Forget the saying “Happy wife, happy life,” financial advisors! In honor of American Heart Month, the new saying is “Happy heart, happy life”!
In honor of the occasion, InvestmentNews spoke with several advisors to find out what they’re doing to promote a healthy lifestyle, not only for them but also for their clients.
When Patrick Kilbane lost his father to cardiac arrest when his father was 69, it was a wake-up call to get a coronary CT calcium scan.
“All of a sudden, I had a family history of coronary artery disease that I was really unaware of,” said Kilbane, partner and wealth advisor at Ullmann Wealth Partners. “My scores from those tests showed that I had some work that I had to do on the preventative side.”
In the past 24 months, Kilbane has lost friends and acquaintances in their 40s and 50s to cardiac arrest. In hopes of educating more people on the subject, he hosted a webinar last year titled, “No health, no wealth: How to take care of your heart.”
Kilbane recommend that advisors and clients should also get a coronary CT calcium scan at their earliest convenience.
He follows a healthy diet: no red meat, no fried foods and no egg yolks. “Foods with high saturated fat, I try to avoid,” he says. “It’s very serious to try to evangelize about heart health.”
Part of the reason Nick Nauta lives a healthy life is because it helps him stay centered and calm.
“When people have a lot of stress, or they’re worried about the market or stuff like that, my goal is to not to take on their stress … so I try to have a sense of calm and help them walk through that,” the certified financial planner at Shotwell Rutter Baer says.
As part of his healthy routine, Nauta says he’s been a vegan for six years. While he started that
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