Health and Wealth Podcast Show

20/12/2023

In this episode of the Health and Wealth podcast, hosts Carter and Tim welcome Paul Lim, a financial advisor and Advisory Board Member of the San Diego Financial Literacy Center (SDFLC). The hosts discuss Paul's journey into financial advising and his passion for simplifying complex financial concepts. Paul emphasizes the importance of visual explanations in teaching and shares insights on tax deductions using a metaphor of peeling dollars off the top of a pile. The conversation delves into the challenges of the Great Recession and the unique work culture shift from the East Coast to the West Coast.

Paul's involvement with the SDFLC is explored, highlighting the center's mission to enhance financial literacy. The hosts discuss the inadequacies of the public school system in teaching financial concepts and the need for accessible financial education for all age groups. Paul's dedication to breaking down financial barriers and his unique teaching approach make this episode a valuable resource for those seeking financial literacy.

Story Notes:

🎙️Getting to Know Paul Lim
🎙️Financial Literacy and Teaching
🎙️San Diego Financial Literacy Center (SDFLC)
🎙️Communication Strategies

Learn more about Paul Lim here:
https://www.sdflc.org/about/staff-board/

WEALTH: Not getting enough clients? Book a FREE
(https://www.epicservicescompany.com/meetings/cwilcoxsonepicceo) 15 minute Client Acquisition Consultation with CEO | Carter Wilcoxson to learn how.

HEALTH: Low on energy or overweight? Go to https://chemicalfreebody.com/?sscid=a1k7_avqy2&products and grab GREEN 85 Juice Formula or book a FREE 30 minute Health Strategy Session with Tim or one of his coaches

08/11/2023

Welcome back to the Health and Wealth podcast, hosted by Carter and Tim. In this week's episode, the dynamic duo is joined by a special guest, Lisa Malick, a certified financial planner based in Colorado. Lisa shares her unique journey into the financial advising industry, which was fueled by personal experiences and a desire to make a meaningful difference in people's lives.

Lisa emphasized the importance of understanding clients' unique financial goals and needs, especially in the context of life transitions like retirement or the loss of a spouse. Lisa also discussed the transition to a fee-only model for her firm, highlighting the focus on eliminating conflicts of interest and providing comprehensive financial planning. The podcast touched on her personal experiences and how they influence her approach to financial advising.

Story Notes:

🎙️ Meet Lisa Malick
🎙️ Challenges and Adversities
🎙️ Comprehensive Financial Planning
🎙️ Life Insurance and Planning
🎙️ Transition to Fee-Only Model

Learn more about Lisa Malick here:
https://lighthousefinancialllc.com/

WEALTH: Not getting enough clients? Book a FREE
( https://www.epicservicescompany.com/meetings/cwilcoxsonepicceo ) 15 minute Client Acquisition Consultation with CEO | Carter Wilcoxson to learn how.

HEALTH: Low on energy or overweight? Go to https://chemicalfreebody.com/?sscid=a1k7_avqy2&products and grab GREEN 85 Juice Formula or book a FREE 30 minute Health Strategy Session with Tim or one of his coaches

18/10/2023

In this episode of the Health and Wealth podcast, your hosts, Carter and Tim, sit down with their guest, Brock Eson, who recently joined the Investors Resource team. Brock shares insights about his journey in the financial advisory world, how he transitioned from banking to independence, and the motivation behind his passion for helping people with their finances.

Brock Eson, a soccer enthusiast and financial advisor, opens up about his background and what led him into the financial services industry. He talks about the fear of not understanding money, which initially drove him to learn about finance and help others navigate the complex world of personal finance. Brock shares his experience working at New England Financial and his transition into the independent advisory space. He highlights the importance of early wins in his career and the impact of mentorship.

This episode provides a fascinating look at Brock Eson's journey in the financial advisory world, his commitment to building enterprise value, and his passion for helping clients achieve financial clarity. It also highlights the significance of partnerships built on mutual respect and understanding to provide comprehensive financial services to clients in a unique geographic region.

