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 oth

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Recent Episodes

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

Posted April 16, 202500:34:46

What happens when professional achievement outpaces personal well-being? Dr. Preston Cherry, founder of Concurrent Financial Planning, seemed to have...

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

Posted March 12, 202500:33:18

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...

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

Posted February 5, 202500:37:00

Many advisors know Aaron Klein as the super-friendly, charismatic leader of Nitrogen, formerly Riskalyze, the company he founded about 13 years ago...

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

Posted January 8, 202500:33:05

Michelle Begina started her journey to financial independence after an unexpected betrayal. When she was just 17 years old, her parents used her college...

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

Posted December 11, 202400:33:30

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...