Welcome to the podcast. We’re excited to be rolling out the first of many episodes that we’ll use to help better prepare you for retirement by teaching you about the approach we take every day with our clients.
Before we get into the specifics of financial and retirement planning, we wanted to set a foundation for the podcast and what you can expect as we move forward. The best way to do that is by giving you some background on our host, Scott Ford, and what The Way2Wealth® idea is all about. As you’ll hear on this debut episode, the story starts back in middle school when Scott came home to his mom crying at the kitchen table. When he overheard it had to deal with financial struggles, he made it a goal to help people with their money and help ease their worries so they can enjoy life to the fullest. That’s what he does each day as Managing Director, Partner, and Wealth Advisor at Carson Wealth.
The bulk of the show will be spent defining our focus for the business and an explanation of what The Way2Wealth® actually means. Each piece of that name has a specific role in the financial planning process and Scott will provide all the details on the show. That includes a breakdown of the W.E.A.L.T.H acronym, which sums up the process well.
W – What is your foundation?
E – Establish Savings
A – All expenses covered by income
L – Living with inflation
T – Tax diversification
H – Have it updated annually
So there’s a lot to dive into on this first episode but we’ll go much, much deeper as we move forward on the podcast. Please make sure you follow us on whichever podcasting platform you prefer so you don’t miss a single topic.
0:29 – What is The Way2Wealth®?
2:25 – Memories about money
4:16 – Story behind the name
5:35 – The process we use
7:44 – W: What is your foundation?
11:05 – E: Establish Savings
12:04 – A: All expenses covered by income
12:38 – L: Living with Inflation
14:18 – T: Tax diversification
15:41 – H: Have it updated annually
16:19 – Where is all this headed?
20:14 – What to expect on the show
More Episodes: https://www.theway2wealth.com/
More About Scott Ford: https://www.carsonwealth.com/team-members/scott-ford/
Subscribe to our YouTube Channel: https://bit.ly/354Pd2M
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. Guests are not affiliated with Cetera Advisors Networks LLC, or CWM, LLC. Opinions expressed by the presenter may not be representative of Cetera Advisors Networks LLC, or CWM, LLC.