Healthy Advisor

Healthy Advisor


Latest Episodes

Transparency with Diana B.: How a Life-Threatening Discovery Can Change Your Practice
November 18, 2020

One incident can change everything. Everything you once believed in, and worked towards can be turned upside down.  In this installment, guest host David Lenok, senior wealth planning editor at wealthmanagement.com, sits down with Craig Hersch,

Transparency with Diana B.: Life in a Wheelchair
October 14, 2020

Shortly after Jonathan’s parents noticed his struggle to crawl as a baby, he was diagnosed with spinal muscular atrophy (SMA), a genetic disease affecting the central nervous system, peripheral nervous system and voluntary muscle movement.

Transparency with Diana B.: Six Years Sober
September 16, 2020

Growing up in the 1970s in the bay area of California, Tim Brisson never had alcoholism in his family. But he was raised with the notion that “children were to be seen and not heard,” so he grew up not knowing how to deal with his emotions,

Transparency With Diana B.: When a Sudden Health Crisis Hits in a Foreign Land
August 12, 2020

About six years ago, when financial advisor Esther Szabo and her then-husband David boarded a cruise ship headed for Russia, she never expected their grand vacation would end with him on a stretcher in a medevac.

Transparency With Diana B.: The Gifts and Trials That Come With Dyslexia
July 22, 2020

Dyslexia is the most common of all neurocognitive disorders, but contrary to what many may believe, some of the most innovative people in the country have dyslexia, including Charles Schwab and Bill Gates, to name a few.

Transparency with Diana B.: The Reality of Divorce With a Special Needs Child
July 08, 2020

As a Certified Divorce Financial Analyst, and, perhaps, the preeminent divorce advisor in the industry, Michelle Smith has helped hundreds of women through the financial maze of divorce. But she’s even more qualified to advise on divorce because she’s ...

Transparency with Diana B.: How John Hyland Fought Cancer and Won—Three Times
June 24, 2020

A lot of people in the industry know John Hyland, the co-founder and executive officer of Private Advisor Group, who has been in the industry for 31 years. But few know his personal story. When John was younger,

Transparency with Diana B.: Living With Type 1 Diabetes
June 10, 2020

As an estate tax attorney, Melanie Schnoll-Begun spent so much of her life helping others plan their for their futures. But when she applied for a life insurance policy of her own during pregnancy, she never imagined she’d get a rejection letter.

Transparency With Diana B.: Working Mothers in Quarantine
May 27, 2020

When shelter-in-place orders started cropping up in mid-March, as the coronavirus started to spread in cities across the country, many schools and daycares closed. Babysitters and other caregivers, such as grandparents,

Transparency With Diana B.: A Near-Death Experience
May 13, 2020

While the numbers are constantly changing, the coronavirus has claimed many, many lives, and the casualties continue to climb. And during this time, as mortality is top of mind for many and emotions are running high,