Category: Financial Planning

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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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    Living in the Now with Bonnie Bailey, CFPⓇ

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    Living in the Now with Bonnie Bailey, CFPⓇ

    Doing our best to stay in the moment and live in the now is a significant part of feeling content financially and otherwise. On today’s episode, Bonnie Bailey and host Scott Ford will break down the moment necessity of living in the now within the Way2WealthⓇ process. In the healthy, wealthy, wise, and happy framework, wisdom comes from being present, having experiences, and being a lifelong learner. Both Bonnie and Scott try to embody this philosophy every day. Bonnie approaches this philosophy by focusing on what she brings to every experience – her best self. She uses these moments to...read the full article

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    When is Enough, Enough? With the CEO of Carson Wealth, Ron Carson

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    When is Enough, Enough? With the CEO of Carson Wealth, Ron Carson

    A large part of the Way2WealthⓇ process is finding joy in the now, being able to understand your finances and fully live because of that knowledge. On today’s episode, Ron Carson, the CEO and founder of Carson Group joins us to discuss the concept of having enough. Typically, people want their finances to be simple and they come to the Way2WealthⓇ to find that. What they really want in these cases is to know they have enough, to feel secure in their financial future and be wealthy, healthy, wise, and happy. Ron watched his family struggle with money from a...read the full article

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    Health, Happiness, and Wellness with Steve Maxwell

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    Health, Happiness, and Wellness with Steve Maxwell

    How often do you ignore your health to work harder or to make more money? On today’s episode, Steve Maxwell, wellness and physical fitness coach, joins us to break down the importance of our physical health on our Way2WealthⓇ journey. You can’t full enjoy the now, without your health. We talk about health, wealth, and wisdom a lot. We’ve seen millionaires who aren’t happy and in contrast, people with a lot less that are content with where they are in life. Those with simple needs, will always have enough. So often, Steve’s sees people driving themselves to make money without...read the full article

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    Have Your Plan Updated Annually with Jonathan Mullins CFP® Wealth Advisor

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    Have Your Plan Updated Annually with Jonathan Mullins CFP® Wealth Advisor

    On today’s episode, we are excited to be joined by Jonathan Mullins CFP® Wealth Advisor once again. We’ll be discussing the ‘H’ in the Way2Wealth®, Have Your Plan Updated Annually. Why is it so important to keep your plan updated? Families and goals change. Making adjustments and changes is part of the journey. Laws are constantly changing and families are always growing. For individuals, this means important documents within your estate and legacy plan need to be constantly updated. Perhaps you didn’t plan for travel in retirement but with new grandkids, those retirement plans are changing. We want to address...read the full article

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