Healthy Advisor
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 face and bring these issues out into the open so that others may find healing. Join us for this journey where we explore ways to overcome the stresses and anxieties as Diana draws from years of expertise and guest experts to manage the personal challenges of advisors.
Episodes
For 35 years, Mark Singer owned an independent financial planning firm, Safe Harbor Retirement Planning, in the Boston area, a Commonwealth Financial Network affiliate. During that time, he was living life at full speed—running three businesses, exercising, playing golf, boating, spending time with grandchildren—until he had a life-changing stroke in October 2022.
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Ryan Marcus has a passion for helping the wealth management industry better serve the neurodivergent community. He argues that the industry is not serving them in an intentional way.
Neurodivergence refers to divergence in mental or neurological function from what is considered typical or normal. It’s frequently used with reference to autistic spectrum disorders...
Lisa Erickson spent 37 years in financial services, ultimately leading the Public Markets Due Diligence team at U.S. Bank, which manages over $500 billion in client assets. In addition to her business acumen, she was best known for her selflessness, positivity and character.
But earlier this year, Lisa chose to retire early after being diagnosed with Parkinson’s...
The summer after his freshman year in high school, John Connell went on the Texas Giant rollercoaster in Arlington, Texas, the tallest wooden rollercoaster in the U.S. at that time. John ended up in the hospital, with injuries the doctors weren’t sure he’d recover from. That became an “origination point,” a wake-up call that forever changed the trajectory of his life.
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After a successful career in the pharmaceutical industry—rising from clinical research to business development and marketing—Paula Nangle took a step back to raise her young children and reflect on what truly mattered.
Motivated by her early experiences with money and a desire to make a meaningful impact, she reinvented h...
Drew Shockley grew up on a dairy farm in Tennessee. He started working in insurance for $7.50/hour, and by his 30s had built and sold multiple companies—including an eight-figure exit in 2020.
From the outside, it sounds like a dream. But the road to Drew’s success was not a straight path. Along the way, he experienced burnout and struggled with the pressure of ...
When natural disasters hit, your life can turn upside down. Beth Bosworth experienced this firsthand when Hurricane Helene hit her town of Asheville, N.C. on Sept. 27, 2024. The hurricane caused severe damage to the city, including fallen trees, destroyed power lines, and flooded roads. Her neighborhood is still feeling the effects of that storm several months later.
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When Stacie Calder first joined the financial services industry, she pounded the pavement and quickly climbed the corporate ladder. But her rise came with a cost.
In this episode, she opens up about the persona she adopted to fit a traditional mold of leadership, one that silenced her authentic voice in favor of external a...
What happens when professional achievement outpaces personal well-being? Dr. Preston Cherry, founder of Concurrent Financial Planning, seemed to have it all—a thriving career and a secure six-figure salary in his late 20s. But beneath the surface, he was stuck in a seven-year fog, struggling to align his personal life with his financial success.
In this episode,...
Mary Saylor had been working hard to earn her accounting degree at Penn State University when she got some shocking news at the beginning of her senior year—she was pregnant. And while many women would think of it as a roadblock, Saylor saw it as a blessing. It didn’t stop her from pursuing her degree and a career in financial services. If anything, it made her more determined.
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Many advisors know Aaron Klein as the super-friendly, charismatic leader of Nitrogen, formerly Riskalyze, the company he founded about 13 years ago as a risk tolerance documentation tool. He’s since stepped down from his role leading the company.
What most advisors probably don’t know is Aaron’s personal journey—the challenges he faced balancing running a major ...
Michelle Begina started her journey to financial independence after an unexpected betrayal. When she was just 17 years old, her parents used her college fund to buy a yacht instead of supporting her education. Michelle then had to forge her own path, overcoming adversity and reshaping her perceptions of money and trust.
In this episode, Read more
George Kinder, raised in St. Clairsville, Ohio, was inspired by his passion for freedom and creativity to explore a deeper purpose for his life beyond traditional career paths. His work as a tax preparer revealed a universal longing for fulfillment, leading him to pioneer life planning, a method empowering individuals to pursue their true aspirations.
Adventure racing—an off-road, navigation-based sport that fuses endurance, strategy, and teamwork—became a life-changing journey for Ryan VanGorder. What started as a casual comment while watching The Echo Challenge with friends transformed into a relentless pursuit of his physical and mental limits.
Since 1999, Ryan and his team have tackled grueling competitio...
Having grown up around financial planning, Matthew Newman realized the importance of having everything in place before tragedy strikes. His father’s advice to plan for the negative moments was a lifeline.
At age 39, he was diagnosed with Grade 3 Astrocytoma, a form of brain cancer. At the time, he had three children under 5, and his father-in-law was battling p...
It was not just one struggle in her life that shaped Marissa Nehlsen. Since her formative years, she’s faced adversity and come out stronger every time.
Despite significant hardships, including the loss of her family farm, enduring domestic abuse from her father, and coping with Stargardt disease, which has led to blindness, Marissa has built a seven-figure bus...
In her role as head of culture and field experience at RBC Wealth Management U.S., Shareen Luze is responsible for making sure the firm’s 2,200 financial advisors feel supported and have a similar employee experience as those in the home office.
One particular area of focus, which has become more acute in the global pandemic, has been mental wellbeing.
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While studying at Duke University, Martine Lellis started to feel sick. It developed quickly into a hospital visit where she was diagnosed with pneumonia in both her lungs. The condition escalated into a near-deadly situation, so her doctors decided to induce a coma even before her parents were able to reach her.
It became...
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 so smooth.
For Ann...
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.
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