Wealth from Wisdom: Recent Episodes
Carson Wealth
Many people who are financially wealthy are emotionally poor. Carson Wealth has a simple mission: to inspire clients to pursue their True Wealth—the things that money can’t buy and death can’t take away. Tune in to hear some of the most celebrated and respected financial advisors and executives in the industry share their insight and wisdom on how to live life by design, not default.
Do you remember your first lesson as a kid on how to take care of money? Getting that first crip $20 bill to start your own savings account or even filling that piggy bank with pennies – we all have memories of where our personal finance lessons started.
How do you teach your kids and grandkids these lessons? What conversations should you be having and when? Often, learning what not to do with money is just as important as knowing what to do with it.
On this episode of Wealth From Wisdom, we’ll be talking about how kids and finance – from how to teach them those first lessons on handling money to leaving assets for them in your will and estate plan.
“Retirement: It's nice to get out of the rat race, but you have to learn to get along with less cheese,” said comedian Gene Perrett. Your life slows down, you don’t have the demands of work and you can turn that alarm clock off for good, but now your concerns are different: where will that income come from? Will it last? What will my lifestyle be like?
Like any other point in your financial journey, in fact even more so, retirement takes planning and strategy. You can’t depend on the “givens” – social security, Medicare, retirement distributions – to fully fund your retirement without some intentionality and planning.
On this episode of Wealth From Wisdom, we’re going to discuss not only how to plan for retirement, but how to plan for the retirement lifestyle you want – not just survival, but thriving in those years.
The holidays are well on their way. People will be lining up to see Santa, the stores are selling out of turkey, and the economy is preparing for a well-needed injection of capital.
We’re in the fourth quarter, which is the giving quarter usually. Nearly one-third of all charitable giving happens in December alone. Around 12 percent of all giving happens in the last three days of the year. So not only are Walmart and Amazon gearing up for this season, but nonprofits and religious organizations are, as well.
On this episode of Wealth From Wisdom, we’re going to discuss how to give effectively. It seems simple on the surface, but it’s more complex than you think. Are you giving with a tax-aware, savings-aware strategy? Are you giving to the same causes you always have or do you need to re-think some of your approach?
Wills, trusts and estate planning are complicated, involving legal issues, relationships and straight-up human personalities. There are entire careers made on the complexities and confusion of estate plans, probate and litigation that follows.
I’m Paul West, and on this episode of Wealth From Wisdom, we’ll look at estate planning. How do wills and trusts work? How can you prepare in a way that will alleviate taxes, complexity and dysfunction for your family in the future? How do you leave a cleared trail as your legacy?
Leona Helmsley, a famous hotel owner known not-so-charitably as the “Queen of Mean” had a memorable will. Up until right before her death, she had wanted to leave her $8 billion estate to the care of the poor, but she changed it at the last minute to donate all the money to the care of dogs.
She specifically left $12 million to her pug, which resulted in kidnapping and death threats. She left less than that to her grandchildren. Needless to say, wills, trusts and estate planning are complicated, involving legal issues, relationships and straight-up human personalities.
On this episode of Wealth From Wisdom, we’ll look at understanding wills and trusts. How does estate and legacy planning work? How can you prepare in a way that will alleviate taxes, complexity and dysfunction for your family in the future?
Germany was the first nation in the world to adopt a social insurance program for the elderly in the late 19th century. The program was brought about by a letter from Emperor William the First, who said, “those who are disabled from work by age and invalidity have a well-grounded claim to care from the state.”
The expectations of retirement, life span, income, economic stability and everything have changed since social security type programs were first put into place, yet Social Security remains a cornerstone of most of our retirement plans.
I’m Paul West, and today on Wealth From Wisdom, we’ll look at Social Security. Where does it come from and where is it potentially going? How do you get the most out of your benefits and shape your financial plan with Social Security in mind?
Benefits enrollment is coming up at workplaces across the country. If you’re like me, your life isn’t exactly what it was last year. Many of us have health changes, family changes, income changes. You’ve at least gotten a year older!
