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: Riding Out the Storm with Beth Bosworth

Posted June 11, 202500:35:59

When natural disasters hit, your life can turn upside down. Beth Bosworth experienced this firsthand when Hurricane Helene hit her town of Asheville,...

The Healthy Advisor: How Vulnerability Transforms Leadership with Stacie Calder

Posted May 14, 202500:28:37

When Stacie Calder first joined the financial services industry, she pounded the pavement and quickly climbed the corporate ladder. But her rise came...

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...