# finance industry (audio feeds) — RSS Amplifier Recent posts from the 1 feeds in the RSS Amplifier directory that cover finance industry. Page: Feed: --- ## [The Healthy Advisor: What’s Driving Advisor Wellbeing with Michael Kitces](https://transparencypodcast.blubrry.net/2026/07/15/the-healthy-advisor-whats-driving-advisor-wellbeing-with-michael-kitces/) _2026-07-15 · Healthy Advisor_ Michael Kitces has spent years studying what drives satisfaction among financial advisors, going beyond firm performance metrics to focus on personal wellbeing and career fulfillment. His latest research, the 2025 Advisor Wellbeing Study, reveals how advisor happiness has shifted in recent years and what factors are shaping those changes. Drawing from responses across the industry, the study… [Listen](https://media.blubrry.com/transparencypodcast/media.blubrry.com/transparencypodcast/ins.blubrry.com/transparencypodcast/HA_MichaelKitces_Audio.mp3) ## [The Healthy Advisor: Carolyn Armitage on Childhood Trauma and Psilocybin Therapy](https://transparencypodcast.blubrry.net/2026/06/22/the-healthy-advisor-carolyn-armitage-on-childhood-trauma-and-psilocybin-therapy/) _2026-06-22 · Healthy Advisor_ Carolyn Armitage spent decades building a career in wealth management while privately carrying the emotional effects of childhood trauma. For years, she compartmentalized those experiences, believing she could simply push through them while focusing on work, achievement and daily life. After an emotional breaking point following her mother’s funeral, Carolyn began exploring deeper forms of… [Listen](https://media.blubrry.com/transparencypodcast/media.blubrry.com/transparencypodcast/ins.blubrry.com/transparencypodcast/HA-CAROLYN_ARMITAGE-AUDIO.mp3) ## [The Healthy Advisor: When Pressure, Setbacks and Life Transitions Collide With Terri Kallsen](https://transparencypodcast.blubrry.net/2026/05/20/the-healthy-advisor-when-pressure-setbacks-and-life-transitions-collide-with-terri-kallsen/) _2026-05-20 · Healthy Advisor_ Terri Kallsen has had an outstanding career in financial services over the last 30 years. During her tenure at Charles Schwab, she led 7,000 employees and managed $1.6 trillion in assets, played a key role in transforming Wealth Enhancement Group as COO and over the last two years, she has been instrumental in building Rise Growth Partners, the RIA investing company started by former United… [Listen](https://media.blubrry.com/transparencypodcast/media.blubrry.com/transparencypodcast/ins.blubrry.com/transparencypodcast/HA-TERRI-KALLSEN-MASTERED.mp3) ## [The Healthy Advisor: Viewing Cancer as an Opportunity, Not a Fight with RJ Moore](https://transparencypodcast.blubrry.net/2026/04/22/the-healthy-advisor-viewing-cancer-as-an-opportunity-not-a-fight-with-rj-moore/) _2026-04-22 · Healthy Advisor_ Throughout his career, RJ Moore has led some of the largest wealth management firms in the industry through challenging times. He’s held CEO positions at Cetera Financial Group, Legal & General Investment Management America, and ABN AMRO La Salle Bank. He’s also the former president of LPL Financial. But perhaps his biggest challenge came during the summer 2023, when he was diagnosed with Stage IV… [Listen](https://media.blubrry.com/transparencypodcast/media.blubrry.com/transparencypodcast/ins.blubrry.com/transparencypodcast/HA-RJ-MOORE-AUDIO-MASTERED.mp3) ## [The Healthy Advisor: Turning Loss into Purpose with Jamie Hopkins](https://transparencypodcast.blubrry.net/2026/03/18/the-healthy-advisor-turning-loss-into-purpose-with-jamie-hopkins/) _2026-03-18 · Healthy Advisor_ This month, Jamie Hopkins’ new book, “Your Retirement Sketchbook,” co-written by Bonnie