Bottom line: your life is different at this time this year than it was last year.
Benefits enrollment is a good time to take a look under the hood of your finances. Are you getting the best benefits from your employer? Do you understand how those benefits work best? Are your contributions to your retirement plan on target? Will they get you where you need to be by your retirement date?
On this episode of Wealth from Wisdom, we’re going to talk through benefits enrollment and how you can get the most out of those employer plans. Don’t leave money on the table, and make sure you’re prepared for what life could throw at you in 2020.
You’re about to approach one of the biggest milestones in your lifetime: retirement. For many retirees, this is a momentous event that gives you much needed time for family, relaxation and to enjoy hobbies. For others, this may create apprehension and fear. But, it doesn’t have to be that way. On this episode of Wealth From Wisdom, we’re going to show you how avoiding these common mistakes during retirement can put you on the right path to enjoying your second act.
Medical emergencies. Car accidents and repairs. Lay-offs. A busted water heater. We have no idea what will come our way, we just know that something eventually will. Unforeseen expenses can throw off your financial plan – for the short-term and long-term.
A healthy emergency fund is a vital part of every financial plan. It’s there to cover urgent expenses, alleviate risk, and untether other funds to invest. But not all emergency funds are created equal.
On this episode of Wealth from Wisdom, we’ll discuss emergency funds, rainy day money, cash under the mattress – whatever you call it, it’s an important part of your overall financial plan. Let’s look at how big this fund should be, how to grow it, when to spend it and what to do if you run out.
Should I buy, lease or rent? It’s a question that comes up quite often. Will we really be able to re-sell that car in 10 years? What if the housing market collapses? What if my rent goes up? Is a second home a good investment?
We all need a place to live and transportation, so inevitably we run into mortgages and car loans and resale value. But deciding what’s the best financial decision often depends on your personal situation.
On this episode of Wealth from Wisdom we’re going to discuss some practical financial planning decisions when it comes to leasing versus buying. Whether it’s your primary residence, a vacation home, a third car, your first boat, or even the tools you use regularly, saving and protecting your money in these decisions is more complex than it seems on the surface.
Nearly everyone has heard of the pop singer Prince. Purple Rain, When Doves Cry, 1999 – these were songs straight from the Pizza Hut jukebox.
Prince died suddenly in the spring of 2016 – and he didn’t have an estate plan in place. He was relatively young at 57-years-old and had been quite wealthy for a long time.
Of his $250 million estate, $100 million of it went to estate taxes. 40% of his fortune gone! The rest of the estate was distributed to the siblings he had relationships with, but also distributed to estranged siblings he probably wouldn’t have included.
On this episode of Wealth from Wisdom, we’re going to talk through estate planning – how to shape your legacy while you’re still living and take care of those you love the most.
In 1992, the divorce rate in the U.S. was about 4.8 per 1,000 marriages. In 2019, it’s at 2.9 per 1,000. That’s still one in every three couples. But just because it’s common doesn’t mean it’s simple.
There are many laws, emotional issues and financial planning questions specific to divorce that everyone must answer.
On this episode of Wealth From Wisdom, we’ll look at some of the key financial planning decisions surrounding divorce. While no one likes going through a divorce, understanding how to best approach this difficult time is incredibly important.
Risk in financial planning is a common topic. Are you a conservative or growth-centric investor? Stocks or bonds? What are the Federal Interest Rates doing? But there are plenty of other risks in retirement outside of investments.
From tax efficiency to long-term care insurance, dealing with unexpected health concerns, the death of a loved one, or needing to supplement your retirement income – you need to be prepared.
In this episode of Wealth From Wisdom, Paul West and Erin Wood discuss the retirement risks outside of your investment portfolio, and how you can set yourself up to not only meet your retirement income needs, but also to protect yourself, your family and your legacy.
The 401(k) is the most popular retirement vehicle (outside of Social Security, of course) – and the number of 401(k) millionaires is at an all-time high. But a million dollars might not be enough for today’s retirement standards.
