
February 16, 2022 The Healthy Advisor: Treating Your Health As an Asset with Stevyn Guinnip
Stevyn Guinnip has seen secondhand the toll this industry can take on a person’s health and wellbeing; her father, after all, was a financial advisor with Edward Jones for several decades. Advisors, she says, come into this industry and are told they have to hustle for the first five to 10 years and then will …
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38 min
January 19, 2022 The Healthy Advisor: Life As a Quadriplegic with Anthony Zhang
With several business ideas and capital secured from investors such as Mark Cuban and Mark Burnett, Anthony Zhang had an impressive path towards a bright future. That is, until a terrible accident left him paralyzed from the neck down, changing his life forever. In this episode, Diana Britton, managing editor of WealthManagement.com, is joined by …
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33 min
December 15, 2021 Transparency With Diana B.: The Glass Ceiling and Financial Independence With Julia Carlson
A Note to Transparency Listeners: In 2022, the podcast is going to be changing its name to “The Healthy Advisor,” to give a clearer idea of what the podcast is about. Transparency with Diana B. was not quite as transparent a title as we thought. Julia Carlson got married at age 19, and right out …
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28 min
November 17, 2021 Transparency With Diana B.: Coming Back From Failure with Eric Arnold
Eric Arnold is no stranger to failure. In fact, he failed out of college, got fired from two companies, failed at nine different startup ventures and lost everything on a bad investment. In this episode, Diana Britton speaks with Eric Arnold, CEO of Planswell, about how he has learned from those failures and has been …
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36 min
October 20, 2021 Transparency with Diana B.: The Road to Recovery
Advisor Gary Schwartz was always able to make money; at the young age of 12, he started delivering newspapers in the Bronx. That’s also when he discovered drugs and alcohol, which became a way for him to self-medicate and cope with his self-esteem issues. From there, the addiction progressed; cocaine and speed were his drugs …
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27 min
September 15, 2021 Transparency with Diana B.: Empowering Women to Take Control of Their Finances
Advisor Robert Schein’s father worked hard his adult life to provide for his family, and just four months into retirement, at the age of 70, he was diagnosed with Stage 4 stomach cancer. After about three years battling the disease, his father ultimately passed, thrusting his mother into having to take over the family finances. …
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30 min
August 18, 2021 Transparency With Diana B.: Bad Timing and Bearing the Loss of Loved Ones
Advisor Anne Marie Stonich was just 28 years old when she and her two partners started building their own wealth management firm from scratch. For anyone in the business, that first year can be brutal. But she did it while also caring for her newborn baby, and shuttling to and from the hospital to see …
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29 min
July 21, 2021 Transparency with Diana B.: Life as a Female Latina in Financial Services
Silvia Tergas has been fortunate to pursue her passions and use her differences to her advantage within the financial services industry. Silvia’s father, who escaped from Cuba during the Cuban Revolution, paved the way for her to get educated in the U.S. The values he taught her and the rest of the family led to several opportunities …
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37 min
June 16, 2021 Transparency with Diana B.: Overcoming the Racial Wealth Gap
Growing up in inner city Baltimore, Denika Tokunaga and her family struggled financially and couldn’t afford many of the luxuries that others had. That racial wealth gap affected many in the Black community, but she was determined to work hard and get educated so that she could get out of the inner city and overcome …
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32 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…