The Way2Wealth®

One of the biggest challenges people have as they move closer to financial independence is finding their purpose. With extra time and fewer responsibilities, we lose that sense of routine that we’ve relied on for so long, but there’s no reason why the second half of life can’t be better than the first. That’s what today’s guest, John Anderson, helps people with every day thanks to a program that replaces retirement with intentional living. 

Join us on today’s episode as we discuss these important topics and more:

• What is the Legacy Map and how to apply that to your daily living. (5:40)
• How accountability works better as a triangle. (7:49)
• The connection between the digital age and the analog operation of nature.  (15:01)
• Aligning what we believe with our money and how nature ties into all of this. (23:33)
• What customer intimacy means and why it’s important. (33:04)
• Forming these patterns around money at an early age and breaking those for future generations. (42:04)
• The best piece of money advice that John wants to share. (43:43)

RESOURCES

About our guest: https://replaceretirement.com/

More Episodes: https://www.theway2wealth.com/episodes/ 

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

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.

Connecting with nature provides many benefits to the mind and body so it’s not a surprise that it might also have a positive influence on our finances. Today we’ve invited Bryan Doreian from SDG Impact Fund to explore this idea of regenerative wealth and applying that approach to our money can reap many great benefits.

Join us on today’s episode as we discuss these important topics and more:

• What is SDG Impact Fund and what are they up to? (2:57)
• A detailed breakdown of regenerative wealth as Bryan views it. (9:40)
• Taking a stewardship approach to investing. (20:32)
• Having awareness of assets and markets. (24:46)

RESOURCES

About our guest: https://bryanwdoreian.com/

More Episodes: https://www.theway2wealth.com/episodes/ 

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

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.

The financial industry can be a complicated one to sift through because of the range of services and fees that you can find when searching for advice and guidance. Today we’ve invited Bonnie Bailey, VP of Business Development at Carson Wealth, to talk with us about the variety of services you’ll find and to help us understand all of the costs that you might incur.

Join us on today’s episode as we discuss these important topics and more:

• Why Scott treats costs as part of the investment. (1:33)
• The different types of services and how fees are charged for each. (6:34)
• Transparency in what your all-in costs cover is important to get. (13:00)
• A breakdown of the different types of fees and what they cover. (14:36)
• How to make sure you’re aligned with the team you’re working with. (19:11)

RESOURCES

About our guest: https://www.carsonwealth.com/team-members/bonnie-bailey/ 

More Episodes: https://www.theway2wealth.com/episodes/ 

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

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.

Each of us possess a unique personality when it comes to money, and that’s what drives the decisions we make and determines what motivates our financial satisfaction. This ‘Money DNA’ is in all of us, but how do we find out what it is? Entrepreneur Dan Mangena joins us to explore this idea and help us all find the deeper meaning to wealth beyond the money.

Join us on today’s episode as we discuss these important topics and more:

• The story of why he left a successful business and moved halfway around the world. (2:20)
• The best piece of financial advice he’s ever received. (5:29)
• His explanation and expression of ‘Money DNA’. (7:37)
• Specific examples and tests he uses to help find someone’s ‘Money DNA’ (14:57)
• Why strategies aren’t going to apply to every person. (20:11)

RESOURCES

About our guest: https://bit.ly/3TEUzpD

More Episodes: https://www.theway2wealth.com/episodes/ 

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

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.

The older you get, the more you realize that money and work don’t truly mean too much in the grand scheme of things. Where we find true wealth and happiness is through family and the meaningful bonds we’re able to create.

Today’s guest, Rich Christiansen, has developed a program to help people become intentional about the time they spend with their children in order to give them the confidence to pass on the values and legacy that’s most important.

Join us on today’s episode as we discuss these important topics and more:

• Rich’s perspective on gratitude and how that ties into happiness. (2:41)
• Why happiness is a choice and not an entitlement. (9:34)
• How Legado came to be formed. (16:21)
• Defining the Legado Family structure. (23:45)
• The role symbols play in the family.(26:32)
• The critical ages for children and how Rich approaches these years. (34:14)
• How Way2Wealth creates structure for the legacy piece of wealth management. (42:58)

RESOURCES

About our guest: https://legadofamily.com/ 

More Episodes: https://www.theway2wealth.com/episodes/ 

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

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.

We talk about simplicity all the time as part of the Way2Wealth® journey and today’s guest has fully embraced this way of living. Paul Akers has championed the Lean approach in all aspects of life and it’s not only led to success but also fulfillment and happiness. Today we’ll learn more about his core values and the principles he uses to guide his work and relationships.   

