Health and Wealth Podcast with Carter & Tim

In this Health and Wealth Podcast episode, hosts Carter Wilcoxson and Dr. Ben welcome Anson McDaniel, who shares his extensive journey in the financial services industry. Anson discusses the importance of mentorship, the influence of his family, and his commitment to helping others. The conversation delves into Anson's current work, including the Retirement Impact Blueprint, which focuses on tax mitigation strategies for high-net-worth individuals. Anson also highlights his philanthropic efforts to combat human trafficking and the importance of having a purpose beyond financial gain. In this episode, Carter discusses the importance of passing on values rather than just valuables, emphasizing the need for a solid moral foundation in wealth management. He highlights the heartbreaking issue of children without homes and the role of wealth in funding organizations that help them. The conversation shifts to the significance of health in wealth, particularly as individuals age, and the importance of understanding BMI and weight management. Carter shares insights on fasting as a powerful tool for health improvement and discusses the connection between spiritual health and overall well-being. The episode concludes with a reminder of the importance of passing down values to future generations.Story Notes:Anson McDaniel's Journey into Financial ServicesFamily and Personal InfluencesThe Importance of Helping OthersBuilding Professional ConnectionsThe Philosophy of Client-Centric ServiceAnson's Current Work and PurposeRetirement Impact Blueprint OverviewHuman Trafficking Awareness and PhilanthropyTax Mitigation Strategies for High Net-Worth IndividualsPassing on Values, Not Just ValuablesLearn more about Anson McDaniel and his Retirement Impact Blueprint here: https://www.theretirementimpactblueprint.com/the-retirement-impact-blueprint-waitlist-page 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/?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.#HealthAndWealth #FinancialWellness #RetirementPlanning #MentorshipMatters #Philanthropy #TaxStrategies #ValuesOverValuables #WealthManagement #HumanTraffickingAwareness #HealthyLiving #SpiritualHealth #BMIManagement #FastingForHealth #PurposeDrivenLife

In this episode of the Health and Wealth Podcast, host Carter Wilcoxson and co-host Dr. Ben engage with Geoffrey Wallace from Mutual of Omaha Mortgage. They explore Geoffrey's journey into financial services, the impact of personal experiences on career choices, and the importance of education in financial planning. The conversation also delves into the challenges faced in the mortgage industry, the role of reverse mortgages in retirement planning, and the intersection of health and wealth, particularly concerning end-of-life care. Additionally, they discuss the effects of technology on mental health and the benefits of staying active through sports like pickleball.Geoffrey Wallace's Journey into Financial ServicesThe Impact of Family Experiences on Career ChoicesConnecting Through Shared BackgroundsTransitioning to Mutual of Omaha MortgageThe Importance of Education in Financial ServicesNavigating Market Challenges and OpportunitiesThe Role of Reverse Mortgages in Financial PlanningHealth and Wealth: Addressing End-of-Life CareThe Effects of Technology on Mental HealthStaying Active: The Benefits of PickleballLearn more about Geoffrey Wallace here: https://www.linkedin.com/in/wallacegeoffrey/  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/?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.#HealthAndWealth #ChiropracticCare #HolisticHealth #NaturalHealing #WellnessJourney #DrBenShamoiel #ChiropractorLife #HealthAndWellness #FamilyWellness #RootCauseHealing #HolisticApproach #NaturopathicLivin

In this conversation, Carter Wilcoxson introduces Dr. Ben Shamoiel as the interim co-host of the Health and Wealth Podcast. Dr. Ben is a board-certified chiropractor with over 26 years of experience. He shares his journey of becoming a chiropractor and his passion for restoring health and wellness naturally. They discuss the importance of addressing the root cause of health issues and creating a holistic environment for healing. Dr. Ben also talks about his personal life, including his wife and two children, who have been raised with a natural and chiropractic mindset.Story Notes:Introducing Dr. Ben as the Interim Co-hostDr. Ben's Background and Journey to Becoming a ChiropractorRestoring Health and Wellness NaturallyThe Importance of a Holistic EnvironmentAddressing the Root Cause of Health IssuesThe Role of Genetics in HealthCreating a Naturopathic Approach to HealthThe Impact of Family on Health and Well-beingDr. Ben's Personal Life and RelocationLearn more about Dr. Ben Shamoiel here: https://www.thelachiropractor.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/?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.#HealthAndWealth #ChiropracticCare #HolisticHealth #NaturalHealing #WellnessJourney #DrBenShamoiel #ChiropractorLife #HealthAndWellness #FamilyWellness #RootCauseHealing #HolisticApproach #NaturopathicLiving

