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

Health and Wealth Podcast with Carter & Tim

Empowering Minds, Transforming Finances with Paul Lim

In this episode of t…

In this episode of the Health and Wealth podcast, hosts Carter and Tim welcome Paul Lim, a financial advisor and Advisory Board Member of the San Diego Financial Literacy Center (SDFLC). The hosts discuss Paul's journey into financial advising and his passion for simplifying complex financial concepts. Paul emphasizes the importance of visual explanations in teaching and shares insights on tax deductions using a metaphor of peeling dollars off the top of a pile. The conversation delves into the challenges of the Great Recession and the unique work culture shift from the East Coast to the …

Listen · 1:09:44

Carter Wilcoxson December 20, 2023

Health and Wealth Podcast with Carter & Tim

Navigating the Complexities of Financial Industry with Lisa Malick

Welcome back to the Health and Wealth podcast, hosted by Carter and Tim. In this week's episode, the dynamic duo is joined by a special guest, Lisa Malick, a certified financial planner based in …

Welcome back to the …

Welcome back to the Health and Wealth podcast, hosted by Carter and Tim. In this week's episode, the dynamic duo is joined by a special guest, Lisa Malick, a certified financial planner based in Colorado. Lisa shares her unique journey into the financial advising industry, which was fueled by personal experiences and a desire to make a meaningful difference in people's lives.Lisa emphasized the importance of understanding clients' unique financial goals and needs, especially in the context of life transitions like Retirement or the loss of a spouse. Lisa also discussed the trans…

Listen · 59:06

Carter Wilcoxson November 8, 2023

Health and Wealth Podcast with Carter & Tim

Brock Eson – Building Enterprise Value and Balancing Relationships in Financial Advisory

In this episode of t…

In this episode of the Health and Wealth podcast, your hosts, Carter and Tim, sit down with their guest, Brock Eson, who recently joined the Investors Resource team. Brock shares insights about his journey in the financial advisory world, how he transitioned from banking to independence, and the motivation behind his passion for helping people with their finances.Brock Eson, a soccer enthusiast and financial advisor, opens up about his background and what led him into the financial services industry. He talks about the fear of not understanding money, which initially drove him to learn about f…

Listen · 1:13:45

Carter Wilcoxson October 18, 2023

Health and Wealth Podcast with Carter & Tim

Cheryl Canzanella – Navigating the Financial Impact of the Opioid Crisis

In this episode of t…

In this episode of the Health and Wealth podcast, hosts Carter and Tim are joined by their special guest, Cheryl Canzanella. Cheryl has a unique perspective in the financial industry, specializing in raising awareness about the opioid crisis and its impact on financial health. The opioid epidemic has significant financial and economic implications, costing approximately 696 billion dollars in 2018 alone, which is about 3.4% of the GDP.Carter and Tim dive into Cheryl's personal journey and how she became deeply involved in addressing the opioid crisis. Cheryl's story began when she go…

Listen · 1:00:29

Carter Wilcoxson September 20, 2023

Health and Wealth Podcast with Carter & Tim

Patrick Huey,CFP – Strategic Giving: Maximizing Impact and Wealth Preservation

Welcome back to the Health and Wealth Podcast with your hosts, Carter and Tim. Today's guest is Patrick Huey, a certified financial planner from Victory Independent Planning (VIP). Patrick specia…

Welcome back to the …

Welcome back to the Health and Wealth Podcast with your hosts, Carter and Tim. Today's guest is Patrick Huey, a certified financial planner from Victory Independent Planning (VIP). Patrick specializes in helping clients optimize their financial strategies, especially in the realm of charitable giving and tax planning.Patrick's expertise lies in identifying opportunities for clients to make strategic charitable donations while also benefiting from tax deductions. He's an accredited tax preparer and a chartered advisor in Philanthropy, making him well-equipped to navigate the intr…

Listen · 1:06:46

Carter Wilcoxson September 6, 2023