Category: Financial Planning

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    Applying Natural Law to Business with Ari Weinzweig

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    Applying Natural Law to Business with Ari Weinzweig

    No matter what you do in life, connecting with nature always proves to be a benefit and business is no different. We’ve explored this philosophy on the show as we work towards finding true wealth, and today’s guest will help us take that conversation even further. Ari Weinzweig is the co-founder of Zingerman’s and we were introduced to him years ago. We immediately connected with his message, so much so that we invited him to Baltimore to talk to a couple dozen financial advisors. Now we’ve circled back to share this wisdom once again because he’s a deep-thinker that follows...read the full article

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    Fiscal Challenges Our Country Faces and the Impact on Americans with David Walker

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    Fiscal Challenges Our Country Faces and the Impact on Americans with David Walker

      No one could have predicted the litany of issues we’d be facing as a nation in the year 2022, but the fiscal challenges didn’t just begin this year. The policies we’ve seen from the government have led to loads of spending and debt, and it’s put our country in a delicate position. That’s why we invited David Walker, a former United States Comptroller General and former professor at the US Naval Academy, onto the show to discuss the key issues we’re all facing right now. He recently finished up another book called America in 2040: Still a Superpower? A...read the full article

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    Combatting Inflation with Jake Stone

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    Combatting Inflation with Jake Stone

    Investors haven’t faced inflation rates like this in quite some time and it creates new challenges for planning. Many investors are wondering what they can do to offset the effects of inflation and keep from losing buying power while rates continue at these levels. That’s why we brought back Jake Stone, MBA, RFC® to spend some time talking about the challenges of inflation and what strategies can be utilized in an environment like we’ve been dealing with for a year or more. The Way2Wealth® system accounts for inflation with every plan we create so we want to explore some of...read the full article

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    Growing Your Business Through Video with Ken Walls

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    Growing Your Business Through Video with Ken Walls

    Marketing in today’s internet age can come in many different forms, but one of those that seems to have risen to the top right now is video. So many business owners and entrepreneurs are using video to tell their story, educate, and bring awareness to their company. Today’s guest, Ken Walls, has built a business helping people leverage video to livestream and connect on social media. He’s a best-selling author and creator of the Grow Live Academy, and he’s someone that we think you’ll get a lot from on the show today. The idea for his academy began when he...read the full article

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    The Idea of Regenerative Wealth with Bryan Doreian

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    The Idea of Regenerative Wealth with Bryan Doreian

    The more and more we rely on technology and use virtual platforms to communicate, the easier it is to detach from nature. But no matter how great technology becomes, our roots still lie in nature and there are many lessons for us to learn from our surroundings. This is true for our finances as well and an idea we wanted to explore a bit more. That’s why we’ve invited Bryan Doreian, the Chief Development Magus at SDG Impact Fund, onto the podcast to discuss regenerative wealth and what it could mean for investing and managing our money. We have been...read the full article

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    Different Types of Financial Advice with Bonnie Bailey

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    Different Types of Financial Advice with Bonnie Bailey

    Establishing a relationship with a financial professional is one of the most important things an investor can do but how do you know what type of financial advice fits your needs? We have the perfect guest to help us understand the different services and costs that you’ll find in the industry.  Bonnie Bailey, VP of Business Development and Wealth Advisor at Carson Wealth, joins the show one again to break down the different types of firms and how they advise clients, as well as with the different fee structures. The financial industry can seem complicated on the outside but this...read the full article

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    Following a Process and Avoiding Emotional Decisions with Jake Stone

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    Following a Process and Avoiding Emotional Decisions with Jake Stone

      We are welcoming back Jake Stone on today’s episode to help us break down the current economic trends and how it’s impacting investors. The current market volatility might be making you nervous, but having a process is essential to withstand these market dips. Our dollar today isn’t going to be the same valued dollar in ten or twenty years. There are a lot of “big scary things” out there but being comfortable with your plan is essential. Withstanding a bear market or a recession means your savings bucket is more important than ever. Having a financial advisor is like...read the full article

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    Having Patience and Thinking Long-Term with Jonathan Mullins

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    Having Patience and Thinking Long-Term with Jonathan Mullins

    As we all know we’ve been experiencing an unprecedented bull market since 2009. So, the volatility we are feeling now is making investors nervous. To break down this topic we are welcoming back a former guest, Jonathan Mullins. When you don’t know what the future is going to hold it’s easy to fall into a recency bias. While it can be an uncertain time, we know that consumers are consistent and the market will eventually recover. On today’s episode, we’re going to put the market in perspective and discuss some strategies you can use to help protect your financial freedom....read the full article

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    Navigating Investments and Volatility with Burt White

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    Navigating Investments and Volatility with Burt White

    Welcome back to the Way2WealthⓇ where we are all about making money simple, so you can fully live now. On today’s episode we welcome on Burt White, the Managing Partner and Chief Strategy Officer at Carson Wealth. Growing up in Virginia, Burt always had a knack for mathematics and found himself in financial services, where he has dedicated his life. Investments are a big part of wealth but it’s not the only part and Burt values this. As many of us have noticed, volatility is back in the market. Burt views volatility as a fine or a fee. Often times...read the full article

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    Finding Financial Freedom with Jamie Hopkins

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    Finding Financial Freedom with Jamie Hopkins

    On today’s episode, Jamie Hopkins, joins us to explore financial freedom. He’s been a professor for over eleven years and has various educational degrees in the financial field. After the passing of his father, Jamie saw his mother struggle financially and how she was unable to retire. Three years ago, he joined Carson group to help people like her reach their retirement goals. Does financial freedom mean freedom to something or freedom from something? For Jamie, financial freedom has always meant freedom from things, like debt. Recently he started viewing his goals in a different light, by setting aspirations in...read the full article

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