Andrew Nemes, a financial advisor in Novi, Michigan, shares his unique background and how he got into financial advisory services. He comes from a family of CPAs, with his father also being a financial advisor. Andrew emphasizes the importance of learning about business operations and laws before entering the financial world. He discusses the challenges faced during the COVID-19 pandemic, including market drops and transitioning to virtual meetings. Andrew's clientele consists of physicians, entrepreneurs, and auto executives, focusing on building solid relationships with his clients.Story Notes:Growing Up in a Competitive HouseholdTransitioning into Financial Advisory ServicesClientele and SpecialtiesChallenges Faced During COVID-19Building Relationships with ClientsAdapting to Industry Trends and Opportunities for Financial AdvisorsThe Importance of Building Relationships in Financial AdvisoryHome Workouts and the Benefits of Yoga and AcupressureThe Power of Sprouts and Chemical-Free FoodsThe Health Benefits of Infrared Saunas and Nano Silver ProductsLearn more about Andrew Nemes here: https://www.linkedin.com/in/andrew-nemes-cpa-cima%C2%AE-2659a8b2/ 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/?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.#FinancialAdvisory #WealthManagement #ClientRelationships #FinancialAdvisor #Entrepreneurship #COVIDChallenges #BusinessStrategy #HealthAndWellness #HomeWorkouts #ChemicalFreeLiving #InfraredSauna

In this conversation, hosts Tim and Carter welcome guest Chris Murray. They discuss various topics including golf, personal experiences, and the financial services industry. Chris Murray, shares his journey from being a stay-at-home dad to becoming a financial advisor. He emphasizes the importance of building trust and relationships with clients and educating them about their investments. The conversation also touches on the demographics of Chris's clientele and the benefits of tax-free municipal bonds. Chris Murray discusses the challenges and opportunities presented by COVID-19 in his financial advising business. He explains that while some clients moved out of state, he was still able to work with them remotely using tools like Zoom and Microsoft Teams. Murray emphasizes the importance of making an impact and leaving a legacy in his work, and he values working with clients who appreciate his approach. He also discusses the concept of success and how it is not solely measured by assets under management, but also by the number of clients who refer to him. The conversation then shifts to the topic of stress and its detrimental effects on financial advisors. Murray highlights the importance of managing stress and shares strategies such as meditation, breathwork, and exercise. The discussion concludes with a conversation about maintaining balance and coordination as one gets older, with suggestions for incorporating yoga, balancing exercises, and plyometrics into a fitness routine.Story Notes:Influencers Event and Retreat ExperiencesTransitioning to the Financial Services BusinessTransitioning to the Financial Services IndustryThe Importance of Authenticity and ConnectionMoving to Colorado and Back to CaliforniaPlaying Golf and Building ConnectionsChris's Financial Practice and ClienteleTransition to the Second Part of the ConversationIntroduction to the Second Part of the ConversationBuilding Trust and Relationships in the Financial Services IndustryManaging Expectations and Providing a Safe PlaceThe Importance of Educating Clients about InvestmentsWorking with Clients of Various DemographicsLearn more about Chris Murray here: linkedin.com/in/chris-murraymurWEALTH: 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/?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#TaxFreeBonds #MunicipalBonds #FinancialAdvisor #InvestmentStrategies #ClientTrust #FinancialPlanning #WealthManagement #StressManagement #HealthyLiving #ClientRelationships #LegacyBuilding #FinancialServices