Story Notes:

🎙️ Brock's Background and Motivation
🎙️ Navigating the Financial Services World
🎙️ Leadership and Ego
🎙️ Influence of Personal Experience
🎙️ Transition to Investors Resource
🎙️ Balancing Fee-Based and Insurance Products

Learn more about Brock Eson here:
https://www.invresource.com/

WEALTH: Not getting enough clients? Book a FREE (https://www.epicservicescompany.com/meetings/cwilcoxsonepicceo) 15 minute Client Acquisition Consultation with CEO | Carter Wilcoxson to learn how.

HEALTH: Low on energy or overweight? Go to https://chemicalfreebody.com/?sscid=a1k7_avqy2& products and grab GREEN 85 Juice Formula or book a FREE 30 minute Health Strategy Session with Tim or one of his coaches

20/09/2023

🎙️💰In this eye-opening Health and Wealth podcast episode, hosts Carter and Tim sit down with the remarkable Cheryl Canzanella to explore the financial impact of the opioid crisis.💰🎙️

Cheryl's journey from the world of finance to becoming a leading voice in this critical issue is a must-listen. Discover the real costs and personal stories behind the 696 billion dollar crisis that's affecting lives and the economy. Tune in now!

Learn more about Cheryl Canzanella here 👉 https://cherylcanzanella.com/

📈 WEALTH: Not getting enough clients? Book a FREE ( https://www.epicservicescompany.com/meetings/cwilcoxson-epic-ceo ) 15-minute Client Acquisition Consultation with CEO | Carter Wilcoxson to learn how.

🏋️ HEALTH: Low on energy or overweight? Go to https://chemicalfreebody.com/collections/all-products and grab GREEN 85 Juice Formula or book a FREE 30-minute Health Strategy Session with Tim or one of his coaches.

06/09/2023

🎙️ Dive into the world of financial planning with our guest Patrick Huey, a certified financial planner from Victory Independent Planning. Discover how he helps clients optimize their finances and make a positive impact through charitable giving. Listen now! 💰💚

Learn more about Patrick Huey at 👉 https://www.victoryindependentplanning.com/

Plus, exclusive opportunities:
📈 WEALTH: Get more clients with a FREE 15-min Client Acquisition Consultation with CEO Carter Wilcoxson: 👉 https://www.epicservicescompany.com/meetings/cwilcoxson-epic-ceo

🏋️ HEALTH: Boost your energy and wellness with GREEN 85 Juice Formula or book a FREE 30-min Health Strategy Session with Tim: 👉 https://chemicalfreebody.com/collections/all-products

16/08/2023

⛳From PGA Tour Triumphs to Personal Transformation⛳

Join hosts Carter Wilcoxson and Tim James in this week's episode of 'Health and Wealth' as they sit down with the remarkable Charlie Beljan, PGA Tour Winner and US Junior Amateur champion 2002 .Get ready to be inspired by Charlie's journey as he conquers both the golf course and his own battles with alcohol and mental health.

Tune in as Charlie opens up about his path to sobriety and well-being, revealing how he turned his struggles into strength. Discover his passion for guiding young athletes through life's challenges, and his insights on taming the ego for ultimate success.

Watch the Full Episode: https://youtu.be/nON1uaG8yMQ
Listen to the Full Episode: https://apple.co/3QZcdq3

Learn more about Charlie Beljan here: https://instagram.com/cbeljan?igshid=MzRlODBiNWFlZA==

WEALTH: Not getting enough clients? Book a FREE ( https://www.epicservicescompany.com/meetings/cwilcoxson-epic-ceo ) 15-minute Client Acquisition Consultation with CEO | Carter Wilcoxson to learn how.

HEALTH: Low on energy or overweight? Go to https://chemicalfreebody.com/collections/all-products and grab GREEN 85 Juice Formula or book a FREE 30-minute Health Strategy Session with Tim or one of his coaches.

