Healthy Advisor

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

Healthy Advisor episodes

May 19, 2021 Transparency with Diana B.: Dealing With the Emotional and Physical Abuse of the Past
When he was about six or seven years old, Rob Bartenstein’s parents got divorced. The rest of childhood had its ups and downs, with some emotional and, at times, physical abuse caused by the men in his mother’s life. His family also faced financial hardships, especially when his stepfather declared bankruptcy. Living on government cheese, …
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39 min
April 21, 2021 Transparency with Diana B.: A Tremendous Loss on 9/11 and the Path Forwards
Sept. 11, 2001 is a day most Americans can’t forget, when Al-Qaida coordinated four terrorist attacks against the United States, including on the Twin Towers in downtown Manhattan. But for Chloe Wohlforth, managing director of Angeles Wealth Management in New York, it was the day she lost her father. Chloe was a junior in high …
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31 min
March 17, 2021 Transparency with Diana B.: On the Brink of Bankruptcy
Every FINRA-registered rep is required to publicly disclose on their BrokerCheck profile certain events, such as regulatory actions, client complaints, and terminations. But the regulator also requires reps to disclose certain personal financial events, such as tax liens. Advisor Justin Reckers has always been transparent on his U4 about his troubles, which included a short …
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42 min
February 17, 2021 Transparency with Diana B.: Dealing with Personal Traumas of the Past
Growing up the son of a firefighter, Brian Walsh Jr. was taught to give back to the community and help others, and that led him to pursue one of the most difficult jobs in the U.S. military as a Navy SEAL (Sea, Air, Land), the country’s special operations team. But, just days before he was …
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43 min
January 20, 2021 Transparency with Diana B: Battling Lymphoma in the Midst of a Pandemic
Douglas Duerr was having medical issues for three years, including various skin problems and swollen lymph nodes. During that time, he was misdiagnosed and blown off by doctors, many of whom said he was a perfectly healthy man. His bloodwork kept coming back normal. But Doug knew his body, and it was telling him something …
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27 min
November 18, 2020 Transparency with Diana B.: How a Life-Threatening Discovery Can Change Your Practice
One incident can change everything. Everything you once believed in, and worked towards can be turned upside down. In this installment, guest host David Lenok, senior wealth planning editor at wealthmanagement.com, sits down with Craig Hersch, estate attorney and CPA. Craig shares his story of suddenly discovering he had a life-threatening cardiac problem, and how …
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28 min
October 14, 2020 Transparency with Diana B.: Life in a Wheelchair
Shortly after Jonathan’s parents noticed his struggle to crawl as a baby, he was diagnosed with spinal muscular atrophy (SMA), a genetic disease affecting the central nervous system, peripheral nervous system and voluntary muscle movement. He has been in a wheelchair ever since and now aspires to become financially independent, no longer having to navigate …
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24 min
September 16, 2020 Transparency with Diana B.: Six Years Sober
Growing up in the 1970s in the bay area of California, Tim Brisson never had alcoholism in his family. But he was raised with the notion that “children were to be seen and not heard,” so he grew up not knowing how to deal with his emotions, feelings and disappointments in life. So later in …
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34 min
August 12, 2020 Transparency With Diana B.: When a Sudden Health Crisis Hits in a Foreign Land
About six years ago, when financial advisor Esther Szabo and her then-husband David boarded a cruise ship headed for Russia, she never expected their grand vacation would end with him on a stretcher in a medevac. Many of us are faced with feelings of uncertainty and hopelessness, whether it’s due to COVID-19, the volatile markets, …
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44 min
July 22, 2020 Transparency With Diana B.: The Gifts and Trials That Come With Dyslexia
Dyslexia is the most common of all neurocognitive disorders, but contrary to what many may believe, some of the most innovative people in the country have dyslexia, including Charles Schwab and Bill Gates, to name a few. There are so many benefits and gifts that come with dyslexia, if only our society embraced people with …
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32 min

About Healthy Advisor

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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…