The Way2Wealth®: Recent Episodes
Scott Ford
The Way2Wealth® Podcast. Join Scott Ford each episode as he and some amazing guests untangle the complex issues of financial management. Financial Freedom is the goal and clarity and simplicity is how we’ll plan to get there. If you have a natural curiosity for learning a little more about the financial and want to have a little fun along the way, then you're in the right place.https://www.theway2wealth.com/Scott is the Managing Director, Partner & Wealth Advisor of Carson Wealth in Hagerstown, MD and Johnson City, TN, serving entrepreneurs, small business owners, executives, and families.https://www.carsonwealth.com/team-members/scott-ford/301-739-8505Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. 19833 Leitersburg Pike, Suite 1 Hagerstown, MD 21742.
Most of us think the hard part of entrepreneurship is strategy. Then we hit a moment where the tactics work, the money shows up, and we still feel restless, split, or oddly numb. That’s where this conversation goes. I’m joined by leadership coach and author Celine DaCosta to talk about shadow work, wholeness, and why the stories we tell about our past quietly shape our leadership, our relationships, and our financial decisions.
We dig into Carl Jung’s idea of the shadow and what “integration” looks like in real life: noticing the parts we’ve pushed away, bringing them back into awareness, and letting them belong. Celine shares a four-phase map of human transformation that shows up again and again for founders: awakening to a repeating pattern, reckoning with the identity that needs to die, entering the void and stillness after the chaos, and finally sharing a new story through your work. We also name a trap I see constantly in business and brand building: trying to launch, publish, or “rebrand” from phase two, then calling it a marketing problem when it’s really an identity problem.
From there we get practical. Celine walks me through a simple way to rewrite the future from a clean slate by dropping into the body, naming values, and choosing the path that expands rather than contracts. We close with her upcoming book, The Burning Ground, which tells the story of her circumnavigating the globe through pure human connection and turning that journey into a companion for anyone navigating a major transition.
If you’re building a purpose-driven business and you want a healthier relationship with money, work, and yourself, listen now. Subscribe, share this with a friend who’s in a crossroads season, and leave a review with your biggest takeaway.
More about our Guest, Celinne Da Costa
Thought Leader, Speaker and Author
Celinne Da Costa is an author, speaker, and advisor who helps leaders close the gap between who they are and how they lead—through story, subconscious reprogramming, and strategic communication.
Her methodology blends neuro-linguistic programming, somatic work, and cutting-edge brain-change techniques into a multidimensional approach that works across mind, body, and nervous system. This is how her clients create transformation that holds—not just insight that fades.
Featured in TEDx, Forbes, Entrepreneur, and Business Insider, Celinne has supported Fortune 150 executives, industry leaders, and thousands of students across 60+ countries to shed limiting stories and build what’s next—on their own terms.
Her mission is to support leaders to create meaningful change in the world by living, leading, and communicating from soul alignment—and become the greatest story they’ve ever told.
Website: https://celinnedacosta.com/
Email: celinne.da.costa@gmail.com
The Book: https://theburningground.com/
Facebook: https://www.facebook.com/CelinneDaCosta
Instagram: https://www.instagram.com/celinnedacosta/
X(Twitter): https://x.com/CelinneDaCosta
YouTube: https://www.youtube.com/c/CelinneDaCostaChannel
Hear Past episodes of the Way2Wealth Podcast!
https://theway2wealth.com
Learn more about our Host, Scott Ford, Managing Director, Partner & Wealth Advisor
https://www.carsonwealth.com/team-members/scott-ford/
Investment advisory services offered through CWM LLC, an SEC-registered investment advisor. Carson Partners, a division of CWM LLC, is a nationwide partnership of advisors. The opinions voiced in the Way to Wealth with Scott Ford are for general information only and are not intended to provide specific advice or recommendations for an individual. Past performance is no guarantee of future results. All indices are unmanaged and may not be invested into directly. Investing involves risk, including possible loss of principal. No strategy assures success or protects against loss. To determine what may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing. Guests on Way to Wealth are not affiliated with CWM, LLC. Legado Family is not affiliated with CWM LLC. Carson Wealth 19833 Leitersburg Pike, Suite 1, Hagerstown, Maryland, 21742.
Money gets treated like a scoreboard, but it usually starts as a story. Ben Laws and I dig into the early moments that shape how we think about wealth, from childhood lessons about fairness and scarcity to the subtle ways comparison rewires our sense of “enough.” If you have ever hit a financial milestone and felt strangely unchanged, we name why: money is not a destination, it is a capability multiplier. It makes you more of what you already are, for better or worse.
Then the conversation goes somewhere most investing podcasts never go. Ben shares the story of his son Benny, born with trisomy 18 and alive for 16 days, and how that experience clarified a question that sits behind every financial plan: are you alive or are you living? We talk about presence as power, why time is the most honest form of wealth, and how grief can strip away the scripts you inherit from family, culture, and social media.
That message becomes action through 16 Days, a nonprofit that helps NICU families afford to be with their babies when distance, work, and bills make it impossible. We also explore Benny Circle, a way for entrepreneurs and businesses to match giving and measure return on impact. We close with practical wealth management insights: why simplicity beats complexity, why listening is the most underrated financial skill, and why “know what you own and know why you own it” should be non negotiable.
If this hits home, share it with someone who is chasing a number, subscribe for more conversations that make money simple, and leave a review so more people can find the show.
Connect with Ben further:
Ben Laws, Evexia Wealth, CEO / Evexia Accounting, CEO / MaxLife, CEO
blaws@evexiawealth.com
715-697-8830
www.evexiawealth.com
1265 Main Street, Suite 105, Stevens Point, WI 54481
16Days.org - Charity started in honor of his son, Benny
Evexia Wealth - Wealth Coaching & Invest
YouTube: https://www.youtube.com/@MaxLifeBenLaws
LinkedIn: https://www.linkedin.com/in/ben-laws-844b926/
Instagram: https://www.instagram.com/thebenlaws/?hl=en
X/Twitter: https://x.com/_BenLaws
Facebook: https://www.facebook.com/benjamin.laws
Hear Past episodes of the Way2Wealth Podcast!
https://theway2wealth.com
Learn more about our Host, Scott Ford, Managing Director, Partner & Wealth Advisor
https://www.carsonwealth.com/team-members/scott-ford/
Investment advisory services offered through CWM LLC, an SEC-registered investment advisor. Carson Partners, a division of CWM LLC, is a nationwide partnership of advisors. The opinions voiced in the Way to Wealth with Scott Ford are for general information only and are not intended to provide specific advice or recommendations for an individual. Past performance is no guarantee of future results. All indices are unmanaged and may not be invested into directly. Investing involves risk, including possible loss of principal. No strategy assures success or protects against loss. To determine what may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing. Guests on Way to Wealth are not affiliated with CWM, LLC. Legado Family is not affiliated with CWM LLC. Carson Wealth 19833 Leitersburg Pike, Suite 1, Hagerstown, Maryland, 21742.
We sit down with Dr John Gray to connect love, stress, and biology to the day-to-day communication problems couples face. We talk hormones, polarity, and practical ways to lower cortisol so relationships feel warmer, simpler, and more alive.
• Dr Gray’s new “for women only” focus on being happy with or without a man
• Why modern stress makes relationships harder than past generations
• How gratitude and appreciation make a man feel like a hero
• Adrenaline vs cortisol and what each does to mood, focus, and connection
• Why men detach under stress and why women feel more emotion
• Rumination, displacement, and how a 10-minute talk can reset the day
• The difference between sharing feelings and complaining to force change
• Supplements and nutrition ideas discussed: lithium orotate, saffron, rhodiola, creatine
• Testosterone and estradiol, belly fat, menopause changes, and keeping attraction through polarity
John Gray, Author Men Are from Mars, Women Are from Venus
https://www.marsvenus.com
See John's new book here.
Mars Venus Heart Space app: Download Apple / Download Android
YouTube: https://www.youtube.com/JohnGrayMarsVenus
LinkedIn: https://www.linkedin.com/in/marsvenus/
Instagram: https://www.instagram.com/johngraymarsvenus_official/?hl=en
X/Twitter: https://x.com/MarsVenus
Facebook: https://www.facebook.com/Mars.Venus.John.Gray/
Hear Past episodes of the Way2Wealth Podcast!
https://theway2wealth.com
Learn more about our Host, Scott Ford, Managing Director, Partner & Wealth Advisor
https://www.carsonwealth.com/team-members/scott-ford/
Investment advisory services offered through CWM LLC, an SEC-registered investment advisor. Carson Partners, a division of CWM LLC, is a nationwide partnership of advisors. The opinions voiced in the Way to Wealth with Scott Ford are for general information only and are not intended to provide specific advice or recommendations for an individual. Past performance is no guarantee of future results. All indices are unmanaged and may not be invested into directly. Investing involves risk, including possible loss of principal. No strategy assures success or protects against loss. To determine what may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing. Guests on Way to Wealth are not affiliated with CWM, LLC. Legado Family is not affiliated with CWM LLC. Carson Wealth 19833 Leitersburg Pike, Suite 1, Hagerstown, Maryland, 21742.
We talk with business law attorney Chad Williams about what really drives founders to sell and how to prepare before the first serious offer shows up. We dig into why the headline price can be misleading, how to protect your leverage, and what planning looks like after the wire hits.
- reasons founders exit, from succession gaps to market pressure and burnout
- why taking chips off the table can restore confidence and reduce risk
- building a company to sell, and starting exit planning earlier than feels necessary
- the uneven playing field between experienced buyers and first-time sellers
- what an LOI really signals, and why terms matter as much as price
- using inbound buyer calls to gather intelligence and build a future target list
- setting non-negotiables and defining a walkaway to avoid sunk cost mistakes
- post-sale planning, including tax and estate considerations plus personal purpose
- avoiding post-exit traps like investing outside your lane without a process
About Chad:
Chad is a Partner and Business Law attorney at Lamb McErlane PC, he concentrates his practice in business transactions and dispute resolution.
Chad brings experience as an investment banker, in-house corporate counsel and corporate private practice attorney to his work advising clients on corporate, commercial and transactional matters. He serves as outside general counsel to many companies, providing advice and support throughout their growth, from formation and operational matters to merger and acquisition transactions. Chad has deep experience in mergers and acquisitions including both buy-side and sell-side representation, including private equity and strategic transactions. He also has significant experience advising senior management and boards of directors on matters relating to corporate governance, fiduciary duties, internal investigations and corporate financing transactions. In addition, Chad advises privately-held companies and family-owned businesses in connection with succession planning and business and partnership dispute resolution.
As a trusted advisor, Chad also advises his clients in connection with litigation matters in state and federal court in Pennsylvania and Delaware, and has been admitted pro hac vice in Wyoming.
Prior to joining Lamb McErlane, Chad was a partner with Saul Ewing, LLP. Chad began his career as a clerk to the Senior Justice of the Supreme Court of Delaware.
Chad Williams, Partner
Lamb McErlane PC, Attorneys At Law
24 E. Market Street, PO Box 565
West Chester, PA 19381
610.701.3269
If you want to connect with Chad, email ctwilliams@lambmcerlane.com or visit lambmcerlane.com.
Hear Past episodes of the Way2Wealth Podcast!
https://theway2wealth.com
Learn more about our Host, Scott Ford, Managing Director, Partner & Wealth Advisor
https://www.carsonwealth.com/team-members/scott-ford/
Investment advisory services offered through CWM LLC, an SEC-registered investment advisor. Carson Partners, a division of CWM LLC, is a nationwide partnership of advisors. The opinions voiced in the Way to Wealth with Scott Ford are for general information only and are not intended to provide specific advice or recommendations for an individual. Past performance is no guarantee of future results. All indices are unmanaged and may not be invested into directly. Investing involves risk, including possible loss of principal. No strategy assures success or protects against loss. To determine what may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing. Guests on Way to Wealth are not affiliated with CWM, LLC. Legado Family is not affiliated with CWM LLC. Carson Wealth 19833 Leitersburg Pike, Suite 1, Hagerstown, Maryland, 21742.
Your tax return can feel like a verdict, but it doesn’t have to be. I sit down with Bruce Willey, a rare combo of CPA and attorney, to talk about what most high-earning business owners never get from “normal” tax prep: an actual tax plan. We start with Bruce’s Tactical Games journey, where accuracy matters even when your heart rate is spiking, and how rebuilding his health after a 2018 stroke sharpened his focus on recovery, discipline, and long-term performance.
Then we get into the money. Bruce lays out the difference between tax compliance and tax strategy, why many CPAs are trained to look backward, and why planning is still possible for entrepreneurs and closely held businesses. We talk about building a blended approach instead of chasing one-off deductions, and a simple rule that saves people from bad decisions: don’t buy something you don’t need just to “save taxes.”
You’ll hear practical, code-based ideas like paying family members for real work, hiring your kids at fair market value, and using Roth IRA planning in a way many families overlook. We also cover the Augusta Rule and what the IRS expects when you use it, plus audit reality: documentation wins, credit card statements are not receipts, and material participation records can make or break certain deductions. We close with estate planning considerations around today’s elevated estate tax exemption, and where to follow Bruce’s work on Real Clear Markets.
If you found this helpful, subscribe, share the episode with a business owner who needs a better plan, and leave a review so more people can find the show.
How to connect with Bruce:
Founder & OwnerAmerican Tax & Business Planning
3519 Center Point Road NE
Cedar Rapids, IA, 52402Website: https://www.americantbp.com/
Phone: (319) 200-6716
Email: bwilley@americantbp.com
Youtube: https://www.youtube.com/@brucewilley3956
LinkedIn: https://www.linkedin.com/in/bruce-willey-b574b14/
Twitter: https://x.com/BWcatalyst
Facebook: https://www.facebook.com/Americantaxandbusinessplanning
Hear Past episodes of the Way2Wealth Podcast!
https://theway2wealth.com
Learn more about our Host, Scott Ford, Managing Director, Partner & Wealth Advisor
https://www.carsonwealth.com/team-members/scott-ford/
Investment advisory services offered through CWM LLC, an SEC-registered investment advisor. Carson Partners, a division of CWM LLC, is a nationwide partnership of advisors. The opinions voiced in the Way to Wealth with Scott Ford are for general information only and are not intended to provide specific advice or recommendations for an individual. Past performance is no guarantee of future results. All indices are unmanaged and may not be invested into directly. Investing involves risk, including possible loss of principal. No strategy assures success or protects against loss. To determine what may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing. Guests on Way to Wealth are not affiliated with CWM, LLC. Legado Family is not affiliated with CWM LLC. Carson Wealth 19833 Leitersburg Pike, Suite 1, Hagerstown, Maryland, 21742.
What if the richest life begins when you finally listen to your feelings? We sit down with Dr. Margaret Paul—best-selling author and co-creator of Inner Bonding—to rethink wealth as well-being and put love at the center of a life that feels good. Forget the myth that a bigger balance sheet guarantees joy. Dr. Paul has coached people with yachts, acclaim, and approval who still felt empty. Her insight is simple: happiness flows from how you treat yourself, especially under stress and in close relationships.
We unpack the health, wealth, wisdom, and happiness framework and explore why control patterns—anger, blame, withdrawal, caretaking—quietly drain connection. Dr. Paul outlines the six steps of Inner Bonding: feel your feelings, choose learning over control, get curious about pain, open to guidance, take loving action, and check your feelings for feedback. It’s a practical way to build a trustworthy “loving adult” who sets boundaries, speaks up, and rests without guilt.
We also clarify the “inner child”—your soul, wise and speaking through feelings, alongside wounded parts formed over time. When you take responsibility for that inner world, stress eases, health improves, and creativity returns. Personal power shifts from “power over” to alignment between guidance, compassion, and action—changing relationships, careers, and how money supports life.
If you’re ready to trade approval-chasing for real peace, this conversation offers clear steps and hope. Subscribe for more conversations that simplify money, elevate well-being, and help you live fully. If this resonated, share it with a friend and leave a quick review—what loving action will you take this week?
DR. MARGARET PAUL is a bestselling author, relationship expert, and co-creator of the powerful Inner Bonding® self-healing process. She has appeared on numerous radio and television shows (including Oprah). Her book titles include Do I Have to Give Up Me to Be Loved By You (over 1 million sold), Healing Your Aloneness, Inner Bonding" and the recently released Diet For Divine Connection and The Inner Bonding Workbook. Margaret has successfully worked with hundreds of thousands around the world and taught classes and seminars for over 53 years.
margaret@innerbonding.com
303-772-3508
https://www.innerbonding.com
Website | Instagram | YouTube | Facebook | LinkedIn
Hear Past episodes of the Way2Wealth Podcast!
https://theway2wealth.com
Learn more about our Host, Scott Ford, Managing Director, Partner & Wealth Advisor
https://www.carsonwealth.com/team-members/scott-ford/
Investment advisory services offered through CWM LLC, an SEC-registered investment advisor. Carson Partners, a division of CWM LLC, is a nationwide partnership of advisors. The opinions voiced in the Way to Wealth with Scott Ford are for general information only and are not intended to provide specific advice or recommendations for an individual. Past performance is no guarantee of future results. All indices are unmanaged and may not be invested into directly. Investing involves risk, including possible loss of principal. No strategy assures success or protects against loss. To determine what may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing. Guests on Way to Wealth are not affiliated with CWM, LLC. Legado Family is not affiliated with CWM LLC. Carson Wealth 19833 Leitersburg Pike, Suite 1, Hagerstown, Maryland, 21742.
If taxes are your biggest lifetime expense, why leave them to a once-a-year scramble? We zoom out and redesign how you plan, using strategies that compound savings over decades while improving cash flow and control today. With Ashley Sowers back in the studio, we explore how a wealth team sees the full picture—your goals, assets, timelines, and family dynamics—and turns today’s tax incentives into clear, defensible moves that simplify your life.
We reframe the goal: stop chasing zero tax and start paying a fair, predictable rate when it buys freedom. Ashley explains why extended individual brackets and a high standard deduction keep “taxes on sale,” how the enhanced senior deduction affects planning after 65, and when Roth conversions act like tax insurance. We then dig into practical wins: a 75-point tax checklist, tax diversification across taxable, tax-deferred, and tax-free buckets, beneficiary design to reduce the 10-year inherited IRA squeeze, and charitable tools like donor-advised funds and charitable remainder trusts.
The throughline is simplicity with intention—gaining options for retirement, volatility, and legacy while reducing lifetime taxes.
About our guest:
Ashley Sowers, Partner & Wealth Advisor at Carson Wealth Hagerstown
19833 Leitersburg Pike Suite 1
Hagerstown MD 21742
301-739-8505
www.carsonwealth.com
Converting from a traditional IRA to a Roth IRA is a taxable event.
Generally, a donor advised fund is a separately identified fund or account that is maintained and operated by a section 501(c)(3) organization, which is called a sponsoring organization. Each account is composed of contributions made by individual donors. Once the donor makes the contribution, the organization has legal control over it. However, the donor, or the donor's representative, retains advisory privileges with respect to the distribution of funds and the investment of assets in the account. Donors take a tax deduction for all contributions at the time they are made, even though the money may not be dispersed to a charity until much later.
Investment minimums and restrictions apply. The minimum investment amount for AQR Flex 145/45 is $1 million which must be in a taxable portfolio with assets that can be margined (including cash and cash equivalents, stocks, ETFs, equity mutual funds). The minimum investment amount for AQR Flex 250/150 is $3 million which must be in a taxable portfolio with assets that can be margined (including cash and cash equivalents, stocks, ETFs, equity mutual funds). A separate portfolio margin agreement is required.
Hear Past episodes of the Way2Wealth Podcast!
https://theway2wealth.com
Learn more about our Host, Scott Ford, Managing Director, Partner & Wealth Advisor
https://www.carsonwealth.com/team-members/scott-ford/
Investment advisory services offered through CWM LLC, an SEC-registered investment advisor. Carson Partners, a division of CWM LLC, is a nationwide partnership of advisors. The opinions voiced in the Way to Wealth with Scott Ford are for general information only and are not intended to provide specific advice or recommendations for an individual. Past performance is no guarantee of future results. All indices are unmanaged and may not be invested into directly. Investing involves risk, including possible loss of principal. No strategy assures success or protects against loss. To determine what may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing. Guests on Way to Wealth are not affiliated with CWM, LLC. Legado Family is not affiliated with CWM LLC. Carson Wealth 19833 Leitersburg Pike, Suite 1, Hagerstown, Maryland, 21742.
What if the real competitive edge in wealth management isn’t alpha, but alignment—of money with meaning, and business with a life you actually want? Scott Ford sits down with Scott Danner to unpack how a door-knocking advisor grew Freedom Street Partners into a$3.5B firm, partnered to scale even further, and built a framework for living that keeps ego in check and energy on purpose.
We dig into L.I.F.E.—Love, Impact, Faith, Energy—a simple, powerful compass for making decisions when life tilts out of balance. Love anchors the people who matter most. Impact moves beyond job titles into service and legacy. Faith keeps purpose bigger than pride. Energy ensures you show up with a healthy mind, body, and spirit. Rather than chasing a perfect balance, Danner embraces constant course corrections—nature’s homeostasis—and shares how this mindset steers both leadership and planning.
The industry is transforming fast. With more advisors retiring than entering the field, client continuity is at risk. Danner explains why thoughtful M&A isn’t just a liquidity event; it’s a client-first strategy that builds scalable, repeatable processes that endure. We talk about preparing to sell even if you never sell—because documenting your process, developing successors, and reducing key-person risk improves outcomes for clients and boosts enterprise value. We also tackle the mental health side of succession: how identity fused to a practice can derail deals, strain teams, and leave sellers adrift, and how to reframe control into purpose that outlasts any title.
If this conversation sparks a new question or a next step, share it with a colleague, subscribe for more, and leave a quick review—what’s one change you’ll make this week?
Connect with our guest:
Scott Danner, EVP, Head of Legacy at Steward Partners, Author and Host of the High Performance LIFE Podcast
Website - https://scottdanner.com/
Youtube - https://www.youtube.com/channel/UC7_zYDRBiJmLuVlwcCi3qzQ
LinkedIn - https://www.linkedin.com/company/scott-danner-freedom-street/
Instagram - https://www.instagram.com/scottwdanner/?hl=en
Facebook - https://www.facebook.com/authorscottdanner
Hear Past episodes of the Way2Wealth Podcast!
https://theway2wealth.com
Learn more about our Host, Scott Ford, Managing Director, Partner & Wealth Advisor
https://www.carsonwealth.com/team-members/scott-ford/
Investment advisory services offered through CWM LLC, an SEC-registered investment advisor. Carson Partners, a division of CWM LLC, is a nationwide partnership of advisors. The opinions voiced in the Way to Wealth with Scott Ford are for general information only and are not intended to provide specific advice or recommendations for an individual. Past performance is no guarantee of future results. All indices are unmanaged and may not be invested into directly. Investing involves risk, including possible loss of principal. No strategy assures success or protects against loss. To determine what may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing. Guests on Way to Wealth are not affiliated with CWM, LLC. Legado Family is not affiliated with CWM LLC. Carson Wealth 19833 Leitersburg Pike, Suite 1, Hagerstown, Maryland, 21742.
Feeling buried by work yet driven to do more? We sat down with operations leader Bob Hendrickson to explore a simple truth with big consequences: you can’t manage time, only commitments. From the factory floor to running multi-facility, make-to-order operations at Steelcase, Bob shows how lean principles and David Allen’s Getting Things Done combine into a trusted system that lowers stress and raises output—at work and at home.
We trace Bob’s path through hypergrowth, crisis, and supply chain shocks, and unpack why systems outperform willpower. Bob shares his “compass” for action: start with self-mastery (a personal GTD setup that holds every promise), harmonize the team (short huddles, clear owners, visible outcomes), leverage proven systems (Toyota’s TPS, two-second lean, Scaling Up, topgrading), and let results follow. The conversation gets tactical fast: define what done looks like, break work into the next visible step, capture ideas the moment they appear, and review lists by context so the right options surface at the right time.
Ready to build a system you trust? Listen now, share it with someone who needs less stress and more momentum, and subscribe for more conversations on making money simple so you can fully live today. If this helped, leave a quick review—it helps others find the show.
Get to know our guestBob started at Steelcase fresh out of high school in 1988 working on the production line, assembling file cabinets. Over the years, Bob was given opportunities to work in a variety of Operations and Product Development roles, including Director of Lean / Continuous Improvement, Plant Manager of our Seating operation, and Director of Operations Integration, working to integrate the various elements of Operations to function more effectively, as well as to integrate the latest technology into manufacturing. Bob is currently Director, US Operations at Steelcase. He’s also an internal coach & teacher on various aspects of enterprise excellence including Lean manufacturing, strategy deployment and the “Getting Things Done” (GTD) methodology. Previously, he held positions as plant manager, superintendent and director of lean / continuous improvement. He resides in East Grand Rapids with his wife Kristen and children.
Bob Hendriksen, Director, US Operations at Steelcase
bob.improve@gmail.com
616.291.8584
Email | YouTube | LinkedIn
Hear Past episodes of the Way2Wealth Podcast!
https://theway2wealth.com
Learn more about our Host, Scott Ford, Managing Director, Partner & Wealth Advisor
https://www.carsonwealth.com/team-members/scott-ford/
Investment advisory services offered through CWM LLC, an SEC-registered investment advisor. Carson Partners, a division of CWM LLC, is a nationwide partnership of advisors. The opinions voiced in the Way to Wealth with Scott Ford are for general information only and are not intended to provide specific advice or recommendations for an individual. Past performance is no guarantee of future results. All indices are unmanaged and may not be invested into directly. Investing involves risk, including possible loss of principal. No strategy assures success or protects against loss. To determine what may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing. Guests on Way to Wealth are not affiliated with CWM, LLC. Legado Family is not affiliated with CWM LLC. Carson Wealth 19833 Leitersburg Pike, Suite 1, Hagerstown, Maryland, 21742.