How can you take your 401(k) to the next level and not only strive to reach that million-dollar mark – but actually meet your retirement needs?
In this week’s episode of Wealth From Wisdom, Paul West and Scott Kubie discuss 401(k)s – and the four rules you can follow to help successfully save for retirement.
You’re a business owner. You had a dream and with your own two hands made it into a reality. People depend on you – to support the economy, create jobs, to keep vital gears of society turning.
Your own financial needs can sometimes drift to the back-burner. Taking care of others’ livelihoods can draw you away from planning for your own. And your needs are unique — you signed paychecks instead of receiving them, you structured benefit plans rather than simply benefitting.
On this episode of Wealth From Wisdom, we’re going to discuss financial planning for small business owners.
Is the longest bull market in history starting to unravel? Learn what could help shield your investments from a turbulent stock market on this episode of Wealth From Wisdom.
The last thing you need is a big, unexpected expensewhen you’re retired. Learn what overlooked expenses could blindside you in retirement on Wealth From Wisdom.
If you Google “investing for retirement” you’ll get 211 MILLION results. There are 211 MILLION different articles, blogs, and videos about investing for retirement. And there are probably 211 MILLION DIFFERENT OPINIONS about what you should, and shouldn’t do. Unfortunately, much of this advice is dated, misleading, or just flat out wrong. We bust the most common myths about planning and investing for retirement on this episode of Wealth From Wisdom.
In our 100th episode, Paul West is joined by Ron Carson to look back at the last two years and gauge what the future may hold.
Record-low interest rates are punishing retirees. How will yousuccessfully generate income in a low-interest rate world? Don’t miss this episode of Wealth From Wisdom.
You may fear losing money in the stock market. But there are many otherrisks that could cut your nest egg in half! Learn what they are on Wealth From Wisdom.
Your IRA or 401(K) is one of your biggest retirement assets, but there’s a dark side to these accounts that nobody wants to talk about. Don’t miss this episode of Wealth From Wisdom.
What is Sequence of Returns risk, and how does it threaten your retirement? Learn how you could protect your entire life savings on Wealth From Wisdom.
When you retire, RMD’s could trigger massive taxes and penalties with your IRA, 401K and other retirement accounts. Don’t miss this episode of Wealth From Wisdom with Paul West and guest Senior Investment Strategist Scott Kubie.
How is it that two differentpeople in nearly identical scenariosreceive dramatically differentamounts in Social Security benefits? Learn why on this episode of Wealth From Wisdom.
Diversification is more than just a mix of stocks, bonds and mutual funds. Learn how to avoid 5 other diversification blind spots on this episode.
Most people aren't honest about the mistakes they make with their money. On this episode of Wealth From Wisdom, Paul and Erin discuss how you learn more from your failures than your successes.... especially when it comes to your money.
You could experience one of two scenarios in retirement …
One, your savings and investments are generating income for you. The money comes in like clockwork, which enables you to do everything you’ve dreamed of doing in retirement.
Or two, you have no retirement income plan. Your principal is shrinking every month. And you live in constant fear of running out of money in retirement.
Don’t miss the ultimate guide to generating income in retirement, on this episode Wealth From Wisdom.
There’s more to your IRA and 401K than meets the eye. Learn 5 way to get MORE out of your tax-deferred retirement accounts, on this episode of Wealth From Wisdom.
Most people THINK they’re ready to retire … long before they’re financially prepared. On this episode, learn the 5 things you must tackle before you start planning that retirement party.
Don't get hammered with taxes in retirement... Listen to this episode to learn how you could save yourself thousands of dollars in retirement, if not more!
Your success or failure in retirement … will be determined by one thing. And that one thing … is timing. On this episode, learn how to navigate the timing of critical issues that could make or break your retirement.
There are 5 strategies that could help you get more out of your Social Security benefits when you retire. Don’t miss this episode of Wealth From Wisdom to find out what they are!