In this conversation, Blake Pinyan, a financial planner at Anchor Bay Capital, shares his journey into the financial services industry and his passion for helping clients. He discusses his focus on young professionals and pre-retirees, offering comprehensive financial planning, customized investment management, tax preparation, and estate planning services. Blake also highlights his Enrolled Agent (EA) designation, which allows him to represent clients before the IRS and provide tax advice. He shares examples of how he has helped clients resolve tax disputes and save money through tax planning strategies. Overall, Blake's personal experiences and expertise shape his commitment to helping clients achieve financial success.Story Notes:The Importance of Health and Self-CareHelping Young Professionals and Pre-Retirees with Financial PlanningBlake Pinyon's Journey into the Financial Services IndustryOvercoming Personal Challenges and Using Them as MotivationSan Diego State University and Sports AchievementsBlake Pinyon's Role at Anchor Bay CapitalThe Benefits of an Enrolled Agent (EA) Designation for Tax ServicesResolving Tax Disputes and Saving Money through Tax PlanningExpertise in Equity CompensationLearn more about Blake Pinyan here: https://www.linkedin.com/in/blakepinyan/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/?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#TaxPlanning #FinancialSuccess #TaxDisputes #EnrolledAgent #FinancialAdvisor #YoungProfessionals #PreRetirees #WealthManagement #InvestmentStrategies #EstatePlanning #FinancialPlanning #BlakePinyan #AnchorBayCapital #FinancialServices #MoneySavingTips #TaxAdvice 

In this episode of Health and Wealth Podcast, financial advisor Kyle Ryan discusses his journey into the industry and his passion for helping people with their finances. He shares how his parents' influence and his own experiences shaped his interest in financial planning. Kyle also talks about his podcast, Fresh Finance, and how it helps establish credibility and educate listeners. He emphasizes the importance of finding the right fit with clients and the challenges of client acquisition. Overall, Kyle's focus is on providing education and building trust with his clients. In this conversation, Kyle Ryan discusses various topics related to health and wellness. He talks about the importance of paying attention to the quality of food we consume and highlights the presence of harmful substances in many grocery store products. Kyle emphasizes the need to buy local, organic, and minimally processed food to ensure optimal health. He also delves into the topic of COVID-19, questioning the nature of the virus and suggesting that it may be a synthetic snake venom that has been introduced into the water supply. Kyle shares insights on the role of nicotine in combating long-haul COVID symptoms.Story Notes:Early Influences and Mentality Towards MoneyFocus on Retirement Planning and Fresh Finance PodcastChallenges and Lessons in Client MeetingsClient Acquisition and Outward MarketingReciprocation and Fit AgendaThe Importance of Food Quality and Buying LocalIs COVID-19 a Synthetic Snake Venom?The Role of Nicotine in Combating Long-Haul COVID SymptomsLearn more about Kyle Ryan here: https://www.linkedin.com/in/kyle-ryan-cfp/ 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/?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

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 LimFinancial Literacy and TeachingSan Diego Financial Literacy Center (SDFLC)Communication StrategiesLearn 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

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 MalickChallenges and AdversitiesComprehensive Financial PlanningLife Insurance and PlanningTransition to Fee-Only ModelLearn more about Lisa Malick here: https://lighthousefinancialllc.com/WEALTH: Not getting enough clients? Book a FREE 15-minute Client Acquisition Consultation with CEO | Carter Wilcoxson to learn how.HEALTH: Low on energy or overweight? Click here and grab GREEN 85 Juice Formula or book a FREE 30-minute Health Strategy Session with Tim or one of his coaches. See omnystudio.com/listener for privacy information.

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 ProductsLearn more about Brock Eson here: https://www.invresource.com/WEALTH: Not getting enough clients? Book a FREE 15-minute Client Acquisition Consultation with CEO | Carter Wilcoxson to learn how.HEALTH: Low on energy or overweight? Click here and grab GREEN 85 Juice Formula or book a FREE 30-minute Health Strategy Session with Tim or one of his coaches. See omnystudio.com/listener for privacy information.

