Episodios

  • Ep 81: Turn the Tables with Kevin Thompson
    Aug 14 2024

    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.


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    25 m
  • Ep 80: Building a Bulletproof Financial Foundation: Mastering the Three-Bucket Savings Strategy
    Jul 18 2024

    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.


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    28 m
  • Ep 79: Building an Impenetrable Financial Fortress: Mastering Asset Protection and Estate Planning Strategies
    Jul 4 2024

    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.


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    39 m
  • Ep 78: Assembling Your Dream Financial Team: A Masterclass in Collaborative Wealth Management
    Jun 28 2024

    Unlock the secret to a financial strategy that evolves with you, as we gather insights from a team of finance ninjas; Scott Toms (Partner, Wealth Advisor), Ashley Sowers (Partner, Wealth Advisor), Jake Stone (Partner, Wealth Advisor), and Sam Wilkerson (Partner, Wealth Advisor). Together, we debunk the myth of the lone financial advisor and showcase the unparalleled strength of a synergistic team. By tapping into the collective expertise of various professionals, we reveal how a robust dream team approach can lead to a more comprehensive understanding of your financial landscape. Just imagine the confidence you'll gain knowing that every angle of your wealth management is scrutinized by specialists who treat your financial goals as their own.

    Key Takeaways:

    • Learn why a financial quarterback could be the game-changer in aligning your wealth strategy with substance
    • How proactive, silo-breaking communication can adapt to life's twists and turns.
    • We're pulling back the curtain on strategies to vet potential team members, emphasizing the importance of ego-free collaboration for your benefit.


    It's a masterclass in assembling your dream financial team—once a privilege reserved for the ultra-wealthy, now within your grasp. Join us for a journey to financial wisdom where collaboration is king and your financial confidence is the ultimate prize.

    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.


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    30 m
  • Ep 77: Fortifying Your Financial Future: Interest and Credit Secrets Round Table
    Apr 4 2024

    Uncover the secrets to safeguarding your assets and steering through the world of interest rates and credit in a riveting discussion that promises to arm you with the knowledge to fortify your financial future. Joined by Garret Gunderson and key members of the team, Alexis, Shane and Ashley. Whether you're a retiree navigating the complexities of a fixed-income portfolio or an investor seeking stability amidst economic uncertainties, our deep-dive with wealth advisors Alexis and Ashley will equip you with the strategies for intelligent asset allocation and capital preservation.
    Expect to learn a ton from today's show, including:

    • Challenging common conceptions about debt, equity, and the efficiency of interest rates.
    • The paths to leveraging loans judiciously and prioritizing quality of life over stringent financial doctrines.
    • The psychological underpinnings of fiscal decisions, reminding you that ultimately, you are your most valuable asset.
    • The critical role of credit scores in shaping your financial well-being.
    • Practical tips on rectifying credit report inaccuracies and the profound impact these scores have on insurance costs.
    • The sophisticated use of cash value insurance in wealth-building — a move that could redefine your approach to financial freedom.

    Tune in for a session brimming with actionable insights that could redefine the way you manage your wealth.

    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.


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    50 m
  • Ep 76: Crafting a Meaningful Legacy: Estate Planning Beyond the Documents Roundtable
    Mar 29 2024

    Are your assets destined for the right hands, and does your family understand the values guiding their inheritance? We’re here to make estate and legacy planning less daunting and more meaningful. With the help of Bonnie, Kristen, Cam and Rich, we navigate the intricacies of ensuring your legacy is preserved and cherished just as you envision. This episode is a heartfelt journey through the significance of passing down values and maintaining family unity.
    Expect to pick up some tips on the following:

    • The ongoing conversation about aligning those estate documents with the heartbeat of your family
    • The necessity of communicating your vision and intentions
    • Exploring how a family constitution could be vital in preventing discord and ensuring your wealth serves its intended purpose
    • Strategies for keeping your loved ones informed, united, and prepared to carry on your legacy without the burden of ambiguity or conflict
    • The practical steps of keeping your plan current with life’s changes
    • The importance of collaborative professionals in crafting a plan that’s as detailed as it is flexible.


