114 episodes

Many people who are financially wealthy are emotionally poor. Carson Wealth has a simple mission: to inspire clients to pursue their True Wealth—the things that money can’t buy and death can’t take away. Tune in to hear some of the most celebrated and respected financial advisors and executives in the industry share their insight and wisdom on how to live life by design, not default.

Wealth from Wisdom Carson Wealth

    • Business
    • 4.8 • 14 Ratings

Many people who are financially wealthy are emotionally poor. Carson Wealth has a simple mission: to inspire clients to pursue their True Wealth—the things that money can’t buy and death can’t take away. Tune in to hear some of the most celebrated and respected financial advisors and executives in the industry share their insight and wisdom on how to live life by design, not default.

    How to Teach Your Kids About Financial Planning

    How to Teach Your Kids About Financial Planning

    Do you remember your first lesson as a kid on how to take care of money? Getting that first crip $20 bill to start your own savings account or even filling that piggy bank with pennies – we all have memories of where our personal finance lessons started. 
    How do you teach your kids and grandkids these lessons? What conversations should you be having and when? Often, learning what not to do with money is just as important as knowing what to do with it.
    On this episode of Wealth From Wisdom, we’ll be talking about how kids and finance – from how to teach them those first lessons on handling money to leaving assets for them in your will and estate plan. 

    • 46 min
    Protecting Yourself in Retirement

    Protecting Yourself in Retirement

    “Retirement: It's nice to get out of the rat race, but you have to learn to get along with less cheese,” said comedian Gene Perrett. Your life slows down, you don’t have the demands of work and you can turn that alarm clock off for good, but now your concerns are different: where will that income come from? Will it last? What will my lifestyle be like?
    Like any other point in your financial journey, in fact even more so, retirement takes planning and strategy. You can’t depend on the “givens” – social security, Medicare, retirement distributions – to fully fund your retirement without some intentionality and planning. 
    On this episode of Wealth From Wisdom, we’re going to discuss not only how to plan for retirement, but how to plan for the retirement lifestyle you want – not just survival, but thriving in those years. 

    • 46 min
    How to Make Charitable Giving Part of Your Financial Plan

    How to Make Charitable Giving Part of Your Financial Plan

    The holidays are well on their way. People will be lining up to see Santa, the stores are selling out of turkey, and the economy is preparing for a well-needed injection of capital. 
    We’re in the fourth quarter, which is the giving quarter usually. Nearly one-third of all charitable giving happens in December alone. Around 12 percent of all giving happens in the last three days of the year. So not only are Walmart and Amazon gearing up for this season, but nonprofits and religious organizations are, as well. 
    On this episode of Wealth From Wisdom, we’re going to discuss how to give effectively. It seems simple on the surface, but it’s more complex than you think. Are you giving with a tax-aware, savings-aware strategy? Are you giving to the same causes you always have or do you need to re-think some of your approach? 

    • 46 min
    Leaving a Blazed Trail: Estate Planning for You and Your Family

    Leaving a Blazed Trail: Estate Planning for You and Your Family

    Wills, trusts and estate planning are complicated, involving legal issues, relationships and straight-up human personalities. There are entire careers made on the complexities and confusion of estate plans, probate and litigation that follows.
    I’m Paul West, and on this episode of Wealth From Wisdom, we’ll look at estate planning. How do wills and trusts work? How can you prepare in a way that will alleviate taxes, complexity and dysfunction for your family in the future? How do you leave a cleared trail as your legacy?

    • 46 min
    Understanding Wills and Trusts

    Understanding Wills and Trusts

    Leona Helmsley, a famous hotel owner known not-so-charitably as the “Queen of Mean” had a memorable will. Up until right before her death, she had wanted to leave her $8 billion estate to the care of the poor, but she changed it at the last minute to donate all the money to the care of dogs. 
    She specifically left $12 million to her pug, which resulted in kidnapping and death threats. She left less than that to her grandchildren. Needless to say, wills, trusts and estate planning are complicated, involving legal issues, relationships and straight-up human personalities. 
    On this episode of Wealth From Wisdom, we’ll look at understanding wills and trusts. How does estate and legacy planning work? How can you prepare in a way that will alleviate taxes, complexity and dysfunction for your family in the future?  

    • 46 min
    What Does Social Security Mean for Your Financial Plan?

    What Does Social Security Mean for Your Financial Plan?

    Germany was the first nation in the world to adopt a social insurance program for the elderly in the late 19th century. The program was brought about by a letter from Emperor William the First, who said, “those who are disabled from work by age and invalidity have a well-grounded claim to care from the state.” 
    The expectations of retirement, life span, income, economic stability and everything have changed since social security type programs were first put into place, yet Social Security remains a cornerstone of most of our retirement plans. 
    I’m Paul West, and today on Wealth From Wisdom, we’ll look at Social Security. Where does it come from and where is it potentially going? How do you get the most out of your benefits and shape your financial plan with Social Security in mind? 

    • 46 min

Customer Reviews

4.8 out of 5
14 Ratings

14 Ratings

No name 444 ,

Great financial advice!

I love this podcast! It’s so informative and the content backs what Wealth from Wisdom stands for - making the complex simple. For anyone looking for straightforward financial advice, I highly recommend this show.

BradJohnson25 ,

Wisdom from a pioneer in finance

The first book handed to me when I entered the financial services industry over a decade ago was "Tested in the Trenches" by Ron Carson and Steve Sanduski and what a blessing to have the blueprint for success in financial services land in my lap on day one. If you want to learn how to grow wealth, you are in the right place. - Brad Johnson host of The Elite Advisor Blueprint Podcast

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