Dr. William Elizuk dishes out his secrets on how healthy habits become wealthy choices. Not only do we cover his expertise in exercise science, but an entire mind, body, spirit connection. The sum of all these parts makes us whole, makes us prosper, makes us "wealthy!" Stress and depression are real topics in the middle of our COVID environment coupled with an unsettled economy, schools going virtual, upcoming elections, face masks, and social distancing. Listen along as Dr. Elizuk brings much-n...
Aug 28, 2020•39 min•Ep. 11
Roy Carlson, President of Carlson Financial Services, LLC says, "Your time should reflect your priorities. There is a great link between Time and Money." Come along on our journey and learn how to use your time wisely and practically to assess your stewardship in a purposeful process. Register now at www.carlsonfinancialservices.com for our Zoom Biblical/Financial workshops starting on September 15, 2020. Get to interact virtually with Roy and other like-minded peers asking questions and learnin...
Aug 19, 2020•16 min•Ep. 10
CEO and IT expert, Dick Butler shares how we find the "reality" in the information that is disseminated to the masses in our current COVID environment. Learn why he says, "success does not come to those who wait but to those who seek it and work for it." And most importantly come along with us to learn about Dick Butler's testimonial. In 2003 a life-changing event happened that is part of the chain-link of people and circumstances that ultimately led up to the finale in a hotel room in Atlanta, ...
Jul 28, 2020•37 min•Ep. 9
After 23 years of marriage, Roy Carlson takes us on a journey of why marriage is a spiritual battle and why he has utilized the lessons of growth and service to overcome obstacles. Find out why Roy feels that a prenup is damaging and how to get what you desire in a marriage. In 2009 Carlson Financial Services, LLC noticed an unusually high amount of clients who were going through a divorce and it really tugged at Roy's heart so the company devised Biblical Financial Stewardship Workshops which a...
Jul 23, 2020•17 min•Ep. 8
Have you ever introduced your accountant to your financial advisor? According to Carlson Financial Services, LLC it is the single most important thing you can do for your planning strategy. Roy Carlson, President dishes on current tax control and suggested tax diversification as well as the integration of values. For more podcasts, visit http://carlsonfinancialservices.com/media/podcast Licensed Insurance Professional. Investment Advisory Services Offered through Institute for Wealth Management,...
Jul 13, 2020•13 min•Ep. 7
Jul 06, 2020•6 min•Ep. 9
If you're fans of the series, Stranger Things, you'll understand the parallel universe called the Upside Down. If you know nothing about this Netflix series don't worry because our current reality with COVID-19, racial wars, killer hornets, communists, global warming, fake news, protests, looting, the national guard, feels like we are in the middle of a SciFi flick. Whatever reality you are living there is an actual thing called Protection Planning and Carlson Financial Services, LLC breaks this...
Jun 09, 2020•18 min•Ep. 5
Mary Elizuk, head of customer relations at Carlson Financial Services, LLC shares why it's important to spread joy, return phone calls, and be respectful of clients' time and information. For more podcasts, visit http://carlsonfinancialservices.com/media/podcast Licensed Insurance Professional. Investment Advisory Services Offered through Institute for Wealth Management, Incorporated, an SEC Registered Investment Advisor, based in Denver, CO. Insurance products and services are offered through C...
May 27, 2020•17 min•Ep. 4
Millennials whom we define as ages 23-38 have been called the "entitlement generation." They now have to navigate a world shaken by high unemployment, disease, politics, media, and lots of misinformation. Investment advisor representative and Millennial, Rob Barton, discusses why this generation has gotten a bad rap. Rob takes a deep dive into how this demographic can learn from the Baby Boomers and his insights into developing a solid financial foundation and plan for the future. For more podca...
May 20, 2020•16 min•Ep. 3
Everyone values from contentment. The unique process that Carlson Financial Services has developed to make you the steward of your goals provides the planning framework for you to make financial decisions consistent with your faith and values. For more podcasts, visit http://carlsonfinancialservices.com/media/podcast Licensed Insurance Professional. Investment Advisory Services Offered through Institute for Wealth Management, Incorporated, an SEC Registered Investment Advisor, based in Denver, C...
May 13, 2020•20 min•Ep. 2
How do we go through our entire educational system in a capitalist country without once being introduced to cash management and reserves let alone investment management from a tactical and strategic allocation? Carlson Financial Services aims to lift that shrouded veil. For more podcasts, visit http://carlsonfinancialservices.com/media/podcast Licensed Insurance Professional. Investment Advisory Services Offered through Institute for Wealth Management, Incorporated, a SEC Registered Investment A...
Apr 30, 2020•21 min•Ep. 1