Join us on today’s episode as we discuss these important topics and more:

• What is Lean and the story of how he came to fully understand it. (5:11)
• Why education is the foundation for a good life. (7:24)
• The benefits to putting Lean into an organization. (9:13)
• Life is about what you give, not what you get. (12:42)
• The story of being entrepreneur at a young age and saving for a car by 15. (16:50)
• How to apply Lean principles to business. (21:50)
• The one piece of advice he’d give on how to approach life. (27:00)

RESOURCES

About our guest: https://paulakers.net/

More Episodes: https://www.theway2wealth.com/episodes/ 

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

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.

The key to every successful relationship is to first have love for ourselves and who we are. We all struggle with this inner bonding to some degree but finding that self-worth can be life changing. Today we’ll spend time with Dr. Margaret Paul to better understand her process for self-healing and why it’s the key to building loving relationships.

Join us on today’s episode as we discuss these important topics and more:

• Why does love start with loving yourself? (5:08)
• A breakdown of the six steps to inner bonding (9:22)
• Advice for how to get inside your body. (16:45)
• Ways we abandon ourselves and the effect that has. (19:19)
• How this applies to work relationships and culture. (22:27)
• The 3 pillars to excellent health. (24:45)
• How to learn more about Dr. Paul and the services they offer. (29:35)

RESOURCES

About our guest: https://www.innerbonding.com

More Episodes: https://www.theway2wealth.com/ 

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

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 an entrepreneur or business leader, you pour so much time and energy into your work that you want to be able to enjoy the success when it happens but, all too often, that isn’t the case.

Studies show that 72% of leaders and entrepreneurs are either directly or indirectly affected by mental health issues, which is significantly more than people that aren’t in these positions. It’s also why today’s guest has devoted her work to helping coach these leaders during times of emotional stress.

Gemma Stone has offered behind-the-scenes psychological support to leaders and entrepreneurs for over 20 years and she’s with us on this episode to talk about this side of the work we do. It’s not something that we speak openly about very much, but it’s important to have these discussions because we’ve all dealt with these mental struggles to some degree. We hope this show will help shine the light on the trauma that many people carry with them and provide ways to deal with these issues.

Join us on today’s episode as we discuss these important topics and more:

• How she got started in this line of work. (4:02)
• The earliest memory she had of money and how it pushed her. (6:53)
• Aligning the conscious, sub-conscious and unconscious to create sustainable success. (10:09)
• How to identify the trauma in your mind and how to address it. (14:08)
• Examples of ways people have sabotaged themselves. (21:09)
• She explains psychological evolution and shares an example. (23:51)
• The importance of separating your identity from the things that you do. (28:24)
• How to learn more about the work Gemma and connect with her. (35:08)

RESOURCES

About our guest: https://gemmastone.org/ 

More Episodes: https://www.theway2wealth.com/episodes/ 

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

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.

With market volatility comes emotional decision making. However, following a defined process like the Way2WealthⓇ can ensure your finances are safe now and into the future. With our guest, Jake Stone, we’ll break down emotional decision making and some ways you can protect your finances through the bucket strategy.

Join us on today’s episode and we break down these topics and much more with Jake:

• What do we see going on in the market? How do we put this into perspective? (8:00)
• Strategies to keep up with inflation and the changing value of the dollar. (13:00)
• What are some examples people can implement in the growth bucket? (16:19)
• Following the process will keep you and your finances safe. (21:43)

RESOURCES

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

More Episodes: https://www.theway2wealth.com/episodes/ 

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

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 we all know we’ve been experiencing an unprecedented bull market since 2009. So, the volatility we are feeling now is making investors nervous. To break down this topic we are welcoming back a former guest, Jonathan Mullins.

When you don’t know what the future is going to hold it’s easy to fall into a recency bias. While it can be an uncertain time, we know that consumers are consistent and the market will eventually recover.

On today’s episode, we’re going to put the market in perspective and discuss some strategies you can use to help protect your financial freedom. Join us as we break down these topics and much more with Jonathan:

• Market volatility can make us nervous and how we get a recency bias. (4:14)
• Why is “bucketing” so important and how does it keep you on track? (10:45)
• We need to appreciate life, Time is all we have. (12:22)
• What are some options available when it comes to the income bucket? (21:08)

RESOURCES

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

More Episodes: https://www.theway2wealth.com/episodes/ 

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

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.