For 35 years, Mark Singer owned an independent financial planning firm, Safe Harbor Retirement Planning, in the Boston area, a Commonwealth Financial Network affiliate. During that time, he was living life at full speedrunning three businesses, exercisin

Ryan Marcus has a passion for helping the wealth management industry better serve the neurodivergent community. He argues that the industry is not serving them in an intentional way.Neurodivergence refers to divergence in mental or neurological function

Lisa Erickson spent 37 years in financial services, ultimately leading the Public Markets Due Diligence team at U.S. Bank, which manages over $500 billion in client assets. In addition to her business

The summer after his freshman year in high school, John Connell went on the Texas Giant rollercoaster in Arlington, Texas, the tallest wooden rollercoaster in the U.S. at that time. John ended up in t

After a successful career in the pharmaceutical industryrising from clinical research to business development and marketingPaula Nangle took a step back to raise her young children and reflect on what truly mattered.Motivated by her early experiences

Drew Shockley grew up on a dairy farm in Tennessee. He started working in insurance for $7.50/hour, and by his 30s had built and sold multiple companiesincluding an eight-figure exit in 2020.From the outside, it sounds like a dream. But the road to Drew

When natural disasters hit, your life can turn upside down. Beth Bosworth experienced this firsthand when Hurricane Helene hit her town of Asheville, N.C. on Sept. 27, 2024. The hurricane caused sever

When Stacie Calder first joined the financial services industry, she pounded the pavement and quickly climbed the corporate ladder. But her rise came with a cost.In this episode, she opens up about the persona she adopted to fit a traditional mold of le

What happens when professional achievement outpaces personal well-being? Dr. Preston Cherry, founder of Concurrent Financial Planning, seemed to have it alla thriving career and a secure six-figure salary in his late 20s. But beneath the surface, he was

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 yearshe was pregnant. And while many women would think of it as a roadblock, Saylor saw it as a blessi