Stop letting your tax return tell the only story about your money. We invited Rob Cook—CPA, CFP, and seasoned advisor to executives, athletes, and families—to break down how real tax strategy starts with who you are, where you want to go, and the few moves that actually change your outcome. Instead of chasing every trick on the internet, Rob shows why stacking “base hits” creates immediate savings and flexibility, and how to choose one or two “home runs” that fit your strengths.
We talk through the crucial difference between a historian CPA who files forms and a strategic partner who looks through the windshield. You’ll hear why high-earning W‑2 professionals are not stuck, how accredited status opens meaningful options, and how to avoid complexity that rich headlines can afford but most people can’t defend. Rob shares a simple, repeatable process: clarify your goals and constraints, close tax leaks hiding in plain sight, align strategy with life and cash flow, then implement and iterate as your fastball evolves.
From HSAs, donor-advised funds, and retirement plan design to QSBS, cost segregation, and real estate professional status, we separate the tools from the hype. You’ll learn how to convert personal costs into valid business deductions when facts allow, why lifestyle creep kills deployable capital, and how a personal CFO framework helps you save taxes without sacrificing sanity. The goal is clarity and control: a lighter tax bill, a simpler structure, and more energy for the work and people you love.
If you’re ready to make money simple and build around your true wealth creation play, this conversation is your blueprint. Subscribe, share with a friend who needs a better plan, and leave a review telling us your top “base hit” to implement this week.
With over 10 years of experience in accounting and wealth management, Rob has worked with everyone from CEOs and world-class athletes to local families, helping them reduce taxes, build wealth, and achieve financial freedom. Holding both a Master’s and Bachelor’s in Accounting from BYU, he is a Certified Public Accountant (CPA), Certified Financial Planner (CFP®), and has passed Level I of the Chartered Financial Analyst (CFA) exam.
Known for bringing both expertise and personality to finance, Rob is passionate about personal finance, taxes, and investing. Frustrated with the industry’s lack of real impact, he set out to truly help people transform their financial futures—and now, that’s what he does every day.
Connect with Rob Cook:
Rob Cook, Bement & Company, Director of Strategic Tax
380 North 200 West Ste 112 Bountiful, UT 84010
801-936-1900
rob@bementcompany.com
https://bementcompany.com/
Website | LinkedIn
Hear Past episodes of the Way2Wealth Podcast!
https://theway2wealth.com
Learn more about our Host, Scott Ford, Managing Director, Partner & Wealth Advisor
https://www.carsonwealth.com/team-members/scott-ford/
Investment advisory services offered through CWM LLC, an SEC-registered investment advisor. Carson Partners, a division of CWM LLC, is a nationwide partnership of advisors. The opinions voiced in the Way to Wealth with Scott Ford are for general information only and are not intended to provide specific advice or recommendations for an individual. Past performance is no guarantee of future results. All indices are unmanaged and may not be invested into directly. Investing involves risk, including possible loss of principal. No strategy assures success or protects against loss. To determine what may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing. Guests on Way to Wealth are not affiliated with CWM, LLC. Legado Family is not affiliated with CWM LLC. Carson Wealth 19833 Leitersburg Pike, Suite 1, Hagerstown, Maryland, 21742.
A son on the brink calls his father from a riverbank and hears an answer he never expected: “I think I have some answers. Trust me.” That moment unlocks a story about real wealth—not assets, but well-being—and the hard, human path to get it back.
We sit with Jacob Ford as he traces a line from a split home to two combat deployments, the loss of purpose after service, and a three-year fall into alcohol and opiates that led to five overdoses. The turning point is vulnerable and specific: a ten-day protocol blending NAD amino acid therapy, plant-based medicine, and daily journaling in a quiet West Virginia treehouse, with his dad beside him as he confronted the scared child within. Jacob returns with clarity, love, and a vow to help others find their way home—founding Warrior Tribe Assembly alongside veteran leader Gary Hess.
Gary brings the other half of the truth: the weight of moral injury, the limits of a decade of conventional treatments, and why a peer-led container with clinical oversight can change outcomes. He lays out a practical toolkit—breath work, ice baths, meditation, stillness, intention setting—and explains how “soul retrieval” isn’t escape, but reconnection. We talk about the entrepreneurs who outrun pain with productivity, the ceilings built by old stories, and how making the unconscious conscious frees us to choose differently. This is not about transcendence; it’s integration. It’s learning to sit with shame, grief, and fear until they alchemize into agency.
If you or someone you love is a veteran, first responder, trauma survivor, or a founder hitting invisible walls, you’ll hear both hope and a plan: structure, community, and embodied practices that stabilize and restore choice. Ready to learn more or reach out for support? Visit warriortribeassembly.com. If this conversation moved you, subscribe, share it with a friend, and leave a review so more people can find their way back to well-being.
Connect with our guests:
Jacob Ford, Mental Health Specialist, Warrior Tribe Assembly
j.ford1995@hotmail.com
304.616.1019
Gary Hess, Founder, The Warrior Tribe Assembly
gary.hess@vahahealth.com
https://warriortribeassembly.com/
819 4th St, Gretna, LA 70053
Website: https://warriortribeassembly.com/
Twitter: https://x.com/WarriorTribePod
Youtube: https://www.youtube.com/@WarriorTribeMA/videos
LinkedIn: https://www.linkedin.com/in/jacob-ford-a18521136/
Hear Past episodes of the Way2Wealth Podcast!
https://theway2wealth.com
Learn more about our Host, Scott Ford, Managing Director, Partner & Wealth Advisor
https://www.carsonwealth.com/team-members/scott-ford/
Investment advisory services offered through CWM LLC, an SEC-registered investment advisor. Carson Partners, a division of CWM LLC, is a nationwide partnership of advisors. The opinions voiced in the Way to Wealth with Scott Ford are for general information only and are not intended to provide specific advice or recommendations for an individual. Past performance is no guarantee of future results. All indices are unmanaged and may not be invested into directly. Investing involves risk, including possible loss of principal. No strategy assures success or protects against loss. To determine what may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing. Guests on Way to Wealth are not affiliated with CWM, LLC. Legado Family is not affiliated with CWM LLC. Carson Wealth 19833 Leitersburg Pike, Suite 1, Hagerstown, Maryland, 21742.
Ever wonder why some founders exit with clarity and calm while others get trapped by their own success? We sit down with M&A advisor Brian Goodhart of Capstone Strategic to unpack the real mechanics of selling a mid-market business—what buyers actually value, how timing and structure shape outcomes, and why “someday” is a dangerously vague plan. If your company is your largest asset, this conversation helps you protect it.
We go deep on the difference between owning a job and owning a transferable business, the quiet power of clean financials, and building a leadership bench that can run without you. Brian lays out a simple three-phase process—planning and preparation, outreach and engagement, and deal advisory to close—that keeps confidentiality tight, aligns buyer conversations with your priorities, and reduces surprises in diligence. We also break down the “selling equation,” a mix of price, terms, post-close involvement, timing, operational changes, and the personal X-factors that matter to you. Define these early and you invite offers that fit, not just numbers that flatter.
Founder fatigue is real, and naming it can save value. We talk openly about burnout, why starting early creates options, and how knowing your “enough” number guides smarter deal structures—from taking some chips off the table to rolling equity for upside. The twist? Preparing to sell often makes the business stronger and more enjoyable, so you may choose not to transact at all. That’s the point: optionality. If you want a sale on your terms, or simply a company that runs better now, this is your roadmap.
If this resonates, follow and share the show, and leave a review with the one question you still have about selling your business. Your question might shape a future episode.
About Our Guest:
Brian Goodhart
Capstone Strategic, Director, M&A Advisory Services
8521 Leesburg Pike, Suite 230, Vienna VA 22182
bgoodhart@gmail.com
717-372-2403
www.capstonestrategic.com
As Director of Capstone’s M&A Advisory Services, Brian is a proven Growth Engineer experienced in conducting middle-market transactions on both the buy and sell sides. He works side-by-side with clients throughout the deal making process.
LinkedIn | Email | Website
Hear Past episodes of the Way2Wealth Podcast!
https://theway2wealth.com
Learn more about our Host, Scott Ford, Managing Director, Partner & Wealth Advisor
https://www.carsonwealth.com/team-members/scott-ford/
Investment advisory services offered through CWM LLC, an SEC-registered investment advisor. Carson Partners, a division of CWM LLC, is a nationwide partnership of advisors. The opinions voiced in the Way to Wealth with Scott Ford are for general information only and are not intended to provide specific advice or recommendations for an individual. Past performance is no guarantee of future results. All indices are unmanaged and may not be invested into directly. Investing involves risk, including possible loss of principal. No strategy assures success or protects against loss. To determine what may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing. Guests on Way to Wealth are not affiliated with CWM, LLC. Legado Family is not affiliated with CWM LLC. Carson Wealth 19833 Leitersburg Pike, Suite 1, Hagerstown, Maryland, 21742.
What if the word “wealth” never meant money first? We open up the original meaning—well-being—and use it as a compass for healthier families, stronger decisions, and better outcomes. With James E. Hughes Jr. and Rich Christiansen, we unpack why fortunes dissipate, how culture compounds, and where law and leadership can finally serve the humans between the bank accounts.
We dive into the universal proverb of “shirt sleeves to shirt sleeves,” reframing it through entropy and agency: you can’t defy the physics, but you can choose when. That choice hinges on adding energy—welcoming new members as contributors, developing elders who steward transitions, and creating rites of passage that embed values at critical ages. We explore joint decision making as the core of social capital, practical ways to honor different learning styles, and the Iroquois model of seven-generation thinking and the chief for peace—wisdom that turns meetings into meaningful governance.
Then we get pragmatic. What makes a trust actually work for people? Start with two lines: “This trust is a gift of love. This trust exists to enhance the lives of its beneficiaries.” We discuss Delaware’s well-being trust, how to avoid founder-dominated “family offices,” and why every serious office needs a Chief Learning Officer to design experiences, not just deliver reports. Finally, we connect capital and conscience: align investments with values to reduce internal friction and build capability that lasts. If wealth is well-being, money should serve health, wisdom, relationships, and purpose—not the other way around.
If this resonates, follow the show, share it with someone building a legacy, and leave a review with one practice you’ll adopt this year. Your insight might be the spark another family needs.
About Our Guests:
James E. Hughes Jr., The James E. Hughes Jr. Foundation
2000 Morris Avenue Suite 1300, Birmingham, AL 35203
adandrea@jehlaw.com
(917) 403-1501
https://www.jamesehughes.com/
Rich Christiansen, Founder of Legado Family
PO Box 965, Spanish Fork UT 84660
richchristiansen@gmail.com
www.legadofamily.com
Hear Past episodes of the Way2Wealth Podcast!
https://theway2wealth.com
Learn more about our Host, Scott Ford, Managing Director, Partner & Wealth Advisor
https://www.carsonwealth.com/team-members/scott-ford/
Investment advisory services offered through CWM LLC, an SEC-registered investment advisor. Carson Partners, a division of CWM LLC, is a nationwide partnership of advisors. The opinions voiced in the Way to Wealth with Scott Ford are for general information only and are not intended to provide specific advice or recommendations for an individual. Past performance is no guarantee of future results. All indices are unmanaged and may not be invested into directly. Investing involves risk, including possible loss of principal. No strategy assures success or protects against loss. To determine what may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing. Guests on Way to Wealth are not affiliated with CWM, LLC. Legado Family is not affiliated with CWM LLC. Carson Wealth 19833 Leitersburg Pike, Suite 1, Hagerstown, Maryland, 21742.
What if your business could be a vehicle for freedom rather than consuming your life? In this illuminating conversation, Liz Hartke, founder of Luminary Leadership, reveals the transformational shift from "force" to "flow" that has helped countless entrepreneurs escape the treadmill of busyness to create fulfilling businesses.
After 14 years helping business owners scale their companies, Liz discovered a universal truth: most entrepreneurs hit ceilings not because of flawed strategies, but because their businesses outgrow their leadership. The solution isn't another marketing tactic or hire – it's unlocking the leader.
Through frameworks like the Visionary Matrix, Liz identifies how entrepreneurs get stuck in the "heavy but easy" quadrant – doing work that generates income but feels suffocating and misaligned with their deeper calling. The path forward requires courage to step into the "light but hard" quadrant – activities that energize you despite being challenging.
Particularly fascinating is Liz's approach to family integration. Rather than compartmentalizing work and family, she involves her four children in her entrepreneurial journey, making her business their classroom. Her 10-year-old researches with AI, her 8-year-old learns photography, and they host mastermind events in their home. This integration creates powerful learning opportunities while eliminating the soul-draining feeling of being constantly divided between priorities.
Most compelling is the revelation that when leaders spend more time in their "sweet spot," business growth accelerates rather than stalls. The average successful entrepreneur spends less than 5% of their time doing what truly energizes them. Increasing this percentage creates a "ripple effect that is divinely orchestrated" – doors open, clarity emerges, and success follows naturally.
Whether you're struggling with entrepreneurial burnout or seeking greater alignment between your business and life's calling, this episode offers practical wisdom for making the shift from constant grinding to purposeful flow. Ready to find your "Big Next" and create a business that fuels rather than drains your life? This conversation is your starting point.
Visit luminaryleadershipco.com/harmony for free harmony-building prompts that have helped entrepreneurs break through limiting patterns and reconnect with what matters.
Elizabeth Hartke, CEO Luminary Leadership Co.
Salem, NH 03073
YouTube | LinkedIn | Instagram
Hear Past episodes of the Way2Wealth Podcast!
https://theway2wealth.com
Learn more about our Host, Scott Ford, Managing Director, Partner & Wealth Advisor
https://www.carsonwealth.com/team-members/scott-ford/
Investment advisory services offered through CWM LLC, an SEC-registered investment advisor. Carson Partners, a division of CWM LLC, is a nationwide partnership of advisors. The opinions voiced in the Way to Wealth with Scott Ford are for general information only and are not intended to provide specific advice or recommendations for an individual. Past performance is no guarantee of future results. All indices are unmanaged and may not be invested into directly. Investing involves risk, including possible loss of principal. No strategy assures success or protects against loss. To determine what may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing. Guests on Way to Wealth are not affiliated with CWM, LLC. Legado Family is not affiliated with CWM LLC. Carson Wealth 19833 Leitersburg Pike, Suite 1, Hagerstown, Maryland, 21742.
What if the key to your child's educational success isn't found in textbooks or traditional classrooms, but in tapping into what already fascinates them? In this captivating conversation with Connor Boyack, bestselling author of the Tuttle Twins series (which has sold an astonishing 6 million copies), we explore how parents can become more intentional in transmitting values while honoring their children's individuality.
Connor shares his powerful "passion-driven education" approach, demonstrating how speaking your child's language—whether that's Dungeons & Dragons, Angry Birds, or anything else they love—creates natural pathways to learning complex concepts. Rather than forcing children to memorize information "just in case" they might need it someday, this method leverages their existing interests to introduce new ideas when they're most receptive.
The statistics Connor reveals are eye-opening: one in four Gen Z individuals regret attending college, and only 52% of people work in fields related to their degrees. Through his Praxis program, Children's Entrepreneur Market (reaching over 100,000 kids annually), and other initiatives, Connor is building viable alternatives to traditional education paths—options that develop crucial skills like resourcefulness, critical thinking, and value creation.
We dive deep into the tension between family values and individuality, exploring how parents can transmit their beliefs while raising children confident enough to challenge authority—even parental authority. As Connor puts it: "If America is to be saved, it's at the family dinner table," through rebuilding social fabric and encouraging voluntary community building rather than government dependence.
Whether you're a parent, grandparent, educator, or simply someone interested in how we prepare the next generation, this episode offers refreshing perspectives on education, entrepreneurship, and intentional parenting. Visit libertas.org to explore Connor's resources and discover how you might implement these ideas in your own family or community.
Connor Boyack, President of Libertas Network
2183 W Main Street, Suite A102
Lehi, UT 84043
801-901-0310
https://connorboyack.com/
Tuttle Twins - https://tuttletwins.com/
The Children’s Entrepreneur Market - https://kidsmarkets.com/
Instagram - https://www.instagram.com/tuttletwins/
LinkedIn - https://www.linkedin.com/in/cboyack
Hear Past episodes of the Way2Wealth Podcast!
https://theway2wealth.com
Learn more about our Host, Scott Ford, Managing Director, Partner & Wealth Advisor
https://www.carsonwealth.com/team-members/scott-ford/
Investment advisory services offered through CWM LLC, an SEC-registered investment advisor. Carson Partners, a division of CWM LLC, is a nationwide partnership of advisors. The opinions voiced in the Way to Wealth with Scott Ford are for general information only and are not intended to provide specific advice or recommendations for an individual. Past performance is no guarantee of future results. All indices are unmanaged and may not be invested into directly. Investing involves risk, including possible loss of principal. No strategy assures success or protects against loss. To determine what may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing. Guests on Way to Wealth are not affiliated with CWM, LLC. Legado Family is not affiliated with CWM LLC. Carson Wealth 19833 Leitersburg Pike, Suite 1, Hagerstown, Maryland, 21742.
What if your greatest leadership asset isn't another strategy or skill, but an untapped wellspring of wisdom already within you?
In this illuminating conversation with integrative executive coach Mara Benner, we explore the revolutionary concept of "inner wealth" - the gold standard for today's visionary leaders. Drawing from her 20+ years of experience working with Fortune 100 executives, Mara reveals how exceptional leadership emerges when we balance our sympathetic (fight-or-flight) and parasympathetic (rest-and-digest) nervous systems.
Most high-achievers remain stuck in sympathetic overdrive, pushing harder when facing challenges. Yet as Mara explains, this approach blocks access to our inner guidance system - that intuitive intelligence that Steve Jobs tapped into during his famous two-week meditation retreats before developing groundbreaking products. Through practical techniques like alternative nostril breathing and energy currency tracking, she demonstrates how leaders can access this wellspring of creativity and clarity.
The conversation ventures into fascinating territory around shadow integration, seasonal leadership rhythms, and the difference between force and flow in entrepreneurship. We discuss how leaders must learn to distinguish between analytical mind chatter (which excels at execution but keeps us trapped in mental rumination) and the deeper wisdom of intuition that provides unexpected solutions and visionary direction.
As we navigate an era of unprecedented change and AI advancement, Mara argues that this inner wealth - not just technical skill - will differentiate exceptional leaders. Her approach isn't about abandoning drive or ambition, but channeling these qualities through inner wisdom instead of ego-driven effort, resulting in sustainable success without burnout.
Ready to transform your leadership from the inside out? Download Mara's eight dimensions of wellness assessment at TrueNorthExecutiveCoaching.com and discover how balancing your nervous system might be the breakthrough your leadership needs.
Connect with our guest:
Mara Benner, True North Executive Coaching, President
908 New Hampshire Ave NW Suite #200
Washington D.C. 20037
703-776-0102
LinkedIn: https://www.linkedin.com/in/mara-benner-truenorthexecutivecoaching/
Instagram: https://www.instagram.com/truenorthexecutivecoaching/
Facebook: https://www.fa
Hear Past episodes of the Way2Wealth Podcast!
https://theway2wealth.com
Learn more about our Host, Scott Ford, Managing Director, Partner & Wealth Advisor
https://www.carsonwealth.com/team-members/scott-ford/
Investment advisory services offered through CWM LLC, an SEC-registered investment advisor. Carson Partners, a division of CWM LLC, is a nationwide partnership of advisors. The opinions voiced in the Way to Wealth with Scott Ford are for general information only and are not intended to provide specific advice or recommendations for an individual. Past performance is no guarantee of future results. All indices are unmanaged and may not be invested into directly. Investing involves risk, including possible loss of principal. No strategy assures success or protects against loss. To determine what may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing. Guests on Way to Wealth are not affiliated with CWM, LLC. Legado Family is not affiliated with CWM LLC. Carson Wealth 19833 Leitersburg Pike, Suite 1, Hagerstown, Maryland, 21742.
What if everything you've been told about retirement planning is fundamentally wrong? What if focusing on an arbitrary retirement age is actually preventing you from living your best life right now?
In this eye-opening conversation, Scott Ford welcomes Derek Coburn, USA Today bestselling author of "Let's Retire Retirement," who shares a revolutionary financial perspective that could transform how you balance present enjoyment with future security. Through his "Tale of Two Tonys," Derek reveals a shocking mathematical reality: extending your working life by just 10 years could reduce your required monthly savings by up to 96%. This isn't about working forever—it's about recognizing that most people don't actually want decades of complete inactivity and adjusting your financial plan accordingly.
The discussion takes a deeply personal turn when Derek shares his "Time Machine Effect," asking what you would pay to travel back in time for one more bedtime routine with your 10-year-old child. Most would gladly write a $50,000 check for such an opportunity, yet we rush through these priceless moments daily. Even more sobering: by the time your children leave for college, you've already spent 93% of the total time you'll ever spend with them. These insights aren't meant to induce guilt but to inspire intentionality about how we allocate our most precious resources—time, energy, and yes, money.
Scott and Derek also explore Carl Jung's concept of individuation—becoming who we're truly meant to be—and how traditional retirement planning often works against this essential human journey. Through their candid exchange about making money "clean" and creating business models with fewer conflicts of interest, they offer a refreshing take on financial planning that prioritizes living authentically now rather than postponing fulfillment for some distant future.
Whether you're just starting your career or approaching traditional retirement age, this conversation invites you to question your assumptions and consider a more balanced approach to wealth that honors both your future security and your present joy. Listen in and discover how you might be able to redirect resources toward what truly matters—today.
Connect with our guest:
Derek Coburn, Author, Let’s Retire Retirement
3511 N Potomac St
Arlington VA 22213
(202) 714-7800
Website: https://www.derekcoburn.com/
LinkedIn: https://www.linkedin.com/in/derekcoburn/
Facebook: https://www.facebook.com/derekcoburnxdc/
X:
Hear Past episodes of the Way2Wealth Podcast!
https://theway2wealth.com
Learn more about our Host, Scott Ford, Managing Director, Partner & Wealth Advisor
https://www.carsonwealth.com/team-members/scott-ford/
Investment advisory services offered through CWM LLC, an SEC-registered investment advisor. Carson Partners, a division of CWM LLC, is a nationwide partnership of advisors. The opinions voiced in the Way to Wealth with Scott Ford are for general information only and are not intended to provide specific advice or recommendations for an individual. Past performance is no guarantee of future results. All indices are unmanaged and may not be invested into directly. Investing involves risk, including possible loss of principal. No strategy assures success or protects against loss. To determine what may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing. Guests on Way to Wealth are not affiliated with CWM, LLC. Legado Family is not affiliated with CWM LLC. Carson Wealth 19833 Leitersburg Pike, Suite 1, Hagerstown, Maryland, 21742.
Looking for the secrets to sustainable success? Strength coach Jim Laird reveals why the strategies that made you successful might be secretly undermining your health and long-term performance.
In this eye-opening conversation, Scott Ford and Jim Laird explore the delicate balance between achievement and wellbeing that eludes so many high performers. Laird draws a powerful parallel between financial resources and physical energy—both have limits that must be respected. "A lot of times people just think that their body is just this unlimited credit card that they can keep charging, and it's not," Laird explains.
The discussion illuminates how many driven entrepreneurs and professionals use work and intense exercise as coping mechanisms for past trauma. This creates a dangerous cycle where the very traits that fuel success—relentless drive, ability to push through discomfort—eventually become limitations. Laird shares insights from decades of working with elite athletes and high-achieving professionals on breaking this pattern.
What makes this episode particularly valuable is its practical approach. Rather than vague wellness advice, Laird offers three specific, science-backed practices anyone can implement: walking outside after meals (which manages blood sugar as effectively as medication while reducing stress), practicing present-moment awareness, and ensuring adequate protein at each meal. These simple interventions yield compound returns for both health and performance.
The conversation takes a fascinating turn when Laird explains how different body types require different approaches—"some people are monster trucks, some are Ferraris"—and how understanding your unique physiology allows you to work with your nature rather than against it. This personalized perspective is refreshingly different from one-size-fits-all health advice.
Ready to stop the cycle of pushing until breakdown? Join us to discover how working with your body's natural rhythms can create sustainable success that doesn't come at the cost of your health, relationships, or quality of life.
About our guest:
Jim Laird
Health & Wellness Coach
Stillman Wellness
405 Fifth Avenue South, Suite 200, Office #6
Naples, FL 34102
LinkedIn: https://www.linkedin.com/in/jim-laird-71a68531/
Instagram: @gymlaird
X: @jimlaird44
Hear Past episodes of the Way2Wealth Podcast!
https://theway2wealth.com
Learn more about our Host, Scott Ford, Managing Director, Partner & Wealth Advisor
https://www.carsonwealth.com/team-members/scott-ford/
Investment advisory services offered through CWM LLC, an SEC-registered investment advisor. Carson Partners, a division of CWM LLC, is a nationwide partnership of advisors. The opinions voiced in the Way to Wealth with Scott Ford are for general information only and are not intended to provide specific advice or recommendations for an individual. Past performance is no guarantee of future results. All indices are unmanaged and may not be invested into directly. Investing involves risk, including possible loss of principal. No strategy assures success or protects against loss. To determine what may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing. Guests on Way to Wealth are not affiliated with CWM, LLC. Legado Family is not affiliated with CWM LLC. Carson Wealth 19833 Leitersburg Pike, Suite 1, Hagerstown, Maryland, 21742.
