In this episode of The Live Well Podcast, host Matt Wilson speaks with Joe Keifer, Founder of Cornerstone Wealth Management. Matt and Joe unpack what it means to establish trust, credibility, and a client-first mindset, core ingredients for lasting impact in any venture. Joe also shares how taking calculated risks and building strong support systems have shaped his success. 

Whether you’re starting a business, nonprofit, or personal project, this conversation offers practical insights on perseverance and purpose.

Wealth isn’t just about what you build, it’s about how you protect it. 

Are your heirs prepared to manage what they’ll inherit? And are your advisors working together for your best interests, not their own? True wealth preservation means more than investments; it’s planning ahead so your legacy lasts.

This week, Matt Wilson and guest Lyndon Azcuna explore the importance of using practical tools to navigate life’s complexities and foster personal growth. They discuss the role of self-awareness and humility as key drivers of personal development and highlight the value of a biblical worldview in addressing life’s challenges. Matt and Lyndon also share actionable resources and frameworks. 

Listen for insights on how to live a life aligned with your values and promote overall well-being.

63% of people live paycheck to paycheck, even on $100K+.

Lifestyle creep is killing your savings. In under 60 seconds, learn how to fix it with the 3-way raise rule: save some, invest some, upgrade a little.

It's not about restriction, it's about retention.

In this episode, Matt takes on the confusing world of Medicare, a critical piece of healthcare that most people face as they approach retirement. To help unpack the details, Matt sits down with Medicare specialist Kyle Moore. Together, they dive into the different parts of Medicare, exploring what each one covers, what they cost, and the real-world implications for retirees. 

Along the way, Kyle clears up some of the most common misconceptions, like the belief that Medicare is completely free or that it automatically covers every medical expense.

Listen for practical guidance that will help you confidently navigate your Medicare options.

Welcome to Money Minute with Matt, your dose of financial clarity in under 60 seconds.

Credit card interest is now 22%+. A $5,000 balance = $1,000/year in interest. That’s invisible quicksand.

Your future doesn’t belong to Visa, it belongs to you.

#MoneyMinuteWithMatt #FinancialClarity #SmartMoneyMoves #DebtFreeJourney #CreditCardTips #BudgetBetter #WealthBuilding #FinancialWellness #MoneyMindset #LiveWell

This week, Matt continues his conversation with Lyndon Azcuna. They continue unpacking the deeper meaning of true wealth, beyond just income and liabilities. This episode dives into the often-overlooked “third box”: assets. Lyndon shares how a lack of awareness around this category can keep people stuck in financial struggle and limit their personal growth.

They explore how financial well-being is inseparable from a sense of purpose, healthy relationships, and a strong connection to God. Together, they challenge limiting mindsets and highlight the value of viewing wealth through a more holistic lens.

Chapters

00:00 - Intro

00:12 - The Importance of Awareness in Financial Health

13:19 - Stories of Redemption

18:25 - Where Hope Begins: The Journey of Restoration

29:20 - Seeking Help

Mentioned in this episode:

Find Financial Freedom with Matt!

Cornerstone Financial Services

On today’s Money Minute with Matt, he’s sharing a sobering truth: 70% of wealthy families lose their wealth by the second generation, and 90% by the third.

Why does this happen? Too often, heirs inherit money without inheriting the knowledge to manage it. So here’s the real question: Are your children financially prepared, or just waiting for the payout?

Wealth isn’t just about building assets. It’s about responsibility, planning, and foresight, so your legacy lasts for generations, not just years.

Mentioned in this episode:

Find Financial Freedom with Matt!

Cornerstone Financial Services

In this episode, Matt explores the challenging yet rewarding path of navigating life’s toughest moments and the vital role of nurturing authentic relationships. Guest Lyndon Azcuna, opens up about his powerful journey of transformation through God’s love and mercy. They discuss how to stay anchored in your core values and beliefs during major life changes, including loss and personal crises. Lyndon shares how real resilience goes beyond inner strength; it's about the ability to love and serve others, rooted in a genuine connection with God.

Together, Matt and Lyndon dive into what it truly means to live well, emphasizing honesty with ourselves, God, and those around us as the foundation for a purposeful life.

Chapters

00:00 - Intro

05:54 - Beginning the Journey: A Story of Brokenness and Redemption

17:43 - Restoration and Redemption in Relationships

29:53 - The Pursuit of Restoration and Transformation

40:10 - Living with Purpose: Navigating Life's Challenges

Mentioned in this episode:

Find Financial Freedom with Matt!

Cornerstone Financial Services

This week, Matt and guest Domenic Scarpato from Trust & Will tackle one of life’s most avoided but essential topics: estate planning. Shockingly, more than two-thirds of Americans don’t have a will, leaving their loved ones vulnerable during an already difficult time.

We break down why so many people put off this step, the common fears and roadblocks that get in the way, and, most importantly, how to move past them. Domenic shares expert insights on how to create a plan that protects your family, preserves your legacy, and prevents conflict down the road.

Mentioned in this episode:

Find Financial Freedom with Matt!

Cornerstone Financial Services