May 2020 – The Healthy Advisor Podcast

Transparency With Diana B.: Working Mothers in Quarantine

By healthy advisor | May 27, 2020

When shelter-in-place orders started cropping up in mid-March, as the coronavirus started to spread in cities across the country, many schools and daycares closed. Babysitters and other caregivers, such as grandparents, were forced to separate from the kids they typically cared for. The circumstance brought a new challenge to working parents, who have been struggling over the last few months to work remotely, home-school their children, and keep the young ones engaged, occupied and happy.

In this episode of Transparency, Diana Britton, managing editor of WealthManagement.com, talks to three mothers in financial services about the challenges they’ve experienced balancing work and childcare during the quarantine.

Shana Sissel, chief investment officer of Spotlight Asset Group, has an energetic little boy who is feeling increasingly antsy inside their apartment. Kristine Porcaro, co-founder and president of Lexington Wealth Management, is preserving emotional energy for her two teenage girls. And Blair DuQuesnay, an advisor at Ritholtz Wealth Management, is balancing the care of her young son and newborn daughter.

Diana’s joined by Shana, Kristine, and Blair who discuss the challenges of keeping their children emotionally and mentally fulfilled while stuck inside, as well as their mechanisms for staying sane. Diana draws on her own experience in this episode, working from home while caring for her 4-year-old son and 1-year-old daughter.

In this episode, you will learn:

About their experiences working from home with kids
How these moms feel about screentime and how they manage it
How they’re dealing with schools and daycares being closed
How they’re dealing with acting out and heightened emotions
How to run an advisory business while caring for children
Ways these mothers maintain sanity and relieve stress
And more.

Tune in now to hear a candid discussion about the challenges of caring for children and working from home during COVID-19.

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Transparency With Diana B.: A Near-Death Experience

By healthy advisor | May 13, 2020

While the numbers are constantly changing, the coronavirus has claimed many, many lives, and the casualties continue to climb. And during this time, as mortality is top of mind for many and emotions are running high, it may help to hear from someone who has faced death, head-on, and lived to tell the tale.

In this episode of Transparency, Diana Britton, managing editor of WealthManagement.com, is joined by Brandon Garrett, president and chief investment officer of Snow Garrett Wealth Management, who had a near-death experience several years ago. What began as a fun vacation to the beautiful Cayman Islands with his wife and friends ended with him laying in a hospital bed, with a bacterial infection that led to septic shock. He thought it might be the end of his life.

The infection, of course, did not claim his life. But the experience did change him permanently and helped him to live more purposely going forward.

In this episode you will learn:

The details of Brandon’s own near-death experience
What he was feeling and thinking during the ordeal
How he found inner peace in the face of death and fear
How the experience changed his life
The importance of focusing on yourself as much as your clients
The importance of personal and professional communication
And more.

Tune in now to learn how to recognize whether you’re living purposely, with a bigger picture objective in mind, or simply living in the moment.

Resources: Wealth Management | Email | Coronavirus Coverage | Diana Britton’s LinkedIn | Snow Garrett Wealth Management

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