What if everything you've been told about healthcare is backward? Dr. Leland Stillman joins Scott Ford to reveal how modern medicine has become an ascension marketing model – starting with inexpensive prescriptions before gradually escalating to costly procedures, all while failing to address the foundations of true health.
For busy professionals and entrepreneurs, this broken system presents unique challenges. When you're juggling responsibilities and operating on tight schedules, you need healthcare that respects your time while addressing root causes, not just symptoms. Dr. Stillman shares his revolutionary approach to simplifying complex health information while maintaining a comprehensive perspective – what he calls focusing on the "low-hanging fruit" before pursuing specialized interventions.
The conversation takes a fascinating turn when exploring the critical importance of light exposure. As humans evolved under natural sunlight, our bodies depend on specific light frequencies found in sunshine. Modern artificial lighting lacks the beneficial infrared spectrum present in natural light, correlating with increasing rates of chronic diseases. Contrary to popular belief, appropriate sun exposure actually associates with lower mortality rates across numerous studies.
For those seeking optimal health, Dr. Stillman recommends three fundamental areas: working with a qualified provider who monitors key biomarkers (including hemoglobin A1C, ferritin, DHEA, CRP, vitamin D, and omega-3 levels), getting adequate natural light exposure, and ensuring proper darkness during sleep hours. These simple yet powerful approaches align with our biological rhythms and support cellular energy production, hormone regulation, and metabolic health.
As Dr. Stillman powerfully states, "If you do not consciously make time for your wellness, you will be forced to make time for your illness." Ready to transform your approach to health? Visit stillmanmd.com to learn more about Dr. Stillman's practice or stillmanwellness.com to sign up for his newsletter and educational resources.
Dr. Leland Stillman
Integrative and Functional Medicine Physician
Stillman Wellness
405 Fifth Avenue South, Suite 200, Office #6
Naples, FL 34102
Hear Past episodes of the Way2Wealth Podcast!
https://theway2wealth.com
Learn more about our Host, Scott Ford, Managing Director, Partner & Wealth Advisor
https://www.carsonwealth.com/team-members/scott-ford/
Investment advisory services offered through CWM LLC, an SEC-registered investment advisor. Carson Partners, a division of CWM LLC, is a nationwide partnership of advisors. The opinions voiced in the Way to Wealth with Scott Ford are for general information only and are not intended to provide specific advice or recommendations for an individual. Past performance is no guarantee of future results. All indices are unmanaged and may not be invested into directly. Investing involves risk, including possible loss of principal. No strategy assures success or protects against loss. To determine what may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing. Guests on Way to Wealth are not affiliated with CWM, LLC. Legado Family is not affiliated with CWM LLC. Carson Wealth 19833 Leitersburg Pike, Suite 1, Hagerstown, Maryland, 21742.
Rob Follows, founder and chairman of STS Capital, shares his expertise on helping business owners achieve maximum value when selling their companies by targeting strategic buyers rather than financial buyers. His passion stems from his own experience selling a business for 27 times EBITDA, only to later discover the buyer had valued it at 100 times EBITDA.
• The concept of "Rembrandts in the attic" - identifying hidden value that strategic buyers can leverage more effectively than current owners
• How STS Capital helps business owners sell directly to strategic buyers for 2-3 times what financial buyers typically offer
• Strategic buyers see value others miss - Rob shares examples of businesses selling for 60x EBITDA through careful buyer selection
• Private equity firms are middlemen using other people's money to "buy low, sell high" - business owners can bypass them
• Business owners should plan their exit 3-5 years in advance rather than waiting for the "six Ds" (death, disease, divorce, disability, disenchantment, disintermediation)
• STS Capital typically works with businesses in the $100M-$1B enterprise value range, but can sometimes work with businesses valued at $30-50M
• How financial advisors and consultants can become certified in "selling to strategics" to better serve their business owner clients
To learn more or become an ambassador of the STS Capital program, contact Rob at rob@stscapital.com.
STS Capital Partners
4 Robert Speck Pkwy, Mississauga, ON L4Z 1S1, Canada
+1 905-804-1934
Hear Past episodes of the Way2Wealth Podcast!
https://theway2wealth.com
Learn more about our Host, Scott Ford, Managing Director, Partner & Wealth Advisor
https://www.carsonwealth.com/team-members/scott-ford/
Investment advisory services offered through CWM LLC, an SEC-registered investment advisor. Carson Partners, a division of CWM LLC, is a nationwide partnership of advisors. The opinions voiced in the Way to Wealth with Scott Ford are for general information only and are not intended to provide specific advice or recommendations for an individual. Past performance is no guarantee of future results. All indices are unmanaged and may not be invested into directly. Investing involves risk, including possible loss of principal. No strategy assures success or protects against loss. To determine what may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing. Guests on Way to Wealth are not affiliated with CWM, LLC. Legado Family is not affiliated with CWM LLC. Carson Wealth 19833 Leitersburg Pike, Suite 1, Hagerstown, Maryland, 21742.
What happens to your wealth when traditional investment models no longer work? Ken Grewal, Co-founder and CEO of Forthlane, joins Scott to reveal what institutional investors are secretly worried about—and how they're positioning their portfolios in response.
The conversation takes a fascinating historical turn as Ken explains why we may be experiencing a modern version of 1970s economics, where bonds delivered negative real returns while real assets thrived. "If your equity is up 7% and you give half back to the government, you have 3.5%. If inflation is 5%, you actually lost purchasing power," Ken warns, highlighting why conventional investment wisdom might be failing today's investors.
Ken breaks down the concept of "The Fourth Turning"—a cyclical view of history where debt-fueled economic expansion eventually requires painful correction. We're potentially in the early stages of this correction now, and Ken offers concrete strategies for navigating it successfully, from reevaluating bond allocations to incorporating real assets as portfolio insurance.
The discussion challenges the traditional 60/40 portfolio model, suggesting alternatives like private credit, infrastructure investments, and global diversification as potential paths forward. Ken shares a particularly illuminating perspective on gold and other hard assets: "We don't own gold because we're trying to make money. It's called insurance." This framing helps investors understand why certain allocations matter beyond simple return calculations.
Whether you're a business owner, entrepreneur, or retiree concerned about preserving capital, this episode offers invaluable insights into how institutional investors are thinking about wealth preservation in uncertain times. Head over to carsonwealth.com to learn more about our all-seasons investment approach and discover strategies to protect what you've built.
About Our Guest:
Ken Grewal, Founder
Forthlane Partners
145 Adelaide St. West, Suite 200, Toronto M5H 4E5
M: 647.919.7785
E: ken.grewal@forthlane.com
W: www.forthlane.com
Hear Past episodes of the Way2Wealth Podcast!
https://theway2wealth.com
Learn more about our Host, Scott Ford, Managing Director, Partner & Wealth Advisor
https://www.carsonwealth.com/team-members/scott-ford/
Investment advisory services offered through CWM LLC, an SEC-registered investment advisor. Carson Partners, a division of CWM LLC, is a nationwide partnership of advisors. The opinions voiced in the Way to Wealth with Scott Ford are for general information only and are not intended to provide specific advice or recommendations for an individual. Past performance is no guarantee of future results. All indices are unmanaged and may not be invested into directly. Investing involves risk, including possible loss of principal. No strategy assures success or protects against loss. To determine what may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing. Guests on Way to Wealth are not affiliated with CWM, LLC. Legado Family is not affiliated with CWM LLC. Carson Wealth 19833 Leitersburg Pike, Suite 1, Hagerstown, Maryland, 21742.
Have you ever worried about where your paycheck will come from after retirement? That's the anxiety we tackle head-on in this illuminating discussion about creating reliable income streams for your post-working years.
The income bucket represents the critical middle ground between emergency savings and growth investments in our three-bucket strategy. It's what transforms abstract financial plans (what we call "pie in the sky") into dependable monthly income you can count on ("pie on the table"). Our wealth advisors Jake Stone and Jeremy Day break down why having approximately 10 years of expenses set aside in properly structured income-generating investments provides the security retirees need to weather market volatility.
Through compelling real-world examples, we examine sequence of returns risk – how the timing of market downturns can devastate retirement plans even with identical average returns. One retiree who began withdrawals in 1969 ran out of money in 15 years despite averaging 11.9% returns, while another starting in 1979 saw his money last beyond age 90 with a slightly lower 11% return. The difference? Market timing and proper income planning.
We explore diverse income-generating options including bond ladders, dividend ETFs, fixed index annuities, private equity, and real estate investments. The goal isn't just maximizing return on investment but ensuring reliability of income – knowing your next "paycheck" is secured regardless of what happens in the broader economy.
Whether you're approaching retirement or already there, this episode provides actionable insights on constructing an income strategy that delivers both security and growth potential. Because ultimately, financial planning should serve one purpose – allowing you to fully live today without constant worry about tomorrow.
Jake Stone's Bio
Jeremy Day's Bio
Hear Past episodes of the Way2Wealth Podcast!
https://theway2wealth.com
Learn more about our Host, Scott Ford, Managing Director, Partner & Wealth Advisor
https://www.carsonwealth.com/team-members/scott-ford/
Investment advisory services offered through CWM LLC, an SEC-registered investment advisor. Carson Partners, a division of CWM LLC, is a nationwide partnership of advisors. The opinions voiced in the Way to Wealth with Scott Ford are for general information only and are not intended to provide specific advice or recommendations for an individual. Past performance is no guarantee of future results. All indices are unmanaged and may not be invested into directly. Investing involves risk, including possible loss of principal. No strategy assures success or protects against loss. To determine what may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing. Guests on Way to Wealth are not affiliated with CWM, LLC. Legado Family is not affiliated with CWM LLC. Carson Wealth 19833 Leitersburg Pike, Suite 1, Hagerstown, Maryland, 21742.
Joey Klein, transformation expert and founder of Inner Matrix Systems, takes us on a journey that redefines wealth as wellbeing—a state of inner peace regardless of external circumstances.
After surviving a near-death experience at 19 that jolted him from a self-destructive lifestyle, Joey embarked on a quest for authentic fulfillment. This path led him through Eastern wisdom traditions, intensive meditation training, and deep study of the nervous system's role in our emotional experience. The insights gained along this journey formed the foundation of Inner Matrix Systems, which has now trained nearly 90,000 people worldwide.
Joey reveals the fundamental flaw in most approaches to personal development: they focus on thinking our way into new emotional states when our biology actually works in reverse. Our emotions dictate our thoughts and behaviors, not the other way around. By learning to work with our nervous system first, then emotions, then thoughts, we can create lasting transformation instead of temporary changes.
This understanding revolutionizes how we approach relationships too. Joey's forthcoming book "Relationship Alchemy" outlines three critical components of thriving relationships: managing your own emotional state, nurturing the unique energy created between two people, and appropriately supporting (rather than trying to fix) the other person. When we make others responsible for how we feel or take responsibility for their emotions, relationships inevitably deteriorate.
The conversation delves into the neuroscience supporting these concepts, explaining how chronic stress physically changes brain structure, while just weeks of proper training can rewire these patterns through neuroplasticity. Most importantly, Joey shares practical applications that listeners can implement immediately to experience greater peace, fulfillment, and authentic connection.
Joey Klein, CEO & Founder of Inner Matrix Systems
Address: 7631 Shaffer Pkwy STE A, Littleton, CO 80127
Phone: (720) 446-5533
Connect
Youtube
LinkedIn
Instagram
Facebook
Receive a complimentary Blindspot Training session with a Certified IM Trainer to discover what’s holding you back and what to do about it. Sign up at: https://innermatrixsystems.com/
Get 5 special bonuses ($2,500 value) when you purchase his new book, Relationship Alchemy: A Practical Guide to
Hear Past episodes of the Way2Wealth Podcast!
https://theway2wealth.com
Learn more about our Host, Scott Ford, Managing Director, Partner & Wealth Advisor
https://www.carsonwealth.com/team-members/scott-ford/
Investment advisory services offered through CWM LLC, an SEC-registered investment advisor. Carson Partners, a division of CWM LLC, is a nationwide partnership of advisors. The opinions voiced in the Way to Wealth with Scott Ford are for general information only and are not intended to provide specific advice or recommendations for an individual. Past performance is no guarantee of future results. All indices are unmanaged and may not be invested into directly. Investing involves risk, including possible loss of principal. No strategy assures success or protects against loss. To determine what may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing. Guests on Way to Wealth are not affiliated with CWM, LLC. Legado Family is not affiliated with CWM LLC. Carson Wealth 19833 Leitersburg Pike, Suite 1, Hagerstown, Maryland, 21742.
What good is financial wealth if you don’t have the health to enjoy it? That’s the question at the center of my eye-opening conversation with Lisa Brooking, CEO of Healthcode Medical. With her background as a critical care nurse and elite marathon runner, Lisa is transforming how we think about health—from reactive “sick care” to proactive wellness optimization.
Lisa shares how traditional medicine often waits for symptoms to appear before acting, missing the chance to prevent disease altogether. At Healthcode Medical, her team treats health as a vital asset class, applying strategies similar to wealth management: early detection, ongoing monitoring, and personalized planning.
Their cutting-edge diagnostics—from advanced brain scans to specialized MRIs—create a deep baseline to catch issues early and optimize wellness. Lisa’s most powerful insight? That poor health quietly restricts your freedom—limiting travel, activity, and quality of life. True luxury, she argues, isn’t material—it’s the vibrant health to fully enjoy your life.
This philosophy mirrors my own approach to managing wealth: be proactive, informed, and intentional. Healthcode’s efficient, boutique two-day assessment equips clients with actionable insights and continuous support for sustainable change.
Want to invest in your greatest asset—your health? Connect with Lisa and her team at Healthcode to see how strategic health planning can transform your future.
About Our Guest
CEO of Healthcode Medical, Lisa is a dynamic and engaging health care leader with a proven track record in both the private and public sectors. Lisa holds a deep understanding of the health care sector rooted in a progressive career starting as a critical care nurse. She is passionate about high quality person-centred care and her commitment to prioritize the well-being of patients. She received the 2015 Young Women of the Year Award from the Orillia Business Women’s Association, later renamed in her honor to the Lisa Brooking Young Women of the Year Award, which is presented annually.
Lisa is also a world-ranked distance runner with numerous podium finishes. Most recently, she was the 2022 winner of the Miami Half-Marathon and placed second at the 2023 Vancouver Half-Marathon.
Lisa Brooking, CEO of Healthcode Medical
1285 W Broadway
Vancouver, BC V6H 3X8, Canada
604-283-9811
Website: www.healthcode.ca
LinkedIn: www.linkedin.com/company/healthcodemedical
Instagram: Healthcode Medical
Hear Past episodes of the Way2Wealth Podcast!
https://theway2wealth.com
Learn more about our Host, Scott Ford, Managing Director, Partner & Wealth Advisor
https://www.carsonwealth.com/team-members/scott-ford/
Investment advisory services offered through CWM LLC, an SEC-registered investment advisor. Carson Partners, a division of CWM LLC, is a nationwide partnership of advisors. The opinions voiced in the Way to Wealth with Scott Ford are for general information only and are not intended to provide specific advice or recommendations for an individual. Past performance is no guarantee of future results. All indices are unmanaged and may not be invested into directly. Investing involves risk, including possible loss of principal. No strategy assures success or protects against loss. To determine what may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing. Guests on Way to Wealth are not affiliated with CWM, LLC. Legado Family is not affiliated with CWM LLC. Carson Wealth 19833 Leitersburg Pike, Suite 1, Hagerstown, Maryland, 21742.
Stephanie Walters, CEO of Erbe Wealth, reveals how the affluent approach money differently and shares actionable wealth-building strategies that challenge conventional financial wisdom. We uncover the myths that keep most people from building true wealth and explore why cashflow and control are the ultimate financial goals.
• The wealthy utilize money actively rather than just accumulating it
• Most Americans don't realize they're paying 2-3% in hidden 401(k) fees that devastate returns
• Tax diversification is critical with tax-free buckets ideally being your largest asset pool
• Premium-financed life insurance offers tax-free growth with market upside protection
• Wealthy investors prioritize avoiding losses over chasing high returns
• Understanding your unique "Way to Wealth DNA" helps align investments with your values and skills
• The dangerous math of investment losses: a 25% drop requires a 50% gain to recover
• Control comes from investing in things you understand rather than anonymous market funds
Get Stephanie's free book "Shattering Money Myths" at erbewealth.com and learn more about approaching wealth like the affluent do.
About Our GuestOver years of working with her investors, Stephanie discovered that the very wealthy view and use money differently than the rest of us; they actively have their money working for them -- sometimes at several places at the same time! Stephanie realized these strategies can be used by anyone, not just the rich. Her passion is teaching people to “unlearn” what most of us have been wired to think about money and re-educating people on attaining wealth that can be passed onto the next generation.
Stephanie Walters, CEO of Erbe Wealth
3705 Kipling Street, Suite 203
Wheat Ridge, CO 80033
303-995-0928
LinkedIn: https://www.linkedin.com/in/stephanie-walter-057594196/
Facebook: https://www.facebook.com/erbewealth
Hear Past episodes of the Way2Wealth Podcast!
https://theway2wealth.com
Learn more about our Host, Scott Ford, Managing Director, Partner & Wealth Advisor
https://www.carsonwealth.com/team-members/scott-ford/
Investment advisory services offered through CWM LLC, an SEC-registered investment advisor. Carson Partners, a division of CWM LLC, is a nationwide partnership of advisors. The opinions voiced in the Way to Wealth with Scott Ford are for general information only and are not intended to provide specific advice or recommendations for an individual. Past performance is no guarantee of future results. All indices are unmanaged and may not be invested into directly. Investing involves risk, including possible loss of principal. No strategy assures success or protects against loss. To determine what may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing. Guests on Way to Wealth are not affiliated with CWM, LLC. Legado Family is not affiliated with CWM LLC. Carson Wealth 19833 Leitersburg Pike, Suite 1, Hagerstown, Maryland, 21742.
Dreams are an evolutionary intelligent process that can offer the most incisive guidance in our lives, functioning like a trusted friend who will tell us truths no one else will, including our untapped potential. Dr. Lynn Worley shares how understanding and working with dreams transformed his life and can help others achieve true well-being—the root meaning of wealth.
• Dreams occur for about two hours every night, though most people only remember seconds
• Nightmares, particularly those related to trauma, are actually attempting to help heal us
• Moral injury—trauma from violating one's conscience—often causes deeper suffering than fear-based PTSD
• Unprocessed trauma creates an overactive nervous system that requires energy to maintain
• Finding someone you trust to listen deeply is critical for healing emotional wounds
• Dreams speak symbolically and require interpretation to understand their messages
• Mental health will likely be our biggest global challenge in the coming decade
• Dream work offers a pathway to greater freedom by releasing unconscious patterns
To learn more about evolutionary dreaming and watch Dr. Lynn Worley's film "Dreaming to Heal PTSD and Moral Injury" for free, visit evolutionarydreaming.com.
Get to know our guest, Len Worley:
Over the last thirty years, I have worked as a psychologist, marriage and family therapist, Rolfing bodyworker, and dream researcher and mentor. I obtained my Ph.D. in Counseling Psychology from Florida State University in 1981.
I currently spend most of my time writing and creating films to inspire and educate about the wisdom available in dreams. I also mentor those who wish to master the skills of dreamwork, devoting a few hours each week to online consultations for individuals and small groups. Along with dreamwork, I offer guidance for those wishing to solve a life conundrum or simply get more from life.
Connect:
LinkedIn
Instagram
Facebook
Len Worley, PhD
Founder, Evolutionary Dreaming
602 Kinney Ave, Austin, TX 78704
(512) 701-2831
Hear Past episodes of the Way2Wealth Podcast!
https://theway2wealth.com
Learn more about our Host, Scott Ford, Managing Director, Partner & Wealth Advisor
https://www.carsonwealth.com/team-members/scott-ford/
Investment advisory services offered through CWM LLC, an SEC-registered investment advisor. Carson Partners, a division of CWM LLC, is a nationwide partnership of advisors. The opinions voiced in the Way to Wealth with Scott Ford are for general information only and are not intended to provide specific advice or recommendations for an individual. Past performance is no guarantee of future results. All indices are unmanaged and may not be invested into directly. Investing involves risk, including possible loss of principal. No strategy assures success or protects against loss. To determine what may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing. Guests on Way to Wealth are not affiliated with CWM, LLC. Legado Family is not affiliated with CWM LLC. Carson Wealth 19833 Leitersburg Pike, Suite 1, Hagerstown, Maryland, 21742.
David Alcott of Samurai Success shares his transformative approach to wealth creation through authentic self-knowledge and intentional reprogramming of the subconscious mind.
• The wealthy and successful know exactly who they are and refuse to be talked out of it
• True wealth creation begins with a "be-do-have" strategy rather than the common "do-have-be" approach
• Money is simply energy—focus on mastery and the money naturally follows
• 95% of our actions come from subconscious programming that can be intentionally redesigned
• Most successful investors focus on their unique abilities rather than chasing money directly
• Saying "no" becomes essential when you clearly know who you are and where you're going
• Your destiny isn't predetermined—you can recreate yourself anew at any age
• Writing down who you want to be in different life areas helps reprogram your subconscious
• Congruency between beliefs and actions creates the authentic energy others respond to
David Olcott
CEO of Samurai Success, Inc.
1090 S. Wadsworth Blvd., Suite C-181
Lakewood, CO 80226
Phone: (303) 758-9567
For more information, find David's book "Swords of Illumination" on Amazon or connect with him on Facebook, Instagram, and LinkedIn.
Hear Past episodes of the Way2Wealth Podcast!
https://theway2wealth.com
Learn more about our Host, Scott Ford, Managing Director, Partner & Wealth Advisor
https://www.carsonwealth.com/team-members/scott-ford/
Investment advisory services offered through CWM LLC, an SEC-registered investment advisor. Carson Partners, a division of CWM LLC, is a nationwide partnership of advisors. The opinions voiced in the Way to Wealth with Scott Ford are for general information only and are not intended to provide specific advice or recommendations for an individual. Past performance is no guarantee of future results. All indices are unmanaged and may not be invested into directly. Investing involves risk, including possible loss of principal. No strategy assures success or protects against loss. To determine what may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing. Guests on Way to Wealth are not affiliated with CWM, LLC. Legado Family is not affiliated with CWM LLC. Carson Wealth 19833 Leitersburg Pike, Suite 1, Hagerstown, Maryland, 21742.
Unlocking the path to personal and financial success often requires diving deep into our past. In this engaging episode of the Way to Wealth, we're joined by the dynamic Coach Dan Gordon, who shares his rollercoaster journey from the brink of bankruptcy to thriving as an entrepreneur. Through storytelling and insightful commentary, we uncover how childhood trauma shapes our experiences, sparking a lively discussion on the importance of self-reflection and emotional health in entrepreneurship.
Dan opens up about the lessons learned from losing his marketing company, emphasizing the critical importance of being true to oneself and aligning business endeavors with genuine passions. The conversation expands to the often-overlooked but vital skill of selling, as Dan reframes sales as an opportunity for personal and relational growth rather than a dreaded chore. He shares practical strategies for engaging authentically with clients and overcoming the stigma often associated with selling.
Get ready to shift your perspective and embrace the healing required to thrive. Tune in and discover how listening to your inner voice and confronting your past can lead to monumental breakthroughs in both your personal and professional life. Let's embark on this enlightening journey together! Don’t forget to subscribe and share your thoughts with us!
Text "CALM" to (213) 409-8366 for a free trial of NuCalm.
Text "SALES" to (213) 409-8366 for access to the free eBook "10 Tips for Making Super Easy Sales"
Text "HELP" to (213) 409-8366 for a free 15 minute consultation with Coach Dan Gordon
Get to know our guest, Coach Dan Gordon:
In 2016, Coach Dan Gordon made a single mistake that bankrupted his marketing company.
After losing his company and $80,000, Coach Dan found himself at a personal crossroads. Turning his despair into determination, he embarked on a mission to completely transform his life.
Eight months later, Coach Dan walked out on stage in Dallas, Texas, being paid $10,000 for his first professional speaking gig. From there, his life skyrocketed.
Today, Coach Dan takes badass entrepreneurs on their own journey of bold transformation. Under this guidance, they expand their income, leadership, and sheer passion for life.
If you want to release your inner badass and experience life unlimited, then you're absolutely going to want to listen to what Coach Dan Gordon has to say.
Dan Gordon Enterprise LLC
7190 W Sunset Blvd, Suite 33A
Los Angeles, CA 90046
Connect:
dangordonenterprise.com
Hear Past episodes of the Way2Wealth Podcast!
https://theway2wealth.com
Learn more about our Host, Scott Ford, Managing Director, Partner & Wealth Advisor
https://www.carsonwealth.com/team-members/scott-ford/
Investment advisory services offered through CWM LLC, an SEC-registered investment advisor. Carson Partners, a division of CWM LLC, is a nationwide partnership of advisors. The opinions voiced in the Way to Wealth with Scott Ford are for general information only and are not intended to provide specific advice or recommendations for an individual. Past performance is no guarantee of future results. All indices are unmanaged and may not be invested into directly. Investing involves risk, including possible loss of principal. No strategy assures success or protects against loss. To determine what may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing. Guests on Way to Wealth are not affiliated with CWM, LLC. Legado Family is not affiliated with CWM LLC. Carson Wealth 19833 Leitersburg Pike, Suite 1, Hagerstown, Maryland, 21742.