Treichel, hits bookstores, and a lot of advisors know Hopkins as a retirement planning expert. Less known is his own personal story, which includes the passing of his father in a job-site accident when he was 8 years old. “This has impacted so many things in my life—my desire to be a dad, a sense I would die… [Listen](https://media.blubrry.com/transparencypodcast/media.blubrry.com/transparencypodcast/ins.blubrry.com/transparencypodcast/HA-JAMIE-HOPKINS-AUDIO-MASTERED.mp3) ## [The Healthy Advisor: The Toll of Caregiving with Melissa Caro](https://transparencypodcast.blubrry.net/2026/02/18/the-healthy-advisor-the-toll-of-caregiving-with-melissa-caro/) _2026-02-18 · Healthy Advisor_ In 2018, Melissa Caro’s perfectly healthy 72-year-old mother was suddenly diagnosed with stage 4 lung cancer, and within 24 hours she became her sole caregiver, her financial planner, her life coach and her healthcare advocate. At the same time, her 87-year-old stepdad was falling apart and spiraling into dementia, and her husband was in the hospital with severe back problems. As a Type A… [Listen](https://media.blubrry.com/transparencypodcast/media.blubrry.com/transparencypodcast/ins.blubrry.com/transparencypodcast/HA-MELISSA-CARO-MASTERED.mp3) ## [The Healthy Advisor: Taking Control of Your Finances with Bridget Venus Grimes](https://transparencypodcast.blubrry.net/2026/01/21/the-healthy-advisor-taking-control-of-your-finances-with-bridget-venus-grimes/) _2026-01-21 · Healthy Advisor_ After facing divorce, financial hardship and even losing her home in a wildfire, Bridget Venus Grimes rebuilt her life and career around helping other women do the same, taking control of their finances, finding community and redefining success on their own terms. In this episode of The Healthy Advisor, host Diana Britton sits down with Grimes, president of WealthChoice and co-founder of Equita… [Listen](https://media.blubrry.com/transparencypodcast/media.blubrry.com/transparencypodcast/ins.blubrry.com/transparencypodcast/HA_BridgetVenusGrimes.mp3) ## [The Healthy Advisor: An Unexpected Stroke and the Way Forward With Mark Singer](https://transparencypodcast.blubrry.net/2025/12/17/the-healthy-advisor-an-unexpected-stroke-and-the-way-forward-with-mark-singer/) _2025-12-17 · Healthy Advisor_ For 35 years, Mark Singer owned an independent financial planning firm, Safe Harbor Retirement Planning, in the Boston area, a Commonwealth Financial Network affiliate. During that time, he was living life at full speed—running three businesses, exercising, playing golf, boating, spending time with grandchildren—until he had a life-changing stroke in October 2022. He lost his ability to speak,… [Listen](https://media.blubrry.com/transparencypodcast/media.blubrry.com/transparencypodcast/ins.blubrry.com/transparencypodcast/HA_MARK_SINGER_MASTERED.mp3) ## [The Healthy Advisor: A Heart for Serving the Neurodivergent with Ryan Marcus](https://transparencypodcast.blubrry.net/2025/11/19/the-healthy-advisor-a-heart-for-serving-the-neurodivergent-with-ryan-marcus/) _2025-11-19 · Healthy Advisor_ 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 issue is personal to Ryan,… [Listen](https://media.blubrry.com/transparencypodcast/media.blubrry.com/transparencypodcast/ins.blubrry.com/transparencypodcast/HA_RYAN_MARCUS_MASTERED.mp3) ## [The Healthy Advisor: A Parkinson’s Diagnosis Prompts an Early Retirement With Lisa Erickson](https://transparencypodcast.blubrry.net/2025/10/15/the-healthy-advisor-a-parkinsons-diagnosis-prompts-an-early-retirement-with-lisa-erickson/) _2025-10-15 · Healthy Advisor_ 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 with Parkinson’s disease, a movement disorder of