MORE THAN RICH

Shining A Light On Your Financial Underwear Drawer

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INVESTING

A Carlson Financial Services Podcast.

08/28/2020

Health is Wealth

Dr. William Elizuk dishes out his secrets on how healthy habits become wealthy choices. Not only do we cover his expertise in exercise science, but an entire mind, body, spirit connection. The sum of all these parts makes us whole, makes us prosper, makes us "wealthy!" Stress and depression are real topics in the middle of our COVID environment coupled with an unsettled economy, schools going virtual, upcoming elections, face masks, and social distancing. Listen along as Dr. Elizuk brings much-needed truth, insight, and remedies for all of us to prosper.For more podcasts, visit http://carlsonfinancialservices.com/media/podcastLicensed Insurance Professional. Investment Advisory Services Offered through Institute for Wealth Management, Incorporated, an SEC Registered Investment Advisor, based in Denver, CO. Insurance products and services are offered through Carlson Financial Services, LLC. Institute for Wealth Management, Inc., and Carlson Financial Services, LLC are affiliated companies. This podcast shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of NC or FL or where otherwise legally permitted. Carlson Financial Services, LLC., Institute for Wealth Management, Inc., and Roy Carlson is not affiliated with or endorsed by the Social Security Administration or any government agency. This content is for informational purposes only and should not be used to make any financial decisions.

39 min
08/19/2020

The Stewardship of TIME in your Finances

Roy Carlson, President of Carlson Financial Services, LLC says, "Your time should reflect your priorities. There is a great link between Time and Money." Come along on our journey and learn how to use your time wisely and practically to assess your stewardship in a purposeful process. Register now at www.carlsonfinancialservices.com for our Zoom Biblical/Financial workshops starting on September 15, 2020. Get to interact virtually with Roy and other like-minded peers asking questions and learning our unique 6-step process.For more podcasts, visit http://carlsonfinancialservices.com/media/podcastLicensed Insurance Professional. Investment Advisory Services Offered through Institute for Wealth Management, Incorporated, an SEC Registered Investment Advisor, based in Denver, CO. Insurance products and services are offered through Carlson Financial Services, LLC. Institute for Wealth Management, Inc., and Carlson Financial Services, LLC are affiliated companies. This podcast shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of NC or FL or where otherwise legally permitted. Carlson Financial Services, LLC., Institute for Wealth Management, Inc., and Roy Carlson is not affiliated with or endorsed by the Social Security Administration or any government agency. This content is for informational purposes only and should not be used to make any financial decisions.

16 min
07/28/2020

Validating and Processing Information in today's world; a unique testimonial from Dick Butler

CEO and IT expert, Dick Butler shares how we find the "reality" in the information that is disseminated to the masses in our current COVID environment. Learn why he says, "success does not come to those who wait but to those who seek it and work for it." And most importantly come along with us to learn about Dick Butler's testimonial. In 2003 a life-changing event happened that is part of the chain-link of people and circumstances that ultimately led up to the finale in a hotel room in Atlanta, Georgia. It brought about Mr. Butler's philosophy on why winning is bringing glory to God. For more podcasts, visit http://carlsonfinancialservices.com/media/podcastLicensed Insurance Professional. Investment Advisory Services Offered through Institute for Wealth Management, Incorporated, an SEC Registered Investment Advisor, based in Denver, CO. Insurance products and services are offered through Carlson Financial Services, LLC. Institute for Wealth Management, Inc., and Carlson Financial Services, LLC are affiliated companies. This podcast shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of NC or FL or where otherwise legally permitted. Carlson Financial Services, LLC., Institute for Wealth Management, Inc., and Roy Carlson is not affiliated with or endorsed by the Social Security Administration or any government agency. This content is for informational purposes only and should not be used to make any financial decisions.

37 min
07/23/2020

Marriage & Finances

After 23 years of marriage, Roy Carlson takes us on a journey of why marriage is a spiritual battle and why he has utilized the lessons of growth and service to overcome obstacles. Find out why Roy feels that a prenup is damaging and how to get what you desire in a marriage. In 2009 Carlson Financial Services, LLC noticed an unusually high amount of clients who were going through a divorce and it really tugged at Roy's heart so the company devised Biblical Financial Stewardship Workshops which address the unique spiritual and financial issues of the 40+ age group. Come with us on this journey to learn and discover these techniques to make you the steward of your marriage and finances. For more podcasts, visit http://carlsonfinancialservices.com/media/podcastLicensed Insurance Professional. Investment Advisory Services Offered through Institute for Wealth Management, Incorporated, an SEC Registered Investment Advisor, based in Denver, CO. Insurance products and services are offered through Carlson Financial Services, LLC. Institute for Wealth Management, Inc., and Carlson Financial Services, LLC are affiliated companies. This podcast shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of NC or FL or where otherwise legally permitted. Carlson Financial Services, LLC., Institute for Wealth Management, Inc., and Roy Carlson is not affiliated with or endorsed by the Social Security Administration or any government agency. This content is for informational purposes only and should not be used to make any financial decisions.

17 min
07/13/2020

Tax Time in July

Have you ever introduced your accountant to your financial advisor? According to Carlson Financial Services, LLC it is the single most important thing you can do for your planning strategy. Roy Carlson, President dishes on current tax control and suggested tax diversification as well as the integration of values.For more podcasts, visit http://carlsonfinancialservices.com/media/podcastLicensed Insurance Professional. Investment Advisory Services Offered through Institute for Wealth Management, Incorporated, an SEC Registered Investment Advisor, based in Denver, CO. Insurance products and services are offered through Carlson Financial Services, LLC. Institute for Wealth Management, Inc., and Carlson Financial Services, LLC are affiliated companies. This podcast shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of NC or FL or where otherwise legally permitted. Carlson Financial Services, LLC., Institute for Wealth Management, Inc., and Roy Carlson is not affiliated with or endorsed by the Social Security Administration or any government agency. This content is for informational purposes only and should not be used to make any financial decisions.