Unlocking the secrets of health and well-being inspires our conversation around healthy aging. We discuss how health ties into financial wealth and personal fulfillment, emphasizing the importance of functional medicine. Dr. Kogan shares insight from his medical journey and how it shapes his current practice.
• Importance of understanding the relationship between health and wealth
• Functional medicine as a pathway to better living
• Personal health journeys and their impact on professional choices
• Exploring misconceptions surrounding biohacking and modern medicine
• The mental and emotional factors that contribute to healthy aging
• Why passion plays a key role in maintaining health
• Investing in foundational health practices over trends
• The connection between longevity and quality of life
• Clarifying the significance of personalized health assessments
Learn more about our guest:
Mikhail Kogan, MD, ABIOM, RCST
GW Center for Integrative Medicine
908 New Hampshire Ave NW
Suite #200
Washington D.C. 20037
Office phone: 202-833-5055
Office fax: 202-833-5755
mkogan@mfa.gwu.edu
Hear Past episodes of the Way2Wealth Podcast!
https://theway2wealth.com
Learn more about our Host, Scott Ford, Managing Director, Partner & Wealth Advisor
https://www.carsonwealth.com/team-members/scott-ford/
Investment advisory services offered through CWM LLC, an SEC-registered investment advisor. Carson Partners, a division of CWM LLC, is a nationwide partnership of advisors. The opinions voiced in the Way to Wealth with Scott Ford are for general information only and are not intended to provide specific advice or recommendations for an individual. Past performance is no guarantee of future results. All indices are unmanaged and may not be invested into directly. Investing involves risk, including possible loss of principal. No strategy assures success or protects against loss. To determine what may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing. Guests on Way to Wealth are not affiliated with CWM, LLC. Legado Family is not affiliated with CWM LLC. Carson Wealth 19833 Leitersburg Pike, Suite 1, Hagerstown, Maryland, 21742.
Unlock the secrets to smarter financial decisions as Darren Miller from Foundations Insurance and Eric Michalski from our Atlanta office join the Way to Wealth podcast to redefine the role of insurance in wealth management. Say goodbye to the outdated notion that lower premiums equate to better value. Discover how understanding your true insurable interest and exposure can lead to more comprehensive protection strategies that not only safeguard but also enhance your wealth.
Explore the intricate relationship between wealth strategy and property and casualty insurance, where focusing solely on cost can lead to costly mistakes. We discuss the power of teamwork in constructing a robust wealth plan that maximizes insurance coverage. Through personal anecdotes, we reveal how strategic coverage can prevent the pitfalls of underinsurance, turning unexpected claims into opportunities for financial savings. Learn how asking the right questions to your insurance agents can shift your focus from price to protection.
Equip yourself with the tools to master the insurance review process and optimize your coverage. By examining declaration pages and understanding potential exposures, you'll gain the confidence to engage in meaningful discussions with your insurance provider. Overcome the challenges posed by resistant agents and appreciate the process as an essential, cost-free opportunity to enhance your financial security. This episode is your guide to integrating insurance into your wealth management strategy, providing you with peace of mind and a path to financial freedom.
Learn more about our guests:
Darron Miller takes a fresh approach to insurance planning when working with his clients. Instead of focusing solely on minimizing premiums, he works on the bigger picture of maximized insurance. When you nickel and dime on the front end of insurance, it can cause issues later on when you need good coverage. Darron has seen poor insurance coverage affect many people, but he has also seen how comprehensive protection can save a person and their family untold amounts of financial stress.
Owner, Foundations Insurance
139 North Hunters Grove Lane, Suite #307
Lehi, Utah 84043
Eric Michalski is a Partner and Wealth Advisor based in Atlanta, Georgia, who has been with Carson Wealth Atlanta since 2011. With a B.S. in Finance from Arizona State University and a CERTIFIED FINANCIAL PLANNER® designation from UGA’s Terry College of Business, he has been in the financial services industry since 1999. His career spans roles in trading and relationship management at firms like
Hear Past episodes of the Way2Wealth Podcast!
https://theway2wealth.com
Learn more about our Host, Scott Ford, Managing Director, Partner & Wealth Advisor
https://www.carsonwealth.com/team-members/scott-ford/
Investment advisory services offered through CWM LLC, an SEC-registered investment advisor. Carson Partners, a division of CWM LLC, is a nationwide partnership of advisors. The opinions voiced in the Way to Wealth with Scott Ford are for general information only and are not intended to provide specific advice or recommendations for an individual. Past performance is no guarantee of future results. All indices are unmanaged and may not be invested into directly. Investing involves risk, including possible loss of principal. No strategy assures success or protects against loss. To determine what may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing. Guests on Way to Wealth are not affiliated with CWM, LLC. Legado Family is not affiliated with CWM LLC. Carson Wealth 19833 Leitersburg Pike, Suite 1, Hagerstown, Maryland, 21742.
Our latest podcast episode explores the transformative potential of leadership and the journey toward infinite entrepreneurship with Brandon Allen. We dive into themes of clarity in personal desires, the importance of empowering teams, navigating the complexities of accountability, and overcoming scarcity mindsets to foster an abundant life.
• Importance of clarity in personal desires
• The concept of infinite entrepreneurship and its four pillars
• Navigating the tension between control and team empowerment
• The cyclical nature of accountability in leadership
• Transforming scarcity mindsets into an abundance mentality
• The continuous journey of personal and professional growth
• Resources for further engagement and self-discovery
Learn more about our guest, Brandon Allen:
For 25 years Brandon has worked with leaders to help them organize their work life and transform their relationships by helping them see what they can’t see and do what they didn’t think possible.
He is the founder of New Work Revolution and works with leaders of all kinds to create a path for simple, effective leadership.
When not coaching or training, Brandon, along with my wife and 4 daughters, live in Salt Lake City, Utah. When asked to describe himself, he will tell you that he is “funny, charming, interesting, and handsome,” all of which claims are highly questionable other than the first. Brandon enjoys running, sports, music, hanging out with family, and reading when he is not busy helping others capitalize on their potential.
https://www.newworkrevolution.com
https://www.linkedin.com/in/brandonrallen/
https://www.youtube.com/channel/UC8lBSCEL9XfD0yfKNqK4Nxg
https://www.instagram.com/newworkrevolution/
Hear Past episodes of the Way2Wealth Podcast!
https://theway2wealth.com
Learn more about our Host, Scott Ford, Managing Director, Partner & Wealth Advisor
https://www.carsonwealth.com/team-members/scott-ford/
Investment advisory services offered through CWM LLC, an SEC-registered investment advisor. Carson Partners, a division of CWM LLC, is a nationwide partnership of advisors. The opinions voiced in the Way to Wealth with Scott Ford are for general information only and are not intended to provide specific advice or recommendations for an individual. Past performance is no guarantee of future results. All indices are unmanaged and may not be invested into directly. Investing involves risk, including possible loss of principal. No strategy assures success or protects against loss. To determine what may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing. Guests on Way to Wealth are not affiliated with CWM, LLC. Legado Family is not affiliated with CWM LLC. Carson Wealth 19833 Leitersburg Pike, Suite 1, Hagerstown, Maryland, 21742.
Understanding your investments is key to making confident financial decisions that align with your long-term goals.
This week's episode explores the growth bucket strategy - a systematic approach to managing long-term investments designed to help combat inflation while maintaining focus on your values and objectives. Our team of wealth advisors shares insights on diversification strategies, tax efficiency considerations, and the importance of maintaining perspective during market volatility.
We discuss how proper allocation across different investment vehicles - from traditional stocks and bonds to private equity opportunities - can help create a resilient portfolio aligned with your time horizon. The conversation emphasizes understanding what you own and why you own it, drawing inspiration from successful long-term investors.
This is a great discussion of practical approaches to structuring your growth investments and strategies for maintaining conviction through market cycles.
Key Takeaways* Structure investments using the bucket approach: foundation first, then savings, income, and finally growth for 10+ year timeframes * Consider tax-efficient placement of assets across accounts (HSAs, Roth, taxable) to optimize after-tax returns * Examine international and emerging market opportunities to diversify beyond U.S. markets * Evaluate alternative investments like private equity when appropriate for additional portfolio diversification * Focus on owning quality companies for their future cash flows rather than short-term price movements * Maintain a consistent investment strategy through market cycles by understanding what you own
Hear Past episodes of the Way2Wealth Podcast!
https://theway2wealth.com
Learn more about our Host, Scott Ford, Managing Director, Partner & Wealth Advisor
https://www.carsonwealth.com/team-members/scott-ford/
Investment advisory services offered through CWM LLC, an SEC-registered investment advisor. Carson Partners, a division of CWM LLC, is a nationwide partnership of advisors. The opinions voiced in the Way to Wealth with Scott Ford are for general information only and are not intended to provide specific advice or recommendations for an individual. Past performance is no guarantee of future results. All indices are unmanaged and may not be invested into directly. Investing involves risk, including possible loss of principal. No strategy assures success or protects against loss. To determine what may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing. Guests on Way to Wealth are not affiliated with CWM, LLC. Legado Family is not affiliated with CWM LLC. Carson Wealth 19833 Leitersburg Pike, Suite 1, Hagerstown, Maryland, 21742.
Smart tax planning starts with understanding your current position and identifying opportunities that match your situation.
In this episode, Scott Ford and team members Jeff Socha - CEO & Founder, Socha Capital Wealth Strategies, Ashley Sowers - Partner, Wealth Advisor, Brian Staples - Wealth Advisor, and John Saunders - Partner, Wealth Advisor, break down tax planning approaches across three asset tiers: $500k-2M, $2M-10M, and $10M+. We explore foundational concepts like qualified plans and itemized deductions while highlighting business-owner-specific strategies.
The discussion reveals how proactive planning early in the year opens up more options compared to reactive December moves. The team shares real examples of coordination between business structure, retirement accounts, and charitable giving that can help create tax efficiency without unnecessary complexity.
The conversation reinforces that effective tax planning isn't about chasing exotic strategies or quick fixes. It's about methodically reviewing options, understanding which ones align with your goals, and implementing them consistently over time. As one team member notes, "Small hinges swing big doors."
Highlights:
- How qualified plans and cash value life insurance work together as complementary planning tools
- The tax implications of the 2025 sunset provisions and what that means for planning windows
- Using tax-advantaged accounts - understanding the differences between tax-deferred, taxable and tax-free options
- Business entity selection impacts - comparing structures like S-Corps, partnerships and C-Corps for tax treatment
- Income shifting strategies for business owners, including legitimate ways to engage family members in business operations
- The value of proactive planning versus reactive December tax moves, including the "Augusta Rule" for business owners
Jeff Socha is not an affiliate of Cetera Advisor Networks, LLC or CWM, LLC.
Hear Past episodes of the Way2Wealth Podcast!
https://theway2wealth.com
Learn more about our Host, Scott Ford, Managing Director, Partner & Wealth Advisor
https://www.carsonwealth.com/team-members/scott-ford/
Investment advisory services offered through CWM LLC, an SEC-registered investment advisor. Carson Partners, a division of CWM LLC, is a nationwide partnership of advisors. The opinions voiced in the Way to Wealth with Scott Ford are for general information only and are not intended to provide specific advice or recommendations for an individual. Past performance is no guarantee of future results. All indices are unmanaged and may not be invested into directly. Investing involves risk, including possible loss of principal. No strategy assures success or protects against loss. To determine what may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing. Guests on Way to Wealth are not affiliated with CWM, LLC. Legado Family is not affiliated with CWM LLC. Carson Wealth 19833 Leitersburg Pike, Suite 1, Hagerstown, Maryland, 21742.
Today I want to share a great conversation I had earlier this year with Kevin Thompson on his 'Million Dollar Relationships' podcast, sharing my thoughts on financial freedom and personal growth.
It was a great opportunity to share my journey from witnessing my parents' bankruptcy to becoming a leading wealth advisor and founding the organization we have today.
I'm passionate about helping people fully live their lives today, without waiting for a distant future, and the show dives into my philosophy of not only financial wisdom, but the incredible impact of connections.
This episode also explores how personal healing and self-work are crucial steps for meaningful relationships and how my "I will be" model, is a powerful mindset for entrepreneurs aiming to make a lasting difference in their communities and beyond.
Key Takeaways:
- Discover how my childhood experience of my bankruptcy ignited his mission to simplify financial management and help others achieve financial freedom.
- I talk about my transition from working in insurance to founding Cornerstone in 1996, providing comprehensive family office services for entrepreneurs and business owners.
- Hear how influential mentors like Tony Robbins and WWII veteran Art Stamates shaped my perspective on life and the importance of loving people.
- We explore the profound spiritual experiences I shared with my children and how these moments have deeply impacted our relationships and personal growth.
- I talk about my holistic approach to personal and communal development through the "I will be" model, emphasizing the importance of self-work for meaningful relationships and impactful philanthropy.
- We discuss the importance of not waiting for a distant future to live your life fully, but rather finding ways to enjoy and make the most of today.
Join me for a great conversation that merges financial insight with the heartwarming power of human connection.
Hear Past episodes of the Way2Wealth Podcast!
https://theway2wealth.com
Learn more about our Host, Scott Ford, Managing Director, Partner & Wealth Advisor
https://www.carsonwealth.com/team-members/scott-ford/
Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services
offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under
separate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwide
partnership of advisors. 19833 Leitersburg Pike, Suite 1 Hagerstown, MD 21742. Opinions expressed by the
presenter may not be representative of Cetera Advisors Networks LLC, or CWM, LLC.
Are you ready to redefine your financial future and solidify your path to wealth?
That's precisely the journey we embark on in our latest Way2Wealth podcast. With the experience of Andrew Stratton (Client Services Associate), Jeremy Day (Wealth Advisor), and Scott Toms (Partner, Wealth Advisor), we dissect the art of strategic savings and the underrated power of the war chest—your ultimate financial safeguard and opportunity reserve.
We'll critique the common investment-centric mindset and champion a fortified financial base as your starting line in the race toward financial freedom.
Key Takeaways:
- It's not just about saving; it's about mastering the three-bucket strategy that ensures you're prepared for today, tomorrow, and the distant future.
- Learn the nuances of liquidity and the hidden gems in cash equivalents
- Navigate the delicate balance of asset distribution,
- Arm yourself with the practical wisdom needed to protect and grow your fortune.
- The crucial role of the savings bucket for those eyeing retirement, our conversation pivots to the calculated distribution of assets that shelters you from sequence of returns risk.
Let's not just plan for wealth; let's build a foundation that can withstand the tests of time and opportunity. Join us for a session that promises to transform your approach to savings and wealth management.
Hear Past episodes of the Way2Wealth Podcast!
https://theway2wealth.com
Learn more about our Host, Scott Ford, Managing Director, Partner & Wealth Advisor
https://www.carsonwealth.com/team-members/scott-ford/
Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services
offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under
separate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwide
partnership of advisors. 19833 Leitersburg Pike, Suite 1 Hagerstown, MD 21742. Opinions expressed by the
presenter may not be representative of Cetera Advisors Networks LLC, or CWM, LLC.
Unlock the secrets to securing your wealth and ensuring your financial future with our riveting discussion on asset protection and estate planning. Joined by the inimitable Jonathan 'Cub' Mullins (Wealth Advisor), the astute Alexis Bush (Wealth Advisor) from our Hagerstown, Maryland office, and the ever-insightful Bob Keebler (Partner, Keebler Associates), we dissect the critical strategies that go far beyond mere insurance. Uncover the pivotal importance of structuring your assets to ward off risks, learn about leveraging legal entities like LLCs, and delve into strategic debt usage - all to safeguard your hard-earned wealth from unforeseen threats.
Key Takeaways:
- Hear real-world stories that illustrate the costly pitfalls of common mistakes and the power of trust structures and corporate trustees.
- Our panel experts guide you through the maze, spotlighting the benefits of juridical tactfulness in asset protection, as exemplified by the advantageous laws of states like Wyoming and Nevada.
- Learn strategies specifically tailored to shield your business in a volatile economic climate. Discover how multiple LLCs, strategic inter-family lending, and comprehensive insurance policies lay the groundwork for robust asset protection.
Join us for this invaluable lesson in protecting both personal and business wealth, underscored by the critical roles of financial planners and lawyers, and leave with the confidence to navigate the complex landscape of asset protection.
Hear Past episodes of the Way2Wealth Podcast!
https://theway2wealth.com
Learn more about our Host, Scott Ford, Managing Director, Partner & Wealth Advisor
https://www.carsonwealth.com/team-members/scott-ford/
Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services
offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under
separate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwide
partnership of advisors. 19833 Leitersburg Pike, Suite 1 Hagerstown, MD 21742. Opinions expressed by the
presenter may not be representative of Cetera Advisors Networks LLC, or CWM, LLC.
Unlock the secret to a financial strategy that evolves with you, as we gather insights from a team of finance ninjas; Scott Toms (Partner, Wealth Advisor), Ashley Sowers (Partner, Wealth Advisor), Jake Stone (Partner, Wealth Advisor), and Sam Wilkerson (Partner, Wealth Advisor). Together, we debunk the myth of the lone financial advisor and showcase the unparalleled strength of a synergistic team. By tapping into the collective expertise of various professionals, we reveal how a robust dream team approach can lead to a more comprehensive understanding of your financial landscape. Just imagine the confidence you'll gain knowing that every angle of your wealth management is scrutinized by specialists who treat your financial goals as their own.
Key Takeaways:
- Learn why a financial quarterback could be the game-changer in aligning your wealth strategy with substance
- How proactive, silo-breaking communication can adapt to life's twists and turns.
- We're pulling back the curtain on strategies to vet potential team members, emphasizing the importance of ego-free collaboration for your benefit.
It's a masterclass in assembling your dream financial team—once a privilege reserved for the ultra-wealthy, now within your grasp. Join us for a journey to financial wisdom where collaboration is king and your financial confidence is the ultimate prize.
Hear Past episodes of the Way2Wealth Podcast!
https://theway2wealth.com
Learn more about our Host, Scott Ford, Managing Director, Partner & Wealth Advisor
https://www.carsonwealth.com/team-members/scott-ford/
Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services
offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under
separate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwide
partnership of advisors. 19833 Leitersburg Pike, Suite 1 Hagerstown, MD 21742. Opinions expressed by the
presenter may not be representative of Cetera Advisors Networks LLC, or CWM, LLC.
Uncover the secrets to safeguarding your assets and steering through the world of interest rates and credit in a riveting discussion that promises to arm you with the knowledge to fortify your financial future. Joined by Garret Gunderson and key members of the team, Alexis, Shane and Ashley. Whether you're a retiree navigating the complexities of a fixed-income portfolio or an investor seeking stability amidst economic uncertainties, our deep-dive with wealth advisors Alexis and Ashley will equip you with the strategies for intelligent asset allocation and capital preservation.
Expect to learn a ton from today's show, including:
- Challenging common conceptions about debt, equity, and the efficiency of interest rates.
- The paths to leveraging loans judiciously and prioritizing quality of life over stringent financial doctrines.
- The psychological underpinnings of fiscal decisions, reminding you that ultimately, you are your most valuable asset.
- The critical role of credit scores in shaping your financial well-being.
- Practical tips on rectifying credit report inaccuracies and the profound impact these scores have on insurance costs.
- The sophisticated use of cash value insurance in wealth-building — a move that could redefine your approach to financial freedom.
Tune in for a session brimming with actionable insights that could redefine the way you manage your wealth.
Hear Past episodes of the Way2Wealth Podcast!
https://theway2wealth.com
Learn more about our Host, Scott Ford, Managing Director, Partner & Wealth Advisor
https://www.carsonwealth.com/team-members/scott-ford/
Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services
offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under
separate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwide
partnership of advisors. 19833 Leitersburg Pike, Suite 1 Hagerstown, MD 21742. Opinions expressed by the
presenter may not be representative of Cetera Advisors Networks LLC, or CWM, LLC.
Are your assets destined for the right hands, and does your family understand the values guiding their inheritance? We’re here to make estate and legacy planning less daunting and more meaningful. With the help of Bonnie, Kristen, Cam and Rich, we navigate the intricacies of ensuring your legacy is preserved and cherished just as you envision. This episode is a heartfelt journey through the significance of passing down values and maintaining family unity.
Expect to pick up some tips on the following:
- The ongoing conversation about aligning those estate documents with the heartbeat of your family
- The necessity of communicating your vision and intentions
- Exploring how a family constitution could be vital in preventing discord and ensuring your wealth serves its intended purpose
- Strategies for keeping your loved ones informed, united, and prepared to carry on your legacy without the burden of ambiguity or conflict
- The practical steps of keeping your plan current with life’s changes
- The importance of collaborative professionals in crafting a plan that’s as detailed as it is flexible.
Discover the innovative concept of a family bank and how it can be integrated into your planning. This talk isn't just about preparing for the inevitable—it’s about crafting a legacy that speaks across generations, imprinting your values and vision on the future.
Hear Past episodes of the Way2Wealth Podcast!
https://theway2wealth.com
Learn more about our Host, Scott Ford, Managing Director, Partner & Wealth Advisor
https://www.carsonwealth.com/team-members/scott-ford/
Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services
offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under
separate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwide
partnership of advisors. 19833 Leitersburg Pike, Suite 1 Hagerstown, MD 21742. Opinions expressed by the
presenter may not be representative of Cetera Advisors Networks LLC, or CWM, LLC.
Embark on a journey through the financial landscape of 2024 with the team —Jake, Sam, Daron, and Eric—as we share a wealth of strategies to keep your cash flow robust and your fiscal control ironclad. From Shohei Otani's smart contract deferment to the savvy structuring of your assets for maximum long-term gain, we've got insider tips that will transform the way you handle your wealth.
This episode is your road map to a more prosperous future, no matter where you stand today. In today's chat, we discuss:
- The psychological shifts that come with major financial transitions.
- The 'bucketing' method, providing a clear structure to classify your funds and ease your mind
- The importance of clear communication with partners on financial goals and the power of yearly check-ups on your financial health
- The art of strategic charitable giving and tax planning
- How setting up a donor-advised fund can amplify your generosity while easing your tax burden
- The potential benefits of leveraging Qualified Charitable Distributions to make an impact
- The secrets to maintaining a consistent cash flow as you transition into retirement
With this episode, you're not just listening to advice; you're gearing up with actionable steps toward financial freedom and control.
Hear Past episodes of the Way2Wealth Podcast!
https://theway2wealth.com
Learn more about our Host, Scott Ford, Managing Director, Partner & Wealth Advisor
https://www.carsonwealth.com/team-members/scott-ford/
Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services
offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under
separate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwide
partnership of advisors. 19833 Leitersburg Pike, Suite 1 Hagerstown, MD 21742. Opinions expressed by the
presenter may not be representative of Cetera Advisors Networks LLC, or CWM, LLC.
Discover the transformative power of relationships and their essential role in achieving true happiness with renowned psychologist Dr. Keith Witt. In a riveting discussion, we share the wisdom Dr. Witt's "Loving Completely," unraveling how health, wealth, wisdom, and joy are inexorably linked to our capacity for gratitude, a well-defined purpose, and the cultivation of deep connections. Prepare to be enlightened by our exploration of the universe's interconnectivity, the complexity that has blossomed since the Big Bang, and the profound impact that coherent, nurturing relationships can have on our intimate bonds and overall fulfillment.
Dr. Witt guides us through the intricacies of the human psyche, discussing the pivotal role of purpose and the exploration of our shadow selves. Our conversation ventures into the six moral foundations that shape us, particularly highlighting how the pursuit of sanctity informs our moral compass and influences growth and healing within relationships. Join us as we examine the delicate balance of individual aspiration against our deeply ingrained need for communion, akin to bees working in harmony within a hive, and how this balance is a cornerstone for societal advancement and personal enlightenment.
Wrapping up with the wisdom that only years of dedicated practice can bring, Dr. Witt imparts the profound realization that understanding our interconnectedness is the antidote to feelings of isolation. Our deep dive into the dynamics of defensive states in relationships reveals how empathy and awareness can transform conflicts into opportunities for empathy and growth. As we conclude this episode, the conversation sets the stage for future dialogues on regenerative capitalism and meaningful living, leaving you with contemplative insights into the essence of wealth and the incomparable value of relationships in crafting a life of fulfillment and prosperity.
Learn more about our guest, Dr. Keith WittDr. Keith Witt is a Licensed Psychologist, teacher, and author who has lived and worked in Santa Barbara since 1973. He has conducted over 70,000 therapy sessions and published nine books, including Loving Completely, Shadow Light, and Integral Mindfulness. His books Waking up and Sessions were two of the first books on Integrally informed psychotherapy. In presentations and classes around the U.S. and internationally, Keith has explored love, therapy, interpersonal relationships, and development, from multiple perspectives, weaving neuroscience, Integral theory, wisdom traditions, and numerous forms of psychotherapy into a coherent cosmology of love and healing. Keith and his wife Becky have been together since 1973 and they have two grown children, Zoe and Ethan. Over the years Keith’s interests have included martial arts, tap dancing, surfing, tennis, and singing/songwriting with his band, Blown Head Gasket. You can find out more about Dr. Keith on his website drkeithwit.com.
Hear Past episodes of the Way2Wealth Podcast!
https://theway2wealth.com
Learn more about our Host, Scott Ford, Managing Director, Partner & Wealth Advisor
https://www.carsonwealth.com/team-members/scott-ford/
Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services
offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under
separate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwide
partnership of advisors. 19833 Leitersburg Pike, Suite 1 Hagerstown, MD 21742. Opinions expressed by the
presenter may not be representative of Cetera Advisors Networks LLC, or CWM, LLC.
