Shows
Health and Wealth Podcast with Carter & TimRetirement Impact Blueprint Creator - Anson McDanielIn this Health and Wealth Podcast episode, hosts Carter Wilcoxson and Dr. Ben welcome Anson McDaniel, who shares his extensive journey in the financial services industry. Anson discusses the importance of mentorship, the influence of his family, and his commitment to helping others. The conversation delves into Anson's current work, including the Retirement Impact Blueprint, which focuses on tax mitigation strategies for high-net-worth individuals. Anson also highlights his philanthropic efforts to combat human trafficking and the importance of having a purpose beyond financial gain. In this episode, Carter discusses the importance of passing on values rather than just valuables...
2024-11-141h 04
Health and Wealth Podcast with Carter & TimThe Role of Education in Financial Services with Geoffrey WallaceIn this episode of the Health and Wealth Podcast, host Carter Wilcoxson and co-host Dr. Ben engage with Geoffrey Wallace from Mutual of Omaha Mortgage. They explore Geoffrey's journey into financial services, the impact of personal experiences on career choices, and the importance of education in financial planning. The conversation also delves into the challenges faced in the mortgage industry, the role of reverse mortgages in retirement planning, and the intersection of health and wealth, particularly concerning end-of-life care. Additionally, they discuss the effects of technology on mental health and the benefits of staying active through sports like pickleball.
2024-10-101h 04
Health and Wealth Podcast with Carter & TimMeet Dr. Ben: Our New Interim Co-HostIn this conversation, Carter Wilcoxson introduces Dr. Ben Shamoiel as the interim co-host of the Health and Wealth Podcast. Dr. Ben is a board-certified chiropractor with over 26 years of experience. He shares his journey of becoming a chiropractor and his passion for restoring health and wellness naturally. They discuss the importance of addressing the root cause of health issues and creating a holistic environment for healing. Dr. Ben also talks about his personal life, including his wife and two children, who have been raised with a natural and chiropractic mindset.Story Notes:
2024-09-1130 min
Health and Wealth Podcast with Carter & TimThe Benefits of Tax-Free Municipal Bonds with Chris MurrayIn this conversation, hosts Tim and Carter welcome guest Chris Murray. They discuss various topics including golf, personal experiences, and the financial services industry. Chris Murray, shares his journey from being a stay-at-home dad to becoming a financial advisor. He emphasizes the importance of building trust and relationships with clients and educating them about their investments. The conversation also touches on the demographics of Chris's clientele and the benefits of tax-free municipal bonds. Chris Murray discusses the challenges and opportunities presented by COVID-19 in his financial advising business. He explains that while some clients moved out of state, he...
2024-08-2351 min
Health and Wealth Podcast with Carter & TimEmpowering Minds, Transforming Finances with Paul LimIn this episode of the Health and Wealth podcast, hosts Carter and Tim welcome Paul Lim, a financial advisor and Advisory Board Member of the San Diego Financial Literacy Center (SDFLC). The hosts discuss Paul's journey into financial advising and his passion for simplifying complex financial concepts. Paul emphasizes the importance of visual explanations in teaching and shares insights on tax deductions using a metaphor of peeling dollars off the top of a pile. The conversation delves into the challenges of the Great Recession and the unique work culture shift from the East Coast to the West Coast.
2023-12-201h 09
Health and Wealth Podcast with Carter & TimNavigating the Complexities of the Financial Industry with Lisa MalickWelcome back to the Health and Wealth podcast, hosted by Carter and Tim. In this week's episode, the dynamic duo is joined by a special guest, Lisa Malick, a certified financial planner based in Colorado. Lisa shares her unique journey into the financial advising industry, which was fueled by personal experiences and a desire to make a meaningful difference in people's lives.Lisa emphasized the importance of understanding clients' unique financial goals and needs, especially in the context of life transitions like retirement or the loss of a spouse. Lisa also discussed...
2023-11-0859 min
Health and Wealth Podcast with Carter & TimBrock Eson - Building Enterprise Value and Balancing Relationships in Financial AdvisoryIn this episode of the Health and Wealth podcast, your hosts, Carter and Tim, sit down with their guest, Brock Eson, who recently joined the Investors Resource team. Brock shares insights about his journey in the financial advisory world, how he transitioned from banking to independence, and the motivation behind his passion for helping people with their finances.Brock Eson, a soccer enthusiast and financial advisor, opens up about his background and what led him into the financial services industry. He talks about the fear of not understanding money, which initially drove him to...
2023-10-181h 13
Health and Wealth Podcast with Carter & TimCheryl Canzanella - Navigating the Financial Impact of the Opioid CrisisIn this episode of the Health and Wealth podcast, hosts Carter and Tim are joined by their special guest, Cheryl Canzanella. Cheryl has a unique perspective in the financial industry, specializing in raising awareness about the opioid crisis and its impact on financial health. The opioid epidemic has significant financial and economic implications, costing approximately 696 billion dollars in 2018 alone, which is about 3.4% of the GDP.Carter and Tim dive into Cheryl's personal journey and how she became deeply involved in addressing the opioid crisis. Cheryl's story began when she got married in 2011, and her husband started...
2023-09-201h 00
Health and Wealth Podcast with Carter & TimPatrick Huey,CFP - Strategic Giving: Maximizing Impact and Wealth PreservationWelcome back to the Health and Wealth Podcast with your hosts, Carter and Tim. Today's guest is Patrick Huey, a certified financial planner from Victory Independent Planning (VIP). Patrick specializes in helping clients optimize their financial strategies, especially in the realm of charitable giving and tax planning.Patrick's expertise lies in identifying opportunities for clients to make strategic charitable donations while also benefiting from tax deductions. He's an accredited tax preparer and a chartered advisor in philanthropy, making him well-equipped to navigate the intricacies of tax laws and charitable giving regulations. Patrick shared a captivating story...
2023-09-061h 06
Health and Wealth Podcast with Carter & TimCharlie Beljan - Gratitude, Discipline, and the Power of SobrietyWelcome back to "Health and Wealth," where hosts Carter Wilcoxson and Tim James are joined by this week's guest, Charlie Beljan, Golfer at PGA Tour. In this episode, Charlie shares his inspiring journey from being a PGA Tour player to overcoming personal struggles with alcohol and mental health, leading to his transformation towards sobriety and well-being. Charlie is a PGA Tour Winner and won the US Junior Amateur in 2002.Charlie shares his passion for mentoring young athletes and helping them navigate the challenges of sports and life. He reflects on the role of ego in sports...
2023-08-161h 22
Health and Wealth Podcast with Carter & TimNavigating Authenticity and Technological Evolution with Libby GrieweIn this episode of the Health and Wealth podcast, hosts Carter and Tim welcome their guest, Libby Griewe, of The Efficient Advisor podcast. The hosts and Libby discuss her journey from sports marketing to financial planning and the importance of authenticity in the industry. They also touch upon the evolution of technology in financial services.Libby, a financial planner, shares her journey into the industry, starting with her early interest in investing and her background in engineering physics. She talks about her experience working in sports marketing before ultimately pursuing financial planning. They discuss her target...
2023-06-281h 00
Health and Wealth Podcast with Carter & TimNavigating the Financial Services Arena with Jeff KotheIn this episode of The Health and Wealth podcast, hosts Carter Wilcoxson and Tim James sit down with their guest, Jeff Kothe, to delve into his journey in the financial services and marketing arena. Jeff shares how his career in insurance began during a challenging job market and his subsequent foray into Medicare supplements, life insurance, and annuities. He also discusses the motivation behind his shift towards helping others in the industry and shares success stories of assisting agents in improving their sales techniques. The conversation highlights the importance of suitability in the insurance industry and the challenges that...
2023-06-071h 11
Health and Wealth Podcast with Carter & TimVP Brion Crum - Encouraging Investment in Economically Disadvantaged AreasIn this episode of the Health and Wealth podcast, hosted by Carter and Tim, they welcome Brion Crum, the VP of Wealth Development at Caliber Funds, to discuss his journey and experience in the financial services industry. Carter shares how he met Brion at an alliance campaign and attended a round table discussion with him, and they have been discussing having him on the podcast ever since. Brion talks about how growing up on a farm in Ohio and watching his father's entrepreneurship made him realize the value of business ownership and investing in real estate. This realization drove...
