Episodi
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Understanding your investments is key to making confident financial decisions that align with your long-term goals.
This week's episode explores the growth bucket strategy - a systematic approach to managing long-term investments designed to help combat inflation while maintaining focus on your values and objectives. Our team of wealth advisors shares insights on diversification strategies, tax efficiency considerations, and the importance of maintaining perspective during market volatility.
We discuss how proper allocation across different investment vehicles - from traditional stocks and bonds to private equity opportunities - can help create a resilient portfolio aligned with your time horizon. The conversation emphasizes understanding what you own and why you own it, drawing inspiration from successful long-term investors.
This is a great discussion of practical approaches to structuring your growth investments and strategies for maintaining conviction through market cycles.
Key TakeawaysStructure investments using the bucket approach: foundation first, then savings, income, and finally growth for 10+ year timeframesConsider tax-efficient placement of assets across accounts (HSAs, Roth, taxable) to optimize after-tax returnsExamine international and emerging market opportunities to diversify beyond U.S. marketsEvaluate alternative investments like private equity when appropriate for additional portfolio diversificationFocus on owning quality companies for their future cash flows rather than short-term price movementsMaintain a consistent investment strategy through market cycles by understanding what you ownHear Past episodes of the Way2Wealth Podcast!
https://theway2wealth.com
Learn more about our Host, Scott Ford, Managing Director, Partner & Wealth Advisor
https://www.carsonwealth.com/team-members/scott-ford/
Cetera Advisor Networks LLC exclusivly provides investment products and services through its representatives. Although Cetera deos not provide tax or legal advice, or supervise tax, accounting or legal services. Cetera representatives may offer these services through their independent outside business, This information is not intended as tax or legal advice.
Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC.
Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity.
Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. 19833 Leitersburg Pike, Suite 1 Hagerstown, MD 21742.
Opinions expressed by the presenter may not be representative of Cetera Advisors Networks LLC, or CWM, LLC. -
Smart tax planning starts with understanding your current position and identifying opportunities that match your situation.
In this episode, Scott Ford and team members Jeff Socha - CEO & Founder, Socha Capital Wealth Strategies, Ashley Sowers - Partner, Wealth Advisor, Brian Staples - Wealth Advisor, and John Saunders - Partner, Wealth Advisor, break down tax planning approaches across three asset tiers: $500k-2M, $2M-10M, and $10M+. We explore foundational concepts like qualified plans and itemized deductions while highlighting business-owner-specific strategies.
The discussion reveals how proactive planning early in the year opens up more options compared to reactive December moves. The team shares real examples of coordination between business structure, retirement accounts, and charitable giving that can help create tax efficiency without unnecessary complexity.
The conversation reinforces that effective tax planning isn't about chasing exotic strategies or quick fixes. It's about methodically reviewing options, understanding which ones align with your goals, and implementing them consistently over time. As one team member notes, "Small hinges swing big doors."
How qualified plans and cash value life insurance work together as complementary planning toolsThe tax implications of the 2025 sunset provisions and what that means for planning windowsUsing tax-advantaged accounts - understanding the differences between tax-deferred, taxable and tax-free optionsBusiness entity selection impacts - comparing structures like S-Corps, partnerships and C-Corps for tax treatmentIncome shifting strategies for business owners, including legitimate ways to engage family members in business operationsThe value of proactive planning versus reactive December tax moves, including the "Augusta Rule" for business owners
Highlights:
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Jeff Socha is not an affiliate of Cetera Advisor Networks, LLC or CWM, LLC.Hear Past episodes of the Way2Wealth Podcast!
https://theway2wealth.com
Learn more about our Host, Scott Ford, Managing Director, Partner & Wealth Advisor
https://www.carsonwealth.com/team-members/scott-ford/
Cetera Advisor Networks LLC exclusivly provides investment products and services through its representatives. Although Cetera deos not provide tax or legal advice, or supervise tax, accounting or legal services. Cetera representatives may offer these services through their independent outside business, This information is not intended as tax or legal advice.
Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC.
Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity.
Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. 19833 Leitersburg Pike, Suite 1 Hagerstown, MD 21742.
Opinions expressed by the presenter may not be representative of Cetera Advisors Networks LLC, or CWM, LLC. -
Episodi mancanti?
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Today I want to share a great conversation I had earlier this year with Kevin Thompson on his 'Million Dollar Relationships' podcast, sharing my thoughts on financial freedom and personal growth.
It was a great opportunity to share my journey from witnessing my parents' bankruptcy to becoming a leading wealth advisor and founding the organization we have today.
I'm passionate about helping people fully live their lives today, without waiting for a distant future, and the show dives into my philosophy of not only financial wisdom, but the incredible impact of connections.
