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  • 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
  • The Healthy Advisor: Using Life Planning to Turn Inward With George Kinder

    The Healthy Advisor: Using Life Planning to Turn Inward With George Kinder
    2024/12/11
    George Kinder, raised in St. Clairsville, Ohio, was inspired by his passion for freedom and creativity to explore a deeper purpose for his life beyond traditional career paths. His work as a tax preparer revealed a universal longing for fulfillment, leading him to pioneer life planning, a method empowering individuals to pursue their true aspirations. …

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    34 分
  • The Healthy Advisor: How Adventure Racing Shaped My Life and Business With Ryan VanGorder

    The Healthy Advisor: How Adventure Racing Shaped My Life and Business With Ryan VanGorder
    2024/11/13
    Adventure racing—an off-road, navigation-based sport that fuses endurance, strategy, and teamwork—became a life-changing journey for Ryan VanGorder. What started as a casual comment while watching The Echo Challenge with friends transformed into a relentless pursuit of his physical and mental limits. Since 1999, Ryan and his team have tackled grueling competitions that stretch from a …

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    30 分