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...
The Way We Approach Money
We’re all guilty of looking ahead in life towards goals or destinations, but that often causes us to miss out on what’s happening today. That’s where ‘The Way’ in The Way2Wealth® comes in to what we do and how we help our clients. On this episode, we’ve invited Bonnie…
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What is The Way2Wealth®?
The Way2Wealth® is the journey we take to reach a peaceful relationship with money. Whether you are a financial advisor or a person saving for retirement, the way you view money will impact your life. When we talk about savings, retirement, and taxes it can often be a stressful situation. With The Way2Wealth® we focus on spreading simplified financial education, advice, and stories that will hopefully be important tools you can use on your journey.
About the Show
Our episodes will cover a wide range of financial topics. Our guests are those who are innovating the financial industry and changing how we think about money. They’ll share their stories to teach and inspire us on our Way2Wealth®.
Ep 75: Optimizing Your 2024 Financial Strategy: Smart Savings, Strategic Charitable Giving, and Retirement Planning Round Table
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Ep 74: The Essence of Fulfillment: Dr. Keith Witt on Wealth, Happiness, and the Power of Relationships
https://www.theway2wealth.com/wp-content/uploads/2024/03/E75-Keith-Witt.mp3 Discover the transformative power of relationships and their essential...
Show Themes to Look Forward to
Financial Freedom
The moment where money no longer is a destination we are trying to seek out, but a tool to live our best lives.
The Pieces for Success
Whether you are an advisor looking to grow your team or a client interested in diversifying your portfolio – we will discuss how to find those pieces you need for success.
Financial Wisdom
Grow your knowledge base. Truly understand what tax diversification, income planning, inflation, and more means for your future.
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Connect With Us
Additional information about CWM, LLC and our advisors is also available online at www.adviserinfo.sec.gov or https://brokercheck.finra.org/. You can view our firm’s information on this website by searching for CWM, LLC or by our CRD number 155344.