Healthy Advisor

Healthy Advisor


Latest Episodes

The Healthy Advisor: How Adventure Racing Shaped My Life and Business With Ryan VanGorder
November 13, 2024

Adventure racingan off-road, navigation-based sport that fuses endurance, strategy, and teamworkbecame a life-changing journey for Ryan VanGorder. What started as a casual comment while watching The

The Healthy Advisor: The Fragility of Life and the True Value of Planning With Matthew Newman
October 09, 2024

Having grown up around financial planning, Matthew Newman realized the importance of having everything in place before tragedy strikes. His fathers advice to plan for the negative moments was a lifel

The Healthy Advisor: Becoming Victorious, Not a Victim With Marissa Nehlsen
September 18, 2024

It was not just one struggle in her life that shaped Marissa Nehlsen. Since her formative years, shes faced adversity and come out stronger every time. Despite significant hardships, including the l

The Healthy Advisor: Struggling With Anxiety With RBC’s Shareen Luze
August 14, 2024

In her role as head of culture and field experience at RBC Wealth Management U.S., Shareen Luze is responsible for making sure the firms 2,200 financial advisors feel supported and have a similar emp

The Healthy Advisor: From Near-Death to New Purpose with Martine Lellis
July 17, 2024

While studying at Duke University, Martine Lellis started to feel sick. It developed quickly into a hospital visit where she was diagnosed with pneumonia in both her lungs. The condition escalated int

The Healthy Advisor: The Juggle Is Real With Anna Howard and Kimberly Sanders
June 12, 2024

Kimberly Sanders followed a typical path into financial services, gaining an undergrad in finance and working for a series of banks and brokerage firms. When she became pregnant, she made the decision

The Healthy Advisor: Living Life Urgently with Kristine McManus
May 15, 2024

At the end of 2022, Kristine McManus got an unexpected breast cancer diagnosis. Yet doctors thought it was the least aggressive form and easily treatable. Shortly after her surgery, she received mult

The Healthy Advisor: The Emotional and Financial Strains of Addiction with Cheryl Canzanella
April 17, 2024

As the staggering number of Opioid overdoses and deaths continue to increase, so does the threat on family finances and retirement dreams. Cheryl Canzanella knows that all too well. In August 2017, sh

The Healthy Advisor: Leaning Into a Diagnosis in the Family With Will Hoffman
March 20, 2024

At just 10 years old, William Hoffmans son Liam was diagnosed with neurofibromatosis (NF), a rare genetic condition that causes tumors to grow on nerves throughout the body. When Will and his family

The Healthy Advisor: What Makes Advisors Happy With Michael Kitces
February 21, 2024

While wellbeing and mental health have become a more mainstream conversation among the wider U.S. population since the pandemic, its a topic still largely untouched by the financial services industry