What happens when professional achievement outpaces personal well-being? Dr. Preston Cherry, founder of Concurrent Financial Planning, seemed to have it all—a thriving career and a secure six-figure salary in his late 20s. But beneath the surface, he was stuck in a seven-year fog, struggling to align his personal life with his financial success.

In this episode, Diana Britton, executive editor at WealthManagement.com, sits down with Dr. Cherry as he opens up about his challenges—bankruptcy, self-medicating behaviors and racial microaggressions—all while searching for balance, healing and true fulfillment.

He discusses: 
 
- The realization of his “seven years of fog”
- The concept of life and money misalignment
- Thoughts on money buying happiness
- How his experiences inspired his new book “Wealth in the Key of Life”
- What his journey has taught him about having empathy and compassion for clients

Resources: 

Listen to other inspiring episodes of The Healthy Advisor: https://www.wealthmanagement.com/featured-series/transparency 
 
Connect With Dr. Preston Cherry:

LinkedIn: Dr. Preston Cherry: https://www.linkedin.com/in/drprestoncherry/ 
Website: Dr. Preston Cherry: https://www.drprestoncherry.com 
Website: Concurrent Financial Planning: https://www.concurrentfp.com 
Facebook: Concurrent Financial Planning: https://www.facebook.com/concurrentfp 
X: @DrPrestonCherry: https://x.com/DrPrestonCherry 
YouTube: Life Money Balance®: https://www.youtube.com/channel/UCe7Ugqr6zgJMEfPXQ5_L-kQ 
 
Connect With WealthManagement.com:

https://www.wealthmanagement.com/ 
Email: diana.britton@informa.com
LinkedIn: Diana Britton: https://www.linkedin.com/in/diana-britton-8826b53/ 
LinkedIn: Informa: https://www.linkedin.com/company/informa/ 
LinkedIn: WealthManagement: https://bit.ly/WealthManagementLI

The Healthy Advisor: Getting Past the Seven-Year Fog with Dr. Preston Cherry

When Stacie Calder first joined the financial services industry, she pounded the pavement and quickly climbed the corporate ladder. But her rise came with a cost. 

In this episode, she opens up about the persona she adopted to fit a traditional mold of leadership, one that silenced her authentic voice in favor of external approval.

A turning point came when a close friend called out her lack of vulnerability, sparking a profound shift in how she showed up, not just as a leader, but as a person. That insight became a catalyst for embracing authenticity, building deeper connections, and redefining success on her terms.
In this episode, WealthManagement.com Executive Editor Diana Britton speaks with Stacie Calder, executive vice president of North American distribution and marketing at Conquest Planning, about her personal and professional evolution. The episode highlights the power of daily habits, intentional goal-setting, and community support in navigating adversity.

Stacie discusses: 

- Her passion for fitness and nutrition, and how it shaped her early life and career
- The pressures faced as a woman in financial services and the challenge of proving herself
- The turbulent times of restructuring at Manulife and her eventual departure
- Her personal experience of going through a divorce and how it altered her perspective
- The healthy coping mechanisms that kept her grounded during challenging life transitions
- The power of embracing vulnerability and authenticity at work

Resources: 

Listen to other inspiring episodes of The Healthy Advisor: https://www.wealthmanagement.com/featured-series/transparency 

Connect With WealthManagement.com:

https://www.wealthmanagement.com/ 
Email: diana.britton@informa.com
LinkedIn: Diana Britton: https://www.linkedin.com/in/diana-britton-8826b53/ 
LinkedIn: Informa: https://www.linkedin.com/company/informa/ 
LinkedIn: WealthManagement: https://bit.ly/WealthManagementLI 

Connect With Stacie Calder:

LinkedIn: Stacie Calder: https://www.linkedin.com/in/stacie-calder-mba-b5571618/?originalSubdomain=ca 
Conquest Planning: https://conquestplanning.com/en-ca/home 

About Our Guest:

Stacie Calder is dedicated to creating meaningful connections and inspiring boldness in those around her every day. She is passionate about eliminating obstacles, driving efficiency, and serving her colleagues and clients with purpose. Drawn to frictionless experiences and motivated by gritty, resilient individuals, Stacie brings energy and intention to everything she does.


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.