Embark with us as my friend, permaculture savant Michael Judd, guides us through the enchanting transformation of a sprawling 145-acre property into a bastion of sustainability. Our discussion blossoms with insights on how nut trees are not merely an environmental boon but a conduit for financial prosperity. Michael, with his inexhaustible knowledge, illustrates how permaculture and edible landscaping intertwine to foster a living space that is as economically viable as it is green. His stories, steeped in the profound wisdom of indigenous communities, serve as a testament to the intimate relationship between our own vitality and the well-being of our planet.
As we traverse the symbiotic paths of eco-friendly living and personal wealth, the episode branches out into practical wisdom and the unexpected parallels with wealth management. I share my own revelation in planting over 500 nut trees, a journey that began with a passion for wildlife and morphed into an exploration of untapped economic potential. The conversation takes root in the rich soil of practical permaculture applications, like the creation of a Hugelkultur bed, while highlighting the importance of aligning investments with individual strengths and how an abundance mindset can cultivate both personal and ecological growth.
Closing the loop, Scott offers a crucial perspective, framing our discussion with a reminder that tailored advice is vital when navigating the financial landscape. This episode, while steeped in the lush foliage of permaculture, is firmly grounded in the understanding that every investment, including those in nut trees, carries inherent risks alongside their rewards. So, whether you have your hands in the earth or your eyes on your portfolio, join us for an episode that promises to seed your mind with ideas for a more sustainable and prosperous future.
Learn more about our guest, Michael JuddMichael Judd has worked with agro-ecological and whole-system designs throughout the Americas for over two decades, focusing on applying permaculture and ecological design. His projects increase local food security and community health in both tropical and temperate growing regions. He is the founder of Ecologia Edible & Ecological Landscape Design, Project Bona Fide, an international nonprofit supporting agro-ecology research, and co-founder of SilvoCulture, a Maryland based nonprofit which is helping plant 1 million nut trees in the Mid-Atlantic region. He is also the author of ‘Edible Landscaping with a Permaculture Twist’, and ‘For the Love of PawPaws’. Michael’s work has been featured in The New York Times, The Guardian, The New Yorker, and BBC. Presenter for notable institutions such as the US Botanical Garden, Smithsonian, and Thomas Jefferson’s Monticello. Michael lives and his family live along the foothills of the Blue Ridge Mountains near Frederick, Maryland.
Read more about Michael’s books.
Hear Past episodes of the Way2Wealth Podcast!
https://theway2wealth.com
Learn more about our Host, Scott Ford, Managing Director, Partner & Wealth Advisor
https://www.carsonwealth.com/team-members/scott-ford/
Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services
offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under
separate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwide
partnership of advisors. 19833 Leitersburg Pike, Suite 1 Hagerstown, MD 21742. Opinions expressed by the
presenter may not be representative of Cetera Advisors Networks LLC, or CWM, LLC.
We uncover the intersection of financial freedom and physical wellness on our latest Way2Wealth episode, and it's nothing short of an enlightening adventure, featuring the inspiring story of John Doolittle, a tenacious former Navy SEAL. John's shift from an aspirational jet pilot to a formidable warrior epitomizes resilience, and his post-service life reveals the wonders of Katsu, a groundbreaking fitness technology that has reshaped his approach to rehabilitation and wellness.
Topics we cover today are:
- We delve into the world of fitness and discover the remarkable benefits of incorporating Katsu into our daily lives.
- We also dive into the intricacies of wealth management, where the importance of tailored financial advice takes center stage, and we learn that health truly is wealth
This episode is all about imparting knowledge and providing you with the tools and perspectives to lead a more empowered and balanced life. Join us for an episode replete with personal experience, expert insights, and actionable advice that will steer you toward a future of well-rounded prosperity.
Learn more about our guest, John Dolittle:
John, originally from Walnut Creek, California, served in the Navy for 25 years, primarily in the SEAL Teams. He earned a Bachelor of Science from the United States Air Force Academy in 1992 and a Master of Science from the Naval Postgraduate School in 2005. After retiring, he joined KAATSU Global, specializing in performance and recovery through a portable blood flow improvement device. John's diverse Navy career included hard-hat salvage diving, SEAL training, and leadership roles in various SEAL Teams. Notably, he led programs at U.S. Special Operations Command focused on preserving and enhancing the well-being of military personnel. During his Master's studies, he completed a solo swim across the English Channel to raise funds for the Navy SEAL Foundation. John and his wife, Katie, have three children. Now, he brings his leadership experience to KAATSU Global.
https://kaatsu.com/
https://kaatsuresources.com/
https://johndoolittle.com/
Hear Past episodes of the Way2Wealth Podcast!
https://theway2wealth.com
Learn more about our Host, Scott Ford, Managing Director, Partner & Wealth Advisor
https://www.carsonwealth.com/team-members/scott-ford/
Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services
offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under
separate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwide
partnership of advisors. 19833 Leitersburg Pike, Suite 1 Hagerstown, MD 21742. Opinions expressed by the
presenter may not be representative of Cetera Advisors Networks LLC, or CWM, LLC.
Get ready to navigate the often-overlooked waters of exit planning with the expertise of Bonnie Bailey, a seasoned Certified Exit Planning Advisor who makes her return to The Way2Wealth podcast. She brings a treasure trove of wisdom to the table, emphasizing the significance of having an exit strategy that is as robust as your business plan. This episode promises to equip you with the perspective and tools needed to ensure that when you're ready to step away from your business, you do it on your own terms, with financial freedom and the ability to pursue personal and philanthropic passions in your sights.
We also take a heartfelt look at the emotional rollercoaster entrepreneurs face when detaching their identity from their business. It's a candid exploration of the 'freedom from' versus 'freedom to' motivations that drive business owners, urging a deeper understanding that goes beyond profit margins. Additionally, we shed light on the strategic advantages of regular business valuations, not only as a measure of your company's financial health but also as a way to stay aligned with your life's goals. With Bonnie's insights, this episode is as much about strengthening the foundation of your business as it is about fortifying your journey toward growth and fulfillment.
Learn more about Bonnie here.
Hear Past episodes of the Way2Wealth Podcast!
https://theway2wealth.com
Learn more about our Host, Scott Ford, Managing Director, Partner & Wealth Advisor
https://www.carsonwealth.com/team-members/scott-ford/
Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services
offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under
separate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwide
partnership of advisors. 19833 Leitersburg Pike, Suite 1 Hagerstown, MD 21742. Opinions expressed by the
presenter may not be representative of Cetera Advisors Networks LLC, or CWM, LLC.
This week, we chat with Travis Steffens, a man whose life reads like an adventure novel. In our chat, we uncovered the fascinating synergy between breathwork and capitalism that's reshaping our understanding of wealth. From the rugged terrains of a Colorado ranch to the zenith of real estate success, Travis's journey through the creation of the Breath Source app illuminates the path to financial clarity and simplicity.
In the conversation, we dive into three main subjects:
- The relationship between health and wealth
- Revolutionary ways we can approach societal challenges like homelessness, with a twist on how environment and psychology intertwine to affect change at a cellular level.
- The relationship between inspiring a sense of significance and belonging and societal transformation.
Be prepared to have your thoughts provoked and your vision for a wealthier life—inside and out—expanded far beyond the bank account.
More about our guest, Travis Steffens:
Travis Steffens' journey began on a Colorado ranch, shaping his commitment to healing. His path led through real estate and a deep connection with the forgotten. Transforming lives in slum-lord areas, he hired and rehabilitated the homeless, inspired by teachings from Dr. Joe Dispenza and Dr. Bruce Lipton.
Breathwork emerged as a powerful tool. Teaching it to his team during renovations, Travis saw its impact and created The Breath Source app. Within three years, it became the first Breathwork Marketplace app, uniting 20,000 users globally with 56 leading Breath Masters.
Now, The Breath Source isn't just an app; it's a community revolution, offering exclusive content and a new approach to health and wellness. Travis's journey stands as a testament to compassion, innovation, and the transformative power of the human breath, inspiring a Conscious Capitalist difference at the cellular level and beyond.
Learn more about Travis and the Breath Source App here.
Hear Past episodes of the Way2Wealth Podcast!
https://theway2wealth.com
Learn more about our Host, Scott Ford, Managing Director, Partner & Wealth Advisor
https://www.carsonwealth.com/team-members/scott-ford/
Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services
offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under
separate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwide
partnership of advisors. 19833 Leitersburg Pike, Suite 1 Hagerstown, MD 21742. Opinions expressed by the
presenter may not be representative of Cetera Advisors Networks LLC, or CWM, LLC.
Unlock the secrets to a life that thrives in both wealth and wellness as we sit down with Jared Yellin, the visionary entrepreneur behind Project 10K, who shares his journey toward entrepreneurial freedom. When Jared was just 20, a defining moment catapulted him toward the creation of a life where business success, personal health, and strong relationships are not mutually exclusive but a unified goal. His story, woven throughout our conversation, offers an inspiring blueprint for those aiming to achieve success without sacrificing the non-negotiable values that make us who we are.
Today, we discuss all this plus:
- The concept of opportunity cost; examining how strategic time management in our professional and personal lives can lead to profound growth
- Jared's Life Audit process; a method for evaluating how our actions contribute to our goals
- How data-driven decision-making can propel a business forward
In the world of software development, we explore the impact of capital investment and the rise of capital-efficient firms that challenge traditional investment models. Join us as we uncover how to let data lead the way in business, making emotionless, KPI-driven choices that optimize time, our most precious asset, and how this approach can bring your entrepreneurial aspirations to fruition.
To learn more about our guest, Jared Yellin, Founder and CEO of Project 10K, please head to www.project10k.com
Hear Past episodes of the Way2Wealth Podcast!
https://theway2wealth.com
Learn more about our Host, Scott Ford, Managing Director, Partner & Wealth Advisor
https://www.carsonwealth.com/team-members/scott-ford/
Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services
offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under
separate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwide
partnership of advisors. 19833 Leitersburg Pike, Suite 1 Hagerstown, MD 21742. Opinions expressed by the
presenter may not be representative of Cetera Advisors Networks LLC, or CWM, LLC.
Are you looking for ways to increase your cash flow without making major lifestyle changes? You're in the right place! Joined by Tim Yurek, a financial specialist with a unique approach to money management, we uncover the secrets of amplifying cash flow. Tim shares his inspirational journey and offers invaluable advice on how you can control your finances to achieve financial independence.
In today's show:
- We dismantle the widely held belief that paying off a mortgage early is the holy grail of financial planning;
- We stress the importance of acknowledging your needs and employing cash flow to meet them, rather than elevating your lifestyle.
- We depict how conventional financial advice can sometimes hinder cash flow.
- We discuss the two sides of the concept of infinite banking
To learn more about our guest Tim Yurek and Tier 1 Capital, please head to https://tier1capital.com/gift/
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Hear Past episodes of the Way2Wealth Podcast!
https://theway2wealth.com
Learn more about our Host, Scott Ford, Managing Director, Partner & Wealth Advisor
https://www.carsonwealth.com/team-members/scott-ford/
Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services
offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under
separate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwide
partnership of advisors. 19833 Leitersburg Pike, Suite 1 Hagerstown, MD 21742. Opinions expressed by the
presenter may not be representative of Cetera Advisors Networks LLC, or CWM, LLC.
Master the art of navigating through the complex world of divorce financial planning in our exclusive conversation with Certified Divorce Financial Analyst (CDFA), Sam Wilkerson. Promising a wealth of knowledge, Sam shares his journey from an analyst to a relationship-focused advisor, shedding light on the value advisors bring to their clients. With a focus on the crucial role of financial planning, we explore the distinctions between fee-based fiduciary services and commission-based product sales, offering insights to help listeners make informed decisions about their financial future.
In today's episode we discuss:
- The nuances of budget creation, asset protection, and handling complicated financial instruments during a divorce.
- The importance of understanding the emotional and financial needs of clients during such a critical time as divorce
- The significant role a CDFA can play in mediating this process.
Tune in to discover invaluable resources that can make the journey through divorce a little smoother and a lot less daunting.
Learn more about our guest, Sam Wilkerson hereLinkedin
Hear Past episodes of the Way2Wealth Podcast!
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Learn more about our Host, Scott Ford, Managing Director, Partner & Wealth Advisor
https://www.carsonwealth.com/team-members/scott-ford/
Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services
offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under
separate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwide
partnership of advisors. 19833 Leitersburg Pike, Suite 1 Hagerstown, MD 21742. Opinions expressed by the
presenter may not be representative of Cetera Advisors Networks LLC, or CWM, LLC.
Do you yearn to know the secret of maintaining vitality and energy even at the age of 70? Well, we've got Steve Maxwell, a renowned mentor and coach in physical wellness, who spills the beans on how prioritizing health over business success can serve as a catalyst for wealth, wisdom, and happiness. Indeed, without health, all other ambitions become secondary. Get ready to uncover the importance of investing time and energy into your personal wellbeing and how it lays the foundation for all facets of life.
In today's show:
- Steve shares his relationship with money, how his upbringing and early experiences have shaped it, and how a simple lifestyle and faith serve as his source of abundance.
- We hear why Steve champions the significance of weight training, high-intensity interval training, and cold exposure for preserving muscle mass and overall health.
- How exerciuse can be affordable
- The real value of treating others well. It's fascinating how our relationships often mirror our own behavior and attitudes.
Learn more about Steve
maxwellsc.com
Instagram
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Facebook
Hear Past episodes of the Way2Wealth Podcast!
https://theway2wealth.com
Learn more about our Host, Scott Ford, Managing Director, Partner & Wealth Advisor
https://www.carsonwealth.com/team-members/scott-ford/
Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services
offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under
separate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwide
partnership of advisors. 19833 Leitersburg Pike, Suite 1 Hagerstown, MD 21742. Opinions expressed by the
presenter may not be representative of Cetera Advisors Networks LLC, or CWM, LLC.
Ever wondered what it takes to understand the nitty-gritty of relationships? Join us as we unravel the secrets with none other than John Gray, the renowned author of "Men are from Mars, Women are from Venus".
In this episode:
- Learn the complexities of romantic relationships.
- Listen in as we explore the intriguing aspects of gender differences, and the chemistry of happiness.
- Women, we talk about how gratitude can balance your hormones,
- and men, you'll discover how having a sense of purpose affects your testosterone levels. It's not just about personal relations; we also navigate through the financial aspect of our lives. John shares his entrepreneurial experience and valuable advice on investing in oneself.
About Our Guest
John Gray is the author of the most well-known and trusted relationship book of all time, Men Are from Mars, Women Are from Venus. USA Today listed his book as one of the top 10 most influential books of the last quarter century.
His approach combines specific communication techniques with healthy, nutritional choices that create the brain and body chemistry for lasting health, happiness and romance. Dr. Gray has written over 20 books. His most recent book being Beyond Mars and Venus.
To learn more about his many books, blogs and free online workshops please head to MarsVenus.com
Disclosure
John Gray is not affiliated or registered with Cetera Advisor Networks LLC. Any information provided by John is in no way related to Cetera Advisor Networks LLC or its registered representatives.
Hear Past episodes of the Way2Wealth Podcast!
https://theway2wealth.com
Learn more about our Host, Scott Ford, Managing Director, Partner & Wealth Advisor
https://www.carsonwealth.com/team-members/scott-ford/
Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services
offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under
separate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwide
partnership of advisors. 19833 Leitersburg Pike, Suite 1 Hagerstown, MD 21742. Opinions expressed by the
presenter may not be representative of Cetera Advisors Networks LLC, or CWM, LLC.
On today's show we welcome Garnet Morris, long-time colleague of Scott's and total innovator in the wealth sector. Garnet shares his journey with Scott, speaks specifically on the topic of Premium Insured Finance and highlights the work that he's been doing to help private business owners optimize their net worth.
Learn More About Our Guest
Garnet Morris
President, Grasslands Capital Corp.
Garnet began his career in banking and private business but created his own corporate niche with Targeted Strategies Limited (TTSG). Garnet later sold TTSG to its’ executives and founded Grasslands Capital Corp. to further pursue business in insurance financing. An innovator with a personal penchant for taking on high-potential challenges, Garnet has an instinctive ability to recognize opportunities - even those others might consider underdeveloped or unconfirmed. His forward-thinking ideas, innovative methods, and wealth of knowledge assists private business owners optimize their net worth.
You can find Garnet on Linkedin
Garnet Morris is not affiliated or registered with Cetera Advisor Networks LLC.any information provided by Garnet Morris is in no way related with Cetera Advisor Networks LLC or its registered representatives.
Hear Past episodes of the Way2Wealth Podcast!
https://theway2wealth.com
Learn more about our Host, Scott Ford, Managing Director, Partner & Wealth Advisor
https://www.carsonwealth.com/team-members/scott-ford/
Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services
offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under
separate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwide
partnership of advisors. 19833 Leitersburg Pike, Suite 1 Hagerstown, MD 21742. Opinions expressed by the
presenter may not be representative of Cetera Advisors Networks LLC, or CWM, LLC.
We’ve got the whole squad on for today’s show to round out the season. And today we’re discussing Family Banking. How to save for the future. We’ve heard time and time again, the best way to save is by committing to the long term and Scott hosts an incredibly insightful round table discussion with three key team members and returning guests, John, Bonnie and Ashley each with a unique perspective on how to create a family bank.
Here are the highlights from the show:
- How to create a family bank (1:36)
- How does Infinite Banking work? (7:34)
- Cash on Deposit vs. Cash on Loan (10:38)
- Understanding the benefits of a whole life policy (16:10)
- The Pros and Cons of dividend paying whole life insurance (19:33)
- The importance to committing to saving money (24:10)
- Closing remarks and wrapping up this season with the team (26:36)
Resources
Thank you very much for listening. Please share this out with someone you care about, and be sure to rate and review the show. That really helps us climb the charts and get this message out to more people just like you. We are so grateful to have brought to you another season of leaders in the community to provide value for you and your family in an effort to find your way to wealth. We are taking a short break to get the very best of the best all lined up for you.
We’re excited for our next season as we dive deep into the practices that set us apart and have valuable conversations with the leaders of the industry. Stay tuned for more!
Hear Past episodes of the Way2Wealth Podcast!
https://theway2wealth.com
Learn more about our Host, Scott Ford
https://www.carsonwealth.com/team-members/scott-ford/
Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. 19833 Leitersburg Pike, Suite 1 Hagerstown, MD 21742. Guests are not affiliated with Cetera Advisors Networks LLC, or CWM, LLC. Opinions expressed by the presenter may not be representative of Cetera Advisors Networks LLC, or CWM, LLC.
On the show today we welcome Justin Donald. Justin comes to us with high praise from the likes of Garret Gunderson and Rich Christiansen and rightfully so. Entrepreneur Magazine calls Justin Donald the Warren Buffet of Lifestyle Investing. He’s a master of low risk cash-flow investing and specializes in simplifying complex financial strategies. He’s an author and his book “The Lifestyle Investor” hit the Wall Street Journal at number one and his January 2021 release “The Ten Commandments of Cash Flow: Investing for Passive Income and Financial Freedom” is another must have for anyone serious about learning the strategies for success in the market.
Scott and Justin get into the books, Justin’s background and how it lead him to where he is now, how to value your time and much more.
Here are the highlights from the show:
- Learning to value your time (7:43)
- Justin’s start in Real Estate (9:51)
- Where to start when it comes to investing (18:02)
- What’s the best thing you can do for your money? (23:20)
- Flipping business like The Lifestyle Investor (26:10)
- How to build a “wealthy person” portfolio (32:29)
- Learn more about Justin and The Lifestyle Investor (35:14)
Resources
Lean more about our guest, Justin Donald:
www.lifestyleinvestor.com
Interested in learning more about how Justin’s team can help you?
Book a call here: www.lifestyleinvestor.com/consultation
And follow along on the socials:
Instagram: instagram.com/justindonald
LinkedIn: https://www.linkedin.com/in/justinwdonald/
Twitter: https://www.twitter.com/jwdonald1
Facebook: https://www.facebook.com/lifestyleinvestorlive/
Hear More Episodes!
https://theway2wealth.com
Learn more about our Host, Scott Ford
https://www.carsonwealth.com/team-members/scott-ford/
Episode artwork photo by Mathieu Stern on Unsplash
Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. 19833 Leitersburg Pike, Suite 1 Hagerstown, MD 21742. Guests are not affiliated with Cetera Advisors Networks LLC, or CWM, LLC. Opinions expressed by the presenter may not be representative of Cetera Advisors Networks LLC, or CWM, LLC.
Today we welcome Tom Dorsey. Tom co-founded Dorsey, Wright & Associates in 1987 and joined Nasdaq Global Information Services with Nasdaq’s acquisition of his company in 2015. Tom is the author of Point & Figure Charting: The Essential Application for Forecasting and Tracking Market Prices, Thriving as a Broker in the 21st Century and Tom Dorsey’s Trading Tips: A Playbook for Stock Market Success. He has been a regular guest on Fox’s “Cavuto on Business” and “Bulls & Bears” programs, and frequently speaks to audiences worldwide on topics related to the stock market, technical analysis, and Relative Strength investing. Tom is a recipient of the Wharton School of Finance Securities Industry Association’s “Distinguished Speaker Award.” He was also named Alumni of the Year 2000 for Virginia Commonwealth University and was granted the Citizens Community Award from Governor Charles Robb.
On the show, Scott and Tom share their thoughts on investment strategies, the power of AI to help simplify your investing and the critical concepts to synthesize technical analysis in today’s market.
Here are the highlights from the show:
- Acorn accounts and why you need one (5:46)
- The problem with advisors and stockbrokers (7:53)
- The concepts of Relative Strength and Bullish Percent (12:30)
- The importance of AI (17:23)
- Pay attention to Reversals (19:53)
- Three bucket strategy (24:30)
- What to do with your money after retirement (27:04)
Resources
Lean more about our guest, Tom Dorsey:
https://www.nasdaq.com/about/our-people/tom-dorsey
And follow along on the socials:
LinkedIn https://www.nasdaq.com/about/our-people/tom-dorsey
Twitter https://twitter.com/tomdorsey?lang=en
Facebook : https://www.facebook.com/nasdaqdorseywright/
Hear More Episodes!
https://theway2wealth.com
Learn more about our Host, Scott Ford
https://www.carsonwealth.com/team-members/scott-ford/
Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. 19833 Leitersburg Pike, Suite 1 Hagerstown, MD 21742. Guests are not affiliated with Cetera Advisors Networks LLC, or CWM, LLC. Opinions expressed by the presenter may not be representative of Cetera Advisors Networks LLC, or CWM, LLC.
E60 Developing The Next Generation of Entrepreneurs with Connor Boyack
On the show today we welcome Connor Boyack. Connor is the author of 39 books, including the popular Tuttle Twins children’s series. He founded and is president of Libertas Institute, a high-impact think tank. He’s an Executive Producer of the Tuttle Twins Show. He invests in high-impact startups and he shares Scott’s passion of beekeeping as he’s an outlaw beekeeper (contraband honey tastes better!)
He’s won awards, spoken on stages and is celebrated amongst his peers. Despite the accolades, Connor takes the most pride in the personal impact his work has on others. He’s addicted to changing the world for the better, one life at a time and we’re very excited to share with you a glimpse into how his non-profit Libertas Institute does this and how his impact is truly changing the world for the better and in a grassroots way.
Here are the highlights from today’s show:
- How the Tuttle Twins series came about (4:18)
- Home-school co-ops (8:12)
- What are “micro-schools”? (11:19)
- Passion-driven education (16:32)
- Childrens Entrepreneur Market (19:32)
- Where do we start with learning? (22:25)
- Where to get more information about the Tuttle Twins (27:00)
- Waving the flag of support for parents (29:27)
Resources
Lean more about our guest, Connor Boyack:
https://connorboyack.com/
https://libertas.org/
https://tuttletwins.com/
And follow along on the socials:
LinkedIn https://www.linkedin.com/in/cboyack/
Libertas Facebook https://www.facebook.com/libertasutah
Tuttle Twins Facebook https://www.facebook.com/TuttleTwins/
Hear More Episodes!
https://theway2wealth.com
Learn more about our Host, Scott Ford
https://www.carsonwealth.com/team-members/scott-ford/
Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. 19833 Leitersburg Pike, Suite 1 Hagerstown, MD 21742. Guests are not affiliated with Cetera Advisors Networks LLC, or CWM, LLC. Opinions expressed by the presenter may not be representative of Cetera Advisors Networks LLC, or CWM, LLC.
E59 Just Breathe with Niraj Naik
Today we are excited to share with you Niraj Naik, the Renegade Pharmacist. Niraj is a certified UK pharmacist turned holistic wellness, brain-training and breathwork expert. He is one of the world’s most sought-after spiritual ceremony facilitators and leads breathwork workshops around the world. His journey started in the midst of a “burnout” in his corporate career, when he found himself bedridden with chronic illness for more than a year. Healing himself using breathwork techniques and dietary adjustments, Niraj felt motivated to share his knowledge with others. Today, Niraj runs a global breathwork community and trains hundreds of breathwork experts through his SOMA Breath framework, which is also taught at numerous wellness centres in the US, Europe and Asia. Scott and Niraj discuss the benefits of building a team, ensuring you're aligned with the business that you're in and the foundation of a solid business.
