The Way2Wealth®

Joey Klein, transformation expert and founder of Inner Matrix Systems, takes us on a journey that redefines wealth as wellbeing—a state of inner peace regardless of external circumstances.After surviving a near-death experience at 19 that jolted him from a self-destructive lifestyle, Joey embarked on a quest for authentic fulfillment. This path led him through Eastern wisdom traditions, intensive meditation training, and deep study of the nervous system's role in our emotional experience. The insights gained along this journey formed the foundation of Inner Matrix Systems, which has now trained nearly 90,000 people worldwide.Joey reveals the fundamental flaw in most approaches to personal development: they focus on thinking our way into new emotional states when our biology actually works in reverse. Our emotions dictate our thoughts and behaviors, not the other way around. By learning to work with our nervous system first, then emotions, then thoughts, we can create lasting transformation instead of temporary changes.This understanding revolutionizes how we approach relationships too. Joey's forthcoming book "Relationship Alchemy" outlines three critical components of thriving relationships: managing your own emotional state, nurturing the unique energy created between two people, and appropriately supporting (rather than trying to fix) the other person. When we make others responsible for how we feel or take responsibility for their emotions, relationships inevitably deteriorate.The conversation delves into the neuroscience supporting these concepts, explaining how chronic stress physically changes brain structure, while just weeks of proper training can rewire these patterns through neuroplasticity. Most importantly, Joey shares practical applications that listeners can implement immediately to experience greater peace, fulfillment, and authentic connection.Joey Klein, CEO & Founder of Inner Matrix SystemsAddress: 7631 Shaffer Pkwy STE A, Littleton, CO 80127Phone: (720) 446-5533ConnectYoutubeLinkedInInstagramFacebookReceive a complimentary Blindspot Training session with a Certified IM Trainer to discover what's holding you back and what to do about it. Sign up at: https://innermatrixsystems.com/ Get 5 special bonuses ($2,500 value) when you purchase his new book, Relationship Alchemy: A Practical Guide to Hear Past episodes of the Way2Wealth Podcast!https://theway2wealth.com Learn more about our Host, Scott Ford, Managing Director, Partner & Wealth Advisorhttps://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.

What good is financial wealth if you don't have the health to enjoy it? That's the question at the center of my eye-opening conversation with Lisa Brooking, CEO of Healthcode Medical. With her background as a critical care nurse and elite marathon runner, Lisa is transforming how we think about health—from reactive “sick care” to proactive wellness optimization.Lisa shares how traditional medicine often waits for symptoms to appear before acting, missing the chance to prevent disease altogether. At Healthcode Medical, her team treats health as a vital asset class, applying strategies similar to wealth management: early detection, ongoing monitoring, and personalized planning.Their cutting-edge diagnostics—from advanced brain scans to specialized MRIs—create a deep baseline to catch issues early and optimize wellness. Lisa's most powerful insight? That poor health quietly restricts your freedom—limiting travel, activity, and quality of life. True luxury, she argues, isn't material—it's the vibrant health to fully enjoy your life.This philosophy mirrors my own approach to managing wealth: be proactive, informed, and intentional. Healthcode's efficient, boutique two-day assessment equips clients with actionable insights and continuous support for sustainable change.Want to invest in your greatest asset—your health? Connect with Lisa and her team at Healthcode to see how strategic health planning can transform your future.About Our GuestCEO of Healthcode Medical, Lisa is a dynamic and engaging health care leader with a proven track record in both the private and public sectors. Lisa holds a deep understanding of the health care sector rooted in a progressive career starting as a critical care nurse. She is passionate about high quality person-centred care and her commitment to prioritize the well-being of patients. She received the 2015 Young Women of the Year Award from the Orillia Business Women's Association, later renamed in her honor to the Lisa Brooking Young Women of the Year Award, which is presented annually.Lisa is also a world-ranked distance runner with numerous podium finishes. Most recently, she was the 2022 winner of the Miami Half-Marathon and placed second at the 2023 Vancouver Half-Marathon.Lisa Brooking, CEO of Healthcode Medical1285 W BroadwayVancouver, BC V6H 3X8, Canada604-283-9811Website: www.healthcode.caLinkedIn: www.linkedin.com/company/healthcodemedicalInstagram: Healthcode MedicalHear Past episodes of the Way2Wealth Podcast!https://theway2wealth.com Learn more about our Host, Scott Ford, Managing Director, Partner & Wealth Advisorhttps://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.

Stephanie Walters, CEO of Erbe Wealth, reveals how the affluent approach money differently and shares actionable wealth-building strategies that challenge conventional financial wisdom. We uncover the myths that keep most people from building true wealth and explore why cashflow and control are the ultimate financial goals.• The wealthy utilize money actively rather than just accumulating it• Most Americans don't realize they're paying 2-3% in hidden 401(k) fees that devastate returns• Tax diversification is critical with tax-free buckets ideally being your largest asset pool• Premium-financed life insurance offers tax-free growth with market upside protection• Wealthy investors prioritize avoiding losses over chasing high returns• Understanding your unique "Way to Wealth DNA" helps align investments with your values and skills• The dangerous math of investment losses: a 25% drop requires a 50% gain to recover• Control comes from investing in things you understand rather than anonymous market fundsGet Stephanie's free book "Shattering Money Myths" at erbewealth.com and learn more about approaching wealth like the affluent do.About Our GuestOver years of working with her investors, Stephanie discovered that the very wealthy view and use money differently than the rest of us; they actively have their money working for them -- sometimes at several places at the same time! Stephanie realized these strategies can be used by anyone, not just the rich. Her passion is teaching people to “unlearn” what most of us have been wired to think about money and re-educating people on attaining wealth that can be passed onto the next generation.Stephanie Walters, CEO of Erbe Wealth3705 Kipling Street, Suite 203 Wheat Ridge, CO 80033303-995-0928LinkedIn: https://www.linkedin.com/in/stephanie-walter-057594196/  Facebook: https://www.facebook.com/erbewealthHear Past episodes of the Way2Wealth Podcast!https://theway2wealth.com Learn more about our Host, Scott Ford, Managing Director, Partner & Wealth Advisorhttps://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.

Dreams are an evolutionary intelligent process that can offer the most incisive guidance in our lives, functioning like a trusted friend who will tell us truths no one else will, including our untapped potential. Dr. Lynn Worley shares how understanding and working with dreams transformed his life and can help others achieve true well-being—the root meaning of wealth.• Dreams occur for about two hours every night, though most people only remember seconds• Nightmares, particularly those related to trauma, are actually attempting to help heal us• Moral injury—trauma from violating one's conscience—often causes deeper suffering than fear-based PTSD• Unprocessed trauma creates an overactive nervous system that requires energy to maintain• Finding someone you trust to listen deeply is critical for healing emotional wounds• Dreams speak symbolically and require interpretation to understand their messages• Mental health will likely be our biggest global challenge in the coming decade• Dream work offers a pathway to greater freedom by releasing unconscious patternsTo learn more about evolutionary dreaming and watch Dr. Lynn Worley's film "Dreaming to Heal PTSD and Moral Injury" for free, visit evolutionarydreaming.com.Get to know our guest, Len Worley:Over the last thirty years, I have worked as a psychologist, marriage and family therapist, Rolfing bodyworker, and dream researcher and mentor. I obtained my Ph.D. in Counseling Psychology from Florida State University in 1981.I currently spend most of my time writing and creating films to inspire and educate about the wisdom available in dreams. I also mentor those who wish to master the skills of dreamwork, devoting a few hours each week to online consultations for individuals and small groups. Along with dreamwork, I offer guidance for those wishing to solve a life conundrum or simply get more from life.Connect:LinkedInInstagramFacebookLen Worley, PhDFounder, Evolutionary Dreaming602 Kinney Ave, Austin, TX 78704(512) 701-2831Hear Past episodes of the Way2Wealth Podcast!https://theway2wealth.com Learn more about our Host, Scott Ford, Managing Director, Partner & Wealth Advisorhttps://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.

David Alcott of Samurai Success shares his transformative approach to wealth creation through authentic self-knowledge and intentional reprogramming of the subconscious mind.• The wealthy and successful know exactly who they are and refuse to be talked out of it• True wealth creation begins with a "be-do-have" strategy rather than the common "do-have-be" approach• Money is simply energy—focus on mastery and the money naturally follows• 95% of our actions come from subconscious programming that can be intentionally redesigned• Most successful investors focus on their unique abilities rather than chasing money directly• Saying "no" becomes essential when you clearly know who you are and where you're going• Your destiny isn't predetermined—you can recreate yourself anew at any age• Writing down who you want to be in different life areas helps reprogram your subconscious• Congruency between beliefs and actions creates the authentic energy others respond toDavid OlcottCEO of Samurai Success, Inc.1090 S. Wadsworth Blvd., Suite C-181 Lakewood, CO 80226Phone: (303) 758-9567For more information, find David's book "Swords of Illumination" on Amazon or connect with him on Facebook, Instagram, and LinkedIn.Hear Past episodes of the Way2Wealth Podcast!https://theway2wealth.com Learn more about our Host, Scott Ford, Managing Director, Partner & Wealth Advisorhttps://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.

