Healthy Advisor

In 2011, Jeff Martinovich was barred by the Financial Industry Regulatory Authority from any role in selling securities or associating with FINRA members, and he’s currently serving a 16-year prison sentence, with about 2.5 years more on home confinement in Norfolk, Va. An ankle monitor on his left ankle keeps tabs on his movements. 

But Martinovich has few regrets with the decisions he made, including rejecting three government pl...

Our experiences throughout childhood can have a major impact on the way we live our lives into adulthood. But after meeting Marc Nichols, you might never have guessed the trauma that he experienced growing up, one he describes as “inconsistent.” 

In this episode, Diana Britton is joined by Nichols, product director at Arbor Digital, who opens up about being the victim of sexual and mental abuse by people he was supposed to look up ...

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 her relocate and covering the funeral expenses. That changed the course of his career.

He fell into a workaholic trap, as ...

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 be able to coast. But that’s a lie. Instead, she says, many advisors work themselves ragged, and end their careers in burnou...

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 Anthony Zhang, co-founder and CEO of Vinovest, a platform aimed at democratizing acce...

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 of high school took a job at a local bank. She learned that the glass ceiling in the financial services industry comes quickly, so she le...

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 given a second chance with Planswell. 

Toronto-based Planswell, which was founded in 2015, was humming by late 2019...

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 of choice. 

In this episode, Diana Britton, managing editor of WealthManagement.com, is joined by Schwartz, ...

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. 

Luckily, Schein and his brother stepped in to help and set her on a positive financial path. But many wo...