Health and Wealth Podcast with Carter & Tim

Carter Wilcoxson and Tim James
  • 5.0 (2)
  • SELF-IMPROVEMENT

🎤IT’S OFFICIAL!! Carter and Tim have launched their very own show to educate, empower, and enlighten you on ALL things Health and Wealth! 🚀 🎧Make sure to follow, share, and like for immediate access to this priceless information.

  1. Retirement Impact Blueprint Creator - Anson McDaniel

    11/14/2024

    Retirement Impact Blueprint Creator - Anson McDaniel

    In this Health and Wealth Podcast episode, hosts Carter Wilcoxson and Dr. Ben welcome Anson McDaniel, who shares his extensive journey in the financial services industry. Anson discusses the importance of mentorship, the influence of his family, and his commitment to helping others. The conversation delves into Anson's current work, including the Retirement Impact Blueprint, which focuses on tax mitigation strategies for high-net-worth individuals. Anson also highlights his philanthropic efforts to combat human trafficking and the importance of having a purpose beyond financial gain. In this episode, Carter discusses the importance of passing on values rather than just valuables, emphasizing the need for a solid moral foundation in wealth management. He highlights the heartbreaking issue of children without homes and the role of wealth in funding organizations that help them. The conversation shifts to the significance of health in wealth, particularly as individuals age, and the importance of understanding BMI and weight management. Carter shares insights on fasting as a powerful tool for health improvement and discusses the connection between spiritual health and overall well-being. The episode concludes with a reminder of the importance of passing down values to future generations. Story Notes: Anson McDaniel's Journey into Financial ServicesFamily and Personal InfluencesThe Importance of Helping OthersBuilding Professional ConnectionsThe Philosophy of Client-Centric ServiceAnson's Current Work and PurposeRetirement Impact Blueprint OverviewHuman Trafficking Awareness and PhilanthropyTax Mitigation Strategies for High Net-Worth IndividualsPassing on Values, Not Just Valuables Learn more about Anson McDaniel and his Retirement Impact Blueprint here: https://www.theretirementimpactblueprint.com/the-retirement-impact-blueprint-waitlist-page  WEALTH: Not getting enough clients? Book a FREE (https://www.epicservicescompany.com/meetings/cwilcoxson-epic-ceo) 15-minute Client Acquisition Consultation with CEO | Carter Wilcoxson to learn how. HEALTH: Low on energy or overweight? Go to https://chemicalfreebody.com/?sscid=a1k7_avqy2&products and grab GREEN 85 Juice Formula or book a FREE 30-minute Health Strategy Session with Tim or one of his coaches. #HealthAndWealth #FinancialWellness #RetirementPlanning #MentorshipMatters #Philanthropy #TaxStrategies #ValuesOverValuables #WealthManagement #HumanTraffickingAwareness #HealthyLiving #SpiritualHealth #BMIManagement #FastingForHealth #PurposeDrivenLife

    1h 5m
  2. The Role of Education in Financial Services with Geoffrey Wallace

    10/10/2024

    The Role of Education in Financial Services with Geoffrey Wallace

    In this episode of the Health and Wealth Podcast, host Carter Wilcoxson and co-host Dr. Ben engage with Geoffrey Wallace from Mutual of Omaha Mortgage. They explore Geoffrey's journey into financial services, the impact of personal experiences on career choices, and the importance of education in financial planning. The conversation also delves into the challenges faced in the mortgage industry, the role of reverse mortgages in retirement planning, and the intersection of health and wealth, particularly concerning end-of-life care. Additionally, they discuss the effects of technology on mental health and the benefits of staying active through sports like pickleball. Geoffrey Wallace's Journey into Financial ServicesThe Impact of Family Experiences on Career ChoicesConnecting Through Shared BackgroundsTransitioning to Mutual of Omaha MortgageThe Importance of Education in Financial ServicesNavigating Market Challenges and OpportunitiesThe Role of Reverse Mortgages in Financial PlanningHealth and Wealth: Addressing End-of-Life CareThe Effects of Technology on Mental HealthStaying Active: The Benefits of Pickleball Learn more about Geoffrey Wallace here: https://www.linkedin.com/in/wallacegeoffrey/   WEALTH: Not getting enough clients? Book a FREE (https://www.epicservicescompany.com/meetings/cwilcoxson-epic-ceo ) 15-minute Client Acquisition Consultation with CEO | Carter Wilcoxson to learn how. HEALTH: Low on energy or overweight? Go to https://chemicalfreebody.com/?sscid=a1k7_avqy2&products and grab GREEN 85 Juice Formula or book a FREE 30-minute Health Strategy Session with Tim or one of his coaches. #HealthAndWealth #ChiropracticCare #HolisticHealth #NaturalHealing #WellnessJourney #DrBenShamoiel #ChiropractorLife #HealthAndWellness #FamilyWellness #RootCauseHealing #HolisticApproach #NaturopathicLivin