Unlocking the path to personal and financial success often requires diving deep into our past. In this engaging episode of the Way to Wealth, we're joined by the dynamic Coach Dan Gordon, who shares his rollercoaster journey from the brink of bankruptcy to thriving as an entrepreneur. Through storytelling and insightful commentary, we uncover how childhood trauma shapes our experiences, sparking a lively discussion on the importance of self-reflection and emotional health in entrepreneurship.Dan opens up about the lessons learned from losing his marketing company, emphasizing the critical importance of being true to oneself and aligning business endeavors with genuine passions. The conversation expands to the often-overlooked but vital skill of selling, as Dan reframes sales as an opportunity for personal and relational growth rather than a dreaded chore. He shares practical strategies for engaging authentically with clients and overcoming the stigma often associated with selling.Get ready to shift your perspective and embrace the healing required to thrive. Tune in and discover how listening to your inner voice and confronting your past can lead to monumental breakthroughs in both your personal and professional life. Let's embark on this enlightening journey together! Don't forget to subscribe and share your thoughts with us!Text "CALM" to (213) 409-8366 for a free trial of NuCalm.Text "SALES" to (213) 409-8366 for access to the free eBook "10 Tips for Making Super Easy Sales"Text "HELP" to (213) 409-8366 for a free 15 minute consultation with Coach Dan GordonGet to know our guest, Coach Dan Gordon:In 2016, Coach Dan Gordon made a single mistake that bankrupted his marketing company. After losing his company and $80,000, Coach Dan found himself at a personal crossroads. Turning his despair into determination, he embarked on a mission to completely transform his life. Eight months later, Coach Dan walked out on stage in Dallas, Texas, being paid $10,000 for his first professional speaking gig. From there, his life skyrocketed. Today, Coach Dan takes badass entrepreneurs on their own journey of bold transformation. Under this guidance, they expand their income, leadership, and sheer passion for life. If you want to release your inner badass and experience life unlimited, then you're absolutely going to want to listen to what Coach Dan Gordon has to say. Dan Gordon Enterprise LLC7190 W Sunset Blvd, Suite 33ALos Angeles, CA 90046Connect:dangordonenterprise.comHear Past episodes of the Way2Wealth Podcast!https://theway2wealth.com Learn more about our Host, Scott Ford, Managing Director, Partner & Wealth Advisorhttps://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.

Unlocking the secrets of health and well-being inspires our conversation around healthy aging. We discuss how health ties into financial wealth and personal fulfillment, emphasizing the importance of functional medicine. Dr. Kogan shares insight from his medical journey and how it shapes his current practice.• Importance of understanding the relationship between health and wealth • Functional medicine as a pathway to better living • Personal health journeys and their impact on professional choices • Exploring misconceptions surrounding biohacking and modern medicine • The mental and emotional factors that contribute to healthy aging • Why passion plays a key role in maintaining health • Investing in foundational health practices over trends • The connection between longevity and quality of life • Clarifying the significance of personalized health assessments Learn more about our guest:Mikhail Kogan, MD, ABIOM, RCSTGW Center for Integrative Medicine  908 New Hampshire Ave NW Suite #200Washington D.C. 20037Office phone: 202-833-5055Office fax: 202-833-5755mkogan@mfa.gwu.eduHear Past episodes of the Way2Wealth Podcast!https://theway2wealth.com Learn more about our Host, Scott Ford, Managing Director, Partner & Wealth Advisorhttps://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.

Unlock the secrets to smarter financial decisions as Darren Miller from Foundations Insurance and Eric Michalski from our Atlanta office join the Way to Wealth podcast to redefine the role of insurance in wealth management. Say goodbye to the outdated notion that lower premiums equate to better value. Discover how understanding your true insurable interest and exposure can lead to more comprehensive protection strategies that not only safeguard but also enhance your wealth.Explore the intricate relationship between wealth strategy and property and casualty insurance, where focusing solely on cost can lead to costly mistakes. We discuss the power of teamwork in constructing a robust wealth plan that maximizes insurance coverage. Through personal anecdotes, we reveal how strategic coverage can prevent the pitfalls of underinsurance, turning unexpected claims into opportunities for financial savings. Learn how asking the right questions to your insurance agents can shift your focus from price to protection.Equip yourself with the tools to master the insurance review process and optimize your coverage. By examining declaration pages and understanding potential exposures, you'll gain the confidence to engage in meaningful discussions with your insurance provider. Overcome the challenges posed by resistant agents and appreciate the process as an essential, cost-free opportunity to enhance your financial security. This episode is your guide to integrating insurance into your wealth management strategy, providing you with peace of mind and a path to financial freedom.Learn more about our guests:Darron Miller takes a fresh approach to insurance planning when working with his clients. Instead of focusing solely on minimizing premiums, he works on the bigger picture of maximized insurance. When you nickel and dime on the front end of insurance, it can cause issues later on when you need good coverage. Darron has seen poor insurance coverage affect many people, but he has also seen how comprehensive protection can save a person and their family untold amounts of financial stress.Owner, Foundations Insurance139 North Hunters Grove Lane, Suite #307Lehi, Utah 84043----Eric Michalski is a Partner and Wealth Advisor based in Atlanta, Georgia, who has been with Carson Wealth Atlanta since 2011. With a B.S. in Finance from Arizona State University and a CERTIFIED FINANCIAL PLANNER® designation from UGA's Terry College of Business, he has been in the financial services industry since 1999. His career spans roles in trading and relationship management at firms likeHear Past episodes of the Way2Wealth Podcast!https://theway2wealth.com Learn more about our Host, Scott Ford, Managing Director, Partner & Wealth Advisorhttps://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.

Our latest podcast episode explores the transformative potential of leadership and the journey toward infinite entrepreneurship with Brandon Allen. We dive into themes of clarity in personal desires, the importance of empowering teams, navigating the complexities of accountability, and overcoming scarcity mindsets to foster an abundant life.• Importance of clarity in personal desires  • The concept of infinite entrepreneurship and its four pillars  • Navigating the tension between control and team empowerment  • The cyclical nature of accountability in leadership  • Transforming scarcity mindsets into an abundance mentality  • The continuous journey of personal and professional growth  • Resources for further engagement and self-discovery  Learn more about our guest, Brandon Allen:For 25 years Brandon has worked with leaders to help them organize their work life and transform their relationships by helping them see what they can't see and do what they didn't think possible. He is the founder of New Work Revolution and works with leaders of all kinds to create a path for simple, effective leadership.When not coaching or training, Brandon, along with my wife and 4 daughters, live in Salt Lake City, Utah. When asked to describe himself, he will tell you that he is “funny, charming, interesting, and handsome,” all of which claims are highly questionable other than the first. Brandon enjoys running, sports, music, hanging out with family, and reading when he is not busy helping others capitalize on their potential.https://www.newworkrevolution.comhttps://www.linkedin.com/in/brandonrallen/https://www.youtube.com/channel/UC8lBSCEL9XfD0yfKNqK4Nxghttps://www.instagram.com/newworkrevolution/Hear Past episodes of the Way2Wealth Podcast!https://theway2wealth.comLearn more about our Host, Scott Ford, Managing Director, Partner & Wealth Advisorhttps://www.carsonwealth.com/team-members/scott-ford/Cetera Advisor Networks LLC exclusivly provides investment products and services through its representatives. Although Cetera deos not provide tax or legal advice, or supervise tax, accounting or legal services. Cetera representatives may offer these services through their independent outside business, This information is not intended as tax or legal advice.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.

Understanding your investments is key to making confident financial decisions that align with your long-term goals.This week's episode explores the growth bucket strategy - a systematic approach to managing long-term investments designed to help combat inflation while maintaining focus on your values and objectives. Our team of wealth advisors shares insights on diversification strategies, tax efficiency considerations, and the importance of maintaining perspective during market volatility.We discuss how proper allocation across different investment vehicles - from traditional stocks and bonds to private equity opportunities - can help create a resilient portfolio aligned with your time horizon. The conversation emphasizes understanding what you own and why you own it, drawing inspiration from successful long-term investors.This is a great discussion of practical approaches to structuring your growth investments and strategies for maintaining conviction through market cycles. Key TakeawaysStructure investments using the bucket approach: foundation first, then savings, income, and finally growth for 10+ year timeframesConsider tax-efficient placement of assets across accounts (HSAs, Roth, taxable) to optimize after-tax returnsExamine international and emerging market opportunities to diversify beyond U.S. marketsEvaluate alternative investments like private equity when appropriate for additional portfolio diversificationFocus on owning quality companies for their future cash flows rather than short-term price movementsMaintain a consistent investment strategy through market cycles by understanding what you ownHear Past episodes of the Way2Wealth Podcast!https://theway2wealth.comLearn more about our Host, Scott Ford, Managing Director, Partner & Wealth Advisorhttps://www.carsonwealth.com/team-members/scott-ford/Cetera Advisor Networks LLC exclusivly provides investment products and services through its representatives. Although Cetera deos not provide tax or legal advice, or supervise tax, accounting or legal services. Cetera representatives may offer these services through their independent outside business, This information is not intended as tax or legal advice.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.

