Category: Financial Planning
Blog
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
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Ⓡ
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
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
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
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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Tax Funnels with John Saunders, Senior Wealth Advisor
On today’s episode, John Saunders, a Senior Wealth Advisor, joins us to discuss tax diversification. A variety of experiences in life taught him the value of tax preparation and planning. Most people may not realize it but taxes are usually their biggest expense. So how do you make sure you are tax-efficient? Over the years, the tax code has been revised thousands of times. How you pull money out of certain accounts, where you can put money, etc. Everything has a rule to it. If you don’t follow these rules there can be hefty penalties. That’s why we’re on a...read the full article
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Living with Inflation – The Growth Bucket with Jonathan Mullins, Wealth Advisor
On today’s episode, we are excited to be joined by Jonathan Mullins, Wealth Advisor to discuss living with inflation. Growing up with a single mother, he was influenced to get into the financial industry as a way to help others. You’ve probably noticed the rise in inflation in the past few years. By having a growth bucket, you can better protect yourself from the risk of inflation. The growth bucket is all about the future. While your savings bucket and income bucket look at the more immediate. So how do you live with inflation? The best way is to have...read the full article
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The Income Bucket with Scott Toms
The second bucket in your financial plan is the income bucket. The “A” in W.E.A.L.T.H. stands for “all expenses covered by income.” On today’s episode, we sit down with our team member Scott Toms to discuss establishing your income plan and the options available to you. For decades, the financial industry has been unnecessarily complex. Carson Wealth and the Way 2 Wealth podcast is clarifying and simplifying the financial field, allowing clients to become educated and engaged in their financial plans. What do we define as income? It’s what keeps us comfortable through our working years. Those bi-weekly or weekly...read the full article
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Establish Your Savings – The Savings Bucket with Jake Stone, Wealth Advisor
Having a robust savings plan is one of your most important assets. Unfortunately, our high school and college systems lack strong educational programs about financial literacy, leaving many people confused. How does a mortgage work? What do I need to save for? How does credit work? That is why our team member, Jake Stone, has a passion for educating clients. Jake has been with Carson Wealth for years. He started at the client management level and has risen to the role of wealth advisor. On today’s show, we will be discussing the “E” in W.E.A.L.T.H. which stands for “Establishing our...read the full article
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