This episode also explores how personal healing and self-work are crucial steps for meaningful relationships and how my "I will be" model, is a powerful mindset for entrepreneurs aiming to make a lasting difference in their communities and beyond.Key Takeaways:
Discover how my childhood experience of my bankruptcy ignited his mission to simplify financial management and help others achieve financial freedom.I talk about my transition from working in insurance to founding Cornerstone in 1996, providing comprehensive family office services for entrepreneurs and business owners.Hear how influential mentors like Tony Robbins and WWII veteran Art Stamates shaped my perspective on life and the importance of loving people.We explore the profound spiritual experiences I shared with my children and how these moments have deeply impacted our relationships and personal growth.I talk about my holistic approach to personal and communal development through the "I will be" model, emphasizing the importance of self-work for meaningful relationships and impactful philanthropy.We discuss the importance of not waiting for a distant future to live your life fully, but rather finding ways to enjoy and make the most of today.
Join me for a great conversation that merges financial insight with the heartwarming power of human connection.Hear Past episodes of the Way2Wealth Podcast!
https://theway2wealth.com
Learn more about our Host, Scott Ford, Managing Director, Partner & Wealth Advisor
https://www.carsonwealth.com/team-members/scott-ford/
Cetera Advisor Networks LLC exclusivly provides investment products and services through its representatives. Although Cetera deos not provide tax or legal advice, or supervise tax, accounting or legal services. Cetera representatives may offer these services through their independent outside business, This information is not intended as tax or legal advice.
Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC.
Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity.
Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. 19833 Leitersburg Pike, Suite 1 Hagerstown, MD 21742.
Opinions expressed by the presenter may not be representative of Cetera Advisors Networks LLC, or CWM, LLC. -
Are you ready to redefine your financial future and solidify your path to wealth?
It's not just about saving; it's about mastering the three-bucket strategy that ensures you're prepared for today, tomorrow, and the distant future. Learn the nuances of liquidity and the hidden gems in cash equivalents Navigate the delicate balance of asset distribution, Arm yourself with the practical wisdom needed to protect and grow your fortune. The crucial role of the savings bucket for those eyeing retirement, our conversation pivots to the calculated distribution of assets that shelters you from sequence of returns risk.
That's precisely the journey we embark on in our latest Way2Wealth podcast. With the experience of Andrew Stratton (Client Services Associate), Jeremy Day (Wealth Advisor), and Scott Toms (Partner, Wealth Advisor), we dissect the art of strategic savings and the underrated power of the war chest—your ultimate financial safeguard and opportunity reserve.
We'll critique the common investment-centric mindset and champion a fortified financial base as your starting line in the race toward financial freedom.
Key Takeaways:
Let's not just plan for wealth; let's build a foundation that can withstand the tests of time and opportunity. Join us for a session that promises to transform your approach to savings and wealth management.Hear Past episodes of the Way2Wealth Podcast!
https://theway2wealth.com
Learn more about our Host, Scott Ford, Managing Director, Partner & Wealth Advisor
https://www.carsonwealth.com/team-members/scott-ford/
Cetera Advisor Networks LLC exclusivly provides investment products and services through its representatives. Although Cetera deos not provide tax or legal advice, or supervise tax, accounting or legal services. Cetera representatives may offer these services through their independent outside business, This information is not intended as tax or legal advice.
Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC.
Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity.
Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. 19833 Leitersburg Pike, Suite 1 Hagerstown, MD 21742.
Opinions expressed by the presenter may not be representative of Cetera Advisors Networks LLC, or CWM, LLC. -
Unlock the secrets to securing your wealth and ensuring your financial future with our riveting discussion on asset protection and estate planning. Joined by the inimitable Jonathan 'Cub' Mullins (Wealth Advisor), the astute Alexis Bush (Wealth Advisor) from our Hagerstown, Maryland office, and the ever-insightful Bob Keebler (Partner, Keebler Associates), we dissect the critical strategies that go far beyond mere insurance. Uncover the pivotal importance of structuring your assets to ward off risks, learn about leveraging legal entities like LLCs, and delve into strategic debt usage - all to safeguard your hard-earned wealth from unforeseen threats.
Hear real-world stories that illustrate the costly pitfalls of common mistakes and the power of trust structures and corporate trustees. Our panel experts guide you through the maze, spotlighting the benefits of juridical tactfulness in asset protection, as exemplified by the advantageous laws of states like Wyoming and Nevada. Learn strategies specifically tailored to shield your business in a volatile economic climate. Discover how multiple LLCs, strategic inter-family lending, and comprehensive insurance policies lay the groundwork for robust asset protection.
Key Takeaways:Join us for this invaluable lesson in protecting both personal and business wealth, underscored by the critical roles of financial planners and lawyers, and leave with the confidence to navigate the complex landscape of asset protection.
Hear Past episodes of the Way2Wealth Podcast!
https://theway2wealth.com
Learn more about our Host, Scott Ford, Managing Director, Partner & Wealth Advisor
https://www.carsonwealth.com/team-members/scott-ford/
Cetera Advisor Networks LLC exclusivly provides investment products and services through its representatives. Although Cetera deos not provide tax or legal advice, or supervise tax, accounting or legal services. Cetera representatives may offer these services through their independent outside business, This information is not intended as tax or legal advice.
Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC.
Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity.
Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. 19833 Leitersburg Pike, Suite 1 Hagerstown, MD 21742.
Opinions expressed by the presenter may not be representative of Cetera Advisors Networks LLC, or CWM, LLC. -
Unlock the secret to a financial strategy that evolves with you, as we gather insights from a team of finance ninjas; Scott Toms (Partner, Wealth Advisor), Ashley Sowers (Partner, Wealth Advisor), Jake Stone (Partner, Wealth Advisor), and Sam Wilkerson (Partner, Wealth Advisor). Together, we debunk the myth of the lone financial advisor and showcase the unparalleled strength of a synergistic team. By tapping into the collective expertise of various professionals, we reveal how a robust dream team approach can lead to a more comprehensive understanding of your financial landscape. Just imagine the confidence you'll gain knowing that every angle of your wealth management is scrutinized by specialists who treat your financial goals as their own.
Learn why a financial quarterback could be the game-changer in aligning your wealth strategy with substanceHow proactive, silo-breaking communication can adapt to life's twists and turns. We're pulling back the curtain on strategies to vet potential team members, emphasizing the importance of ego-free collaboration for your benefit.
Key Takeaways:
It's a masterclass in assembling your dream financial team—once a privilege reserved for the ultra-wealthy, now within your grasp. Join us for a journey to financial wisdom where collaboration is king and your financial confidence is the ultimate prize.Hear Past episodes of the Way2Wealth Podcast!
https://theway2wealth.com
Learn more about our Host, Scott Ford, Managing Director, Partner & Wealth Advisor
https://www.carsonwealth.com/team-members/scott-ford/
Cetera Advisor Networks LLC exclusivly provides investment products and services through its representatives. Although Cetera deos not provide tax or legal advice, or supervise tax, accounting or legal services. Cetera representatives may offer these services through their independent outside business, This information is not intended as tax or legal advice.
Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC.
Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity.
Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. 19833 Leitersburg Pike, Suite 1 Hagerstown, MD 21742.
Opinions expressed by the presenter may not be representative of Cetera Advisors Networks LLC, or CWM, LLC. -
Uncover the secrets to safeguarding your assets and steering through the world of interest rates and credit in a riveting discussion that promises to arm you with the knowledge to fortify your financial future. Joined by Garret Gunderson and key members of the team, Alexis, Shane and Ashley. Whether you're a retiree navigating the complexities of a fixed-income portfolio or an investor seeking stability amidst economic uncertainties, our deep-dive with wealth advisors Alexis and Ashley will equip you with the strategies for intelligent asset allocation and capital preservation.
Challenging common conceptions about debt, equity, and the efficiency of interest rates. The paths to leveraging loans judiciously and prioritizing quality of life over stringent financial doctrines. The psychological underpinnings of fiscal decisions, reminding you that ultimately, you are your most valuable asset.The critical role of credit scores in shaping your financial well-being. Practical tips on rectifying credit report inaccuracies and the profound impact these scores have on insurance costs.The sophisticated use of cash value insurance in wealth-building — a move that could redefine your approach to financial freedom.
Expect to learn a ton from today's show, including:Tune in for a session brimming with actionable insights that could redefine the way you manage your wealth.
Hear Past episodes of the Way2Wealth Podcast!
https://theway2wealth.com
Learn more about our Host, Scott Ford, Managing Director, Partner & Wealth Advisor
https://www.carsonwealth.com/team-members/scott-ford/
Cetera Advisor Networks LLC exclusivly provides investment products and services through its representatives. Although Cetera deos not provide tax or legal advice, or supervise tax, accounting or legal services. Cetera representatives may offer these services through their independent outside business, This information is not intended as tax or legal advice.
Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC.
Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity.
Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. 19833 Leitersburg Pike, Suite 1 Hagerstown, MD 21742.
Opinions expressed by the presenter may not be representative of Cetera Advisors Networks LLC, or CWM, LLC. -
Are your assets destined for the right hands, and does your family understand the values guiding their inheritance? We’re here to make estate and legacy planning less daunting and more meaningful. With the help of Bonnie, Kristen, Cam and Rich, we navigate the intricacies of ensuring your legacy is preserved and cherished just as you envision. This episode is a heartfelt journey through the significance of passing down values and maintaining family unity.
The ongoing conversation about aligning those estate documents with the heartbeat of your familyThe necessity of communicating your vision and intentionsExploring how a family constitution could be vital in preventing discord and ensuring your wealth serves its intended purpose Strategies for keeping your loved ones informed, united, and prepared to carry on your legacy without the burden of ambiguity or conflictThe practical steps of keeping your plan current with life’s changes The importance of collaborative professionals in crafting a plan that’s as detailed as it is flexible.
