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:

• Anson McDaniel's Journey into Financial Services
• Family and Personal Influences
• The Importance of Helping Others
• Building Professional Connections
• The Philosophy of Client-Centric Service
• Anson's Current Work and Purpose
• Retirement Impact Blueprint Overview
• Human Trafficking Awareness and Philanthropy
• Tax Mitigation Strategies for High Net-Worth Individuals
• Passing on Values, Not Just Valuables

Learn more about Anson McDaniel and his Retirement Impact Blueprint here: https://www.theretirementimpactblueprint.com/the-retirement-impact-blueprint-waitlist-page 

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#HealthAndWealth #FinancialWellness #RetirementPlanning #MentorshipMatters #Philanthropy #TaxStrategies #ValuesOverValuables #WealthManagement #HumanTraffickingAwareness #HealthyLiving #SpiritualHealth #BMIManagement #FastingForHealth #PurposeDrivenLife

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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.