Health and Wealth Podcast with Carter & Tim
By Carter Wilcoxson and Tim James
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Image by Carter Wilcoxson and Tim James
Category: Self-Improvement
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Episodes: 116
Description
🎤IT’S OFFICIAL!! Carter and Tim have launched their very own show to educate, empower, and enlighten you on ALL things Health and Wealth! 🚀 🎧Make sure to follow, share, and like for immediate access to this priceless information.
| Episode | Date |
|---|---|
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Retirement Impact Blueprint Creator - Anson McDaniel
|
Nov 14, 2024 |
|
The Role of Education in Financial Services with Geoffrey Wallace
|
Oct 10, 2024 |
|
Meet Dr. Ben: Our New Interim Co-Host
|
Sep 11, 2024 |
|
Navigating Financial Advisory in a Changing World with Andrew Nemes
|
Aug 30, 2024 |
|
The Benefits of Tax-Free Municipal Bonds with Chris Murray
|
Aug 23, 2024 |
|
Resolving Tax Disputes and Saving Money through Tax Planning with Blake Pinyan
|
Aug 15, 2024 |
|
The Importance of Food Quality and Buying Local with Kyle Ryan
|
Aug 08, 2024 |
|
Empowering Minds, Transforming Finances with Paul Lim
|
Dec 20, 2023 |
|
Navigating the Complexities of the Financial Industry with Lisa Malick
|
Nov 08, 2023 |
|
Brock Eson - Building Enterprise Value and Balancing Relationships in Financial Advisory
|
Oct 18, 2023 |
|
Cheryl Canzanella - Navigating the Financial Impact of the Opioid Crisis
|
Sep 20, 2023 |
|
Patrick Huey,CFP - Strategic Giving: Maximizing Impact and Wealth Preservation
|
Sep 06, 2023 |
|
Charlie Beljan - Gratitude, Discipline, and the Power of Sobriety
|
Aug 16, 2023 |
|
Navigating Authenticity and Technological Evolution with Libby Griewe
|
Jun 28, 2023 |
|
Navigating the Financial Services Arena with Jeff Kothe
|
Jun 07, 2023 |
|
VP Brion Crum - Encouraging Investment in Economically Disadvantaged Areas
|
May 17, 2023 |
|
Brad Gotto, Partner: From Youth Pastor To Guiding His Clients Retirement Journey
|
Mar 22, 2023 |
|
Angela Wright, CFP®, MBA Creating A Place of Possibility For Clients
|
Mar 15, 2023 |
|
Ryan Savage CFP®, Savage and Associates- Planning for the long term
|
Mar 08, 2023 |
|
CEO Barbara Micheletti of Interrupting Aging-Gerontologist Partnering With Financial Professionals In The Senior Market
|
Feb 23, 2023 |
|
Joe Allaria, CFP®, MBA Partner and Wealth Advisor for Carson Allaria Wealth Management- Quarterbacking His Clients To A Successful Retirement
|
Feb 15, 2023 |
|
Mason Marozas-Why Hiring A Young Advisor Makes Sense
|
Feb 08, 2023 |
|
Brad Mendel, CFP®, EA Training New Advisors From The Ground Up
|
Feb 01, 2023 |
|
Josh Manifold, Bringing Access and Transparency to Value-Driven Clients
|
Jan 25, 2023 |
|
Phil Graham, CEO and Creator of The Beneficiary Liquidity Plan® Delivers Money To Beneficiaries When It’s Needed Most
|
Jan 18, 2023 |
|
Brian Adams, CEO | Founder Excelsior Capital Bringing Direct Access To Private Equity
|
Jan 11, 2023 |
|
Diana Cabrices, Double Your Revenue Lead Generation Strategies That Work While You Sleep
|
Jan 04, 2023 |
|
LaTika Tillis, Private Investments Specialist
|
Dec 28, 2022 |
|
Dennis Stack, A Digital Platform To Leave Behind Your Values
|
Dec 21, 2022 |
|
Pamela Capalad, CFP®, AFC® and Dyalekt From The Brunch and Budget Podcast
|
Dec 14, 2022 |
|
Laura Holcombe, CFP® From Chemistry and Computer Science Major to Financial Advisor Formulator
|
Dec 07, 2022 |
|
Ari Rastegar, Affectionately Known As The "Oracle of Austin"
|
Nov 30, 2022 |
|
Connor Lowery, CFP®, CPA, CWS® Applying Biblical Principles and Wisdom For His Clients
|
Nov 23, 2022 |
|
Joshua Aldus, Wealth Advisor and Navy Veteran
|
Nov 16, 2022 |
|
Paul Nikolai MBA, CFP®, From Deloitte To Problem Solver Extraordinaire
|
Nov 09, 2022 |
|
Andrew Wallace, Financial Advisor Making The Complex More Simplified
|
Nov 02, 2022 |
|
Erica Ramos, Financial Consultant Bringing Trust-Based Planning To Her Clients For A Tax-Free Retirement
|
Oct 26, 2022 |
|
Ben Offit, CFP® Making A Difference In People's Lives
|
Oct 19, 2022 |
|
Angela Wright, CFP®, MBA Creating A Place of Possibility For Clients
|
Oct 12, 2022 |
|
Kevin Mayo, CFP®, MBA From Restaurateur To Wealth Strategist Extraordinaire
|
Oct 05, 2022 |
|
Miles Veth, Creating A Paradigm Shift
|
Sep 28, 2022 |
|
Shauna The Tax Goddess, CPA, MTax, CTC, CTS Top 1% Tax Strategist In The U.S.
