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Each of us must look after our own health and wellness, especially since no one else will do it for us, as motivational speaker Mel Robbins explained in this helpful video explaining her “It’s up to you” philosophy.

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take the Balanced Wealth Assessment and Find out what your Balanced Wealth Scorecard™ tells you.

The Balanced Wealth Scorecard™ helps clients evaluate their financial and health status and identify areas where they may need support or guidance. Your financial advisor can be your accountability partner for how you are doing on these metrics, and the scoring will help you determine when it’s time to make an appointment with a doctor, nutritionist, or financial planner.

Ethical will

An ethical will is a nonlegal document in which you state your values and clarify the legacy you wish to leave your family regarding how to live honorably and enjoy life to the fullest. It can include family history, stories, and ideas for how the writer wants to be remembered; its tone is usually spiritual, and you can advocate thoughts and actions that you feel are crucial to your loved ones’ future health.

Media Appearances

The Balanced Wealth Approach with Author and Financial Advisor, Tom Hine
April 30, 2024

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.

How to Live a Longer and Richer Life With Tom Hine
Dec 7, 2023

In this episode, Jeremy Keil speaks with Tom Hine, CFP®, CFS®, MBA about his balanced wealth approach to living a longer and richer life. Tom’s unique approach to retirement planning goes beyond financial considerations to include health, spirituality, and mental well-being. He emphasizes the importance of being proactive about one’s health and wellness, and being the CEO of your own health.

Tom Hine & The Balanced Wealth Approach:
Secrets To Living Long And Living Rich
Dec 5, 2023

In this episode, Tom, a CERTIFIED FINANCIAL PLANNER™, author, and founder and CEO of Capital Wealth Management, shares with me how there should be comparable focus on both wealth and health when it comes to our futures even in his field of wealth management.

Does Wealth = Wellness (2/2) | Money Supports Happy
Sep 9, 2023

In this riveting episode, Danny engages in a deep dive with the visionary Tom Hine, the acclaimed author of “The Balanced Wealth Approach: Secrets to Living Long and Living Rich.” At the crossroads of finance and well-being, Tom presents a game-changing perspective that amalgamates health, wellness, and financial planning. But it’s his groundbreaking philosophy that real financial prosperity isn’t merely about wealth accumulation, but also about embracing good health, that makes his approach genuinely transformative. Tune in as we unravel the secrets to a well-balanced, rich life, both in wealth and health.

Does Wealth = Wellness (1/2) | Money Supports Happy
Aug 14, 2023

The Balanced Wealth Approach with Tom Hine and Kris Miller
Aug 14, 2023

In this riveting episode, Danny engages in a deep dive with the visionary Tom Hine, the acclaimed author of “The Balanced Wealth Approach: Secrets to Living Long and Living Rich.” At the crossroads of finance and well-being, Tom presents a game-changing perspective that amalgamates health, wellness, and financial planning. But it’s his groundbreaking philosophy that real financial prosperity isn’t merely about wealth accumulation, but also about embracing good health, that makes his approach genuinely transformative. Tune in as we unravel the secrets to a well-balanced, rich life, both in wealth and health.

The Balanced Wealth Approach – ABC 7 in Naples, FL
June 21, 2023

What good is a seven-figure portfolio if you’re six feet under? Why work forty years for a retirement that lasts only ten?

Between recessions, inflation, market fluctuations, and the advancing ages of the Boomers and Gen X, many Americans are concerned about their retirement savings and wealth management for their children and grandchildren. How much will I need to save? What investment vehicles are best? What will my income be after I stop working? Is it too late to start building generational wealth?

Make wellness your number one investment – WFSB 3
May 24, 2023

Wealth Manager Tom Hine and author of “The Balanced Wealth Approach” talks about how you can tie financial wealth to overall well-being.

All Things Considered | WLPR-FM, Lakeshore Public Radio
May 12, 2023

According to the new book The Balanced Wealth Approach, The Secrets To Living Long and Living Rich, clarifying one’s values, committing to physical, mental, spiritual, and financial wellness practices such as preventative medicine, nutrition, meditation, yoga, martial arts, and spending time with family and friends, along with having a solid financial plan. Lakeshore Public Media’s Dee Dotson speaks to author Thomas Hine, CFP, MBA about his personal finance and wellness approach.

Thank You Tom Hine | Heartworks Website
May 5, 2023

Connected TV with Conn Patrick Jackson
May 2023

Secrets to Living Long and Living Rich

The Doug Wagner Show
May 2023

Author Thomas J. Hine talks with Charles about his new book
Apr 30, 2023

Tom Hine is the founder of Capital Wealth Management in Connecticut with over thirty years of experience in the financial services industry. He is a chairman-level advisor (top 4 percent) at Commonwealth Financial Network, the country’s largest privately held broker/dealer, which has approximately $273 billion in assets under management. Tom’s wealth management journey started after receiving his MBA from the University of Connecticut in 1986.

Secrets to living long and living rich
Apr 28, 2023

Personal finance and wellness are both hot topics. Author, Tom Hine discusses his new book, The Balanced Wealth Approach, which covers both.

Top wealth manager reveals secrets to prosperous life | KOIN 6
April 26, 2023

Top wealth manager Tome Hine joined Everyday Northwest to discuss his book “The Balanced Wealth Approach: Secrets to Living Long and Living Rich.”

KNWA FOX24
April 25, 2023

New book combines health & wealth in innovative approach

KNWA FOX10 NEWS
April 25, 2023

Tom Hine, Author of “The Balanced Wealth Approach”

How to live to enjoy your retirement nest egg with Thomas Hine
April 25, 2023

Most of us work and save our whole lives to have a comfortable retirement. In his book, The Balanced Wealth Approach, Thomas Hine teaches us how to have the health and fitness to truly enjoy that retirement. On episode 587 of the 40+ Fitness Podcast, we discuss how to put your health plan together. You can find the full show notes for this episode at 40plusfitnesspodcast.com/587.

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Tom Hine on WICC
Apr 5, 2022

Tom Hine of Capital Wealth Management called in to talk about how to work with your money

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I started Fountain Life and wrote the book Life Force to bring longevity to the world. Tom Hine is furthering this important work with his terrific new book The Balanced Wealth Approach. Tom shows you how to mind your health as well as your wealth. Cutting edge and a must-read.

Infused with personal insights and tried-and-true actionable steps to secure adding not only years to life but also life to your years as you build wealth, The Balanced Wealth Approach is sure to profoundly impact readers and their families for generations to come. Tom Hine has helped to remarkably redefine generational health and wealth with practical and powerful tools that are rarely communicated from the financial services, wealth management, and estate planning industry.

Tom has raised awareness of the critical issues in health and wellness that are often ignored. He brings an innovative and actionable approach to achieving our best health in longevity. Tom brings forth critical steps and solutions to those who recognize that ‘diversification in health is as important as diversification in wealth.

A veritable how-to guide about health and wealth from a true sensei. Using illustrative anecdotes to reinforce his points, Tom Hine proves to be a modern-day Thomas Paine. This is Common Sense for the 2020s.

Excellent! The Balanced Wealth Approach is an enjoyable read, required for everyone working in finance and for any business school students desperate to land a professional position demanding 70+ hours a week.