Episode 81 – Pamela Capalad and Dyalekt are co-hosts of the Brunch and Budget Podcast, which shares information with an underserved audience.
THE PODCAST ABOUT PERSONAL Finance & RACIAL ECONOMIC INCLUSION: From how we bank, to how our credit scores are calculated, to how we are kept in the dark about Investing, to how we pay our taxes, the system is set up for us to get caught in a debt/poverty cycle and stay running just to tread water. The rules constantly change, so the top people stay on top. What if you knew the rules and how to apply them to your financial situation? What if you could reverse your financial mistakes and start making the rules work for you? If you’re ready to See Change, tune in!
Check out brunchandbudget.com for more resources.
WEALTH: Not getting enough clients? Book a FREE 15-minute Client Acquisition Consultation with CEO | Carter Wilcoxson to learn how.
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For almost two decades, Carter has helped top advisors in the country provide safe retirement solutions and accelerate their businesses to new heights, allowing them to support a record-setting number of clients.
Working directly with households himself, who want to protect the nest eggs they’ve worked their whole lives to accumulate, this personal experience of having dinner table conversations with people has driven Carter to always be on the lookout for what clients need that the financial industry might not be offering.
In this light, he recognized a deep divide between people who had the plan to protect and enjoy their wealth in retirement and those who were not only at risk of outliving their retirement savings but also at risk of having their legacy mishandled by unprepared heirs.
This led him to seek out the best minds in the industry. Financial planners, software engineers, and strategic marketing creators to partner with for delivering what Carter calls the three E’s… Educate, Enlighten, and Empower!
Carter went on a mission to perfect a solution to solve this critical problem. Finally, Carter had a “Eureka!” moment, and he created the combination of a proven cloud-based Estate Planning software with his proprietary process and solution that he knew the world desperately needed.
Now Carter and his team devote themselves to connecting consumers with the financial professionals and education they need to make informed financial decisions about the future of their estates. This revolutionary solution, known as our eStatePlan™ Portfolio, lets people bypass the expense and intimidation of consulting a high-priced attorney using the OEPT (Outsourced Estate Planning Team) to deliver white-glove and end-to-end support to complete client’s goals and objectives around their estate and legacy planning needs.
