The Way2Wealth®

Scott Ford

The Way2Wealth® Podcast. Join Scott Ford each episode as he and some amazing guests untangle the complex issues of financial management. Financial Freedom is the goal and clarity and simplicity is how we’ll plan to get there. If you have a natural curiosity for learning a little more about the financial and want to have a little fun along the way, then you're in the right place.  Scott is the Managing Director, Partner & Wealth Advisor of Carson Wealth in Hagerstown, MD and Johnson City, TN, serving entrepreneurs, small business owners, executives, and families. Hear Past episodes of the Way2Wealth Podcast!https://theway2wealth.com Learn more about our Host, Scott Ford, Managing Director, Partner & Wealth Advisor: https://www.carsonwealth.com/team-members/scott-ford/ Investment advisory services offered through CWM LLC, an SEC-registered investment advisor.  Carson Partners, a division of CWM LLC, is a nationwide partnership of advisors. The opinions voiced in the Way to Wealth with Scott Ford are for general information only and are not intended to provide specific advice or recommendations for an individual. Past performance is no guarantee of future results. All indices are unmanaged and may not be invested into directly. Investing involves risk, including possible loss of principal. No strategy assures success or protects against loss. To determine what may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing.  Guests on Way to Wealth are not affiliated with CWM, LLC. Legado Family is not affiliated with CWM LLC. Carson Wealth 19833 Leitersburg Pike, Suite 1, Hagerstown, Maryland, 21742.

  1. 1d ago

    Ep. 115: Bitcoin Without The Hype - A Clarifying Conversation with Tyrone Ross Jr.

    Bitcoin has a weird talent for sounding complicated even when the core idea is simple: moving value from one person to another without asking permission. We bring on Tyrone Ross Jr., CEO and co-founder of Turnqey Labs and principal of 401k Financial, to strip away the hype and explain what’s really happening when you buy, hold, or send Bitcoin. His own “aha” moment comes from a five-minute demo that still feels like magic: a wallet download, a quick transfer, and a new way to think about money for anyone who has ever been underserved by traditional banking. We walk through the fundamentals in plain English: what a blockchain ledger is, why Bitcoin is “permissionless,” and how miners, nodes, blocks, and consensus work together to keep the network running 24/7. Tyrone also draws a clean line between Bitcoin and the broader world of crypto assets, including why the term “cryptocurrency” often misleads US investors and how stablecoins like USDC fit into real-world payments. Along the way, we touch on the deeper backdrop, from trust in institutions to how the current financial system settles transactions more slowly than most people realize. Then we get practical about investing. We talk time horizon, risk tolerance, and the real decision points: Bitcoin ETFs vs buying directly on platforms like Cash App or Coinbase, what self-custody and cold storage actually mean, and why taxes, cost basis, and performance reporting get messy fast. Tyrone flags an issue almost nobody plans for early enough: crypto estate planning, where missing keys or unclear instructions can turn real wealth into an unrecoverable loss. He also shares a simple “first buy” test using the cost of a dinner for two to learn without overextending. If you want a clearer framework for Bitcoin investing and crypto custody, hit play, share this with a friend who still thinks it’s all jargon, and leave us a review with your biggest Bitcoin question so we can bring Tyrone back for round two. More about our Guest, Tyrone V. Ross Jr Financial Consultant, Start-up Advisor & Athlete CEO and Founder of Turnqey Labs • President and Founder 401Financial I’m the CEO & Cofounder of Turnqey Labs and Principal of 401 Financial. Formerly as the CEO and Co-Founder of Onramp Invest I raised $7M in venture capital from Gemini’s Frontier Fund, Coinbase Ventures, SoftBank’s Opportunity Fund, and others. I’ve been recognized by Investment News 40 under 40 (2019), and WealthManagement.com as a top ten advisor set to change the industry in 2019. FinancialPlanning.com named me as one of 20 people who will change wealth management in 2020. I’ve been named as one of Investopedia’s Top 100 financial advisors, Think Advisor’s 2021 IA25: VIP’s Pushing Advisors Forward, and one of Barron’s 10 people to watch in wealth management in 2022. I’m working to build what I see as the future of financial services. Aiming to break the traditional mold, I work as a financial consultant to young professionals, founders, and advisor to financial technology startups, and crypto assets investment manager. I help my clients build, grow, protect and transition their personal assets. My clients can expect a jargon-free, transparent and personalized experience. I enjoy working with people at all stages in their financial lives with the goal of empowering them to be knowledgeable investors. Website: http://tyroneross.io/ Email: tyrone@401financial.co LinkedIn: https://www.linkedin.com/in/tyroneross X(Twitter): https://x.com/tr401 Hear Past episodes of the Way2Wealth Podcast! https://theway2wealth.com Learn more about our Host, Scott Ford, Managing Director, Partner & Wealth Advisor https://www.carsonwealth.com/team-members/scott-ford/ Investment advisory services offered through CWM LLC, an SEC-registered investment advisor.  Carson Partners, a division of CWM LLC, is a nationwide partnership of advisors. The opinions voiced in the Way to Wealth with Scott Ford are for general information only and are not intended to provide specific advice or recommendations for an individual. Past performance is no guarantee of future results. All indices are unmanaged and may not be invested into directly. Investing involves risk, including possible loss of principal. No strategy assures success or protects against loss. To determine what may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing.  Guests on Way to Wealth are not affiliated with CWM, LLC. Legado Family is not affiliated with CWM LLC. Carson Wealth 19833 Leitersburg Pike, Suite 1, Hagerstown, Maryland, 21742.