2023-05-1759 min
Health and Wealth Podcast with Carter & TimBrad Gotto, Partner: From Youth Pastor To Guiding His Clients Retirement JourneyBrad Gotto is the Owner of Fiat Wealth Management, a fiduciary, fee-only financial planning firm located in Wayzata, Minnesota. Where most advisors stop, we begin. We specialize in helping people figure out why they saved a pile of money, and how to spend it. We are a holistic firm with a special focus on tax planning. People always ask about our name. Why Fiat...? In economic textbooks, the term ‘fiat currency’ is loosely defined as ‘faith-based currency.’ The U.S. dollar is today a fiat currency, meaning that it has no physical backing such as gold or silver. Critics argue th...
2023-03-221h 12
Health and Wealth Podcast with Carter & TimAngela Wright, CFP®, MBA Creating A Place of Possibility For ClientsEpisode 73 - Angela has been advising families and family enterprises since 2003. As Partner & COO, her goal is to ensure that clients and employees of DMG are empowered and flourishing. She is driven to find out-of-the-box solutions that address client needs now, whether it’s related to finances or not. From connecting clients to resources for COVID-19 vaccines to conference calls with farmers, her clients truly are family and not just another portfolio. In addition to financial strategies, Angela is also a certified Family Enterprise Advisor and third-generation family business owner, supporting her passion for family business consulting and succession. Sh...
2023-03-151h 07
Health and Wealth Podcast with Carter & TimRyan Savage CFP®, Savage and Associates- Planning for the long termEpisode 87 - Having grown up around the business, Ryan has long desired to join Savage and provide his clients with the best service and expertise possible. After graduating from Michigan State University, Ryan began in 2019 and worked alongside his father, Sean. Ryan is focused on serving the next generation of Sean’s clients while building his practice. His focus is to help clients develop the financial skills necessary to allow for successful planning over the long term. In May of 2022, Ryan achieved CFP® certification, the standard of excellence in financial planning. By Achieving CFP® certification, Ryan has demonstrated expertise and...
2023-03-081h 02
Health and Wealth Podcast with Carter & TimCEO Barbara Micheletti of Interrupting Aging-Gerontologist Partnering With Financial Professionals In The Senior MarketEpiosde 86 - Barbara is a Gerontologist Consultant on a heart-felt mission to holistically change how financial professionals, insurance leaders, entrepreneurs, executives & senior-focused industry leaders can better engage with their aging clientele & age-related money issues. An energetic solution seeker and consensus builder, she is a fierce advocate of partnering with professionals who want to make the broadest positive impact with their senior population by the phrase, "a rising tide can lift all boats!"Barbara is the go-to aging expert & public speaker, bringing professional training as a 25-year Gerontologist and a Financial Planner, along with 13 years of experience...
2023-02-2356 min
Health and Wealth Podcast with Carter & TimJoe Allaria, CFP®, MBA Partner and Wealth Advisor for Carson Allaria Wealth Management- Quarterbacking His Clients To A Successful RetirementEpisode 85 - As a Partner and Wealth Advisor for Carson Allaria Wealth Management, Joe’s primary responsibilities are to work directly with clients as the leader of their financial plan while also creating and implementing the strategic vision for the firm. Joe brings an analytical yet creative approach to finding solutions for our clients and pursuing the vision of our firm.For his numerous articles, Joe has been featured in the Wall Street Journal, USA Today.com, Yahoo Finance, Nasdaq.com, and Investopedia. Joe is committed to educating his clients and the general public about the cr...
2023-02-1556 min
Health and Wealth Podcast with Carter & TimMason Marozas-Why Hiring A Young Advisor Makes SenseEpisode 34 Replay - Episode 34 - Mason is a native of Olathe, KS, and recently had the privilege to graduate from the University of Kansas in Lawrence, where he received his degree in Finance. Mason has always liked to work: he began earning money at the age of twelve and, amazingly, found that he wanted to save the money he had worked so hard to acquire. The lesson he learned was to always save for a purpose. Mason believes he’s been blessed with an entrepreneurial spirit and a constant desire to learn. It’s become apparent to him that a sig...
2023-02-081h 12
Health and Wealth Podcast with Carter & TimBrad Mendel, CFP®, EA Training New Advisors From The Ground UpEp 40 replay - Brad joined Mendel Money Management in 2013 and currently serves as a Wealth Advisor. He graduated from Boston University in 2004 with a B.A. in Computer Science. He began his career as a small business consultant with a focus on their Information Technology infrastructure. In 2006, Brad decided to accept a position as an actuary at Shore Tompkins Actuarial Resources. His primary role was to consult with small business owners on the design and administration of their defined benefit and defined contribution plans. In 2012, Brad passed his final exam to become an Enrolled Actuary (EA). Since joining Mendel...
2023-02-011h 05
Health and Wealth Podcast with Carter & TimJosh Manifold, Bringing Access and Transparency to Value-Driven ClientsEpisode 61 replay - Josh joined Compass Ion in early 2012, bringing with him over ten years of investment management experience. He began his career with Benkovich & Associates and spent the next eight years with Wells Fargo Advisors. During this time he focused on active portfolio management and retirement income for individuals and families. By focusing so well on clients’ needs, he was selected to join the Executive Council, an award based on client service, best practices, and overall productivity.Learn more about how Josh Manifold works with clients here: https://compass-ionadvisors.com...
2023-01-251h 12
Health and Wealth Podcast with Carter & TimPhil Graham, CEO and Creator of The Beneficiary Liquidity Plan® Delivers Money To Beneficiaries When It’s Needed MostEp 84 - Phil Graham is the driving force behind the development and innovation of BLP. Phil brings over 25 years of financial services experience, focusing on designing and distributing products through financial advisors. He has led the efforts of over $22 billion in insurance, investment, and annuity sales. At BLP, we bring innovative products and distribution onto modern financial planning platforms. We refrain from disturbing or disrupting an advisor's current product and marketing relationships, including their IMO, RIA, and Broker-Dealer. Instead, we hyper-focus on single products to solve specific needs for the advisor and their client. For example...
2023-01-1856 min
Health and Wealth Podcast with Carter & TimBrian Adams, CEO | Founder Excelsior Capital Bringing Direct Access To Private EquityEpisode 83 - Brian C. Adams is the President and founder of Excelsior Capital, where he spearheads the firm's investor relations and capital markets arms. He has 10 years of experience in real estate private equity. Before forming Excelsior Capital, Brian co-founded Priam Properties (an institutional real estate private equity sponsor) in 2010. He provided leadership and direction for the firm in capital markets, investment management, and investor relations.He has served on the Board of Sirrom Partners, LP, a single-family office investing across private and public asset classes since May 2008. Since May 2017, he has served on the Investment...
2023-01-1150 min
Health and Wealth Podcast with Carter & TimDiana Cabrices, Double Your Revenue Lead Generation Strategies That Work While You SleepEpisode 18 Replay - Diana Cabrices is Vice President of Enterprise Development at Snappy Kraken, an award-winning automated growth program focused on lead generation and client engagement for financial advisors. Diana opens up new enterprises for the firm to sell into and form strategic partnerships with, and helps financial organizations empower their advisors with the technology and content they need to successfully grow their businesses. With over 5 years of industry experience in varying roles, Diana has worked with thousands of financial advisors on marketing support, succession planning, and M&A recruiting. She holds a B.B.A in Business Economics...
2023-01-041h 18
Health and Wealth Podcast with Carter & TimLaTika Tillis, Private Investments SpecialistEpisode 82 - LaTika Tillis joined Avidian Wealth Solutions in 2013 and currently serves as Private Investments Specialist. She previously worked as a Senior Wealth Management Associate and was responsible for all essential functions relating to new and existing clients and maintaining client relationships. In her role as Private Investments Specialist, she focuses on building relationships with investment sponsors and educating her team and clients on the different private investment opportunities available within the firm. She also provides operational oversight for marketing the funds, the subscription process, and coordinating client capital calls. She is a graduate of Baylor University.
