The Way2Wealth‪®‬ Scott Ford

Uncover the secrets to safeguarding your assets and steering through the world of interest rates and credit in a riveting discussion that promises to arm you with the knowledge to fortify your financial future. Joined by Garret Gunderson and key members of the team, Alexis, Shane and Ashley. Whether you're a retiree navigating the complexities of a fixed-income portfolio or an investor seeking stability amidst economic uncertainties, our deep-dive with wealth advisors Alexis and Ashley will equip you with the strategies for intelligent asset allocation and capital preservation.
Expect to learn a ton from today's show, including:
Challenging common conceptions about debt, equity, and the efficiency of interest rates. The paths to leveraging loans judiciously and prioritizing quality of life over stringent financial doctrines. The psychological underpinnings of fiscal decisions, reminding you that ultimately, you are your most valuable asset.The critical role of credit scores in shaping your financial well-being. Practical tips on rectifying credit report inaccuracies and the profound impact these scores have on insurance costs.The sophisticated use of cash value insurance in wealth-building — a move that could redefine your approach to financial freedom. Tune in for a session brimming with actionable insights that could redefine the way you manage your wealth.
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/

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. Opinions expressed by the
presenter may not be representative of Cetera Advisors Networks LLC, or CWM, LLC.

Are your assets destined for the right hands, and does your family understand the values guiding their inheritance? We’re here to make estate and legacy planning less daunting and more meaningful. With the help of Bonnie, Kristen, Cam and Rich, we navigate the intricacies of ensuring your legacy is preserved and cherished just as you envision. This episode is a heartfelt journey through the significance of passing down values and maintaining family unity.
Expect to pick up some tips on the following:


The ongoing conversation about aligning those estate documents with the heartbeat of your familyThe necessity of communicating your vision and intentionsExploring how a family constitution could be vital in preventing discord and ensuring your wealth serves its intended purpose Strategies for keeping your loved ones informed, united, and prepared to carry on your legacy without the burden of ambiguity or conflictThe practical steps of keeping your plan current with life’s changes The importance of collaborative professionals in crafting a plan that’s as detailed as it is flexible. 
Discover the innovative concept of a family bank and how it can be integrated into your planning. This talk isn't just about preparing for the inevitable—it’s about crafting a legacy that speaks across generations, imprinting your values and vision on the future.
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/

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. Opinions expressed by the
presenter may not be representative of Cetera Advisors Networks LLC, or CWM, LLC.

Embark on a journey through the financial landscape of 2024 with the team —Jake, Sam, Daron, and Eric—as we share a wealth of strategies to keep your cash flow robust and your fiscal control ironclad. From Shohei Otani's smart contract deferment to the savvy structuring of your assets for maximum long-term gain, we've got insider tips that will transform the way you handle your wealth. 
This episode is your road map to a more prosperous future, no matter where you stand today. In today's chat, we discuss:
The psychological shifts that come with major financial transitions. The 'bucketing' method, providing a clear structure to classify your funds and ease your mindThe importance of clear communication with partners on financial goals and the power of yearly check-ups on your financial healthThe art of strategic charitable giving and tax planningHow setting up a donor-advised fund can amplify your generosity while easing your tax burdenThe potential benefits of leveraging Qualified Charitable Distributions to make an impactThe secrets to maintaining a consistent cash flow as you transition into retirement
With this episode, you're not just listening to advice; you're gearing up with actionable steps toward financial freedom and control.
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/

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. Opinions expressed by the
presenter may not be representative of Cetera Advisors Networks LLC, or CWM, LLC.

Discover the transformative power of relationships and their essential role in achieving true happiness with renowned psychologist Dr. Keith Witt. In a riveting discussion, we share the wisdom Dr. Witt's "Loving Completely," unraveling how health, wealth, wisdom, and joy are inexorably linked to our capacity for gratitude, a well-defined purpose, and the cultivation of deep connections. Prepare to be enlightened by our exploration of the universe's interconnectivity, the complexity that has blossomed since the Big Bang, and the profound impact that coherent, nurturing relationships can have on our intimate bonds and overall fulfillment.

Dr. Witt guides us through the intricacies of the human psyche, discussing the pivotal role of purpose and the exploration of our shadow selves. Our conversation ventures into the six moral foundations that shape us, particularly highlighting how the pursuit of sanctity informs our moral compass and influences growth and healing within relationships. Join us as we examine the delicate balance of individual aspiration against our deeply ingrained need for communion, akin to bees working in harmony within a hive, and how this balance is a cornerstone for societal advancement and personal enlightenment.

Wrapping up with the wisdom that only years of dedicated practice can bring, Dr. Witt imparts the profound realization that understanding our interconnectedness is the antidote to feelings of isolation. Our deep dive into the dynamics of defensive states in relationships reveals how empathy and awareness can transform conflicts into opportunities for empathy and growth. As we conclude this episode, the conversation sets the stage for future dialogues on regenerative capitalism and meaningful living, leaving you with contemplative insights into the essence of wealth and the incomparable value of relationships in crafting a life of fulfillment and prosperity.