|
Sep 21, 2022 |
|
LLOYD YAMADA, CFP®, CEO From Engineer To Financial Planning Engineer
|
Sep 14, 2022 |
|
Erik Kroll, CFP Helping People Solve Student Debt Loans
|
Sep 07, 2022 |
|
Christian Mills, Reverse Mortgages A Secret Weapon For Financial Planning
|
Aug 31, 2022 |
|
Jill Carr, CFP, CPA Empowering Gen X and Millennials To Retire Wealthy
|
Aug 24, 2022 |
|
Sam Jones, CFP, AFC Networking His Way To Business Success
|
Aug 17, 2022 |
|
Michael Golosovker, JD, CFP® Expanding His Value To Clients Across The U.S
|
Aug 10, 2022 |
|
Glenn Busch, CFA From All-American Athlete To All-American Portfolio Manager
|
Aug 03, 2022 |
|
Morgan Lawrence, From Balancing In Ballet To Balancing Her Clients Retirement
|
Jul 27, 2022 |
|
Scott Airey, From Baseball Player To Wealth Manager With Unique Distribution Strategies
|
Jul 20, 2022 |
|
Danielle Taylor Woods, J.D. Bringing The Multidisciplinary Approach To A Whole New Level
|
Jul 13, 2022 |
|
Josh Manifold, Bringing Access and Transparency to Value-Driven Clients
|
Jul 06, 2022 |
|
From Ukraine To Building Financial Algorithms, With Pavlo Huda, CFA on EP #49 replay available now
|
Jun 30, 2022 |
|
Whitney Emanuel, CFP Building Her Practice With A Solid Foundation of Faith
|
Jun 22, 2022 |
|
Christopher Elmore, Overcoming Adversity To Serve His Community
|
Jun 15, 2022 |
|
Matt and Joanne Eby, JD. Bringing Estate Planning To The Working Class
|
Jun 08, 2022 |
|
Steve Brennan, Jr. Host of The Commercial Free Podcast
|
Jun 01, 2022 |
|
Ciara Lister, ESQ. Attorney Working Collaboratively With Advisors
|
May 25, 2022 |
|
Blanca Abbud, MBA The PEO Lady
|
May 18, 2022 |
|
Lisa Camacho, Embracing Digital Tools To Elevate The Client Experience
|
May 11, 2022 |
|
Shauna The Tax Goddess, CPA, MTax, CTC, CTS Top 1% Tax Strategist In The U.S.
|
May 04, 2022 |
|
Mark Willis, CFP A Man On A Mission
|
Apr 27, 2022 |
|
Silvia Manent, CFP, CFA, Taking Female Advisory To Another Level
|
Apr 20, 2022 |
|
Zechariah Schaefer, Founder Ascent Personal Finance- Serving Crypto Investors With Transparent Fees
|
Apr 13, 2022 |
|
Cliff Taylor, CFP® How to Rise Above Your Competition
|
Apr 06, 2022 |
|
Annie Son, Financial Coach: Finding Her Niche Working With Aspiring Artists
|
Mar 30, 2022 |
|
Nancy Addison, How To Be Healthy And Happy At Any Age
|
Mar 23, 2022 |
|
Brad Gotto, Partner: From Youth Pastor To Guiding His Clients Retirement Journey
|
Mar 16, 2022 |
|
Pavlo Huda, CFA Level I Candidate: From Ukraine To Building Financial Algorithms
|
Mar 09, 2022 |
|
Trishul Patel, CFP Helping Younger Investors Retire Early
|
Mar 02, 2022 |
|
Tim Robertson, Not All Trusted Advisors Are Built The Same
|
Feb 23, 2022 |
|
Ryan Conley CFP, Embracing Legacy Planning For The Mass Affluent
|
Feb 16, 2022 |
|
Frank Byskov, CFA, CFP of Forty4 Financial- From Olympic Hopeful To Sharing His Passion For ESG Investing
|
Feb 09, 2022 |
|
Shari Greco Reiches, Co-Founder, Principal, and Chief Visionary Officer of Rappaport Reiches Capital Management
|
Feb 02, 2022 |
|
Dionelle Rucker, FA, From West Point To Tax And Estate Planning Specialist
|
Jan 26, 2022 |
|
Dean Somes, Senior Wealth Manager, From Giant Slolam To Constructing Portfolios