The Healthy Advisor: How Vulnerability Transforms Leadership with Stacie Calder

When natural disasters hit, your life can turn upside down. Beth Bosworth experienced this firsthand when Hurricane Helene hit her town of Asheville, N.C. on Sept. 27, 2024. The hurricane caused severe damage to the city, including fallen trees, destroyed power lines, and flooded roads. Her neighborhood is still feeling the effects of that storm several months later.
 
In this episode, Diana Britton, WealthManagement.com executive editor, speaks with Bosworth, head of financial planning and wealth advisor at Perigon Wealth Management, who shares how she and her community banded together under immense pressure to restore normalcy after the storm’s devastation. She did all this while continuing to serve clients and run an advisory practice. 
 
Beth discusses: 

- The unexpected impact of Hurricane Helene and how it reshaped entire communities 
- Being prepared for natural disasters
- The emotional rollercoaster of being cut off from communication in a world reliant on connectivity 
- Finding strength in community solidarity amid nature’s chaos 
- What the ordeal taught her about her own resiliency and strength

Resources:

Listen to The Healthy Advisor on WealthManagement.com: https://bit.ly/44iVJQ1 
Subscribe and listen to The Healthy Advisor on Apple Podcasts: https://bit.ly/43aseim 
Subscribe and listen to The Healthy Advisor on Spotify: https://bit.ly/3EJ6914 

Connect With WealthManagement.com:

https://www.wealthmanagement.com/ 
Email: diana.britton@informa.com
LinkedIn: Diana Britton: https://www.linkedin.com/in/diana-britton-8826b53/ 
LinkedIn: Informa: https://www.linkedin.com/company/informa/ 
LinkedIn: WealthManagement: https://bit.ly/WealthManagementLI 

Connect With Beth Bosworth:

Perigon Wealth: https://www.perigonwealth.com/ 
LinkedIn: Beth Bosworth: https://www.linkedin.com/in/beth-bosworth-cfp%C2%AE-4962426/ 
LinkedIn: Perigon Wealth: https://www.linkedin.com/company/perigonwealth/ 
Email: beth@perigonwealth.com 

About Our Guest:

Beth is a Wealth Advisor with Perigon and oversees the firm’s financial planning operations. Her passion is to help clients manage the risks associated with accumulating and preserving wealth. Her favorite part about her career is that she has the privilege of living life alongside her clients. She is an avid advocate of the independent wealth management space and values protecting her fee-only practice.

Beth is a CFP® professional and holds a BA from the University of Georgia. She helps manage the Atlanta office and resides in midtown with her wife and two sons. She is an avid tennis player, enjoys golf, and spends the weekends hiking with her family and two dogs in the North Georgia Mountains. Beth is also passionate about dedicating her time to worthy causes, and currently serves as the Treasurer of USTA (United States Tennis Association) Georgia and on multiple Finance Committees for the Atlanta Ronald McDonald House Charities.

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: Riding Out the Storm with Beth Bosworth

Join hosts Jim Donnelly, a retired police lieutenant, and Kevin McGarry from Valley Financial Group, as they break down today’s most pressing financial topics. The conversation covers inflation trends, shifts in the housing market, and the potential impact of tariffs on everyday expenses. Jim and Kevin offer practical advice on portfolio diversification, using relatable examples—like the resilience of the "Rocky" movies—to illustrate how markets can bounce back. Their friendly, professional approach ensures you’ll gain useful insights tailored to law enforcement professionals, helping you stay informed and financially prepared in a changing economy.

To contact Lt. Jim Donnelly: jim@valleyfinancial.com
To contact Kevin McGarry: kevin@valleyfinancial.com
For a free financial assessment, or for more information visit valleyfinancial.com

Episode 39 - Understanding Inflation, Housing Trends, and Tariffs

In the latest Focus on the Future podcast episode, industry veteran Suzanne Siracuse chats with Tom Orecchio, CEO of Modera Wealth Management, about the evolving dynamics and secrets to building a successful financial advisory firm. Tom brings in his wealth of experience, sharing stories from his inspiring journey into financial planning and revealing why he continues to foster long-term client relationships. They discuss the vital role that technology is playing in the advisor/client relationship, strategies for organic growth, and the magic behind nurturing client relationships beyond investments.