In this episode of the Health and Wealth podcast, hosts Carter and Tim are joined by their special guest, Cheryl Canzanella. Cheryl has a unique perspective in the financial industry, specializing in raising awareness about the opioid crisis and its impact on financial health. The opioid epidemic has significant financial and economic implications, costing approximately 696 billion dollars in 2018 alone, which is about 3.4% of the GDP.Carter and Tim dive into Cheryl's personal journey and how she became deeply involved in addressing the opioid crisis. Cheryl's story began when she got married in 2011, and her husband started battling addiction due to a back injury. At first, she was in denial and tried to keep the situation hidden. She thought that sharing this personal struggle would be detrimental to her career in the financial industry.Story Notes:Cheryl's Journey in Financial ServicesCheryl's Specialization in the Opioid CrisisPersonal Experience with the Opioid CrisisThe Importance of Addressing the Opioid CrisisMisconceptions Surrounding Reverse MortgagesNational Association of Insurance and Financial Advisors (NAIFA)Learn more about Cheryl Canzanella here: https://cherylcanzanella.com/#bio WEALTH: Not getting enough clients? Book a FREE 15-minute Client Acquisition Consultation with CEO | Carter Wilcoxson to learn how.HEALTH: Low on energy or overweight? Click here and grab GREEN 85 Juice Formula or book a FREE 30-minute Health Strategy Session with Tim or one of his coaches. See omnystudio.com/listener for privacy information.

Welcome back to the Health and Wealth Podcast with your hosts, Carter and Tim. Today's guest is Patrick Huey, a certified financial planner from Victory Independent Planning (VIP). Patrick specializes in helping clients optimize their financial strategies, especially in the realm of charitable giving and tax planning.Patrick's expertise lies in identifying opportunities for clients to make strategic charitable donations while also benefiting from tax deductions. He's an accredited tax preparer and a chartered advisor in philanthropy, making him well-equipped to navigate the intricacies of tax laws and charitable giving regulations. Patrick shared a captivating story about a unique tax credit opportunity involving an oil and gas program that ultimately saved his clients significant money while aligning with their philanthropic goals.This episode is a testament to the power of specialized expertise in the financial realm and how financial planners like Patrick can make a tangible impact on their clients' financial well-being and their ability to contribute positively to their communities. Tune in to the rest of the episode to learn more about Patrick's insights and how he's helping clients make informed decisions to safeguard and grow their wealth.Story Notes:Getting to Know Patrick HueyCharitable Financial PlanningCreating Value Through StrategyThe Impact of Financial Planning on ClientsBalancing Wealth Preservation and Charitable GivingLearn more about Patrick Huey here: https://www.victoryindependentplanning.com/WEALTH: Not getting enough clients? Book a FREE 15-minute Client Acquisition Consultation with CEO | Carter Wilcoxson to learn how.HEALTH: Low on energy or overweight? Click here and grab GREEN 85 Juice Formula or book a FREE 30-minute Health Strategy Session with Tim or one of his coaches. See omnystudio.com/listener for privacy information.

Welcome back to "Health and Wealth," where hosts Carter Wilcoxson and Tim James are joined by this week's guest, Charlie Beljan, Golfer at PGA Tour. In this episode, Charlie shares his inspiring journey from being a PGA Tour player to overcoming personal struggles with alcohol and mental health, leading to his transformation towards sobriety and well-being. Charlie is a PGA Tour Winner and won the US Junior Amateur in 2002.Charlie shares his passion for mentoring young athletes and helping them navigate the challenges of sports and life. He reflects on the role of ego in sports and how controlling it can lead to success. The hosts and Charlie discuss the significance of mental strength and discipline, highlighting the role of mindset in achieving one's goals.Story Notes:Dealing with Challenges and ExpectationsDiscussion on Mindset and SuccessParenting and Mentoring Junior GolfersPromotion and Sharing Personal JourneyLongevity and Building Strong CommunitiesLearn more about Charlie Beljan here: https://instagram.com/cbeljan?igshid=MzRlODBiNWFlZA==WEALTH: Not getting enough clients? Book a FREE 15-minute Client Acquisition Consultation with CEO | Carter Wilcoxson to learn how.HEALTH: Low on energy or overweight? Click here and grab GREEN 85 Juice Formula or book a FREE 30-minute Health Strategy Session with Tim or one of his coaches. See omnystudio.com/listener for privacy information.