Here are the highlights from today’s show:
- How did the “Renegade Pharmacist” come to be? (1:20)
- Niraj’s brush with death and illness (3:00)
- Big pharma and the west vs. ancient wisdom (5:12)
- What are the three key elements of the Ayurvedic system and why do they matter for your health (22:27)
- Most people don’t know how to breathe (37:34)
- Anaerobic vs. aerobic exercise (40:26)
- The Soma breath journey curriculum (28:15)
Resources
Lean more about our guest, Niraj Naik: somabreath.com
And follow along on the socials:
Youtube https://www.youtube.com/c/SOMABreath
LinkedIn https://www.linkedin.com/in/niraj-naik-4a175012
Instagram https://www.instagram.com/nirajnaikofficial/
Soma Breath Instagram https://www.instagram.com/somabreath/
Facebook https://www.facebook.com/nirajnaik11
Soma Breath Facebook https://www.facebook.com/somabreath/
Hear More Episodes!
https://theway2wealth.com
Learn more about our Host, Scott Ford
https://www.carsonwealth.com/team-members/scott-ford/
Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. 19833 Leitersburg Pike, Suite 1 Hagerstown, MD 21742. Guests are not affiliated with Cetera Advisors Networks LLC, or CWM, LLC. Opinions expressed by the presenter may not be representative of Cetera Advisors Networks LLC, or CWM, LLC.
On today’s show, Scott sits down with the author, advisor and catalyst himself, Barry Dyke. Barry is a best-selling author, advisor and speaker committed to telling the truth out about how Wall Street really works. An iconoclast, Barry believes that today’s financial service and retirement planning systems continue to serve Wall Street, the government, the media, Ivy League academia and giant asset managers such as mutual funds more than the common man. Barry and his advisory firm, Castle Asset Management, LLC has made a spiritual, intellectual and professional commitment to act as an economic warrior that looks out for your best interests—not Wall Street. He and Scott discuss common themes in what he coins The Pirates of Manhattan and how you can navigate risk on a financial and personal level.
Here are the highlights from today’s show:
- Truth seeking and Wall Street (3:10)
- Annuities, retirement plans and why major corporations bought astronomically large amounts of them (10:12)
- Has America become enslaved in debt? (14:00)
- Corporations, executives or pirates? (17:46)
- How to take risk off the table (22:18)
- God given talent vs. Media and a controlled narrative (28:15)
- The things you truly can control (29:19)
Resources
Lean more about our guest, Barry Dyke :
https://www.barryjamesdyke.com/ or camnh.com
And follow along on the socials:
Youtube: https://www.facebook.com/thepiratesofmanhattan
Facebook: https://www.facebook.com/thepiratesofmanhattan
Hear More Episodes!
https://theway2wealth.com
Learn more about our Host, Scott Ford
https://www.carsonwealth.com/team-members/scott-ford/
Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. 19833 Leitersburg Pike, Suite 1 Hagerstown, MD 21742. Guests are not affiliated with Cetera Advisors Networks LLC, or CWM, LLC. Opinions expressed by the presenter may not be representative of Cetera Advisors Networks LLC, or CWM, LLC.
We’re back this week with another valuable conversation for anyone looking to invest. Our guest, Dr. Paul Cleveland is a Professor of Economics and Finance at Birmingham-Southern College. He earned his Ph.D. in Economics from Texas A&M University and began his career at SUNY-Geneseo in 1985. He spent one year as a Visiting Professor of Economics at the University of Central Florida in Orlando before joining the faculty at BSC in 1990. His principal academic research is focused on the study of free enterprise and political economy. In pursuing his studies, he reads extensively in the areas of philosophy, theology, and history, which are helpful in exploring the morality of free markets. Within this context, he is interested in examining the proper role of government in society and the problems created when it enacts policies beyond its appropriate boundaries.
Dr. Cleveland is the author of two books: Understanding the Modern Culture Wars and Unmasking the Sacred Lies. He is also co-author of two books: The Great Utopian Delusion with Clarence B. Carson and L. Dwayne Barney and the fourth edition of Basic Economics with Clarence B. Carson. In addition, his articles have been published in numerous places including the Journal of Private Enterprise, the Independent Review, the Journal of Markets & Morality, Religion and Liberty, Areopagus Journal, Mises Daily Articles, and The Freeman: Ideas on Liberty.
Beyond his writing, Dr. Paul Cleveland travels extensively, lecturing on free enterprise in numerous places including universities in Lithuania, Poland, Ukraine, Peru, China, and Taiwan. Finally, he serves as an adjunct scholar for the Alabama Policy Institute, as a part-time scholar for the Apologetics Resource Center, and as a Senior Research Fellow at the Institute for Faith, Work & Economics, and as a fellow for the Manuel H. Johnson Center for Political Economy at Troy University. He and Scott have a great discussion on where we’re currently at with today’s economics.
Here are the highlights from today’s show:
- Economics and Education in America (6:29)
- What is a good school of economic thought? (12:46)
- Respect - Life, Liberty and Property (16:56)
- What is Infinite Banking? (21:21)
- The value of having a war chest of opportunity (29:14)
- Pauls financial advice to others (33:11)
Resources
Lean more about our guest, Dr. Paul Cleveland:
www.boundarystone.org
And follow along on the socials:
Youtube: https://www.youtube.com/@dr.paulcleveland1239
LinkedIn: https://www.linkedin.com/in/clevelandpaul/
Twitter: https://twitter.com/drpaulcleveland
Facebook: https://www.facebook.com/DrPaulCleveland/
Hear More Episodes!
https://theway2wealth.com
Learn more about our Host, Scott Ford
https://www.carsonwealth.com/team-members/scott-ford/
Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. 19833 Leitersburg Pike, Suite 1 Hagerstown, MD 21742. Guests are not affiliated with Cetera Advisors Networks LLC, or CWM, LLC. Opinions expressed by the presenter may not be representative of Cetera Advisors Networks LLC, or CWM, LLC.
Bonnie is back! This week she dives in with Scott on one topic that many of us come up against especially as entrepreneurs; how to plan your exit. Bonnie gives us tips on how to know when it’s time to exit business, insight and lessons she’s learned along the way and why this is an oftentimes overlooked step in protecting your biggest investment.
Here are the highlights from the show:
- How to plan for your exit (1:09)
- Taking your “number off the table” (5:35)
- How to expand your thinking (11:11)
- How does health and wellness play a role (14:59)
- Start valuing your business (22:27)
- How to get started on your exit plan (26:20)
Resources
Lean more about our guest, Bonnie Bailey: https://www.carsonwealth.com/team-members/bonnie-bailey/
Hear More Episodes!
https://theway2wealth.com
Learn more about our Host, Scott Ford
https://www.carsonwealth.com/team-members/scott-ford/
Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. 19833 Leitersburg Pike, Suite 1 Hagerstown, MD 21742. Guests are not affiliated with Cetera Advisors Networks LLC, or CWM, LLC. Opinions expressed by the presenter may not be representative of Cetera Advisors Networks LLC, or CWM, LLC.
What would you do and what could you become if there was nothing within your psychology or circumstances that stood in the way of achieving your most ambitious goals and dreams? What if to truly become abundant it was more than just wealth?
We are revisiting a common theme; the relationship between health and wealth and today, our guest Jason Pickard, stops by to chat with Scott about how his success nearly came at the cost of his life. In 2006, Pickard fulfilled his boyhood ambition by becoming a billion-dollar portfolio manager and partner of hedge fund legend, Paul Tudor Jones at Tudor Investment. By the age of 27, he was recognized as one of the top 30 traders under 30 years old. During that time he was also experiencing a severe health crisis. Tune in to the show to learn how his success nearly came at the cost of his life, how he turned it around and how he’s now helping others do the same in his new online course, “The Abundance Archetype”.
Here are some of the best parts to dive in on from today’s show:
- Jason’s journey to health (2:53)
- What are you running from as entrepreneurs? (11:23)
- Advice for people that want to start their own business (21:41)
- How do you make money in one sentence? (25:11)
- Turning Losing into Learning (30:51)
- The Wheel of Nature and the Chakra System (37:20)
- Scratch your own itch and become an entrepreneur (46:21)
- How did Jason escape his own nightmare? (52:03)
Resources
Lean more about our guest, Jason Pickard:
https://www.instagram.com/jasonpickardofficial
Hear More Episodes!
https://theway2wealth.com
Learn more about our Host, Scott Ford
https://www.carsonwealth.com/team-members/scott-ford/
Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. 19833 Leitersburg Pike, Suite 1 Hagerstown, MD 21742. Guests are not affiliated with Cetera Advisors Networks LLC, or CWM, LLC. Opinions expressed by the presenter may not be representative of Cetera Advisors Networks LLC, or CWM, LLC.
When it comes to options in the financial industry, the list is long. Bonnie Bailey, VP of Business Development drops in for a return visit today to talk to Scott about her experience in deciding on the best option for each individual. Scott and Bonnie discuss what’s out there for individuals looking for Financial Advice, the often subtle differences between firms and the associated costs and pricing structures available.
We clipped the highlights for you below:
- The value of hiring for the job (5:21)
- The importance of clarity from both sides (10:30)
- Understanding the services you’re receiving (13:13)
- Start up costs (15:48)
- Finding the right advisor (18:23)
Resources
Lean more about our guest, Bonnie Bailey: https://www.carsonwealth.com/team-members/bonnie-bailey/
Hear More Episodes!
https://theway2wealth.com
Learn more about our Host, Scott Ford
https://www.carsonwealth.com/team-members/scott-ford/
Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. 19833 Leitersburg Pike, Suite 1 Hagerstown, MD 21742. Guests are not affiliated with Cetera Advisors Networks LLC, or CWM, LLC. Opinions expressed by the presenter may not be representative of Cetera Advisors Networks LLC, or CWM, LLC.
On today’s show, we welcome Morley Robbins, a “retired” Hospital executive (12 yrs) and healthcare consultant (20 yrs), who chose to become a Wellness Coach in 2009. In the conversation, Scott discusses all things minerals with Morley, the self-taught mineral expert. Morley’s highest purpose is to share this decade of daily scientific research on the profound metabolic interplay between 3 key minerals: Magnesium, Bioavailable Copper and Iron. According to Morley, these mineral-driven metabolic concepts are not fully understood, nor appreciated in practitioner circles, and are certainly not in the public’s consciousness. He regularly confers with world-renowned mineral experts, in addition to his research, and focuses on continued research, writing and educational conferences to promote his insights and findings. And today we get to share his story with you.
Here’s a closer look at the conversation:
- The importance of iron stress (3:06)
- The free radical theory of aging (7:16)
- How’s iron tested? (11:23)
- How mitochondria work (15:11)
- How to get copper into your body (19:14)
- The two forms of anemia (24:39)
- Importance of the copper protein (29:03)
- How to bring sovereignty back to the individual level (32:53)
Resources
Learn more about our guest, Morley Robbins:
The MAG Facebook Group: http://gotmag.org
The Root Cause Protocol: http://therootcauseprotocol.com
Hear More Episodes!
https://theway2wealth.com
Learn more about our Host, Scott Ford
https://www.carsonwealth.com/team-members/scott-ford/
Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. 19833 Leitersburg Pike, Suite 1 Hagerstown, MD 21742. Guests are not affiliated with Cetera Advisors Networks LLC, or CWM, LLC. Opinions expressed by the presenter may not be representative of Cetera Advisors Networks LLC, or CWM, LLC.
On this week’s show we explore the relationship between health and wealth sovereignty. Our guest, Teri Cochrane is the founder of the Global Sustainable Health Institute® and an international thought leader in longevity. Through her decades of clinical work, Teri has developed The Cochrane Method®, a future-facing, multisystem health and longevity model. This model examines the intersection of genetic expression due to pathogenic and environmental causes, energy, and her clients’ unique personal blueprint. Teri specializes in solutions to complex health conditions and serves world class athletes. She is the author of the Amazon best-selling new release book, The Wildatarian Diet: Living As Nature Intended.
Here are the highlights from today’s show:
- How Teri got into the field of nutrition (5:42)
- The quest for health and wealth sovereignty (12:18)
- How to honor the animal and the soil (20:09)
- What’s missing in the financial industry (25:27)
- Getting back to health sovereignty and hope (31:23)
Resources
Learn more about our guest, Teri Cochrane:
https://www.tericochrane.com
And follow along on the socials:
Youtube: https://www.youtube.com/c/TeriCochrane
LinkedIn: https://www.linkedin.com/in/teri-cochrane-a8a2041b/
Instagram: https://www.instagram.com/tericochranebeyondnutrition/
Twitter: https://twitter.com/tericochrane
Facebook: https://www.facebook.com/teri.cochrane
https://www.facebook.com/wildatarian
Hear More Episodes!
https://theway2wealth.com
Learn more about our Host, Scott Ford
https://www.carsonwealth.com/team-members/scott-ford/
Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. 19833 Leitersburg Pike, Suite 1 Hagerstown, MD 21742. Guests are not affiliated with Cetera Advisors Networks LLC, or CWM, LLC. Opinions expressed by the presenter may not be representative of Cetera Advisors Networks LLC, or CWM, LLC.
On this week’s show we get into how to develop a stress-free, abundance mindset with the Host of The Big Life, Carl Harvey. Carl is an absolute legend. Over the last 12 years he’s invested over 1 million dollars studying personal growth, and as a result has created a BIG life beyond his wildest expectations. He’s created three 7-figure Passion Businesses with his brother, starred in the Amazon movie “Beyond The Secret”, traveled the world 5 times and helped millions of people. We are excited to have him share his strategies to help you live more abundantly with spiritual law on the front of mind. Here are the highlights from today’s show:
On this week’s show we get into how to develop a stress-free, abundance mindset with the Host of The Big Life, Carl Harvey. Carl is an absolute legend. Over the last 12 years he’s invested over 1 million dollars studying personal growth, and as a result has created a BIG life beyond his wildest expectations. He’s created three 7-figure Passion Businesses with his brother, starred in the Amazon movie “Beyond The Secret”, traveled the world 5 times and helped millions of people. We are excited to have him share his strategies to help you live more abundantly with spiritual law on the front of mind.
Here are the highlights from today’s show:
- Getting kicked out of the house as a teen (3:22)
- What do we really want? (8:40)
- How to create a sustainable business (15:17)
- Flow vs. Force (18:47)
- How do you find your genius and infinite investor DNA (22:37)
- Finding what you love to do (26:44)
- How to create passive income (31:32)
- Best investment in your business (36:15)
Resources
Lean more about our guest, Carl Harvey:
https://www.thebiglife.com
And follow along on the socials:
Facebook: https://www.facebook.com/CarlJHarvey
Instagram: https://www.instagram.com/biglifeshow
YouTube: https://www.youtube.com/c/TheBigLifeshow
Hear More Episodes!
https://theway2wealth.com
Learn more about our Host, Scott Ford
https://www.carsonwealth.com/team-members/scott-ford/
Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. 19833 Leitersburg Pike, Suite 1 Hagerstown, MD 21742. Guests are not affiliated with Cetera Advisors Networks LLC, or CWM, LLC. Opinions expressed by the presenter may not be representative of Cetera Advisors Networks LLC, or CWM, LLC.
On today’s show, our guest Michelle Mendoza shares with us her story of finding her voice and finding peace to live an incredible life, both in business and in play. Listen in as Michelle shares the 4 superpowers to every message, the meaning of “wabi-sabi” and why it matters for empowerment and get a snapshot into her diverse life in communication; everything from talk radio, dance and a fascination for beekeeping!
Here’s a closer look at the conversation today:
- Why are we so angry? (4:49)
- Three things that create happiness (8:50)
- What is wabi-sabi and what does it mean? (12:24)
- The importance of connecting with nature and spiritual experiences (15:47)
- What is wisdom and how does it work? (20:24)
- Four pieces of a sustainable business (25:06)
Resources
Learn More About Michelle!
https://www.mymichellelive.com
https://www.findyourvoice.fun
Hear More Episodes!
https://theway2wealth.com
Learn more about our Host, Scott Ford
https://www.carsonwealth.com/team-members/scott-ford/
Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. 19833 Leitersburg Pike, Suite 1 Hagerstown, MD 21742. Guests are not affiliated with Cetera Advisors Networks LLC, or CWM, LLC. Opinions expressed by the presenter may not be representative of Cetera Advisors Networks LLC, or CWM, LLC.
There’s not one single playbook for building a retirement plan. Advisors and planners are constantly studying and evaluating different options and strategies, and few people have the level of knowledge as today’s guest, Wade Pfau, Ph. D, CFA, RICP®. We’re grateful to have some of this time to pick his brain on retirement planning and get a better understanding of his process for crafting a portfolio and managing assets.
Join us on today’s episode as we discuss these important topics and more:
- How retirement income style awareness is a starting point for creating a retirement income strategy. (3:20)
- Understanding risk tolerance and how it plays into your retirement. (9:52)
- The benefits and merits of different retirement strategies. (11:20)
- How he views the role tax planning plays in retirement. (15:14)
- His feelings about dividend paying whole life. (20:42)
- How to use these investments to provide death benefits. (27:23)
RESOURCES
About our guest: https://retirementresearcher.com/
More Episodes: https://www.theway2wealth.com/episodes/
More About Scott Ford: https://www.carsonwealth.com/team-members/scott-ford/
Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. 19833 Leitersburg Pike, Suite 1 Hagerstown, MD 21742. Guests are not affiliated with Cetera Advisors Networks LLC, or CWM, LLC. Opinions expressed by the presenter may not be representative of Cetera Advisors Networks LLC, or CWM, LLC.
Today we welcome on one of the greatest authors and communicators of all time, Mark Victor Hansen and his wife Crystal Dwyer Hansen, who recently published a wonderful book on bringing our dreams to reality and achieving our destiny. We wanted to explore this idea and find out what has made them so successful at motivating people and inspiring others to reach deeper in finding true meaning.
Join us on today’s episode as we discuss these important topics and more:
- What’s the purpose of the new book? (3:31)
- What’s in our DNA and how do you find ways to support your own unique DNA? (4:17)
- The 3 Cs: Create, Contribute, and be Charitable (10:49)
- The three channels in which we need to learn to ask. (14:42)
- How can you remind yourself of the importance of asking. (21:45)
- What is their earliest childhood memory of money? (27:56)
- What ask would they put out to the audience right now? (32:34)
RESOURCES
About our guest: https://www.amazon.com/dp/164293495X/ref=cm_sw_su_dp
More Episodes: https://www.theway2wealth.com/episodes/
More About Scott Ford: https://www.carsonwealth.com/team-members/scott-ford/
Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. 19833 Leitersburg Pike, Suite 1 Hagerstown, MD 21742. Guests are not affiliated with Cetera Advisors Networks LLC, or CWM, LLC. Opinions expressed by the presenter may not be representative of Cetera Advisors Networks LLC, or CWM, LLC.
Finding harmony with nature always seems to bring about the best results for anything we do in life. In business, it’s essential that we find that balance in order to build a sustainable business that produces sustainable wealth. Ari Weinzweig, co-founder of Zingerman’s, has applied natural law throughout his career with extraordinary results and today we’re tapping into that knowledge to learn more about his philosophy on business.
Join us on today’s episode as we discuss these important topics and more:
- His thoughts on natural law and how it ties into business. (4:24)
- Creating clarity for family and business through visioning. (11:00)
- How they use the ‘hot penning’ process to help people tap into their heart. (20:32)
- Why humility could solve many of our problems. (32:06)
RESOURCES
About our guest: https://www.zingtrain.com/trainer/ari-weinzweig/
More Episodes: https://www.theway2wealth.com/episodes/
More About Scott Ford: https://www.carsonwealth.com/team-members/scott-ford/
Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. 19833 Leitersburg Pike, Suite 1 Hagerstown, MD 21742. Guests are not affiliated with Cetera Advisors Networks LLC, or CWM, LLC. Opinions expressed by the presenter may not be representative of Cetera Advisors Networks LLC, or CWM, LLC.
You don’t have to keep up with the news to know that America’s economy has been quite shaky in recent years while the debt continues to soar. So where do we go from here? Former US Comptroller General David Walker joins us to lend his expertise on our country's fiscal policies and discuss his view on what steps we need to take as a country and individually.
Join us on today’s episode and we break down these topics and much more with David:
- The premise for his recent book and why he’s worried about the future of America. (2:01)
- The biggest challenges we’re facing right now in 2022. (11:09)
- What needs to change with the fiscal policy in America? (13:41)
- The problems within our current society and why we think short-term. (19:56)
- What can be done to improve fiscal sustainability? (22:11)
- Why you need to re-think the vehicles you’re using for saving and investing right now. (24:34)
- Where you need to focus as an individual to take control of your own future. (27:10)
RESOURCES
About our guest: https://www.amazon.com/David-M.-Walker/e/B001HMKLBI%3Fref=dbs_a_mng_rwt_scns_share
More Episodes: https://www.theway2wealth.com/episodes/
More About Scott Ford: https://www.carsonwealth.com/team-members/scott-ford/
Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. 19833 Leitersburg Pike, Suite 1 Hagerstown, MD 21742. Guests are not affiliated with Cetera Advisors Networks LLC, or CWM, LLC. Opinions expressed by the presenter may not be representative of Cetera Advisors Networks LLC, or CWM, LLC.
We were introduced to Jon Vroman of Front Row Dads recently through Rich Christiansen and we were immediately drawn in to his approach to life and business. He joins us on this episode to talk about how he’s built a network of more than 200 dads around the world to help each other get aligned with what matters most, our family.
Join us on today’s episode as we discuss these important topics and more:
- How he came up with the idea of Front Row Dads and what he wanted to accomplish. (3:00)
- How can you identify integrity in someone? (13:00)
- A story about how Jon and his dad recently connected. (15:55)
- Earliest childhood memories of money and how that’s carried throughout life. (21:06)
- What is something we struggle with that we know we need to improve? (33:16)
- What advice would you give your younger self? (39:09)
- Why it’s important to remember who you are. (44:28)
RESOURCES
About our guest: https://frontrowdads.com/
More Episodes: https://www.theway2wealth.com/episodes/
More About Scott Ford: https://www.carsonwealth.com/team-members/scott-ford/
Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. 19833 Leitersburg Pike, Suite 1 Hagerstown, MD 21742. Guests are not affiliated with Cetera Advisors Networks LLC, or CWM, LLC. Opinions expressed by the presenter may not be representative of Cetera Advisors Networks LLC, or CWM, LLC.
A new year means health and fitness will be at the top of many people’s list of goals but getting back into a routine and finding the methods that truly work can keep you from even getting started. Ben Greenfield is a performance consultant who has fully immersed himself into this world, and he joins the show to talk about routines and methods that are most effective and why you should think of your body as a battery to help you recharge.
Join us on today’s episode as we discuss these important topics and more:
- The longevity and health practices that haven’t changed over time. (5:31)
- Protecting your body from infrared light and non-native electricity. (13:29)
- What new trends get him excited now? (17:57)
- Technology and routines to improve workouts. (23:50)
- Why legacy and building generational wealth has become a major focus in his life. (27:33)
- Think about your body as a battery to understand how to maximize your health. (33:07)
RESOURCES
About our guest: https://bengreenfieldlife.com/
More Episodes: https://www.theway2wealth.com/episodes/
More About Scott Ford: https://www.carsonwealth.com/team-members/scott-ford/
Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. 19833 Leitersburg Pike, Suite 1 Hagerstown, MD 21742. Guests are not affiliated with Cetera Advisors Networks LLC, or CWM, LLC. Opinions expressed by the presenter may not be representative of Cetera Advisors Networks LLC, or CWM, LLC.
Every business has to put an emphasis on growth in order to sustain itself but can you build your business in a more rewarding way? Our guest today is Dan King, co-founder of Fireside Strategic, helps companies focus on the human side of business growth and brings a unique perspective on finding your why. We’ll discuss those things and also tap into his wealth of knowledge for advice on implementing this strategy into your own business.
Join us on today’s episode as we discuss these important topics and more:
- A little bit of Dan’s backstory and how he moved from law to entrepreneurship. (2:24)
- Where do business owners get it wrong? (7:43)
- How can you find your why and purpose for life beyond the exit. (12:04)
- His first memory of money and how he developed a frugal mindset early on. (15:04)
- The best piece of advice he would give about true wealth. (18:26)
- Why he feels acquisitions are the biggest shortcut to building wealth. (23:39)
- The one simple thing that you can implement today. (32:08)
RESOURCES
About our guest: https://www.firesidestrategic.com/
More Episodes: https://www.theway2wealth.com/episodes/
More About Scott Ford: https://www.carsonwealth.com/team-members/scott-ford/
Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. 19833 Leitersburg Pike, Suite 1 Hagerstown, MD 21742. Guests are not affiliated with Cetera Advisors Networks LLC, or CWM, LLC. Opinions expressed by the presenter may not be representative of Cetera Advisors Networks LLC, or CWM, LLC.
What better way to find true wealth and happiness in life than to be able to drive business success through investing in others? That’s the method John Ruhlin has perfected over the course of his career and now helps business owners understand and execute. His Giftology system has turned gifting into a highly-effective marketing strategy that not only drives revenue but also retains clients and improves culture. Learn all about his philosophies on giving in a conversation that we know will resonate with you.
Join us on today’s episode as we discuss these important topics and more:
- How John came from a farming background to becoming a top salesperson at Cutco. (2:08)
- Relationship capital and what he learned from his mentor. (8:04)
- The human need of being seen and loved. (14:27)
- Why the Giftology blueprint can help you build this into your daily routine. (19:28)
- Reasons why you would try this method. (26:49)
- The next steps you can take right now and try in your own life. (30:51)
RESOURCES
About our guest: https://johnruhlin.com/
More Episodes: https://www.theway2wealth.com/episodes/
More About Scott Ford: https://www.carsonwealth.com/team-members/scott-ford/
Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. 19833 Leitersburg Pike, Suite 1 Hagerstown, MD 21742. Guests are not affiliated with Cetera Advisors Networks LLC, or CWM, LLC. Opinions expressed by the presenter may not be representative of Cetera Advisors Networks LLC, or CWM, LLC.