    1h 4m
  3. Meet Dr. Ben: Our New Interim Co-Host

    09/11/2024

    Meet Dr. Ben: Our New Interim Co-Host

    In this conversation, Carter Wilcoxson introduces Dr. Ben Shamoiel as the interim co-host of the Health and Wealth Podcast. Dr. Ben is a board-certified chiropractor with over 26 years of experience. He shares his journey of becoming a chiropractor and his passion for restoring health and wellness naturally. They discuss the importance of addressing the root cause of health issues and creating a holistic environment for healing. Dr. Ben also talks about his personal life, including his wife and two children, who have been raised with a natural and chiropractic mindset. Story Notes: Introducing Dr. Ben as the Interim Co-hostDr. Ben's Background and Journey to Becoming a ChiropractorRestoring Health and Wellness NaturallyThe Importance of a Holistic EnvironmentAddressing the Root Cause of Health IssuesThe Role of Genetics in HealthCreating a Naturopathic Approach to HealthThe Impact of Family on Health and Well-beingDr. Ben's Personal Life and Relocation Learn more about Dr. Ben Shamoiel here: https://www.thelachiropractor.com/   WEALTH: Not getting enough clients? Book a FREE (https://www.epicservicescompany.com/meetings/cwilcoxson-epic-ceo ) 15-minute Client Acquisition Consultation with CEO | Carter Wilcoxson to learn how. HEALTH: Low on energy or overweight? Go to https://chemicalfreebody.com/?sscid=a1k7_avqy2&products and grab GREEN 85 Juice Formula or book a FREE 30-minute Health Strategy Session with Tim or one of his coaches. #HealthAndWealth #ChiropracticCare #HolisticHealth #NaturalHealing #WellnessJourney #DrBenShamoiel #ChiropractorLife #HealthAndWellness #FamilyWellness #RootCauseHealing #HolisticApproach #NaturopathicLiving

    31 min
  4. Navigating Financial Advisory in a Changing World with Andrew Nemes

    08/30/2024

    Navigating Financial Advisory in a Changing World with Andrew Nemes

    Andrew Nemes, a financial advisor in Novi, Michigan, shares his unique background and how he got into financial advisory services. He comes from a family of CPAs, with his father also being a financial advisor. Andrew emphasizes the importance of learning about business operations and laws before entering the financial world. He discusses the challenges faced during the COVID-19 pandemic, including market drops and transitioning to virtual meetings. Andrew's clientele consists of physicians, entrepreneurs, and auto executives, focusing on building solid relationships with his clients. Story Notes: Growing Up in a Competitive HouseholdTransitioning into Financial Advisory ServicesClientele and SpecialtiesChallenges Faced During COVID-19Building Relationships with ClientsAdapting to Industry Trends and Opportunities for Financial AdvisorsThe Importance of Building Relationships in Financial AdvisoryHome Workouts and the Benefits of Yoga and AcupressureThe Power of Sprouts and Chemical-Free FoodsThe Health Benefits of Infrared Saunas and Nano Silver Products Learn more about Andrew Nemes here: https://www.linkedin.com/in/andrew-nemes-cpa-cima%C2%AE-2659a8b2/  WEALTH: Not getting enough clients? Book a FREE (https://www.epicservicescompany.com/meetings/cwilcoxson-epic-ceo ) 15-minute Client Acquisition Consultation with CEO | Carter Wilcoxson to learn how. HEALTH: Low on energy or overweight? Go to https://chemicalfreebody.com/?sscid=a1k7_avqy2&products and grab GREEN 85 Juice Formula or book a FREE 30-minute Health Strategy Session with Tim or one of his coaches. #FinancialAdvisory #WealthManagement #ClientRelationships #FinancialAdvisor #Entrepreneurship #COVIDChallenges #BusinessStrategy #HealthAndWellness #HomeWorkouts #ChemicalFreeLiving #InfraredSauna

