The Way2Wealth®

Are you updating your financial plan regularly? Today, we sit down with Jonathan Mullins to discuss the importance of annual updates for individuals and businesses.

 

TIMESTAMPS 

0:00 – Introduction

1:10 – Discussing the ‘H’

3:01 – Embracing change

5:15 – Why should you update?

8:24 – Example of not updating

12:57 – Annual reviews for businesses

18:55 – Infinite entrepreneur

 

Read the full blog and get additional information on The Way2Wealth®: https://www.theway2wealth.com/episodes/

 

RESOURCES

About our guest: 

https://www.carsonwealth.com/team-members/jonathan-mullins/

More on The Way2Wealth®: https://www.theway2wealth.com/

More About Scott Ford: https://www.carsonwealth.com/team-members/scott-ford/

Subscribe to Our YouTube Channel: https://bit.ly/354Pd2M

Subscribe on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-way2wealth/id1607901600

 

Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. 19833 Leitersburg Pike, Suite 1 Hagerstown, MD 21742. Guests are not affiliated with Cetera Advisors Networks LLC, or CWM, LLC. Opinions expressed by the presenter may not be representative of Cetera Advisors Networks LLC, or CWM, LLC.

Hear Past episodes of the Way2Wealth Podcast!
https://theway2wealth.com

Learn more about our Host, Scott Ford, Managing Director, Partner & Wealth Advisor
https://www.carsonwealth.com/team-members/scott-ford/

Investment advisory services offered through CWM LLC, an SEC-registered investment advisor.  Carson Partners, a division of CWM LLC, is a nationwide partnership of advisors. The opinions voiced in the Way to Wealth with Scott Ford are for general information only and are not intended to provide specific advice or recommendations for an individual. Past performance is no guarantee of future results. All indices are unmanaged and may not be invested into directly. Investing involves risk, including possible loss of principal. No strategy assures success or protects against loss. To determine what may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing.  Guests on Way to Wealth are not affiliated with CWM, LLC. Legado Family is not affiliated with CWM LLC. Carson Wealth 19833 Leitersburg Pike, Suite 1, Hagerstown, Maryland, 21742.

Why is tax diversification so important? On today’s episode, we sit down with John Saunders, Senior Wealth Advisor to discuss being efficient with your various tax funnels and accounts. 

 

TIMESTAMPS 

0:42 – Introducing John Saunders

5:16 – Making taxes simple

8:18 – Tax incentives not loopholes

9:37 – Tax diversification

13:18 – National debt and taxes

16:11 – Taxes throughout the years

20:31 – Taxable, tax postponed, tax-free

24:55 – Closing thoughts

 

Read the full blog and get additional information on The Way2Wealth®: https://www.theway2wealth.com/episodes/

 

RESOURCES

About our guest: 

https://www.carsonwealth.com/team-members/john-saunders-ii/

More on The Way2Wealth®: https://www.theway2wealth.com/

More About Scott Ford: https://www.carsonwealth.com/team-members/scott-ford/

Subscribe to Our YouTube Channel: https://bit.ly/354Pd2M

Subscribe on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-way2wealth/id1607901600

 

Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. 19833 Leitersburg Pike, Suite 1 Hagerstown, MD 21742. Guests are not affiliated with Cetera Advisors Networks LLC, or CWM, LLC. Opinions expressed by the presenter may not be representative of Cetera Advisors Networks LLC, or CWM, LLC.

Hear Past episodes of the Way2Wealth Podcast!
https://theway2wealth.com

Learn more about our Host, Scott Ford, Managing Director, Partner & Wealth Advisor
https://www.carsonwealth.com/team-members/scott-ford/

Investment advisory services offered through CWM LLC, an SEC-registered investment advisor.  Carson Partners, a division of CWM LLC, is a nationwide partnership of advisors. The opinions voiced in the Way to Wealth with Scott Ford are for general information only and are not intended to provide specific advice or recommendations for an individual. Past performance is no guarantee of future results. All indices are unmanaged and may not be invested into directly. Investing involves risk, including possible loss of principal. No strategy assures success or protects against loss. To determine what may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing.  Guests on Way to Wealth are not affiliated with CWM, LLC. Legado Family is not affiliated with CWM LLC. Carson Wealth 19833 Leitersburg Pike, Suite 1, Hagerstown, Maryland, 21742.

How do we protect ourselves from inflation? Join us today as we sit down with Jonathan Mullins, Wealth Advisor, and discuss the growth bucket and why it’s necessary.