13 min
07/06/2020

A Message of Inspiration From Roy

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6 min
06/09/2020

Protection Planning In The Middle of The Upside Down

If you're fans of the series, Stranger Things, you'll understand the parallel universe called the Upside Down. If you know nothing about this Netflix series don't worry because our current reality with COVID-19, racial wars, killer hornets, communists, global warming, fake news, protests, looting, the national guard, feels like we are in the middle of a SciFi flick. Whatever reality you are living there is an actual thing called Protection Planning and Carlson Financial Services, LLC breaks this down for you to reveal how to deal with What If scenarios. We hope you all find a little bit of peace and insight from our podcast and our personal message to you from us during this time. Blessings.For more podcasts, visit http://carlsonfinancialservices.com/media/podcastLicensed Insurance Professional. Investment Advisory Services Offered through Institute for Wealth Management, Incorporated, an SEC Registered Investment Advisor, based in Denver, CO. Insurance products and services are offered through Carlson Financial Services, LLC. Institute for Wealth Management, Inc., and Carlson Financial Services, LLC are affiliated companies. This podcast shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of NC or FL or where otherwise legally permitted. Carlson Financial Services, LLC., Institute for Wealth Management, Inc., and Roy Carlson is not affiliated with or endorsed by the Social Security Administration or any government agency. This content is for informational purposes only and should not be used to make any financial decisions.

18 min
05/27/2020

Gaining New Clients and Servicing Your Current Database Through Customer Success

Mary Elizuk, head of customer relations at Carlson Financial Services, LLC shares why it's important to spread joy, return phone calls, and be respectful of clients' time and information.For more podcasts, visit http://carlsonfinancialservices.com/media/podcastLicensed Insurance Professional. Investment Advisory Services Offered through Institute for Wealth Management, Incorporated, an SEC Registered Investment Advisor, based in Denver, CO. Insurance products and services are offered through Carlson Financial Services, LLC. Institute for Wealth Management, Inc., and Carlson Financial Services, LLC are affiliated companies. This podcast shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of NC or FL or where otherwise legally permitted. Carlson Financial Services, LLC., Institute for Wealth Management, Inc., and Roy Carlson is not affiliated with or endorsed by the Social Security Administration or any government agency. This content is for informational purposes only and should not be used to make any financial decisions.

17 min
05/20/2020

72.1 Million Millennials

Millennials whom we define as ages 23-38 have been called the "entitlement generation." They now have to navigate a world shaken by high unemployment, disease, politics, media, and lots of misinformation. Investment advisor representative and Millennial, Rob Barton, discusses why this generation has gotten a bad rap. Rob takes a deep dive into how this demographic can learn from the Baby Boomers and his insights into developing a solid financial foundation and plan for the future.For more podcasts, visit http://carlsonfinancialservices.com/media/podcastLicensed Insurance Professional. Investment Advisory Services Offered through Institute for Wealth Management, Incorporated, an SEC Registered Investment Advisor, based in Denver, CO. Insurance products and services are offered through Carlson Financial Services, LLC. Institute for Wealth Management, Inc., and Carlson Financial Services, LLC are affiliated companies. This podcast shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of NC or FL or where otherwise legally permitted. Carlson Financial Services, LLC., Institute for Wealth Management, Inc., and Roy Carlson is not affiliated with or endorsed by the Social Security Administration or any government agency. This content is for informational purposes only and should not be used to make any financial decisions.

16 min
05/13/2020

Prioritizing and Monetizing Goals Through Stewardship

Everyone values from contentment. The unique process that Carlson Financial Services has developed to make you the steward of your goals provides the planning framework for you to make financial decisions consistent with your faith and values. For more podcasts, visit http://carlsonfinancialservices.com/media/podcastLicensed Insurance Professional. Investment Advisory Services Offered through Institute for Wealth Management, Incorporated, an SEC Registered Investment Advisor, based in Denver, CO. Insurance products and services are offered through Carlson Financial Services, LLC. Institute for Wealth Management, Inc., and Carlson Financial Services, LLC are affiliated companies. This podcast shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of NC or FL or where otherwise legally permitted. Carlson Financial Services, LLC., Institute for Wealth Management, Inc., and Roy Carlson is not affiliated with or endorsed by the Social Security Administration or any government agency. This content is for informational purposes only and should not be used to make any financial decisions.

20 min
04/30/2020

A Spiritual and Mechanical Perspective on Cash Management

How do we go through our entire educational system in a capitalist country without once being introduced to cash management and reserves let alone investment management from a tactical and strategic allocation? Carlson Financial Services aims to lift that shrouded veil.For more podcasts, visit http://carlsonfinancialservices.com/media/podcastLicensed Insurance Professional. Investment Advisory Services Offered through Institute for Wealth Management, Incorporated, a SEC Registered Investment Advisor, based in Denver, CO. Insurance products and services are offered through Carlson Financial Services, LLC. Institute for Wealth Management, Inc., and Carlson Financial Services, LLC are affiliated companies. This podcast shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of NC or FL or where otherwise legally permitted. Carlson Financial Services, LLC., Institute for Wealth Management, Inc., and Roy Carlson is not affiliated with or endorsed by the Social Security Administration or any government agency. This content is for informational purposes only and should not be used to make any financial decisions.

21 min

11 Episodes

A Carlson Financial Services Podcast.

Creator

Shining A Light On Your Financial Underwear Drawer
Years Active

2K
Episodes

11
Rating

Clean
Copyright

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