Episode 30 - Ayinde Holliman is a licensed financial service professional that lives in the Charlotte, North Carolina area. He is focused on working with families to help them better understand the financial planning process and better prepare for what is coming next. He is accomplished with a masterâs in business administration and a concentration in Finance. Ayinde is a father of 5 children, a loving husband, and a self-made businessman. Ayindeâs passion lies in assisting families to build a b...
Oct 13, 2021â˘59 minâ˘Ep. 30
Episode 29 - A man of countless talents, Ari has been attached to a selection of inspiring creative projects. His movie acclaims include producing the documentary Five Years North; detailing the journey of an undocumented Guatemalan boy arriving in New York City. Additionally, this year, Ari is set to release his first book and has already been slated to be on the New York Times best-selling authorâs list. Over his illustrious career, Ari has dealt with big-name celebrity clients and is now set ...
Oct 06, 2021â˘1 hr 17 minâ˘Ep. 29
Episode 28 - When Tim and Carter decided to partner up and launch their podcast, they never imagined that so many different guests would want to become a part of the experience. With over 25 episodes now released, Tim and Carter discuss the reasons why this unique podcast has become so attractive for others to tell their journey. Our long-form podcast is engaging, intriguing, and most importantly a lot of FUN! Check out this update from the Co-Hosts of The Health and Wealth Podcast Show and see ...
Sep 29, 2021â˘51 minâ˘Ep. 28
Episode 27 - Nancy Addison CHC, AADP â shatters the stereotype about healthy eating. This unique and courageous nutritionist cuts through the myths and misinformation about health and nutrition. She is the nutrition/health/lifestyle/cooking subject-matter expert. Nancy is the strategic advisor for healthful tips for being and living the healthiest life possible. If you want the straight and honest truth, with easy ways to take control of your health and reverse disease, hire Nancy as a speaker o...
Sep 22, 2021â˘1 hr 9 minâ˘Ep. 27
Episode 26 - Marlon Altoe is a proud member of the NADP and has a true passion in his life to bring solutions to the clients he serves. The National Association of Divorce Professionals (NADP) is the first to unite professionals in the legal, financial, mental health, and residential industries who serve divorcing clients. We provide access, connections, and results for our members and the unique opportunity to create strategic alliances within the divorce industry. The NADP is the pioneer of bu...
Sep 15, 2021â˘58 minâ˘Ep. 26
Episode 5 - After beating Tiger Woods and many years on the PGA Tour, Ted Purdy accidentally stumbled into a new career around giving to those who were less fortunate. After one day Ted was hooked and now has helped thousands of families in his local community to have a higher quality of life. Check out this episode as three guys hang out and discuss what it takes to become a professional athlete at the highest level and how giving back to others is the ultimate high. WEALTH: Not getting enough ...
Sep 08, 2021â˘1 hr 3 minâ˘Ep. 5
Episode 25 - Sean had everything until a freak accident caused a traumatic brain injury. He couldn't walk, talk, read or write and he had to relearn everything. Traditional medicine only got him so far in his recovery so he ventured into natural approaches and what he discovered made all the difference. Contact him at: www.StrokeHacker.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 o...
Sep 01, 2021â˘1 hrâ˘Ep. 25
Episode 24 - As Founding Managing Partner of Nth Degree Financial Solutions, Eby, with his wife and Managing Partner Joanne Eby, offer an array of services across the broad spectrum of fiduciary and non-fiduciary products provided by financial institutions, including Trust Departments, Trust Companies, Corporate Trustees, Retirement Plan Services, Custodians, Registered Investment Advisors, and Broker-Dealer Firms. When ePIC Services Company was taking shape, founder Carter Wilcoxson recognized ...
Aug 25, 2021â˘1 hr 33 minâ˘Ep. 24
Episode 23 - Randa Hoffman is the owner and financial planner at Radiant Wealth Planning, a financial planning and investment management firm exclusively for women. She helps ease the uncertainty around retirement, tax planning, and transitioning wealth so that women can live a life theyâve always dreamt of. She holds an MBA and EA and lives in Newport Beach, CA. You can find her at https://radiantwealthplanning.com/ The show to educate, empower, and enlighten you on ALL things Health and Wealth...