Key points:

- The significance of personal connection in client relationships and the integration of digital advisory tools 
- Modera’s tactical approach to client acquisition, incorporating traditional referrals, digital marketing, and centers of influence
- The role of technology in enhancing estate planning and the essentials of client preparation
- How Modera differentiates itself through fee-only fiduciary services and ownership plans for team members 
- The industry’s future disruptions and how AI provides opportunities for more personal advisory roles 

Resources:

Listen to Focused on the Future on WealthManagement.com: https://bit.ly/4m0yHnC 
Subscribe and listen to Focused on the Future on Apple Podcasts: https://bit.ly/3EJ5MUe 
Subscribe and listen to Focused on the Future on Spotify: https://bit.ly/44jXhJI 
The Net Positive Consortium in Wealth Management: http://netpositivewealth.com 

Connect With Suzanne Siracuse:
 
LinkedIn: Suzanne Siracuse: https://bit.ly/4e8Zyt0 
Twitter: Suzanne Siracuse: https://x.com/suzsiracuse 
Email: Suzanne@suzannesiracuse.com

Connect With Tom Orecchio:

Modera Wealth Management: https://moderawealth.com/ 
LinkedIn: Modera Wealth Management: https://www.linkedin.com/company/modera-wealth-management/ 
LinkedIn: Tom Orecchio: https://www.linkedin.com/in/tom-orecchio-cfa-cfp-5968b44/ 
Email: tomo@moderawealth.com 

About Our Tom Orecchio:

With over 25 years of experience in wealth management, Tom has always believed that the best way to serve clients and provide objective advice is through the independent, fee-only approach. During that time, he has had the privilege of serving individuals, families, nonprofit organizations, foundations, trusts, and others in all areas of their investment and wealth management needs.

Creating a Client-Centric Wealth Management Firm with Tom Orecchio

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:

Listen to The Healthy Advisor on WealthManagement.com: https://bit.ly/44iVJQ1 
Subscribe and listen to The Healthy Advisor on Apple Podcasts: https://bit.ly/43aseim 
Subscribe and listen to The Healthy Advisor on Spotify: https://bit.ly/3EJ6914 

Connect With WealthManagement.com:

https://www.wealthmanagement.com/ 
Email: diana.britton@informa.com
LinkedIn: Diana Britton: https://www.linkedin.com/in/diana-britton-8826b53/ 
LinkedIn: Informa: https://www.linkedin.com/company/informa/ 
LinkedIn: WealthManagement: https://bit.ly/WealthManagementLI 

Connect With Drew Shockley:

Move Health: https://movehealth.io/ 
LinkedIn: Drew Shockley: https://www.linkedin.com/in/drewshockley/ 
LinkedIn: Move Health: https://www.linkedin.com/company/move-health-partners/ 
Email: drew@movehealth.io 

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.

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

The summer after his freshman year in high school, John Connell went on the Texas Giant rollercoaster in Arlington, Texas, the tallest wooden rollercoaster in the U.S. at that time. John ended up in the hospital, with injuries the doctors weren’t sure he’d recover from. That became an “origination point,” a wake-up call that forever changed the trajectory of his life.
 
In this episode of The Healthy Advisor podcast, WealthManagement.com Executive Editor Diana Britton talks with John Connell, co-founder and CEO of Focal, about the life-changing experience. It shaped his perspective, inspired his relentless curiosity, and ultimately led to the creation of Focal, an artificial intelligence meeting management solution for financial advisors.
 
John opens up about the accident that nearly claimed his life as a teenager, how it fueled a lifelong commitment to impact, and why he believes hardship is a hidden teacher. He also shares how his global travels, time at Microsoft and passion for scaling meaningful change converged to create a company that helps advisors spend more time with clients and less on paperwork.

John discusses:

- His childhood and early experiences that shaped him
- His near-death experience and its long-lasting impact on his worldview
- Lessons from global travel and embracing different cultures
- The role of technology in driving societal change
- How Focal is helping advisors reclaim their time and serve more clients

Resources:

Listen to The Healthy Advisor on WealthManagement.com: https://bit.ly/44iVJQ1 
Subscribe and listen to The Healthy Advisor on Apple Podcasts: https://bit.ly/43aseim 
Subscribe and listen to The Healthy Advisor on Spotify: https://bit.ly/3EJ6914 
The WealthStack Podcast: How Agentic AI is Revolutionizing Wealth Management with John Connell: https://bit.ly/450hfcJ 