2022-12-2850 min
Health and Wealth Podcast with Carter & TimDennis Stack, A Digital Platform To Leave Behind Your ValuesEpisode 19 replay - Following the loss of his father before the birth of his only child, and the subsequent loss of his mother to Alzheimer’s disease when his daughter was 2, he realized his daughter would never know her grandparents. Then after 19 years, starting as a Financial Advisor for E.F. Hutton and finishing as a Sr. VP & Branch Manager for UBS/PaineWebber, he realized that as an industry they do a great job preserving and growing client’s valuables, but they weren’t doing anything to help preserve values. He is often quoted for his insightful statement; "Wealth that i...
2022-12-211h 17
Health and Wealth Podcast with Carter & TimPamela Capalad, CFP®, AFC® and Dyalekt From The Brunch and Budget PodcastEpisode 81 - Pamela Capalad and Dyalekt are co-hosts of the Brunch and Budget Podcast, which shares information with an underserved audience.THE PODCAST ABOUT PERSONAL FINANCE & RACIAL ECONOMIC INCLUSION: From how we bank, to how our credit scores are calculated, to how we are kept in the dark about investing, to how we pay our taxes, the system is set up for us to get caught in a debt/poverty cycle and stay running just to tread water. The rules constantly change, so the top people stay on top. What if you knew the rules and...
2022-12-141h 06
Health and Wealth Podcast with Carter & TimLaura Holcombe, CFP® From Chemistry and Computer Science Major to Financial Advisor FormulatorEpisode 80 - Laura enjoys working with people who desire to pursue their financial goals. She brings energy and enthusiasm into her clients' financial decision-making process. Laura's commitment to client service is the foundation of her business. A naturally warm, caring, and enthusiastic approach proves her dedication and appreciation for her clients.Laura is a third-generation graduate of Oregon State University and has worked in financial services since 1985. Laura has Series 7 and Series 66 registrations. In addition, she is life and health Insurance licensed and a Stock Broker and Investment Advisor Representative. Laura honed her speaking skills at...
2022-12-071h 10
Health and Wealth Podcast with Carter & TimAri Rastegar, Affectionately Known As The "Oracle of Austin"Episode 29 replay - A man of countless talents, Ari has been attached to a selection of inspiring creative projects. His movie acclaims include producing the documentary Five Years North; detailing the journey of an undocumented Guatemalan boy arriving in New York City. Additionally, this year, Ari is set to release his first book and has already been slated to be on the New York Times best-selling author’s list. Over his illustrious career, Ari has dealt with big-name celebrity clients and is now set to become the fastest-growing billionaire in the industry. Working with high-net-worth individuals on creating robust re...
2022-11-301h 16
Health and Wealth Podcast with Carter & TimConnor Lowery, CFP®, CPA, CWS® Applying Biblical Principles and Wisdom For His ClientsEpisode 79 - Connor Lowery is a financial advisor for the Professional Athlete Division of Ronald Blue Trust.Connor assists athletes in managing their wealth, giving generously, and managing their financial resources wisely. He serves athletes and their families, helping them navigate the financial, marital, and personal pitfalls that athletes face today. The Professional Athlete Division of Ronald Blue Trust employs a customized service model geared to the unique needs of the athlete in their specific sport. Services include coordination of tax and legal counsel, bill paying, cash flow management, financial and estate planning, trust services, and...
2022-11-231h 06
Health and Wealth Podcast with Carter & TimJoshua Aldus, Wealth Advisor and Navy VeteranEpisode 78 - Joshua Aldus is a wealth advisor in the San Diego office of Octavia Wealth Advisors. One of his great strengths is his daily commitment to improvement across every aspect of his life. Joshua practices consistent discipline to build habits that support client achievement. This includes continuously working to improve investment and planning strategies. He makes a point of studying the economy and striving to anticipate how it may affect client situations. Joshua also believes in actively supporting the Octavia team and his entire community.Before joining Octavia in 2020, Joshua spent two years...
2022-11-1653 min
Health and Wealth Podcast with Carter & TimPaul Nikolai MBA, CFP®, From Deloitte To Problem Solver ExtraordinaireEpisode 77 - The desire to solve problems has always driven Paul to succeed. This quality, coupled with his honed interest in economics and investments, has been a natural and rewarding connection to helping clients work toward their financial goals. In addition, Paul’s ability to clearly and concisely present the complex aspects of investment advice allows his clients to make more informed decisions with their money.As a Director in Wealth Management and a Partner at Aspiriant, Paul’s approach to client service has always followed a single mantra: Treat all clients as if they...
2022-11-091h 11
Health and Wealth Podcast with Carter & TimAndrew Wallace, Financial Advisor Making The Complex More SimplifiedEpisode 76 - Andrew graduated from the Indiana University of Pennsylvania (IUP) with a bachelor’s degree in finance. He also holds the FINRA SIE, Series 7, 66, and life & health insurance licenses. He was a member of the Student Managed Investment Portfolio throughout his college tenure, where he managed a portion of IUP’s assets and nurtured his passion for finance. Andrew enjoys comprehensive financial planning and helping individuals reach their financial goals. He focuses on long-term, consistent investing to help others succeed financially.Andrew was a member of the Student Finance Association at IUP and treasurer of the Kapp...
2022-11-0259 min
Health and Wealth Podcast with Carter & TimErica Ramos, Financial Consultant Bringing Trust-Based Planning To Her Clients For A Tax-Free RetirementEpisode 75 - Erica founded Stream Strategies to inspire individuals, families, and business owners to take control of their financial futures. Planning for retirement is a complex journey, as your goals and needs are unique. Market risk, tax rate risk, inflation risk, increasing health care costs, and the need for long-term care can all majorly impact the funds you have saved and planned to live on for retirement. Uncovering which assets make the most sense is crucial to ensure you will not outlive your money, whatever life may bring.As a trust-based planner, it is most important...
2022-10-261h 04
Health and Wealth Podcast with Carter & TimBen Offit, CFP® Making A Difference In People's LivesEpisode 74 - Ben is a Certified Financial Planner and Principal at Offit Advisors, a full-service financial planning practice whose professionals serve individuals, families, and closely held businesses, through a client-centric approach. Ben possesses significant experience, expertise, and resources within a broad range of matters, including financial planning, tax planning, investments, and insurance.Ben is an ambitious guy, a great listener, and has an excellent work ethic and high integrity. Clients give high marks to his communication style; in contrast to many other practitioners, he explains technical planning concepts in terms that clients can understand. Ben is...
2022-10-191h 12
Health and Wealth Podcast with Carter & TimAngela Wright, CFP®, MBA Creating A Place of Possibility For ClientsEpisode 73 - Angela has been advising families and family enterprises since 2003. As Partner & COO, her goal is to ensure that clients and employees of DMG are empowered and flourishing. She is driven to find out-of-the-box solutions that address client needs now, whether it’s related to finances or not. From connecting clients to resources for COVID-19 vaccines to conference calls with farmers, her clients truly are family and not just another portfolio.In addition to financial strategies, Angela is also a certified Family Enterprise Advisor and third-generation family business owner, supporting her passion for family business co...
2022-10-121h 07
Health and Wealth Podcast with Carter & TimKevin Mayo, CFP®, MBA From Restaurateur To Wealth Strategist ExtraordinaireEpisode 72 - Kevin has been serving individuals, families, and business owners to meet their financial goals for over 22 years. He is currently a Financial Planner at Falcon Wealth Planning, Inc., a Fee-Only advisory firm, where he works directly with clients to help them with their comprehensive plans using efficient tax strategies.Before joining Falcon Wealth Planning, Inc., Kevin served as Regional Manager for TD Ameritrade, most recently, Kevin served as a Senior Private Client Advisor for Large National Bank providing personalized financial planning and asset guidance. Kevin has a Bachelor of Science degree from California State...
2022-10-051h 03
Health and Wealth Podcast with Carter & TimMiles Veth, Creating A Paradigm ShiftEpisode 22 replay - Miles Veth is a faith-driven entrepreneur in Connecticut, who helps businesses grow through creative marketing. As a partner of CSI Financial Group, he is passionate about helping advisors more creatively find ways to engage and serve their prospects and clients. Outside of work, he is an avid piano player and a big fan of the New York Yankees.You can connect with Miles on his website: https://www.vethgroup.com/ WEALTH: Not getting enough clients? Book a FREE 15-minute Client Acquisition Consultation w...