Aug 18, 2021â˘1 hr 9 minâ˘Ep. 23
Episode 13 - Ask anyone at Youtech to describe Wilbur You, and all descriptions will lead you to the same sentiment: Wilbur is a leader. Eight years ago, however, Wilbur did not have his now 75+ employees to vouch for him. At the age of 21, with a bachelorâs degree from NIU in Computer Science, Wilbur started Youtech & Associates as a one-man operation. In his parentsâ basement, he made 100 cold calls a day asking people to give him the opportunity to build their websites. Fast forward five ...
Aug 11, 2021â˘1 hr 6 minâ˘Ep. 13
Episode 22 - Miles Veth is a faith-driven entrepreneur in Connecticut, who helps businesses grow through creative marketing. As a partner of CSI Financial Group, he is passionate about helping advisors more creatively find ways to engage and serve their prospects and clients. Outside of work, he is an avid piano player and a big fan of the New York Yankees. You can connect with Miles on his website : https://www.vethgroup.com/ WEALTH: Not getting enough clients? Book a FREE 15-minute Client Acqu...
Jul 28, 2021â˘1 hr 16 minâ˘Ep. 22
Episode 21 - Dr. Scott Treadway, one of the top supplement formulators in the world, goes deep into reading supplements and food labels with the Health Hero Tim James. With their 51 years of combined experience in the supplement industry, Scott & Tim drop some bombshell advice on what to look out for when reading those pesky and oftentimes confusing labels. Some of what they share is so mind-blowing that you will definitely never look at a label the same again! The information they share is ...
Jul 22, 2021â˘1 hr 39 minâ˘Ep. 21
đ¤ITâS OFFICIAL!! Carter and Tim have launched their very own show to educate, empower, and enlighten you on ALL things Health and Wealth! đ đ§Make sure to follow, share, and like for immediate access to this priceless information. 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 T...
Jul 14, 2021â˘1 hr 5 minâ˘Ep. 1
Rick White has been in the financial services industry for more than 40 years. A well-regarded author, speaker, educator, and consultant, he co-founded Retirement Wealth Academy. His company, Rick White Consulting, is a Tax & Estate Planning Design consultant to Patriot Wealth Management, Inc. in Raleigh, NC, as well as numerous business owners, professionals, and highly paid executives. Recognized as one of the tops âSafe Moneyâ and âTax-Free Retirementâ experts in the industry, he has help...
Jul 07, 2021â˘59 minâ˘Ep. 9
Episode 12 - Integrated Trust Systems (ITS) has appointed attorney Ciara E. Lister, Esq. as Chief Counsel from her former Network Attorney position since December 2019. Prior to her initial ITS Network Attorney work and subsequent appointment as ITS Chief Counsel, Ciara specialized in commercial insurance litigation and personal injury law. She also earlier served as an operations director for a biomedical company based in southwest Florida, which provided her with valuable hands-on experience i...
Jun 23, 2021â˘1 hr 3 minâ˘Ep. 12
Episode 20 - Jim Criderâ a husband, dad, and CEO of Intentional Living FP. Prior to starting Intentional Living FP, he worked primarily with the standard clients of most wealth management firmsâ financially successful families seeking guidance with the wealth theyâve accumulated over decades. While he cherished each client he served, he came to find the clients he enjoyed most: families that desire to achieve early financial independence for the sake of spending significant time with the people ...
Jun 16, 2021â˘1 hr 9 minâ˘Ep. 20
Episode 8 - Lisa Camacho has spent her professional career in executive sales, management, and business ownership. In 2011, God changed her professional direction to focus on wealth development and investing as stock market traders. In 2016, Lisa along with her husband David started focusing their efforts exclusively on helping individuals and families with Estate Planning, Retirement Planning, and Tax-free Income Planning. Together, they have helped hundreds of clients develop a solid retiremen...
