Healthy Advisor

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

The Healthy Advisor: Getting Past the Seven-Year Fog with Dr. Preston Cherry

April 16, 2025 • 34 mins
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 …

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The Healthy Advisor: Climbing the Ladder as a Single, Young Mom With Mary Saylor

March 12, 2025 • 33 mins
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 …

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The Healthy Advisor: Beyond the C-Suite With Aaron Klein

February 5, 2025 • 37 mins
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 …

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The Healthy Advisor: Betrayal on the Dock and the Road to Financial Independence With Michelle Begina

January 8, 2025 • 33 mins
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, …

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The Healthy Advisor: Using Life Planning to Turn Inward With George Kinder

December 11, 2024 • 33 mins
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. …

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The Healthy Advisor: How Adventure Racing Shaped My Life and Business With Ryan VanGorder

November 13, 2024 • 30 mins
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 competitions that stretch from a …

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The Healthy Advisor: The Fragility of Life and the True Value of Planning With Matthew Newman

October 9, 2024 • 33 mins
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, …

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The Healthy Advisor: Becoming Victorious, Not a Victim With Marissa Nehlsen

September 18, 2024 • 38 mins
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 …

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The Healthy Advisor: Struggling With Anxiety With RBC’s Shareen Luze

August 14, 2024 • 32 mins
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, …

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The Healthy Advisor: From Near-Death to New Purpose with Martine Lellis

July 17, 2024 • 25 mins
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 so …

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The Healthy Advisor: The Juggle Is Real With Anna Howard and Kimberly Sanders

June 12, 2024 • 32 mins
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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The Healthy Advisor: Living Life Urgently with Kristine McManus

May 15, 2024 • 31 mins
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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The Healthy Advisor: The Emotional and Financial Strains of Addiction with Cheryl Canzanella

April 17, 2024 • 32 mins
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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The Healthy Advisor: Leaning Into a Diagnosis in the Family With Will Hoffman

March 20, 2024 • 33 mins
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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The Healthy Advisor: What Makes Advisors Happy With Michael Kitces

February 21, 2024 • 37 mins
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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The Healthy Advisor: The Year of Health with Tina Powell

January 17, 2024 • 44 mins
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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The Healthy Advisor: Using Wealth to Improve Your Health With James Bogart

December 13, 2023 • 35 mins
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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The Healthy Advisor: Overcoming Limited Opportunities and a Learning Disorder with Heather Kelly

November 15, 2023 • 30 mins
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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The Healthy Advisor: Finding Courage to Leave an Abusive Relationship with Cary Carbonaro

September 20, 2023 • 32 mins
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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The Healthy Advisor: Resiliency and Other Lessons Inside Lehman

August 16, 2023 • 44 mins
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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