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/

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(https://www.epicservicescompany.com/meetings/cwilcoxsonepicceo) 15 minute Client Acquisition Consultation with CEO | Carter Wilcoxson to learn how.

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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 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 Products

Learn 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.

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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 Services
• Cheryl's Specialization in the Opioid Crisis
• Personal Experience with the Opioid Crisis
• The Importance of Addressing the Opioid Crisis
• Misconceptions Surrounding Reverse Mortgages
• National 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 Huey
• Charitable Financial Planning
• Creating Value Through Strategy
• The Impact of Financial Planning on Clients
• Balancing Wealth Preservation and Charitable Giving

Learn 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 Expectations
• Discussion on Mindset and Success
• Parenting and Mentoring Junior Golfers
• Promotion and Sharing Personal Journey
• Longevity and Building Strong Communities

Learn 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 Days
• Sports Marketing Interlude
• Technological Evolution in Financial Planning

Learn 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 Marketing
• Transition to a New Role
• Creating a Program for Success

Learn 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.