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...
Nov 14, 2024•1 hr 5 min
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, part...
Oct 10, 2024•1 hr 4 min
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 ...
Sep 11, 2024•31 min
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, ent...
Aug 30, 2024•51 min
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 municipa...
Aug 23, 2024•51 min
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 s...
Aug 15, 2024•56 min
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. Overa...
Aug 08, 2024•1 hr 13 min
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 ...
Dec 20, 2023•1 hr 10 min
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 l...
Nov 08, 2023•59 min
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 ind...
Oct 18, 2023•1 hr 14 min
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 s...
Sep 20, 2023•1 hr
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 ...
Sep 06, 2023•1 hr 7 min
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...
Aug 16, 2023•1 hr 23 min•Ep. 54
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 physic...
Jun 28, 2023•1 hr 1 min•Ep. 53
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 i...
Jun 07, 2023•1 hr 12 min•Ep. 52
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 real...
May 17, 2023•1 hr•Ep. 51
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 curren...
Mar 22, 2023•1 hr 12 min•Ep. 50
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,...
Mar 15, 2023•1 hr 7 min•Ep. 73
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 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 ...
Mar 08, 2023•1 hr 3 min•Ep. 87
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 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 tid...
Feb 23, 2023•57 min•Ep. 86
Episode 85 - As a Partner and Wealth Advisor for Carson Allaria Wealth Management , Joe’s primary responsibilities are to work directly with clients as the leader of their financial plan while also creating and implementing the strategic vision for the firm. Joe brings an analytical yet creative approach to finding solutions for our clients and pursuing the vision of our firm. For his numerous articles, Joe has been featured in the Wall Street Journal, USA Today.com, Yahoo Finance, Nasdaq.com, a...
Feb 15, 2023•56 min•Ep. 85
Episode 34 Replay - Episode 34 - Mason is a native of Olathe, KS, and recently had the privilege to graduate from the University of Kansas in Lawrence, where he received his degree in Finance. Mason has always liked to work: he began earning money at the age of twelve and, amazingly, found that he wanted to save the money he had worked so hard to acquire. The lesson he learned was to always save for a purpose. Mason believes he’s been blessed with an entrepreneurial spirit and a constant desire ...
Feb 08, 2023•1 hr 13 min•Ep. 34
Ep 40 replay - Brad joined Mendel Money Management in 2013 and currently serves as a Wealth Advisor. He graduated from Boston University in 2004 with a B.A. in Computer Science. He began his career as a small business consultant with a focus on their Information Technology infrastructure. In 2006, Brad decided to accept a position as an actuary at Shore Tompkins Actuarial Resources. His primary role was to consult with small business owners on the design and administration of their defined benef...
Feb 01, 2023•1 hr 5 min•Ep. 40
Episode 61 replay - Josh joined Compass Ion in early 2012, bringing with him over ten years of investment management experience. He began his career with Benkovich & Associates and spent the next eight years with Wells Fargo Advisors. During this time he focused on active portfolio management and retirement income for individuals and families. By focusing so well on clients’ needs, he was selected to join the Executive Council, an award based on client service, best practices, and overall pr...
Jan 25, 2023•1 hr 12 min•Ep. 61
Ep 84 - Phil Graham is the driving force behind the development and innovation of BLP. Phil brings over 25 years of financial services experience, focusing on designing and distributing products through financial advisors. He has led the efforts of over $22 billion in insurance, investment, and annuity sales. At BLP, we bring innovative products and distribution onto modern financial planning platforms. We refrain from disturbing or disrupting an advisor's current product and marketing relations...
Jan 18, 2023•57 min•Ep. 84
Episode 83 - Brian C. Adams is the President and founder of Excelsior Capital , where he spearheads the firm's investor relations and capital markets arms. He has 10 years of experience in real estate private equity. Before forming Excelsior Capital, Brian co-founded Priam Properties (an institutional real estate private equity sponsor) in 2010. He provided leadership and direction for the firm in capital markets, investment management, and investor relations. He has served on the Board of Sirro...
Jan 11, 2023•50 min•Ep. 83
Episode 18 Replay - Diana Cabrices is Vice President of Enterprise Development at Snappy Kraken, an award-winning automated growth program focused on lead generation and client engagement for financial advisors. Diana opens up new enterprises for the firm to sell into and form strategic partnerships with, and helps financial organizations empower their advisors with the technology and content they need to successfully grow their businesses. With over 5 years of industry experience in varying rol...
Jan 04, 2023•1 hr 18 min•Ep. 18
Episode 82 - LaTika Tillis joined Avidian Wealth Solutions in 2013 and currently serves as Private Investments Specialist. She previously worked as a Senior Wealth Management Associate and was responsible for all essential functions relating to new and existing clients and maintaining client relationships. In her role as Private Investments Specialist, she focuses on building relationships with investment sponsors and educating her team and clients on the different private investment opportuniti...
Dec 28, 2022•50 min•Ep. 82
Episode 19 replay - Following the loss of his father before the birth of his only child, and the subsequent loss of his mother to Alzheimer’s disease when his daughter was 2, he realized his daughter would never know her grandparents. Then after 19 years, starting as a Financial Advisor for E.F. Hutton and finishing as a Sr. VP & Branch Manager for UBS/PaineWebber, he realized that as an industry they do a great job preserving and growing client’s valuables, but they weren’t doing anything t...
Dec 21, 2022•1 hr 18 min•Ep. 19
Episode 81 - Pamela Capalad and Dyalekt are co-hosts of the Brunch and Budget Podcast, which shares information with an underserved audience. THE PODCAST ABOUT PERSONAL FINANCE & RACIAL ECONOMIC INCLUSION: From how we bank, to how our credit scores are calculated, to how we are kept in the dark about investing, to how we pay our taxes, the system is set up for us to get caught in a debt/poverty cycle and stay running just to tread water. The rules constantly change, so the top people stay on...
Dec 14, 2022•1 hr 7 min•Ep. 81
