Health and Wealth Podcast with Carter & Tim

In this Health and Wealth Podcast episode, hosts Carter Wilcoxson and Dr. Ben welcome Anson McDaniel, who shares his extensive journey in the financial services industry. Anson discusses the importance of mentorship, the influence of his family, and his commitment to helping others. The conversation delves into Anson's current work, including the Retirement Impact Blueprint, which focuses on tax mitigation strategies for high-net-worth individuals. Anson also highlights his philanthropic efforts to combat human trafficking and the importance of having a purpose beyond financial gain. In this episode, Carter discusses the importance of passing on values rather than just valuables, emphasizing the need for a solid moral foundation in wealth management. He highlights the heartbreaking issue of children without homes and the role of wealth in funding organizations that help them. The conversation shifts to the significance of health in wealth, particularly as individuals age, and the importance of understanding BMI and weight management. Carter shares insights on fasting as a powerful tool for health improvement and discusses the connection between spiritual health and overall well-being. The episode concludes with a reminder of the importance of passing down values to future generations. Story Notes: Learn more about Anson McDaniel and his Retirement Impact Blueprint here: https://www.theretirementimpactblueprint.com/the-retirement-impact-blueprint-waitlist-page WEALTH: Not getting enough clients? Book a FREE (https://www.epicservicescompany.com/meetings/cwilcoxson-epic-ceo) 15-minute Client Acquisition Consultation with CEO | Carter Wilcoxson to learn how. HEALTH: Low on energy or overweight? Go to https://chemicalfreebody.com/?sscid=a1k7_avqy2&products and grab GREEN 85 Juice Formula or book a FREE 30-minute Health Strategy Session with Tim or one of his coaches. #HealthAndWealth #FinancialWellness #RetirementPlanning #MentorshipMatters #Philanthropy #TaxStrategies #ValuesOverValuables #WealthManagement #HumanTraffickingAwareness #HealthyLiving #SpiritualHealth #BMIManagement #FastingForHealth #PurposeDrivenLife

In this episode of the Health and Wealth Podcast, host Carter Wilcoxson and co-host Dr. Ben engage with Geoffrey Wallace from Mutual of Omaha Mortgage. They explore Geoffrey's journey into financial services, the impact of personal experiences on career choices, and the importance of education in financial planning. The conversation also delves into the challenges faced in the mortgage industry, the role of reverse mortgages in retirement planning, and the intersection of health and wealth, particularly concerning end-of-life care. Additionally, they discuss the effects of technology on mental health and the benefits of staying active through sports like pickleball. Learn more about Geoffrey Wallace here: https://www.linkedin.com/in/wallacegeoffrey/ WEALTH: Not getting enough clients? Book a FREE (https://www.epicservicescompany.com/meetings/cwilcoxson-epic-ceo ) 15-minute Client Acquisition Consultation with CEO | Carter Wilcoxson to learn how. HEALTH: Low on energy or overweight? Go to https://chemicalfreebody.com/?sscid=a1k7_avqy2&products and grab GREEN 85 Juice Formula or book a FREE 30-minute Health Strategy Session with Tim or one of his coaches. #HealthAndWealth #ChiropracticCare #HolisticHealth #NaturalHealing #WellnessJourney #DrBenShamoiel #ChiropractorLife #HealthAndWellness #FamilyWellness #RootCauseHealing #HolisticApproach #NaturopathicLivin

Episode 11 - Otis Jacobs is a financial services executive with over a decade of sales and marketing experience. Otis specializes in building Broker-Dealers, RIAs, and Insurance Agencies from the group up. Otis brings superior marketing and sales skills together to form a marketing engine that supports sales and recruiting efforts for the organizations he’s built. By utilizing the best and most modern technologies offered today, Otis has progressed to the financial services industry...

Episode 10 - Frederick LeVasseur, J.D. graduated from Columbia Law School in New York in 2004 and earned a Bachelor of Science degree from Rutgers University in New Jersey where he graduated with High Honors in 2001. LeVasseur worked in private legal practice in the New York-New Jersey metro region for over a decade, specializing in complex civil litigation involving antitrust, insurance, business-to-business transactions, employment, real estate, and trust and estates law. Levasseur’s...

