Michael Kitces
Chief Financial Planning Nerd, Chief Financial Planning Nerd
My guest on today's podcast is thegirlnamed Stevyn, founder of Grow Wellthy, a health and wellness consulting firm that specializes in working with busy – but not always healthy – financial advisors. What's unique about Stevyn is how she combines her family roots in financial advice with her decades-long career in wellbeing and health as a coach to financial advisors, primarily to address what she calls "The Big Swap" – where we start our careers being younger and healthier but with very little income, and then grow to the point that we're financially successful but at the cost of swapping out our health – a trend that Stevyn is trying to reverse given how it impacts not only an advisor's quality of life but, ironically, also their finances but impacting when they have to retire (or not). bit.ly/48fIQ89 #advicers
Jan 2, 2024
Gabrielle, New Jersey
This has been a wonderful experience. Working with Stevyn has been so enriching. She has a WEALTH of knowledge and a very kind demeanor. Going into this I felt that I already had a good amount of info on wellness/health but she just brought me to a whole new level.
Mar 26, 2024
Harris Nydick, CFP®, AIFA® View Harris Nydick, CFP®, AIFA®’s profile
I Fix Broken Retirement Plans® Financial & Retirement Plan Advisor Retirement Plan Industry Speaker
Fantastic podcast! Two professionals at the top of their game! Kudos to Michael Kitces and thegirlnamed Stevyn for their fantastic insights.
Feb 10, 2024
Kevin Jones
Financial Advisor, Church Falls, VA
I’ve lost about 40 lbs & 6 inches around my waist in under 6 months. It has been fun to see my metabolic age drop by 6 years! My follow-up bloodwork was particularly satisfying… all my borderline numbers are now well within healthy range. I’m at my college weight and back in my skinny clothes that have been in storage for many years.
Dec 3, 2023
Miriam Whiteley
Financial Planner, LifeCraft Financial Planning
I recommend Stevyn all the time because her approach works. But's a lot like when you work with your financial planning clients, can you make people successful with their financial plan? No. They've got to do that. It's been incredibly helpful to have a thinking partner who helps me work through the places where I stumble and just have a lot more faith that I'm headed in the right direction.
Dec 3, 2023
Jeff
Financial Advisor, New Jersey
I didn’t realize how much health debt I was in before working with Stevyn. Once I started seeing my health as an asset, I’ve lost almost 50 lbs in under 4 months. I’m under 200 lbs for the first time since I was in school over four decades ago. And I got there faster and easier than I thought I would. My new bloodwork is spot on and my doctor said I can start to wean off my blood pressure medication.
Dec 3, 2023
Ben Haas
Haas Financial Group, Kutztown, PA
Recognize there is NEVER a right time. Take the first step, walk through the door with Stevyn and start learning about how to help yourself. Even if it's baby steps, you'll learn more than you think and can get high return from micro actions.
Dec 3, 2023
Daniel Keever
Evergreen Financial Marketing || Helping FA's become more visible, valuable, and connected Evergreen Financial Marketing || Helping FA's become more visible, valuable, and connected
Having worked with Stevyn as a client, let me say - I’ve hardly ever met someone who is every bit who they say they are. She’s a quiet miracle worker mascarading as a coach. Advisors need to check this out.
Jul 11, 2023
Richard
Financial Advisor, Massachusetts
This integrated health improvement program is based on science, easy to understand, and not too difficult to implement. I understand more fully what it takes to lose body fat, and keep it off. ALL of my blood work has improved, and I'm hopeful again.
Dec 3, 2023
Michael Kitces
Chief Financial Planning Nerd, Chief Financial Planning Nerd
My guest on today's podcast is thegirlnamed Stevyn, founder of Grow Wellthy, a health and wellness consulting firm that specializes in working with busy – but not always healthy – financial advisors. What's unique about Stevyn is how she combines her family roots in financial advice with her decades-long career in wellbeing and health as a coach to financial advisors, primarily to address what she calls "The Big Swap" – where we start our careers being younger and healthier but with very little income, and then grow to the point that we're financially successful but at the cost of swapping out our health – a trend that Stevyn is trying to reverse given how it impacts not only an advisor's quality of life but, ironically, also their finances but impacting when they have to retire (or not). bit.ly/48fIQ89 #advicers
Jan 2, 2024
Gabrielle, New Jersey
This has been a wonderful experience. Working with Stevyn has been so enriching. She has a WEALTH of knowledge and a very kind demeanor. Going into this I felt that I already had a good amount of info on wellness/health but she just brought me to a whole new level.
Mar 26, 2024
Harris Nydick, CFP®, AIFA® View Harris Nydick, CFP®, AIFA®’s profile
I Fix Broken Retirement Plans® Financial & Retirement Plan Advisor Retirement Plan Industry Speaker
Fantastic podcast! Two professionals at the top of their game! Kudos to Michael Kitces and thegirlnamed Stevyn for their fantastic insights.
Feb 10, 2024
Kevin Jones
Financial Advisor, Church Falls, VA
I’ve lost about 40 lbs & 6 inches around my waist in under 6 months. It has been fun to see my metabolic age drop by 6 years! My follow-up bloodwork was particularly satisfying… all my borderline numbers are now well within healthy range. I’m at my college weight and back in my skinny clothes that have been in storage for many years.
Dec 3, 2023
Miriam Whiteley
Financial Planner, LifeCraft Financial Planning
I recommend Stevyn all the time because her approach works. But's a lot like when you work with your financial planning clients, can you make people successful with their financial plan? No. They've got to do that. It's been incredibly helpful to have a thinking partner who helps me work through the places where I stumble and just have a lot more faith that I'm headed in the right direction.
Dec 3, 2023
Jeff
Financial Advisor, New Jersey
I didn’t realize how much health debt I was in before working with Stevyn. Once I started seeing my health as an asset, I’ve lost almost 50 lbs in under 4 months. I’m under 200 lbs for the first time since I was in school over four decades ago. And I got there faster and easier than I thought I would. My new bloodwork is spot on and my doctor said I can start to wean off my blood pressure medication.
Dec 3, 2023
Ben Haas
Haas Financial Group, Kutztown, PA
Recognize there is NEVER a right time. Take the first step, walk through the door with Stevyn and start learning about how to help yourself. Even if it's baby steps, you'll learn more than you think and can get high return from micro actions.
Dec 3, 2023
Daniel Keever
Evergreen Financial Marketing || Helping FA's become more visible, valuable, and connected Evergreen Financial Marketing || Helping FA's become more visible, valuable, and connected
Having worked with Stevyn as a client, let me say - I’ve hardly ever met someone who is every bit who they say they are. She’s a quiet miracle worker mascarading as a coach. Advisors need to check this out.
Jul 11, 2023
Richard
Financial Advisor, Massachusetts
This integrated health improvement program is based on science, easy to understand, and not too difficult to implement. I understand more fully what it takes to lose body fat, and keep it off. ALL of my blood work has improved, and I'm hopeful again.
Dec 3, 2023