There are some things you can’t control with financial planning. But there are 5 things you CAN control … that could give you a big financial shot in the arm. On this episode, Paul and Erin talk about how you can make your money and investments go further in retirement.
There’s one thing that could help you avoid losing your shirt in a stock market correction, or a bear market. Hear Paul West and Scott Kubie on this episode to learn more.
Required Minimum Distributions could trigger an avalanche of taxes you never expected! Learn how to avoid 5 critical mistakes that could cost you a fortune.
On this episode, Paul is joined by Erin Wood, Vice President of Wealth Planning at Carson Wealth. Tune in to hear what most people overlook in retirement, and how you can ensure you are successful in your retirement.
Your biggest expense in retirement isn’t what you think… On this episode of Wealth From Wisdom, Paul and Jim discuss the piece of the retirement puzzle that you are probably overlooking.
You’d never let a first time contractor remodel your house, so why let an inexperienced advisor manage your money? On this episode, Paul and Jim discuss the 5 things smart investors NEVER do with their money.
What is the magic number that will let you retire? What if we told you that number wasn’t so magical after all? On this week’s episode, Paul and Erin discuss what you could be missing for your retirement, and how to fix it before its too late.
If the market suddenly dropped in 2019, would you be prepared or would you be in a sheer panic? On this episode, Paul is joined by Scott Kubie to discuss how you can prepare for volatility in 2019.
The new year will bring an unprecedented amount of challenges for you and your money. On this episode, Paul and Erin Wood discuss how the new year affects you and your retirement plans.
What if the market had a 50% correction? Would you be in a sheer panic, or would you be prepared? As 2018 comes to a close, Paul is joined by Erin Wood to discuss the recent volatility and how you can be ready for it.
Your IRA or 401k may be your largest asset, and the single most important key to retiring successfully. Aside from looking at your balance every month, when is the last time updated or rebalanced your investments? Join Paul West and Erin Wood to discuss the critical mistakes people make with their IRAs or 401ks, and how you can avoid losing your money in retirement.
According to a recent study by CNBC, if you retire during a bear market, you could end up with 66% less money for the rest of your life. How can you avoid this? Tune in to this episode to find out!
The average person spends $1000 on Christmas presents. Don’t let holiday deals trick you into going overboard when it comes to shopping. On this episode, Paul is joined by special guest Erin Wood, Vice President of Wealth Planning for Carson Wealth. Tune in to hear the 4 critical factors you should keep in mind when buying gifts.
The very last thing you need in retirement is an unexpected financial surprise. On this episode of Wealth From Wisdom, Paul and Jim discuss the most common retirement blind spots, and how you could be avoiding them.
There is a fine line between daily monitoring your portfolio, and completely ignoring it. On this episode of Wealth From Wisdom, Paul and Jim discuss short term redemption fees, how to monitor your portfolio and how to keep your money in your pocket.
In a very special episode of Wealth From Wisdom, Paul and Jim are joined by Paul’s daughter, Cece West. They discuss taxes, money memories, the “Parent Tax,” and what babysitting, soccer refereeing, and lemonade stands have in common. Make sure you listen to this episode to hear all about what teenagers think about money, and how you can help your kids understand it better.
Did you know there is a loophole in the 2018 tax plan that could save you a small fortune? Listen to this episode to learn how to save money while paying taxes.
The “V-Word” reared it’s ugly head this week – volatility. No one can tell you what’s next, but we can agree that volatility is normal.
On this episode, Paul West and Jim Caldwell discuss traps you need to avoid and techniques that can help save you money when it comes to paying taxes. Nobody likes paying more than they have to, so make sure you tune in and learn how to keep your money in your pocket.
Typically, social security is thought of as boring. But, it is the most important financial decision you will make in your life. This episode talks about how you could be missing out on MILLIONS of dollars in retirement.
Have you ever wondered if you’ve saved enough for retirement? How much you can afford to spend? Or if you’ll run out of money? On this episode, Paul and Jim answer your biggest questions about saving and investing for retirement.
