Tag: Retirement Planning
The Healthy Advisor: Overcoming Burnout and the Pressures of Leadership With Drew Shockley

The Healthy Advisor: Overcoming Burnout and the Pressures of Leadership With Drew Shockley

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Drew Shockley grew up on a dairy farm in Tennessee. He started working in insurance for $7.50/hour, and by his 30s had built and sold multiple companies—including an eight-figure exit in 2020.

From the outside, it sounds like a dream. But the road to Drew’s success was not a straight path. Along the way, he experienced burnout and struggled with the pressure of leading a much larger team. The personal lessons really stuck with him.

In this episode of the award-winning Healthy Advisor podcast, WealthManagement.com’s Diana Britton is joined by Drew Shockley, co-founder of Move Health, a platform that helps financial advisors forecast pre-retirement health insurance costs. He opens up about the struggles behind the success. He also reflects on building something more intentional this time around and how those lessons resonate with any entrepreneur or financial professional today.

Drew discusses:

  • His unique path from the farm to forming and selling multiple companies
  • The personal struggles with burnout and the pressure of leadership
  • Balancing personal and professional life to find sustainable success
  • His passion for personality assessments and how that has shaped his career
  • How Move Health can help financial advisors forecast health insurance costs 

Resources:

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About Our Guest:

Born and raised in East Tennessee, Drew Shockley moved to Indiana for college and decided to make it home. He began his career in healthcare insurance in 2005 with Anthem Blue Cross Blue Shield, one of the nation’s largest carriers.

Over the course of his 20-year career, Drew has trained thousands of agents in the health and Medicare space and has been a founding member or investor in three successful startups within the healthcare market.

He’s been married for 19 years and is the proud father of two teenage boys. On weekends, you’ll likely find him on the golf course, cheering on the Vols at a sporting event, or spending quality time with his family.

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

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

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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. 

Luckily, Schein and his brother stepped in to help and set her on a positive financial path. But many women aren’t as lucky. The experience inspired Schein to launch The Society of Financially Empowered Women, a non-profit organization dedicated to facilitating a community and forum where independent women may acquire the confidence to take control of their financial lives, in 2011. 

In this episode, Diana Britton, managing editor of WealthManagement.com, speaks to Schein, managing director and partner of Blanke Schein Wealth Management, a Hightower firm, in Palm Desert, Calif. about why he decided to dedicate his life to helping women better understand their personal finances.  

In this episode, you will learn:

  • About his father’s journey to America and the values his father taught him growing up;
  • How his father’s stage four cancer diagnosis changed his life;
  • How Robert helped his mother navigate her finances after his father’s death;
  • Robert’s impression on how Wall Street treats women;
  • What inspired him to create the Society of Financially Empowered Women (Society of the FEW) and the Confidence Summit;
  • About the mission of the Society of the FEW, and how its efforts are expanding

Connect with Robert: 

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About Our Guest

Robert L. Schein, is Managing Director, Partner, and Chief Investment Officer of Hightower/Blanke Schein Wealth Management. With more than 25 years of experience as a financial professional, Robert demonstrates a strong commitment to both his clients and community.

Robert leads the asset allocation, design, and implementation of the investment portfolio review process for Hightower/Blanke Schein Wealth Management. He specializes in developing and supporting investment strategies for high-net-worth individuals and families with complex estates, as well as philanthropic and retirement planning needs.

 

Robert also specializes in the leadership of a community and forum where independent women can acquire the confidence to be leaders in their financial lives. As Founder of The Society of Financially Empowered Women Inc. (www.thesofew.com), he has vowed to empower women with education, support, and community. Recognized for his leadership in this area, Robert has been featured in various publications, such as The Wall Street Journal, CNBC.com, Forbes, Yahoo! Finance, On Wall Street, Investment News, The Desert Sun, and Palm Springs Life. Robert is a national speaker on the topic of financial education for women and was recently asked to speak at the Desert Woman’s Show and P.E.O. International.

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