2022-09-281h 16
Health and Wealth Podcast with Carter & TimShauna The Tax Goddess, CPA, MTax, CTC, CTS Top 1% Tax Strategist In The U.S.Episode 56 replay - Shauna A. Wekherlien, CPA, MTax, CTC, CTS, Tax Goddess is a highly sought-after Certified Public Accountant and founder of Tax Goddess Business Services, PC, established in 2004. Tax Goddess is a global team of 65+ specialists that uses plain language (not tax code) to help business owners, investors, and entrepreneurs create plans of action to increase the business owner’s bottom line, reduce costs, significantly reduce taxes, increase cash flow, and perform what-if scenario options so that owners know what decisions to make and which paths are best suited to their particular situation. Shauna is a Certified Public Ac...
2022-09-211h 19
Health and Wealth Podcast with Carter & TimLLOYD YAMADA, CFP®, CEO From Engineer To Financial Planning EngineerEpisode 71 - Lloyd Yamada started his professional life on a completely different path from financial planning. In his mid-40s, however, his father became ill, and Lloyd retired from electrical engineering to help his mother care for him. That time proved a crucial one. Lloyd gained empathy for similar people in transition, and his desire to help them became the springboard for his new career as a financial planner. Today, because of his experience, he understands the need of transitioning clients for strategies that support them as they move into the next phase of their journey. And in his...
2022-09-141h 09
Health and Wealth Podcast with Carter & TimErik Kroll, CFP Helping People Solve Student Debt LoansEpisode 70 - Among many things, Erik is a husband, father, and financial planner. He’s also an avid environmentalist and Christ Follower. Erik cares deeply about the people he serves, and his passion for helping others has fueled the growth of his financial planning business.Erik works closely with medical professionals and their families to first align their financial choices with their most important goals and deeply held values, second, get your entire financial house in order and keep it that way forever. Third, have a high level of confidence that you will achieve your goals no...
2022-09-071h 01
Health and Wealth Podcast with Carter & TimChristian Mills, Reverse Mortgages A Secret Weapon For Financial PlanningEpisode 69 - Christian Mills is the Head of Financial Advisor Relations for Reverse Mortgage Funding LLC (RMF). He has spent the last 25 years working in financial services, mainly in the retirement planning arena. Christian began at Fiserv Trust Company, initially working in IRA Custody; he then moved to the qualified plan division, Trustlynx.Following positions focused on Trust and Custody, TPA, and record-keeping, he worked for the national headquarters of the Financial Planning Association in Corporate Relations. While at FPA, his view of reverse mortgages was dramatically shifted by the academic work of John Salter, Wade...
2022-08-311h 08
Health and Wealth Podcast with Carter & TimJill Carr, CFP, CPA Empowering Gen X and Millennials To Retire WealthyEpisode 68 - Jill is a passionate wealth advisor, continually striving to find new ways to exceed her client's expectations with her depth of knowledge in taxes, estate planning, and personal finance. Jill's consulting approach is fundamental to empowering her clients to increase their financial literacy and understanding of wealth management. At SWMG, Jill implements our investment strategy, serves as a key member of our Investment Committee, and is a leader in our retirement plan practice. Jill additionally writes a blog, Jill’s Journal, aimed at newer investors. Learn more about Jill here: https://stephenswmg.com/why-us/me...
2022-08-241h 18
Health and Wealth Podcast with Carter & TimSam Jones, CFP, AFC Networking His Way To Business SuccessEpisode 67 - Sam is passionate about helping others achieve their financial and personal goals. He loves helping people to change their behavior and better their lives. Sam specializes in helping young professionals, real estate investors, and small business owners. Sam is an Accredited Financial Counselor® and a CERTIFIED FINANCIAL PLANNER™. He has more than 5 years of experience in the financial services industry. He recently graduated from Utah Valley University’s (UVU) Personal Financial Planning program. While in school, Sam was President of UVU’s Money Management Resource Center for two years. Sam led a team of over 30...
2022-08-171h 11
Health and Wealth Podcast with Carter & TimMichael Golosovker, JD, CFP® Expanding His Value To Clients Across The U.SEpisode 66 - Michael was born in Israel to Russian parents seeking a life free of the Soviet Union. Two years later, they came to America, and he has lived in the New England area ever since.After college and law school, he simultaneously passed the NY and MA bar exams in 2008 and became a lawyer later that year. Michael went on to practice law for five years, working in large-scale corporate litigation, estate planning, and commercial collections.However, he wasn't practicing the kind of law he wanted to, and so, with the support...
2022-08-101h 05
Health and Wealth Podcast with Carter & TimGlenn Busch, CFA From All-American Athlete To All-American Portfolio ManagerEp 65 - Glenn graduated from the University of California at San Diego with a BS in Animal Physiology & Neuroscience and a Masters in Educational Sciences. Glenn is also a CFA® charter holder of the CFA Institute. He serves on the firm’s investment committee and is the lead manager for the AMM Dividend Growth Strategy. A former All-American Water Polo player at UCSD, Glenn enjoys coaching and mentoring collegiate-level water polo players in his spare time. Find out more about Glenn Busch on LinkedIn here: https://www.linke...
2022-08-041h 07
Health and Wealth Podcast with Carter & TimMorgan Lawrence, From Balancing In Ballet To Balancing Her Clients RetirementEpisode 64 - Morgan N. Lawrence is a Financial Advisor for Thomas Financial, LLC. Ms. Lawrence is a 2018 West Virginia University graduate, receiving a B.S. in finance and a B.S. in accounting. Morgan has been with Thomas Financial since the firm opened in 2017 and has had a variety of roles within the organization, starting as a licensed administrator and eventually working her way up to full-time advisor. Morgan is currently working towards her CFP (Certified Financial Planner) accreditation, where she hopes to continue to help past, present, and future clients plan and achieve their financial goals. The reason...
2022-07-271h 18
Health and Wealth Podcast with Carter & TimScott Airey, From Baseball Player To Wealth Manager With Unique Distribution StrategiesEpisode 63 - While Scott was born and raised in Montreal, he found his way to the U.S.by way of collegiate baseball at The University of Northern Iowa. While in Iowa, he earned his master’s degree and met his wife Lauren. Now a father of two to Victoria and Archie, Scott spends his time staying active, coaching baseball, and trying to play as much golf as his busy life allows. He takes pride in the financial foundation he provides his family and the legacy he is building for his children. Scott’s mission as an advisor is t...
2022-07-201h 26
Health and Wealth Podcast with Carter & TimDanielle Taylor Woods, J.D. Bringing The Multidisciplinary Approach To A Whole New LevelEpisode 62 - Danielle has been working with advisory clients for more than 20 years. She began work in investment management in 1998 with the investment firm, Mitchell Vaught & Taylor, Inc. She also advised clients as an attorney in matters of estate and tax planning since graduating from Northern Illinois University College of Law, where she focused her coursework on estates, tax, and securities law. Danielle was instrumental in the growth of her previous firm where she wore many hats over the course of 20 years, including Director, Institutional Portfolio Manager, Senior Financial Advisor, and Chief Compliance Officer. Danielle co-founded P...
2022-07-1356 min
Health and Wealth Podcast with Carter & TimJosh Manifold, Bringing Access and Transparency to Value-Driven ClientsEpisode 61 - Josh joined Compass Ion in early 2012, bringing with him over ten years of investment management experience. He began his career with Benkovich & Associates and spent the next eight years with Wells Fargo Advisors. During this time he focused on active portfolio management and retirement income for individuals and families. By focusing so well on clients’ needs, he was selected to join the Executive Council, an award based on client service, best practices, and overall productivity. Learn more about how Josh Manifold works with clients here: https://compass-ionadvisors.com/people/josh-manifold/...