 

TIMESTAMPS 

0:51 – Introducing Jonathan Mullins, Wealth Advisor

4:55 – Jonathan “The Cub”

8:23 – Making money simple

12:05 - The growth bucket 

17:30 – Protection from inflation

22:46 – National debt impacts

23:41 – Closing thoughts

 

Read the full blog and get additional information on The Way2Wealth®: https://www.theway2wealth.com/episodes/

 

RESOURCES

About our guest: 

https://www.carsonwealth.com/team-members/jonathan-mullins/

More on The Way2Wealth®: https://www.theway2wealth.com/

More About Scott Ford: https://www.carsonwealth.com/team-members/scott-ford/

Subscribe to Our YouTube Channel: https://bit.ly/354Pd2M

Subscribe on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-way2wealth/id1607901600

 

Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. 19833 Leitersburg Pike, Suite 1 Hagerstown, MD 21742. Guests are not affiliated with Cetera Advisors Networks LLC, or CWM, LLC. Opinions expressed by the presenter may not be representative of Cetera Advisors Networks LLC, or CWM, LLC.

Hear Past episodes of the Way2Wealth Podcast!
https://theway2wealth.com

Learn more about our Host, Scott Ford, Managing Director, Partner & Wealth Advisor
https://www.carsonwealth.com/team-members/scott-ford/

Investment advisory services offered through CWM LLC, an SEC-registered investment advisor.  Carson Partners, a division of CWM LLC, is a nationwide partnership of advisors. The opinions voiced in the Way to Wealth with Scott Ford are for general information only and are not intended to provide specific advice or recommendations for an individual. Past performance is no guarantee of future results. All indices are unmanaged and may not be invested into directly. Investing involves risk, including possible loss of principal. No strategy assures success or protects against loss. To determine what may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing.  Guests on Way to Wealth are not affiliated with CWM, LLC. Legado Family is not affiliated with CWM LLC. Carson Wealth 19833 Leitersburg Pike, Suite 1, Hagerstown, Maryland, 21742.

Income, it’s one of the most common words in the financial industry and it can cause a lot of anxiety for people. As you enter retirement, you’ll need to become accustomed to a fixed income, so as you save for this next phase of life it’s important to have a robust income plan.

 

TIMESTAMPS 

0:51 – Who is Scott Toms?

4:15 – Making money simple to Scott

5:43 – Savings, Income, and Growth

11:33 – Income bucket based on what you need

14:26 – Net worth vs income

16:31 – Success stories

17:53 – Clients that run out of money

19:43 – Options for savings buckets

20:51 – Options for income buckets

22:56 – Last thoughts from Scott

 

Read the full blog and get additional information on The Way2Wealth®: https://www.theway2wealth.com/episodes/

 

RESOURCES

About our guest: 

https://www.carsonwealth.com/team-members/scott-toms/

More on The Way2Wealth®: https://www.theway2wealth.com/

More About Scott Ford: https://www.carsonwealth.com/team-members/scott-ford/

Subscribe to Our YouTube Channel: https://bit.ly/354Pd2M

Subscribe on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-way2wealth/id1607901600

 

Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. 19833 Leitersburg Pike, Suite 1 Hagerstown, MD 21742. Guests are not affiliated with Cetera Advisors Networks LLC, or CWM, LLC. Opinions expressed by the presenter may not be representative of Cetera Advisors Networks LLC, or CWM, LLC.

Hear Past episodes of the Way2Wealth Podcast!
https://theway2wealth.com

Learn more about our Host, Scott Ford, Managing Director, Partner & Wealth Advisor
https://www.carsonwealth.com/team-members/scott-ford/

Investment advisory services offered through CWM LLC, an SEC-registered investment advisor.  Carson Partners, a division of CWM LLC, is a nationwide partnership of advisors. The opinions voiced in the Way to Wealth with Scott Ford are for general information only and are not intended to provide specific advice or recommendations for an individual. Past performance is no guarantee of future results. All indices are unmanaged and may not be invested into directly. Investing involves risk, including possible loss of principal. No strategy assures success or protects against loss. To determine what may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing.  Guests on Way to Wealth are not affiliated with CWM, LLC. Legado Family is not affiliated with CWM LLC. Carson Wealth 19833 Leitersburg Pike, Suite 1, Hagerstown, Maryland, 21742.

