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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How Not to Go Bust With Your Inheritance
28/07/2018 Duration: 46minBaby Boomers are set to inherit $11.6 Trillion from the greatest generation. But, 1 in 3 people who receive an inheritance will go bust in 2 years. On this episode, Paul and special guest Jeremy Willner of MAG Wealth Management will talk about how to handle receiving an inheritance.
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Navigating Fact vs. Fiction in Financial Advice
21/07/2018 Duration: 46minEvery day you are force-fed investing advice from all directions. How can you tell what is good advice and what isn’t? On this episode, learn how to navigate the fact and fiction of financial advice.
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Maintaining Your Money in Retirement
14/07/2018 Duration: 46minMore than 40% of Americans are at risk of going broke in retirement. Tune in to this week’s episode to learn why that statistic is true, and how you can make sure you aren’t part of it.
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Becoming Financially Independent
07/07/2018 Duration: 46minWhat does it mean to be financially independent, and how can you get there? Learn all about what being financially independent means for you.
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The Most Overlooked Risk in Retirement
30/06/2018 Duration: 46minWhat are the risks that will threaten your financial security in retirement? You might be thinking stock market risk or investment risk, but you would just be scratching the surface. Today, there are far more significant risks that could cost you a small fortune in retirement. On this episode, learn the most overlooked risk that could crush you in retirement.
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Following the Millionaire’s Money Managing Process
23/06/2018 Duration: 46minWhat do millionaires know about money, that you don’t know? How do they get away with paying fewer taxes than anyone else? And how do they make their money make money, while minimizing their downside? Learn all the answers on this week’s episode.
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Dotting Your I’s and Crossing Your T’s: How to be fully prepared for retirement
16/06/2018 Duration: 46minImagine what it will feel like once you finally retire. Its exciting, but it can also be scary. And, today more than ever, you have to dot your I’s and cross your T’s. On this episode, learn how eliminate unwanted financial surprises and become fully prepared to retire.
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8 Surprising Things You Don’t Know About Social Security … That Could Cost You a Small Fortune
09/06/2018 Duration: 46minAs much as $10 billion in social security benefits go unclaimed every single year. You may not realize this, but how and when you claim your benefits could have a huge impact on your taxes, Medicare premiums and even your spousal benefits! On this episode . . . We’ll reveal 8 surprising things you don’t know about social security, including … Little known strategies that could help boost your benefits for not only you … but also your spouse. How you could prevent your Medicare premiums from going through the roof. Plus, strategies that could help you avoid being taxed on as much as 85% of your benefits.
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You’re Receiving an Inheritance … Here’s What You Need to Know
02/06/2018 Duration: 46minBaby boomers are set to inherit 11.6 trillion dollars from “The Greatest Generation.” But it’s reported that 1 in 3 people who receive an inheritance … will go bust within 2 years? Receiving an inheritance sounds great, but there’s a lot more to it than meets the eye. And so many Americans are ill-prepared. This episode of Wealth from Wisdom reveals the strategies that could help you make the most out of an inheritance.
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Behind The Scenes in Financial Services (With Special Guest Melanie Housden)
26/05/2018 Duration: 46minIn today’s episode of Wealth From Wisdom, Special Guest Melanie Housden joins Ron Carson to discuss financial services behind the scenes.
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5 Expenses that Could Blindside You In Retirement
19/05/2018 Duration: 46minDo you think you have a bullet proof budget for retirement? Learn 5 huge expenses that could blindside you, and the strategies that could help protect yourself on this Wealth From Wisdom episode.
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The Answers to Your Retirement Questions, Doubts and Concerns
05/05/2018 Duration: 46minHave you ever wondered if you’ve saved enough for retirement? How much you can afford to spend? Or if you’ll run out of money? Ron Carson and Paul West will answer your biggest questions on Wealth From Wisdom and share 7 strategies that could make your money go a lot further than you thought possible.
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You Probably Overpaid the IRS
28/04/2018 Duration: 46minThis year, Americans paid more than $1 BILLION than they needed to in taxes. How? Americans ignore the one thing that could help them save money in taxes – having a forward looking tax strategy. In this episode, Ron and Paul will teach you how to develop a strategy that works best for you.
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Stock Market Volatility and Retirement
21/04/2018 Duration: 46minOne day, the stock market is up 500 points. The next day, it is down 1,000. That is just the new world we live in. We’ve had more stock market volatility in the past few weeks than in the past decade. This poses problem for those recently retired, or who are nearing retirement.
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How You Should Think About Blockchain
14/04/2018 Duration: 46minYou’ve heard all about Bitcoin and Cryptocurrencies, but have you ever wondered what really enabled all of it to happen, and why it will be a big deal? In this episode Ron and his special guests will arm you with information on how you need to think about Blockchain.
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Could You Retire Sooner Than You Think?
07/04/2018 Duration: 46minDo you ever dream of retiring where every day is yours to do whatever you want to do … Like traveling; spending time with your family; playing golf; or pursuing your passion? That may seem like some faraway fantasy … But there are a lot of people who will retire long before their 65th birthday. And you could too! Learn how you could retire sooner than you ever thought possible in 4 simple steps.
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5 Things You MUST Know About Your IRA and 401K!
31/03/2018 Duration: 45minHow will you make the most out of your IRA and 401K? Learn the 5 things you MUST know about your retirement accounts on this episode.
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How Inflation Could Impact Your Retirement
24/03/2018 Duration: 46minEvery dollar you’ve saved for retirement today could be worth less tomorrow … All because of inflation. In this episode, Paul & Jim cover the little-known strategies that could help you stay one step ahead of inflation in retirement!
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7 Pitfalls of Asset Allocation
17/03/2018 Duration: 46minIf you don’t have a properly diversified investment portfolio … you could erase years of hard work, savings and sacrifice … all in the blink of an eye. In this episode, Ron and Paul discuss how you can diversify your portfolio, do more with your money, and reduce risk.
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7 Mistakes Made in Retirement
10/03/2018 Duration: 46minAs you get closer and closer to retirement, you will be bombarded with thousands of decisions. In this episode, Ron and Brook cover the 7 mistakes most people make in retirement, and how to avoid them.