the… [Listen](https://media.blubrry.com/transparencypodcast/media.blubrry.com/transparencypodcast/ins.blubrry.com/transparencypodcast/HA_Lisa_Erickson.mp3) ## [Earn crypto for idle GPUs (Sponsored)](https://crawlproof.com/a/0uwG1indx6Qv) _2025-10-15 · **Sponsored**_ Run one CLI, host Qwen/Llama/Mistral, and earn BTC, ETH, SOL, or USDC ## [The Healthy Advisor: How a Near-Death Experience Became an ‘Origination Point’ With John Connell](https://transparencypodcast.blubrry.net/2025/09/17/the-healthy-advisor-how-a-near-death-experience-became-an-origination-point-with-john-connell/) _2025-09-17 · Healthy Advisor_ 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 changed the trajectory of his life. In this episode of The… [Listen](https://media.blubrry.com/transparencypodcast/media.blubrry.com/transparencypodcast/ins.blubrry.com/transparencypodcast/HA-JOHN_CONNELL.mp3) ## [The Healthy Advisor: An Unconventional Path to a More Sustainable Life with Paula Nangle](https://transparencypodcast.blubrry.net/2025/08/20/the-healthy-advisor-an-unconventional-path-to-a-more-sustainable-life-with-paula-nangle/) _2025-08-20 · Healthy Advisor_ 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, helping others navigate their… [Listen](https://media.blubrry.com/transparencypodcast/media.blubrry.com/transparencypodcast/ins.blubrry.com/transparencypodcast/HA_PaulaNagle.mp3) ## [The Healthy Advisor: Overcoming Burnout and the Pressures of Leadership With Drew Shockley](https://transparencypodcast.blubrry.net/2025/07/16/the-healthy-advisor-overcoming-burnout-and-the-pressures-of-leadership-with-drew-shockley/) _2025-07-16 · Healthy Advisor_ 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 experienced burnout and struggled with the pressure of leading a much larger team. The… [Listen](https://media.blubrry.com/transparencypodcast/media.blubrry.com/transparencypodcast/ins.blubrry.com/transparencypodcast/HA_Drew_Mastered.mp3) ## [The Healthy Advisor: Riding Out the Storm with Beth Bosworth](https://transparencypodcast.blubrry.net/2025/06/11/the-healthy-advisor-riding-out-the-storm-with-beth-bosworth/) _2025-06-11 · Healthy Advisor_ 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 several months later. In this episode, Diana… [Listen](https://media.blubrry.com/transparencypodcast/ins.blubrry.com/transparencypodcast/HA_Beth_Bosworth.mp3) ## [The Healthy Advisor: How Vulnerability Transforms Leadership with Stacie Calder](https://transparencypodcast.blubrry.net/2025/05/14/the-healthy-advisor-how-vulnerability-transforms-leadership-with-stacie-calder/) _2025-05-14 · Healthy Advisor_ 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. A turning point came when a close friend called out her lack of… [Listen](https://media.blubrry.com/transparencypodcast/ins.blubrry.com/transparencypodcast/HA_Ep_StacieCalder_1_.mp3) ## [The Healthy Advisor: Getting Past the Seven-Year Fog with Dr. Preston Cherry](https://transparencypodcast.blubrry.net/2025/04/16/the-healthy-advisor-getting-past-the-seven-year-fog-with-dr-preston-cherry/) _2025-04-16 · Healthy Advisor_ 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 episode, Diana Britton, executive editor at… [Listen](https://media.blubrry.com/transparencypodcast/ins.blubrry.com/transparencypodcast/HA_ep_Dr_Preston_Cherry_2024.mp3) ## [The Healthy Advisor: Climbing the Ladder as a Single, Young Mom With Mary Saylor](https://transparencypodcast.blubrry.net/2025/03/12/the-healthy-advisor-climbing-the-ladder-as-a-single-young-mom-with-mary-saylor/) _2025-03-12 · Healthy Advisor_ 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 and a career in financial services. If anything, it made her more determined. Not long