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Wealth from Wisdom

A Business and Investing podcast
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Many people who are financially wealthy are emotionally poor. Carson Wealth has a simple mission: to inspire clients to pursue their True Wealth—the things that money can’t buy and death can’t take away. Tune in to hear some of the most celebrated and respected financial advisors and executives in the industry share their insight and wisdom on how to live life by design, not default.

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Recent Episodes

Retirement Risks: Looking at the Hurdles in Retirement Beyond Your Investment Portfolio
Risk in financial planning is a common topic. Are you a conservative or growth-centric investor? Stocks or bonds? What are the Federal Interest Rates doing? But there are plenty of other risks in retirement outside of investments. From tax efficiency to long-term care insurance, dealing with unexpected health concerns, the death of a loved one, or needing to supplement your retirement income – you need to be prepared. In this episode of Wealth From Wisdom, Paul West and Erin Wood discuss the retirement risks outside of your investment portfolio, and how you can set yourself up to not only meet your retirement income needs, but also to protect yourself, your family and your legacy. 
Understanding Your 401(k): Four Rules to Successfully Save for Retirement
The 401(k) is the most popular retirement vehicle (outside of Social Security, of course) – and the number of 401(k) millionaires is at an all-time high. But a million dollars might not be enough for today’s retirement standards. How can you take your 401(k) to the next level and not only strive to reach that million-dollar mark – but actually meet your retirement needs?In this week’s episode of Wealth From Wisdom, Paul West and Scott Kubie discuss 401(k)s – and the four rules you can follow to help successfully save for retirement. 
From Tax Efficiency to Retirement: Financial Planning for Small Business Owners
You’re a business owner. You had a dream and with your own two hands made it into a reality. People depend on you – to support the economy, create jobs, to keep vital gears of society turning. Your own financial needs can sometimes drift to the back-burner. Taking care of others’ livelihoods can draw you away from planning for your own. And your needs are unique — you signed paychecks instead of receiving them, you structured benefit plans rather than simply benefitting. On this episode of Wealth From Wisdom, we’re going to discuss financial planning for small business owners.
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Podcast Details
Started
Feb 18th, 2017
Latest Episode
Sep 7th, 2019
Release Period
Weekly
No. of Episodes
114
Avg. Episode Length
About 1 hour
Explicit
No

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