    51 min
  5. The Benefits of Tax-Free Municipal Bonds with Chris Murray

    08/23/2024

    The Benefits of Tax-Free Municipal Bonds with Chris Murray

    In this conversation, hosts Tim and Carter welcome guest Chris Murray. They discuss various topics including golf, personal experiences, and the financial services industry. Chris Murray, shares his journey from being a stay-at-home dad to becoming a financial advisor. He emphasizes the importance of building trust and relationships with clients and educating them about their investments. The conversation also touches on the demographics of Chris's clientele and the benefits of tax-free municipal bonds. Chris Murray discusses the challenges and opportunities presented by COVID-19 in his financial advising business. He explains that while some clients moved out of state, he was still able to work with them remotely using tools like Zoom and Microsoft Teams.  Murray emphasizes the importance of making an impact and leaving a legacy in his work, and he values working with clients who appreciate his approach. He also discusses the concept of success and how it is not solely measured by assets under management, but also by the number of clients who refer to him. The conversation then shifts to the topic of stress and its detrimental effects on financial advisors. Murray highlights the importance of managing stress and shares strategies such as meditation, breathwork, and exercise. The discussion concludes with a conversation about maintaining balance and coordination as one gets older, with suggestions for incorporating yoga, balancing exercises, and plyometrics into a fitness routine. Story Notes: Influencers Event and Retreat ExperiencesTransitioning to the Financial Services BusinessTransitioning to the Financial Services IndustryThe Importance of Authenticity and ConnectionMoving to Colorado and Back to CaliforniaPlaying Golf and Building ConnectionsChris's Financial Practice and ClienteleTransition to the Second Part of the ConversationIntroduction to the Second Part of the ConversationBuilding Trust and Relationships in the Financial Services IndustryManaging Expectations and Providing a Safe PlaceThe Importance of Educating Clients about InvestmentsWorking with Clients of Various Demographics Learn more about Chris Murray here: linkedin.com/in/chris-murraymur WEALTH: Not getting enough clients? Book a FREE (https://www.epicservicescompany.com/meetings/cwilcoxson-epic-ceo ) 15 minute Client Acquisition Consultation with CEO | Carter Wilcoxson to learn how. HEALTH: Low on energy or overweight? Go to https://chemicalfreebody.com/?sscid=a1k7_avqy2&products and grab GREEN 85 Juice Formula or book a FREE 30 minute Health Strategy Session with Tim or one of his coaches #TaxFreeBonds #MunicipalBonds #FinancialAdvisor #InvestmentStrategies #ClientTrust #FinancialPlanning #WealthManagement #StressManagement #HealthyLiving #ClientRelationships #LegacyBuilding #FinancialServices

    51 min
  6. Resolving Tax Disputes and Saving Money through Tax Planning with Blake Pinyan

    08/15/2024

    Resolving Tax Disputes and Saving Money through Tax Planning with Blake Pinyan

    In this conversation, Blake Pinyan, a financial planner at Anchor Bay Capital, shares his journey into the financial services industry and his passion for helping clients. He discusses his focus on young professionals and pre-retirees, offering comprehensive financial planning, customized investment management, tax preparation, and estate planning services. Blake also highlights his Enrolled Agent (EA) designation, which allows him to represent clients before the IRS and provide tax advice. He shares examples of how he has helped clients resolve tax disputes and save money through tax planning strategies. Overall, Blake's personal experiences and expertise shape his commitment to helping clients achieve financial success. Story Notes: The Importance of Health and Self-CareHelping Young Professionals and Pre-Retirees with Financial PlanningBlake Pinyon's Journey into the Financial Services IndustryOvercoming Personal Challenges and Using Them as MotivationSan Diego State University and Sports AchievementsBlake Pinyon's Role at Anchor Bay CapitalThe Benefits of an Enrolled Agent (EA) Designation for Tax ServicesResolving Tax Disputes and Saving Money through Tax PlanningExpertise in Equity Compensation Learn more about Blake Pinyan here: https://www.linkedin.com/in/blakepinyan/ WEALTH: Not getting enough clients? Book a FREE (https://www.epicservicescompany.com/meetings/cwilcoxson-epic-ceo ) 15 minute Client Acquisition Consultation with CEO | Carter Wilcoxson to learn how. HEALTH: Low on energy or overweight? Go to https://chemicalfreebody.com/?sscid=a1k7_avqy2&products and grab GREEN 85 Juice Formula or book a FREE 30 minute Health Strategy Session with Tim or one of his coaches #TaxPlanning #FinancialSuccess #TaxDisputes #EnrolledAgent #FinancialAdvisor #YoungProfessionals #PreRetirees #WealthManagement #InvestmentStrategies #EstatePlanning #FinancialPlanning #BlakePinyan #AnchorBayCapital #FinancialServices #MoneySavingTips #TaxAdvice