28/06/2023

Join Carter and Tim on the Health and Wealth podcast as they dive into the fascinating world of financial planning with their guest, Libby Griewe. From her unexpected journey from sports marketing to financial planning, to her unique approach to client acquisition, Libby's story is one of authenticity and innovation. Discover how technology has evolved in the financial services industry and gain insights into Libby's refreshing perspective on leading with financial planning rather than sales. Tune in now for a captivating episode on the Health and Wealth podcast.

For more information about Libby Griewe, visit: https://www.theefficientadvisor.com/ 🎧🔗

💰 Need more clients? Book a FREE 15-minute Client Acquisition Consultation with CEO Carter Wilcoxson: https://www.epicservicescompany.com/meetings/cwilcoxson-epic-ceo

🌿 Boost your energy and vitality with GREEN 85 Juice Formula from chemicalfreebody.com or book a FREE 30-minute Health Strategy Session with Tim or his coaches: https://chemicalfreebody.com/collections/all-products

07/06/2023

🎙️ Join hosts Carter Wilcoxson and Tim James as they dive into an inspiring conversation with Jeff Kothe on this captivating episode of The Health and Wealth podcast. 🌟

In this episode, Jeff shares his remarkable journey in the financial services and marketing arena, starting from his humble beginnings during a challenging job market. From insurance to Medicare supplements, life insurance, and annuities, Jeff's career trajectory has been nothing short of impressive. 📈

But it doesn't stop there. Tune in to discover Jeff's shift towards helping others in the industry and the incredible success stories of agents he has guided in improving their sales techniques. 🌟
Are you hungry for success? Looking to expand your client base? Don't miss out on the opportunity to book a FREE 15-minute Client Acquisition Consultation with CEO Carter Wilcoxson to supercharge your growth. https://www.epicservicescompany.com/.../cwilcoxson-epic-ceo 📈

If you're ready to take charge of your health, combat fatigue, or shed those extra pounds, head over to https://chemicalfreebody.com/enrichers Grab the GREEN 85 Juice Formula or book a FREE 30-minute Health Strategy Session with Tim or one of his dedicated coaches. Your well-being is just a click away. 💪

For more incredible insights and to learn more about the exceptional Jeff Kothe, visit his website at https://kotheenterprises.com/ 🌐

17/05/2023

🎙️ Join Carter and Tim on the latest episode of the Health and Wealth podcast as they sit down with Brion Crum, the VP of Wealth Development at Caliber Funds. 🏦💼

Discover Brion's captivating journey in the financial services industry, from growing up on an Ohio farm to witnessing his father's entrepreneurial spirit, which ignited his passion for business ownership and real estate investment. Tune in as he shares how these experiences led him to his current role at Caliber Funds and Caliber Companies.

🌟 Don't miss out on this eye-opening conversation about wealth development and real estate investing with Brion Crum on the Health and Wealth podcast! 🎧

🔗 To learn more about Brion Crum and Caliber Funds, visit: https://caliberfunds.co/brion-crum/

💰 Need help attracting more clients? Book a FREE 15-minute Client Acquisition Consultation with CEO Carter Wilcoxson and take your business to the next level. Link: https://www.epicservicescompany.com/meetings/cwilcoxson-epic-ceo

🌿 Looking to enhance your health and vitality? Head over to https://chemicalfreebody.com/enrichers to grab the GREEN 85 Juice Formula or schedule a FREE 30-minute Health Strategy Session with Tim or one of his expert coaches. Boost your well-being today!

30/04/2023

Mark is a CERTIFIED FINANCIAL PLANNER™ He specializes in building custom-tailored financial strategies that are unknown to typical stock jockeys, attorneys, or other financial gurus. As host of the Not Your Average Financial Podcast™, he shares some of his strategies for working with real estate, paying for college without going broke, and creating an income in retirement you will not outlive.

Learn More About Mark Willis here: https://lakegrowth.com/?utm_medium=referral&utm_source=contentstudio.io

WEALTH: Not getting enough clients? GO TO: www.CSIFG.com/?utm_medium=referral&utm_source=contentstudio.io Book a FREE 15-minute Client Acquisition Consultation with Carter or one of his team members.

