Healthy Advisor

Healthy Advisor


Latest Episodes

The Healthy Advisor: What Makes Advisors Happy With Michael Kitces
February 21, 2024

While wellbeing and mental health have become a more mainstream conversation among the wider U.S. population since the pandemic, its a topic still largely untouched by the financial services industry

The Healthy Advisor: The Year of Health with Tina Powell
January 17, 2024

After selling her business in November 2022, Tina Powell earmarked 2023 her year of health. The first step on that journey was to get a full body scan at the Princeton Longevity Center on Martin Lut

The Healthy Advisor: Using Wealth to Improve Your Health With James Bogart
December 13, 2023

As a busy and often stressed-out executive at one of the top RIAs in the country, James Bogart found himself neglecting his well-being, resulting in weight gain and various health issues. A series of

The Healthy Advisor: Overcoming Limited Opportunities and a Learning Disorder with Heather Kelly
November 15, 2023

Facing the hurdles of disadvantaged youth, Heather Kellys life was marked by a single mother, a disabled sister, and limited opportunities. She moved out of her home in Ozone Park, Queens, at the you

The Healthy Advisor: Finding Courage to Leave an Abusive Relationship with Cary Carbonaro
September 20, 2023

When financial advisor Cary Carbonaro met her first husband, she thought she had it all. She had a great upbringing in New York, wonderful family and friends. She was very successful. And while her fi

The Healthy Advisor: Resiliency and Other Lessons Inside Lehman
August 16, 2023

When Mike Wunderli started his journey into wealth management, he was excited about a career that had a combination of sales and finance, interpersonal and analytical. He built up an impressive book o

The Healthy Advisor: Persevering in the Face of Adversity with Maria Castillo Dominguez
July 19, 2023

Maria Castillo Dominguez grew up in Ronda, a small mountaintop town in the south of Spain. And while she had a great support system, she also had a very humble childhood, and things were difficult for

The Healthy Advisor: Living With Cancer With Lynn Ballou
June 21, 2023

After selling her firm to EP Wealth in 2016, Lynn Ballou became a fixture among EPs leadership team that worked to take the RIA to new heights. Shes also served as a mentor for younger advisors and

The Healthy Advisor: Caring for Family With Serious Mental Illness With Paul Peeler
May 17, 2023

In his financial advisory practice, Paul Peeler specializes in planning for mental illness caregivers and their families. But Paul has his own story of caring for a family member with a mental illness

The Healthy Advisor: Overcoming Insecurities and Self-Doubt With Stephanie Bogan
April 19, 2023

A lot of people in the industry know Stephanie Bogan; shes a sought-after business and practice management coach and speaker. Before starting Limitless Advisor, her current coaching firm, she founded