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044: Taking Action Before It’s Too Late

21m · Healthy Wealth · 17 Jan 15:50

OVERVIEW:

Erik shares stories that have impacted him in his career, whether good or bad. He discusses a time when he was in a situation with a client and could help them but was not able to. 

EPISODE HIGHLIGHTS:

  • The society and environment we live in is very reactive as we do not think ahead and plan long term.
  • Most end up waiting until things happen to us in order to take action and we seem to have only a short term memory when it comes to our health and finances.  
  • Many have not learned from what happened in 2008 because the economy is great but different problems were not solved.    

KEY POINTS:

  1. Erik shares about a client he was looking to help, being a family member of a friend, and how they were looking to help her plan long term; especially being a single mother. There was a lot back and forth along with delays in taking action and unfortunately she passed away from cancer, complicating matters with the family as there was property involved forcing them to go through probate court. 

  2. On the other side, there was a story of another single parent who saw the value of taking action right away by finding the right vehicle for some money from her old 401K and set money aside for her daughter in addition to herself.           

RESOURCES MENTIONED: 

  • Schedule a time to talk with Erik.
  • Find Erik on Instagram, Facebook, LinkedIn and Twitter

The episode 044: Taking Action Before It’s Too Late from the podcast Healthy Wealth has a duration of 21:20. It was first published 17 Jan 15:50. The cover art and the content belong to their respective owners.

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EPISODE HIGHLIGHTS:

  • Erik shares the changes with the show in the coming month such as a name change. His purpose is to provide you with the tools that are going to help you the most which is why some changes to the show are coming. There will be a new name which will be announced soon. 

KEY POINTS:

  1. Erik talks about a story with a day trader and how there are times when people make money when the market is down (called shorting the market) and compares it to craps when betting against everyone but actually with the house.
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RESOURCES MENTIONED: 

  • Schedule a time to talk with Erik.
  • Find Erik on Instagram, Facebook, LinkedIn and Twitter

051: Dr. Lindsey Marvel | Our Vision Reflects What We See or Don’t See

OVERVIEW:

Dr. Lindsey Marvel, optometrist describes getting into the field which was not widely accepted by her family even though she is a doctor. The focus she had growing up was on sports, especially tennis as she was a highly ranked tennis played that led to a collegiate career and school was secondary.

EPISODE HIGHLIGHTS:

  • Being in competitive tennis allowed Lindsey to utilize her skills developed in competing directly against someone else, translated into understanding how to handle nervousness in optometry school when it came to demonstrating her capability to perform eye exams while being tested.
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KEY POINTS:

  1. Lindsey describes different challenges with not having equipment in certain clinics she worked at and the appropriate access to proper care right after graduating from school, especially when it was beyond the scope of her practice. 
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TWEETABLE QUOTES:

  • The visualization part has to be early on...picturing myself doing well. Also going through different scenarios, what if this happens or that happens.” –Lindsey Marvel

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RESOURCES MENTIONED: 

  • Schedule a time to talk with Erik
  • Find Erik on Instagram, Facebook, LinkedIn and Twitter
  • Check out the Seva Foundation
  • Email Dr. Lindsey Marvel
  • Follow @lindsemarvel on Instagram

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EPISODE HIGHLIGHTS:

  • Erik shares a story of a conversation he recently had with an individual who studied finance and daily trades in the market.
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KEY POINTS:

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RESOURCES MENTIONED: 

  • Schedule a time to talk with Erik.
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OVERVIEW:

In this episode of Fitness & Finance, Kristi Lee Cronin, Cardiology Nurse Practitioner shares how she got into the field of nursing and the challenges that came along the way. Her story is inspiring because it shows that persistence pays and we cannot avoid the things that are on our hearts. 

EPISODE HIGHLIGHTS:

  • Kristi has been into sports most of her life and believes that it is important to stay active especially since it is good for our heart.
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KEY POINTS:

  1. Kristi is very resourceful and talks about being able to adjust her lifestyle during nurse practitioner school in order to minimize the amount of student loans she needed during that time and how she was disciplined in paying them off.
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RESOURCES MENTIONED: 

  • Schedule a time to talk with Erik.
  • Find Erik on Instagram, Facebook, LinkedIn and Twitter
  • Visit KristiCronin.com – Book Available Here!
  • Find @kristileecronin on Social Media

 

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OVERVIEW:

Erik talks about the news of Kobe Bryants death and what it means to him and the lessons learned from the tragedy. Unfortunately it takes tragedy to bring people together and appreciate one another as we need to tell people how we feel about them always because we do not know how long we are going to live. 

EPISODE HIGHLIGHTS:

  • Its is important to appreciate and love people because we never know what is going on in each others lives as our time is limited.
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KEY POINTS:

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