HEALTH: Low on energy or overweight? Go to www.chemicalfreebody.com/enrichers/?utm_medium=referral&utm_source=contentstudio.io and grab GREEN 85 Juice Formula or book a FREE 30-minute Health Strategy Session with Tim or one of his coaches.
Wealth, financial advisor, financial services, client attraction, lead generation, planning, Relationship, strategies, estate planning, boost immunity, gut health, plant-based, toxins, chemical-free, family succession planning, teacher, teaching, SEO, Websites, systems, process, technology, water, epic, business development

24/03/2023

Learn more about Brad Gotto and Fiat WM at https://www.fiatwm.com/about/?utm_medium=referral&utm_source=contentstudio.io

WEALTH: Not getting enough clients? GO TO: www.CSIFG.com/?utm_medium=referral&utm_source=contentstudio.io Book a FREE 15-minute Client Acquisition Consultation with Carter or one of his team members.

HEALTH: Low on energy or overweight? Go to www.chemicalfreebody.com/enrichers/?utm_medium=referral&utm_source=contentstudio.io
and grab GREEN 85 Juice Formula or book a FREE 30-minute Health Strategy Session with Tim or one of his coaches.

23/03/2023

Brad Gotto is the Owner of Fiat Wealth Management, a fiduciary, fee-only financial planning firm located in Wayzata, Minnesota. Where most advisors stop, we begin. We specialize in helping people figure out why they saved a pile of money, and how to spend it. We are a holistic firm with a special focus on tax planning. People always ask about our name. Why Fiat...? In economic textbooks, the term ‘fiat currency’ is loosely defined as ‘faith-based currency.’ The U.S. dollar is today a fiat currency, meaning that it has no physical backing such as gold or silver. Critics argue that this is a weakness. Fiat, however, sees this as an example of the importance of trust, and even faith, for economic relationships to exist. Trust is the bedrock of the work at Fiat Wealth Management.
Brad is also a national financial speaker, trainer, and mentor, who is responsible for delivering high-quality content to financial advisors regarding the elements required to expand business opportunities on a virtual level. I also provide mentorship to financial advisors to create educational content to present to prospective and current clientele.

Learn more about Brad Gotto and Fiat WM https://www.fiatwm.com/about

WEALTH: Not getting enough clients? GO TO: www.CSIFG.com Book a FREE 15 minute Client Acquisition Consultation with Carter or one of his team members.

HEALTH: Low on energy or overweight? Go to www.chemicalfreebody.com/enrichers
and grab GREEN 85 Juice Formula or book a FREE 30-minute Health Strategy Session with Tim or one of his coaches.

22/03/2023

The show to educate, empower, and enlighten you on ALL things Health and Wealth! New Episode Tomorrow at @1:30pm. Click the link in our bio to subscribe and stay up to date.

21/03/2023

The show to educate, empower, and enlighten you on ALL things Health and Wealth! New Episodes Wednesdays at @1:30pm. Click the link in our bio to subscribe and stay up to date.

17/03/2023

Learn more about Angela here: https://aplaceofpossibility.com/angela/

WEALTH: Not getting enough clients? Book a FREE 15-minute Client Acquisition Consultation with CEO | Carter Wilcoxson to learn how. https://www.epicservicescompany.com/meetings/cwilcoxson-epic-ceo

HEALTH: Low on energy or overweight? Go to http://www.chemicalfreebody.com/enrichers and grab GREEN 85 Juice Formula or book a FREE 30-minute Health Strategy Session with Tim or one of his coaches.

