Investing in Your Greatest Asset: Health, Entrepreneurship & Purpose with John Hernan

What if your greatest investment isn't your portfolio—but your health?

In this episode of Beyond the Balance Sheet, hosts Aaron Carreno and Nathan Plumb welcome John Hernan, owner of Degree Wellness in Middleton, Wisconsin, to discuss why proactive wellness may be the most valuable investment anyone can make.

John shares his remarkable career journey—from spending 25 years helping grow a Wisconsin company into a successful employee-owned business (ESOP) to leaving the corporate world in pursuit of something more meaningful. That search led him to Degree Wellness, where he now helps people improve their health, energy, recovery, and quality of life through personalized wellness therapies.

Together, they explore the parallels between building financial wealth and building lifelong health: both require intentional decisions, consistency, and a long-term mindset.

In this episode:

• John's transition from corporate executive to wellness entrepreneur
• Lessons learned from utilizing a Roll Over Business Startup (ROBS) to start a new business
• Why he chose to invest in the health and wellness industry
• How Degree Wellness is changing the way people approach preventive care
• The connection between physical health, financial success, and overall well-being
• Why investing in yourself may deliver the greatest return of all

Whether you're an entrepreneur, business leader, investor, or simply looking to live a healthier, more fulfilling life, this conversation offers practical insights on creating long-term success—both financially and personally.

Beyond the Balance Sheet is the podcast from Wisconsin Capital Management, where meaningful conversations with business leaders, entrepreneurs, and community innovators explore the principles that create lasting wealth, purpose, and impact.

Wisconsin Capital Management (WCM) is a registered investment adviser. SEC registration does not imply a certain level of skill or training. Investing in securities involves risk, including the potential loss of principal; past performance guarantees no future results. WCM owns the Beyond the Balance Sheet Podcast; all podcast content is intended strictly for educational and informational use and does not constitute formal financial, investment, or legal advice. This material is for informational purposes only and should not be construed as a solicitation or financial, legal, or tax advice. WCM's Form ADV Part 2A contains detailed information regarding operational practices, conflicts of interest, and fee structures, and is available upon request by contacting: wiscap.com, info@wiscap.com, 608-960-4616, or 8020 Excelsior Dr, Suite 402, Madison, WI 53717.