Smart tax planning starts with understanding your current position and identifying opportunities that match your situation.In this episode, Scott Ford and team members Jeff Socha - CEO & Founder, Socha Capital Wealth Strategies, Ashley Sowers - Partner, Wealth Advisor, Brian Staples - Wealth Advisor,  and John Saunders - Partner, Wealth Advisor, break down tax planning approaches across three asset tiers: $500k-2M, $2M-10M, and $10M+. We explore foundational concepts like qualified plans and itemized deductions while highlighting business-owner-specific strategies.The discussion reveals how proactive planning early in the year opens up more options compared to reactive December moves. The team shares real examples of coordination between business structure, retirement accounts, and charitable giving that can help create tax efficiency without unnecessary complexity.The conversation reinforces that effective tax planning isn't about chasing exotic strategies or quick fixes. It's about methodically reviewing options, understanding which ones align with your goals, and implementing them consistently over time. As one team member notes, "Small hinges swing big doors."Highlights:How qualified plans and cash value life insurance work together as complementary planning toolsThe tax implications of the 2025 sunset provisions and what that means for planning windowsUsing tax-advantaged accounts - understanding the differences between tax-deferred, taxable and tax-free optionsBusiness entity selection impacts - comparing structures like S-Corps, partnerships and C-Corps for tax treatmentIncome shifting strategies for business owners, including legitimate ways to engage family members in business operationsThe value of proactive planning versus reactive December tax moves, including the "Augusta Rule" for business owners---Jeff Socha is not an affiliate of Cetera Advisor Networks, LLC or CWM, LLC.Hear Past episodes of the Way2Wealth Podcast!https://theway2wealth.comLearn more about our Host, Scott Ford, Managing Director, Partner & Wealth Advisorhttps://www.carsonwealth.com/team-members/scott-ford/Cetera Advisor Networks LLC exclusivly provides investment products and services through its representatives. Although Cetera deos not provide tax or legal advice, or supervise tax, accounting or legal services. Cetera representatives may offer these services through their independent outside business, This information is not intended as tax or legal advice.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.

Today I want to share a great conversation I had earlier this year with Kevin Thompson on his 'Million Dollar Relationships' podcast, sharing my thoughts on financial freedom and personal growth.It was a great opportunity to share my journey from witnessing my parents' bankruptcy to becoming a leading wealth advisor and founding the organization we have today.I'm passionate about helping people fully live their lives today, without waiting for a distant future, and the show dives into my philosophy of not only financial wisdom, but the incredible impact of connections.This episode also explores how personal healing and self-work are crucial steps for meaningful relationships and how my "I will be" model, is a powerful mindset for entrepreneurs aiming to make a lasting difference in their communities and beyond. Key Takeaways:Discover how my childhood experience of my bankruptcy ignited his mission to simplify financial management and help others achieve financial freedom.I talk about my transition from working in insurance to founding Cornerstone in 1996, providing comprehensive family office services for entrepreneurs and business owners.Hear how influential mentors like Tony Robbins and WWII veteran Art Stamates shaped my perspective on life and the importance of loving people.We explore the profound spiritual experiences I shared with my children and how these moments have deeply impacted our relationships and personal growth.I talk about my holistic approach to personal and communal development through the "I will be" model, emphasizing the importance of self-work for meaningful relationships and impactful philanthropy.We discuss the importance of not waiting for a distant future to live your life fully, but rather finding ways to enjoy and make the most of today.Join me for a great conversation that merges financial insight with the heartwarming power of human connection.Hear Past episodes of the Way2Wealth Podcast!https://theway2wealth.comLearn more about our Host, Scott Ford, Managing Director, Partner & Wealth Advisorhttps://www.carsonwealth.com/team-members/scott-ford/Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory servicesoffered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is underseparate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwidepartnership of advisors. 19833 Leitersburg Pike, Suite 1 Hagerstown, MD 21742. Opinions expressed by thepresenter may not be representative of Cetera Advisors Networks LLC, or CWM, LLC.

Are you ready to redefine your financial future and solidify your path to wealth? That's precisely the journey we embark on in our latest Way2Wealth podcast. With the experience of Andrew Stratton (Client Services Associate), Jeremy Day (Wealth Advisor), and Scott Toms (Partner, Wealth Advisor), we dissect the art of strategic savings and the underrated power of the war chest—your ultimate financial safeguard and opportunity reserve. We'll critique the common investment-centric mindset and champion a fortified financial base as your starting line in the race toward financial freedom.Key Takeaways:It's not just about saving; it's about mastering the three-bucket strategy that ensures you're prepared for today, tomorrow, and the distant future. Learn the nuances of liquidity and the hidden gems in cash equivalents Navigate the delicate balance of asset distribution, Arm yourself with the practical wisdom needed to protect and grow your fortune. The crucial role of the savings bucket for those eyeing retirement, our conversation pivots to the calculated distribution of assets that shelters you from sequence of returns risk. Let's not just plan for wealth; let's build a foundation that can withstand the tests of time and opportunity. Join us for a session that promises to transform your approach to savings and wealth management.Hear Past episodes of the Way2Wealth Podcast!https://theway2wealth.comLearn more about our Host, Scott Ford, Managing Director, Partner & Wealth Advisorhttps://www.carsonwealth.com/team-members/scott-ford/Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory servicesoffered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is underseparate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwidepartnership of advisors. 19833 Leitersburg Pike, Suite 1 Hagerstown, MD 21742. Opinions expressed by thepresenter may not be representative of Cetera Advisors Networks LLC, or CWM, LLC.

Unlock the secrets to securing your wealth and ensuring your financial future with our riveting discussion on asset protection and estate planning. Joined by the inimitable Jonathan 'Cub' Mullins (Wealth Advisor), the astute Alexis Bush (Wealth Advisor) from our Hagerstown, Maryland office, and the ever-insightful Bob Keebler (Partner,  Keebler Associates), we dissect the critical strategies that go far beyond mere insurance. Uncover the pivotal importance of structuring your assets to ward off risks, learn about leveraging legal entities like LLCs, and delve into strategic debt usage - all to safeguard your hard-earned wealth from unforeseen threats.Key Takeaways:Hear real-world stories that illustrate the costly pitfalls of common mistakes and the power of trust structures and corporate trustees. Our panel experts guide you through the maze, spotlighting the benefits of juridical tactfulness in asset protection, as exemplified by the advantageous laws of states like Wyoming and Nevada. Learn strategies specifically tailored to shield your business in a volatile economic climate. Discover how multiple LLCs, strategic inter-family lending, and comprehensive insurance policies lay the groundwork for robust asset protection. Join us for this invaluable lesson in protecting both personal and business wealth, underscored by the critical roles of financial planners and lawyers, and leave with the confidence to navigate the complex landscape of asset protection.Hear Past episodes of the Way2Wealth Podcast!https://theway2wealth.comLearn more about our Host, Scott Ford, Managing Director, Partner & Wealth Advisorhttps://www.carsonwealth.com/team-members/scott-ford/Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory servicesoffered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is underseparate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwidepartnership of advisors. 19833 Leitersburg Pike, Suite 1 Hagerstown, MD 21742. Opinions expressed by thepresenter may not be representative of Cetera Advisors Networks LLC, or CWM, LLC.

Unlock the secret to a financial strategy that evolves with you, as we gather insights from a team of finance ninjas; Scott Toms (Partner, Wealth Advisor), Ashley Sowers (Partner, Wealth Advisor), Jake Stone (Partner, Wealth Advisor), and Sam Wilkerson (Partner, Wealth Advisor). Together, we debunk the myth of the lone financial advisor and showcase the unparalleled strength of a synergistic team. By tapping into the collective expertise of various professionals, we reveal how a robust dream team approach can lead to a more comprehensive understanding of your financial landscape. Just imagine the confidence you'll gain knowing that every angle of your wealth management is scrutinized by specialists who treat your financial goals as their own.Key Takeaways:Learn why a financial quarterback could be the game-changer in aligning your wealth strategy with substanceHow proactive, silo-breaking communication can adapt to life's twists and turns. We're pulling back the curtain on strategies to vet potential team members, emphasizing the importance of ego-free collaboration for your benefit. It's a masterclass in assembling your dream financial team—once a privilege reserved for the ultra-wealthy, now within your grasp. Join us for a journey to financial wisdom where collaboration is king and your financial confidence is the ultimate prize.Hear Past episodes of the Way2Wealth Podcast!https://theway2wealth.comLearn more about our Host, Scott Ford, Managing Director, Partner & Wealth Advisorhttps://www.carsonwealth.com/team-members/scott-ford/Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory servicesoffered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is underseparate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwidepartnership of advisors. 19833 Leitersburg Pike, Suite 1 Hagerstown, MD 21742. Opinions expressed by thepresenter may not be representative of Cetera Advisors Networks LLC, or CWM, LLC.