Expect to pick up some tips on the following:
Discover the innovative concept of a family bank and how it can be integrated into your planning. This talk isn't just about preparing for the inevitable—it’s about crafting a legacy that speaks across generations, imprinting your values and vision on the future.Hear Past episodes of the Way2Wealth Podcast!
https://theway2wealth.com
Learn more about our Host, Scott Ford, Managing Director, Partner & Wealth Advisor
https://www.carsonwealth.com/team-members/scott-ford/
Cetera Advisor Networks LLC exclusivly provides investment products and services through its representatives. Although Cetera deos not provide tax or legal advice, or supervise tax, accounting or legal services. Cetera representatives may offer these services through their independent outside business, This information is not intended as tax or legal advice.
Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC.
Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity.
Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. 19833 Leitersburg Pike, Suite 1 Hagerstown, MD 21742.
Opinions expressed by the presenter may not be representative of Cetera Advisors Networks LLC, or CWM, LLC. -
Embark on a journey through the financial landscape of 2024 with the team —Jake, Sam, Daron, and Eric—as we share a wealth of strategies to keep your cash flow robust and your fiscal control ironclad. From Shohei Otani's smart contract deferment to the savvy structuring of your assets for maximum long-term gain, we've got insider tips that will transform the way you handle your wealth.
The psychological shifts that come with major financial transitions. The 'bucketing' method, providing a clear structure to classify your funds and ease your mindThe importance of clear communication with partners on financial goals and the power of yearly check-ups on your financial healthThe art of strategic charitable giving and tax planningHow setting up a donor-advised fund can amplify your generosity while easing your tax burdenThe potential benefits of leveraging Qualified Charitable Distributions to make an impactThe secrets to maintaining a consistent cash flow as you transition into retirement
This episode is your road map to a more prosperous future, no matter where you stand today. In today's chat, we discuss:
With this episode, you're not just listening to advice; you're gearing up with actionable steps toward financial freedom and control.Hear Past episodes of the Way2Wealth Podcast!
https://theway2wealth.com
Learn more about our Host, Scott Ford, Managing Director, Partner & Wealth Advisor
https://www.carsonwealth.com/team-members/scott-ford/
Cetera Advisor Networks LLC exclusivly provides investment products and services through its representatives. Although Cetera deos not provide tax or legal advice, or supervise tax, accounting or legal services. Cetera representatives may offer these services through their independent outside business, This information is not intended as tax or legal advice.
Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC.
Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity.
Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. 19833 Leitersburg Pike, Suite 1 Hagerstown, MD 21742.
Opinions expressed by the presenter may not be representative of Cetera Advisors Networks LLC, or CWM, LLC. -
Discover the transformative power of relationships and their essential role in achieving true happiness with renowned psychologist Dr. Keith Witt. In a riveting discussion, we share the wisdom Dr. Witt's "Loving Completely," unraveling how health, wealth, wisdom, and joy are inexorably linked to our capacity for gratitude, a well-defined purpose, and the cultivation of deep connections. Prepare to be enlightened by our exploration of the universe's interconnectivity, the complexity that has blossomed since the Big Bang, and the profound impact that coherent, nurturing relationships can have on our intimate bonds and overall fulfillment.
Dr. Witt guides us through the intricacies of the human psyche, discussing the pivotal role of purpose and the exploration of our shadow selves. Our conversation ventures into the six moral foundations that shape us, particularly highlighting how the pursuit of sanctity informs our moral compass and influences growth and healing within relationships. Join us as we examine the delicate balance of individual aspiration against our deeply ingrained need for communion, akin to bees working in harmony within a hive, and how this balance is a cornerstone for societal advancement and personal enlightenment.
Wrapping up with the wisdom that only years of dedicated practice can bring, Dr. Witt imparts the profound realization that understanding our interconnectedness is the antidote to feelings of isolation. Our deep dive into the dynamics of defensive states in relationships reveals how empathy and awareness can transform conflicts into opportunities for empathy and growth. As we conclude this episode, the conversation sets the stage for future dialogues on regenerative capitalism and meaningful living, leaving you with contemplative insights into the essence of wealth and the incomparable value of relationships in crafting a life of fulfillment and prosperity.
Learn more about our guest, Dr. Keith Witt
Dr. Keith Witt is a Licensed Psychologist, teacher, and author who has lived and worked in Santa Barbara since 1973. He has conducted over 70,000 therapy sessions and published nine books, including Loving Completely, Shadow Light, and Integral Mindfulness. His books Waking up and Sessions were two of the first books on Integrally informed psychotherapy. In presentations and classes around the U.S. and internationally, Keith has explored love, therapy, interpersonal relationships, and development, from multiple perspectives, weaving neuroscience, Integral theory, wisdom traditions, and numerous forms of psychotherapy into a coherent cosmology of love and healing. Keith and his wife Becky have been together since 1973 and theHear Past episodes of the Way2Wealth Podcast!
https://theway2wealth.com
Learn more about our Host, Scott Ford, Managing Director, Partner & Wealth Advisor
https://www.carsonwealth.com/team-members/scott-ford/
Cetera Advisor Networks LLC exclusivly provides investment products and services through its representatives. Although Cetera deos not provide tax or legal advice, or supervise tax, accounting or legal services. Cetera representatives may offer these services through their independent outside business, This information is not intended as tax or legal advice.
Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC.
Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity.
Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. 19833 Leitersburg Pike, Suite 1 Hagerstown, MD 21742.
Opinions expressed by the presenter may not be representative of Cetera Advisors Networks LLC, or CWM, LLC. -
Embark with us as my friend, permaculture savant Michael Judd, guides us through the enchanting transformation of a sprawling 145-acre property into a bastion of sustainability. Our discussion blossoms with insights on how nut trees are not merely an environmental boon but a conduit for financial prosperity. Michael, with his inexhaustible knowledge, illustrates how permaculture and edible landscaping intertwine to foster a living space that is as economically viable as it is green. His stories, steeped in the profound wisdom of indigenous communities, serve as a testament to the intimate relationship between our own vitality and the well-being of our planet.
As we traverse the symbiotic paths of eco-friendly living and personal wealth, the episode branches out into practical wisdom and the unexpected parallels with wealth management. I share my own revelation in planting over 500 nut trees, a journey that began with a passion for wildlife and morphed into an exploration of untapped economic potential. The conversation takes root in the rich soil of practical permaculture applications, like the creation of a Hugelkultur bed, while highlighting the importance of aligning investments with individual strengths and how an abundance mindset can cultivate both personal and ecological growth.
Closing the loop, Scott offers a crucial perspective, framing our discussion with a reminder that tailored advice is vital when navigating the financial landscape. This episode, while steeped in the lush foliage of permaculture, is firmly grounded in the understanding that every investment, including those in nut trees, carries inherent risks alongside their rewards. So, whether you have your hands in the earth or your eyes on your portfolio, join us for an episode that promises to seed your mind with ideas for a more sustainable and prosperous future.
Learn more about our guest, Michael Judd
Michael Judd has worked with agro-ecological and whole-system designs throughout the Americas for over two decades, focusing on applying permaculture and ecological design. His projects increase local food security and community health in both tropical and temperate growing regions. He is the founder of Ecologia Edible & Ecological Landscape Design, Project Bona Fide, an international nonprofit supporting agro-ecology research, and co-founder of SilvoCulture, a Maryland based nonprofit which is helping plant 1 million nut trees in the Mid-Atlantic region. He is also the author of ‘Edible Landscaping with a Permaculture Twist’, and ‘For the Love of PawPaws’. Michael’s work has been featured in The New York Times, The Guardian, The New Yorker, and BBC. Presenter fHear Past episodes of the Way2Wealth Podcast!
https://theway2wealth.com
Learn more about our Host, Scott Ford, Managing Director, Partner & Wealth Advisor
https://www.carsonwealth.com/team-members/scott-ford/
Cetera Advisor Networks LLC exclusivly provides investment products and services through its representatives. Although Cetera deos not provide tax or legal advice, or supervise tax, accounting or legal services. Cetera representatives may offer these services through their independent outside business, This information is not intended as tax or legal advice.
Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC.
Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity.
Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. 19833 Leitersburg Pike, Suite 1 Hagerstown, MD 21742.
Opinions expressed by the presenter may not be representative of Cetera Advisors Networks LLC, or CWM, LLC. -
We uncover the intersection of financial freedom and physical wellness on our latest Way2Wealth episode, and it's nothing short of an enlightening adventure, featuring the inspiring story of John Doolittle, a tenacious former Navy SEAL. John's shift from an aspirational jet pilot to a formidable warrior epitomizes resilience, and his post-service life reveals the wonders of Katsu, a groundbreaking fitness technology that has reshaped his approach to rehabilitation and wellness.
We delve into the world of fitness and discover the remarkable benefits of incorporating Katsu into our daily lives. We also dive into the intricacies of wealth management, where the importance of tailored financial advice takes center stage, and we learn that health truly is wealth
Topics we cover today are:
This episode is all about imparting knowledge and providing you with the tools and perspectives to lead a more empowered and balanced life. Join us for an episode replete with personal experience, expert insights, and actionable advice that will steer you toward a future of well-rounded prosperity.
Learn more about our guest, John Dolittle:
John, originally from Walnut Creek, California, served in the Navy for 25 years, primarily in the SEAL Teams. He earned a Bachelor of Science from the United States Air Force Academy in 1992 and a Master of Science from the Naval Postgraduate School in 2005. After retiring, he joined KAATSU Global, specializing in performance and recovery through a portable blood flow improvement device. John's diverse Navy career included hard-hat salvage diving, SEAL training, and leadership roles in various SEAL Teams. Notably, he led programs at U.S. Special Operations Command focused on preserving and enhancing the well-being of military personnel. During his Master's studies, he completed a solo swim across the English Channel to raise funds for the Navy SEAL Foundation. John and his wife, Katie, have three children. Now, he brings his leadership experience to KAATSU Global.
https://kaatsu.com/
https://kaatsuresources.com/
https://johndoolittle.com/Hear Past episodes of the Way2Wealth Podcast!
https://theway2wealth.com
Learn more about our Host, Scott Ford, Managing Director, Partner & Wealth Advisor
https://www.carsonwealth.com/team-members/scott-ford/
Cetera Advisor Networks LLC exclusivly provides investment products and services through its representatives. Although Cetera deos not provide tax or legal advice, or supervise tax, accounting or legal services. Cetera representatives may offer these services through their independent outside business, This information is not intended as tax or legal advice.
Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC.
Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity.
Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. 19833 Leitersburg Pike, Suite 1 Hagerstown, MD 21742.
Opinions expressed by the presenter may not be representative of Cetera Advisors Networks LLC, or CWM, LLC. -
Get ready to navigate the often-overlooked waters of exit planning with the expertise of Bonnie Bailey, a seasoned Certified Exit Planning Advisor who makes her return to The Way2Wealth podcast. She brings a treasure trove of wisdom to the table, emphasizing the significance of having an exit strategy that is as robust as your business plan. This episode promises to equip you with the perspective and tools needed to ensure that when you're ready to step away from your business, you do it on your own terms, with financial freedom and the ability to pursue personal and philanthropic passions in your sights.
We also take a heartfelt look at the emotional rollercoaster entrepreneurs face when detaching their identity from their business. It's a candid exploration of the 'freedom from' versus 'freedom to' motivations that drive business owners, urging a deeper understanding that goes beyond profit margins. Additionally, we shed light on the strategic advantages of regular business valuations, not only as a measure of your company's financial health but also as a way to stay aligned with your life's goals. With Bonnie's insights, this episode is as much about strengthening the foundation of your business as it is about fortifying your journey toward growth and fulfillment.
Learn more about Bonnie here.Hear Past episodes of the Way2Wealth Podcast!
https://theway2wealth.com
Learn more about our Host, Scott Ford, Managing Director, Partner & Wealth Advisor
https://www.carsonwealth.com/team-members/scott-ford/
Cetera Advisor Networks LLC exclusivly provides investment products and services through its representatives. Although Cetera deos not provide tax or legal advice, or supervise tax, accounting or legal services. Cetera representatives may offer these services through their independent outside business, This information is not intended as tax or legal advice.
Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC.
Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity.
Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. 19833 Leitersburg Pike, Suite 1 Hagerstown, MD 21742.
Opinions expressed by the presenter may not be representative of Cetera Advisors Networks LLC, or CWM, LLC. -
This week, we chat with Travis Steffens, a man whose life reads like an adventure novel. In our chat, we uncovered the fascinating synergy between breathwork and capitalism that's reshaping our understanding of wealth. From the rugged terrains of a Colorado ranch to the zenith of real estate success, Travis's journey through the creation of the Breath Source app illuminates the path to financial clarity and simplicity.
The relationship between health and wealthRevolutionary ways we can approach societal challenges like homelessness, with a twist on how environment and psychology intertwine to affect change at a cellular level. The relationship between inspiring a sense of significance and belonging and societal transformation.
In the conversation, we dive into three main subjects:
Be prepared to have your thoughts provoked and your vision for a wealthier life—inside and out—expanded far beyond the bank account.
More about our guest, Travis Steffens:
Travis Steffens' journey began on a Colorado ranch, shaping his commitment to healing. His path led through real estate and a deep connection with the forgotten. Transforming lives in slum-lord areas, he hired and rehabilitated the homeless, inspired by teachings from Dr. Joe Dispenza and Dr. Bruce Lipton.Breathwork emerged as a powerful tool. Teaching it to his team during renovations, Travis saw its impact and created The Breath Source app. Within three years, it became the first Breathwork Marketplace app, uniting 20,000 users globally with 56 leading Breath Masters.
Now, The Breath Source isn't just an app; it's a community revolution, offering exclusive content and a new approach to health and wellness. Travis's journey stands as a testament to compassion, innovation, and the transformative power of the human breath, inspiring a Conscious Capitalist difference at the cellular level and beyond.
Learn more about Travis and the Breath Source App here.Hear Past episodes of the Way2Wealth Podcast!
https://theway2wealth.com
Learn more about our Host, Scott Ford, Managing Director, Partner & Wealth Advisor
https://www.carsonwealth.com/team-members/scott-ford/
Cetera Advisor Networks LLC exclusivly provides investment products and services through its representatives. Although Cetera deos not provide tax or legal advice, or supervise tax, accounting or legal services. Cetera representatives may offer these services through their independent outside business, This information is not intended as tax or legal advice.
Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC.
Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity.
Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. 19833 Leitersburg Pike, Suite 1 Hagerstown, MD 21742.
Opinions expressed by the presenter may not be representative of Cetera Advisors Networks LLC, or CWM, LLC. -
Unlock the secrets to a life that thrives in both wealth and wellness as we sit down with Jared Yellin, the visionary entrepreneur behind Project 10K, who shares his journey toward entrepreneurial freedom. When Jared was just 20, a defining moment catapulted him toward the creation of a life where business success, personal health, and strong relationships are not mutually exclusive but a unified goal. His story, woven throughout our conversation, offers an inspiring blueprint for those aiming to achieve success without sacrificing the non-negotiable values that make us who we are.