As the pandemic showed a lot of people last year, having an emergency fund or robust savings account is important. Without these types of liquid and accessible assets, our financial plan can be out of balance. On today’s episode, we speak with our team member Jake Stone, Wealth Advisor, about establishing savings and its role in reaching financial independence.

 

TIMESTAMPS 

1:22 – Jake’s backstory

5:13 – Why he wants to make money simple

8:09 – Establish savings

9:50 – Savings vs. investing

14:38 – Emergency and opportunity cash flow

15:57 – Saving buckets

18:04 – Only savings for retirement

19:46 – Options for ways to save

23:30 – Jake’s favorite golfer

25:36 – The process is the key

 

Read the full blog and get additional information on The Way2Wealth®: https://www.theway2wealth.com/episodes/

 

RESOURCES

About our guest: 

https://www.carsonwealth.com/team-members/jake-stone/

More on The Way2Wealth®: https://www.theway2wealth.com/

More About Scott Ford: https://www.carsonwealth.com/team-members/scott-ford/

Subscribe to Our YouTube Channel: https://bit.ly/354Pd2M

Subscribe on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-way2wealth/id1607901600

 

Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. 19833 Leitersburg Pike, Suite 1 Hagerstown, MD 21742. Guests are not affiliated with Cetera Advisors Networks LLC, or CWM, LLC. Opinions expressed by the presenter may not be representative of Cetera Advisors Networks LLC, or CWM, LLC.

Hear Past episodes of the Way2Wealth Podcast!
https://theway2wealth.com

Learn more about our Host, Scott Ford, Managing Director, Partner & Wealth Advisor
https://www.carsonwealth.com/team-members/scott-ford/

Investment advisory services offered through CWM LLC, an SEC-registered investment advisor.  Carson Partners, a division of CWM LLC, is a nationwide partnership of advisors. The opinions voiced in the Way to Wealth with Scott Ford are for general information only and are not intended to provide specific advice or recommendations for an individual. Past performance is no guarantee of future results. All indices are unmanaged and may not be invested into directly. Investing involves risk, including possible loss of principal. No strategy assures success or protects against loss. To determine what may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing.  Guests on Way to Wealth are not affiliated with CWM, LLC. Legado Family is not affiliated with CWM LLC. Carson Wealth 19833 Leitersburg Pike, Suite 1, Hagerstown, Maryland, 21742.

Education is how we will pursue financial independence. Controlling our cash flow can help us gain control of our financial lives. Today, we will discuss this concept with our team member, Ashley Sowers.

 

TIMESTAMPS 

1:03 – Welcome Ashley Sowers

5:06 – Why is making money simple important?

7:38 – The stress of money

8:19 – Cash flow and control

12:12 – Listening, teamwork, education

14:23 – Asset liabilities

19:44 – Options out there

 

Read the full blog and get additional information on The Way2Wealth®: https://www.theway2wealth.com/episodes/

 

RESOURCES

About our guest: 

https://www.carsonwealth.com/team-members/ashley-sowers/

More on The Way2Wealth®: https://www.theway2wealth.com/

More About Scott Ford: https://www.carsonwealth.com/team-members/scott-ford/

Subscribe to Our YouTube Channel: https://bit.ly/354Pd2M

Subscribe on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-way2wealth/id1607901600

 

Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. 19833 Leitersburg Pike, Suite 1 Hagerstown, MD 21742. Guests are not affiliated with Cetera Advisors Networks LLC, or CWM, LLC. Opinions expressed by the presenter may not be representative of Cetera Advisors Networks LLC, or CWM, LLC.

Hear Past episodes of the Way2Wealth Podcast!
https://theway2wealth.com

Learn more about our Host, Scott Ford, Managing Director, Partner & Wealth Advisor
https://www.carsonwealth.com/team-members/scott-ford/

Investment advisory services offered through CWM LLC, an SEC-registered investment advisor.  Carson Partners, a division of CWM LLC, is a nationwide partnership of advisors. The opinions voiced in the Way to Wealth with Scott Ford are for general information only and are not intended to provide specific advice or recommendations for an individual. Past performance is no guarantee of future results. All indices are unmanaged and may not be invested into directly. Investing involves risk, including possible loss of principal. No strategy assures success or protects against loss. To determine what may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing.  Guests on Way to Wealth are not affiliated with CWM, LLC. Legado Family is not affiliated with CWM LLC. Carson Wealth 19833 Leitersburg Pike, Suite 1, Hagerstown, Maryland, 21742.