2022-07-061h 12
Health and Wealth Podcast with Carter & TimFrom Ukraine To Building Financial Algorithms, With Pavlo Huda, CFA on EP #49 replay available nowEpisode 49 replay - The idea of launching an asset management firm has been floating in Pavlo's mind since 2017 when he began working on a statistical model, which later resulted in a trading algorithm. As a result, in 2020, the private fund was launched to utilize the underlying algorithm, and PG Capital Management Group became an advisory firm to the private fund. Later on, the decision was made to expand the firm's reach by becoming a registered investment advisory firm. By the end of 2020, the wealth management department was officially launched.For Pavlo, who earned degrees in economics...
2022-06-301h 11
Health and Wealth Podcast with Carter & TimWhitney Emanuel, CFP Building Her Practice With A Solid Foundation of FaithEpisode 60 - Whitney Emanuel has been a financial adviser since 2011. She began at Ameriprise Financial and branched off on her own to start Whitney Wealth Group in 2016. She took an even bigger leap at the beginning of 2019 to leave the big-box financial world to go completely independent! She holds her CFP® and CRPC®, Series 7, 63, and 65 & multiple state insurance licenses. Whitney works with values-driven executives and business owners that want to know SPECIFICALLY how to plan for their goals and are motivated to do so.She believes money is simply the means to your end: not the fo...
2022-06-221h 17
Health and Wealth Podcast with Carter & TimChristopher Elmore, Overcoming Adversity To Serve His CommunityEpisode 59 - Christopher Elmore is the President of Smiley Elmore & Associates, Investment and Insurance, and is an Investment Advisor Representative as well as a Registered Representative through Money Concepts Capital Corp. He also carries a Life, Accident, Health, Property and Casualty (Home, Auto, and Commercial Insurance), and Variable Annuity licenses. For the past twenty years, Christopher has served as Vice-President and in many other capacities at Smiley Elmore & Associates. Christopher is married to DeVon, a part-time Administrative Assistant at Smiley Elmore & Associates and a retiree of American Airlines as a ticket agent. They have been married for 16 years and...
2022-06-151h 10
Health and Wealth Podcast with Carter & TimMatt and Joanne Eby, JD. Bringing Estate Planning To The Working ClassEpisode 24 - As Founding Managing Partner of Nth Degree Financial Solutions, Eby, with his wife and Managing Partner Joanne Eby, offer an array of services across the broad spectrum of fiduciary and non-fiduciary products provided by financial institutions, including Trust Departments, Trust Companies, Corporate Trustees, Retirement Plan Services, Custodians, Registered Investment Advisors, and Broker-Dealer Firms. When ePIC Services Company was taking shape, founder Carter Wilcoxson recognized Eby’s depth and breadth and the valuable contributions he would bring to its board, revolutionizing the trust process for the modern age. “Carter and his team began building a virtual approach to trus...
2022-06-081h 33
Health and Wealth Podcast with Carter & TimSteve Brennan, Jr. Host of The Commercial Free PodcastEpisode 58 - Steven always wanted to run his own business but always felt like he wasn’t qualified enough.𝙃𝙚𝙧𝙚 𝙞𝙨 𝙬𝙝𝙖𝙩 𝙝𝙖𝙥𝙥𝙚𝙣𝙚𝙙: Since he wanted to start something of his own, he asked himself what steps can he take to help get his ideas off the ground.In college, he was taught to spend his time building fancy webpages, sales funnels, and digital products, they will come right?! Ummm… no.Starting a business was exhausting, he was working around the clock researching the best ways to succeed, and with zero sales he struggled to figure out what he was doing wrong. Let alone the eye s...
2022-06-011h 01
Health and Wealth Podcast with Carter & TimCiara Lister, ESQ. Attorney Working Collaboratively With AdvisorsEpisode 12 replay - Integrated Trust Systems (ITS) has appointed attorney Ciara E. Lister, Esq. as Chief Counsel from her former Network Attorney position since December 2019. Prior to her initial ITS Network Attorney work and subsequent appointment as ITS Chief Counsel, Ciara specialized in commercial insurance litigation and personal injury law. She also earlier served as an operations director for a biomedical company based in southwest Florida, which provided her with valuable hands-on experience in the corporate world. A University of Florida alumni, Ciara eventually earned her Juris Doctorate from the prestigious Ave Maria School of Law in Naples, Florida.
2022-05-251h 02
Health and Wealth Podcast with Carter & TimBlanca Abbud, MBA The PEO LadyEpisode 57 - Blanca Abbud is a sales professional that produces winning results for organizations as an individual contributor and sales team leader, delivering consistent results. Her passion is helping businesses get better, grow faster, and become more profitable. She has 20 years of strong sales experience. That experience combined with her education and industry knowledge is what allows her to perform as a top producer in all her roles. With a high level of energy, motivation, business ethics, and sound judgment, Blanca has a proven record of building long-lasting relationships.Blanca’s business accomplishments have been recognized by...
2022-05-181h 08
Health and Wealth Podcast with Carter & TimLisa Camacho, Embracing Digital Tools To Elevate The Client ExperienceEpisode 8 - Lisa Camacho has spent her professional career in executive sales, management, and business ownership. In 2011, God changed her professional direction to focus on wealth development and investing as a stock market trader. In 2016, Lisa and her husband David started focusing their efforts exclusively on helping individuals and families with Estate Planning, Retirement Planning, and Tax-free Income Planning. Together, they have helped hundreds of clients develop a solid retirement plan so they, too, can establish their own Legacy! Contact Lisa or learn more about Family Succession Planning: www.legacydlcinc.com W...
2022-05-111h 02
Health and Wealth Podcast with Carter & TimShauna The Tax Goddess, CPA, MTax, CTC, CTS Top 1% Tax Strategist In The U.S.Episode 56 - Shauna A. Wekherlien, CPA, MTax, CTC, CTS, Tax Goddess is a highly sought-after Certified Public Accountant and founder of Tax Goddess Business Services, PC, established in 2004. Tax Goddess is a global team of 65+ specialists that uses plain language (not tax code) to help business owners, investors, and entrepreneurs create plans of action to increase the business owner’s bottom line, reduce costs, significantly reduce taxes, increase cash flow, and perform what-if scenario options so that owners know what decisions to make and which paths are best suited to their particular situation. Shauna is a Certified Public Accountant (AZ...
2022-05-041h 19
Health and Wealth Podcast with Carter & TimMark Willis, CFP A Man On A MissionEpisode 55 - Mark Willis, CFP® is a man on a mission to help you think differently about your money, your economy, and your future. After graduating with six figures of student loan debt and discovering a way to turn his debt into real wealth as he watched everybody lose their retirement savings and home equity in 2008, he knew that he needed to find a more predictable way to meet his financial objectives and those of his clients.Mark is a CERTIFIED FINANCIAL PLANNER™, a three-time #1 Best Selling Author, and the owner of Lake Growth Fin...
2022-04-271h 11
Health and Wealth Podcast with Carter & TimSilvia Manent, CFP, CFA, Taking Female Advisory To Another LevelEpisode 54 - Silvia is the Founder and Managing Partner of Manent Capital, a Boston-based wealth management firm that manages over $70 million and focuses on helping professionals understand their personal and business finances so that they can feel accomplished, confident and excited about investing in their future dream goals. She has over 10 years of investment and wealth management experience, including individual investment management, comprehensive financial planning, and high net worth advisory.Prior to founding Manent Capital, Silvia worked as a financial advisor at Morgan Stanley where she was responsible for providing clients with personalized plans to help...
2022-04-201h 35
Health and Wealth Podcast with Carter & TimZechariah Schaefer, Founder Ascent Personal Finance- Serving Crypto Investors With Transparent FeesEpisode 53 - Zechariah is the founder of Ascent Personal Finance, a Registered Investment Advisory Firm serving Gen Z/Millennial Crypto Investors and STEM/Healthcare Pros. Unlike 99% of advisory firms out there, Ascent is advice-only which means that, instead of selling products and getting paid commissions or managing investments, the firm runs on a subscription model focused heavily on financial planning.During his schooling, Zechariah discovered his passion for empowering others to achieve financial freedom through working at several boutique wealth management firms. One common theme that he noticed at those firms, however, was the immense challenge...