Today’s guest isn’t your typical entrepreneur and business. Yanik Silver didn’t earn the nicknames Cosmic Catalyst and Galactic Goofball by doing things the way they’ve always been done. But that’s what makes him most interesting and why he’s built a network of entrepreneurs whose strive to make an impact and build revenue but do it without taking themselves too seriously. Learn more about his process on this episode and why he’s focused on the head, heart, and higher purpose.
Join us on today’s episode as we discuss these important topics and more:
- The story of his family moving from Russia to where he is now. (2:02)
- How to raise kids without entitlement. (11:02)
- Explaining why he focuses on head, heart and higher purpose (16:31)
- Answering the question of ‘Now What?’ for entrepreneurs. (20:49)
- What would you do even if you failed? (36:59)
- 5 big levers we have as entrepreneurs. (40:33)
- Why journaling is so important to Yanik. (49:34)
- Best way to learn more about how Yanik can help your business. (56:08)
RESOURCES
About our guest: https://yaniksilver.com/
More Episodes: https://www.theway2wealth.com/episodes/
More About Scott Ford: https://www.carsonwealth.com/team-members/scott-ford/
Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. 19833 Leitersburg Pike, Suite 1 Hagerstown, MD 21742. Guests are not affiliated with Cetera Advisors Networks LLC, or CWM, LLC. Opinions expressed by the presenter may not be representative of Cetera Advisors Networks LLC, or CWM, LLC.
Having money without happiness will never fulfill you but marrying the two is never easy. Today’s guest knows that firsthand as she’s had a great job, experienced bankruptcy, and ultimately found her life’s calling. Mindie Kniss joins us to share that incredible journey and help us get a better idea of how we can achieve that balance.
Join us on today’s episode as we discuss these important topics and more:
- Her journey from a Fortune 500 job out of college to bankruptcy to finding her life purpose today. (2:02)
- Embracing what the universe gives to us. (7:09)
- What was her earliest childhood memory of money? (10:32)
- The lessons she learned from the financial struggles she’s faced and overcome. (15:14)
- Her view on the wealth mindset and trading. (22:03)
- The best piece of financial advice she’s ever received. (27:04)
RESOURCES
About our guest:
https://mindiekniss.com/
https://lucra.com/
More Episodes: https://www.theway2wealth.com/episodes/
More About Scott Ford: https://www.carsonwealth.com/team-members/scott-ford/
Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. 19833 Leitersburg Pike, Suite 1 Hagerstown, MD 21742. Guests are not affiliated with Cetera Advisors Networks LLC, or CWM, LLC. Opinions expressed by the presenter may not be representative of Cetera Advisors Networks LLC, or CWM, LLC.
For many people, the idea of building wealth isn’t just something they want to achieve during their lifetime. To create true well-being for your family, you have to pursue the resources to build a plan that lasts for generations. James E. Hughes has helped families accomplish this for five decades through advising, writing, and now with his foundation. Today he’ll share some of that wisdom with us and help us better understand the steps to achieving generational well-being.
Join us on today’s episode as we discuss these important topics and more:
- How does James define wealth? (3:27)
- Explaining the adage of shirtsleeves to shirtsleeves (13:00)
- What you need to priority with your family. (22:00)
- The three patterns we see too often in planning. (30:27)
- The next steps you can take to help your family flourish. (33:32)
RESOURCES
About our guest:
https://www.jamesehughes.com/
https://jehjf.org/
More Episodes: https://www.theway2wealth.com/episodes/
More About Scott Ford: https://www.carsonwealth.com/team-members/scott-ford/
Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. 19833 Leitersburg Pike, Suite 1 Hagerstown, MD 21742. Guests are not affiliated with Cetera Advisors Networks LLC, or CWM, LLC. Opinions expressed by the presenter may not be representative of Cetera Advisors Networks LLC, or CWM, LLC.
Inflation has dominated financial headlines for the past year and it will likely continue to be the story heading into the new year. So what can you do as an investor to keep up these soaring rates? Jake Stone, MBA, RFC® joins us on this episode to talk about the different options we utilize in the growth and income buckets of planning to combat inflation.
Join us on today’s episode as we discuss these important topics and more:
- What is Jake hearing on inflation right now. (1:55)
- How do you keep up with inflation through investing? (5:27)
- Mortgage payments during periods of high inflation. (10:52)
- What are the options in the income bucket? (19:32)
- The way we design the Way2Wealth® to combat inflation. (24:19)
RESOURCES
About our guest: https://www.carsonwealth.com/team-members/jake-stone/
More Episodes: https://www.theway2wealth.com/episodes/
More About Scott Ford: https://www.carsonwealth.com/team-members/scott-ford/
Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. 19833 Leitersburg Pike, Suite 1 Hagerstown, MD 21742. Guests are not affiliated with Cetera Advisors Networks LLC, or CWM, LLC. Opinions expressed by the presenter may not be representative of Cetera Advisors Networks LLC, or CWM, LLC.
Today’s guest, Ken Walls, will tell you that dollars follow attention, which is why it’s important that you are attracting eyes to yourself and your business every day. One avenue more and more people are taking to do this is through video and Ken has created an academy to help business owners and entrepreneurs understand and apply this strategy.
Join us on today’s episode as we discuss these important topics and more:
- How his passion for streaming began and how his academy was formed. (1:46)
- The number one thing you can do to improve your business and life now. (12:09)
- We’re all programmed differently so taking different paths should be encouraged. (20:25)
- The best piece of financial advice we’ve been given. (24:17)
- Why podcasting has become such a valuable medium. (30:01)
- The wisdom he wants to share on meditation and believing in your own abilities. (34:46)
RESOURCES
About our guest: https://www.growliveacademy.com/
More Episodes: https://www.theway2wealth.com/episodes/
More About Scott Ford: https://www.carsonwealth.com/team-members/scott-ford/
Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. 19833 Leitersburg Pike, Suite 1 Hagerstown, MD 21742. Guests are not affiliated with Cetera Advisors Networks LLC, or CWM, LLC. Opinions expressed by the presenter may not be representative of Cetera Advisors Networks LLC, or CWM, LLC.
One of the biggest challenges people have as they move closer to financial independence is finding their purpose. With extra time and fewer responsibilities, we lose that sense of routine that we’ve relied on for so long, but there’s no reason why the second half of life can’t be better than the first. That’s what today’s guest, John Anderson, helps people with every day thanks to a program that replaces retirement with intentional living.
Join us on today’s episode as we discuss these important topics and more:
- What is the Legacy Map and how to apply that to your daily living. (5:40)
- How accountability works better as a triangle. (7:49)
- The connection between the digital age and the analog operation of nature. (15:01)
- Aligning what we believe with our money and how nature ties into all of this. (23:33)
- What customer intimacy means and why it’s important. (33:04)
- Forming these patterns around money at an early age and breaking those for future generations. (42:04)
- The best piece of money advice that John wants to share. (43:43)
RESOURCES
About our guest: https://replaceretirement.com/
More Episodes: https://www.theway2wealth.com/episodes/
More About Scott Ford: https://www.carsonwealth.com/team-members/scott-ford/
Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. 19833 Leitersburg Pike, Suite 1 Hagerstown, MD 21742. Guests are not affiliated with Cetera Advisors Networks LLC, or CWM, LLC. Opinions expressed by the presenter may not be representative of Cetera Advisors Networks LLC, or CWM, LLC.
Connecting with nature provides many benefits to the mind and body so it’s not a surprise that it might also have a positive influence on our finances. Today we’ve invited Bryan Doreian from SDG Impact Fund to explore this idea of regenerative wealth and applying that approach to our money can reap many great benefits.
Join us on today’s episode as we discuss these important topics and more:
- What is SDG Impact Fund and what are they up to? (2:57)
- A detailed breakdown of regenerative wealth as Bryan views it. (9:40)
- Taking a stewardship approach to investing. (20:32)
- Having awareness of assets and markets. (24:46)
RESOURCES
About our guest: https://bryanwdoreian.com/
More Episodes: https://www.theway2wealth.com/episodes/
More About Scott Ford: https://www.carsonwealth.com/team-members/scott-ford/
Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. 19833 Leitersburg Pike, Suite 1 Hagerstown, MD 21742. Guests are not affiliated with Cetera Advisors Networks LLC, or CWM, LLC. Opinions expressed by the presenter may not be representative of Cetera Advisors Networks LLC, or CWM, LLC.
The financial industry can be a complicated one to sift through because of the range of services and fees that you can find when searching for advice and guidance. Today we’ve invited Bonnie Bailey, VP of Business Development at Carson Wealth, to talk with us about the variety of services you’ll find and to help us understand all of the costs that you might incur.
Join us on today’s episode as we discuss these important topics and more:
- Why Scott treats costs as part of the investment. (1:33)
- The different types of services and how fees are charged for each. (6:34)
- Transparency in what your all-in costs cover is important to get. (13:00)
- A breakdown of the different types of fees and what they cover. (14:36)
- How to make sure you’re aligned with the team you’re working with. (19:11)
RESOURCES
About our guest: https://www.carsonwealth.com/team-members/bonnie-bailey/
More Episodes: https://www.theway2wealth.com/episodes/
More About Scott Ford: https://www.carsonwealth.com/team-members/scott-ford/
Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. 19833 Leitersburg Pike, Suite 1 Hagerstown, MD 21742. Guests are not affiliated with Cetera Advisors Networks LLC, or CWM, LLC. Opinions expressed by the presenter may not be representative of Cetera Advisors Networks LLC, or CWM, LLC.
Each of us possess a unique personality when it comes to money, and that’s what drives the decisions we make and determines what motivates our financial satisfaction. This ‘Money DNA’ is in all of us, but how do we find out what it is? Entrepreneur Dan Mangena joins us to explore this idea and help us all find the deeper meaning to wealth beyond the money.
Join us on today’s episode as we discuss these important topics and more:
- The story of why he left a successful business and moved halfway around the world. (2:20)
- The best piece of financial advice he’s ever received. (5:29)
- His explanation and expression of ‘Money DNA’. (7:37)
- Specific examples and tests he uses to help find someone’s ‘Money DNA’ (14:57)
- Why strategies aren’t going to apply to every person. (20:11)
RESOURCES
About our guest: https://bit.ly/3TEUzpD
More Episodes: https://www.theway2wealth.com/episodes/
More About Scott Ford: https://www.carsonwealth.com/team-members/scott-ford/
Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. 19833 Leitersburg Pike, Suite 1 Hagerstown, MD 21742. Guests are not affiliated with Cetera Advisors Networks LLC, or CWM, LLC. Opinions expressed by the presenter may not be representative of Cetera Advisors Networks LLC, or CWM, LLC.
The older you get, the more you realize that money and work don’t truly mean too much in the grand scheme of things. Where we find true wealth and happiness is through family and the meaningful bonds we’re able to create.
Today’s guest, Rich Christiansen, has developed a program to help people become intentional about the time they spend with their children in order to give them the confidence to pass on the values and legacy that’s most important.
Join us on today’s episode as we discuss these important topics and more:
- Rich’s perspective on gratitude and how that ties into happiness. (2:41)
- Why happiness is a choice and not an entitlement. (9:34)
- How Legado came to be formed. (16:21)
- Defining the Legado Family structure. (23:45)
- The role symbols play in the family.(26:32)
- The critical ages for children and how Rich approaches these years. (34:14)
- How Way2Wealth creates structure for the legacy piece of wealth management. (42:58)
RESOURCES
About our guest: https://legadofamily.com/
More Episodes: https://www.theway2wealth.com/episodes/
More About Scott Ford: https://www.carsonwealth.com/team-members/scott-ford/
Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. 19833 Leitersburg Pike, Suite 1 Hagerstown, MD 21742. Guests are not affiliated with Cetera Advisors Networks LLC, or CWM, LLC. Opinions expressed by the presenter may not be representative of Cetera Advisors Networks LLC, or CWM, LLC.
We talk about simplicity all the time as part of the Way2Wealth® journey and today’s guest has fully embraced this way of living. Paul Akers has championed the Lean approach in all aspects of life and it’s not only led to success but also fulfillment and happiness. Today we’ll learn more about his core values and the principles he uses to guide his work and relationships.
Join us on today’s episode as we discuss these important topics and more:
- What is Lean and the story of how he came to fully understand it. (5:11)
- Why education is the foundation for a good life. (7:24)
- The benefits to putting Lean into an organization. (9:13)
- Life is about what you give, not what you get. (12:42)
- The story of being entrepreneur at a young age and saving for a car by 15. (16:50)
- How to apply Lean principles to business. (21:50)
- The one piece of advice he’d give on how to approach life. (27:00)
RESOURCES
About our guest: https://paulakers.net/
More Episodes: https://www.theway2wealth.com/episodes/
More About Scott Ford: https://www.carsonwealth.com/team-members/scott-ford/
Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. 19833 Leitersburg Pike, Suite 1 Hagerstown, MD 21742. Guests are not affiliated with Cetera Advisors Networks LLC, or CWM, LLC. Opinions expressed by the presenter may not be representative of Cetera Advisors Networks LLC, or CWM, LLC.
The key to every successful relationship is to first have love for ourselves and who we are. We all struggle with this inner bonding to some degree but finding that self-worth can be life changing. Today we’ll spend time with Dr. Margaret Paul to better understand her process for self-healing and why it’s the key to building loving relationships.
Join us on today’s episode as we discuss these important topics and more:
- Why does love start with loving yourself? (5:08)
- A breakdown of the six steps to inner bonding (9:22)
- Advice for how to get inside your body. (16:45)
- Ways we abandon ourselves and the effect that has. (19:19)
- How this applies to work relationships and culture. (22:27)
- The 3 pillars to excellent health. (24:45)
- How to learn more about Dr. Paul and the services they offer. (29:35)
RESOURCES
About our guest: https://www.innerbonding.com
More Episodes: https://www.theway2wealth.com/
More About Scott Ford: https://www.carsonwealth.com/team-members/scott-ford/
Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. 19833 Leitersburg Pike, Suite 1 Hagerstown, MD 21742. Guests are not affiliated with Cetera Advisors Networks LLC, or CWM, LLC. Opinions expressed by the presenter may not be representative of Cetera Advisors Networks LLC, or CWM, LLC.
As an entrepreneur or business leader, you pour so much time and energy into your work that you want to be able to enjoy the success when it happens but, all too often, that isn’t the case.
Studies show that 72% of leaders and entrepreneurs are either directly or indirectly affected by mental health issues, which is significantly more than people that aren’t in these positions. It’s also why today’s guest has devoted her work to helping coach these leaders during times of emotional stress.
Gemma Stone has offered behind-the-scenes psychological support to leaders and entrepreneurs for over 20 years and she’s with us on this episode to talk about this side of the work we do. It’s not something that we speak openly about very much, but it’s important to have these discussions because we’ve all dealt with these mental struggles to some degree. We hope this show will help shine the light on the trauma that many people carry with them and provide ways to deal with these issues.
Join us on today’s episode as we discuss these important topics and more:
- How she got started in this line of work. (4:02)
- The earliest memory she had of money and how it pushed her. (6:53)
- Aligning the conscious, sub-conscious and unconscious to create sustainable success. (10:09)
- How to identify the trauma in your mind and how to address it. (14:08)
- Examples of ways people have sabotaged themselves. (21:09)
- She explains psychological evolution and shares an example. (23:51)
- The importance of separating your identity from the things that you do. (28:24)
- How to learn more about the work Gemma and connect with her. (35:08)
RESOURCES
About our guest: https://gemmastone.org/
More Episodes: https://www.theway2wealth.com/episodes/
More About Scott Ford: https://www.carsonwealth.com/team-members/scott-ford/
Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. 19833 Leitersburg Pike, Suite 1 Hagerstown, MD 21742. Guests are not affiliated with Cetera Advisors Networks LLC, or CWM, LLC. Opinions expressed by the presenter may not be representative of Cetera Advisors Networks LLC, or CWM, LLC.
With market volatility comes emotional decision making. However, following a defined process like the Way2WealthⓇ can ensure your finances are safe now and into the future. With our guest, Jake Stone, we’ll break down emotional decision making and some ways you can protect your finances through the bucket strategy.
Join us on today’s episode and we break down these topics and much more with Jake:
- What do we see going on in the market? How do we put this into perspective? (8:00)
- Strategies to keep up with inflation and the changing value of the dollar. (13:00)
- What are some examples people can implement in the growth bucket? (16:19)
- Following the process will keep you and your finances safe. (21:43)
RESOURCES
About our guest: https://www.carsonwealth.com/team-members/jake-stone/
More Episodes: https://www.theway2wealth.com/episodes/
More About Scott Ford: https://www.carsonwealth.com/team-members/scott-ford/
Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. 19833 Leitersburg Pike, Suite 1 Hagerstown, MD 21742. Guests are not affiliated with Cetera Advisors Networks LLC, or CWM, LLC. Opinions expressed by the presenter may not be representative of Cetera Advisors Networks LLC, or CWM, LLC.
As we all know we’ve been experiencing an unprecedented bull market since 2009. So, the volatility we are feeling now is making investors nervous. To break down this topic we are welcoming back a former guest, Jonathan Mullins.
When you don’t know what the future is going to hold it’s easy to fall into a recency bias. While it can be an uncertain time, we know that consumers are consistent and the market will eventually recover.
On today’s episode, we’re going to put the market in perspective and discuss some strategies you can use to help protect your financial freedom. Join us as we break down these topics and much more with Jonathan:
- Market volatility can make us nervous and how we get a recency bias. (4:14)
- Why is “bucketing” so important and how does it keep you on track? (10:45)
- We need to appreciate life, Time is all we have. (12:22)
- What are some options available when it comes to the income bucket? (21:08)
RESOURCES
About our guest: https://www.carsonwealth.com/team-members/jonathan-mullins/
More Episodes: https://www.theway2wealth.com/episodes/
More About Scott Ford: https://www.carsonwealth.com/team-members/scott-ford/
Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. 19833 Leitersburg Pike, Suite 1 Hagerstown, MD 21742. Guests are not affiliated with Cetera Advisors Networks LLC, or CWM, LLC. Opinions expressed by the presenter may not be representative of Cetera Advisors Networks LLC, or CWM, LLC.
With current market volatility, many investors are starting to get worried. But practicing patients and planning can help withstand these market bumps. On today’s episode, we’ll discuss investments and volatility with Managing Partner and Chief Strategy Officer at Carson Wealth, Burt White.
About our guest: www.carsongroup.com
TIMESTAMPS:
1:37 – What is your experience and background?
4:37 – Volatility as a fine or a fee
9:02 - Practicing patience and persistence
13:48 – The bucket approach
16:59 – Emotionally withstanding volatility
22:30 – Big scary things
27:50 – Progress happens slow
32:33 – Your earliest memory of money?
Read the full blog and get additional information on The Way2Wealth®: https://www.theway2wealth.com/episodes/
RESOURCES
More on The Way2Wealth®: https://www.theway2wealth.com/
More About Scott Ford: https://www.carsonwealth.com/team-members/scott-ford/
Subscribe to Our YouTube Channel: https://bit.ly/354Pd2M
Subscribe on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-way2wealth/id1607901600
Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. 19833 Leitersburg Pike, Suite 1 Hagerstown, MD 21742. Guests are not affiliated with Cetera Advisors Networks LLC, or CWM, LLC. Opinions expressed by the presenter may not be representative of Cetera Advisors Networks LLC, or CWM, LLC.
What is life without experiences? On today’s show, we discuss the value of building experiences beyond monetary goals with Garrett Gunderson.
Learn more about Garrett and his mission: https://garrettgunderson.com/
TIMESTAMPS
0:53 – Welcome back to the show Garrett!
2:20 – What are your thoughts on experiences?
3:53 – Spending time on ourselves
8:28 - Doing things and confronting fear
11:41 – Space and margin in life
15:41 – How is your comedy special going?
20:25 – What’s the message you want to send?
22:44 – Connection and overcoming fear
24:06 – Discussing family constitution
27:04 – How can people learn more?
Read the full blog and get additional information on The Way2Wealth®: https://www.theway2wealth.com/episodes/
RESOURCES
More on The Way2Wealth®: https://www.theway2wealth.com/
More About Scott Ford: https://www.carsonwealth.com/team-members/scott-ford/
Subscribe to Our YouTube Channel: https://bit.ly/354Pd2M
Subscribe on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-way2wealth/id1607901600
Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. 19833 Leitersburg Pike, Suite 1 Hagerstown, MD 21742. Guests are not affiliated with Cetera Advisors Networks LLC, or CWM, LLC. Opinions expressed by the presenter may not be representative of Cetera Advisors Networks LLC, or CWM, LLC.
What does financial freedom mean to you? On today’s episode, Jamie Hopkins joins us to discuss the powerful idea of financial freedom.
TIMESTAMPS
1:51 – Welcome Jamie Hopkins!
6:15 – What does financial freedom mean to you?
11:14 – What steps make sense to reach financial freedom?
16:36 – What should business owners be aware of?
22:41 – Any other advice you want to share?
Read the full blog and get additional information on The Way2Wealth®: https://www.theway2wealth.com/episodes/
RESOURCES
More on The Way2Wealth®: https://www.theway2wealth.com/
More About Scott Ford: https://www.carsonwealth.com/team-members/scott-ford/
Subscribe to Our YouTube Channel: https://bit.ly/354Pd2M
Subscribe on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-way2wealth/id1607901600
Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. 19833 Leitersburg Pike, Suite 1 Hagerstown, MD 21742. Guests are not affiliated with Cetera Advisors Networks LLC, or CWM, LLC. Opinions expressed by the presenter may not be representative of Cetera Advisors Networks LLC, or CWM, LLC.
How are we to enjoy our wealth without our health? On today’s episode, our guest Dr. Diva Nagula will share his amazing journey through business and a cancer diagnosis and how he’s changed his life through nutrition, health, and spirituality.
TIMESTAMPS
2:20 – Dr. Diva’s background
10:26 – Why is inflammation so important?
13:01 – The change in his journey and career
15:32 – The system is backwards
18:48 – The importance of spirituality
20:17 – A few critical things to focus on
Read the full blog and get additional information on The Way2Wealth®: https://www.theway2wealth.com/episodes/
RESOURCES
Check out Diva's book: https://fromdoctortopatient.com/read-the-book/
More on The Way2Wealth®: https://www.theway2wealth.com/
More About Scott Ford: https://www.carsonwealth.com/team-members/scott-ford/
Subscribe to Our YouTube Channel: https://bit.ly/354Pd2M
Subscribe on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-way2wealth/id1607901600
Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. 19833 Leitersburg Pike, Suite 1 Hagerstown, MD 21742. Guests are not affiliated with Cetera Advisors Networks LLC, or CWM, LLC. Opinions expressed by the presenter may not be representative of Cetera Advisors Networks LLC, or CWM, LLC.
Ben Falk, the ecologist, and permaculture expert joins us on today’s episode to explore the role the environment plays in our journey to find health, wealth, and happiness.
TIMESTAMPS
0:42 – Welcome Ben Falk!
2:57 – How did you get into this space?
4:28 – How would you define wealth?
8:10 – What is your definition of permaculture?
15:31 – Naturalizing the economy
19:56 - What really is wealth?
26:35 – Starting at Zone 0
31:16 – Healing the soil
34:17 – Re-investment in land
39:33 – The role of legacy
44:29 - How you can be involved
Read the full blog and get additional information on The Way2Wealth®: https://www.theway2wealth.com/episodes/
RESOURCES
Check out Ben's book: https://www.chelseagreen.com/product/the-resilient-farm-and-homestead/
More on The Way2Wealth®: https://www.theway2wealth.com/
More About Scott Ford: https://www.carsonwealth.com/team-members/scott-ford/
Subscribe to Our YouTube Channel: https://bit.ly/354Pd2M
Subscribe on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-way2wealth/id1607901600
Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. 19833 Leitersburg Pike, Suite 1 Hagerstown, MD 21742. Guests are not affiliated with Cetera Advisors Networks LLC, or CWM, LLC. Opinions expressed by the presenter may not be representative of Cetera Advisors Networks LLC, or CWM, LLC.
Today we are continuing our conversation with the CEO of Carson Wealth, Ron Carson. We'll explore the importance of having a dream and purpose in business and in life.
TIMESTAMPS
0:42 – The core of happiness
4:22 – Live your life by design
8:00 – What’s the opposite of your dream?
10:32 – Giving people your time
15:53 – Values and your family mission
19:40 – Empowering your children
23:14 – Living in truth and wisdom
Read the full blog and get additional information on The Way2Wealth®: https://www.theway2wealth.com/episodes/
RESOURCES
About our guest: https://www.carsonwealth.com/team-members/ron-carson/
More on The Way2Wealth®: https://www.theway2wealth.com/
More About Scott Ford: https://www.carsonwealth.com/team-members/scott-ford/
Subscribe to Our YouTube Channel: https://bit.ly/354Pd2M
Subscribe on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-way2wealth/id1607901600
Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. 19833 Leitersburg Pike, Suite 1 Hagerstown, MD 21742. Guests are not affiliated with Cetera Advisors Networks LLC, or CWM, LLC. Opinions expressed by the presenter may not be representative of Cetera Advisors Networks LLC, or CWM, LLC.
Do you have an exit plan developed with your business? As a CEO or entrepreneur, it can be difficult to think about leaving your company, but you’ve worked hard to accumulate wealth and you likely want to enjoy it. On today’s episode, John Ratliff explores developing exit strategies with business owners and CEOs and how he’s helping these high-level professionals enjoy their wealth.