Credit and interest rates can cause a lot of stress for people. Today, we are going to explore these two important factors in our finances and learn how we can utilize them as tools to help build our wealth.

 

TIMESTAMPS 

1:10 – Welcome Shane Heizer

3:26 – Why is credit important?

6:38 – Credit score

7:31 – What affects a credit report?

10:33 – Cash in a bank

14:22 – Soft pull

15:50 – Interest rate efficiency

20:12 – Refinancing

21:58 – Debt liability

23:28 – Debt efficiency score

 

Read the full blog and get additional information on The Way2Wealth®: https://www.theway2wealth.com/episodes/

 

RESOURCES

About our guest: 

https://www.carsonwealth.com/team-members/shane-heizer/

More on The Way2Wealth®: https://www.theway2wealth.com/

More About Scott Ford: https://www.carsonwealth.com/team-members/scott-ford/

Subscribe to Our YouTube Channel: https://bit.ly/354Pd2M

Subscribe on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-way2wealth/id1607901600

 

Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. 19833 Leitersburg Pike, Suite 1 Hagerstown, MD 21742. Guests are not affiliated with Cetera Advisors Networks LLC, or CWM, LLC. Opinions expressed by the presenter may not be representative of Cetera Advisors Networks LLC, or CWM, LLC.

Hear Past episodes of the Way2Wealth Podcast!
https://theway2wealth.com

Learn more about our Host, Scott Ford, Managing Director, Partner & Wealth Advisor
https://www.carsonwealth.com/team-members/scott-ford/

Investment advisory services offered through CWM LLC, an SEC-registered investment advisor.  Carson Partners, a division of CWM LLC, is a nationwide partnership of advisors. The opinions voiced in the Way to Wealth with Scott Ford are for general information only and are not intended to provide specific advice or recommendations for an individual. Past performance is no guarantee of future results. All indices are unmanaged and may not be invested into directly. Investing involves risk, including possible loss of principal. No strategy assures success or protects against loss. To determine what may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing.  Guests on Way to Wealth are not affiliated with CWM, LLC. Legado Family is not affiliated with CWM LLC. Carson Wealth 19833 Leitersburg Pike, Suite 1, Hagerstown, Maryland, 21742.

A strong family structure is necessary when we are planning for our family’s financial future. On today’s show, we speak with Rich Christiansen about the importance of your legacy and your family’s constitution.

 

TIMESTAMPS 

1:01 – Introducing Rich Christiansen

2:53 – His backstory

8:39 – What do we want to pass on?

10:14 – Rich’s thoughts on family

23:31 – Conversations with family

25:42 – Family structure & rites of passage

33:01 – Growing and improving

37:16 – How do you put this in place?

 

Read the full blog and get additional information on The Way2Wealth®: https://www.theway2wealth.com/episodes/

 

RESOURCES

About our guest: 

https://legadofamily.com/

More on The Way2Wealth®: https://www.theway2wealth.com/

More About Scott Ford: https://www.carsonwealth.com/team-members/scott-ford/

Subscribe to Our YouTube Channel: https://bit.ly/354Pd2M

Subscribe on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-way2wealth/id1607901600

 

Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. 19833 Leitersburg Pike, Suite 1 Hagerstown, MD 21742. Guests are not affiliated with Cetera Advisors Networks LLC, or CWM, LLC. Opinions expressed by the presenter may not be representative of Cetera Advisors Networks LLC, or CWM, LLC.

Hear Past episodes of the Way2Wealth Podcast!
https://theway2wealth.com

Learn more about our Host, Scott Ford, Managing Director, Partner & Wealth Advisor
https://www.carsonwealth.com/team-members/scott-ford/

Investment advisory services offered through CWM LLC, an SEC-registered investment advisor.  Carson Partners, a division of CWM LLC, is a nationwide partnership of advisors. The opinions voiced in the Way to Wealth with Scott Ford are for general information only and are not intended to provide specific advice or recommendations for an individual. Past performance is no guarantee of future results. All indices are unmanaged and may not be invested into directly. Investing involves risk, including possible loss of principal. No strategy assures success or protects against loss. To determine what may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing.  Guests on Way to Wealth are not affiliated with CWM, LLC. Legado Family is not affiliated with CWM LLC. Carson Wealth 19833 Leitersburg Pike, Suite 1, Hagerstown, Maryland, 21742.

Insurance is a way of managing risk. On this episode, we will be discussing insurance maximization with Darron Miller. He is working to educate others on the importance of good coverage and we’ll use this platform to help continue that today.