Jun 09, 2021â˘1 hr 2 minâ˘Ep. 8
Episode 3 - Scott Garcia, President of Premier Estate and Income Planning discusses how his entire practice has changed because of the Advisor Partner Platform. Scott also has become one of the National Advisor Partner Mentors and discusses how he works with other Advisors across the country implementing his successful strategies when it comes to growing his practice and getting more referrals than ever before. WEALTH: Not getting enough clients? Book a FREE 15-minute Client Acquisition Consulta...
Jun 02, 2021â˘1 hr 15 minâ˘Ep. 3
Following the loss of his father before the birth of his only child, and the subsequent loss of his mother to Alzheimerâs 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 clientâs valuables, but they werenât doing anything to help preserve valu...
May 26, 2021â˘1 hr 18 minâ˘Ep. 19
Episode 18 - 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 roles, Dia...
May 19, 2021â˘1 hr 18 minâ˘Ep. 18
Episode 17 - Tim Robertson is driven by his faith, his work ethic, and the desire to make a difference in peopleâs lives. After half a decade of success as a mortgage banker helping people buy and refinance their homes, he joined his father, David, as a financial advisor at The Financial Center. âWith my father, I saw first-hand how you can do more good for people on a remarkable level, change their lives and help them create intergenerational wealth,â Robertson says. âThatâs incredibly special....
May 12, 2021â˘1 hr 9 minâ˘Ep. 17
Episode 16 - In 2015 I started a healthcare SaaS company that was doing well, but was losing customers to competitors, wasnât getting anywhere near the number of referrals I wanted, and felt like each time I called my software integrated partners, they had forgotten to bring me up during a large sale. After speaking with business mentors and peers, everyone kept reiterating the same strategy over and over to solve my problems. âBuild better relationships!â In order to have a company that could s...
May 05, 2021â˘1 hr 8 minâ˘Ep. 16
Episode 15 - As Chief Counsel for eStatePlanTM, Jennifer Surmacz works closely with advisors and their clients helping them achieve their estate planning goals. With her broad experience in Estate Planning, Probate, Contracts and Family Law, among other legal disciplines, Jenniferâs clients gain confidence and peace of mind knowing their legacy will be carried out exactly as they intend. Born into a military family that lived in several states, Jennifer believes in giving back. She serves as a S...
Apr 28, 2021â˘1 hr 21 minâ˘Ep. 15
Episode 14 - Jon Garland-Sutter has been in the financial services business for nearly 20 years. His career started as an agent in central Illinois for a national health insurance company. He spent over 10 years as a top agent and agency manager, helping mold agents to take care of their clients the best way possible. But even as a management figure, Jon always had a passion for offering the best solutions to consumers. In time, he realized that the company didnât offer different solutions that ...
Apr 21, 2021â˘1 hr 3 minâ˘Ep. 14
Episode 13 - Ask anyone at Youtech to describe Wilbur You, and all descriptions will lead you to the same sentiment: Wilbur is a leader. Eight years ago, however, Wilbur did not have his now 75+ employees to vouch for him. At the age of 21, with a bachelorâs degree from NIU in Computer Science, Wilbur started Youtech & Associates as a one-man operation. In his parentsâ basement, he made 100 cold calls a day asking people to give him the opportunity to build their websites. Fast forward five ...
Apr 14, 2021â˘1 hr 6 minâ˘Ep. 13
Episode 12 - Integrated Trust Systems (ITS) has appointed attorney Ciara E. Lister, Esq. as Chief Counsel from her former Network Attorney position since December 2019. Prior to her initial ITS Network Attorney work and subsequent appointment as ITS Chief Counsel, Ciara specialized in commercial insurance litigation and personal injury law. She also earlier served as an operations director for a biomedical company based in southwest Florida, which provided her with valuable hands-on experience i...
Mar 31, 2021â˘1 hr 3 minâ˘Ep. 12