    56 min
  7. The Importance of Food Quality and Buying Local with Kyle Ryan

    08/08/2024

    The Importance of Food Quality and Buying Local with Kyle Ryan

    In this episode of Health and Wealth Podcast, financial advisor Kyle Ryan discusses his journey into the industry and his passion for helping people with their finances. He shares how his parents' influence and his own experiences shaped his interest in financial planning. Kyle also talks about his podcast, Fresh Finance, and how it helps establish credibility and educate listeners. He emphasizes the importance of finding the right fit with clients and the challenges of client acquisition. Overall, Kyle's focus is on providing education and building trust with his clients.  In this conversation, Kyle Ryan discusses various topics related to health and wellness. He talks about the importance of paying attention to the quality of food we consume and highlights the presence of harmful substances in many grocery store products. Kyle emphasizes the need to buy local, organic, and minimally processed food to ensure optimal health. He also delves into the topic of COVID-19, questioning the nature of the virus and suggesting that it may be a synthetic snake venom that has been introduced into the water supply. Kyle shares insights on the role of nicotine in combating long-haul COVID symptoms. Story Notes: Early Influences and Mentality Towards MoneyFocus on Retirement Planning and Fresh Finance PodcastChallenges and Lessons in Client MeetingsClient Acquisition and Outward MarketingReciprocation and Fit AgendaThe Importance of Food Quality and Buying LocalIs COVID-19 a Synthetic Snake Venom?The Role of Nicotine in Combating Long-Haul COVID Symptoms Learn more about Kyle Ryan here: https://www.linkedin.com/in/kyle-ryan-cfp/  WEALTH: Not getting enough clients? Book a FREE (https://www.epicservicescompany.com/meetings/cwilcoxson-epic-ceo ) 15 minute Client Acquisition Consultation with CEO | Carter Wilcoxson to learn how. HEALTH: Low on energy or overweight? Go to https://chemicalfreebody.com/?sscid=a1k7_avqy2&products and grab GREEN 85 Juice Formula or book a FREE 30 minute Health Strategy Session with Tim or one of his coaches

    1h 13m
  8. Empowering Minds, Transforming Finances with Paul Lim

    12/20/2023

    Empowering Minds, Transforming Finances with Paul Lim

    In this episode of the Health and Wealth podcast, hosts Carter and Tim welcome Paul Lim, a financial advisor and Advisory Board Member of the San Diego Financial Literacy Center (SDFLC). The hosts discuss Paul's journey into financial advising and his passion for simplifying complex financial concepts. Paul emphasizes the importance of visual explanations in teaching and shares insights on tax deductions using a metaphor of peeling dollars off the top of a pile. The conversation delves into the challenges of the Great Recession and the unique work culture shift from the East Coast to the West Coast. Paul's involvement with the SDFLC is explored, highlighting the center's mission to enhance financial literacy. The hosts discuss the inadequacies of the public school system in teaching financial concepts and the need for accessible financial education for all age groups. Paul's dedication to breaking down financial barriers and his unique teaching approach make this episode a valuable resource for those seeking financial literacy. Story Notes: Getting to Know Paul LimFinancial Literacy and TeachingSan Diego Financial Literacy Center (SDFLC)Communication Strategies Learn more about Paul Lim here: https://www.sdflc.org/about/staff-board/ WEALTH: Not getting enough clients? Book a FREE (https://www.epicservicescompany.com/meetings/cwilcoxsonepicceo) 15 minute Client Acquisition Consultation with CEO | Carter Wilcoxson to learn how. HEALTH: Low on energy or overweight? Go to https://chemicalfreebody.com/?sscid=a1k7_avqy2&products and grab GREEN 85 Juice Formula or book a FREE 30 minute Health Strategy Session with Tim or one of his coaches

    1h 10m
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Ratings & Reviews

5
out of 5
2 Ratings

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🎤IT’S OFFICIAL!! Carter and Tim have launched their very own show to educate, empower, and enlighten you on ALL things Health and Wealth! 🚀 🎧Make sure to follow, share, and like for immediate access to this priceless information.

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