 

TIMESTAMPS 

1:58 – Darron Miller’s backstory

5:33 – Defining insurance maximization

8:50 – Not valuing insurance maximization

11:45 – Doing insurance right

13:45 – Common misconceptions

18:51 – Working with Darron

21:36 – Contact Darron

 

Read the full blog and get additional information on The Way2Wealth®: https://www.theway2wealth.com/episodes/

 

RESOURCES

About our guest: 

[email protected]

https://www.foundationsinsurance.com/home

More on The Way2Wealth®: https://www.theway2wealth.com/

More About Scott Ford: https://www.carsonwealth.com/team-members/scott-ford/

Subscribe to Our YouTube Channel: https://bit.ly/354Pd2M

Subscribe on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-way2wealth/id1607901600

 

Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. 19833 Leitersburg Pike, Suite 1 Hagerstown, MD 21742. Guests are not affiliated with Cetera Advisors Networks LLC, or CWM, LLC. Opinions expressed by the presenter may not be representative of Cetera Advisors Networks LLC, or CWM, LLC.

Hear Past episodes of the Way2Wealth Podcast!
https://theway2wealth.com

Learn more about our Host, Scott Ford, Managing Director, Partner & Wealth Advisor
https://www.carsonwealth.com/team-members/scott-ford/

Investment advisory services offered through CWM LLC, an SEC-registered investment advisor.  Carson Partners, a division of CWM LLC, is a nationwide partnership of advisors. The opinions voiced in the Way to Wealth with Scott Ford are for general information only and are not intended to provide specific advice or recommendations for an individual. Past performance is no guarantee of future results. All indices are unmanaged and may not be invested into directly. Investing involves risk, including possible loss of principal. No strategy assures success or protects against loss. To determine what may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing.  Guests on Way to Wealth are not affiliated with CWM, LLC. Legado Family is not affiliated with CWM LLC. Carson Wealth 19833 Leitersburg Pike, Suite 1, Hagerstown, Maryland, 21742.

Having a strong foundation in financial planning means protecting yourself and your family. Today, we are discussing how estate planning and asset protection are essential to protecting yourself, your finances, and your family.  

 

TIMESTAMPS 

0:55 – Introducing Andrew Howell

5:35 – Estate planning vs. asset protection

8:26 – DIY Estate Planning

10:51 – Conventional Estate Planning

18:03 – Family declaration of independence

25:52 – $500,000 to $2,000,000 investable assets

32:26 – Examples of planning and protection

40:00 – Protecting assets with risk 

41:17 – Protecting assets from each other

43:12 – Protecting assets from the outside world

50:18 – What questions should you be asking?

55:28 – Where to learn more

 

Read the full blog and get additional information on The Way2Wealth®: https://www.theway2wealth.com/episodes/

 

RESOURCES

About our guest: 

[email protected]

https://www.yorkhowell.com/our-practices/

https://www.amazon.com/Entrusted-Building-Legacy-That-Lasts/dp/0692558268

More on The Way2Wealth®: https://www.theway2wealth.com/

More About Scott Ford: https://www.carsonwealth.com/team-members/scott-ford/

Subscribe to Our YouTube Channel: https://bit.ly/354Pd2M

Subscribe on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-way2wealth/id1607901600

 

Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. 19833 Leitersburg Pike, Suite 1 Hagerstown, MD 21742. Guests are not affiliated with Cetera Advisors Networks LLC, or CWM, LLC. Opinions expressed by the presenter may not be representative of Cetera Advisors Networks LLC, or CWM, LLC.

Hear Past episodes of the Way2Wealth Podcast!
https://theway2wealth.com

Learn more about our Host, Scott Ford, Managing Director, Partner & Wealth Advisor
https://www.carsonwealth.com/team-members/scott-ford/

Investment advisory services offered through CWM LLC, an SEC-registered investment advisor.  Carson Partners, a division of CWM LLC, is a nationwide partnership of advisors. The opinions voiced in the Way to Wealth with Scott Ford are for general information only and are not intended to provide specific advice or recommendations for an individual. Past performance is no guarantee of future results. All indices are unmanaged and may not be invested into directly. Investing involves risk, including possible loss of principal. No strategy assures success or protects against loss. To determine what may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing.  Guests on Way to Wealth are not affiliated with CWM, LLC. Legado Family is not affiliated with CWM LLC. Carson Wealth 19833 Leitersburg Pike, Suite 1, Hagerstown, Maryland, 21742.