Connect With WealthManagement.com:

https://www.wealthmanagement.com/ 
Email: diana.britton@informa.com
LinkedIn: Diana Britton: https://www.linkedin.com/in/diana-britton-8826b53/ 
LinkedIn: Informa: https://www.linkedin.com/company/informa/ 
LinkedIn: WealthManagement: https://bit.ly/WealthManagementLI 

Connect With John Connell:

info@meetwithfocal.com 
Focal Website: https://meetwithfocal.com/ 
LinkedIn: John L. Connell:
https://www.linkedin.com/in/john-l-connell-79a57424/ 
LinkedIn: Focal | Secure Advisor AI:
https://www.linkedin.com/company/meetwithfocal/ 

About Our Guest:
 
John leads Focal as CEO, an AI note-taking platform and automation services provider. Focal goes beyond AI note-taking by helping firms automate KYC, onboarding, planning, and more. We are trusted by executives across Ritholtz, Fidelity, Vanguard, KPMG, and more as the industry's most secure note-taker and automation provider, helping advisors save 8 hours a week and scale serviceable clients by 30%.

John started his career at Microsoft, where he managed a $1B P&L for Office 365 and contributed strategically to Microsoft's landmark acquisition of LinkedIn. After relocating to San Francisco, he joined a video conferencing startup that was acquired by Dialpad. He then leveraged his expertise in enterprise SaaS and AI/ML to invest at a $5B AUM venture capital fund, later scaling an AI/compliance startup from its early stages as the first business hire to securing $36M in funding within three years.

John graduated from the University of Texas, combining studies in Finance and Management Information Systems with foundational experiences in wealth management at Merrill Lynch and equity trading at Jefferies in New York.
 
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: How a Near-Death Experience Became an ‘Origination Point’ With John Connell

Lisa Erickson spent 37 years in financial services, ultimately leading the Public Markets Due Diligence team at U.S. Bank, which manages over $500 billion in client assets. In addition to her business acumen, she was best known for her selflessness, positivity and character.
 
But earlier this year, Lisa chose to retire early after being diagnosed with Parkinson’s disease, a movement disorder of the nervous system. She now enters a new phase of her life, having to deal with this illness.
 
That wasn’t the first personal hardship she’s faced. In 2020, she lost her husband, Chris, to a sudden and aggressive illness.
 
In this episode, WealthManagement.com Executive Editor Diana Britton is joined by Lisa Erickson, retired head of the Public Markets Due Diligence team in U.S. Bank’s Wealth Management’s Asset Management Group, who opens up about these personal struggles. These past few years have tested her strength in unimaginable ways, but they’ve also revealed lessons about grief, faith and finding purpose in the face of adversity.

Lisa discusses:

- Her path into financial services and leadership at U.S. Bank
- Losing her husband and the grieving process
- Life adjustments after his passing
- Receiving her Parkinson’s diagnosis and deciding to retire
- Coping strategies rooted in faith, gratitude and community
- The role financial advisors play in helping clients prepare for the unexpected

Resources:

Listen to The Healthy Advisor on WealthManagement.com: https://bit.ly/44iVJQ1 
Subscribe and listen to The Healthy Advisor on Apple Podcasts: https://bit.ly/43aseim 
Subscribe and listen to The Healthy Advisor on Spotify: https://bit.ly/3EJ6914 

Connect With WealthManagement.com:

https://www.wealthmanagement.com/ 
Email: diana.britton@informa.com
LinkedIn: Diana Britton: https://www.linkedin.com/in/diana-britton-8826b53/ 
LinkedIn: Informa: https://www.linkedin.com/company/informa/ 
LinkedIn: WealthManagement: https://bit.ly/WealthManagementLI 

Connect With Lisa Erickson:

LinkedIn: Lisa Erickson: https://www.linkedin.com/in/lykopp/ 

About Our Guest:

Lisa Erickson is a seasoned financial professional who recently retired as Head of the Public Markets Due Diligence Team at U.S. Bank’s Wealth Management group, where she helped manage over $500 billion in assets. Beyond her successful career, she’s faced profound personal challenges, including the sudden loss of her husband and her own Parkinson’s diagnosis. Through it all, Lisa remains committed to living with gratitude, faith, and resilience, inspiring others with her courage and openness.

