The Healthy Advisor: Beating the Odds and a Fresh Perspective on Life With Robert Steinberg

Sponsored by Allianz Life Insurance Company of North America

A little more than six years ago, Robert started living a healthier lifestyle, working out a lot more, in an effort to lose weight. But one day while working out, he had a widow maker heart attack, which happens when you have a blockage in the biggest artery in your heart. The name of it leaves no question about the severity of it—only 12% of people suffering from this heart attack outside the hospital survive, according to the American Heart Association. Fortunately, he was one of a few to live to tell about the experience. 

In this episode, WealthManagement.com Managing Editor Diana Britton speaks with Robert Steinberg, founder and CEO of Blue Chip Partners, an advisory firm in Farmington Hills, Mich., about how the ordeal has changed his views personally and professionally.

Photo provided by Robert Steinberg

Robert in the hospital after his heart attack.

Robert discusses: 

• What happened the day of his heart attack
• How his experience changed his perspective as a business owner as well as in life
• How it has changed his advice to clients in terms of giving them permission and confidence to live life in a fuller way
• What accelerated his company’s growth after his heart attack
• Succession planning challenges that came up in the wake of the heart attack

Photo provided by Robert Steinberg

Robert Steinberg and his wife, Cynthia

Resources: 

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About Our Guest:

Robert Steinberg is the founder and CEO of Blue Chip Partners, an advisory firm in Farmington Hills, Mich. He began his career specializing in tax preparation and planning at Deloitte and went on to practice as an estate-planning attorney for Honigman, Detroit’s largest law firm. Robert’s unique combination of tax, legal, and investment expertise is extremely valuable in helping clients achieve their financial goals.

Robert graduated with an accounting degree from Michigan State University and is an honors graduate of the University of Michigan Law School. Robert has been a frequent contributor to Michigan Lawyers Weekly on a variety of tax and estate planning issues.

If you have a struggle and wish to share your experiences and help others in similar situations, please reach out to Diana at [email protected]

The Healthy Advisor podcast is available on Apple Podcasts, Android, Stitcher, Spotify and wherever podcasts are found.

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