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  • The Healthy Advisor: An Unconventional Path to a More Sustainable Life with Paula Nangle

    The Healthy Advisor: An Unconventional Path to a More Sustainable Life with Paula Nangle
    2025/08/20
    After a successful career in the pharmaceutical industry—rising from clinical research to business development and marketing—Paula Nangle took a step back to raise her young children and reflect on what truly mattered. Motivated by her early experiences with money and a desire to make a meaningful impact, she reinvented herself as a Certified Financial Planner, …

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    25 分
  • The Healthy Advisor: Overcoming Burnout and the Pressures of Leadership With Drew Shockley

    The Healthy Advisor: Overcoming Burnout and the Pressures of Leadership With Drew Shockley
    2025/07/16
    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 companies—including an eight-figure exit in 2020. From the outside, it sounds like a dream. But the road to Drew’s success was not a straight path. Along the way, he …

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    38 分
  • The Healthy Advisor: Riding Out the Storm with Beth Bosworth

    The Healthy Advisor: Riding Out the Storm with Beth Bosworth
    2025/06/11
    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 severe damage to the city, including fallen trees, destroyed power lines, and flooded roads. Her neighborhood is still feeling the effects of that storm …

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    36 分
  • The Healthy Advisor: How Vulnerability Transforms Leadership with Stacie Calder

    The Healthy Advisor: How Vulnerability Transforms Leadership with Stacie Calder
    2025/05/14
    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 leadership, one that silenced her authentic voice in favor of external approval. …

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    29 分
  • The Healthy Advisor: Getting Past the Seven-Year Fog with Dr. Preston Cherry

    The Healthy Advisor: Getting Past the Seven-Year Fog with Dr. Preston Cherry
    2025/04/16
    What happens when professional achievement outpaces personal well-being? Dr. Preston Cherry, founder of Concurrent Financial Planning, seemed to have it all—a thriving career and a secure six-figure salary in his late 20s. But beneath the surface, he was stuck in a seven-year fog, struggling to align his personal life with his financial success. In this …

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    35 分
  • The Healthy Advisor: Climbing the Ladder as a Single, Young Mom With Mary Saylor

    The Healthy Advisor: Climbing the Ladder as a Single, Young Mom With Mary Saylor
    2025/03/12
    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 year—she was pregnant. And while many women would think of it as a roadblock, Saylor saw it as a blessing. It didn’t stop her from pursuing her degree …

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    33 分
  • The Healthy Advisor: Beyond the C-Suite With Aaron Klein

    The Healthy Advisor: Beyond the C-Suite With Aaron Klein
    2025/02/05
    Many advisors know Aaron Klein as the super-friendly, charismatic leader of Nitrogen, formerly Riskalyze, the company he founded about 13 years ago as a risk tolerance documentation tool. He’s since stepped down from his role leading the company. What most advisors probably don’t know is Aaron’s personal journey—the challenges he faced balancing running a major …

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    37 分
  • The Healthy Advisor: Betrayal on the Dock and the Road to Financial Independence With Michelle Begina

    The Healthy Advisor: Betrayal on the Dock and the Road to Financial Independence With Michelle Begina
    2025/01/08
    Michelle Begina started her journey to financial independence after an unexpected betrayal. When she was just 17 years old, her parents used her college fund to buy a yacht instead of supporting her education. Michelle then had to forge her own path, overcoming adversity and reshaping her perceptions of money and trust. In this episode, …

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    33 分