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.comLearn more about our Host, Scott Ford, Managing Director, Partner & Wealth Advisorhttps://www.carsonwealth.com/team-members/scott-ford/Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory servicesoffered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is underseparate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwidepartnership of advisors. 19833 Leitersburg Pike, Suite 1 Hagerstown, MD 21742. Opinions expressed by thepresenter 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.comLearn more about our Host, Scott Ford, Managing Director, Partner & Wealth Advisorhttps://www.carsonwealth.com/team-members/scott-ford/Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory servicesoffered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is underseparate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwidepartnership of advisors. 19833 Leitersburg Pike, Suite 1 Hagerstown, MD 21742. Opinions expressed by thepresenter 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 retirementWith 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.comLearn more about our Host, Scott Ford, Managing Director, Partner & Wealth Advisorhttps://www.carsonwealth.com/team-members/scott-ford/Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory servicesoffered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is underseparate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwidepartnership of advisors. 19833 Leitersburg Pike, Suite 1 Hagerstown, MD 21742. Opinions expressed by thepresenter 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 WittDr. Keith Wit 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.comLearn more about our Host, Scott Ford, Managing Director, Partner & Wealth Advisorhttps://www.carsonwealth.com/team-members/scott-ford/Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory servicesoffered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is underseparate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwidepartnership of advisors. 19833 Leitersburg Pike, Suite 1 Hagerstown, MD 21742. Opinions expressed by thepresenter 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 JuddMichael 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.comLearn more about our Host, Scott Ford, Managing Director, Partner & Wealth Advisorhttps://www.carsonwealth.com/team-members/scott-ford/Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory servicesoffered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is underseparate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwidepartnership of advisors. 19833 Leitersburg Pike, Suite 1 Hagerstown, MD 21742. Opinions expressed by thepresenter 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 wealthThis 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.comLearn more about our Host, Scott Ford, Managing Director, Partner & Wealth Advisorhttps://www.carsonwealth.com/team-members/scott-ford/Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory servicesoffered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is underseparate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwidepartnership of advisors. 19833 Leitersburg Pike, Suite 1 Hagerstown, MD 21742. Opinions expressed by thepresenter may not be representative of Cetera Advisors Networks LLC, or CWM, LLC.

Get ready to navigate the often-overlooked waters of exit planning with the expertise of Bonnie Bailey, a seasoned Certified Exit Planning Advisor who makes her return to The Way2Wealth podcast. She brings a treasure trove of wisdom to the table, emphasizing the significance of having an exit strategy that is as robust as your business plan. This episode promises to equip you with the perspective and tools needed to ensure that when you're ready to step away from your business, you do it on your own terms, with financial freedom and the ability to pursue personal and philanthropic passions in your sights.We also take a heartfelt look at the emotional rollercoaster entrepreneurs face when detaching their identity from their business. It's a candid exploration of the 'freedom from' versus 'freedom to' motivations that drive business owners, urging a deeper understanding that goes beyond profit margins. Additionally, we shed light on the strategic advantages of regular business valuations, not only as a measure of your company's financial health but also as a way to stay aligned with your life's goals. With Bonnie's insights, this episode is as much about strengthening the foundation of your business as it is about fortifying your journey toward growth and fulfillment.Learn more about Bonnie here.Hear Past episodes of the Way2Wealth Podcast!https://theway2wealth.comLearn more about our Host, Scott Ford, Managing Director, Partner & Wealth Advisorhttps://www.carsonwealth.com/team-members/scott-ford/Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory servicesoffered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is underseparate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwidepartnership of advisors. 19833 Leitersburg Pike, Suite 1 Hagerstown, MD 21742. Opinions expressed by thepresenter may not be representative of Cetera Advisors Networks LLC, or CWM, LLC.

This week, we chat with Travis Steffens, a man whose life reads like an adventure novel. In our chat, we uncovered the fascinating synergy between breathwork and capitalism that's reshaping our understanding of wealth. From the rugged terrains of a Colorado ranch to the zenith of real estate success, Travis's journey through the creation of the Breath Source app illuminates the path to financial clarity and simplicity. In the conversation, we dive into three main subjects:The relationship between health and wealthRevolutionary ways we can approach societal challenges like homelessness, with a twist on how environment and psychology intertwine to affect change at a cellular level. The relationship between inspiring a sense of significance and belonging and societal transformation. Be prepared to have your thoughts provoked and your vision for a wealthier life—inside and out—expanded far beyond the bank account.More about our guest, Travis Steffens:Travis Steffens' journey began on a Colorado ranch, shaping his commitment to healing. His path led through real estate and a deep connection with the forgotten. Transforming lives in slum-lord areas, he hired and rehabilitated the homeless, inspired by teachings from Dr. Joe Dispenza and Dr. Bruce Lipton.Breathwork emerged as a powerful tool. Teaching it to his team during renovations, Travis saw its impact and created The Breath Source app. Within three years, it became the first Breathwork Marketplace app, uniting 20,000 users globally with 56 leading Breath Masters.Now, The Breath Source isn't just an app; it's a community revolution, offering exclusive content and a new approach to health and wellness. Travis's journey stands as a testament to compassion, innovation, and the transformative power of the human breath, inspiring a Conscious Capitalist difference at the cellular level and beyond.Learn more about Travis and the Breath Source App here.Hear Past episodes of the Way2Wealth Podcast!https://theway2wealth.comLearn more about our Host, Scott Ford, Managing Director, Partner & Wealth Advisorhttps://www.carsonwealth.com/team-members/scott-ford/Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory servicesoffered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is underseparate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwidepartnership of advisors. 19833 Leitersburg Pike, Suite 1 Hagerstown, MD 21742. Opinions expressed by thepresenter may not be representative of Cetera Advisors Networks LLC, or CWM, LLC.

Unlock the secrets to a life that thrives in both wealth and wellness as we sit down with Jared Yellin, the visionary entrepreneur behind Project 10K, who shares his journey toward entrepreneurial freedom. When Jared was just 20, a defining moment catapulted him toward the creation of a life where business success, personal health, and strong relationships are not mutually exclusive but a unified goal. His story, woven throughout our conversation, offers an inspiring blueprint for those aiming to achieve success without sacrificing the non-negotiable values that make us who we are. Today, we discuss all this plus:The concept of opportunity cost; examining how strategic time management in our professional and personal lives can lead to profound growthJared's Life Audit process; a method for evaluating how our actions contribute to our goalsHow data-driven decision-making can propel a business forwardIn the world of software development, we explore the impact of capital investment and the rise of capital-efficient firms that challenge traditional investment models. Join us as we uncover how to let data lead the way in business, making emotionless, KPI-driven choices that optimize time, our most precious asset, and how this approach can bring your entrepreneurial aspirations to fruition.To learn more about our guest, Jared Yellin, Founder and CEO of Project 10K, please head to www.project10k.comHear Past episodes of the Way2Wealth Podcast!https://theway2wealth.comLearn more about our Host, Scott Ford, Managing Director, Partner & Wealth Advisorhttps://www.carsonwealth.com/team-members/scott-ford/Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory servicesoffered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is underseparate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwidepartnership of advisors. 19833 Leitersburg Pike, Suite 1 Hagerstown, MD 21742. Opinions expressed by thepresenter may not be representative of Cetera Advisors Networks LLC, or CWM, LLC.

Are you looking for ways to increase your cash flow without making major lifestyle changes? You're in the right place! Joined by Tim Yurek, a financial specialist with a unique approach to money management, we uncover the secrets of amplifying cash flow. Tim shares his inspirational journey and offers invaluable advice on how you can control your finances to achieve financial independence.In today's show:We dismantle the widely held belief that paying off a mortgage early is the holy grail of financial planning; We stress the importance of acknowledging your needs and employing cash flow to meet them, rather than elevating your lifestyle. We depict how conventional financial advice can sometimes hinder cash flow. We discuss the two sides of the concept of infinite banking To learn more about our guest Tim Yurek and Tier 1 Capital, please head to https://tier1capital.com/gift/YoutubeLinkedinInstagramFacebookHear Past episodes of the Way2Wealth Podcast!https://theway2wealth.comLearn more about our Host, Scott Ford, Managing Director, Partner & Wealth Advisorhttps://www.carsonwealth.com/team-members/scott-ford/Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory servicesoffered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is underseparate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwidepartnership of advisors. 19833 Leitersburg Pike, Suite 1 Hagerstown, MD 21742. Opinions expressed by thepresenter may not be representative of Cetera Advisors Networks LLC, or CWM, LLC.