2022-04-131h 15
Health and Wealth Podcast with Carter & TimCliff Taylor, CFP® How to Rise Above Your CompetitionEpisode 52 - Cliff Taylor is committed to helping his clients work efficiently toward their financial goals. He prides himself on looking after his clients’ financial interests in all aspects of their lives and enjoys working closely with clients to develop and fulfill their strategic financial plan – from setting goals to implementing solutions.After graduating cum laude from the University of Mississippi with a degree in managerial finance with an emphasis on investments, Cliff joined the TrustCore team in 2007 and became a partner in 2018.Active by nature, Cliff enjoys sports and outdoor activities. His most...
2022-04-061h 32
Health and Wealth Podcast with Carter & TimAnnie Son, Financial Coach: Finding Her Niche Working With Aspiring ArtistsEpisode 51 - Annie Son is a financial advisor at Money Positive - a fiduciary, fee-only firm centered around making financial planning unscary. We work with a broad range of people, but we specialize in helping those who have never had financial planning before and/or have "unconventional" streams of income. Clients could be filmmakers figuring out how to separate their business from their personal finances, burnt-out employees preparing for a year-long sabbatical to travel the world, or artists trying to leave their corporate job to pursue art full-time.Annie recently switched careers into financial planning specifically...
2022-03-301h 09
Health and Wealth Podcast with Carter & TimNancy Addison, How To Be Healthy And Happy At Any AgeEpisode 27 - Nancy Addison CHC, AADP – shatters the stereotype about healthy eating. This unique and courageous nutritionist cuts through the myths and misinformation about health and nutrition. She is the nutrition/health/lifestyle/cooking subject-matter expert. Nancy is the strategic advisor for healthful tips for being and living the healthiest life possible. If you want the straight and honest truth, with easy ways to take control of your health and reverse disease, hire Nancy as a speaker or counselor. You can also read one of her 6 award-winning books/cookbooks. Nutritionist and health consultant, #1 best-selling, international award-winning au...
2022-03-231h 09
Health and Wealth Podcast with Carter & TimBrad Gotto, Partner: From Youth Pastor To Guiding His Clients Retirement JourneyEpisode 50 - Brad Gotto is the Owner of Fiat Wealth Management, a fiduciary, fee-only financial planning firm located in Wayzata, Minnesota. Where most advisors stop, we begin. We specialize in helping people figure out why they saved a pile of money, and how to spend it. We are a holistic firm with a special focus on tax planning. People always ask about our name. Why Fiat...? In economic textbooks, the term ‘fiat currency’ is loosely defined as ‘faith-based currency.’ The U.S. dollar is today a fiat currency, meaning that it has no physical backing such as gold or silver...
2022-03-161h 12
Health and Wealth Podcast with Carter & TimPavlo Huda, CFA Level I Candidate: From Ukraine To Building Financial AlgorithmsEpisode 49 - The idea of launching an asset management firm has been floating in Pavlo's mind since 2017 when he began working on a statistical model, which later resulted in a trading algorithm. As a result, in 2020, the private fund was launched to utilize the underlying algorithm, and PG Capital Management Group became an advisory firm to the private fund. Later on, the decision was made to expand the firm's reach by becoming a registered investment advisory firm. By the end of 2020, the wealth management department was officially launched.For Pavlo, who earned degrees in economics and...
2022-03-091h 11
Health and Wealth Podcast with Carter & TimTrishul Patel, CFP Helping Younger Investors Retire EarlyEpisode 48 - Trishul Patel, CFP®, currently lives in West Palm Beach, Florida. He achieved financial independence before 40, and with his 100% virtual advisory business, he gets up every day to help others do the same. To get where he’s at, he prioritized aggressive savings and identified the essential things in his life.Beyond finance and investing, Trishul is an entrepreneur and problem solver at heart. Creativity and curiosity have always been a part of him. He began soldering analog circuits at an early age and completed three degrees from Cornell University.
2022-03-021h 01
Health and Wealth Podcast with Carter & TimTim Robertson, Not All Trusted Advisors Are Built The SameEpisode 17 - Tim Robertson is driven by his faith, his work ethic, and the desire to make a difference in people’s lives. After half a decade of success as a mortgage banker helping people buy and refinance their homes, he joined his father, David, as a financial advisor at The Financial Center.“With my father, I saw first-hand how you can do more good for people on a remarkable level, change their lives and help them create intergenerational wealth,” Robertson says. “That’s incredibly special.”As an advisor with both his Series 7 and Series 6...
2022-02-231h 08
Health and Wealth Podcast with Carter & TimRyan Conley CFP, Embracing Legacy Planning For The Mass AffluentEpisode 47 - Ryan is a Wealth Advisor who specializes in providing comprehensive financial management and planning services to busy professionals. This includes financial organization, budget creation, cash-flow management, investment strategies for short- and long-term planning.There are other aspects to financial planning which are necessary and require other experts' involvement. When it comes to drafting wills, trusts, and LLC formations, tax planning, and/or estate planning Ryan works closely with his team of specialists to ensure those aspects of your plan are handled by professionals. Ryan’s primary goal is to help his clie...
2022-02-161h 03
Health and Wealth Podcast with Carter & TimFrank Byskov, CFA, CFP of Forty4 Financial- From Olympic Hopeful To Sharing His Passion For ESG InvestingEpisode 46 - Ever since Frank used some of his earnings from delivering newspapers to buy a few bonds at age 12, he has been interested in how finance and investments work. Back then, investment-grade bonds offered interest rates of 10% (those were the times), so the regular review of the bank statement was quite interesting.Several years, and money long spent on sports and education, the power of compound interest and investing revealed itself in an elective college course. That was the beginning of a tilt in academic focus (from general economics towards a master’s degree in fi...
2022-02-091h 04
Health and Wealth Podcast with Carter & TimShari Greco Reiches, Co-Founder, Principal, and Chief Visionary Officer of Rappaport Reiches Capital ManagementEpisode 45 - Shari Greco Reiches is Co-Founder, Principal, and Chief Visionary Officer of Rappaport Reiches Capital Management, an independent SEC-registered investment advisor. The firm was founded in 2005 to offer comprehensive financial planning and investment management. Shari is the architect of the firm's Maximize Your Return on Life Solution, which aligns clients' financial planning with their Core Values.She is a frequent speaker on financial planning and values, author of Maximize Your Return on Life - Invest Your Time and Money in What You Value Most, and enjoys mentoring women in the wealth management profession.
2022-02-021h 10
Health and Wealth Podcast with Carter & TimDionelle Rucker, FA, From West Point To Tax And Estate Planning SpecialistEpisode 44 - Dionelle Rucker has 10+ years of experience in the financial services industry. His background includes tax preparation, wealth management, and consulting for individuals and businesses. After finishing high school in San Antonio, TX, Dionelle graduated from The University of the Incarnate Word. He graduated with a bachelor’s degree in accounting and also a master’s degree in business administration. He currently runs a boutique financial services firm in San Antonio. His interests include spending time with his son, family, and friends, philanthropy, sports, and reading.WEALTH: Not getting enough clients? Book a FREE
2022-01-261h 03
Health and Wealth Podcast with Carter & TimDean Somes, Senior Wealth Manager, From Giant Slolam To Constructing PortfoliosEpisode 43 - Dean Somes is currently the Senior Wealth Manager at Three Bell Capital. Formerly, Dean was Vice President and Wealth Manager at Bank of New York Mellon and Senior Portfolio Manager for Cross Capital Partners, LP in Dallas, Texas.At seventeen, Dean discovered his passion for the stock markets while employed for a Dallas-based hedge fund, Tarpon Partners, and continued trading throughout his years at Boston College, where he earned dual B.A. degrees. In 2004, Dean joined Cross Capital Partners, a Texas family office focusing on investment management. He later became Cross Capital Partners’ lead tr...
