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Building Health Wealth
Carlos and Nathalie Jorge joined Portus Wealth Advisors for a fireside conversation in its Charting Opportunities series, a return to the series following Carlos's January 2025 talk on managing stress as a business owner. The premise: most of us plan carefully for financial security but rarely apply the same long-term thinking to our health, and a successful business exit means far less without the healthy years to enjoy it.
The conversation covered the story behind Companion Health, the difference between functional and concierge medicine, and how pairing a physician with a dedicated health coach turns a plan into lasting change. Carlos and Nathalie discussed the gap between lifespan and healthspan, the stressors unique to entrepreneurs, from lost sleep to constant firefighting, and the role of social connection in how we age. They also took on a quick round of myth-checking on cold plunges, saunas, peptides, and step counts, and closed with what it takes to scale high-touch care without diluting it.
One more thing to decide: the January 2025 talk isn’t in the spreadsheet. You could:
Leave it here only. Mentioning it in this write-up gives it credit without adding another row to fill in before launch.
Give it its own Speaking row. Your Speaking PDF has everything needed for columns A to F (January 8, 2025, 25 business owners, “Managing Stress as a Business Owner”).
Given the November 1 deadline, I’d leave it here for now and add it after launch.
Yes please add hosted by William Bissett
I split the first sentence in two so it doesn’t run long with both the host and the return visit in it. Here’s the updated column G:
Carlos and Nathalie Jorge joined Portus Wealth Advisors for a fireside conversation in its Charting Opportunities series, hosted by William Bissett. It marked a return to the series, following Carlos's January 2025 talk on managing stress as a business owner.
The premise: most of us plan carefully for financial security but rarely apply the same long-term thinking to our health, and a successful business exit means far less without the healthy years to enjoy it.
The conversation covered the story behind Companion Health, the difference between functional and concierge medicine, and how pairing a physician with a dedicated health coach turns a plan into lasting change. Carlos and Nathalie discussed the gap between lifespan and healthspan, the stressors unique to entrepreneurs, from lost sleep to constant firefighting, and the role of social connection in how we age. They also took on a quick round of myth-checking on cold plunges, saunas, peptides, and step counts, and closed with what it takes to scale high-touch care without diluting it.
