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Contributors

Carter Wilcoxson Podcaster

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.

Recent Content

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Connor Lowery, CFP®, CPA, CWS® Applying Biblical Principles and Wisdom For His Clients

Episode 79 - Connor Lowery is a financial advisor for the Professional Athlete Division of Ronald Blue Trust. Connor assists athletes in managing their wealth, giving generously, and managing their …Episode 79 - Connor…Episode 79 - Connor Lowery is a financial advisor for the Professional Athlete Division of Ronald Blue Trust. Connor assists athletes in managing their wealth, giving generously, and managing their financial resources wisely. He serves athletes and their families, helping them navigate the financial, marital, and personal pitfalls that athletes face today. The Professional Athlete Division of Ronald Blue Trust employs a customized service model geared to the unique needs of the athlete in their specific sport. Services include coordination of tax and legal counsel, bill paying, cash flow man…

Listen · 1:06:55
Joshua Aldus, Wealth Advisor and Navy Veteran

Episode 78 - Joshua Aldus is a wealth advisor in the San Diego office of Octavia Wealth Advisors. One of his great strengths is his daily commitment to improvement across every aspect of his life. Jo…Episode 78 - Joshua…Episode 78 - Joshua Aldus is a wealth advisor in the San Diego office of Octavia Wealth Advisors. One of his great strengths is his daily commitment to improvement across every aspect of his life. Joshua practices consistent discipline to build habits that support client achievement. This includes continuously working to improve investment and planning strategies. He makes a point of studying the economy and striving to anticipate how it may affect client situations. Joshua also believes in actively supporting the Octavia team and his entire community. Before joining Octavia in 2020, Joshua …

Listen · 53:49
Paul Nikolai MBA, CFP®, From Deloitte To Problem Solver Extraordinaire

Episode 77 - The desire to solve problems has always driven Paul to succeed. This quality, coupled with his honed interest in economics and investments, has been a natural and rewarding connection to…Episode 77 - The de…Episode 77 - The desire to solve problems has always driven Paul to succeed. This quality, coupled with his honed interest in economics and investments, has been a natural and rewarding connection to helping clients work toward their financial goals. In addition, Paul’s ability to clearly and concisely present the complex aspects of investment advice allows his clients to make more informed decisions with their money. As a Director in Wealth Management and a Partner at Aspiriant, Paul’s approach to client service has always followed a single mantra: Treat all clients as if they were his …

Listen · 1:11:42
Andrew Wallace, Financial Advisor Making The Complex More Simplified

Episode 76 - Andrew graduated from the Indiana University of Pennsylvania (IUP) with a bachelor’s degree in finance.  He also holds the FINRA SIE, Series 7, 66, and life & health insurance license…Episode 76 - Andrew…Episode 76 - Andrew graduated from the Indiana University of Pennsylvania (IUP) with a bachelor’s degree in finance.  He also holds the FINRA SIE, Series 7, 66, and life & health insurance licenses.  He was a member of the Student Managed Investment Portfolio throughout his college tenure, where he managed a portion of IUP’s assets and nurtured his passion for finance.  Andrew enjoys comprehensive financial planning and helping individuals reach their financial goals.  He focuses on long-term, consistent investing to help others succeed financially. Andrew was a member of the Student…

Listen · 59:28
Erica Ramos, Financial Consultant Bringing Trust-Based Planning To Her Clients For A Tax-Free Retirement

Episode 75 - Erica founded Stream Strategies to inspire individuals, families, and business owners to take control of their financial futures. Planning for Retirement is a complex journey, as your go…Episode 75 - Erica …Episode 75 - Erica founded Stream Strategies to inspire individuals, families, and business owners to take control of their financial futures. Planning for Retirement is a complex journey, as your goals and needs are unique. Market risk, tax rate risk, inflation risk, increasing health care costs, and the need for long-term care can all majorly impact the funds you have saved and planned to live on for Retirement. Uncovering which assets make the most sense is crucial to ensure you will not outlive your money, whatever life may bring. As a trust-based planner, it is most important to Erica t…

Listen · 1:04:02
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