2022-01-191h 18
Health and Wealth Podcast with Carter & TimMarti McLeish and Stephanie Murphy, Dynamic Duo Helping To Refine The Advisors’ PracticeEpisode 42 - Marti McLeish is an innovative and outcomes-oriented leader with 20 years of extensive progressive experience within the financial services industry. She provides meaningful and hands-on leadership, strategic planning and execution, business development, and operational excellence by drawing from her vast experience. She began her career in a leading Field Marketing Organization where she developed business strategies and marketing plans for over 100 different insurance and advisory firms.Stephanie Murphy started in Financial Services nearly 20 years ago, and it launched an incredible enthusiasm for small business leadership. During her decade-long tenure at a leading wholesaler, she held...
2022-01-121h 07
Health and Wealth Podcast with Carter & TimAmanda Bateman, Exploding Your Practice With A Client Super NicheEpisode 41 - Amanda Bateman’s financial career began in 2008 and was honed by her experience as an advisor for high net worth clients at Vanguard. Amanda has a Bachelor’s degree in Business Management from Liberty University and is a CERTIFIED FINANCIAL PLANNER™ professional with a deep understanding of investment strategies and the holistic nature of effective planning. At Dentist Advisors, Amanda gives her top-tier institutional experience a personal touch as she helps dentists reach their wealth-building potential. To Learn More About Amanda Bateman Go Here: https://dentistadvisors.com/team/amanda-bateman-cfp/
2022-01-0559 min
Health and Wealth Podcast with Carter & TimCarter and Tim, Sharing Podcast And Client SuccessEpisode 28 - When Tim and Carter decided to partner up and launch their podcast, they never imagined that so many different guests would want to become a part of the experience. With over 25 episodes now released, Tim and Carter discuss the reasons why this unique podcast has become so attractive for others to tell their journey. Our long-form podcast is engaging, intriguing, and most importantly a lot of FUN! Check out this update from the Co-Hosts of The Health and Wealth Podcast Show and see how you could be one of our upcoming guests. ...
2021-12-2950 min
Health and Wealth Podcast with Carter & TimBrad Mendel, CFP®, EA Training New Advisors From The Ground UpEpisode 40 - Brad joined Mendel Money Management in 2013 and currently serves as a Wealth Advisor. He graduated from Boston University in 2004 with a B.A. in Computer Science. He began his career as a small business consultant with a focus on their Information Technology infrastructure. In 2006, Brad decided to accept a position as an actuary at Shore Tompkins Actuarial Resources. His primary role was to consult with small business owners on the design and administration of their defined benefit and defined contribution plans. In 2012, Brad passed his final exam to become an Enrolled Actuary (EA). Since joining Mendel Money...
2021-12-221h 05
Health and Wealth Podcast with Carter & TimGary Korolev, From Russian Political Refugee To Wealth Manager ExtraordinaireEpisode 39 - Gary Korolev has used his 15 years of experience as a Wealth Manager with firms such as Morgan Stanley, Merrill Lynch, and Charles Schwab to build a comprehensive Wealth Advisory practice centered around meeting clients’ Investment Management, Risk Management, Estate Planning, and Retirement Planning needs. His practice focuses on High Net Worth individuals, families, and business owners with financial needs far beyond investment management. Gary’s clients are provided with a truly comprehensive Wealth Strategy that benefits from combining his extensive expertise in portfolio management, financial planning, and insurance with that of CPAs and Estate Planning Attorneys. ...
2021-12-151h 03
Health and Wealth Podcast with Carter & TimGary Loftsgard, Estate Planning Made Easy For EveryoneEpisode 38 - Gary A. Loftsgard, CFP founded Integrated Trust Systems (ITS) in 1985 as an outsource estate-planning specialty service for law firms and thereafter (1989) pioneered the now-popular concept of multi-disciplinary, advisory network estate planning. Under Gary's leadership, ITS subsequently developed a fully digitized, transformational eStatePlan™ auto processing system (My LifeCard Plan®).Gary's work over the years has produced innovative product technology and the construction of broad-based estate planning applications with unique model designs and implementation protocols. He has also written several articles and research papers on estate planning-related subjects and continues ongoing developmental work to enhance the ITS...
2021-12-081h 28
Health and Wealth Podcast with Carter & TimKimberly Skermer, The Approach Coaching MethodEpisode 37 - Kimberly’s experiences frame the wisdom needed to be the respected Coach she is today. More and more, Advisors crave REAL and CLEAR conversations around normalizing the actual efforts it takes to be a Business Owner. This knowledge led her transition of Coaching from a Sr Executive Management level down the path of Founder & Coach of The Approach Coaching Method.Every person will benefit from the RIGHT Coach. For over 20yrs, this experience has been proven true for the individuals she has championed. Her earned, respected point of view has gifted her with the ho...
2021-12-011h 22
Health and Wealth Podcast with Carter & TimChristian Aymond, Complimenting Portfolios With Interval FundsEpisode 36 - Christian Aymond has over 30 years of sales and marketing experience in the securities industry. Prior to co-founding A3 Financial Investments, Aymond was a Director at SBAM, an alternative credit hedge fund. Aymond also developed alternative strategy products in the 40 act space as a Co-founder and Principal of Absolute Investment Advisers, LLC. He has also held various marketing and sales management positions at Putnam Investments and Federated Investors, Inc. Aymond received a B.A. in Economics from Denison University. You can learn more about Christian Aymond on his website: https://www.a3...
2021-11-241h 27
Health and Wealth Podcast with Carter & TimADAM KELLER, CFP®, AEP®, Balancing Ego and Living AbundantlyEpisode 35 - Adam is an advisor in Richardson, Texas. He earned his B.B.A in International Business with a minor in Spanish from the University of Texas at Austin. Following graduation, Adam went to work overseas creating investment guides on developing countries highlighting foreign direct investment and joint venture opportunities in Turkey, Romania, and Azerbaijan. January of 2005 marked the beginning of his career in financial planning, and since then he’s earned his Certified Financial Planner and Accredited Estate Planner designations. Adventure, family, friends, and faith inspire Adam’s personal pursuits. Alongside his friends and business partners, Philip and...
2021-11-171h 23
Health and Wealth Podcast with Carter & TimMason Marozas-Why Hiring A Young Advisor Makes SenseEpisode 34 - Mason is a native of Olathe, KS, and recently had the privilege to graduate from the University of Kansas in Lawrence, where he received his degree in Finance. Mason has always liked to work: he began earning money at the age of twelve and, amazingly, found that he wanted to save the money he had worked so hard to acquire. The lesson he learned was to always save for a purpose.Mason believes he’s been blessed with an entrepreneurial spirit and a constant desire to learn. It’s become apparent to him that a si...
2021-11-101h 12
Health and Wealth Podcast with Carter & TimMike Rosenberg, Giving You The Tips, Tricks, and Tools To Be SuccessfulEpisode 33 - Prior to being a Sales Manager at SmartAsset, Mike was the Founder & COO of Creative Riff (2015 - 2018) which was an experiential marketing company. Mike is also on the finance committee for his Family Foundation. Mike Rosenberg has been helping support and develop marketing campaigns for financial advisors dating back to 2010. First, as a wholesaler for the company Natixis to currently a Sales Manager for the direct sales team at SmartAsset. You can learn more about the SmartAsset opportunities here: https://smartasset.com/financial-advisor/about WEALTH:
2021-11-031h 18
Health and Wealth Podcast with Carter & TimDavid Bigelow, CFP®, MBA Securing Professional Athletes Secure Their FutureEpisode 32 - Bringing peace of mind to clients is incredibly rewarding and his favorite part of delivering financial advice. David enjoys knowing he can relieve client stress by assuring them they have us in their corner constantly looking out for their financial wellness. David’s favorite part of the financial planning process is getting to know the client. “Just as there is so much more to people than their finances, there is so much more to a financial plan than numbers. The holistic approach we take to financial planning goes beyond just investment management, as we work to e...
2021-10-271h 09
Health and Wealth Podcast with Carter & TimOwen Demmerly CFP, Increase Your Profits By Finding Your NicheEpisode 31 - Experience & Expertise Owen specializes in working closely with individuals, families, and foundations/endowments to help them put in place better financial practices that result in achieving their short and long-term aspirations. At Greenspring, he is an integral part of the financial planning committee and leads the Baltimore chapter of The National Association of Personal Financial Advisors (NAPFA). Creating the best client experience is a passion for Owen. You can learn more about Owen Demmerly by visiting his website here. WEALTH: Not getting enough clients? Book a...
