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/

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 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.

 See omnystudio.com/listener for privacy information.