In this episode of the Health and Wealth podcast, hosts Carter and Tim welcome their guest, Libby Griewe, of The Efficient Advisor podcast. The hosts and Libby discuss her journey from sports marketing to financial planning and the importance of authenticity in the industry. They also touch upon the evolution of technology in financial services.Libby, a financial planner, shares her journey into the industry, starting with her early interest in investing and her background in engineering physics. She talks about her experience working in sports marketing before ultimately pursuing financial planning. They discuss her target market, which unexpectedly became older women, and her approach to financial planning, which focuses on leading with financial planning rather than sales. The hosts also touch on the changes in technology over the years and how it has impacted the industry. The episode provides insights into Libby's unique path in financial planning and the evolution of the profession.Story Notes:Acquiring Clients in the Early DaysSports Marketing InterludeTechnological Evolution in Financial PlanningLearn more about Libby Griewe here: https://www.theefficientadvisor.com/WEALTH: Not getting enough clients? Book a FREE 15-minute Client Acquisition Consultation with CEO | Carter Wilcoxson to learn how. HEALTH: Low on energy or overweight? Click here and grab GREEN 85 Juice Formula or book a FREE 30-minute Health Strategy Session with Tim or one of his coaches.   See omnystudio.com/listener for privacy information.

In this episode of The Health and Wealth podcast, hosts Carter Wilcoxson and Tim James sit down with their guest, Jeff Kothe, to delve into his journey in the financial services and marketing arena. Jeff shares how his career in insurance began during a challenging job market and his subsequent foray into Medicare supplements, life insurance, and annuities. He also discusses the motivation behind his shift towards helping others in the industry and shares success stories of assisting agents in improving their sales techniques. The conversation highlights the importance of suitability in the insurance industry and the challenges that can arise even when following the rules. Jeff also explains his role as a marketer for CSI Financial Group and his focus on creating a program to align agents with business owners seeking tax-free retirement options.Jeff Kothe started his professional career in 1985. He is a graduate of the University of Illinois- Urbana/Champaign with a Bachelor’s Degree in Psychology and a minor in Math and Sciences. Mr. Kothe prides himself on being well informed and is regularly enrolled in continuing education to stay on top of current laws and trends. Jeff is seen as an asset to business owners because he has seen success as a business owner and is able to pass that experience on to those he works with to help them grow their business and help more people.Story Notes:Jeff's Journey in Financial Services and MarketingTransition to a New RoleCreating a Program for SuccessLearn more about Jeff Kothe here: https://kotheenterprises.com/WEALTH: Not getting enough clients? Book a FREE 15-minute Client Acquisition Consultation with CEO | Carter Wilcoxson to learn how. HEALTH: Low on energy or overweight? Click here and grab GREEN 85 Juice Formula or book a FREE 30-minute Health Strategy Session with Tim or one of his coaches.   See omnystudio.com/listener for privacy information.

