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: Leaning Into a Diagnosis in the Family With Will Hoffman

Posted March 20, 202400:33:37

At just 10 years old, William Hoffman’s son Liam was diagnosed with neurofibromatosis (NF), a rare genetic condition that causes tumors to grow on...

The Healthy Advisor: What Makes Advisors Happy With Michael Kitces

Posted February 21, 202400:37:44

While wellbeing and mental health have become a more mainstream conversation among the wider U.S. population since the pandemic, it’s a topic still...

The Healthy Advisor: The Year of Health with Tina Powell

Posted January 17, 202400:44:02

After selling her business in November 2022, Tina Powell earmarked 2023 her “year of health.” The first step on that journey was to get a full body...

The Healthy Advisor: Using Wealth to Improve Your Health With James Bogart

Posted December 13, 202300:35:19

As a busy and often stressed-out executive at one of the top RIAs in the country, James Bogart found himself neglecting his well-being, resulting in...

The Healthy Advisor: Overcoming Limited Opportunities and a Learning Disorder with Heather Kelly

Posted November 15, 202300:30:48

Facing the hurdles of disadvantaged youth, Heather Kelly’s life was marked by a single mother, a disabled sister, and limited opportunities. She moved...