Health and Wealth Podcast Show (2025)

14/11/2024

In this Health and Wealth Podcast episode, hosts Carter Wilcoxson and Dr. Ben welcome Anson McDaniel, who shares his extensive journey in the financial services industry. Anson discusses the importance of mentorship, the influence of his family, and his commitment to helping others. The conversation delves into Anson's current work, including the Retirement Impact Blueprint, which focuses on tax mitigation strategies for high-net-worth individuals. Anson also highlights his philanthropic efforts to combat human trafficking and the importance of having a purpose beyond financial gain. In this episode, Carter discusses the importance of passing on values rather than just valuables, emphasizing the need for a solid moral foundation in wealth management. He highlights the heartbreaking issue of children without homes and the role of wealth in funding organizations that help them. The conversation shifts to the significance of health in wealth, particularly as individuals age, and the importance of understanding BMI and weight management. Carter shares insights on fasting as a powerful tool for health improvement and discusses the connection between spiritual health and overall well-being. The episode concludes with a reminder of the importance of passing down values to future generations.

Story Notes:

🎙️ Anson McDaniel's Journey into Financial Services
🎙️ Family and Personal Influences
🎙️ The Importance of Helping Others
🎙️ Building Professional Connections
🎙️ The Philosophy of Client-Centric Service
🎙️ Anson's Current Work and Purpose
🎙️ Retirement Impact Blueprint Overview
🎙️ Human Trafficking Awareness and Philanthropy
🎙️ Tax Mitigation Strategies for High Net-Worth Individuals
🎙️ Passing on Values, Not Just Valuables

Learn more about Anson McDaniel and his Retirement Impact Blueprint here: https://www.theretirementimpactblueprint.com/the-retirement-impact-blueprint-waitlist-page

WEALTH: Not getting enough clients? Book a FREE
(https://www.epicservicescompany.com/meetings/cwilcoxson-epic-ceo) 15-minute Client Acquisition Consultation with CEO | Carter Wilcoxson to learn how.

HEALTH: Low on energy or overweight? Go to https://chemicalfreebody.com/?sscid=a1k7_avqy2&products and grab GREEN 85 Juice Formula or book a FREE 30-minute Health Strategy Session with Tim or one of his coaches.

10/10/2024

In this episode of the Health and Wealth Podcast, host Carter Wilcoxson and co-host Dr. Ben engage with Geoffrey Wallace from Mutual of Omaha Mortgage. They explore Geoffrey's journey into financial services, the impact of personal experiences on career choices, and the importance of education in financial planning. The conversation also delves into the challenges faced in the mortgage industry, the role of reverse mortgages in retirement planning, and the intersection of health and wealth, particularly concerning end-of-life care. Additionally, they discuss the effects of technology on mental health and the benefits of staying active through sports like pickleball.

🎙️ Geoffrey Wallace's Journey into Financial Services
🎙️ The Impact of Family Experiences on Career Choices
🎙️ Connecting Through Shared Backgrounds
🎙️ Transitioning to Mutual of Omaha Mortgage
🎙️ The Importance of Education in Financial Services
🎙️ Navigating Market Challenges and Opportunities
🎙️ The Role of Reverse Mortgages in Financial Planning
🎙️ Health and Wealth: Addressing End-of-Life Care
🎙️ The Effects of Technology on Mental Health
🎙️ Staying Active: The Benefits of Pickleball

Learn more about Geoffrey Wallace here: https://www.linkedin.com/in/wallacegeoffrey/

WEALTH: Not getting enough clients? Book a FREE
(https://www.epicservicescompany.com/meetings/cwilcoxson-epic-ceo ) 15-minute Client Acquisition Consultation with CEO | Carter Wilcoxson to learn how.

HEALTH: Low on energy or overweight? Go to https://chemicalfreebody.com/?sscid=a1k7_avqy2&products and grab GREEN 85 Juice Formula or book a FREE 30-minute Health Strategy Session with Tim or one of his coaches.

11/09/2024

🎙️Meet Dr. Ben Shamoiel🎙️

Meet Dr. Ben Shamoiel, the new interim co-host of the Health and Wealth Podcast! With over 26 years of experience as a board-certified chiropractor, Dr. Ben shares his journey to holistic health and wellness. Tune in as he and Carter Wilcoxson discuss the importance of addressing the root cause of health issues, creating a natural healing environment, and how his family embraces a naturopathic lifestyle. 🎧

Apple Podcasts: https://apple.co/3Xugaoi
YouTube: https://youtu.be/SAUutbdPEDc

30/08/2024

🎙️Navigating Finance and Wellness🎙️

Andrew Nemes, a financial advisor from Novi, Michigan, shares his journey from growing up in a competitive household of CPAs to becoming a trusted advisor for physicians, entrepreneurs, and auto executives. He discusses the challenges of navigating the financial world during COVID-19 and emphasizes the importance of building strong client relationships. Explore Andrew's insights on industry trends, home workouts, and the benefits of a chemical-free lifestyle.

YouTube: https://youtu.be/v-Hc97U6Fe0
Apple: https://apple.co/3z0aMRm

23/08/2024

🎙️Unlocking the Power of Tax-Free Municipal Bonds🎙️

Join Tim and Carter as they dive into an insightful conversation with Chris Murray, exploring the journey from stay-at-home dad to financial advisor. Discover the benefits of tax-free municipal bonds, the importance of trust and relationships, and strategies for managing stress in the financial services industry. Tune in for valuable advice and tips on balancing life, business, and wellness!