In this episode of the Health and Wealth podcast, hosted by Carter and Tim, they welcome Brion Crum, the VP of Wealth Development at Caliber Funds, to discuss his journey and experience in the financial services industry. Carter shares how he met Brion at an alliance campaign and attended a round table discussion with him, and they have been discussing having him on the podcast ever since. Brion talks about how growing up on a farm in Ohio and watching his father's entrepreneurship made him realize the value of business ownership and investing in real estate. This realization drove him to pursue a career in financial services, and he currently works for Caliber Funds and Caliber Companies.Brion also shares about the history of Caliber, which started in 2009 to help people access real estate deals during the last great recession. He explains that Caliber buys distressed properties, renovates them, and distributes income to investors. In 2014, they were able to take advantage of the Jobs Act, which allowed equity crowdfunding to occur. Brion explains that they had to make sure that all investors were accredited, meaning they had a net worth over a million dollars or an income exceeding $300,000 as a couple or $200,000 as an individual. They also discuss the Opportunities Zone Fund program, which is designed to encourage investment in economically disadvantaged areas in the US. Investors who have a capital gain can invest it in a qualified opportunity zone fund, which provides them with tax benefits such as deferring owing any federal capital gains tax for several years. Caliber invests in real estate, particularly in Arizona, Colorado, and Texas. The company has a vertically integrated and diversified real estate asset management system and raises most of its capital through Caliber Funds. Brion also talks about how financial advisors can work with Caliber and the benefits of doing so.Brion Crum is the VP of Wealth Development at Caliber Funds. His responsibilities include raising money for Caliber’s multiple real estate funds and helping accredited investors develop their wealth.Prior to Caliber, Brion was a financial advisor at Merrill Lynch and Synergy Investments, advising high-net-worth investors and business owners on strategies for asset protection, tax planning and portfolio construction. Brion began his career as an internal wholesaler at ING Funds before becoming an independent advisor and consultant for companies with high-growth potential and their executives.Brion has been on the founding advisory board of Eliances, an entrepreneurship community, and is a board member/advisor for a diverse group of organizations that have community impact and sustainability at their core.Learn more about Brion Crum here: https://caliberfunds.co/brion-crum/WEALTH: Not getting enough clients? Book a FREE 15-minute Client Acquisition Consultation with CEO | Carter Wilcoxson to learn how. HEALTH: Low on energy or overweight? Click here and grab GREEN 85 Juice Formula or book a FREE 30-minute Health Strategy Session with Tim or one of his coaches.   See omnystudio.com/listener for privacy information.

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 here: www.fiatwm.com/about WEALTH: Not getting enough clients? Book a FREE 15-minute Client Acquisition Consultation with CEO | Carter Wilcoxson to learn how. HEALTH: Low on energy or overweight? Click here and grab GREEN 85 Juice Formula or book a FREE 30-minute Health Strategy Session with Tim or one of his coaches. See omnystudio.com/listener for privacy information.

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 here: www.fiatwm.com/about WEALTH: Not getting enough clients? Book a FREE 15-minute Client Acquisition Consultation with CEO | Carter Wilcoxson to learn how. HEALTH: Low on energy or overweight? Click here and grab GREEN 85 Juice Formula or book a FREE 30-minute Health Strategy Session with Tim or one of his coaches.   See omnystudio.com/listener for privacy information.

Episode 73 - Angela has been advising families and family enterprises since 2003. As Partner & COO, her goal is to ensure that clients and employees of DMG are empowered and flourishing. She is driven to find out-of-the-box solutions that address client needs now, whether it’s related to finances or not. From connecting clients to resources for COVID-19 vaccines to conference calls with farmers, her clients truly are family and not just another portfolio. In addition to financial strategies, Angela is also a certified Family Enterprise Advisor and third-generation family business owner, supporting her passion for family business consulting and succession. 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. HEALTH: Low on energy or overweight? Click here and grab GREEN 85 Juice Formula or book a FREE 30-minute Health Strategy Session with Tim or one of his coaches. See omnystudio.com/listener for privacy information.

Episode 73 - Angela has been advising families and family enterprises since 2003. As Partner & COO, her goal is to ensure that clients and employees of DMG are empowered and flourishing. She is driven to find out-of-the-box solutions that address client needs now, whether it’s related to finances or not. From connecting clients to resources for COVID-19 vaccines to conference calls with farmers, her clients truly are family and not just another portfolio. In addition to financial strategies, Angela is also a certified Family Enterprise Advisor and third-generation family business owner, supporting her passion for family business consulting and succession. 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. HEALTH: Low on energy or overweight? Click here and grab GREEN 85 Juice Formula or book a FREE 30-minute Health Strategy Session with Tim or one of his coaches.   See omnystudio.com/listener for privacy information.