Some things in life you can’t leave to chance, and that includes your financial game plan. On this show, learn 7 reasons why a second opinion could save your retirement.
How much will you pay in taxes in retirement on your IRA, 401K and other investments? On this episode, learn how some forward-looking tax strategies could help you save thousands.
Do you plan to retire in the next 5 years? If so, that clock is officially ticking. But, there is a lot more work to be done than you know. The planning and preparation you do now can determine your success or failure.
Some things in life you can’t leave to chance, and that includes your financial game plan. Learn 7 reasons why a second opinion could save your retirement on Wealth From Wisdom.
Almost $10 Billion in Social Security benefits goes unclaimed every year. But that’s just the tip of the iceberg. On this episode, learn how to navigate the complicated process of claiming your benefits.
65% of Americans do not fully trust financial services. On this episode, Ron and Paul discuss the negative side of financial services, and how you can avoid it.
Baby Boomers are set to inherit $11.6 Trillion from the greatest generation. But, 1 in 3 people who receive an inheritance will go bust in 2 years. On this episode, Paul and special guest Jeremy Willner of MAG Wealth Management will talk about how to handle receiving an inheritance.
Every day you are force-fed investing advice from all directions. How can you tell what is good advice and what isn’t? On this episode, learn how to navigate the fact and fiction of financial advice.
More than 40% of Americans are at risk of going broke in retirement. Tune in to this week’s episode to learn why that statistic is true, and how you can make sure you aren’t part of it.
What does it mean to be financially independent, and how can you get there? Learn all about what being financially independent means for you.
What are the risks that will threaten your financial security in retirement? You might be thinking stock market risk or investment risk, but you would just be scratching the surface. Today, there are far more significant risks that could cost you a small fortune in retirement. On this episode, learn the most overlooked risk that could crush you in retirement.
What do millionaires know about money, that you don’t know? How do they get away with paying fewer taxes than anyone else? And how do they make their money make money, while minimizing their downside? Learn all the answers on this week’s episode.
Imagine what it will feel like once you finally retire. Its exciting, but it can also be scary. And, today more than ever, you have to dot your I’s and cross your T’s. On this episode, learn how eliminate unwanted financial surprises and become fully prepared to retire.
As much as $10 billion in social security benefits go unclaimed every single year. You may not realize this, but how and when you claim your benefits could have a huge impact on your taxes, Medicare premiums and even your spousal benefits! On this episode . . . We’ll reveal 8 surprising things you don’t know about social security, including … Little known strategies that could help boost your benefits for not only you … but also your spouse. How you could prevent your Medicare premiums from going through the roof. Plus, strategies that could help you avoid being taxed on as much as 85% of your benefits.
Baby boomers are set to inherit 11.6 trillion dollars from “The Greatest Generation.” But it’s reported that 1 in 3 people who receive an inheritance … will go bust within 2 years? Receiving an inheritance sounds great, but there’s a lot more to it than meets the eye. And so many Americans are ill-prepared. This episode of Wealth from Wisdom reveals the strategies that could help you make the most out of an inheritance.
In today’s episode of Wealth From Wisdom, Special Guest Melanie Housden joins Ron Carson to discuss financial services behind the scenes.
Do you think you have a bullet proof budget for retirement? Learn 5 huge expenses that could blindside you, and the strategies that could help protect yourself on this Wealth From Wisdom episode.
Have you ever wondered if you’ve saved enough for retirement? How much you can afford to spend? Or if you’ll run out of money? Ron Carson and Paul West will answer your biggest questions on Wealth From Wisdom and share 7 strategies that could make your money go a lot further than you thought possible.
This year, Americans paid more than $1 BILLION than they needed to in taxes. How? Americans ignore the one thing that could help them save money in taxes – having a forward looking tax strategy. In this episode, Ron and Paul will teach you how to develop a strategy that works best for you.
