Synopsis
Many people who are financially wealthy are emotionally poor. Carson Wealth has a simple mission: to inspire clients to pursue their True Wealththe things that money cant buy and death cant 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.
Episodes
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Hidden Risks that Threaten Your Retirement
13/07/2019 Duration: 46minYou may fear losing money in the stock market. But there are many other risks that could cut your nest egg in half! Learn what they are on Wealth From Wisdom.
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The Dark Side of Your IRA and 401(K) That You Deserve to Know
28/06/2019 Duration: 46minYour IRA or 401(K) is one of your biggest retirement assets, but there’s a dark side to these accounts that nobody wants to talk about. Don’t miss this episode of Wealth From Wisdom.
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Sequence of Returns Risk And How it Could Impact Your Nest Egg
14/06/2019 Duration: 46minWhat is Sequence of Returns risk, and how does it threaten your retirement? Learn how you could protect your entire life savings on Wealth From Wisdom.
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The ABCs of RMDs (Required Minimum Distributions)
07/06/2019 Duration: 46minWhen you retire, RMD’s could trigger massive taxes and penalties with your IRA, 401K and other retirement accounts. Don’t miss this episode of Wealth From Wisdom with Paul West and guest Senior Investment Strategist Scott Kubie.
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5 Strategies to Help You Get More from Social Security
31/05/2019 Duration: 48minHow is it that two different people in nearly identical scenarios receive dramatically different amounts in Social Security benefits? Learn why on this episode of Wealth From Wisdom.
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How to Avoid 5 Portfolio Diversification Blind Spots
24/05/2019 Duration: 46minDiversification is more than just a mix of stocks, bonds and mutual funds. Learn how to avoid 5 other diversification blind spots on this episode.
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The Most Common Money Mistakes
09/05/2019 Duration: 46minMost people aren't honest about the mistakes they make with their money. On this episode of Wealth From Wisdom, Paul and Erin discuss how you learn more from your failures than your successes.... especially when it comes to your money.
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The Ultimate Guide To Generating Income in Retirement
03/05/2019 Duration: 46minYou could experience one of two scenarios in retirement … One, your savings and investments are generating income for you. The money comes in like clockwork, which enables you to do everything you’ve dreamed of doing in retirement.Or two, you have no retirement income plan. Your principal is shrinking every month. And you live in constant fear of running out of money in retirement.Don’t miss the ultimate guide to generating income in retirement, on this episode Wealth From Wisdom.
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5 Ways To Help You Get More Out of Your IRA, 401K and Other Retirement Accounts
27/04/2019 Duration: 46minThere’s more to your IRA and 401K than meets the eye. Learn 5 way to get MORE out of your tax-deferred retirement accounts, on this episode of Wealth From Wisdom.
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5 Things You Must Tackle Before You Can Call It Quits
20/04/2019 Duration: 46minMost people THINK they’re ready to retire … long before they’re financially prepared. On this episode, learn the 5 things you must tackle before you start planning that retirement party.
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Save Thousands in Retirement
13/04/2019 Duration: 46minDon't get hammered with taxes in retirement... Listen to this episode to learn how you could save yourself thousands of dollars in retirement, if not more!
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Critical Ways Timing Could Make or Break Your Retirement
05/04/2019 Duration: 46minYour success or failure in retirement … will be determined by one thing. And that one thing … is timing. On this episode, learn how to navigate the timing of critical issues that could make or break your retirement.
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Smart Social Security Strategies... To Help You Get More Out of Your Benefits!
30/03/2019 Duration: 46minThere are 5 strategies that could help you get more out of your Social Security benefits when you retire. Don’t miss this episode of Wealth From Wisdom to find out what they are!
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5 Things You CAN Control... That Could Give Your Nest Egg a Big Shot in the Arm
22/03/2019 Duration: 46minThere are some things you can’t control with financial planning. But there are 5 things you CAN control … that could give you a big financial shot in the arm. On this episode, Paul and Erin talk about how you can make your money and investments go further in retirement.
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5 Common Investment Diversification Mistakes That Could Cause You To Lose Your Shirt
16/03/2019 Duration: 49minThere’s one thing that could help you avoid losing your shirt in a stock market correction, or a bear market. Hear Paul West and Scott Kubie on this episode to learn more.
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5 Critical RMD Mistakes… You Can’t Afford to Make
02/03/2019 Duration: 46minRequired Minimum Distributions could trigger an avalanche of taxes you never expected! Learn how to avoid 5 critical mistakes that could cost you a fortune.
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How to Be Successful in Retirement
23/02/2019 Duration: 50minOn this episode, Paul is joined by Erin Wood, Vice President of Wealth Planning at Carson Wealth. Tune in to hear what most people overlook in retirement, and how you can ensure you are successful in your retirement.
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Your Biggest Expense In Retirement
09/02/2019 Duration: 46minYour biggest expense in retirement isn’t what you think… On this episode of Wealth From Wisdom, Paul and Jim discuss the piece of the retirement puzzle that you are probably overlooking.
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How NOT To Invest Your Money
26/01/2019 Duration: 50minYou’d never let a first time contractor remodel your house, so why let an inexperienced advisor manage your money? On this episode, Paul and Jim discuss the 5 things smart investors NEVER do with their money.
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The Magic Retirement Number
19/01/2019 Duration: 50minWhat is the magic number that will let you retire? What if we told you that number wasn’t so magical after all? On this week’s episode, Paul and Erin discuss what you could be missing for your retirement, and how to fix it before its too late.