Healthy Advisor

Healthy Advisor


Latest Episodes

The Healthy Advisor: Treating Your Health As an Asset with Stevyn Guinnip
February 16, 2022

Stevyn Guinnip has seen secondhand the toll this industry can take on a persons health and wellbeing; her father, after all, was a financial advisor with Edward Jones for several decades. Advisors, s

The Healthy Advisor: Life As a Quadriplegic with Anthony Zhang
January 19, 2022

With several business ideas and capital secured from investors such as Mark Cuban and Mark Burnett, Anthony Zhang had an impressive path towards a bright future. That is, until a terrible accident lef

Transparency With Diana B.: The Glass Ceiling and Financial Independence With Julia Carlson
December 15, 2021

A Note to Transparency Listeners: In 2022, the podcast is going to be changing its name to The Healthy Advisor, to give a clearer idea of what the podcast is about. Transparency with Diana B. was no

Transparency With Diana B.: Coming Back From Failure with Eric Arnold
November 17, 2021

Eric Arnold is no stranger to failure. In fact, he failed out of college, got fired from two companies, failed at nine different startup ventures and lost everything on a bad investment. In this epis

Transparency with Diana B.: The Road to Recovery
October 20, 2021

Advisor Gary Schwartz was always able to make money; at the young age of 12, he started delivering newspapers in the Bronx. Thats also when he discovered drugs and alcohol, which became a way for him

Transparency with Diana B.: Empowering Women to Take Control of Their Finances
September 15, 2021

Advisor Robert Scheins father worked hard his adult life to provide for his family, and just four months into retirement, at the age of 70, he was diagnosed with Stage 4 stomach cancer. After about t

Transparency With Diana B.: Bad Timing and Bearing the Loss of Loved Ones
August 18, 2021

Advisor Anne Marie Stonich was just 28 years old when she and her two partners started building their own wealth management firm from scratch. For anyone in the business, that first year can be brutal

Transparency with Diana B.: Life as a Female Latina in Financial Services
July 21, 2021

Silvia Tergas has been fortunate to pursue her passions and use her differences to her advantage within the financialservices industry.Silvias father, who escaped from Cuba during the Cuban Revolut

Transparency with Diana B.: Overcoming the Racial Wealth Gap
June 16, 2021

Growing up in inner city Baltimore, Denika Tokunaga and her family struggled financially and couldnt afford many of the luxuries that others had. That racial wealth gap affected many in the Black com

Transparency with Diana B.: Dealing With the Emotional and Physical Abuse of the Past
May 19, 2021

When he was about six or seven years old, Rob Bartensteins parents got divorced. The rest of childhood had its ups and downs, with some emotional and, at times, physical abuse caused by the men in hi