16/03/2023

Angela has been advising families and family enterprises since 2003. As Partner & COO, her goal is to ensure that clients and employees of DMG are empowered and flourishing. She is driven to find out-of-the-box solutions that address client needs now, whether it’s related to finances or not. From connecting clients to resources for COVID-19 vaccines to conference calls with farmers, her clients truly are family and not just another portfolio. In addition to financial strategies, Angela is also a certified Family Enterprise Advisor and third-generation family business owner, supporting her passion for family business consulting and succession. She has a knack for helping people discover their strengths and then applying those strengths to achieve success. Angela also introduced a Results Only Work Environment (ROWE) to Del Monte Group, which holds each employee accountable for specific results (excellent service to our clients) while ultimately liberating them from fixed work schedules and locations. She is a big believer in innovative management techniques and client service methodologies that create sensational outcomes for everyone who steps through the door. Angela earned a B.S. in business administration with an emphasis in financial services from California State University, Chico, and an MBA from St. Mary’s College of California, Moraga. She also holds the CERTIFIED FINANCIAL PLANNER™ designation. Angela lives in the East Bay with her two young children.

Learn more about Angela here: https://aplaceofpossibility.com/angela/

WEALTH: Not getting enough clients? Book a FREE 15-minute Client Acquisition Consultation with CEO | Carter Wilcoxson to learn how. https://www.epicservicescompany.com/meetings/cwilcoxson-epic-ceo

HEALTH: Low on energy or overweight? Go to http://www.chemicalfreebody.com/enrichers and grab GREEN 85 Juice Formula or book a FREE 30-minute Health Strategy Session with Tim or one of his coaches.

14/03/2023

The show to educate, empower, and enlighten you on ALL things Health and Wealth! New Episodes Wednesdays at @1:30pm. Click the link in our bio to subscribe and stay up to date.

11/03/2023

Learn more about Ryan Savage here: https://savage and associates.com/ryan-savage/

WEALTH: Not getting enough clients? Book a FREE 15-minute Client Acquisition Consultation with CEO | Carter Wilcoxson to learn how.
https://www.epicservicescompany.com/meetings/cwilcoxson-epic-ceo

HEALTH: Low on energy or overweight? Go to www.chemicalfreebody.com/enrichers
and grab GREEN 85 Juice Formula or book a FREE 30-minute Health Strategy Session with Tim or one of his coaches.
Wealth, financial advisor, financial services, client attraction, lead generation, planning, Relationship, strategies, estate planning, boost immunity, gut health, plant-based, toxins, chemical-free, family succession planning, teacher, teaching, SEO, Websites, systems, process, technology, water, epic, business development, seniors

09/03/2023

Episode 87 - Having grown up around the business, Ryan has long desired to join Savage and provide his clients with the best service and expertise possible. After graduating from Michigan State University, Ryan began in 2019 and worked alongside his... https://omny.fm/shows/health-and-wealth-podcast-with-carter-tim/ryan-savage?utm_source=contentstudio.io&utm_medium=referral

Episode 87 - Having grown up around the business, Ryan has long desired to join Savage and provide his clients with the best service and expertise possible. After graduating from Michigan State University, Ryan began in 2019 and worked alongside his father, Sean. Ryan is focused on serving the next....

09/03/2023

Having grown up around the business, Ryan has long desired to join Savage and provide his clients with the best service and expertise possible. After graduating from Michigan State University, Ryan began in 2019 and worked alongside his father, Sean. Ryan is focused on serving the next generation of Sean’s clients while building his practice. His focus is to help clients develop the financial skills necessary to allow for successful planning over the long term. In May of 2022, Ryan achieved CFP® certification, the standard of excellence in financial planning. By Achieving CFP® certification, Ryan has demonstrated expertise and is committed to serving his clients to the highest standard.

Learn more about Ryan Savage here: https://savageandassociates.com/ryan-savage/

WEALTH: Not getting enough clients? Book a FREE 15-minute Client Acquisition Consultation with CEO | Carter Wilcoxson to learn how.
https://www.epicservicescompany.com/meetings/cwilcoxson-epic-ceo

HEALTH: Low on energy or overweight? Go to www.chemicalfreebody.com/enrichers
and grab GREEN 85 Juice Formula or book a FREE 30-minute Health Strategy Session with Tim or one of his coaches.
Wealth, financial advisor, financial services, client attraction, lead generation, planning, Relationship, strategies, estate planning, boost immunity, gut health, plant-based, toxins, chemical-free, family succession planning, teacher, teaching, SEO, Websites, systems, process, technology, water, epic, business development, seniors

25/02/2023

She is the curious, creative designer and motivational coach behind the 6-Month, online Aging, and Money Blueprint online program. This one-of-a-kind, on-demand educational coaching program teaches mission-driven professionals how to become aging experts to help their clients identify and emotionally plan, in advance, for inevitable and sometimes devastating aging-related money issues.
She's a highly rated, dynamic national speaker.

