Month: October 2024

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

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 saw life through a new set of lenses. 

Throughout his battle, he sought to make his journey a communal one. He began writing and sending emails about his experiences and reflections to friends and family, which unexpectedly grew into an audience of 20,000 people. His journey resonated deeply and offered a beacon of hope to many enduring struggles.

In this episode, Managing Editor Diana Britton speaks with Matthew Newman, a wholesaler at Pacific Life and author of “Starting at the Finish Line,” about his journey and the impact it had on his life.

Matt discusses: 

  • What happened leading up to his diagnosis
  • How he received the diagnosis 
  • His treatments
  • Where his strength comes from
  • What became his outlet 
  • The importance of revisiting the journey in daily life
  • What his experience can teach advisors 

Resources: 

Connect With Matthew Newman:

Connect with WealthManagement.com:

If you have a struggle and wish to share your experiences and help others in similar situations, please reach out to Diana at diana.britton@informa.com.

The Healthy Advisor podcast is available on Apple Podcasts, Android, Stitcher, Spotify, and wherever podcasts are found.