Learn more about our guest, Dr. Keith Witt
Dr. Keith Witt is a Licensed Psychologist, teacher, and author who has lived and worked in Santa Barbara since 1973. He has conducted over 70,000 therapy sessions and published nine books, including Loving Completely, Shadow Light, and Integral Mindfulness. His books Waking up and Sessions were two of the first books on Integrally informed psychotherapy. In presentations and classes around the U.S. and internationally, Keith has explored love, therapy, interpersonal relationships, and development, from multiple perspectives, weaving neuroscience, Integral theory, wisdom traditions, and numerous forms of psychotherapy into a coherent cosmology of love and healing. Keith and his wife Becky have been together since 1973 and they have two grown children, Zoe and Ethan. Over the years Keith’s interests have included martial arts, tap dancing, surfing, tennis, and singing/songwriting with his band, Blown Head Gasket. You can find out more about Dr. Keith on his website drkeithwit.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/

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. Opinions expressed by the
presenter may not be representative of Cetera Advisors Networks LLC, or CWM, LLC.

Embark with us as my friend, permaculture savant Michael Judd, guides us through the enchanting transformation of a sprawling 145-acre property into a bastion of sustainability. Our discussion blossoms with insights on how nut trees are not merely an environmental boon but a conduit for financial prosperity. Michael, with his inexhaustible knowledge, illustrates how permaculture and edible landscaping intertwine to foster a living space that is as economically viable as it is green. His stories, steeped in the profound wisdom of indigenous communities, serve as a testament to the intimate relationship between our own vitality and the well-being of our planet.

As we traverse the symbiotic paths of eco-friendly living and personal wealth, the episode branches out into practical wisdom and the unexpected parallels with wealth management. I share my own revelation in planting over 500 nut trees, a journey that began with a passion for wildlife and morphed into an exploration of untapped economic potential. The conversation takes root in the rich soil of practical permaculture applications, like the creation of a Hugelkultur bed, while highlighting the importance of aligning investments with individual strengths and how an abundance mindset can cultivate both personal and ecological growth.

Closing the loop, Scott offers a crucial perspective, framing our discussion with a reminder that tailored advice is vital when navigating the financial landscape. This episode, while steeped in the lush foliage of permaculture, is firmly grounded in the understanding that every investment, including those in nut trees, carries inherent risks alongside their rewards. So, whether you have your hands in the earth or your eyes on your portfolio, join us for an episode that promises to seed your mind with ideas for a more sustainable and prosperous future.

Learn more about our guest, Michael Judd
Michael Judd has worked with agro-ecological and whole-system designs throughout the Americas for over two decades, focusing on applying permaculture and ecological design. His projects increase local food security and community health in both tropical and temperate growing regions. He is the founder of Ecologia Edible & Ecological Landscape Design, Project Bona Fide, an international nonprofit supporting agro-ecology research, and co-founder of SilvoCulture, a Maryland based nonprofit which is helping plant 1 million nut trees in the Mid-Atlantic region. He is also the author of ‘Edible Landscaping with a Permaculture Twist’, and ‘For the Love of PawPaws’. Michael’s work has been featured in The New York Times, The Guardian, The New Yorker, and BBC. Presenter for notable institutions such as the US Botanical Garden, Smithsonian, and Thomas Jefferson’s Monticello. Michael lives and his family live along the foothills of the Blue Ridge Mountains near Frederick, Maryland.
Read more about Michael’s books.




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/

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. Opinions expressed by the
presenter may not be representative of Cetera Advisors Networks LLC, or CWM, LLC.

We uncover the intersection of financial freedom and physical wellness on our latest Way2Wealth episode, and it's nothing short of an enlightening adventure, featuring the inspiring story of John Doolittle, a tenacious former Navy SEAL. John's shift from an aspirational jet pilot to a formidable warrior epitomizes resilience, and his post-service life reveals the wonders of Katsu, a groundbreaking fitness technology that has reshaped his approach to rehabilitation and wellness.
Topics we cover today are:
We delve into the world of fitness and discover the remarkable benefits of incorporating Katsu into our daily lives. We also dive into the intricacies of wealth management, where the importance of tailored financial advice takes center stage, and we learn that health truly is wealth
This episode is all about imparting knowledge and providing you with the tools and perspectives to lead a more empowered and balanced life. Join us for an episode replete with personal experience, expert insights, and actionable advice that will steer you toward a future of well-rounded prosperity.

Learn more about our guest, John Dolittle:

John, originally from Walnut Creek, California, served in the Navy for 25 years, primarily in the SEAL Teams. He earned a Bachelor of Science from the United States Air Force Academy in 1992 and a Master of Science from the Naval Postgraduate School in 2005. After retiring, he joined KAATSU Global, specializing in performance and recovery through a portable blood flow improvement device. John's diverse Navy career included hard-hat salvage diving, SEAL training, and leadership roles in various SEAL Teams. Notably, he led programs at U.S. Special Operations Command focused on preserving and enhancing the well-being of military personnel. During his Master's studies, he completed a solo swim across the English Channel to raise funds for the Navy SEAL Foundation. John and his wife, Katie, have three children. Now, he brings his leadership experience to KAATSU Global.

https://kaatsu.com/
https://kaatsuresources.com/
https://johndoolittle.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/

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. Opinions expressed by the
presenter may not be representative of Cetera Advisors Networks LLC, or CWM, LLC.