Healthy Advisor

Healthy Advisor

Latest Episodes

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

The Healthy Advisor: The Year of Health with Tina Powell
January 17, 2024

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 scan at the Princeton Longevity Center on Martin Lut

The Healthy Advisor: Using Wealth to Improve Your Health With James Bogart
December 13, 2023

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 weight gain and various health issues. A series of

The Healthy Advisor: Overcoming Limited Opportunities and a Learning Disorder with Heather Kelly
November 15, 2023

Facing the hurdles of disadvantaged youth, Heather Kellys life was marked by a single mother, a disabled sister, and limited opportunities. She moved out of her home in Ozone Park, Queens, at the you

The Healthy Advisor: Finding Courage to Leave an Abusive Relationship with Cary Carbonaro
September 20, 2023

When financial advisor Cary Carbonaro met her first husband, she thought she had it all. She had a great upbringing in New York, wonderful family and friends. She was very successful. And while her fi

The Healthy Advisor: Resiliency and Other Lessons Inside Lehman
August 16, 2023

When Mike Wunderli started his journey into wealth management, he was excited about a career that had a combination of sales and finance, interpersonal and analytical. He built up an impressive book o