    Ep. 115: Bitcoin Without The Hype - A Clarifying Conversation with Tyrone Ross Jr.
  2. Aug 11

    Ep. 114: Healing The Entrepreneur's Shadow with Celinne Da Costa

    Most of us think the hard part of entrepreneurship is strategy. Then we hit a moment where the tactics work, the money shows up, and we still feel restless, split, or oddly numb. That’s where this conversation goes. I’m joined by leadership coach and author Celine DaCosta to talk about shadow work, wholeness, and why the stories we tell about our past quietly shape our leadership, our relationships, and our financial decisions. We dig into Carl Jung’s idea of the shadow and what “integration” looks like in real life: noticing the parts we’ve pushed away, bringing them back into awareness, and letting them belong. Celine shares a four-phase map of human transformation that shows up again and again for founders: awakening to a repeating pattern, reckoning with the identity that needs to die, entering the void and stillness after the chaos, and finally sharing a new story through your work. We also name a trap I see constantly in business and brand building: trying to launch, publish, or “rebrand” from phase two, then calling it a marketing problem when it’s really an identity problem. From there we get practical. Celine walks me through a simple way to rewrite the future from a clean slate by dropping into the body, naming values, and choosing the path that expands rather than contracts. We close with her upcoming book, The Burning Ground, which tells the story of her circumnavigating the globe through pure human connection and turning that journey into a companion for anyone navigating a major transition. If you’re building a purpose-driven business and you want a healthier relationship with money, work, and yourself, listen now. Subscribe, share this with a friend who’s in a crossroads season, and leave a review with your biggest takeaway. More about our Guest, Celinne Da Costa Thought Leader, Speaker and Author Celinne Da Costa is an author, speaker, and advisor who helps leaders close the gap between who they are and how they lead—through story, subconscious reprogramming, and strategic communication. Her methodology blends neuro-linguistic programming, somatic work, and cutting-edge brain-change techniques into a multidimensional approach that works across mind, body, and nervous system. This is how her clients create transformation that holds—not just insight that fades. Featured in TEDx, Forbes, Entrepreneur, and Business Insider, Celinne has supported Fortune 150 executives, industry leaders, and thousands of students across 60+ countries to shed limiting stories and build what’s next—on their own terms. Her mission is to support leaders to create meaningful change in the world by living, leading, and communicating from soul alignment—and become the greatest story they’ve ever told. Website: https://celinnedacosta.com/ Email: celinne.da.costa@gmail.com The Book: https://theburningground.com/ Facebook: https://www.facebook.com/CelinneDaCosta Instagram: https://www.instagram.com/celinnedacosta/ X(Twitter): https://x.com/CelinneDaCosta YouTube: https://www.youtube.com/c/CelinneDaCostaChannel Hear Past episodes of the Way2Wealth Podcast! https://theway2wealth.com Learn more about our Host, Scott Ford, Managing Director, Partner & Wealth Advisor https://www.carsonwealth.com/team-members/scott-ford/ Investment advisory services offered through CWM LLC, an SEC-registered investment advisor.  Carson Partners, a division of CWM LLC, is a nationwide partnership of advisors. The opinions voiced in the Way to Wealth with Scott Ford are for general information only and are not intended to provide specific advice or recommendations for an individual. Past performance is no guarantee of future results. All indices are unmanaged and may not be invested into directly. Investing involves risk, including possible loss of principal. No strategy assures success or protects against loss. To determine what may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing.  Guests on Way to Wealth are not affiliated with CWM, LLC. Legado Family is not affiliated with CWM LLC. Carson Wealth 19833 Leitersburg Pike, Suite 1, Hagerstown, Maryland, 21742.