TIMESTAMPS
1:12 – Welcome to the show John!
4:36 – What brings about happiness?
9:09 – When’s the right time to think about an exit?
11:39 – Making yourself redundant in your business
19:04 - Why the bigger number?
22:49 – Creating a perpetual philanthropy model
26:32 – Creating core values and a foundation
32:00 – What happens if you don’t get it right?
38:20 – This is your biggest asset, get it right
44:15 – Having someone that’s been there on your side
Read the full blog and get additional information on The Way2Wealth®: https://www.theway2wealth.com/episodes/
RESOURCES
More on The Way2Wealth®: https://www.theway2wealth.com/
More About Scott Ford: https://www.carsonwealth.com/team-members/scott-ford/
Subscribe to Our YouTube Channel: https://bit.ly/354Pd2M
Subscribe on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-way2wealth/id1607901600
Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. 19833 Leitersburg Pike, Suite 1 Hagerstown, MD 21742. Guests are not affiliated with Cetera Advisors Networks LLC, or CWM, LLC. Opinions expressed by the presenter may not be representative of Cetera Advisors Networks LLC, or CWM, LLC.
Your most valuable asset is your time. You can always get more money, you can’t get more time. On today’s episode, we’ll explore the power of living in the now with our guest Bonnie Bailey, CFPⓇ.
TIMESTAMPS
0:00 – Focusing on the now
2:08 – Present living, experience, and learning
3:05 – What does living now mean to you?
4:54 – Our industries focus on the future
9:13 – Bringing meditation into your routine
12:10 – Three most impactful books
14:34 – Financial planning and the now
18:41 – A miserable billionaire
Read the full blog and get additional information on The Way2Wealth®: https://www.theway2wealth.com/episodes/
RESOURCES
More about Bonnie: https://www.carsonwealth.com/team-members/bonnie-bailey/
More on The Way2Wealth®: https://www.theway2wealth.com/
More About Scott Ford: https://www.carsonwealth.com/team-members/scott-ford/
Subscribe to Our YouTube Channel: https://bit.ly/354Pd2M
Subscribe on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-way2wealth/id1607901600
Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. 19833 Leitersburg Pike, Suite 1 Hagerstown, MD 21742. Guests are not affiliated with Cetera Advisors Networks LLC, or CWM, LLC. Opinions expressed by the presenter may not be representative of Cetera Advisors Networks LLC, or CWM, LLC.
Financial planning, saving for retirement, and acquiring assets, are all great monetary goals. But when is enough, enough? On today’s episode, the CEO of Carson Wealth joins us to break down the concept of having enough.
TIMESTAMPS
0:00 – Welcome Ron Carson!
2:10 – Reviewing the Way2WealthⓇ
3:47 – The concept of having enough
8:52 – Recognizing you have enough
11:40 – Redefining goals with money
15:53 – Re-structuring your money and mission
19:04 – Shoutout to Dreamweaver Foundation
20:25 – Having a dream to work towards
Read the full blog and get additional information on The Way2Wealth®: https://www.theway2wealth.com/episodes/
RESOURCES
Check out Ron’s Dreamweaver Foundation: https://dreamweaver.org/
More on The Way2Wealth®: https://www.theway2wealth.com/
More About Scott Ford: https://www.carsonwealth.com/team-members/scott-ford/
Subscribe to Our YouTube Channel: https://bit.ly/354Pd2M
Subscribe on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-way2wealth/id1607901600
Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. 19833 Leitersburg Pike, Suite 1 Hagerstown, MD 21742. Guests are not affiliated with Cetera Advisors Networks LLC, or CWM, LLC. Opinions expressed by the presenter may not be representative of Cetera Advisors Networks LLC, or CWM, LLC.
How often are you prioritizing your health in your Way2Wealth journey? Today, Steve Maxwell joins us to discuss the importance of exercise and health when planning for the future.
TIMESTAMPS
0:42 – Welcome Steve Maxwell!
1:33 – Steve’s perspective on ‘enough’
4:07 – Making life more simple
7:56 – Why did Steve get into health?
12:51 – Business owners exiting
17:07 – 7 generation thinking
24:32 – Get moving!
Read the full blog and get additional information on The Way2Wealth®: https://www.theway2wealth.com/episodes/
RESOURCES
About our guest:
https://www.maxwellsc.com/
More on The Way2Wealth®: https://www.theway2wealth.com/
More About Scott Ford: https://www.carsonwealth.com/team-members/scott-ford/
Subscribe to Our YouTube Channel: https://bit.ly/354Pd2M
Subscribe on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-way2wealth/id1607901600
Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. 19833 Leitersburg Pike, Suite 1 Hagerstown, MD 21742. Guests are not affiliated with Cetera Advisors Networks LLC, or CWM, LLC. Opinions expressed by the presenter may not be representative of Cetera Advisors Networks LLC, or CWM, LLC.
Are you updating your financial plan regularly? Today, we sit down with Jonathan Mullins to discuss the importance of annual updates for individuals and businesses. TIMESTAMPS
0:00 – Introduction
1:10 – Discussing the ‘H’
3:01 – Embracing change
5:15 – Why should you update?
8:24 – Example of not updating
12:57 – Annual reviews for businesses
18:55 – Infinite entrepreneur
Read the full blog and get additional information on The Way2Wealth®: https://www.theway2wealth.com/episodes/
RESOURCES
About our guest:
https://www.carsonwealth.com/team-members/jonathan-mullins/
More on The Way2Wealth®: https://www.theway2wealth.com/
More About Scott Ford: https://www.carsonwealth.com/team-members/scott-ford/
Subscribe to Our YouTube Channel: https://bit.ly/354Pd2M
Subscribe on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-way2wealth/id1607901600
Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. 19833 Leitersburg Pike, Suite 1 Hagerstown, MD 21742. Guests are not affiliated with Cetera Advisors Networks LLC, or CWM, LLC. Opinions expressed by the presenter may not be representative of Cetera Advisors Networks LLC, or CWM, LLC.
Why is tax diversification so important? On today’s episode, we sit down with John Saunders, Senior Wealth Advisor to discuss being efficient with your various tax funnels and accounts. TIMESTAMPS
0:42 – Introducing John Saunders
5:16 – Making taxes simple
8:18 – Tax incentives not loopholes
9:37 – Tax diversification
13:18 – National debt and taxes
16:11 – Taxes throughout the years
20:31 – Taxable, tax postponed, tax-free
24:55 – Closing thoughts
Read the full blog and get additional information on The Way2Wealth®: https://www.theway2wealth.com/episodes/
RESOURCES
About our guest:
https://www.carsonwealth.com/team-members/john-saunders-ii/
More on The Way2Wealth®: https://www.theway2wealth.com/
More About Scott Ford: https://www.carsonwealth.com/team-members/scott-ford/
Subscribe to Our YouTube Channel: https://bit.ly/354Pd2M
Subscribe on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-way2wealth/id1607901600
Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. 19833 Leitersburg Pike, Suite 1 Hagerstown, MD 21742. Guests are not affiliated with Cetera Advisors Networks LLC, or CWM, LLC. Opinions expressed by the presenter may not be representative of Cetera Advisors Networks LLC, or CWM, LLC.
How do we protect ourselves from inflation? Join us today as we sit down with Jonathan Mullins, Wealth Advisor, and discuss the growth bucket and why it’s necessary. TIMESTAMPS
0:51 – Introducing Jonathan Mullins, Wealth Advisor
4:55 – Jonathan “The Cub”
8:23 – Making money simple
12:05 - The growth bucket
17:30 – Protection from inflation
22:46 – National debt impacts
23:41 – Closing thoughts
Read the full blog and get additional information on The Way2Wealth®: https://www.theway2wealth.com/episodes/
RESOURCES
About our guest:
https://www.carsonwealth.com/team-members/jonathan-mullins/
More on The Way2Wealth®: https://www.theway2wealth.com/
More About Scott Ford: https://www.carsonwealth.com/team-members/scott-ford/
Subscribe to Our YouTube Channel: https://bit.ly/354Pd2M
Subscribe on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-way2wealth/id1607901600
Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. 19833 Leitersburg Pike, Suite 1 Hagerstown, MD 21742. Guests are not affiliated with Cetera Advisors Networks LLC, or CWM, LLC. Opinions expressed by the presenter may not be representative of Cetera Advisors Networks LLC, or CWM, LLC.
Income, it’s one of the most common words in the financial industry and it can cause a lot of anxiety for people. As you enter retirement, you’ll need to become accustomed to a fixed income, so as you save for this next phase of life it’s important to have a robust income plan.
TIMESTAMPS
0:51 – Who is Scott Toms?
4:15 – Making money simple to Scott
5:43 – Savings, Income, and Growth
11:33 – Income bucket based on what you need
14:26 – Net worth vs income
16:31 – Success stories
17:53 – Clients that run out of money
19:43 – Options for savings buckets
20:51 – Options for income buckets
22:56 – Last thoughts from Scott
Read the full blog and get additional information on The Way2Wealth®: https://www.theway2wealth.com/episodes/
RESOURCES
About our guest:
https://www.carsonwealth.com/team-members/scott-toms/
More on The Way2Wealth®: https://www.theway2wealth.com/
More About Scott Ford: https://www.carsonwealth.com/team-members/scott-ford/
Subscribe to Our YouTube Channel: https://bit.ly/354Pd2M
Subscribe on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-way2wealth/id1607901600
Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. 19833 Leitersburg Pike, Suite 1 Hagerstown, MD 21742. Guests are not affiliated with Cetera Advisors Networks LLC, or CWM, LLC. Opinions expressed by the presenter may not be representative of Cetera Advisors Networks LLC, or CWM, LLC.
As the pandemic showed a lot of people last year, having an emergency fund or robust savings account is important. Without these types of liquid and accessible assets, our financial plan can be out of balance. On today’s episode, we speak with our team member Jake Stone, Wealth Advisor, about establishing savings and its role in reaching financial independence. TIMESTAMPS
1:22 – Jake’s backstory
5:13 – Why he wants to make money simple
8:09 – Establish savings
9:50 – Savings vs. investing
14:38 – Emergency and opportunity cash flow
15:57 – Saving buckets
18:04 – Only savings for retirement
19:46 – Options for ways to save
23:30 – Jake’s favorite golfer
25:36 – The process is the key
Read the full blog and get additional information on The Way2Wealth®: https://www.theway2wealth.com/episodes/
RESOURCES
About our guest:
https://www.carsonwealth.com/team-members/jake-stone/
More on The Way2Wealth®: https://www.theway2wealth.com/
More About Scott Ford: https://www.carsonwealth.com/team-members/scott-ford/
Subscribe to Our YouTube Channel: https://bit.ly/354Pd2M
Subscribe on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-way2wealth/id1607901600
Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. 19833 Leitersburg Pike, Suite 1 Hagerstown, MD 21742. Guests are not affiliated with Cetera Advisors Networks LLC, or CWM, LLC. Opinions expressed by the presenter may not be representative of Cetera Advisors Networks LLC, or CWM, LLC.
Education is how we will pursue financial independence. Controlling our cash flow can help us gain control of our financial lives. Today, we will discuss this concept with our team member, Ashley Sowers.
TIMESTAMPS
1:03 – Welcome Ashley Sowers
5:06 – Why is making money simple important?
7:38 – The stress of money
8:19 – Cash flow and control
12:12 – Listening, teamwork, education
14:23 – Asset liabilities
19:44 – Options out there
Read the full blog and get additional information on The Way2Wealth®: https://www.theway2wealth.com/episodes/
RESOURCES
About our guest:
https://www.carsonwealth.com/team-members/ashley-sowers/
More on The Way2Wealth®: https://www.theway2wealth.com/
More About Scott Ford: https://www.carsonwealth.com/team-members/scott-ford/
Subscribe to Our YouTube Channel: https://bit.ly/354Pd2M
Subscribe on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-way2wealth/id1607901600
Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. 19833 Leitersburg Pike, Suite 1 Hagerstown, MD 21742. Guests are not affiliated with Cetera Advisors Networks LLC, or CWM, LLC. Opinions expressed by the presenter may not be representative of Cetera Advisors Networks LLC, or CWM, LLC.
Credit and interest rates can cause a lot of stress for people. Today, we are going to explore these two important factors in our finances and learn how we can utilize them as tools to help build our wealth.
TIMESTAMPS
1:10 – Welcome Shane Heizer
3:26 – Why is credit important?
6:38 – Credit score
7:31 – What affects a credit report?
10:33 – Cash in a bank
14:22 – Soft pull
15:50 – Interest rate efficiency
20:12 – Refinancing
21:58 – Debt liability
23:28 – Debt efficiency score
Read the full blog and get additional information on The Way2Wealth®: https://www.theway2wealth.com/episodes/
RESOURCES
About our guest:
https://www.carsonwealth.com/team-members/shane-heizer/
More on The Way2Wealth®: https://www.theway2wealth.com/
More About Scott Ford: https://www.carsonwealth.com/team-members/scott-ford/
Subscribe to Our YouTube Channel: https://bit.ly/354Pd2M
Subscribe on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-way2wealth/id1607901600
Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. 19833 Leitersburg Pike, Suite 1 Hagerstown, MD 21742. Guests are not affiliated with Cetera Advisors Networks LLC, or CWM, LLC. Opinions expressed by the presenter may not be representative of Cetera Advisors Networks LLC, or CWM, LLC.
A strong family structure is necessary when we are planning for our family’s financial future. On today’s show, we speak with Rich Christiansen about the importance of your legacy and your family’s constitution.
TIMESTAMPS
1:01 – Introducing Rich Christiansen
2:53 – His backstory
8:39 – What do we want to pass on?
10:14 – Rich’s thoughts on family
23:31 – Conversations with family
25:42 – Family structure & rites of passage
33:01 – Growing and improving
37:16 – How do you put this in place?
Read the full blog and get additional information on The Way2Wealth®: https://www.theway2wealth.com/episodes/
RESOURCES
About our guest:
https://legadofamily.com/
More on The Way2Wealth®: https://www.theway2wealth.com/
More About Scott Ford: https://www.carsonwealth.com/team-members/scott-ford/
Subscribe to Our YouTube Channel: https://bit.ly/354Pd2M
Subscribe on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-way2wealth/id1607901600
Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. 19833 Leitersburg Pike, Suite 1 Hagerstown, MD 21742. Guests are not affiliated with Cetera Advisors Networks LLC, or CWM, LLC. Opinions expressed by the presenter may not be representative of Cetera Advisors Networks LLC, or CWM, LLC.
Insurance is a way of managing risk. On this episode, we will be discussing insurance maximization with Darron Miller. He is working to educate others on the importance of good coverage and we’ll use this platform to help continue that today.
TIMESTAMPS
1:58 – Darron Miller’s backstory
5:33 – Defining insurance maximization
8:50 – Not valuing insurance maximization
11:45 – Doing insurance right
13:45 – Common misconceptions
18:51 – Working with Darron
21:36 – Contact Darron
Read the full blog and get additional information on The Way2Wealth®: https://www.theway2wealth.com/episodes/
RESOURCES
About our guest:
darron@foundationsinsurance.com
https://www.foundationsinsurance.com/home
More on The Way2Wealth®: https://www.theway2wealth.com/
More About Scott Ford: https://www.carsonwealth.com/team-members/scott-ford/
Subscribe to Our YouTube Channel: https://bit.ly/354Pd2M
Subscribe on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-way2wealth/id1607901600
Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. 19833 Leitersburg Pike, Suite 1 Hagerstown, MD 21742. Guests are not affiliated with Cetera Advisors Networks LLC, or CWM, LLC. Opinions expressed by the presenter may not be representative of Cetera Advisors Networks LLC, or CWM, LLC.
Having a strong foundation in financial planning means protecting yourself and your family. Today, we are discussing how estate planning and asset protection are essential to protecting yourself, your finances, and your family.
TIMESTAMPS
0:55 – Introducing Andrew Howell
5:35 – Estate planning vs. asset protection
8:26 – DIY Estate Planning
10:51 – Conventional Estate Planning
18:03 – Family declaration of independence
25:52 – $500,000 to $2,000,000 investable assets
32:26 – Examples of planning and protection
40:00 – Protecting assets with risk
41:17 – Protecting assets from each other
43:12 – Protecting assets from the outside world
50:18 – What questions should you be asking?
55:28 – Where to learn more
Read the full blog and get additional information on The Way2Wealth®: https://www.theway2wealth.com/episodes/
RESOURCES
About our guest:
teamandrew@yorkhowell.com
https://www.yorkhowell.com/our-practices/
https://www.amazon.com/Entrusted-Building-Legacy-That-Lasts/dp/0692558268
More on The Way2Wealth®: https://www.theway2wealth.com/
More About Scott Ford: https://www.carsonwealth.com/team-members/scott-ford/
Subscribe to Our YouTube Channel: https://bit.ly/354Pd2M
Subscribe on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-way2wealth/id1607901600
Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. 19833 Leitersburg Pike, Suite 1 Hagerstown, MD 21742. Guests are not affiliated with Cetera Advisors Networks LLC, or CWM, LLC. Opinions expressed by the presenter may not be representative of Cetera Advisors Networks LLC, or CWM, LLC.
Do you know where your money will go once you pass on? Estate planning is essential to keeping your family’s finances and future on track. On today’s episode, we will be discussing the key things you need to focus on when planning your family’s legacy. TIMESTAMPS
0:58 – Our guest Alan Brown
3:33 – Estate planning made simple
5:15 – Where does your money go when you die?
8:25 – Generational thinking exercise
12:50 – Trusts are asset protection
14:02 – Estate taxes
17:06 – Proposed changes to trusts
18:11 – Right pocket, left pocket
20:29 – Last important thoughts
22:20 – Upcoming planning about legacy
23:53 – Connecting with Hunter McClain
Read the full blog and get additional information on The Way2Wealth®: https://www.theway2wealth.com/episodes/
RESOURCES
About our guest: https://www.huntermaclean.com/attorney/alan-c-brown/
More on The Way2Wealth®: https://www.theway2wealth.com/
More About Scott Ford: https://www.carsonwealth.com/team-members/scott-ford/
Subscribe to Our YouTube Channel: https://bit.ly/354Pd2M
Subscribe on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-way2wealth/id1607901600
Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. 19833 Leitersburg Pike, Suite 1 Hagerstown, MD 21742. Guests are not affiliated with Cetera Advisors Networks LLC, or CWM, LLC. Opinions expressed by the presenter may not be representative of Cetera Advisors Networks LLC, or CWM, LLC.
Taxes and estate planning are an essential part of our wealth's foundation. Today, Robert Keebler, CPA®, the found of Keebler and Associates, joins us to speak on tax compliance, tax reduction, and estate planning. TIMESTAMPS
0:50 – Introducing Robert Keebler
2:18 – Robert’s backstory
4:03 – Coronavirus impact
6:50 – Misconceptions about taxes
9:42 – Tax compliance vs strategy
13:30 – Finding the right people
17:36 – CPAs being conservative
21:58 – Tax planning done poorly and well
23:17 – Tax planning made simple
24:44 – $500,000 investible assets
25:56 – $2 million investible assets
26:27 – $10 million investible assets
27:56 – Estate planning and asset protection
28:38 – Large umbrella insurance policies
31:47 – Questions for CPAs and other professionals
33:14 – How to contact Robert
Read the full blog and get additional information on The Way2Wealth®: https://www.theway2wealth.com/episodes/
Tax Planning Buckets: W2W Tax Planning
RESOURCES
About our guest: https://keeblerandassociates.com/about/
More on The Way2Wealth®: https://www.theway2wealth.com/
More About Scott Ford: https://www.carsonwealth.com/team-members/scott-ford/
Subscribe to Our YouTube Channel: https://bit.ly/354Pd2M
Subscribe on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-way2wealth/id1607901600
Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. 19833 Leitersburg Pike, Suite 1 Hagerstown, MD 21742. Guests are not affiliated with Cetera Advisors Networks LLC, or CWM, LLC. Opinions expressed by the presenter may not be representative of Cetera Advisors Networks LLC, or CWM, LLC.
Today we are talking about a big expense and one of the key parts of your financial foundation, taxes. Taxes are complicated and having a plan to be proactive about them can seem daunting. So Jeff Socha, founder of Socha Consulting, is joining us to explain a bit about the tax rulebook and why it’s important to have a good tax strategy.
TIMESTAMPS
1:38 – Talking about taxes today
2:22 – Jeff’s backstory
5:34 – Earliest memory of money
9:30 – Giving money away
11:43 – Tax planning
15:09 – Knowing the tax rulebook
24:43 – Strategy vs compliance
32:43 – Tax strategy done poorly
37:09 – Tax strategy done well
42:32 – Higher investable assets
48:26 – What questions should you ask your advisor?
49:58 – Where to find more information
Read the full blog and get additional information on The Way2Wealth®: https://www.theway2wealth.com/episodes/
RESOURCES
About our guest: https://www.jeffsocha.com/
More on The Way2Wealth®: https://www.theway2wealth.com/
More About Scott Ford: https://www.carsonwealth.com/team-members/scott-ford/
Subscribe to Our YouTube Channel: https://bit.ly/354Pd2M
Subscribe on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-way2wealth/id1607901600
Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. 19833 Leitersburg Pike, Suite 1 Hagerstown, MD 21742. Guests are not affiliated with Cetera Advisors Networks LLC, or CWM, LLC. Opinions expressed by the presenter may not be representative of Cetera Advisors Networks LLC, or CWM, LLC.
As we continue our discussion on exactly what The Way2Wealth® means, we are focusing on the ‘2’ today. For us, the number represents team because it will always take more than one person to build that pathway to wealth. Garrett Gunderson is joining us today to speak on his journey and on the importance of a great team. TIMESTAMPS
1:20 – What got Garrett into finance
3:52 – His earliest memory of money
8:23 – How has the pandemic changed things
14:50 – Garrett’s thought on team
19:59 – Clients are not transactions
23:57 – What players you need on your team
25:50 – Finding ‘A’ players
31:58 – What Garrett is up to now
Read the full blog and get additional information on The Way2Wealth®: https://www.theway2wealth.com/episodes/
RESOURCES
About our guest: https://garrettgunderson.com/
More on The Way2Wealth®: https://www.theway2wealth.com/
More About Scott Ford: https://www.carsonwealth.com/team-members/scott-ford/
Subscribe to Our YouTube Channel: https://bit.ly/354Pd2M
Subscribe on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-way2wealth/id1607901600
Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. 19833 Leitersburg Pike, Suite 1 Hagerstown, MD 21742. Guests are not affiliated with Cetera Advisors Networks LLC, or CWM, LLC. Opinions expressed by the presenter may not be representative of Cetera Advisors Networks LLC, or CWM, LLC.
We’re all guilty of looking ahead in life towards goals or destinations, but that often causes us to miss out on what’s happening today. That’s where the ‘Way’ in The Way2Wealth® comes into what we do and how we help our clients. On this episode, we are joined by Bonnie Bailey, CFP®, the VP of Business Development and a Wealth Advisor. She'll tell us about her journey, what’s most important to her in this industry, and how she approaches each day. TIMESTAMPS
1:48 – What got you into the financial industry?
3:50 – Good and bad memories of money
6:30 – Scott’s memories from childhood
8:08 – What does ‘The Way’ in The Way2Wealth® mean?
9:03 – Living now vs worrying about the destination
11:17 – What CFP® board teaches you
13:43 – Workbook we’re creating
15:58 – Life, Liberty, and the Pursuit of Happiness
18:37 – How pursuit was defined
21:03 – Having a routine
22:14 – Final Thoughts
Read the full blog and get additional information on The Way2Wealth®: https://www.theway2wealth.com/episodes/
RESOURCES
About our guest: https://www.carsonwealth.com/team-members/bonnie-bailey/
More on The Way2Wealth®: https://www.theway2wealth.com/
More About Scott Ford: https://www.carsonwealth.com/team-members/scott-ford/
Subscribe to Our YouTube Channel: https://bit.ly/354Pd2M
Subscribe on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-way2wealth/id1607901600
Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. 19833 Leitersburg Pike, Suite 1 Hagerstown, MD 21742. Guests are not affiliated with Cetera Advisors Networks LLC, or CWM, LLC. Opinions expressed by the presenter may not be representative of Cetera Advisors Networks LLC, or CWM, LLC.
As we roll out the first episode of the podcast, we wanted to introduce you to our business and The Way2Wealth® process that we follow. W – What is your foundation?
E – Establish Savings
A – All expenses covered by income
L – Living with inflation
T – Tax diversification
H – Have it updated annually
Read the full blog and get additional information on The Way2Wealth®: https://www.theway2wealth.com/episodes/
TIMESTAMPS
0:29 – What is The Way2Wealth®?
2:25 – Memories about money
4:16 – Story behind the name
5:35 – The process we use
7:44 – W: What is your foundation?
11:05 – E: Establish Savings
12:04 – A: All expenses covered by income
12:38 – L: Living with Inflation
14:18 – T: Tax diversification
15:41 – H: Have it updated annually
16:19 – Where is all this headed?
20:14 – What to expect on the show
RESOURCES
More on The Way2Wealth®: https://www.theway2wealth.com/
More About Scott Ford: https://www.carsonwealth.com/team-members/scott-ford/
Subscribe to Our YouTube Channel: https://bit.ly/354Pd2M
Subscribe on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-way2wealth/id1607901600
Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. 19833 Leitersburg Pike, Suite 1 Hagerstown, MD 21742. Guests are not affiliated with Cetera Advisors Networks LLC, or CWM, LLC. Opinions expressed by the presenter may not be representative of Cetera Advisors Networks LLC, or CWM, LLC.