Master the art of navigating through the complex world of divorce financial planning in our exclusive conversation with Certified Divorce Financial Analyst (CDFA), Sam Wilkerson. Promising a wealth of knowledge, Sam shares his journey from an analyst to a relationship-focused advisor, shedding light on the value advisors bring to their clients. With a focus on the crucial role of financial planning, we explore the distinctions between fee-based fiduciary services and commission-based product sales, offering insights to help listeners make informed decisions about their financial future.In today's episode we discuss:The nuances of budget creation, asset protection, and handling complicated financial instruments during a divorce. The importance of understanding the emotional and financial needs of clients during such a critical time as divorce The significant role a CDFA can play in mediating this process. Tune in to discover invaluable resources that can make the journey through divorce a little smoother and a lot less daunting.Learn more about our guest, Sam Wilkerson hereLinkedinHear Past episodes of the Way2Wealth Podcast!https://theway2wealth.comLearn more about our Host, Scott Ford, Managing Director, Partner & Wealth Advisorhttps://www.carsonwealth.com/team-members/scott-ford/Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory servicesoffered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is underseparate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwidepartnership of advisors. 19833 Leitersburg Pike, Suite 1 Hagerstown, MD 21742. Opinions expressed by thepresenter may not be representative of Cetera Advisors Networks LLC, or CWM, LLC.

Do you yearn to know the secret of maintaining vitality and energy even at the age of 70? Well, we've got Steve Maxwell, a renowned mentor and coach in physical wellness, who spills the beans on how prioritizing health over business success can serve as a catalyst for wealth, wisdom, and happiness. Indeed, without health, all other ambitions become secondary. Get ready to uncover the importance of investing time and energy into your personal wellbeing and how it lays the foundation for all facets of life.In today's show:Steve shares his relationship with money, how his upbringing and early experiences have shaped it, and how a simple lifestyle and faith serve as his source of abundance. We hear why Steve champions the significance of weight training, high-intensity interval training, and cold exposure for preserving muscle mass and overall health. How exerciuse can be affordableThe real value of treating others well. It's fascinating how our relationships often mirror our own behavior and attitudes. Learn more about Stevemaxwellsc.comInstagramX (The Platform Formerly Known as Twitter)FacebookHear Past episodes of the Way2Wealth Podcast! https://theway2wealth.com Learn more about our Host, Scott Ford 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. Guests are not affiliated with Cetera Advisors Networks LLC, or CWM, LLC. Opinions expressed by the presenter may not be representative of Cetera Advisors Networks LLC, or CWM, LLC.

Ever wondered what it takes to understand the nitty-gritty of relationships? Join us as we unravel the secrets with none other than John Gray, the renowned author of "Men are from Mars, Women are from Venus". In this episode:Learn the complexities of romantic relationships. Listen in as we explore the intriguing aspects of gender differences, and the chemistry of happiness. Women, we talk about how gratitude can balance your hormones, and men, you'll discover how having a sense of purpose affects your testosterone levels. It's not just about personal relations; we also navigate through the financial aspect of our lives. John shares his entrepreneurial experience and valuable advice on investing in oneself.About Our GuestJohn Gray is the author of the most well-known and trusted relationship book of all time, Men Are from Mars, Women Are from Venus. USA Today listed his book as one of the top 10 most influential books of the last quarter century. His approach combines specific communication techniques with healthy, nutritional choices that create the brain and body chemistry for lasting health, happiness and romance.  Dr. Gray has written over 20 books. His most recent book being Beyond Mars and Venus. To learn more about his many books, blogs and free online workshops please head to MarsVenus.com DisclosureJohn Gray is not affiliated or registered with Cetera Advisor Networks LLC. Any information provided by John is in no way related to Cetera Advisor Networks LLC or its registered representatives.Hear Past episodes of the Way2Wealth Podcast! https://theway2wealth.com Learn more about our Host, Scott Ford 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. Guests are not affiliated with Cetera Advisors Networks LLC, or CWM, LLC. Opinions expressed by the presenter may not be representative of Cetera Advisors Networks LLC, or CWM, LLC.

On today's show we welcome Garnet Morris, long-time colleague of Scott's and total innovator in the wealth sector. Garnet shares his journey with Scott, speaks specifically on the topic of Premium Insured Finance and highlights the work that he's been doing to help private business owners optimize their net worth.  Learn More About Our GuestGarnet MorrisPresident, Grasslands Capital Corp.Garnet began his career in banking and private business but created his own corporate niche with Targeted Strategies Limited (TTSG). Garnet later sold TTSG to its' executives and founded Grasslands Capital Corp. to further pursue business in insurance financing. An innovator with a personal penchant for taking on high-potential challenges, Garnet has an instinctive ability to recognize opportunities - even those others might consider underdeveloped or unconfirmed. His forward-thinking ideas, innovative methods, and wealth of knowledge assists private business owners optimize their net worth.You can find Garnet on LinkedinGarnet Morris is not affiliated or registered with Cetera Advisor Networks LLC.any information provided by Garnet Morris is in no way related with Cetera Advisor Networks LLC or its registered representatives.Hear Past episodes of the Way2Wealth Podcast! https://theway2wealth.com Learn more about our Host, Scott Ford 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. Guests are not affiliated with Cetera Advisors Networks LLC, or CWM, LLC. Opinions expressed by the presenter may not be representative of Cetera Advisors Networks LLC, or CWM, LLC.

We've got the whole squad on for today's show to round out the season. And today we're discussing Family Banking. How to save for the future. We've heard time and time again, the best way to save is by committing to the long term and Scott hosts an incredibly insightful round table discussion with three key team members and returning guests, John, Bonnie and Ashley each with a unique perspective on how to create a family bank.    Here are the highlights from the show:   How to create a family bank (1:36) How does Infinite Banking work? (7:34) Cash on Deposit vs. Cash on Loan (10:38) Understanding the benefits of a whole life policy (16:10) The Pros and Cons of dividend paying whole life insurance (19:33) The importance to committing to saving money (24:10) Closing remarks and wrapping up this season with the team (26:36)   Resources Thank you very much for listening. Please share this out with someone you care about, and be sure to rate and review the show. That really helps us climb the charts and get this message out to more people just like you. We are so grateful to have brought to you another season of leaders in the community to provide value for you and your family in an effort to find your way to wealth. We are taking a short break to get the very best of the best all lined up for you.   We're excited for our next season as we dive deep into the practices that set us apart and have valuable conversations with the leaders of the industry. Stay tuned for more! Hear Past episodes of the Way2Wealth Podcast! https://theway2wealth.com   Learn more about our Host, Scott Ford 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. Guests are not affiliated with Cetera Advisors Networks LLC, or CWM, LLC. Opinions expressed by the presenter may not be representative of Cetera Advisors Networks LLC, or CWM, LLC.  

On the show today we welcome Justin Donald. Justin comes to us with high praise from the likes of Garret Gunderson and Rich Christiansen and rightfully so. Entrepreneur Magazine calls Justin Donald the Warren Buffet of Lifestyle Investing. He's a master of low risk cash-flow investing and specializes in simplifying complex financial strategies. He's an author and his book “The Lifestyle Investor” hit the Wall Street Journal at number one and his January 2021 release “The Ten Commandments of Cash Flow: Investing for Passive Income and Financial Freedom” is another must have for anyone serious about learning the strategies for success in the market.  Scott and Justin get into the books, Justin's background and how it lead him to where he is now, how to value your time and much more.    Here are the highlights from the show:   Learning to value your time (7:43) Justin's start in Real Estate (9:51) Where to start when it comes to investing (18:02) What's the best thing you can do for your money? (23:20) Flipping business like The Lifestyle Investor (26:10) How to build a “wealthy person” portfolio (32:29) Learn more about Justin and The Lifestyle Investor (35:14)   Resources Lean more about our guest, Justin Donald:  www.lifestyleinvestor.com   Interested in learning more about how Justin's team can help you?  Book a call here: www.lifestyleinvestor.com/consultation   And follow along on the socials: Instagram: instagram.com/justindonald LinkedIn: https://www.linkedin.com/in/justinwdonald/ Twitter: https://www.twitter.com/jwdonald1 Facebook: https://www.facebook.com/lifestyleinvestorlive/   Hear More Episodes! https://theway2wealth.com   Learn more about our Host, Scott Ford https://www.carsonwealth.com/team-members/scott-ford/ Episode artwork photo by Mathieu Stern on Unsplash 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. Guests are not affiliated with Cetera Advisors Networks LLC, or CWM, LLC. Opinions expressed by the presenter may not be representative of Cetera Advisors Networks LLC, or CWM, LLC.  