    Ep. 114: Healing The Entrepreneur's Shadow with Celinne Da Costa
  3. Jul 14

    Ep 113: Money Narratives That Shape Your Life And Work with Ben Laws

    Money gets treated like a scoreboard, but it usually starts as a story. Ben Laws and I dig into the early moments that shape how we think about wealth, from childhood lessons about fairness and scarcity to the subtle ways comparison rewires our sense of “enough.” If you have ever hit a financial milestone and felt strangely unchanged, we name why: money is not a destination, it is a capability multiplier. It makes you more of what you already are, for better or worse. Then the conversation goes somewhere most investing podcasts never go. Ben shares the story of his son Benny, born with trisomy 18 and alive for 16 days, and how that experience clarified a question that sits behind every financial plan: are you alive or are you living? We talk about presence as power, why time is the most honest form of wealth, and how grief can strip away the scripts you inherit from family, culture, and social media. That message becomes action through 16 Days, a nonprofit that helps NICU families afford to be with their babies when distance, work, and bills make it impossible. We also explore Benny Circle, a way for entrepreneurs and businesses to match giving and measure return on impact. We close with practical wealth management insights: why simplicity beats complexity, why listening is the most underrated financial skill, and why “know what you own and know why you own it” should be non negotiable. If this hits home, share it with someone who is chasing a number, subscribe for more conversations that make money simple, and leave a review so more people can find the show. Connect with Ben further: Ben Laws, Evexia Wealth, CEO / Evexia Accounting, CEO / MaxLife, CEO blaws@evexiawealth.com 715-697-8830 www.evexiawealth.com 1265 Main Street, Suite 105, Stevens Point, WI 54481 16Days.org - Charity started in honor of his son, Benny Evexia Wealth - Wealth Coaching & Invest YouTube: https://www.youtube.com/@MaxLifeBenLaws LinkedIn: https://www.linkedin.com/in/ben-laws-844b926/ Instagram: https://www.instagram.com/thebenlaws/?hl=en X/Twitter: https://x.com/_BenLaws Facebook: https://www.facebook.com/benjamin.laws Hear Past episodes of the Way2Wealth Podcast! https://theway2wealth.com Learn more about our Host, Scott Ford, Managing Director, Partner & Wealth Advisor https://www.carsonwealth.com/team-members/scott-ford/ Investment advisory services offered through CWM LLC, an SEC-registered investment advisor.  Carson Partners, a division of CWM LLC, is a nationwide partnership of advisors. The opinions voiced in the Way to Wealth with Scott Ford are for general information only and are not intended to provide specific advice or recommendations for an individual. Past performance is no guarantee of future results. All indices are unmanaged and may not be invested into directly. Investing involves risk, including possible loss of principal. No strategy assures success or protects against loss. To determine what may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing.  Guests on Way to Wealth are not affiliated with CWM, LLC. Legado Family is not affiliated with CWM LLC. Carson Wealth 19833 Leitersburg Pike, Suite 1, Hagerstown, Maryland, 21742.