Episode - 9 Rick White has been in the financial services industry for more than 40 years. A well-regarded author, speaker, educator, and consultant, he co-founded Retirement Wealth Academy. His company, Rick White Consulting, is a Tax & Estate Planning Design consultant to Patriot Wealth Management, Inc. in Raleigh, NC, as well as numerous business owners, professionals, and highly paid executives. Recognized as one of the top “Safe Money” and “Tax-Free Retirement” experts in the industry,...

Episode 8 - Lisa Camacho has spent her professional career in executive sales, management, and business ownership. In 2011, God changed her professional direction to focus on wealth development and investing as stock market traders. In 2016, Lisa along with her husband David started focusing their efforts exclusively on helping individuals and families with Estate Planning, Retirement Planning, and Tax-free Income Planning. Together, they have helped hundreds of clients develop a solid...

Episode - 7 Paul Elmendorf was a respected middle school teacher that really cared about his students. Still to this day he gets messages from students that he changed their life. Paul found himself though wanting something different for his career and after a conversation with a friend jumped into wealth management and never looked back. To contact Paul: www.erbenassociates.com WEALTH: Not getting enough clients? GO TO: www.CSIFG.com Book a FREE 15 minute Client Acquisition Consultation...

Episode 6 - Three guys just hanging out and discussing the incredible value that WebPrez brings for all of CSI Financial Groups Advisor Partner Platform. You’ll learn what ‘neurolinguistics’ are all about and how you can leverage your already existing clients with a completely Done-For-You marketing campaign that is so cost-effective we are basically giving it away. Dan also shares how his exposure to the pesticides his father used growing up changed his direction for sustainable...

Episode 5 - After beating Tiger Woods and many years on the PGA Tour, Ted Purdy accidentally stumbled into a new career around giving to those who were less fortunate. After one day Ted was hooked and now has helped thousands of families in his local community to have a higher quality of life. Check out this episode as three guys hang out and discuss what it takes to become a professional athlete at the highest level and how giving back to others is the ultimate high. WEALTH: Not getting...

Episode 4 - Learn how the women in Carter and Tim’s lives bring more abundance to their world. Listen to how they met and what it means to have the support they give while also living their own incredible lives. WEALTH: Not getting enough clients? GO TO: www.CSIFG.com Book a FREE 15 minute Client Acquisition Consultation with Carter or his team member. HEALTH: Not getting enough veggies? Go to www.chemicalfreebody.com and grab GREEN 85 Juice Formula or book a FREE 30-minute Health Strategy...

Episode 3 - Scott Garcia, President of Premier Estate and Income Planning discusses how his entire practice has changed because of the Advisor Partner Platform. Scott also has become one of the National Advisor Partner Mentors and discusses how he works with other Advisors across the country implementing his successful strategies when it comes to growing his practice and getting more referrals than ever before. GET WEALTH: Not getting enough clients? GO TO: www.CSIFG.com Book a FREE 15...

Episode 2 - Carter and Tim share Turn-Key Strategies for client acquisition and retention even during the pandemic where most advisors are running scared. They also chat about how to use technology to leverage your time and increase your profits. Tim wraps up the show with some key health strategies that will give you abundant health and a secret advantage over your competition. Advisors who have worked with Tim and his team have increased their revenue by 21% on average. GET WEALTH: Not...

🎤IT’S OFFICIAL!! Carter and Tim have launched their very own show to educate, empower, and enlighten you on ALL things Health and Wealth! 🚀 🎧Make sure to follow, share, and like for immediate access to this priceless information. WEALTH: Not getting enough clients? GO TO: www.CSIFG.com Book a FREE 15 minute Client Acquisition Consultation with Carter or a member of his team. HEALTH: Not getting enough veggies? Go to www.chemicalfreebody.com and grab GREEN 85 Juice Formula or book a FREE...