Today we welcome Tom Dorsey. Tom co-founded Dorsey, Wright & Associates in 1987 and joined Nasdaq Global Information Services with Nasdaq's acquisition of his company in 2015. Tom is the author of Point & Figure Charting: The Essential Application for Forecasting and Tracking Market Prices, Thriving as a Broker in the 21st Century and Tom Dorsey's Trading Tips: A Playbook for Stock Market Success. He has been a regular guest on Fox's “Cavuto on Business” and “Bulls & Bears” programs, and frequently speaks to audiences worldwide on topics related to the stock market, technical analysis, and Relative Strength investing. Tom is a recipient of the Wharton School of Finance Securities Industry Association's “Distinguished Speaker Award.” He was also named Alumni of the Year 2000 for Virginia Commonwealth University and was granted the Citizens Community Award from Governor Charles Robb.   On the show, Scott and Tom share their thoughts on investment strategies, the power of AI to help simplify your investing and the critical concepts to synthesize technical analysis in today's market. Here are the highlights from the show: Acorn accounts and why you need one (5:46) The problem with advisors and stockbrokers (7:53) The concepts of Relative Strength and Bullish Percent (12:30) The importance of AI (17:23) Pay attention to Reversals (19:53) Three bucket strategy (24:30) What to do with your money after retirement (27:04) Resources Lean more about our guest, Tom Dorsey:  https://www.nasdaq.com/about/our-people/tom-dorsey   And follow along on the socials: LinkedIn https://www.nasdaq.com/about/our-people/tom-dorsey Twitter https://twitter.com/tomdorsey?lang=en Facebook : https://www.facebook.com/nasdaqdorseywright/   Hear More Episodes! https://theway2wealth.com   Learn more about our Host, Scott Ford 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. Guests are not affiliated with Cetera Advisors Networks LLC, or CWM, LLC. Opinions expressed by the presenter may not be representative of Cetera Advisors Networks LLC, or CWM, LLC.  

E60 Developing The Next Generation of Entrepreneurs with Connor Boyack On the show today we welcome Connor Boyack. Connor is the author of 39 books, including the popular Tuttle Twins children's series. He founded and is president of Libertas Institute, a high-impact think tank. He's an Executive Producer of the Tuttle Twins Show. He invests in high-impact startups and he shares Scott's passion of beekeeping as he's an outlaw beekeeper (contraband honey tastes better!)    He's won awards, spoken on stages and is celebrated amongst his peers. Despite the accolades, Connor takes the most pride in the personal impact his work has on others. He's addicted to changing the world for the better, one life at a time and we're very excited to share with you a glimpse into how his non-profit Libertas Institute does this and how his impact is truly changing the world for the better and in a grassroots way. Here are the highlights from today's show:   How the Tuttle Twins series came about (4:18) Home-school co-ops (8:12) What are “micro-schools”? (11:19) Passion-driven education (16:32) Childrens Entrepreneur Market (19:32) Where do we start with learning? (22:25) Where to get more information about the Tuttle Twins (27:00) Waving the flag of support for parents (29:27) Resources Lean more about our guest, Connor Boyack:  https://connorboyack.com/ https://libertas.org/ https://tuttletwins.com/ And follow along on the socials: LinkedIn https://www.linkedin.com/in/cboyack/ Libertas Facebook https://www.facebook.com/libertasutah Tuttle Twins Facebook https://www.facebook.com/TuttleTwins/   Hear More Episodes! https://theway2wealth.com   Learn more about our Host, Scott Ford 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. Guests are not affiliated with Cetera Advisors Networks LLC, or CWM, LLC. Opinions expressed by the presenter may not be representative of Cetera Advisors Networks LLC, or CWM, LLC.  

E59 Just Breathe with Niraj Naik Today we are excited to share with you Niraj Naik, the Renegade Pharmacist. Niraj is a certified UK pharmacist turned holistic wellness, brain-training and breathwork expert. He is one of the world's most sought-after spiritual ceremony facilitators and leads breathwork workshops around the world. His journey started in the midst of a “burnout” in his corporate career, when he found himself bedridden with chronic illness for more than a year. Healing himself using breathwork techniques and dietary adjustments, Niraj felt motivated to share his knowledge with others. Today, Niraj runs a global breathwork community and trains hundreds of breathwork experts through his SOMA Breath framework, which is also taught at numerous wellness centres in the US, Europe and Asia. Scott and Niraj discuss the benefits of building a team, ensuring you're aligned with the business that you're in and the foundation of a solid business.    Here are the highlights from today's show:   How did the “Renegade Pharmacist” come to be? (1:20) Niraj's brush with death and illness (3:00) Big pharma and the west vs. ancient wisdom (5:12) What are the three key elements of the Ayurvedic system and why do they matter for your health (22:27) Most people don't know how to breathe (37:34) Anaerobic vs. aerobic exercise (40:26) The Soma breath journey curriculum (28:15)   Resources   Lean more about our guest, Niraj Naik: somabreath.com And follow along on the socials: Youtube https://www.youtube.com/c/SOMABreath LinkedIn https://www.linkedin.com/in/niraj-naik-4a175012 Instagram https://www.instagram.com/nirajnaikofficial/ Soma Breath Instagram https://www.instagram.com/somabreath/  Facebook https://www.facebook.com/nirajnaik11 Soma Breath Facebook https://www.facebook.com/somabreath/   Hear More Episodes! https://theway2wealth.com   Learn more about our Host, Scott Ford 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. Guests are not affiliated with Cetera Advisors Networks LLC, or CWM, LLC. Opinions expressed by the presenter may not be representative of Cetera Advisors Networks LLC, or CWM, LLC.  

On today's show, Scott sits down with the author, advisor and catalyst himself, Barry Dyke. Barry is a best-selling author, advisor and speaker committed to telling the truth out about how Wall Street really works. An iconoclast, Barry believes that today's financial service and retirement planning systems continue to serve Wall Street, the government, the media, Ivy League academia and giant asset managers such as mutual funds more than the common man.  Barry and his advisory firm, Castle Asset Management, LLC has made a spiritual, intellectual and professional commitment to act as an economic warrior that looks out for your best interests—not Wall Street. He and Scott discuss common themes in what he coins The Pirates of Manhattan and how you can navigate risk on a financial and personal level.    Here are the highlights from today's show:   Truth seeking and Wall Street (3:10) Annuities, retirement plans and why major corporations bought astronomically large amounts of them (10:12) Has America become enslaved in debt? (14:00) Corporations, executives or pirates? (17:46) How to take risk off the table (22:18) God given talent vs. Media and a controlled narrative (28:15) The things you truly can control (29:19)   Resources Lean more about our guest, Barry Dyke :  https://www.barryjamesdyke.com/ or camnh.com And follow along on the socials: Youtube: https://www.facebook.com/thepiratesofmanhattan Facebook: https://www.facebook.com/thepiratesofmanhattan Hear More Episodes! https://theway2wealth.com   Learn more about our Host, Scott Ford 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. Guests are not affiliated with Cetera Advisors Networks LLC, or CWM, LLC. Opinions expressed by the presenter may not be representative of Cetera Advisors Networks LLC, or CWM, LLC.  

We're back this week with another valuable conversation for anyone looking to invest. Our guest, Dr. Paul Cleveland is a Professor of Economics and Finance at Birmingham-Southern College. He earned his Ph.D. in Economics from Texas A&M University and began his career at SUNY-Geneseo in 1985. He spent one year as a Visiting Professor of Economics at the University of Central Florida in Orlando before joining the faculty at BSC in 1990. His principal academic research is focused on the study of free enterprise and political economy. In pursuing his studies, he reads extensively in the areas of philosophy, theology, and history, which are helpful in exploring the morality of free markets. Within this context, he is interested in examining the proper role of government in society and the problems created when it enacts policies beyond its appropriate boundaries.    Dr. Cleveland is the author of two books: Understanding the Modern Culture Wars and Unmasking the Sacred Lies. He is also co-author of two books: The Great Utopian Delusion with Clarence B. Carson and L. Dwayne Barney and the fourth edition of Basic Economics with Clarence B. Carson. In addition, his articles have been published in numerous places including the Journal of Private Enterprise, the Independent Review, the Journal of Markets & Morality, Religion and Liberty, Areopagus Journal, Mises Daily Articles, and The Freeman: Ideas on Liberty.    Beyond his writing, Dr. Paul Cleveland travels extensively, lecturing on free enterprise in numerous places including universities in Lithuania, Poland, Ukraine, Peru, China, and Taiwan. Finally, he serves as an adjunct scholar for the Alabama Policy Institute, as a part-time scholar for the Apologetics Resource Center, and as a Senior Research Fellow at the Institute for Faith, Work & Economics, and as a fellow for the Manuel H. Johnson Center for Political Economy at Troy University. He and Scott have a great discussion on where we're currently at with today's economics.   Here are the highlights from today's show:   Economics and Education in America (6:29) What is a good school of economic thought? (12:46) Respect - Life, Liberty and Property (16:56) What is Infinite Banking? (21:21) The value of having a war chest of opportunity (29:14) Pauls financial advice to others (33:11)   Resources   Lean more about our guest, Dr. Paul Cleveland:  www.boundarystone.org   And follow along on the socials: Youtube: https://www.youtube.com/@dr.paulcleveland1239 LinkedIn: https://www.linkedin.com/in/clevelandpaul/ Twitter: https://twitter.com/drpaulcleveland Facebook: https://www.facebook.com/DrPaulCleveland/   Hear More Episodes! https://theway2wealth.com   Learn more about our Host, Scott Ford 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. Guests are not affiliated with Cetera Advisors Networks LLC, or CWM, LLC. Opinions expressed by the presenter may not be representative of Cetera Advisors Networks LLC, or CWM, LLC.  