    Ep 113: Money Narratives That Shape Your Life And Work with Ben Laws
  4. Jun 16

    Ep. 112: The Biology of Better Relationships: A Conversation with John Gray, Author of Men Are from Mars, Women Are from Venus

    We sit down with Dr John Gray to connect love, stress, and biology to the day-to-day communication problems couples face. We talk hormones, polarity, and practical ways to lower cortisol so relationships feel warmer, simpler, and more alive.  • Dr Gray’s new “for women only” focus on being happy with or without a man  • Why modern stress makes relationships harder than past generations  • How gratitude and appreciation make a man feel like a hero  • Adrenaline vs cortisol and what each does to mood, focus, and connection  • Why men detach under stress and why women feel more emotion  • Rumination, displacement, and how a 10-minute talk can reset the day  • The difference between sharing feelings and complaining to force change  • Supplements and nutrition ideas discussed: lithium orotate, saffron, rhodiola, creatine  • Testosterone and estradiol, belly fat, menopause changes, and keeping attraction through polarity John Gray, Author Men Are from Mars, Women Are from Venus https://www.marsvenus.com See John's new book here. Mars Venus Heart Space app: Download Apple / Download Android YouTube: https://www.youtube.com/JohnGrayMarsVenus LinkedIn: https://www.linkedin.com/in/marsvenus/ Instagram: https://www.instagram.com/johngraymarsvenus_official/?hl=en X/Twitter: https://x.com/MarsVenus Facebook: https://www.facebook.com/Mars.Venus.John.Gray/ Hear Past episodes of the Way2Wealth Podcast! https://theway2wealth.com Learn more about our Host, Scott Ford, Managing Director, Partner & Wealth Advisor https://www.carsonwealth.com/team-members/scott-ford/ Investment advisory services offered through CWM LLC, an SEC-registered investment advisor.  Carson Partners, a division of CWM LLC, is a nationwide partnership of advisors. The opinions voiced in the Way to Wealth with Scott Ford are for general information only and are not intended to provide specific advice or recommendations for an individual. Past performance is no guarantee of future results. All indices are unmanaged and may not be invested into directly. Investing involves risk, including possible loss of principal. No strategy assures success or protects against loss. To determine what may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing.  Guests on Way to Wealth are not affiliated with CWM, LLC. Legado Family is not affiliated with CWM LLC. Carson Wealth 19833 Leitersburg Pike, Suite 1, Hagerstown, Maryland, 21742.

    Ep. 112: The Biology of Better Relationships: A Conversation with John Gray, Author of Men Are from Mars, Women Are from Venus
  5. May 19

    Ep. 111: Exit Your Business Smarter, a Conversation with Chad Williams

    We talk with business law attorney Chad Williams about what really drives founders to sell and how to prepare before the first serious offer shows up. We dig into why the headline price can be misleading, how to protect your leverage, and what planning looks like after the wire hits. reasons founders exit, from succession gaps to market pressure and burnoutwhy taking chips off the table can restore confidence and reduce riskbuilding a company to sell, and starting exit planning earlier than feels necessarythe uneven playing field between experienced buyers and first-time sellerswhat an LOI really signals, and why terms matter as much as priceusing inbound buyer calls to gather intelligence and build a future target listsetting non-negotiables and defining a walkaway to avoid sunk cost mistakespost-sale planning, including tax and estate considerations plus personal purposeavoiding post-exit traps like investing outside your lane without a process About Chad: Chad is a Partner and Business Law attorney at Lamb McErlane PC, he concentrates his practice in business transactions and dispute resolution. Chad brings experience as an investment banker, in-house corporate counsel and corporate private practice attorney to his work advising clients on corporate, commercial and transactional matters. He serves as outside general counsel to many companies, providing advice and support throughout their growth, from formation and operational matters to merger and acquisition transactions. Chad has deep experience in mergers and acquisitions including both buy-side and sell-side representation, including private equity and strategic transactions. He also has significant experience advising senior management and boards of directors on matters relating to corporate governance, fiduciary duties, internal investigations and corporate financing transactions. In addition, Chad advises privately-held companies and family-owned businesses in connection with succession planning and business and partnership dispute resolution. As a trusted advisor, Chad also advises his clients in connection with litigation matters in state and federal court in Pennsylvania and Delaware, and has been admitted pro hac vice in Wyoming. Prior to joining Lamb McErlane, Chad was a partner with Saul Ewing, LLP. Chad began his career as a clerk to the Senior Justice of the Supreme Court of Delaware. Chad Williams, Partner Lamb McErlane PC, Attorneys At Law 24 E. Market Street, PO Box 565 West Chester, PA 19381 610.701.3269 If you want to connect with Chad, email ctwilliams@lambmcerlane.com or visit lambmcerlane.com. Hear Past episodes of the Way2Wealth Podcast! https://theway2wealth.com Learn more about our Host, Scott Ford, Managing Director, Partner & Wealth Advisor https://www.carsonwealth.com/team-members/scott-ford/ Investment advisory services offered through CWM LLC, an SEC-registered investment advisor.  Carson Partners, a division of CWM LLC, is a nationwide partnership of advisors. The opinions voiced in the Way to Wealth with Scott Ford are for general information only and are not intended to provide specific advice or recommendations for an individual. Past performance is no guarantee of future results. All indices are unmanaged and may not be invested into directly. Investing involves risk, including possible loss of principal. No strategy assures success or protects against loss. To determine what may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing.  Guests on Way to Wealth are not affiliated with CWM, LLC. Legado Family is not affiliated with CWM LLC. Carson Wealth 19833 Leitersburg Pike, Suite 1, Hagerstown, Maryland, 21742.

