The Healthy Advisor: Treating Your Health As an Asset with Stevyn Guinnip

The Healthy Advisor: Treating Your Health As an Asset with Stevyn Guinnip

Stevyn Guinnip has seen secondhand the toll this industry can take on a person’s health and wellbeing; her father, after all, was a financial advisor with Edward Jones for several decades. Advisors, she says, come into this industry and are told they have to hustle for the first five to 10 years and then will …

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The Healthy Advisor: Life As a Quadriplegic with Anthony Zhang

The Healthy Advisor: Life As a Quadriplegic with Anthony Zhang

With several business ideas and capital secured from investors such as Mark Cuban and Mark Burnett, Anthony Zhang had an impressive path towards a bright future. That is, until a terrible accident left him paralyzed from the neck down, changing his life forever.  In this episode, Diana Britton, managing editor of WealthManagement.com, is joined by …

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Transparency With Diana B.: The Glass Ceiling and Financial Independence With Julia Carlson

Transparency With Diana B.: The Glass Ceiling and Financial Independence With Julia Carlson

A Note to Transparency Listeners: In 2022, the podcast is going to be changing its name to “The Healthy Advisor,” to give a clearer idea of what the podcast is about. Transparency with Diana B. was not quite as transparent a title as we thought.  Julia Carlson got married at age 19, and right out …

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Transparency With Diana B.: Coming Back From Failure with Eric Arnold

Transparency With Diana B.: Coming Back From Failure with Eric Arnold

Eric Arnold is no stranger to failure. In fact, he failed out of college, got fired from two companies, failed at nine different startup ventures and lost everything on a bad investment.  In this episode, Diana Britton speaks with Eric Arnold, CEO of Planswell, about how he has learned from those failures and has been …

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Transparency with Diana B.: Empowering Women to Take Control of Their Finances

Transparency with Diana B.: Empowering Women to Take Control of Their Finances

Advisor Robert Schein’s father worked hard his adult life to provide for his family, and just four months into retirement, at the age of 70, he was diagnosed with Stage 4 stomach cancer. After about three years battling the disease, his father ultimately passed, thrusting his mother into having to take over the family finances.  …

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Transparency With Diana B.: Bad Timing and Bearing the Loss of Loved Ones

Transparency With Diana B.: Bad Timing and Bearing the Loss of Loved Ones

Advisor Anne Marie Stonich was just 28 years old when she and her two partners started building their own wealth management firm from scratch. For anyone in the business, that first year can be brutal. But she did it while also caring for her newborn baby, and shuttling to and from the hospital to see …

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Transparency with Diana B.: Life as a Female Latina in Financial Services

Transparency with Diana B.: Life as a Female Latina in Financial Services

Silvia Tergas has been fortunate to pursue her passions and use her differences to her advantage within the financial services industry. Silvia’s father, who escaped from Cuba during the Cuban Revolution, paved the way for her to get educated in the U.S. The values he taught her and the rest of the family led to several opportunities …

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Transparency with Diana B.: Overcoming the Racial Wealth Gap

Transparency with Diana B.: Overcoming the Racial Wealth Gap

Growing up in inner city Baltimore, Denika Tokunaga and her family struggled financially and couldn’t afford many of the luxuries that others had. That racial wealth gap affected many in the Black community, but she was determined to work hard and get educated so that she could get out of the inner city and overcome …

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Transparency with Diana B.: Dealing With the Emotional and Physical Abuse of the Past

Transparency with Diana B.: Dealing With the Emotional and Physical Abuse of the Past

When he was about six or seven years old, Rob Bartenstein’s parents got divorced. The rest of childhood had its ups and downs, with some emotional and, at times, physical abuse caused by the men in his mother’s life. His family also faced financial hardships, especially when his stepfather declared bankruptcy. Living on government cheese, …

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