The concept of opportunity cost; examining how strategic time management in our professional and personal lives can lead to profound growthJared's Life Audit process; a method for evaluating how our actions contribute to our goalsHow data-driven decision-making can propel a business forward
Today, we discuss all this plus:
In the world of software development, we explore the impact of capital investment and the rise of capital-efficient firms that challenge traditional investment models. Join us as we uncover how to let data lead the way in business, making emotionless, KPI-driven choices that optimize time, our most precious asset, and how this approach can bring your entrepreneurial aspirations to fruition.
To learn more about our guest, Jared Yellin, Founder and CEO of Project 10K, please head to www.project10k.comHear Past episodes of the Way2Wealth Podcast!
https://theway2wealth.com
Learn more about our Host, Scott Ford, Managing Director, Partner & Wealth Advisor
https://www.carsonwealth.com/team-members/scott-ford/
Cetera Advisor Networks LLC exclusivly provides investment products and services through its representatives. Although Cetera deos not provide tax or legal advice, or supervise tax, accounting or legal services. Cetera representatives may offer these services through their independent outside business, This information is not intended as tax or legal advice.
Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC.
Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity.
Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. 19833 Leitersburg Pike, Suite 1 Hagerstown, MD 21742.
Opinions expressed by the presenter may not be representative of Cetera Advisors Networks LLC, or CWM, LLC. -
Are you looking for ways to increase your cash flow without making major lifestyle changes? You're in the right place! Joined by Tim Yurek, a financial specialist with a unique approach to money management, we uncover the secrets of amplifying cash flow. Tim shares his inspirational journey and offers invaluable advice on how you can control your finances to achieve financial independence.
We dismantle the widely held belief that paying off a mortgage early is the holy grail of financial planning; We stress the importance of acknowledging your needs and employing cash flow to meet them, rather than elevating your lifestyle. We depict how conventional financial advice can sometimes hinder cash flow. We discuss the two sides of the concept of infinite banking
In today's show:To learn more about our guest Tim Yurek and Tier 1 Capital, please head to https://tier1capital.com/gift/
Youtube
Linkedin
Instagram
FacebookHear Past episodes of the Way2Wealth Podcast!
https://theway2wealth.com
Learn more about our Host, Scott Ford, Managing Director, Partner & Wealth Advisor
https://www.carsonwealth.com/team-members/scott-ford/
Cetera Advisor Networks LLC exclusivly provides investment products and services through its representatives. Although Cetera deos not provide tax or legal advice, or supervise tax, accounting or legal services. Cetera representatives may offer these services through their independent outside business, This information is not intended as tax or legal advice.
Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC.
Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity.
Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. 19833 Leitersburg Pike, Suite 1 Hagerstown, MD 21742.
Opinions expressed by the presenter may not be representative of Cetera Advisors Networks LLC, or CWM, LLC. -
Master the art of navigating through the complex world of divorce financial planning in our exclusive conversation with Certified Divorce Financial Analyst (CDFA), Sam Wilkerson. Promising a wealth of knowledge, Sam shares his journey from an analyst to a relationship-focused advisor, shedding light on the value advisors bring to their clients. With a focus on the crucial role of financial planning, we explore the distinctions between fee-based fiduciary services and commission-based product sales, offering insights to help listeners make informed decisions about their financial future.
The nuances of budget creation, asset protection, and handling complicated financial instruments during a divorce. The importance of understanding the emotional and financial needs of clients during such a critical time as divorce The significant role a CDFA can play in mediating this process.
In today's episode we discuss:
Tune in to discover invaluable resources that can make the journey through divorce a little smoother and a lot less daunting.
Learn more about our guest, Sam Wilkerson here
LinkedinHear Past episodes of the Way2Wealth Podcast!
https://theway2wealth.com
Learn more about our Host, Scott Ford, Managing Director, Partner & Wealth Advisor
https://www.carsonwealth.com/team-members/scott-ford/
Cetera Advisor Networks LLC exclusivly provides investment products and services through its representatives. Although Cetera deos not provide tax or legal advice, or supervise tax, accounting or legal services. Cetera representatives may offer these services through their independent outside business, This information is not intended as tax or legal advice.
Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC.
Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity.
Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. 19833 Leitersburg Pike, Suite 1 Hagerstown, MD 21742.
Opinions expressed by the presenter may not be representative of Cetera Advisors Networks LLC, or CWM, LLC. -
Do you yearn to know the secret of maintaining vitality and energy even at the age of 70? Well, we've got Steve Maxwell, a renowned mentor and coach in physical wellness, who spills the beans on how prioritizing health over business success can serve as a catalyst for wealth, wisdom, and happiness. Indeed, without health, all other ambitions become secondary. Get ready to uncover the importance of investing time and energy into your personal wellbeing and how it lays the foundation for all facets of life.