    Ep. 111: Exit Your Business Smarter, a Conversation with Chad Williams
  6. Apr 21

    Ep. 110: CPA Attorney Bruce Willey Asks, What If Your Tax Return Is Costing You Wealth

    Your tax return can feel like a verdict, but it doesn’t have to be. I sit down with Bruce Willey, a rare combo of CPA and attorney, to talk about what most high-earning business owners never get from “normal” tax prep: an actual tax plan. We start with Bruce’s Tactical Games journey, where accuracy matters even when your heart rate is spiking, and how rebuilding his health after a 2018 stroke sharpened his focus on recovery, discipline, and long-term performance. Then we get into the money. Bruce lays out the difference between tax compliance and tax strategy, why many CPAs are trained to look backward, and why planning is still possible for entrepreneurs and closely held businesses. We talk about building a blended approach instead of chasing one-off deductions, and a simple rule that saves people from bad decisions: don’t buy something you don’t need just to “save taxes.” You’ll hear practical, code-based ideas like paying family members for real work, hiring your kids at fair market value, and using Roth IRA planning in a way many families overlook. We also cover the Augusta Rule and what the IRS expects when you use it, plus audit reality: documentation wins, credit card statements are not receipts, and material participation records can make or break certain deductions. We close with estate planning considerations around today’s elevated estate tax exemption, and where to follow Bruce’s work on Real Clear Markets. If you found this helpful, subscribe, share the episode with a business owner who needs a better plan, and leave a review so more people can find the show. --- How to connect with Bruce: Founder & Owner American Tax & Business Planning 3519 Center Point Road NE Cedar Rapids, IA, 52402 Website: https://www.americantbp.com/ Phone: (319) 200-6716 Email: bwilley@americantbp.com Youtube: https://www.youtube.com/@brucewilley3956 LinkedIn: https://www.linkedin.com/in/bruce-willey-b574b14/ Twitter: https://x.com/BWcatalyst Facebook: https://www.facebook.com/Americantaxandbusinessplanning Hear Past episodes of the Way2Wealth Podcast! https://theway2wealth.com Learn more about our Host, Scott Ford, Managing Director, Partner & Wealth Advisor https://www.carsonwealth.com/team-members/scott-ford/ Investment advisory services offered through CWM LLC, an SEC-registered investment advisor.  Carson Partners, a division of CWM LLC, is a nationwide partnership of advisors. The opinions voiced in the Way to Wealth with Scott Ford are for general information only and are not intended to provide specific advice or recommendations for an individual. Past performance is no guarantee of future results. All indices are unmanaged and may not be invested into directly. Investing involves risk, including possible loss of principal. No strategy assures success or protects against loss. To determine what may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing.  Guests on Way to Wealth are not affiliated with CWM, LLC. Legado Family is not affiliated with CWM LLC. Carson Wealth 19833 Leitersburg Pike, Suite 1, Hagerstown, Maryland, 21742.

