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Healthy, Wealthy, & Wise Retirement Podcast

Welcome to Healthy, Wealthy, & Wise Retirement Podcast where CERTIFIED FINANCIAL PLANNER™ Loren Sherman shares thoughts on having a healthy mind, body and spirit; an abundance of wealth, inside portfolios and out; and lessons learned from clients and mentors over the years.

Podcast · By Loren Sherman · English · Official site

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  1. Episode · Jul 22, 2026

    Holding Tiny Hands (Ep. 91) (opens the original)

    Episode notes · Positive tone

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    For this episode, I am excited to welcome in a good friend and fellow financial advisor, Damian Beard. While I enjoy discussing financial planning opportunities with Damian and he is an excellent advisor in his own right, this episode is all about Holding Tiny Hands. If you have never heard of Holding Tiny Hands, their mission is to provide emotional and psychological support to parents of preemies and critically ill infants. Serving as Chair and Executive Director here in West Des Moines, Iowa,

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