Bonnie is back! This week she dives in with Scott on one topic that many of us come up against especially as entrepreneurs; how to plan your exit. Bonnie gives us tips on how to know when it's time to exit business, insight and lessons she's learned along the way and why this is an oftentimes overlooked step in protecting your biggest investment. Here are the highlights from the show: How to plan for your exit (1:09) Taking your “number off the table” (5:35) How to expand your thinking (11:11) How does health and wellness play a role (14:59) Start valuing your business (22:27) How to get started on your exit plan (26:20)  Resources Lean more about our guest, Bonnie Bailey: https://www.carsonwealth.com/team-members/bonnie-bailey/ Hear More Episodes! https://theway2wealth.com Learn more about our Host, Scott Ford 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. Guests are not affiliated with Cetera Advisors Networks LLC, or CWM, LLC. Opinions expressed by the presenter may not be representative of Cetera Advisors Networks LLC, or CWM, LLC.

What would you do and what could you become if there was nothing within your psychology or circumstances that stood in the way of achieving your most ambitious goals and dreams? What if to truly become abundant it was more than just wealth?   We are revisiting a common theme; the relationship between health and wealth and today, our guest Jason Pickard, stops by to chat with Scott about how his success nearly came at the cost of his life. In 2006, Pickard fulfilled his boyhood ambition by becoming a billion-dollar portfolio manager and partner of hedge fund legend, Paul Tudor Jones at Tudor Investment. By the age of 27, he was recognized as one of the top 30 traders under 30 years old. During that time he was also experiencing a severe health crisis. Tune in to the show to learn how his success nearly came at the cost of his life, how he turned it around and how he's now helping others do the same in his new online course, “The Abundance Archetype”.   Here are some of the best parts to dive in on from today's show:   Jason's journey to health (2:53) What are you running from as entrepreneurs? (11:23) Advice for people that want to start their own business (21:41) How do you make money in one sentence? (25:11) Turning Losing into Learning (30:51) The Wheel of Nature and the Chakra System (37:20) Scratch your own itch and become an entrepreneur (46:21) How did Jason escape his own nightmare? (52:03)   Resources Lean more about our guest, Jason Pickard:  https://www.instagram.com/jasonpickardofficial Hear More Episodes! https://theway2wealth.com Learn more about our Host, Scott Ford 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. Guests are not affiliated with Cetera Advisors Networks LLC, or CWM, LLC. Opinions expressed by the presenter may not be representative of Cetera Advisors Networks LLC, or CWM, LLC.  

When it comes to options in the financial industry, the list is long. Bonnie Bailey, VP of Business Development drops in for a return visit today to talk to Scott about her experience in deciding on the best option for each individual. Scott and Bonnie discuss what's out there for individuals looking for Financial Advice, the often subtle differences between firms and the associated costs and pricing structures available. We clipped the highlights for you below: The value of hiring for the job (5:21) The importance of clarity from both sides (10:30) Understanding the services you're receiving (13:13) Start up costs (15:48) Finding the right advisor (18:23)   Resources Lean more about our guest, Bonnie Bailey: https://www.carsonwealth.com/team-members/bonnie-bailey/   Hear More Episodes! https://theway2wealth.com   Learn more about our Host, Scott Ford 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. Guests are not affiliated with Cetera Advisors Networks LLC, or CWM, LLC. Opinions expressed by the presenter may not be representative of Cetera Advisors Networks LLC, or CWM, LLC.

On today's show, we welcome Morley Robbins, a “retired” Hospital executive (12 yrs) and healthcare consultant (20 yrs), who chose to become a Wellness Coach in 2009. In the conversation, Scott discusses all things minerals with Morley, the self-taught mineral expert. Morley's highest purpose is to share this decade of daily scientific research on the profound metabolic interplay between 3 key minerals: Magnesium, Bioavailable Copper and Iron. According to Morley, these mineral-driven metabolic concepts are not fully understood, nor appreciated in practitioner circles, and are certainly not in the public's consciousness. He regularly confers with world-renowned mineral experts, in addition to his research, and focuses on continued research, writing and educational conferences to promote his insights and findings. And today we get to share his story with you. Here's a closer look at the conversation: The importance of iron stress (3:06) The free radical theory of aging (7:16) How's iron tested? (11:23) How mitochondria work (15:11) How to get copper into your body (19:14) The two forms of anemia (24:39) Importance of the copper protein (29:03) How to bring sovereignty back to the individual level (32:53)   Resources Learn more about our guest, Morley Robbins: The MAG Facebook Group: http://gotmag.org The Root Cause Protocol: http://therootcauseprotocol.com   Hear More Episodes! https://theway2wealth.com   Learn more about our Host, Scott Ford 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. Guests are not affiliated with Cetera Advisors Networks LLC, or CWM, LLC. Opinions expressed by the presenter may not be representative of Cetera Advisors Networks LLC, or CWM, LLC.

On this week's show we explore the relationship between health and wealth sovereignty. Our guest, Teri Cochrane is the founder of the Global Sustainable Health Institute® and an international thought leader in longevity. Through her decades of clinical work, Teri has developed The Cochrane Method®, a future-facing, multisystem health and longevity model. This model examines the intersection of genetic expression due to pathogenic and environmental causes, energy, and her clients' unique personal blueprint. Teri specializes in solutions to complex health conditions and serves world class athletes. She is the author of the Amazon best-selling new release book, The Wildatarian Diet: Living As Nature Intended. Here are the highlights from today's show: How Teri got into the field of nutrition (5:42) The quest for health and wealth sovereignty (12:18) How to honor the animal and the soil (20:09) What's missing in the financial industry (25:27) Getting back to health sovereignty and hope (31:23) Resources Learn more about our guest, Teri Cochrane:  https://www.tericochrane.com And follow along on the socials: Youtube: https://www.youtube.com/c/TeriCochrane LinkedIn: https://www.linkedin.com/in/teri-cochrane-a8a2041b/ Instagram: https://www.instagram.com/tericochranebeyondnutrition/ Twitter: https://twitter.com/tericochrane Facebook: https://www.facebook.com/teri.cochrane https://www.facebook.com/wildatarian   Hear More Episodes! https://theway2wealth.com   Learn more about our Host, Scott Ford 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. Guests are not affiliated with Cetera Advisors Networks LLC, or CWM, LLC. Opinions expressed by the presenter may not be representative of Cetera Advisors Networks LLC, or CWM, LLC.  

On this week's show we get into how to develop a stress-free, abundance mindset with the Host of The Big Life, Carl Harvey. Carl is an absolute legend. Over the last 12 years he's invested over 1 million dollars studying personal growth, and as a result has created a BIG life beyond his wildest expectations. He's created three 7-figure Passion Businesses with his brother, starred in the Amazon movie “Beyond The Secret”, traveled the world 5 times and helped millions of people. We are excited to have him share his strategies to help you live more abundantly with spiritual law on the front of mind. Here are the highlights from today's show: On this week's show we get into how to develop a stress-free, abundance mindset with the Host of The Big Life, Carl Harvey. Carl is an absolute legend. Over the last 12 years he's invested over 1 million dollars studying personal growth, and as a result has created a BIG life beyond his wildest expectations. He's created three 7-figure Passion Businesses with his brother, starred in the Amazon movie “Beyond The Secret”, traveled the world 5 times and helped millions of people. We are excited to have him share his strategies to help you live more abundantly with spiritual law on the front of mind. Here are the highlights from today's show: Getting kicked out of the house as a teen (3:22) What do we really want? (8:40) How to create a sustainable business (15:17) Flow vs. Force (18:47) How do you find your genius and infinite investor DNA (22:37) Finding what you love to do (26:44) How to create passive income (31:32) Best investment in your business (36:15) Resources Lean more about our guest, Carl Harvey:  https://www.thebiglife.com   And follow along on the socials: Facebook: https://www.facebook.com/CarlJHarvey Instagram: https://www.instagram.com/biglifeshow YouTube: https://www.youtube.com/c/TheBigLifeshow   Hear More Episodes! https://theway2wealth.com   Learn more about our Host, Scott Ford 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. Guests are not affiliated with Cetera Advisors Networks LLC, or CWM, LLC. Opinions expressed by the presenter may not be representative of Cetera Advisors Networks LLC, or CWM, LLC.  

On today's show, our guest Michelle Mendoza shares with us her story of finding her voice and finding peace to live an incredible life, both in business and in play. Listen in as Michelle shares the 4 superpowers to every message, the meaning of “wabi-sabi” and why it matters for empowerment and get a snapshot into her diverse life in communication; everything from talk radio, dance and a fascination for beekeeping! Here's a closer look at the conversation today: Why are we so angry? (4:49) Three things that create happiness (8:50) What is wabi-sabi and what does it mean? (12:24) The importance of connecting with nature and spiritual experiences (15:47) What is wisdom and how does it work? (20:24) Four pieces of a sustainable business (25:06) Resources Learn More About Michelle! https://www.mymichellelive.com https://www.findyourvoice.fun Hear More Episodes! https://theway2wealth.com Learn more about our Host, Scott Ford 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. Guests are not affiliated with Cetera Advisors Networks LLC, or CWM, LLC. Opinions expressed by the presenter may not be representative of Cetera Advisors Networks LLC, or CWM, LLC.  

