Today I want to share a great conversation I had earlier this year with Kevin Thompson on his 'Million Dollar Relationships' podcast, sharing my thoughts on financial freedom and personal growth.

It was a great opportunity to share my journey from witnessing my parents' bankruptcy to becoming a leading wealth advisor and founding the organization we have today.

I'm passionate about helping people fully live their lives today, without waiting for a distant future, and the show dives into my philosophy of not only financial wisdom, but the incredible impact of connections.

This episode also explores how personal healing and self-work are crucial steps for meaningful relationships and how my "I will be" model, is a powerful mindset for entrepreneurs aiming to make a lasting difference in their communities and beyond.

Key Takeaways:

• Discover how my childhood experience of my bankruptcy ignited his mission to simplify financial management and help others achieve financial freedom.
• I talk about my transition from working in insurance to founding Cornerstone in 1996, providing comprehensive family office services for entrepreneurs and business owners.
• Hear how influential mentors like Tony Robbins and WWII veteran Art Stamates shaped my perspective on life and the importance of loving people.
• We explore the profound spiritual experiences I shared with my children and how these moments have deeply impacted our relationships and personal growth.
• I talk about my holistic approach to personal and communal development through the "I will be" model, emphasizing the importance of self-work for meaningful relationships and impactful philanthropy.
• We discuss the importance of not waiting for a distant future to live your life fully, but rather finding ways to enjoy and make the most of today.

Join me for a great conversation that merges financial insight with the heartwarming power of human connection.

Hear Past episodes of the Way2Wealth Podcast!
https://theway2wealth.com

Learn more about our Host, Scott Ford, Managing Director, Partner & Wealth Advisor
https://www.carsonwealth.com/team-members/scott-ford/

Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services
offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under
separate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwide
partnership of advisors. 19833 Leitersburg Pike, Suite 1 Hagerstown, MD 21742. Opinions expressed by the
presenter may not be representative of Cetera Advisors Networks LLC, or CWM, LLC.

Are you ready to redefine your financial future and solidify your path to wealth?

That's precisely the journey we embark on in our latest Way2Wealth podcast. With the experience of Andrew Stratton (Client Services Associate), Jeremy Day (Wealth Advisor), and Scott Toms (Partner, Wealth Advisor), we dissect the art of strategic savings and the underrated power of the war chest—your ultimate financial safeguard and opportunity reserve.

We'll critique the common investment-centric mindset and champion a fortified financial base as your starting line in the race toward financial freedom.

Key Takeaways:

• It's not just about saving; it's about mastering the three-bucket strategy that ensures you're prepared for today, tomorrow, and the distant future.
• Learn the nuances of liquidity and the hidden gems in cash equivalents
• Navigate the delicate balance of asset distribution,
• Arm yourself with the practical wisdom needed to protect and grow your fortune.
• The crucial role of the savings bucket for those eyeing retirement, our conversation pivots to the calculated distribution of assets that shelters you from sequence of returns risk.

Let's not just plan for wealth; let's build a foundation that can withstand the tests of time and opportunity. Join us for a session that promises to transform your approach to savings and wealth management.

Hear Past episodes of the Way2Wealth Podcast!
https://theway2wealth.com

Learn more about our Host, Scott Ford, Managing Director, Partner & Wealth Advisor
https://www.carsonwealth.com/team-members/scott-ford/

Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services
offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under
separate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwide
partnership of advisors. 19833 Leitersburg Pike, Suite 1 Hagerstown, MD 21742. Opinions expressed by the
presenter may not be representative of Cetera Advisors Networks LLC, or CWM, LLC.

Unlock the secrets to securing your wealth and ensuring your financial future with our riveting discussion on asset protection and estate planning. Joined by the inimitable Jonathan 'Cub' Mullins (Wealth Advisor), the astute Alexis Bush (Wealth Advisor) from our Hagerstown, Maryland office, and the ever-insightful Bob Keebler (Partner, Keebler Associates), we dissect the critical strategies that go far beyond mere insurance. Uncover the pivotal importance of structuring your assets to ward off risks, learn about leveraging legal entities like LLCs, and delve into strategic debt usage - all to safeguard your hard-earned wealth from unforeseen threats.

Key Takeaways:

• Hear real-world stories that illustrate the costly pitfalls of common mistakes and the power of trust structures and corporate trustees.
• Our panel experts guide you through the maze, spotlighting the benefits of juridical tactfulness in asset protection, as exemplified by the advantageous laws of states like Wyoming and Nevada.
• Learn strategies specifically tailored to shield your business in a volatile economic climate. Discover how multiple LLCs, strategic inter-family lending, and comprehensive insurance policies lay the groundwork for robust asset protection.

Join us for this invaluable lesson in protecting both personal and business wealth, underscored by the critical roles of financial planners and lawyers, and leave with the confidence to navigate the complex landscape of asset protection.

Hear Past episodes of the Way2Wealth Podcast!
https://theway2wealth.com

Learn more about our Host, Scott Ford, Managing Director, Partner & Wealth Advisor
https://www.carsonwealth.com/team-members/scott-ford/

Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services
offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under
separate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwide
partnership of advisors. 19833 Leitersburg Pike, Suite 1 Hagerstown, MD 21742. Opinions expressed by the
presenter may not be representative of Cetera Advisors Networks LLC, or CWM, LLC.