With current market volatility, many investors are starting to get worried. But practicing patients and planning can help withstand these market bumps. On today’s episode, we’ll discuss investments and volatility with Managing Partner and Chief Strategy Officer at Carson Wealth, Burt White.

 

 

About our guest: www.carsongroup.com 

 

TIMESTAMPS: 

1:37 – What is your experience and background?

4:37 – Volatility as a fine or a fee

9:02 - Practicing patience and persistence

13:48 – The bucket approach

16:59 – Emotionally withstanding volatility

22:30 – Big scary things

27:50 – Progress happens slow

32:33 – Your earliest memory of money?

 

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

 

RESOURCES

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

 

Sec

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.

What is life without experiences? On today’s show, we discuss the value of building experiences beyond monetary goals with Garrett Gunderson.

Learn more about Garrett and his mission: https://garrettgunderson.com/

 

TIMESTAMPS 

0:53 – Welcome back to the show Garrett!

2:20 – What are your thoughts on experiences?

3:53 – Spending time on ourselves

8:28 - Doing things and confronting fear

11:41 – Space and margin in life

15:41 – How is your comedy special going?

20:25 – What’s the message you want to send?

22:44 – Connection and overcoming fear

24:06 – Discussing family constitution

27:04 – How can people learn more?

 

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

 

RESOURCES

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: 

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.

What does financial freedom mean to you? On today’s episode, Jamie Hopkins joins us to discuss the powerful idea of financial freedom.

 

TIMESTAMPS 

1:51 – Welcome Jamie Hopkins!

6:15 – What does financial freedom mean to you?

11:14 – What steps make sense to reach financial freedom?

16:36 – What should business owners be aware of?

22:41 – Any other advice you want to share?

 

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

 

RESOURCES

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

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 are we to enjoy our wealth without our health? On today’s episode, our guest Dr. Diva Nagula will share his amazing journey through business and a cancer diagnosis and how he’s changed his life through nutrition, health, and spirituality.

 

TIMESTAMPS 

2:20 – Dr. Diva’s background

10:26 – Why is inflammation so important?

13:01 – The change in his journey and career

15:32 – The system is backwards

18:48 – The importance of spirituality

20:17 – A few critical things to focus on

 

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

 

RESOURCES

Check out Diva's book: https://fromdoctortopatient.com/read-the-book/

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.

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.

Ben Falk, the ecologist, and permaculture expert joins us on today’s episode to explore the role the environment plays in our journey to find health, wealth, and happiness.

 

TIMESTAMPS 

0:42 – Welcome Ben Falk!

2:57 – How did you get into this space?

4:28 – How would you define wealth?

8:10 – What is your definition of permaculture?

15:31 – Naturalizing the economy

19:56 - What really is wealth?

26:35 – Starting at Zone 0

31:16 – Healing the soil

34:17 – Re-investment in land

39:33 – The role of legacy

44:29 -  How you can be involved

 

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

 

RESOURCES

Check out Ben's book: https://www.chelseagreen.com/product/the-resilient-farm-and-homestead/

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 Inv

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.

Today we are continuing our conversation with the CEO of Carson Wealth, Ron Carson. We'll explore the importance of having a dream and purpose in business and in life. 

 

TIMESTAMPS 

0:42 – The core of happiness 

4:22 – Live your life by design 

8:00 – What’s the opposite of your dream?

10:32 – Giving people your time 

15:53 – Values and your family mission 

19:40 – Empowering your children 

23:14 – Living in truth and wisdom 

 

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/ron-carson/

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

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.

Do you have an exit plan developed with your business? As a CEO or entrepreneur, it can be difficult to think about leaving your company, but you’ve worked hard to accumulate wealth and you likely want to enjoy it. On today’s episode, John Ratliff explores developing exit strategies with business owners and CEOs and how he’s helping these high-level professionals enjoy their wealth. 

 

TIMESTAMPS 

1:12 – Welcome to the show John!

4:36 – What brings about happiness?

9:09 – When’s the right time to think about an exit?

11:39 – Making yourself redundant in your business

19:04 - Why the bigger number?

22:49 – Creating a perpetual philanthropy model

26:32 – Creating core values and a foundation

32:00 – What happens if you don’t get it right?

38:20 – This is your biggest asset, get it right

44:15 – Having someone that’s been there on your side

 

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

 

RESOURCES

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/S

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.

Your most valuable asset is your time. You can always get more money, you can’t get more time. On today’s episode, we’ll explore the power of living in the now with our guest Bonnie Bailey, CFPⓇ.

 

TIMESTAMPS 

0:00 – Focusing on the now

2:08 – Present living, experience, and learning

3:05 – What does living now mean to you?

4:54 – Our industries focus on the future

9:13 – Bringing meditation into your routine

12:10 – Three most impactful books

14:34 – Financial planning and the now

18:41 – A miserable billionaire

 

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

 

RESOURCES

More about Bonnie: https://www.carsonwealth.com/team-members/bonnie-bailey/

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 divisi

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.

Financial planning, saving for retirement, and acquiring assets, are all great monetary goals. But when is enough, enough? On today’s episode, the CEO of Carson Wealth joins us to break down the concept of having enough.

 

TIMESTAMPS 

0:00 – Welcome Ron Carson!

2:10 – Reviewing the Way2WealthⓇ

3:47 – The concept of having enough

8:52 – Recognizing you have enough

11:40 – Redefining goals with money

15:53 – Re-structuring your money and mission

19:04 – Shoutout to Dreamweaver Foundation

20:25 – Having a dream to work towards

 

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

 

RESOURCES

Check out Ron’s Dreamweaver Foundation: https://dreamweaver.org/

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

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 often are you prioritizing your health in your Way2Wealth journey? Today, Steve Maxwell joins us to discuss the importance of exercise and health when planning for the future.

 

TIMESTAMPS 

0:42 – Welcome Steve Maxwell!

1:33 – Steve’s perspective on ‘enough’

4:07 – Making life more simple

7:56 – Why did Steve get into health?

12:51 – Business owners exiting

17:07 – 7 generation thinking

24:32 – Get moving!  

 

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

 

RESOURCES

About our guest: 

https://www.maxwellsc.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, L

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.