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 Road to Recovery
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
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
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...
Transparency with Diana B.: Life as a Female Latina in Financial Services
Silvia Tergas has been fortunate to pursue her passions and use her differences to her advantage within the financial services industry. Silvia’s...
Transparency with Diana B.: Overcoming the Racial Wealth Gap
Growing up in inner city Baltimore, Denika Tokunaga and her family struggled financially and couldn’t afford many of the luxuries that others had....
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