after… [Listen](https://media.blubrry.com/transparencypodcast/ins.blubrry.com/transparencypodcast/HA_Ep_Mary_Saylor.mp3) ## [The Healthy Advisor: Beyond the C-Suite With Aaron Klein](https://transparencypodcast.blubrry.net/2025/02/05/the-healthy-advisor-beyond-the-c-suite-with-aaron-klein/) _2025-02-05 · Healthy Advisor_ 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 fintech company with adopting and… [Listen](https://media.blubrry.com/transparencypodcast/ins.blubrry.com/transparencypodcast/HA_Ep_Aaron_Klein_2024.mp3) ## [The Healthy Advisor: Betrayal on the Dock and the Road to Financial Independence With Michelle Begina](https://transparencypodcast.blubrry.net/2025/01/08/the-healthy-advisor-betrayal-on-the-dock-and-the-road-to-financial-independence-with-michelle-begina/) _2025-01-08 · Healthy Advisor_ 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, WealthManagement.com Managing Editor Diana Britton sits down… [Listen](https://media.blubrry.com/transparencypodcast/ins.blubrry.com/transparencypodcast/HA_Ep_Michellle_Begina.mp3) ## [The Healthy Advisor: Using Life Planning to Turn Inward With George Kinder](https://transparencypodcast.blubrry.net/2024/12/11/the-healthy-advisor-using-life-planning-to-turn-inward-with-george-kinder/) _2024-12-11 · Healthy Advisor_ 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. And while he has trained hundreds of advisors… [Listen](https://media.blubrry.com/transparencypodcast/ins.blubrry.com/transparencypodcast/HA_Ep_George_Kinder.mp3) ## [Earn crypto for idle GPUs (Sponsored)](https://crawlproof.com/a/0k2OaZbhsC2q) _2024-12-11 · **Sponsored**_ Run one CLI, host Qwen/Llama/Mistral, and earn BTC, ETH, SOL, or USDC ## [The Healthy Advisor: How Adventure Racing Shaped My Life and Business With Ryan VanGorder](https://transparencypodcast.blubrry.net/2024/11/13/the-healthy-advisor-how-adventure-racing-shaped-my-life-and-business-with-ryan-vangorder/) _2024-11-13 · Healthy Advisor_ 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 few hours to… [Listen](https://media.blubrry.com/transparencypodcast/ins.blubrry.com/transparencypodcast/HA_Ep_RyanVanGorder.mp3) ## [The Healthy Advisor: The Fragility of Life and the True Value of Planning With Matthew Newman](https://transparencypodcast.blubrry.net/2024/10/09/the-healthy-advisor-the-fragility-of-life-and-the-true-value-of-planning-with-matthew-newman/) _2024-10-09 · Healthy Advisor_ Having grown up around financial planning, Matthew Newman realized the importance of having everything in place before tragedy strikes. His father’s advice to plan for the negative moments was a lifeline. At age 39, he was diagnosed with Grade 3 Astrocytoma, a form of brain cancer. At the time, he had three children under 5, and his father-in-law was battling pancreatic cancer. All of a sudden, he… [Listen](https://media.blubrry.com/transparencypodcast/ins.blubrry.com/transparencypodcast/HA_Ep_Matt_Newman_2024.mp3) ## [The Healthy Advisor: Becoming Victorious, Not a Victim With Marissa Nehlsen](https://transparencypodcast.blubrry.net/2024/09/18/the-healthy-advisor-becoming-victorious-not-a-victim-with-marissa-nehlsen/) _2024-09-18 · Healthy Advisor_ It was not just one struggle in her life that shaped Marissa Nehlsen. Since her formative years, she’s faced adversity and come out stronger every time. Despite significant hardships, including the loss of her family farm, enduring domestic abuse from her father, and coping with Stargardt disease, which has led to blindness, Marissa has built a seven-figure business and become a coach, speaker,… [Listen](https://media.blubrry.com/transparencypodcast/ins.blubrry.com/transparencypodcast/HA_Ep_Marissa_Nehlsen.mp3)