Episodios

  • The Healthy Advisor: The Fragility of Life and the True Value of Planning With Matthew Newman

    The Healthy Advisor: The Fragility of Life and the True Value of Planning With Matthew Newman
    Oct 9 2024
    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, …

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    34 m
  • The Healthy Advisor: Becoming Victorious, Not a Victim With Marissa Nehlsen

    The Healthy Advisor: Becoming Victorious, Not a Victim With Marissa Nehlsen
    Sep 18 2024
    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 …

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    39 m
  • The Healthy Advisor: Struggling With Anxiety With RBC’s Shareen Luze

    The Healthy Advisor: Struggling With Anxiety With RBC’s Shareen Luze
    Aug 14 2024
    In her role as head of culture and field experience at RBC Wealth Management U.S., Shareen Luze is responsible for making sure the firm’s 2,200 financial advisors feel supported and have a similar employee experience as those in the home office. One particular area of focus, which has become more acute in the global pandemic, …

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    33 m
  • The Healthy Advisor: From Near-Death to New Purpose with Martine Lellis

    The Healthy Advisor: From Near-Death to New Purpose with Martine Lellis
    Jul 17 2024
    While studying at Duke University, Martine Lellis started to feel sick. It developed quickly into a hospital visit where she was diagnosed with pneumonia in both her lungs. The condition escalated into a near-deadly situation, so her doctors decided to induce a coma even before her parents were able to reach her. It became so …

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    25 m
  • The Healthy Advisor: The Juggle Is Real With Anna Howard and Kimberly Sanders

    The Healthy Advisor: The Juggle Is Real With Anna Howard and Kimberly Sanders
    Jun 12 2024
    Kimberly Sanders followed a typical path into financial services, gaining an undergrad in finance and working for a series of banks and brokerage firms. When she became pregnant, she made the decision to stay home for eight years to raise her kids. But when it was time to return to work, the path was not …

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    33 m
  • The Healthy Advisor: Living Life Urgently with Kristine McManus

    The Healthy Advisor: Living Life Urgently with Kristine McManus
    May 15 2024
    At the end of 2022, Kristine McManus got an unexpected breast cancer diagnosis. Yet doctors thought it was the least aggressive form and easily treatable. Shortly after her surgery, she received multiple messages from the hospital; it turns out she had the most aggressive form of breast cancer, triple-negative. Her outlook on life changed as …

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    31 m
  • The Healthy Advisor: The Emotional and Financial Strains of Addiction with Cheryl Canzanella

    The Healthy Advisor: The Emotional and Financial Strains of Addiction with Cheryl Canzanella
    Apr 17 2024
    As the staggering number of Opioid overdoses and deaths continue to increase, so does the threat on family finances and retirement dreams. Cheryl Canzanella knows that all too well. In August 2017, she lost her husband to an accidental overdose, exposing her to the horrific realities of the opioid crisis. Since his death, she’s made …

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    32 m
  • The Healthy Advisor: Leaning Into a Diagnosis in the Family With Will Hoffman

    The Healthy Advisor: Leaning Into a Diagnosis in the Family With Will Hoffman
    Mar 20 2024
    At just 10 years old, William Hoffman’s son Liam was diagnosed with neurofibromatosis (NF), a rare genetic condition that causes tumors to grow on nerves throughout the body. When Will and his family got the news, they could have succumbed to despair. Instead, Will leaned into it, and has made it his mission to find …

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    34 m