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

Transparency With Diana B.: The Glass Ceiling and Financial Independence With Julia Carlson

Posted December 15, 2021 • 00:27:12

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...

Transparency With Diana B.: Coming Back From Failure with Eric Arnold

Posted November 17, 2021 • 00:35:10

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...

Transparency with Diana B.: The Road to Recovery

Posted October 20, 2021 • 00:26:42

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...

Transparency with Diana B.: Empowering Women to Take Control of Their Finances

Posted September 15, 2021 • 00:29:18

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...

Transparency With Diana B.: Bad Timing and Bearing the Loss of Loved Ones

Posted August 18, 2021 • 00:28:04

Advisor Anne Marie Stonich was just 28 years old when she and her two partners started building their own wealth management firm from scratch. For anyone...