One day, the stock market is up 500 points. The next day, it is down 1,000. That is just the new world we live in. We’ve had more stock market volatility in the past few weeks than in the past decade. This poses problem for those recently retired, or who are nearing retirement.
You’ve heard all about Bitcoin and Cryptocurrencies, but have you ever wondered what really enabled all of it to happen, and why it will be a big deal? In this episode Ron and his special guests will arm you with information on how you need to think about Blockchain.
Do you ever dream of retiring where every day is yours to do whatever you want to do … Like traveling; spending time with your family; playing golf; or pursuing your passion? That may seem like some faraway fantasy … But there are a lot of people who will retire long before their 65th birthday. And you could too! Learn how you could retire sooner than you ever thought possible in 4 simple steps.
How will you make the most out of your IRA and 401K? Learn the 5 things you MUST know about your retirement accounts on this episode.
Every dollar you’ve saved for retirement today could be worth less tomorrow … All because of inflation. In this episode, Paul & Jim cover the little-known strategies that could help you stay one step ahead of inflation in retirement!
If you don’t have a properly diversified investment portfolio … you could erase years of hard work, savings and sacrifice … all in the blink of an eye. In this episode, Ron and Paul discuss how you can diversify your portfolio, do more with your money, and reduce risk.
As you get closer and closer to retirement, you will be bombarded with thousands of decisions. In this episode, Ron and Brook cover the 7 mistakes most people make in retirement, and how to avoid them.
In this week’s show, Ron and Paul discuss social security, and how you could avoid losing tens of thousands of dollars in benefits.
Volatility is roaring back on Wall Street! What does it all mean for you and your investments?
If you own an IRA, 401K, or other pre-tax retirement account, you will be impacted by required minimum distributions learn more with Ron and Paul on this weeks episode
Many Americans use the tax laws to their benefit, and can legally get away with avoiding high tax fees. Learn how you can do the same.
There are over 450,000 people over the age of 100. Humans are living longer than ever, but are they ready for the longer retirement that comes with that? Ron & Paul will teach you how to prepare yourself for a longer retirement than you expected.
It’s a fact … 60% of Americans will retire unexpectedly. Learn 5 steps to prepare yourself now … no matter what curveballs life throws your way.
Women live longer than men. And that poses several unique and daunting challenges that threaten their retirement. Learn what they are with Paul West.
The Road to Retirement is complicated and confusing, and many people make easily-avoidable mistakes. Learn how to avoid these mistakes, and how to save yourself thousands of dollars in fees.
As the New Year came and went, you are one step closer to retirement. Paul & Jim Caldwell will cover the 5 strategies that will help you take control of your money, and can help you retire sooner than you thought possible.
Join Ron and Paul as they discuss 9 year-end financial planning tips starting the week after Thanksgiving! As you head into the holiday’s, you wont want to miss these tips that could save you thousands of dollars.
If you could speak with the most successful investors in the world … What would they tell you to do with your investments today? And what would they tell you not to do? Join your co-hosts Mark and Paul as they discuss 10 things smart investors never do!
Investors are prone to making irrational decisions. The simple truth is that what feels good, or what satisfies an immediate impulse, is not always compatible with generating positive, long-term returns
Traditional “go-to” options for generating income are dead.
Pensions are all but history. Rates on CD’s and savings accounts are low. Bond yields aren’t any better. Investing in stocks right now is potentially risky And life expediencies keep getting longer, and longer.
Don’t just have a retirement plan. Be sure you have a strategy to generate income from a handful of diversified sources.
The market has surprised everyone by breaking record, after record, after record. And many investors have made the dangerous assumption that this market … is unstoppable. Join Ron and Paul as they discuss ways you can help yourself survive the next major market correction.
Focus on these 7 fundamentals that will ultimately help you make the most out of every dollar you’ve saved for retirement.
Think you’re ready to retire? Despite their confidence, 3 out of 4 Americans can’t pass a basic retirement quiz! Get a retirement crash course on this week’s episode of Wealth From Wisdom with hosts Ron and Paul.
