An Interview with Financial Planner Samantha Holowka
Health and wealth are inextricably linked. Getting healthy financially helps you get healthy physically.
Dr. Carmen Mohan shifts focus to financial health in the final episode to Season 5. Chatting with financial advisor Samantha Holowka about the strong link between financial and physical well-being, Dr. Mohan and Ms. Holowka talk us through how important it is to build a strong financial base to achieve our healthiest selves. The building blocks of financial success are like those for any successful career: pour into your career, spend less than you bring in, surround yourself with financial professionals who are dedicated to “playing your game, not somebody else’s,” and take advice from people who are where you want to be. Financial health counts on self-care. So, take care of yourself first so you can do the work necessary to secure your future financial success.
Action Steps:
Focus on your career, if that’s your path, because it’s your home run. Dreams must have actions.
Get your financial house in order. Save. Live below your means. Make sure to have 3-6 months of expenses available just in case.
Enlist a financial planner if it makes sense for you. Make sure it’s a planner and not an investment advisor.
Take time to take care of yourself. Sleep. Eat right. Exercise. Work with a physician to establish a comprehensive health plan.
After 14 years of experience with Northwestern Mutual in various support and leadership roles, Samantha Holowka launched her own advisory practice in 2013. She believes the success of any financial endeavor is adherence to a process that is not based on emotion or today’s headlines but instead on a customized plan for managing risk and investing strategically to achieve financial goals.
Samantha’s core values of integrity, advocacy, trust, and humility guide her team in serving predominantly business owners, physicians, and highly compensated corporate professionals. As a Chartered Life underwriter, she works with clients to create integrated financial plans to help them take the necessary actions to realize their financial freedom.
Samantha’s affiliation with Physicians Nationwide provides a deeper understanding of the unique financial needs of medical professionals and offers ongoing learning to better support physicians at every stage of their career from residency to retirement.
Samantha’s team primarily focuses on retirement planning, business planning, estate planning, executive benefits planning, and creative investment strategies.
Samantha is a member of the National Association of Insurance and Financial Advisors (NAIFA), Physicians Nationwide, Women in Financial Services (WIFS), Exit Planning Exchange (XPX), National Association of Women Business Owners (NAWBO), and Catholic Charities Leadership Class.
Samantha has been married to her husband, Mark, for almost 16 years. They have two children, Brendan (12), and Alayna (10) who keep them very busy with sports. Samantha’s values derive from her Catholic faith, which she attempts to demonstrate in her daily life as a servant leader in her relationship with God, family, friends, and clients.
For more information on Dr. Carmen Mohan and/or HelloHealth’s services or to browse our free downloads, visit hellohealthtoday.com.
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