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August 17, 2023 58 mins

PART 2: On this episode Danny sits down with, Tom Hine, author of the book "The Balanced Wealth Approach: Secrets to Living Long and Living Rich." Tom would be an excellent fit for the Money Supports Happy podcast as his unique perspective on integrating health and wellness into financial planning would resonate with your audience.

 

Tom is the founder and CEO of Capital Wealth Management in Glastonbury, CT, and he has over thirty years of experience in the financial services industry. Tom received his MBA from the University of Connecticut and is a CERTIFIED FINANCIAL PLANNER™ However, what truly sets him apart is his profound belief in integrating health and wellness into the financial planning process. He understands that genuine financial success encompasses more than just accumulating wealth; it also involves nurturing good health to fully enjoy life's rewards.

 

In "The Balanced Wealth Approach," Tom challenges the conventional wisdom surrounding retirement planning by asking thought-provoking questions: "What good is a seven-figure portfolio if you're six feet under?” and “Why work forty years for a retirement that lasts only ten?" Tom challenges his readers to make wellness their number-one investment. The book presents a lifestyle that links financial wealth to overall well-being, enabling individuals to live long, healthy, and prosperous lives.

 

Tom’s previous promotional appearances for The Balanced Wealth Approach can be found on the book’s

website:  https://thebalancedwealthapproach.com/ 

 The link to the book on Amazon is:  https://a.co/d/dlbJVx8, and Tom would be happy to send a physical, digital, or Audible copy of the book.


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