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: A Parkinson’s Diagnosis Prompts an Early Retirement With Lisa Erickson

Ryan Marcus has a passion for helping the wealth management industry better serve the neurodivergent community. He argues that the industry is not serving them in an intentional way.
 
Neurodivergence refers to divergence in mental or neurological function from what is considered typical or normal. It’s frequently used with reference to autistic spectrum disorders.
 
The issue is personal to Ryan, whose nephew, Nicholas, is on the spectrum. That experience revealed how unprepared the wealth management industry is to serve this growing community, even as trillions in wealth shift to younger generations.
 
In this episode of The Healthy Advisor podcast, WealthManagement.com Executive Editor Diana Britton speaks with Ryan Marcus, chief business development and engagement officer at Binah Capital, about what he’s learned from his nephew, why authenticity matters, and how advisors can embrace practical, human changes that make a big impact.
 
Ryan discusses:

- His personal connection with his nephew and the lessons he’s learned about authenticity
- The financial obstacles neurodivergent clients face, from sensory overload to complex communication  
- Small office and meeting adjustments that remove barriers and improve comfort
- The gap in how the financial services industry serves the neurodivergent community
- The opportunity advisors have to better serve individuals on the spectrum
- How financial literacy and wealth management both play critical roles in long-term well-being

Resources:

Listen to The Healthy Advisor on WealthManagement.com: https://bit.ly/44iVJQ1 
Subscribe and listen to The Healthy Advisor on Apple Podcasts: https://bit.ly/43aseim 
Subscribe and listen to The Healthy Advisor on Spotify: https://bit.ly/3EJ6914 

Connect with WealthManagement.com:

https://www.wealthmanagement.com/ 
Email: diana.britton@informa.com
LinkedIn: Diana Britton: https://www.linkedin.com/in/diana-britton-8826b53/ 
LinkedIn: Informa: https://www.linkedin.com/company/informa/ 
LinkedIn: WealthManagement: https://bit.ly/WealthManagementLI 

Connect with Ryan Marcus:

LinkedIn: Ryan Marcus - https://www.linkedin.com/in/ryanmarcus 
Website: Binah Capital - https://www.binahcap.com/ 
Email: Ryan.Marcus@Binahcap.com  

About Our Guest:

A recognized connector in the wealth management industry, Ryan Marcus has over two decades of experience leading strategy and client engagement across respected firms such as United Capital, RBC Advisor Services, and MarketCounsel Consulting. He has driven growth by aligning people, ideas, and opportunities, with a focus on enhancing client experience and deepening relationships. Known for building trust and offering strategic insight, Ryan has shared his perspective through industry panels and publications. His work continues to shape how firms think about client service, business development, and scalable infrastructure in an evolving regulatory and competitive landscape.

The Healthy Advisor: A Heart for Serving the Neurodivergent with Ryan Marcus

This Thanksgiving, we’re serving up more than turkey and stuffing — we’re dishing out a full plate of retirement planning tips! Pat will help you build your “Retirement Thanksgiving Plate,” where every dish represents a key ingredient for working towards a successful retirement. Let’s dig in!

Retirement Thanksgiving Plate

A finance podcast for cops, by cops. Based in Flourtown, PA. Hosted by Retired Lt. Jim Donnelly with co-host Kevin McGarry. Sponsored by Valley Financial Group.   Episodes are filled with tips and advice for maximizing your income to grow into wealth.  Listen for finance advice tailored to law enforcement employees who want to look forward to a comfortable retirement.  For a free financial assessment, or for more information visit valleyfinancial.com

Patrick A. Strubbe, ChFC, CLU, RFC is the founder and managing partner of Preservation Specialists, LLC. He has been helping clients with their financial futures since 1997. Pat has been featured as a retirement expert in USA Today, Investors Business Daily, Fortune.com, and Entrepreneur.com, and on WIS-NBC TV News with Dawndy Mercer Plank.

Pat is also the author of the Amazon.com best-selling books, “Save Your Retirement!” and "The Retirement Secret," Pat’s down-to-earth humor and expertise shine through his Super Retirement Planner’s character. His books help many people understand the serious challenges faced by those nearing or in their retirement years.


To learn more about us, visit us at scpreservation.com

New tracks tagged #FinancialAdvice