In this episode of Health and Wealth Podcast, financial advisor Kyle Ryan discusses his journey into the industry and his passion for helping people with their finances. He shares how his parents' influence and his own experiences shaped his interest in financial planning. Kyle also talks about his podcast, Fresh Finance, and how it helps establish credibility and educate listeners. He emphasizes the importance of finding the right fit with clients and the challenges of client acquisition. Overall, Kyle's focus is on providing Education and building trust with his clients. 

In this conversation, Kyle Ryan discusses various topics related to health and wellness. He talks about the importance of paying attention to the quality of food we consume and highlights the presence of harmful substances in many grocery store products. Kyle emphasizes the need to buy local, organic, and minimally processed food to ensure optimal health. He also delves into the topic of COVID-19, questioning the nature of the virus and suggesting that it may be a synthetic snake venom that has been introduced into the water supply. Kyle shares insights on the role of nicotine in combating long-haul COVID symptoms.

Story Notes:

• Early Influences and Mentality Towards Money
• Focus on Retirement Planning and Fresh Finance Podcast
• Challenges and Lessons in Client Meetings
• Client Acquisition and Outward Marketing
• Reciprocation and Fit Agenda
• The Importance of Food Quality and Buying Local
• Is COVID-19 a Synthetic Snake Venom?
• The Role of Nicotine in Combating Long-Haul COVID Symptoms

Learn more about Kyle Ryan here: https://www.linkedin.com/in/kyle-ryan-cfp/ 

WEALTH: Not getting enough clients? Book a FREE

(https://www.epicservicescompany.com/meetings/cwilcoxson-epic-ceo ) 15 minute Client Acquisition Consultation with CEO | Carter Wilcoxson to learn how.

HEALTH: Low on energy or overweight? Go to https://chemicalfreebody.com/?sscid=a1k7_avqy2&products and grab GREEN 85 Juice Formula or book a FREE 30 minute Health Strategy Session with Tim or one of his coaches

Most Recent Episodes

November 14, 2024

Retirement Impact Blueprint Creator – Anson McDaniel

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...

Listen · 1:04:54

October 10, 2024

The Role of Education in Financial Services with Geoffrey Wallace

In this episode of the Health and Wealth Podcast, host Carter Wilcoxson and co-host Dr. Ben engage with Geoffrey Wallace from Mutual of Omaha Mortgage. They explore Geoffrey's journey into...

Listen · 1:04:20

September 11, 2024

Meet Dr. Ben: Our New Interim Co-Host

In this conversation, Carter Wilcoxson introduces Dr. Ben Shamoiel as the interim co-host of the Health and Wealth Podcast. Dr. Ben is a board-certified chiropractor with over 26 years of experience....

Listen · 30:48

Load More Episodes

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.