2021-10-201h 06
Health and Wealth Podcast with Carter & TimAyinde Holliman, Helping Families Build A Better FutureEpisode 30 - Ayinde Holliman is a licensed financial service professional that lives in the Charlotte, North Carolina area. He is focused on working with families to help them better understand the financial planning process and better prepare for what is coming next. He is accomplished with a master’s in business administration and a concentration in Finance.Ayinde is a father of 5 children, a loving husband, and a self-made businessman. Ayinde’s passion lies in assisting families to build a better and stronger financial future.WEALTH: Not getting enough clients?
2021-10-1359 min
Health and Wealth Podcast with Carter & TimAri Rastegar, Affectionately Known As The "Oracle of Austin"Episode 29 - A man of countless talents, Ari has been attached to a selection of inspiring creative projects. His movie acclaims include producing the documentary Five Years North; detailing the journey of an undocumented Guatemalan boy arriving in New York City. Additionally, this year, Ari is set to release his first book and has already been slated to be on the New York Times best-selling author’s list.Over his illustrious career, Ari has dealt with big-name celebrity clients and is now set to become the fastest-growing billionaire in the industry. Working with high-net-worth individuals on cr...
2021-10-061h 16
Health and Wealth Podcast with Carter & TimCarter and Tim, Sharing Podcast And Client SuccessEpisode 28 - When Tim and Carter decided to partner up and launch their podcast, they never imagined that so many different guests would want to become a part of the experience. With over 25 episodes now released, Tim and Carter discuss the reasons why this unique podcast has become so attractive for others to tell their journey. Our long-form podcast is engaging, intriguing, and most importantly a lot of FUN! Check out this update from the Co-Hosts of The Health and Wealth Podcast Show and see how you could be one of our upcoming guests. Hear all...
2021-09-2950 min
Health and Wealth Podcast with Carter & TimNancy Addison, How To Be Healthy And Happy At Any AgeEpisode 27 - Nancy Addison CHC, AADP – shatters the stereotype about healthy eating. This unique and courageous nutritionist cuts through the myths and misinformation about health and nutrition. She is the nutrition/health/lifestyle/cooking subject-matter expert. Nancy is the strategic advisor for healthful tips for being and living the healthiest life possible. If you want the straight and honest truth, with easy ways to take control of your health and reverse disease, hire Nancy as a speaker or counselor. You can also read one of her 6 award-winning books/cookbooks. Nutritionist and health consultant, #1 best-selling, international award-winning au...
2021-09-221h 09
Health and Wealth Podcast with Carter & TimMarlon Altoe, Financial Solutions For Divorced Couples and LGBTQEpisode 26 - Marlon Altoe is a proud member of the NADP and has a true passion in his life to bring solutions to the clients he serves.The National Association of Divorce Professionals (NADP) is the first to unite professionals in the legal, financial, mental health, and residential industries who serve divorcing clients. We provide access, connections, and results for our members and the unique opportunity to create strategic alliances within the divorce industry.The NADP is the pioneer of business to business divorce industry information and resources for an extensive range of...
2021-09-1558 min
Health and Wealth Podcast with Carter & TimTed Purdy, PGA Tour Winner, Getting High On GivingEpisode 5 - After beating Tiger Woods and many years on the PGA Tour, Ted Purdy accidentally stumbled into a new career around giving to those who were less fortunate. After one day Ted was hooked and now has helped thousands of families in his local community to have a higher quality of life. Check out this episode as three guys hang out and discuss what it takes to become a professional athlete at the highest level and how giving back to others is the ultimate high.WEALTH: Not getting enough clients? Book a...
2021-09-081h 02
Health and Wealth Podcast with Carter & TimSean Entin The Stroke Hacker and Traumatic Brain InjuriesEpisode 25 - Sean had everything until a freak accident caused a traumatic brain injury. He couldn't walk, talk, read or write and he had to relearn everything. Traditional medicine only got him so far in his recovery so he ventured into natural approaches and what he discovered made all the difference. Contact him at: www.StrokeHacker.comWEALTH: Not getting enough clients? Book a FREE 15-minute Client Acquisition Consultation with CEO | Carter Wilcoxson to learn how.HEALTH: Low on energy or overweight? Click here
2021-09-0159 min
Health and Wealth Podcast with Carter & TimMatt and Joanne Eby, JD. Bringing Estate Planning To The Working ClassEpisode 24 - As Founding Managing Partner of Nth Degree Financial Solutions, Eby, with his wife and Managing Partner Joanne Eby, offer an array of services across the broad spectrum of fiduciary and non-fiduciary products provided by financial institutions, including Trust Departments, Trust Companies, Corporate Trustees, Retirement Plan Services, Custodians, Registered Investment Advisors, and Broker-Dealer Firms.When ePIC Services Company was taking shape, founder Carter Wilcoxson recognized Eby’s depth and breadth and the valuable contributions he would bring to its board, revolutionizing the trust process for the modern age. “Carter and his team began building a virt...
2021-08-251h 33
Health and Wealth Podcast with Carter & TimRanda Hoffman, Exclusive Financial Planning Strategies For WomenEpisode 23 - Randa Hoffman is the owner and financial planner at Radiant Wealth Planning, a financial planning and investment management firm exclusively for women. She helps ease the uncertainty around retirement, tax planning, and transitioning wealth so that women can live a life they’ve always dreamt of. She holds an MBA and EA and lives in Newport Beach, CA. You can find her at https://radiantwealthplanning.com/ The show to educate, empower, and enlighten you on ALL things Health and Wealth! 🚀 🎧Make sure to follow, share, and like for...
2021-08-181h 08
Health and Wealth Podcast with Carter & TimWilbur You, Building Advisors Online Credibility and Lead GenerationEpisode 13 - Ask anyone at Youtech to describe Wilbur You, and all descriptions will lead you to the same sentiment: Wilbur is a leader. Eight years ago, however, Wilbur did not have his now 75+ employees to vouch for him. At the age of 21, with a bachelor’s degree from NIU in Computer Science, Wilbur started Youtech & Associates as a one-man operation. In his parents’ basement, he made 100 cold calls a day asking people to give him the opportunity to build their websites. Fast forward five years, and that solo venture is now a full-fledged integrated marketing agency with offices in N...
2021-08-111h 06
Health and Wealth Podcast with Carter & TimScott Treadway PhD, How To Read Supplement and Food Labels For Optimal HealthEpisode 21 - Dr. Scott Treadway, one of the top supplement formulators in the world, goes deep into reading supplements and food labels with the Health Hero Tim James. With their 51 years of combined experience in the supplement industry, Scott & Tim drop some bombshell advice on what to look out for when reading those pesky and oftentimes confusing labels. Some of what they share is so mind-blowing that you will definitely never look at a label the same again! The information they share is critically important to anyone that is trying their best to stay healthy, perform at top levels o...
2021-07-221h 38
Health and Wealth Podcast with Carter & TimCarter & Tim Back Story to Health and Wealth 🎤IT’S OFFICIAL!! Carter and Tim have launched their very own show to educate, empower, and enlighten you on ALL things Health and Wealth! 🚀 🎧Make sure to follow, share, and like for immediate access to this priceless information. WEALTH: Not getting enough clients? Book a FREE 15-minute Client Acquisition Consultation with CEO | Carter Wilcoxson to learn how. HEALTH: Low on energy or overweight? Click here and grab GREEN 85 Juice Formula or book a FREE 30-minute Health Strategy Session with Tim or one of his coach...
2021-07-141h 05
Health and Wealth Podcast with Carter & TimTim Robertson, Not All Trusted Advisors Are Built The SameEpisode 17 - Tim Robertson is driven by his faith, his work ethic, and the desire to make a difference in people’s lives. After half a decade of success as a mortgage banker helping people buy and refinance their homes, he joined his father, David, as a financial advisor at The Financial Center.“With my father, I saw first-hand how you can do more good for people on a remarkable level, change their lives and help them create intergenerational wealth,” Robertson says. “That’s incredibly special.”As an advisor with both his Series 7 and Series 6...
2021-05-121h 08