YouTube: https://youtu.be/06Z_pZYNjfU
Apple: https://podcasts.apple.com/us/podcast/the-benefits-of-tax-free-municipal-bonds-with-chris-murray/id1545845970?i=1000666384567

16/08/2024

🎙️Tax Planning and Dispute Resolution with Blake Pinyan🎙️

Discover how Blake Pinyan of Anchor Bay Capital is helping young professionals and pre-retirees achieve financial success. From resolving tax disputes to maximizing savings through strategic tax planning, Blake's expertise and personal journey make him a trusted guide in the financial world.

YouTube: https://youtu.be/R4G-YjeFg9Y
Apple Podcasts: https://apple.co/3WPb2uz

15/08/2024

🎙️Importance of Marketing for Business Owners🎙️

Join Kyle Ryan on the Health and Wealth Podcast as he shares his journey into financial advising, the challenges of client acquisition, and the emotional aspects of retirement planning. Kyle also dives into the importance of food quality, local produce, and the surprising role of ni****ne in health. Tune in for insights on building trust, credibility, and a healthier lifestyle.

YouTube: https://youtu.be/Mc5Pbcv30kE
Apple Podcasts: https://apple.co/3YE0EIj

14/08/2024

🎙️The Truth about Genetically Modified Seeds🎙️

In the latest episode of the Health and Wealth Podcast, Kyle Ryan shares his journey into financial planning and his passion for retirement strategy. Discover his thoughts on food quality, local produce, and unconventional insights on COVID-19. Tune in for a deep dive into finance and wellness!

YouTube: https://youtu.be/Mc5Pbcv30kE
Apple Podcasts: https://apple.co/3YE0EIj

13/08/2024

🎙️Navigating Retirement with Confidence🎙️

Tune in to the latest episode of Health and Wealth Podcast as Kyle Ryan shares his journey in financial planning, the impact of quality food, and intriguing insights on COVID-19. Discover how he helps clients approach retirement and maintains a healthy lifestyle. Don't miss out!

YouTube: https://youtu.be/Mc5Pbcv30kE
Apple Podcasts: https://apple.co/3YE0EIj

09/08/2024

🎙️Navigating Financial Success and Wellness🎙️

Dive into this episode of the Health and Wealth Podcast with Kyle Ryan! Discover his journey into financial planning, the challenges of client acquisition, and his passion for education. Plus, get his take on the importance of quality food and intriguing theories on COVID-19. Tune in for fresh perspectives on finance and health!

YouTube: https://youtu.be/Mc5Pbcv30kE
Apple Podcasts: https://apple.co/3YE0EIj

20/12/2023

In this episode of the Health and Wealth podcast, hosts Carter and Tim welcome Paul Lim, a financial advisor and Advisory Board Member of the San Diego Financial Literacy Center (SDFLC). The hosts discuss Paul's journey into financial advising and his passion for simplifying complex financial concepts. Paul emphasizes the importance of visual explanations in teaching and shares insights on tax deductions using a metaphor of peeling dollars off the top of a pile. The conversation delves into the challenges of the Great Recession and the unique work culture shift from the East Coast to the West Coast.

Paul's involvement with the SDFLC is explored, highlighting the center's mission to enhance financial literacy. The hosts discuss the inadequacies of the public school system in teaching financial concepts and the need for accessible financial education for all age groups. Paul's dedication to breaking down financial barriers and his unique teaching approach make this episode a valuable resource for those seeking financial literacy.

Story Notes:

🎙️Getting to Know Paul Lim
🎙️Financial Literacy and Teaching
🎙️San Diego Financial Literacy Center (SDFLC)
🎙️Communication Strategies

Learn more about Paul Lim here:
https://www.sdflc.org/about/staff-board/

WEALTH: Not getting enough clients? Book a FREE
(https://www.epicservicescompany.com/meetings/cwilcoxsonepicceo) 15 minute Client Acquisition Consultation with CEO | Carter Wilcoxson to learn how.

HEALTH: Low on energy or overweight? Go to https://chemicalfreebody.com/?sscid=a1k7_avqy2&products and grab GREEN 85 Juice Formula or book a FREE 30 minute Health Strategy Session with Tim or one of his coaches

08/11/2023

Welcome back to the Health and Wealth podcast, hosted by Carter and Tim. In this week's episode, the dynamic duo is joined by a special guest, Lisa Malick, a certified financial planner based in Colorado. Lisa shares her unique journey into the financial advising industry, which was fueled by personal experiences and a desire to make a meaningful difference in people's lives.

Lisa emphasized the importance of understanding clients' unique financial goals and needs, especially in the context of life transitions like retirement or the loss of a spouse. Lisa also discussed the transition to a fee-only model for her firm, highlighting the focus on eliminating conflicts of interest and providing comprehensive financial planning. The podcast touched on her personal experiences and how they influence her approach to financial advising.

Story Notes:

🎙️ Meet Lisa Malick
🎙️ Challenges and Adversities
🎙️ Comprehensive Financial Planning
🎙️ Life Insurance and Planning
🎙️ Transition to Fee-Only Model

Learn more about Lisa Malick here:
https://lighthousefinancialllc.com/

WEALTH: Not getting enough clients? Book a FREE
( https://www.epicservicescompany.com/meetings/cwilcoxsonepicceo ) 15 minute Client Acquisition Consultation with CEO | Carter Wilcoxson to learn how.

HEALTH: Low on energy or overweight? Go to https://chemicalfreebody.com/?sscid=a1k7_avqy2&products and grab GREEN 85 Juice Formula or book a FREE 30 minute Health Strategy Session with Tim or one of his coaches

Health and Wealth Podcast Show