Healthy Advisor
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Latest Episodes
The Healthy Advisor: Struggling With Anxiety With RBC’s Shareen Luze
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
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
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
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
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
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
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
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
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
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