Social Security is likely to be one of your most important sources of retirement income, but the amount you will receive can vary considerably based on when you sign up and your marital status. Join Ron and Paul as they share seven things you should know as you decide when to claim Social Security benefits.
Having a successful financial game plan doesn’t have to be complicated. It’s about how a handful of simple steps could make a world of difference. Join Ron and Paul as they discuss how to take these simple steps to pursue your retirement goals.
People adopt certain beliefs, or make assumptions about investing for retirement. Join Ron and guest Mark Schlipman to set the record straight on 7 toxic investing myths you see and hear in your everyday client meetings.
Contributing to an IRA or 401K is easy, but withdrawing this money in retirement gets complicated. If you’re not paying attention, you could easily trigger an avalanche of taxes, penalties and fees. Listen to Ron and Paul on why having a strategy is so important.
Let’s set the record straight on several common social security assumptions that could cost thousands of dollars in retirement. Join Ron and Paul as they tackle some of the most common incorrect assumptions people make about Social Security.
Staggering statistic that most people don’t retire on their own terms, according to a research study featured in USA Today, 60% of U.S. workers retire sooner than they expected. Join Ron and Paul as they discuss strategies to prepare for early retirement.
Today, people are living well into their 80’s and 90’s. And it’s not uncommon to know of someone who is 100+ years old. In fact, some seniors aren’t just surviving in their older years, they’re thriving. And the statistics keep improving every year. Join Ron and Paul as they discuss topics and strategies for not outliving your wealth!
Is there any upside gain left in the market? And if so, is it worth the downside risk at this stage of the game? Join Ron Carson as he discusses where to find value with markets at all time highs!
How do the uber-rich get away with paying a fraction of their fair share of taxes? What do they know that others don’t know? This week’s show is about revealing the tax secrets of the uber-rich that save them thousands of dollars every single year, join Ron and Paul as they tackle these secrets for you.
This show will challenge you to think about what’s holding you back from your dream of retiring. Ron Carson and Paul West offer a 7-step action plan that could help you retire sooner than you ever thought possible and make the most out of the money you’ve saved for retirement.
This show is about posing a very simple question … Is your financial advisor truly bringing value for you? Ron Carson and Paul West discuss questions you should be asking your financial advisor in every review meeting as well as what to look for in a quality advisor.
Join your host Ron Carson as he gives listeners a wake-up call to highlight the 7 critical components of a comprehensive retirement game plan.
In 2020, private wealth is expected to grow from $14 trillion to $22 trillion. And women will control an estimated two-thirds of that money according to the Harvard Business Review in 2009. Join host Ron Carson as he talks about the daunting tasks that face women in retirement!
Even if you’ve earned a modest income throughout your career, you’ve contributed 6-figures or more to social security. There’s a lot of your money at stake here! Join your host Ron Carson and Carson Wealth Managing Partner Paul West as they discuss strategies to maximize your social security.
What is inflation? How will it impact you in retirement 10, 20, or 30 years down the road? Join your host Ron Carson and Mark Lookabill as they discuss how inflation can help or hurt your chances of retirement.
Ron Carson and Co-Host Paul West, Managing Partner of Carson Wealth Management, discuss the 9 hidden risks that threaten your retirement today and how to avoid them. Get some helpful tips from advisors who are on your side when it comes to making sure you are on track to pursue your retirement goals.
On week 2 of Wealth From Wisdom Radio Mark Lookabill returns to talk about the dangers of sitting on cash in retirement with our host Ron Carson. Did you know you are 10x more likely to run out of money in retirement if you are sitting on cash? Find out how to put your money to work for you rather than sitting on the sidelines.
After a 17 year break Ron Carson, Founder and CEO of the Carson Group, NY Times Best Seller and member of the Barron’s Hall of Fame is back on the air! Join us this week as Ron and his Co-Host Mark Lookabill discuss how you might be overpaying taxes in retirement!