Life doesn’t always go the way we want them to. That’s why it won’t hurt to be prepared for what is uncertain.

In this episode, we’re talking about health, wealth, and your retirement plan!

I’m joined by Phil Pearlman, the Chief Community Officer at StockTwits, a social media platform designed for sharing ideas between investors, traders, and entrepreneurs.

Retirement planning is something most people normally put off until it’s too late. If you want to spend a quality retired-life in the future, then health and retirement planning should be on your priority list!

In this conversation, Phil and I discuss why it’s important to take note of the health side of things when doing long-term monetary planning. We also talk about regrets, health, family, business, investments, and finding simplicity.

If you want to learn more about retirement planning and health, then listening to this episode is a good start!


>> Why health is not much talked about when talking about monetary long term planning

>> Why health needs to be considered when talking about retirement plan

>> Implementing the health portion of retirement planning

>> Why your health and food choices matter

>> The Socratic method

>> Hedge fund and the cognitive theory of noise

>> How to find simplicity

>> Why you should give yourself a break

>> Important takeaways from Phil


>> Dr. Preston’s Social Media

>> Prime Cuts Newsletter – Phil’s blog

If you loved this episode, you have to listen to these episodes as well:

>> The Importance of Financial LIFE Planning

>> The Importance of Growing Your Personal Equity

>> Education, Financial Stability, Health and Your Well-Being

I’m sure you’re getting tons of value from the podcast! Don’t forget to subscribe on Apple Podcasts, Spotify, Google Podcasts, or on your favorite podcast app and SHARE THIS with a friend.


Let’s Continue the Conversation! Head on over to the Facebook Group and let’s discuss how we can change the complexion of wealth (

Want to chat with a fee-only financial planner? Shoot me an email at Can’t wait to meet you.