She is called upon frequently for interviews on podcasts & webinars where she enthusiastically spreads the message that positive aging outcomes are supported by a uniquely holistic, person-centered, self-awareness of aging approach that encompasses a powerful combination of comprehensive financial planning and preparing for inevitable aging issues. Learn more about and connect with Barbara Micheletti here: https://interruptingaging.com/

Learn more about Barbara Micheletti here: https://interruptingaging.com/?utm_medium=referral&utm_source=contentstudio.io

Not getting enough clients? Book a FREE 15-minute Client Acquisition Consultation with CEO | Carter Wilcoxson to learn how. https://www.epicservicescompany.com/meetings/cwilcoxson-epic-ceo/?utm_medium=referral&utm_source=contentstudio.io

Low on energy or overweight? Go to www.chemicalfreebody.com/enrichers and grab GREEN 85 Juice Formula or book a FREE 30-minute Health Strategy Session with Tim or one of his coaches.

24/02/2023

Barbara is a Gerontologist Consultant on a heart-felt mission to holistically change how financial professionals, insurance leaders, entrepreneurs, executives & senior-focused industry leaders can better engage with their aging clientele & age-related money issues. An energetic solution seeker and consensus builder, she is a fierce advocate of partnering with professionals who want to make the broadest positive impact with their senior population by the phrase, "a rising tide can lift all boats!"

Barbara is the go-to aging expert & public speaker, bringing professional training as a 25-year Gerontologist and a Financial Planner, along with 13 years of experience as a former award-winning Insurance Agency owner & Business Insurance advisor. She is the curious, creative designer and motivational coach behind the 6-Month, online Aging, and Money Blueprint online program. This one-of-a-kind, on-demand educational coaching program teaches mission-driven professionals how to become aging experts so they can help their clients identify and emotionally plan, in advance, for inevitable and sometimes devastating aging-related money issues.
She's a highly rated, dynamic national speaker.

She is called upon frequently for interviews on podcasts & webinars where she enthusiastically spreads the message that positive aging outcomes are supported by a uniquely holistic, person-centered, self-awareness of aging approach that encompasses a powerful combination of comprehensive financial planning and preparing for inevitable aging issues. Learn more about and connect with Barbara Micheletti here: https://interruptingaging.com/

Learn more about Barbara Micheletti here: https://interruptingaging.com/?utm_medium=referral&utm_source=contentstudio.io

Not getting enough clients? Book a FREE 15-minute Client Acquisition Consultation with CEO | Carter Wilcoxson to learn how. https://www.epicservicescompany.com/meetings/cwilcoxson-epic-ceo/?utm_medium=referral&utm_source=contentstudio.io

Low on energy or overweight? Go to www.chemicalfreebody.com/enrichers and grab GREEN 85 Juice Formula or book a FREE 30-minute Health Strategy Session with Tim or one of his coaches.

23/02/2023

Barbara is a Gerontologist Consultant on a heart-felt mission to holistically change how financial professionals, insurance leaders, entrepreneurs, executives & senior-focused industry leaders can better engage with their aging clientele

23/02/2023

Epiosde 86 - Barbara is a Gerontologist Consultant on a heart-felt mission to holistically change how financial professionals, insurance leaders, entrepreneurs, executives & senior-focused industry leaders can better engage with their aging clientel... https://omny.fm/shows/health-and-wealth-podcast-with-carter-tim/ceo-barbara-michelletti?utm_source=contentstudio.io&utm_medium=referral

22/02/2023

The show to educate, empower, and enlighten you on ALL things Health and Wealth! New Episode Tomorrow at @1:30pm. Click the link in our bio to subscribe and stay up to date.