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: Taking Control of Your Finances with Bridget Venus Grimes

Posted January 21, 202600:36:09

After facing divorce, financial hardship and even losing her home in a wildfire, Bridget Venus Grimes rebuilt her life and career around helping other...

The Healthy Advisor: An Unexpected Stroke and the Way Forward With Mark Singer

Posted December 17, 202500:27:26

For 35 years, Mark Singer owned an independent financial planning firm, Safe Harbor Retirement Planning, in the Boston area, a Commonwealth Financial...

The Healthy Advisor: A Heart for Serving the Neurodivergent with Ryan Marcus

Posted November 19, 202500:34:25

Ryan Marcus has a passion for helping the wealth management industry better serve the neurodivergent community. He argues that the industry is not serving...

The Healthy Advisor: A Parkinson’s Diagnosis Prompts an Early Retirement With Lisa Erickson

Posted October 15, 202500:30:39

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...

The Healthy Advisor: How a Near-Death Experience Became an ‘Origination Point’ With John Connell

Posted September 17, 202500:30:08

The summer after his freshman year in high school, John Connell went on the Texas Giant rollercoaster in Arlington, Texas, the tallest wooden rollercoaster...