In this quick-fire episode, David Braithwaite, Money Mentor, shares practical money-saving hacks that can make a real difference in your budget. From swapping to supermarket own brands and making the most of yellow sticker reductions to comparing bills and banking options for better deals, David gives you essential tips to help you save hundreds. Learn how to avoid the direct debit trap, make the most of cashback offers, and even earn money by selling unwanted items. Tune in to discover how small changes can lead to big savings!

Money Hacks in 3 Minutes: Simple Tips to Save Big with David Braithwaite

In this episode, David Braithwaite, Money Mentor, dives into the world of loyalty cards and whether they're really worth the effort. While many people collect loyalty points, David explains how to maximize rewards and avoid falling into the trap of spending just to earn more points. He also shares tips on the psychology behind loyalty cards, how to get the best value from them, and how to spot deals that genuinely save you money. If you're wondering whether your loyalty card is working for you, tune in to find out!

Maximizing Loyalty Cards: Are They Really Worth It? | Money Mentor with David Braithwaite

In this episode, David Braithwaite, Money Mentor, explains how to fill gaps in your state pension records and potentially boost your payments before the crucial April 5th deadline. Learn how your National Insurance contributions work, how to check if you're missing any stamps, and whether it's worth paying to make up the gaps. David also shares important details on how to access your state pension forecast and get help if you're unsure. Don’t miss out! This episode is a must for anyone wanting to secure a better retirement income.

Boost Your State Pension Before April 5th: What You Need to Know | Money Mentor with David Braithwaite

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

In this episode, Kamal Lidder shares smart and simple investment tips for young adults. Learn how to start small, stay consistent, and build a strong financial future. Whether you're saving for a home or planning for retirement, Kamal’s advice will help you make better money decisions early on.

Kamal Lidder Talks Investment Plans for Young Adults

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

Kamal Lidder is a skilled wealth advisor known for his personal touch and financial know-how. He uses his strong finance background to create tailored plans for his clients, covering investments, retirement planning, and tax savings. Kamal is respected for his honesty and dedication, aiming to build lasting relationships while helping clients navigate the world of wealth management for long-term success.

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

New tracks tagged #FinancialAdvice