Tag: Career Transition
The Healthy Advisor: The Toll of Caregiving with Melissa Caro

The Healthy Advisor: The Toll of Caregiving with Melissa Caro

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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 personality, she struggled significantly during this time. During one doctor’s visit for her mother, a nurse reminded her to take care of herself.

In this episode of The Healthy Advisor, host Diana Britton speaks with Caro, founder of My Retirement Network, a financial education resource for clients and the advisors who serve them, on how she navigated caregiving while managing her career and other responsibilities.

She discusses the emotional complexity of caregiving, the gap in financial literacy for those without advisors, and how her experience shaped her mission to help people understand their finances during life’s most challenging moments.

She discusses:

  • Her journey into financial services
  • The sudden shift from professional routine to full-time caregiving
  • The financial, physical and emotional toll caregiving can have on a person
  • The things that helped her cope and get through the struggling times
  • How financial fear intensifies during illnesses
  • How her caregiving experience shaped the work she does today with My Retirement Network
  • How personal loss can help advisors listen, communicate and frame their role with clients

Resources:

Connect With Melissa Caro:

Connect with Wealth Management:

About Our Guest:

Melissa Caro is a Certified Financial Education Instructor, CFP, and the founder of My Retirement Network, a digital media platform dedicated to promoting financial literacy. With a mission rooted in the belief that knowledge empowers people to create the future they envision, Melissa brings decades of experience in finance and education to her work. She has witnessed firsthand the positive impact that understanding finances can have on people’s lives, far beyond just numbers.

Melissa’s goal is to make financial literacy accessible and meaningful for everyone. My Retirement Network was created to bridge the gap between complex financial concepts and the everyday decisions that shape financial futures. The platform empowers individuals at every stage, whether they’re planning for retirement, starting a career, or teaching their children about money, to understand and take control of their financial well-being. Through education and awareness, Melissa supports people on their journey to building a stronger, more informed financial foundation.

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The Healthy Advisor: An Unconventional Path to a More Sustainable Life with Paula Nangle

The Healthy Advisor: An Unconventional Path to a More Sustainable Life with Paula Nangle

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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 financial lives with clarity and confidence.

 In this episode, Diana Britton speaks with Paula, who’s now president and senior wealth advisor at Marshall Financial, on finding balance, overcoming career transitions, and integrating mindfulness into daily life.

 Paula discusses: 

  • The advice her mother gave her when she was young
  • Her unconventional career path into wealth management
  • Her biggest challenges in making the career switch
  • Valuable lessons from childhood about money and independence 
  • The role yoga and mindfulness play in handling career stress
  • Simple wellness practices advisors can use

 Resources:

 Connect with WealthManagement.com:

 Connect With Paula Nangle:

About Our Guest:

As President of the firm since November 2016, Paula is laser-focused on instilling the values that have guided Marshall Financial for 40+ years. “Running the firm is truly a team approach, with everyone in our management group working together seamlessly and in the same direction,” she says.

 That allows Paula to spend most of her time doing what she loves best: Working with clients as a Senior Wealth Advisor. In fact, the opportunity to build close, impactful relationships played a big role in her transition from a pharmaceutical career to financial planning.

 

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.

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