Healthy Advisor

Recent Episodes

The Healthy Advisor: Taking Control of Your Finances with Bridget Venus Grimes

Posted January 21, 2026 • 00:36:09

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, 2025 • 00:27:26

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, 2025 • 00:34:25

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, 2025 • 00:30:39

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, 2025 • 00:30:08

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