    Discover the innovative concept of a family bank and how it can be integrated into your planning. This talk isn't just about preparing for the inevitable—it’s about crafting a legacy that speaks across generations, imprinting your values and vision on the future.

    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.


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    45 m
  • Ep 75: Optimizing Your 2024 Financial Strategy: Smart Savings, Strategic Charitable Giving, and Retirement Planning Round Table
    Mar 21 2024

    Embark on a journey through the financial landscape of 2024 with the team —Jake, Sam, Daron, and Eric—as we share a wealth of strategies to keep your cash flow robust and your fiscal control ironclad. From Shohei Otani's smart contract deferment to the savvy structuring of your assets for maximum long-term gain, we've got insider tips that will transform the way you handle your wealth.
    This episode is your road map to a more prosperous future, no matter where you stand today. In today's chat, we discuss:

    • The psychological shifts that come with major financial transitions.
    • The 'bucketing' method, providing a clear structure to classify your funds and ease your mind
    • The importance of clear communication with partners on financial goals and the power of yearly check-ups on your financial health
    • The art of strategic charitable giving and tax planning
    • How setting up a donor-advised fund can amplify your generosity while easing your tax burden
    • The potential benefits of leveraging Qualified Charitable Distributions to make an impact
    • The secrets to maintaining a consistent cash flow as you transition into retirement


    With this episode, you're not just listening to advice; you're gearing up with actionable steps toward financial freedom and control.

    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.


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    33 m
  • Ep 74: The Essence of Fulfillment: Dr. Keith Witt on Wealth, Happiness, and the Power of Relationships
    Mar 7 2024

    Discover the transformative power of relationships and their essential role in achieving true happiness with renowned psychologist Dr. Keith Witt. In a riveting discussion, we share the wisdom Dr. Witt's "Loving Completely," unraveling how health, wealth, wisdom, and joy are inexorably linked to our capacity for gratitude, a well-defined purpose, and the cultivation of deep connections. Prepare to be enlightened by our exploration of the universe's interconnectivity, the complexity that has blossomed since the Big Bang, and the profound impact that coherent, nurturing relationships can have on our intimate bonds and overall fulfillment.

    Dr. Witt guides us through the intricacies of the human psyche, discussing the pivotal role of purpose and the exploration of our shadow selves. Our conversation ventures into the six moral foundations that shape us, particularly highlighting how the pursuit of sanctity informs our moral compass and influences growth and healing within relationships. Join us as we examine the delicate balance of individual aspiration against our deeply ingrained need for communion, akin to bees working in harmony within a hive, and how this balance is a cornerstone for societal advancement and personal enlightenment.

    Wrapping up with the wisdom that only years of dedicated practice can bring, Dr. Witt imparts the profound realization that understanding our interconnectedness is the antidote to feelings of isolation. Our deep dive into the dynamics of defensive states in relationships reveals how empathy and awareness can transform conflicts into opportunities for empathy and growth. As we conclude this episode, the conversation sets the stage for future dialogues on regenerative capitalism and meaningful living, leaving you with contemplative insights into the essence of wealth and the incomparable value of relationships in crafting a life of fulfillment and prosperity.

    Learn more about our guest, Dr. Keith Witt
    Dr. Keith Witt is a Licensed Psychologist, teacher, and author who has lived and worked in Santa Barbara since 1973. He has conducted over 70,000 therapy sessions and published nine books, including Loving Completely, Shadow Light, and Integral Mindfulness. His books Waking up and Sessions were two of the first books on Integrally informed psychotherapy. In presentations and classes around the U.S. and internationally, Keith has explored love, therapy, interpersonal relationships, and development, from multiple perspectives, weaving neuroscience, Integral theory, wisdom traditions, and numerous forms of psychotherapy into a coherent cosmology of love and healing. Keith and his wife Becky have been together since 1973 and they have two grown children, Zoe and Ethan. Over the years Keith’s interests have included martial arts, tap dancing, surfing, tennis, and singing/songwriting with his band, Blown Head Gasket. You can find out more about Dr. Keith on his website drkeithwit.com.

    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.


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    36 m