    Ep. 110: CPA Attorney Bruce Willey Asks, What If Your Tax Return Is Costing You Wealth
  7. Mar 24

    Ep. 109: How Self-Love Builds True Wealth and Well-Being with Dr. Margaret Paul

    What if the richest life begins when you finally listen to your feelings? We sit down with Dr. Margaret Paul—best-selling author and co-creator of Inner Bonding—to rethink wealth as well-being and put love at the center of a life that feels good. Forget the myth that a bigger balance sheet guarantees joy. Dr. Paul has coached people with yachts, acclaim, and approval who still felt empty. Her insight is simple: happiness flows from how you treat yourself, especially under stress and in close relationships. We unpack the health, wealth, wisdom, and happiness framework and explore why control patterns—anger, blame, withdrawal, caretaking—quietly drain connection. Dr. Paul outlines the six steps of Inner Bonding: feel your feelings, choose learning over control, get curious about pain, open to guidance, take loving action, and check your feelings for feedback. It’s a practical way to build a trustworthy “loving adult” who sets boundaries, speaks up, and rests without guilt. We also clarify the “inner child”—your soul, wise and speaking through feelings, alongside wounded parts formed over time. When you take responsibility for that inner world, stress eases, health improves, and creativity returns. Personal power shifts from “power over” to alignment between guidance, compassion, and action—changing relationships, careers, and how money supports life. If you’re ready to trade approval-chasing for real peace, this conversation offers clear steps and hope. Subscribe for more conversations that simplify money, elevate well-being, and help you live fully. If this resonated, share it with a friend and leave a quick review—what loving action will you take this week? --- DR. MARGARET PAUL is a bestselling author, relationship expert, and co-creator of the powerful Inner Bonding® self-healing process. She has appeared on numerous radio and television shows (including Oprah). Her book titles include Do I Have to Give Up Me to Be Loved By You (over 1 million sold), Healing Your Aloneness, Inner Bonding" and the recently released Diet For Divine Connection and The Inner Bonding Workbook. Margaret has successfully worked with hundreds of thousands around the world and taught classes and seminars for over 53 years. margaret@innerbonding.com  303-772-3508  https://www.innerbonding.com Website | Instagram | YouTube | Facebook | LinkedIn Hear Past episodes of the Way2Wealth Podcast! https://theway2wealth.com Learn more about our Host, Scott Ford, Managing Director, Partner & Wealth Advisor https://www.carsonwealth.com/team-members/scott-ford/ Investment advisory services offered through CWM LLC, an SEC-registered investment advisor.  Carson Partners, a division of CWM LLC, is a nationwide partnership of advisors. The opinions voiced in the Way to Wealth with Scott Ford are for general information only and are not intended to provide specific advice or recommendations for an individual. Past performance is no guarantee of future results. All indices are unmanaged and may not be invested into directly. Investing involves risk, including possible loss of principal. No strategy assures success or protects against loss. To determine what may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing.  Guests on Way to Wealth are not affiliated with CWM, LLC. Legado Family is not affiliated with CWM LLC. Carson Wealth 19833 Leitersburg Pike, Suite 1, Hagerstown, Maryland, 21742.

    Ep. 109: How Self-Love Builds True Wealth and Well-Being with Dr. Margaret Paul
  8. Feb 24