There's not one single playbook for building a retirement plan. Advisors and planners are constantly studying and evaluating different options and strategies, and few people have the level of knowledge as today's guest, Wade Pfau, Ph. D, CFA, RICP®. We're grateful to have some of this time to pick his brain on retirement planning and get a better understanding of his process for crafting a portfolio and managing assets.   Join us on today's episode as we discuss these important topics and more: How retirement income style awareness is a starting point for creating a retirement income strategy.  (3:20) Understanding risk tolerance and how it plays into your retirement. (9:52) The benefits and merits of different retirement strategies. (11:20) How he views the role tax planning plays in retirement. (15:14) His feelings about dividend paying whole life. (20:42) How to use these investments to provide death benefits. (27:23)   RESOURCES About our guest: https://retirementresearcher.com/  More Episodes: https://www.theway2wealth.com/episodes/  More About Scott Ford: 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. Guests are not affiliated with Cetera Advisors Networks LLC, or CWM, LLC. Opinions expressed by the presenter may not be representative of Cetera Advisors Networks LLC, or CWM, LLC.  

Today we welcome on one of the greatest authors and communicators of all time, Mark Victor Hansen and his wife Crystal Dwyer Hansen, who recently published a wonderful book on bringing our dreams to reality and achieving our destiny. We wanted to explore this idea and find out what has made them so successful at motivating people and inspiring others to reach deeper in finding true meaning.   Join us on today's episode as we discuss these important topics and more: What's the purpose of the new book?  (3:31) What's in our DNA and how do you find ways to support your own unique DNA?  (4:17) The 3 Cs: Create, Contribute, and be Charitable (10:49) The three channels in which we need to learn to ask.  (14:42) How can you remind yourself of the importance of asking. (21:45) What is their earliest childhood memory of money? (27:56) What ask would they put out to the audience right now? (32:34)   RESOURCES About our guest: https://www.amazon.com/dp/164293495X/ref=cm_sw_su_dp   More Episodes: https://www.theway2wealth.com/episodes/  More About Scott Ford: 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. Guests are not affiliated with Cetera Advisors Networks LLC, or CWM, LLC. Opinions expressed by the presenter may not be representative of Cetera Advisors Networks LLC, or CWM, LLC.      

Finding harmony with nature always seems to bring about the best results for anything we do in life. In business, it's essential that we find that balance in order to build a sustainable business that produces sustainable wealth. Ari Weinzweig, co-founder of Zingerman's, has applied natural law throughout his career with extraordinary results and today we're tapping into that knowledge to learn more about his philosophy on business.   Join us on today's episode as we discuss these important topics and more: His thoughts on natural law and how it ties into business. (4:24) Creating clarity for family and business through visioning. (11:00) How they use the ‘hot penning' process to help people tap into their heart. (20:32) Why humility could solve many of our problems. (32:06)   RESOURCES About our guest: https://www.zingtrain.com/trainer/ari-weinzweig/  More Episodes: https://www.theway2wealth.com/episodes/  More About Scott Ford: 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. Guests are not affiliated with Cetera Advisors Networks LLC, or CWM, LLC. Opinions expressed by the presenter may not be representative of Cetera Advisors Networks LLC, or CWM, LLC.

You don't have to keep up with the news to know that America's economy has been quite shaky in recent years while the debt continues to soar. So where do we go from here? Former US Comptroller General David Walker joins us to lend his expertise on our country's fiscal policies and discuss his view on what steps we need to take as a country and individually.    Join us on today's episode and we break down these topics and much more with David: The premise for his recent book and why he's worried about the future of America. (2:01) The biggest challenges we're facing right now in 2022. (11:09) What needs to change with the fiscal policy in America? (13:41) The problems within our current society and why we think short-term. (19:56) What can be done to improve fiscal sustainability? (22:11) Why you need to re-think the vehicles you're using for saving and investing right now. (24:34) Where you need to focus as an individual to take control of your own future. (27:10)   RESOURCES About our guest: https://www.amazon.com/David-M.-Walker/e/B001HMKLBI%3Fref=dbs_a_mng_rwt_scns_share More Episodes: https://www.theway2wealth.com/episodes/  More About Scott Ford: 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. Guests are not affiliated with Cetera Advisors Networks LLC, or CWM, LLC. Opinions expressed by the presenter may not be representative of Cetera Advisors Networks LLC, or CWM, LLC.

We were introduced to Jon Vroman of Front Row Dads recently through Rich Christiansen and we were immediately drawn in to his approach to life and business. He joins us on this episode to talk about how he's built a network of more than 200 dads around the world to help each other get aligned with what matters most, our family.   Join us on today's episode as we discuss these important topics and more: How he came up with the idea of Front Row Dads and what he wanted to accomplish. (3:00) How can you identify integrity in someone? (13:00) A story about how Jon and his dad recently connected. (15:55) Earliest childhood memories of money and how that's carried throughout life. (21:06) What is something we struggle with that we know we need to improve? (33:16) What advice would you give your younger self? (39:09) Why it's important to remember who you are. (44:28)   RESOURCES About our guest: https://frontrowdads.com/  More Episodes: https://www.theway2wealth.com/episodes/  More About Scott Ford: 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. Guests are not affiliated with Cetera Advisors Networks LLC, or CWM, LLC. Opinions expressed by the presenter may not be representative of Cetera Advisors Networks LLC, or CWM, LLC.

A new year means health and fitness will be at the top of many people's list of goals but getting back into a routine and finding the methods that truly work can keep you from even getting started. Ben Greenfield is a performance consultant who has fully immersed himself into this world, and he joins the show to talk about routines and methods that are most effective and why you should think of your body as a battery to help you recharge.   Join us on today's episode as we discuss these important topics and more: The longevity and health practices that haven't changed over time. (5:31) Protecting your body from infrared light and non-native electricity. (13:29) What new trends get him excited now? (17:57) Technology and routines to improve workouts. (23:50) Why legacy and building generational wealth has become a major focus in his life. (27:33) Think about your body as a battery to understand how to maximize your health. (33:07)   RESOURCES About our guest: https://bengreenfieldlife.com/  More Episodes: https://www.theway2wealth.com/episodes/  More About Scott Ford: 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. Guests are not affiliated with Cetera Advisors Networks LLC, or CWM, LLC. Opinions expressed by the presenter may not be representative of Cetera Advisors Networks LLC, or CWM, LLC.

Every business has to put an emphasis on growth in order to sustain itself but can you build your business in a more rewarding way? Our guest today is Dan King, co-founder of Fireside Strategic, helps companies focus on the human side of business growth and brings a unique perspective on finding your why. We'll discuss those things and also tap into his wealth of knowledge for advice on implementing this strategy into your own business. Join us on today's episode as we discuss these important topics and more: A little bit of Dan's backstory and how he moved from law to entrepreneurship. (2:24) Where do business owners get it wrong? (7:43) How can you find your why and purpose for life beyond the exit. (12:04) His first memory of money and how he developed a frugal mindset early on. (15:04) The best piece of advice he would give about true wealth. (18:26) Why he feels acquisitions are the biggest shortcut to building wealth. (23:39) The one simple thing that you can implement today. (32:08)   RESOURCES About our guest: https://www.firesidestrategic.com/  More Episodes: https://www.theway2wealth.com/episodes/  More About Scott Ford: 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. Guests are not affiliated with Cetera Advisors Networks LLC, or CWM, LLC. Opinions expressed by the presenter may not be representative of Cetera Advisors Networks LLC, or CWM, LLC.

What better way to find true wealth and happiness in life than to be able to drive business success through investing in others? That's the method John Ruhlin has perfected over the course of his career and now helps business owners understand and execute. His Giftology system has turned gifting into a highly-effective marketing strategy that not only drives revenue but also retains clients and improves culture. Learn all about his philosophies on giving in a conversation that we know will resonate with you.   Join us on today's episode as we discuss these important topics and more: How John came from a farming background to becoming a top salesperson at Cutco. (2:08) Relationship capital and what he learned from his mentor. (8:04) The human need of being seen and loved. (14:27) Why the Giftology blueprint can help you build this into your daily routine. (19:28) Reasons why you would try this method. (26:49) The next steps you can take right now and try in your own life. (30:51)     RESOURCES About our guest: https://johnruhlin.com/  More Episodes: https://www.theway2wealth.com/episodes/  More About Scott Ford: 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. Guests are not affiliated with Cetera Advisors Networks LLC, or CWM, LLC. Opinions expressed by the presenter may not be representative of Cetera Advisors Networks LLC, or CWM, LLC.