Wealth Actually

Wealth Actually


EP-139 "THE HEALTH/WEALTH BALANCE" at 50 with DR. PHIL PEARLMAN

August 24, 2023

This episode is a little different. I’m going to talk about the importance of balance and health. This time I’m the example. I’m hitting the half century mark this year. After 3 years of COVID disrepair and neglect, I knew I needed a change. In this episode, I’m going to describe those changes and what it’s done for me.


I’ll also be commenting on the significant gap between health, fitness and the wealth management industrial complex. In brief, I think the industry has a huge blind spot around the intersection of health and wealth and is dangerously ignorant about the widening time and expense divide between one’s late career and death.


To help me make sense of this is, noted expert, Phil Pearlman. DR. PHIL PEARLMAN, is the founder of THE PEARL INSTITUTE. He is an expert in the areas of personal health, human change processes, and systems integration.


Phil and I didn’t work together. However, I hope his unique perspective on balancing career, fitness, mental health and other facets help put my experience into context and give the audience some lessons from my journey.


About Phil

DR. PHIL PEARLMAN, is the founder of THE PEARL INSTITUTE. He is an expert in the areas of personal health, human change processes, and systems integration.


Phil is the author of The Primecuts Newsletter, which focuses on cultivating a healthy lifestyle, mindset, and identity through the powers of creativity, reinvention, and grit.


Phil is an advisor to and investor in social/digital media companies across stages of development. Previously, he served as CBO and CMO at Osprey Funds, EVP at Bank OZK, Executive Editor at Stocktwits, and Interactive Editor at Yahoo Finance.


Phil earned a doctor of psychology degree from Argosy University.


He lives with his wife and two boys in Montebello, New York.



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