In this episode of Thrive and Achieve, Dr. Matt Markel interviews Carl Pearson, a retirement planner with a diverse background in chiropractic care and financial services. They discuss the importance of financial planning, common mistakes people make as they approach retirement, and strategies for different age groups. Carl emphasizes the need for clarity in financial goals, the significance of income replacement in retirement, and the importance of diversification in investment strategies. The conversation also touches on the differences between Roth IRAs and 401(k)s, the necessity of taking control of one's financial future, and the mindset needed to thrive and achieve financial success.

“The Poor buy Things, the Middle Class buy Liabilities, and the Wealthy buy Assets”- Mike Clark

Mike Clark is a successful business leader turned financial professional, advising multiple high net worth individuals. In this episode he provides a ton of insights and dives deep on the tricks to understanding assets, liabilities, and equity at the household level.

If you don't know where your household stands financially, start here for the play-by-play on how to get started.

In this inaugural episode of Thrive & Achieve, Dr. Matt Markel takes a hard look at the two biggest pain points facing today’s professionals. Despite making up over 93 million workers and powering every great company, professionals often feel stuck in their careers and anxious about their financial futures.

Dr. Matt shares why founders get the spotlight while employees create the real value, and why this overlooked group deserves better. With candid stories and data, he explores how to break free from career stagnation and tackle financial anxiety head-on.