Subscribe: iTunes / Spotify 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 the challenges of the Great Recession and the unique work culture shift from the East Coast to the West Coast. Paul’s…
Author: Carter Wilcoxson and Tim James
Subscribe: iTunes / Spotify 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 life transitions like retirement or the loss of a spouse. Lisa also discussed the transition to a fee-only model for…
Subscribe: iTunes / Spotify 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 industry. He talks about the fear of not understanding money, which initially drove him to learn about finance and help…
Subscribe: iTunes / Spotify 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 she became deeply involved in addressing the opioid crisis. Cheryl’s story began when she got married in 2011, and her husband…
Subscribe: iTunes / Spotify 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 preparer and a chartered advisor in philanthropy, making him well-equipped to navigate the intricacies of tax laws and charitable giving regulations. Patrick shared a captivating story about a unique…
Subscribe: iTunes / Spotify 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 them navigate the challenges of sports and life. He reflects on the role of ego in sports and how…
Subscribe: iTunes / Spotify In this episode of the Health and Wealth podcast, hosts Carter and Tim welcome their guest, Libby Griewe, of The Efficient Advisor podcast. The hosts and Libby discuss her journey from sports marketing to financial planning and the importance of authenticity in the industry. They also touch upon the evolution of technology in financial services. Libby, a financial planner, shares her journey into the industry, starting with her early interest in investing and her background in engineering physics. She talks about her experience working in sports marketing before ultimately pursuing financial planning. They discuss her target market, which unexpectedly…
Subscribe: iTunes / Spotify In this episode of The Health and Wealth podcast, hosts Carter Wilcoxson and Tim James sit down with their guest, Jeff Kothe, to delve into his journey in the financial services and marketing arena. Jeff shares how his career in insurance began during a challenging job market and his subsequent foray into Medicare supplements, life insurance, and annuities. He also discusses the motivation behind his shift towards helping others in the industry and shares success stories of assisting agents in improving their sales techniques. The conversation highlights the importance of suitability in the insurance industry and the challenges that…
Subscribe: iTunes / Spotify In this episode of the Health and Wealth podcast, hosted by Carter and Tim, they welcome Brion Crum, the VP of Wealth Development at Caliber Funds, to discuss his journey and experience in the financial services industry. Carter shares how he met Brion at an alliance campaign and attended a round table discussion with him, and they have been discussing having him on the podcast ever since. Brion talks about how growing up on a farm in Ohio and watching his father’s entrepreneurship made him realize the value of business ownership and investing in real estate. This realization drove…