DiscoverThe Matt Feret ShowThe Balanced Wealth Approach with Author and Financial Advisor, Tom Hine | The Matt Feret Show Podcast | #068
The Balanced Wealth Approach with Author and Financial Advisor, Tom Hine | The Matt Feret Show Podcast | #068

The Balanced Wealth Approach with Author and Financial Advisor, Tom Hine | The Matt Feret Show Podcast | #068

Update: 2024-04-30
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In this episode of The Matt Feret Show I interview Tom Hine, a wealth advisor and author. We discuss the relationship between wealth and wellness, and how taking care of one’s health can impact financial planning. Tom also talks about the need for individuals to find doctors and financial advisors who understand the connection between health and wealth. Finally, we discuss his book The Balanced Wealth Approach: Secrets to Living Long and Living Rich which provides insights and strategies for achieving a balanced and wealthy life. Watch this episode on YouTube.


Introduction to Tom Hine by Matt Feret [1:09 ]

Tom Hine on the Relationship Between Financial and Wellness Investment [8:22 ]

Tom Hine on How to Choose a Doctor [21:00 ]

How to Find a Financial Advisor that Considers Health and Wellness [26:39 ]

Tom Hine on How to Approach Health and Wellness [30:12 ]

Tom Hine’s Advice on Financial Advisement Frequency [34:15 ]

Tom Hine on Recommended Retirement Age [36:54 ]

Tom Hine Debunks the Stigma Around Financial Advisement [41:59 ]

Tom Hine on His Book: The Balanced Wealth Approach [45:56 ]

Concluding Thoughts and Out with Matt Feret and Tom Hine [48:06 ]


Connect with me via the podcast website, LinkedIn, Facebook, and Instagram.

Learn more about Tom Hine's company Capital Wealth Management, LLC, check out his book, and follow him on LinkedIn.

The Matt Feret Show is about thriving in midlife, retirement, and beyond. Each week, Matt shares smart conversations on Medicare, Social Security, retirement planning, health, wealth, wellness, caregiving, and life after 50.

Explore more episodes and sign up for The Matt Feret Newsletter: TheMattFeretShow.com

Need Medicare help? Book a no-obligation consultation: BrickhouseAgency.com

Watch full episodes on YouTube: The Matt Feret Show

Subscribe on Apple, Spotify, or YouTube for more insights on wealth, wisdom, and wellness in retirement.


Hosted on Acast. See acast.com/privacy for more information.

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The Balanced Wealth Approach with Author and Financial Advisor, Tom Hine | The Matt Feret Show Podcast | #068

The Balanced Wealth Approach with Author and Financial Advisor, Tom Hine | The Matt Feret Show Podcast | #068