Steve shares his relationship with money, how his upbringing and early experiences have shaped it, and how a simple lifestyle and faith serve as his source of abundance. We hear why Steve champions the significance of weight training, high-intensity interval training, and cold exposure for preserving muscle mass and overall health. How exerciuse can be affordableThe real value of treating others well. It's fascinating how our relationships often mirror our own behavior and attitudes.
In today's show:
Learn more about Steve
maxwellsc.com
Instagram
X (The Platform Formerly Known as Twitter)
FacebookHear Past episodes of the Way2Wealth Podcast!
https://theway2wealth.com
Learn more about our Host, Scott Ford, Managing Director, Partner & Wealth Advisor
https://www.carsonwealth.com/team-members/scott-ford/
Cetera Advisor Networks LLC exclusivly provides investment products and services through its representatives. Although Cetera deos not provide tax or legal advice, or supervise tax, accounting or legal services. Cetera representatives may offer these services through their independent outside business, This information is not intended as tax or legal advice.
Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC.
Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity.
Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. 19833 Leitersburg Pike, Suite 1 Hagerstown, MD 21742.
Opinions expressed by the presenter may not be representative of Cetera Advisors Networks LLC, or CWM, LLC. -
Ever wondered what it takes to understand the nitty-gritty of relationships? Join us as we unravel the secrets with none other than John Gray, the renowned author of "Men are from Mars, Women are from Venus".
Learn the complexities of romantic relationships. Listen in as we explore the intriguing aspects of gender differences, and the chemistry of happiness. Women, we talk about how gratitude can balance your hormones, and men, you'll discover how having a sense of purpose affects your testosterone levels. It's not just about personal relations; we also navigate through the financial aspect of our lives. John shares his entrepreneurial experience and valuable advice on investing in oneself.
In this episode:About Our Guest
John Gray is the author of the most well-known and trusted relationship book of all time, Men Are from Mars, Women Are from Venus. USA Today listed his book as one of the top 10 most influential books of the last quarter century.
His approach combines specific communication techniques with healthy, nutritional choices that create the brain and body chemistry for lasting health, happiness and romance. Dr. Gray has written over 20 books. His most recent book being Beyond Mars and Venus.
To learn more about his many books, blogs and free online workshops please head to MarsVenus.com
Disclosure
John Gray is not affiliated or registered with Cetera Advisor Networks LLC. Any information provided by John is in no way related to Cetera Advisor Networks LLC or its registered representatives.Hear Past episodes of the Way2Wealth Podcast!
https://theway2wealth.com
Learn more about our Host, Scott Ford, Managing Director, Partner & Wealth Advisor
https://www.carsonwealth.com/team-members/scott-ford/
Cetera Advisor Networks LLC exclusivly provides investment products and services through its representatives. Although Cetera deos not provide tax or legal advice, or supervise tax, accounting or legal services. Cetera representatives may offer these services through their independent outside business, This information is not intended as tax or legal advice.
Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC.
Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity.
Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. 19833 Leitersburg Pike, Suite 1 Hagerstown, MD 21742.
Opinions expressed by the presenter may not be representative of Cetera Advisors Networks LLC, or CWM, LLC. -
On today's show we welcome Garnet Morris, long-time colleague of Scott's and total innovator in the wealth sector. Garnet shares his journey with Scott, speaks specifically on the topic of Premium Insured Finance and highlights the work that he's been doing to help private business owners optimize their net worth.
Learn More About Our Guest
Garnet Morris
President, Grasslands Capital Corp.
Garnet began his career in banking and private business but created his own corporate niche with Targeted Strategies Limited (TTSG). Garnet later sold TTSG to its’ executives and founded Grasslands Capital Corp. to further pursue business in insurance financing. An innovator with a personal penchant for taking on high-potential challenges, Garnet has an instinctive ability to recognize opportunities - even those others might consider underdeveloped or unconfirmed. His forward-thinking ideas, innovative methods, and wealth of knowledge assists private business owners optimize their net worth.
You can find Garnet on Linkedin
Garnet Morris is not affiliated or registered with Cetera Advisor Networks LLC.any information provided by Garnet Morris is in no way related with Cetera Advisor Networks LLC or its registered representatives.Hear Past episodes of the Way2Wealth Podcast!
https://theway2wealth.com
Learn more about our Host, Scott Ford, Managing Director, Partner & Wealth Advisor
https://www.carsonwealth.com/team-members/scott-ford/
Cetera Advisor Networks LLC exclusivly provides investment products and services through its representatives. Although Cetera deos not provide tax or legal advice, or supervise tax, accounting or legal services. Cetera representatives may offer these services through their independent outside business, This information is not intended as tax or legal advice.
Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC.
Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity.
Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. 19833 Leitersburg Pike, Suite 1 Hagerstown, MD 21742.
Opinions expressed by the presenter may not be representative of Cetera Advisors Networks LLC, or CWM, LLC. - Mostra di più
