HeyJaredHealthy Advisor
Healthy Advisor is a podcast from WealthManagement.com focused on advisors’ personal wellbeing and healing. In this podcast we explore some of the deepest struggles and hardships that many advisors face and bring these issues out into the open so that others may find healing.
- Indexed episodes, last 90 days
- 3
- Latest publication
- Sep 8, 2026
- Audience
- Checking…
- Earliest in this view
- Aug 19, 2026
Latest episodes
The Healthy Advisor: What Truly Shapes Advisor Wellbeing with Michael Kitces (opens the original)
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Michael Kitces has spent years studying what drives satisfaction among financial advisors, going beyond firm performance metrics to focus on personal wellbeing and career fulfillment. His latest research, the 2025 Advisor Wellbeing Study, reveals how advisor happiness has shifted in recent years and what factors are shaping those changes. Drawing from responses across the industry, the study highlights both encouraging trends and emerging concerns. One of the most notable findings is that overal
The Healthy Advisor: What’s Driving Advisor Wellbeing with Michael Kitces (opens the original)
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Michael Kitces has spent years studying what drives satisfaction among financial advisors, going beyond firm performance metrics to focus on personal wellbeing and career fulfillment. His latest research, the 2025 Advisor Wellbeing Study, reveals how advisor happiness has shifted in recent years and what factors are shaping those changes. Drawing from responses across the industry, the study highlights both encouraging trends and emerging concerns. One of the most notable findings is that overal
The Healthy Advisor: Living Authentically After Transitioning with Max Kulyk (opens the original)
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Growing up in a small Pennsylvania town, Max Kulyk knew from an early age that the identity others saw didn’t fully match how he understood himself. Over the course of several decades, he built a career in financial services, raised a family, pursued theology and founded Chicory Wealth, all while continuing to explore questions of purpose, identity and authenticity. After years of reflection and personal growth, Max made the decision to begin his gender transition at the age of 64. That experien
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