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...

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...

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...

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...

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...

Welcome back to "Health and Wealth," where hosts Carter Wilcoxson and Tim James are joined by this week's guest, Charlie Beljan, Golfer at PGA Tour. In this episode, Charlie shares his inspiring...

In this episode of the Health and Wealth podcast, hosts Carter and Tim welcome their guest, Libby Griewe, of The Efficient Advisor podcast. The hosts and Libby discuss her journey from sports...

In this episode of The Health and Wealth podcast, hosts Carter Wilcoxson and Tim James sit down with their guest, Jeff Kothe, to delve into his journey in the financial services and marketing arena....

In this episode of the Health and Wealth podcast, hosted by Carter and Tim, they welcome Brion Crum, the VP of Wealth Development at Caliber Funds, to discuss his journey and experience in the...

Episode 50 Replay - Brad Gotto is the Owner of Fiat Wealth Management, a fiduciary, fee-only financial planning firm located in Wayzata, Minnesota. Where most advisors stop, we begin. We specialize...

Episode 73 - Angela has been advising families and family enterprises since 2003. As Partner & COO, her goal is to ensure that clients and employees of DMG are empowered and flourishing. She is...

Episode 87 - Having grown up around the business, Ryan has long desired to join Savage and provide his clients with the best service and expertise possible. After graduating from Michigan State...

Epiosde 86 - Barbara is a Gerontologist Consultant on a heart-felt mission to holistically change how financial professionals, insurance leaders, entrepreneurs, executives & senior-focused...

Episode 85 - As a Partner and Wealth Advisor for Carson Allaria Wealth Management, Joe’s primary responsibilities are to work directly with clients as the leader of their financial plan while also...

Episode 34 Replay  - Episode 34 - Mason is a native of Olathe, KS, and recently had the privilege to graduate from the University of Kansas in Lawrence, where he received his degree in Finance....

Ep 40 replay - Brad joined Mendel Money Management in 2013 and currently serves as a Wealth Advisor. He graduated from Boston University in 2004 with a B.A. in Computer Science. He began his career...

Episode 61 replay  - Josh joined Compass Ion in early 2012, bringing with him over ten years of investment management experience. He began his career with Benkovich & Associates and spent the...

Ep 84 - Phil Graham is the driving force behind the development and innovation of BLP. Phil brings over 25 years of financial services experience, focusing on designing and distributing products...

Episode 83 - Brian C. Adams is the President and founder of Excelsior Capital, where he spearheads the firm's investor relations and capital markets arms. He has 10 years of experience in real...

Episode 18 Replay - Diana Cabrices is Vice President of Enterprise Development at Snappy Kraken, an award-winning automated growth program focused on lead generation and client engagement for...