109 episodes

🎤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.

Health and Wealth Podcast with Carter & Tim Carter Wilcoxson and Tim James

    • Education
    • 5.0 • 2 Ratings

🎤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.

    Empowering Minds, Transforming Finances with Paul Lim

    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 t...

    • 1 hr 9 min
    Navigating the Complexities of the Financial Industry with Lisa Malick

    Navigating the Complexities of the Financial Industry with Lisa Malick

    Welcome back to the Health and Wealth podcast, hosted by Carter and Tim. In this week's episode, the dynamic duo is joined by a special guest, Lisa Malick, a certified financial planner based in Colorado. Lisa shares her unique journey into the financial advising industry, which was fueled by personal experiences and a desire to make a meaningful difference in people's lives.Lisa emphasized the importance of understanding clients' unique financial goals and needs, especially in the context of...

    • 59 min
    Brock Eson - Building Enterprise Value and Balancing Relationships in Financial Advisory

    Brock Eson - Building Enterprise Value and Balancing Relationships in Financial Advisory

    In this episode of the Health and Wealth podcast, your hosts, Carter and Tim, sit down with their guest, Brock Eson, who recently joined the Investors Resource team. Brock shares insights about his journey in the financial advisory world, how he transitioned from banking to independence, and the motivation behind his passion for helping people with their finances.Brock Eson, a soccer enthusiast and financial advisor, opens up about his background and what led him into the financial services i...

    • 1 hr 13 min
    Cheryl Canzanella - Navigating the Financial Impact of the Opioid Crisis

    Cheryl Canzanella - Navigating the Financial Impact of the Opioid Crisis

    In this episode of the Health and Wealth podcast, hosts Carter and Tim are joined by their special guest, Cheryl Canzanella. Cheryl has a unique perspective in the financial industry, specializing in raising awareness about the opioid crisis and its impact on financial health. The opioid epidemic has significant financial and economic implications, costing approximately 696 billion dollars in 2018 alone, which is about 3.4% of the GDP.Carter and Tim dive into Cheryl's personal journey and how...

    • 1 hr
    Patrick Huey,CFP - Strategic Giving: Maximizing Impact and Wealth Preservation

    Patrick Huey,CFP - Strategic Giving: Maximizing Impact and Wealth Preservation

    Welcome back to the Health and Wealth Podcast with your hosts, Carter and Tim. Today's guest is Patrick Huey, a certified financial planner from Victory Independent Planning (VIP). Patrick specializes in helping clients optimize their financial strategies, especially in the realm of charitable giving and tax planning.Patrick's expertise lies in identifying opportunities for clients to make strategic charitable donations while also benefiting from tax deductions. He's an accredited tax prepare...

    • 1 hr 6 min
    Charlie Beljan - Gratitude, Discipline, and the Power of Sobriety

    Charlie Beljan - Gratitude, Discipline, and the Power of Sobriety

    Welcome back to "Health and Wealth," where hosts Carter Wilcoxson and Tim James are joined by this week's guest, Charlie Beljan, Golfer at PGA Tour. In this episode, Charlie shares his inspiring journey from being a PGA Tour player to overcoming personal struggles with alcohol and mental health, leading to his transformation towards sobriety and well-being. Charlie is a PGA Tour Winner and won the US Junior Amateur in 2002.Charlie shares his passion for mentoring young athletes and helping th...

    • 1 hr 22 min

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