    Ep. 108: How A Wealth Team Beats The Tax Return Mindset with Ashley Sowers

    If taxes are your biggest lifetime expense, why leave them to a once-a-year scramble? We zoom out and redesign how you plan, using strategies that compound savings over decades while improving cash flow and control today. With Ashley Sowers back in the studio, we explore how a wealth team sees the full picture—your goals, assets, timelines, and family dynamics—and turns today’s tax incentives into clear, defensible moves that simplify your life. We reframe the goal: stop chasing zero tax and start paying a fair, predictable rate when it buys freedom. Ashley explains why extended individual brackets and a high standard deduction keep “taxes on sale,” how the enhanced senior deduction affects planning after 65, and when Roth conversions act like tax insurance. We then dig into practical wins: a 75-point tax checklist, tax diversification across taxable, tax-deferred, and tax-free buckets, beneficiary design to reduce the 10-year inherited IRA squeeze, and charitable tools like donor-advised funds and charitable remainder trusts. The throughline is simplicity with intention—gaining options for retirement, volatility, and legacy while reducing lifetime taxes. About our guest: Ashley Sowers, Partner & Wealth Advisor at Carson Wealth Hagerstown 19833 Leitersburg Pike Suite 1 Hagerstown MD 21742 301-739-8505 www.carsonwealth.com Converting from a traditional IRA to a Roth IRA is a taxable event. Generally, a donor advised fund is a separately identified fund or account that is maintained and operated by a section 501(c)(3) organization, which is called a sponsoring organization. Each account is composed of contributions made by individual donors. Once the donor makes the contribution, the organization has legal control over it. However, the donor, or the donor's representative, retains advisory privileges with respect to the distribution of funds and the investment of assets in the account. Donors take a tax deduction for all contributions at the time they are made, even though the money may not be dispersed to a charity until much later. Investment minimums and restrictions apply. The minimum investment amount for AQR Flex 145/45 is $1 million which must be in a taxable portfolio with assets that can be margined (including cash and cash equivalents, stocks, ETFs, equity mutual funds). The minimum investment amount for AQR Flex 250/150 is $3 million which must be in a taxable portfolio with assets that can be margined (including cash and cash equivalents, stocks, ETFs, equity mutual funds). A separate portfolio margin agreement is required. Hear Past episodes of the Way2Wealth Podcast! https://theway2wealth.com Learn more about our Host, Scott Ford, Managing Director, Partner & Wealth Advisor https://www.carsonwealth.com/team-members/scott-ford/ Investment advisory services offered through CWM LLC, an SEC-registered investment advisor.  Carson Partners, a division of CWM LLC, is a nationwide partnership of advisors. The opinions voiced in the Way to Wealth with Scott Ford are for general information only and are not intended to provide specific advice or recommendations for an individual. Past performance is no guarantee of future results. All indices are unmanaged and may not be invested into directly. Investing involves risk, including possible loss of principal. No strategy assures success or protects against loss. To determine what may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing.  Guests on Way to Wealth are not affiliated with CWM, LLC. Legado Family is not affiliated with CWM LLC. Carson Wealth 19833 Leitersburg Pike, Suite 1, Hagerstown, Maryland, 21742.

    Ep. 108: How A Wealth Team Beats The Tax Return Mindset with Ashley Sowers
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About

The Way2Wealth® Podcast. Join Scott Ford each episode as he and some amazing guests untangle the complex issues of financial management. Financial Freedom is the goal and clarity and simplicity is how we’ll plan to get there. If you have a natural curiosity for learning a little more about the financial and want to have a little fun along the way, then you're in the right place.  Scott is the Managing Director, Partner & Wealth Advisor of Carson Wealth in Hagerstown, MD and Johnson City, TN, serving entrepreneurs, small business owners, executives, and families. Hear Past episodes of the Way2Wealth Podcast!https://theway2wealth.com Learn more about our Host, Scott Ford, Managing Director, Partner & Wealth Advisor: https://www.carsonwealth.com/team-members/scott-ford/ Investment advisory services offered through CWM LLC, an SEC-registered investment advisor.  Carson Partners, a division of CWM LLC, is a nationwide partnership of advisors. The opinions voiced in the Way to Wealth with Scott Ford are for general information only and are not intended to provide specific advice or recommendations for an individual. Past performance is no guarantee of future results. All indices are unmanaged and may not be invested into directly. Investing involves risk, including possible loss of principal. No strategy assures success or protects against loss. To determine what may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing.  Guests on Way to Wealth are not affiliated with CWM, LLC. Legado Family is not affiliated with CWM LLC. Carson Wealth 19833 Leitersburg Pike, Suite 1, Hagerstown, Maryland, 21742.