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  • The Healthy Advisor: A Heart for Serving the Neurodivergent with Ryan Marcus

    The Healthy Advisor: A Heart for Serving the Neurodivergent with Ryan Marcus
    2025/11/19
    Ryan Marcus has a passion for helping the wealth management industry better serve the neurodivergent community. He argues that the industry is not serving them in an intentional way. Neurodivergence refers to divergence in mental or neurological function from what is considered typical or normal. It’s frequently used with reference to autistic spectrum disorders. The …

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    34 分
  • The Healthy Advisor: A Parkinson’s Diagnosis Prompts an Early Retirement With Lisa Erickson

    The Healthy Advisor: A Parkinson’s Diagnosis Prompts an Early Retirement With Lisa Erickson
    2025/10/15
    Lisa Erickson spent 37 years in financial services, ultimately leading the Public Markets Due Diligence team at U.S. Bank, which manages over $500 billion in client assets. In addition to her business acumen, she was best known for her selflessness, positivity and character. But earlier this year, Lisa chose to retire early after being diagnosed …

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    31 分
  • The Healthy Advisor: How a Near-Death Experience Became an ‘Origination Point’ With John Connell

    The Healthy Advisor: How a Near-Death Experience Became an ‘Origination Point’ With John Connell
    2025/09/17
    The summer after his freshman year in high school, John Connell went on the Texas Giant rollercoaster in Arlington, Texas, the tallest wooden rollercoaster in the U.S. at that time. John ended up in the hospital, with injuries the doctors weren’t sure he’d recover from. That became an “origination point,” a wake-up call that forever …

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    30 分
  • 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