Wealth from Wisdom-logo

Wealth from Wisdom

Business & Economics Podcasts >

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

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

Location:

United States

Description:

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

Language:

English


Episodes

Before You Go Your Separate Ways: Financial Planning for Divorce

9/21/2019
More
In 1992, the divorce rate in the U.S. was about 4.8 per 1,000 marriages. In 2019, it’s at 2.9 per 1,000. That’s still one in every three couples. But just because it’s common doesn’t mean it’s simple. There are many laws, emotional issues and financial planning questions specific to divorce that everyone must answer. On this episode of Wealth From Wisdom, we’ll look at some of the key financial planning decisions surrounding divorce. While no one likes going through a divorce,...

Duration:00:46:04

Retirement Risks: Looking at the Hurdles in Retirement Beyond Your Investment Portfolio

9/14/2019
More
Risk in financial planning is a common topic. Are you a conservative or growth-centric investor? Stocks or bonds? What are the Federal Interest Rates doing? But there are plenty of other risks in retirement outside of investments. From tax efficiency to long-term care insurance, dealing with unexpected health concerns, the death of a loved one, or needing to supplement your retirement income – you need to be prepared. In this episode of Wealth From Wisdom, Paul West and Erin Wood discuss...

Duration:00:46:03

Understanding Your 401(k): Four Rules to Successfully Save for Retirement

9/7/2019
More
The 401(k) is the most popular retirement vehicle (outside of Social Security, of course) – and the number of 401(k) millionaires is at an all-time high. But a million dollars might not be enough for today’s retirement standards. How can you take your 401(k) to the next level and not only strive to reach that million-dollar mark – but actually meet your retirement needs? In this week’s episode of Wealth From Wisdom, Paul West and Scott Kubie discuss 401(k)s – and the four rules you can...

Duration:00:46:03

From Tax Efficiency to Retirement: Financial Planning for Small Business Owners

8/31/2019
More
You’re a business owner. You had a dream and with your own two hands made it into a reality. People depend on you – to support the economy, create jobs, to keep vital gears of society turning. Your own financial needs can sometimes drift to the back-burner. Taking care of others’ livelihoods can draw you away from planning for your own. And your needs are unique — you signed paychecks instead of receiving them, you structured benefit plans rather than simply benefitting. On this episode of...

Duration:00:46:03

What Could Shield Your Investments From A Turbulent Stock Market

8/24/2019
More
Is the longest bull market in history starting to unravel? Learn what could help shield your investments from a turbulent stock market on this episode of Wealth From Wisdom.

Duration:00:46:07

Overlooked Expenses That Could Blindside You In Retirement

8/17/2019
More
The last thing you need is a big, unexpected expense when you’re retired. Learn what overlooked expenses could blindside you in retirement on Wealth From Wisdom.

Duration:00:46:03

Busting Common Myths About Planning And Investing For Retirement

8/10/2019
More
If you Google “investing for retirement” you’ll get 211 MILLION results. There are 211 MILLION different articles, blogs, and videos about investing for retirement. And there are probably 211 MILLION DIFFERENT OPINIONS about what you should, and shouldn’t do. Unfortunately, much of this advice is dated, misleading, or just flat out wrong. We bust the most common myths about planning and investing for retirement on this episode of Wealth From Wisdom.

Duration:00:46:04

100th Episode: Paul West And Ron Carson Take A Look Back At The Past Two Years And Gauge What The Future May Hold

8/3/2019
More
In our 100th episode, Paul West is joined by Ron Carson to look back at the last two years and gauge what the future may hold.

Duration:00:46:03

How to Avoid Losing $111,000 in Social Security Income

7/27/2019
More
You have a 96% chance of losing $111,000 when you claim your social security benefits. Learn how you could avoid this on Wealth From Wisdom.

Duration:00:46:07

Your Best Bets For Generating Income In A Low Interest Rate World

7/19/2019
More
Record-low interest rates are punishing retirees. How will you successfully generate income in a low-interest rate world? Don’t miss this episode of Wealth From Wisdom.

Duration:00:46:04

Hidden Risks that Threaten Your Retirement

7/13/2019
More
You may fear losing money in the stock market. But there are many other risks that could cut your nest egg in half! Learn what they are on Wealth From Wisdom.

Duration:00:46:04

The Dark Side of Your IRA and 401(K) That You Deserve to Know

6/28/2019
More
Your IRA or 401(K) is one of your biggest retirement assets, but there’s a dark side to these accounts that nobody wants to talk about. Don’t miss this episode of Wealth From Wisdom.

Duration:00:46:11

Sequence of Returns Risk And How it Could Impact Your Nest Egg

6/14/2019
More
What is Sequence of Returns risk, and how does it threaten your retirement? Learn how you could protect your entire life savings on Wealth From Wisdom.

Duration:00:46:04

The ABCs of RMDs (Required Minimum Distributions)

6/7/2019
More
When you retire, RMD’s could trigger massive taxes and penalties with your IRA, 401K and other retirement accounts. Don’t miss this episode of Wealth From Wisdom with Paul West and guest Senior Investment Strategist Scott Kubie.

Duration:00:46:01

5 Strategies to Help You Get More from Social Security

5/31/2019
More
How is it that two different people in nearly identical scenarios receive dramatically different amounts in Social Security benefits? Learn why on this episode of Wealth From Wisdom.

Duration:00:46:29

How to Avoid 5 Portfolio Diversification Blind Spots

5/24/2019
More
Diversification is more than just a mix of stocks, bonds and mutual funds. Learn how to avoid 5 other diversification blind spots on this episode.

Duration:00:46:29

The Most Common Money Mistakes

5/9/2019
More
Most people aren't honest about the mistakes they make with their money. On this episode of Wealth From Wisdom, Paul and Erin discuss how you learn more from your failures than your successes.... especially when it comes to your money.

Duration:00:46:03

The Ultimate Guide To Generating Income in Retirement

5/3/2019
More
You could experience one of two scenarios in retirement … One, your savings and investments are generating income for you. The money comes in like clockwork, which enables you to do everything you’ve dreamed of doing in retirement. Or two, you have no retirement income plan. Your principal is shrinking every month. And you live in constant fear of running out of money in retirement. Don’t miss the ultimate guide to generating income in retirement, on this episode Wealth From Wisdom.

Duration:00:46:12

5 Ways To Help You Get More Out of Your IRA, 401K and Other Retirement Accounts

4/27/2019
More
There’s more to your IRA and 401K than meets the eye. Learn 5 way to get MORE out of your tax-deferred retirement accounts, on this episode of Wealth From Wisdom.

Duration:00:46:06

5 Things You Must Tackle Before You Can Call It Quits

4/20/2019
More
Most people THINK they’re ready to retire … long before they’re financially prepared. On this episode, learn the 5 things you must tackle before you start planning that retirement party.

Duration:00:46:10