|
Jan 19, 2022 |
|
Marti McLeish and Stephanie Murphy, Dynamic Duo Helping To Refine The Advisors’ Practice
|
Jan 12, 2022 |
|
Amanda Bateman, Exploding Your Practice With A Client Super Niche
|
Jan 05, 2022 |
|
Carter and Tim, Sharing Podcast And Client Success
|
Dec 29, 2021 |
|
Brad Mendel, CFP®, EA Training New Advisors From The Ground Up
|
Dec 22, 2021 |
|
Gary Korolev, From Russian Political Refugee To Wealth Manager Extraordinaire
|
Dec 15, 2021 |
|
Gary Loftsgard, Estate Planning Made Easy For Everyone
|
Dec 08, 2021 |
|
Kimberly Skermer, The Approach Coaching Method
|
Dec 01, 2021 |
|
Christian Aymond, Complimenting Portfolios With Interval Funds
|
Nov 24, 2021 |
|
ADAM KELLER, CFP®, AEP®, Balancing Ego and Living Abundantly
|
Nov 17, 2021 |
|
Mason Marozas-Why Hiring A Young Advisor Makes Sense
|
Nov 10, 2021 |
|
Mike Rosenberg, Giving You The Tips, Tricks, and Tools To Be Successful
|
Nov 03, 2021 |
|
David Bigelow, CFP®, MBA Securing Professional Athletes Secure Their Future
|
Oct 27, 2021 |
|
Owen Demmerly CFP, Increase Your Profits By Finding Your Niche
|
Oct 20, 2021 |
|
Ayinde Holliman, Helping Families Build A Better Future
|
Oct 13, 2021 |
|
Ari Rastegar, Affectionately Known As The "Oracle of Austin"
|
Oct 06, 2021 |
|
Carter and Tim, Sharing Podcast And Client Success
|
Sep 29, 2021 |
|
Nancy Addison, How To Be Healthy And Happy At Any Age
|
Sep 22, 2021 |
|
Marlon Altoe, Financial Solutions For Divorced Couples and LGBTQ
|
Sep 15, 2021 |
|
Ted Purdy, PGA Tour Winner, Getting High On Giving
|
Sep 08, 2021 |
|
Sean Entin The Stroke Hacker and Traumatic Brain Injuries
|
Sep 01, 2021 |
|
Matt and Joanne Eby, JD. Bringing Estate Planning To The Working Class
|
Aug 25, 2021 |
|
Randa Hoffman, Exclusive Financial Planning Strategies For Women
|
Aug 18, 2021 |
|
Wilbur You, Building Advisors Online Credibility and Lead Generation
|
Aug 11, 2021 |
|
Miles Veth, Creating A Paradigm Shift
|
Jul 28, 2021 |
|
Scott Treadway PhD, How To Read Supplement and Food Labels For Optimal Health
|
Jul 22, 2021 |
|
Carter & Tim Back Story to Health and Wealth
|
Jul 14, 2021 |
|
Rick White, Trusted Advisors MUST Add Estate Planning To Their Practice
|
Jul 07, 2021 |
|
Ciara Lister, ESQ. Attorney Working Collaboratively With Advisors
|
Jun 23, 2021 |
|
Jim Crider, CFP Helping Clients To Live Intentionally
|
Jun 16, 2021 |
|
Lisa Camacho, Embracing Digital Tools To Elevate The Client Experience
|
Jun 09, 2021 |
|
Scott Garcia of Premier Estate and Income Planning
|
Jun 02, 2021 |
|
Dennis Stack, A Digital Platform To Leave Behind Your Values
|
May 26, 2021 |
|
Diana Cabrices, Double Your Revenue Lead Generation Strategies That Work While You Sleep
|
May 19, 2021 |
|
Tim Robertson, Not All Trusted Advisors Are Built The Same
|
May 12, 2021 |
|
Michael Ciullo, How-To Bulletproof Your Client Relationships
|
May 05, 2021 |
|
Jennifer Surmacz, From Black Belt To Chief Counsel
|
Apr 28, 2021 |
|
Jon Garland-Sutter, Doubling His Income During The Pandemic
|
Apr 21, 2021 |
|
Wilbur You, Building Advisors Online Credibility and Lead Generation
|
Apr 14, 2021 |
|
Ciara Lister, ESQ. Attorney Working Collaboratively With Advisors
|
Mar 31, 2021 |