Navigating Financial Advisory in a Changing World with Andrew Nemes

Retirement Impact Blueprint Creator - Anson McDaniel

In this Health and Wealth Podcast episode, hosts Carter Wilcoxson and Dr. Ben welcome Anson McDaniel, who shares his extensive journey in the financial services industry. Anson discusses the importance of mentorship, the influence of his family, and his commitment to helping others. The conversation delves into Anson's current work, including the Retirement Impact Blueprint, which focuses on tax mitigation strategies for high-net-worth individuals. Anson also highlights his philanthropic efforts to combat human trafficking and the importance of having a purpose beyond financial gain. In this episode, Carter discusses the importance of passing on values rather than just valuables, emphasizing the need for a solid moral foundation in wealth management. He highlights the heartbreaking issue of children without homes and the role of wealth in funding organizations that help them. The conversation shifts to the significance of health in wealth, particularly as individuals age, and the importance of understanding BMI and weight management. Carter shares insights on fasting as a powerful tool for health improvement and discusses the connection between spiritual health and overall well-being. The episode concludes with a reminder of the importance of passing down values to future generations. Story Notes: * Anson McDaniel's Journey into Financial Services * Family and Personal Influences * The Importance of Helping Others * Building Professional Connections * The Philosophy of Client-Centric Service * Anson's Current Work and Purpose * Retirement Impact Blueprint Overview * Human Trafficking Awareness and Philanthropy * Tax Mitigation Strategies for High Net-Worth Individuals * Passing on Values, Not Just Valuables Learn more about Anson McDaniel and his Retirement Impact Blueprint here: https://www.theretirementimpactblueprint.com/the-retirement-impact-blueprint-waitlist-page [https://www.theretirementimpactblueprint.com/the-retirement-impact-blueprint-waitlist-page]  WEALTH: Not getting enough clients? Book a FREE (https://www.epicservicescompany.com/meetings/cwilcoxson-epic-ceo [https://www.epicservicescompany.com/meetings/cwilcoxson-epic-ceo]) 15-minute Client Acquisition Consultation with CEO | Carter Wilcoxson to learn how. HEALTH: Low on energy or overweight? Go to https://chemicalfreebody.com/?sscid=a1k7_avqy2&products [https://chemicalfreebody.com/?sscid=a1k7_avqy2&products] and grab GREEN 85 Juice Formula or book a FREE 30-minute Health Strategy Session with Tim or one of his coaches. #HealthAndWealth #FinancialWellness #RetirementPlanning #MentorshipMatters #Philanthropy #TaxStrategies #ValuesOverValuables #WealthManagement #HumanTraffickingAwareness #HealthyLiving #SpiritualHealth #BMIManagement #FastingForHealth #PurposeDrivenLife

The Role of Education in Financial Services with Geoffrey Wallace

In this episode of the Health and Wealth Podcast, host Carter Wilcoxson and co-host Dr. Ben engage with Geoffrey Wallace from Mutual of Omaha Mortgage. They explore Geoffrey's journey into financial services, the impact of personal experiences on career choices, and the importance of education in financial planning. The conversation also delves into the challenges faced in the mortgage industry, the role of reverse mortgages in retirement planning, and the intersection of health and wealth, particularly concerning end-of-life care. Additionally, they discuss the effects of technology on mental health and the benefits of staying active through sports like pickleball. * Geoffrey Wallace's Journey into Financial Services * The Impact of Family Experiences on Career Choices * Connecting Through Shared Backgrounds * Transitioning to Mutual of Omaha Mortgage * The Importance of Education in Financial Services * Navigating Market Challenges and Opportunities * The Role of Reverse Mortgages in Financial Planning * Health and Wealth: Addressing End-of-Life Care * The Effects of Technology on Mental Health * Staying Active: The Benefits of Pickleball Learn more about Geoffrey Wallace here: https://www.linkedin.com/in/wallacegeoffrey/ [https://www.linkedin.com/in/wallacegeoffrey/]   WEALTH: Not getting enough clients? Book a FREE (https://www.epicservicescompany.com/meetings/cwilcoxson-epic-ceo [https://www.epicservicescompany.com/meetings/cwilcoxson-epic-ceo] ) 15-minute Client Acquisition Consultation with CEO | Carter Wilcoxson to learn how. HEALTH: Low on energy or overweight? Go to https://chemicalfreebody.com/?sscid=a1k7_avqy2&products [https://chemicalfreebody.com/?sscid=a1k7_avqy2&products] and grab GREEN 85 Juice Formula or book a FREE 30-minute Health Strategy Session with Tim or one of his coaches. #HealthAndWealth #ChiropracticCare #HolisticHealth #NaturalHealing #WellnessJourney #DrBenShamoiel #ChiropractorLife #HealthAndWellness #FamilyWellness #RootCauseHealing #HolisticApproach #NaturopathicLivin

Meet Dr. Ben: Our New Interim Co-Host

In this conversation, Carter Wilcoxson introduces Dr. Ben Shamoiel as the interim co-host of the Health and Wealth Podcast. Dr. Ben is a board-certified chiropractor with over 26 years of experience. He shares his journey of becoming a chiropractor and his passion for restoring health and wellness naturally. They discuss the importance of addressing the root cause of health issues and creating a holistic environment for healing. Dr. Ben also talks about his personal life, including his wife and two children, who have been raised with a natural and chiropractic mindset. Story Notes: * Introducing Dr. Ben as the Interim Co-host * Dr. Ben's Background and Journey to Becoming a Chiropractor * Restoring Health and Wellness Naturally * The Importance of a Holistic Environment * Addressing the Root Cause of Health Issues * The Role of Genetics in Health * Creating a Naturopathic Approach to Health * The Impact of Family on Health and Well-being * Dr. Ben's Personal Life and Relocation Learn more about Dr. Ben Shamoiel here: https://www.thelachiropractor.com/ [https://www.thelachiropractor.com/]   WEALTH: Not getting enough clients? Book a FREE (https://www.epicservicescompany.com/meetings/cwilcoxson-epic-ceo [https://www.epicservicescompany.com/meetings/cwilcoxson-epic-ceo] ) 15-minute Client Acquisition Consultation with CEO | Carter Wilcoxson to learn how. HEALTH: Low on energy or overweight? Go to https://chemicalfreebody.com/?sscid=a1k7_avqy2&products [https://chemicalfreebody.com/?sscid=a1k7_avqy2&products] and grab GREEN 85 Juice Formula or book a FREE 30-minute Health Strategy Session with Tim or one of his coaches. #HealthAndWealth #ChiropracticCare #HolisticHealth #NaturalHealing #WellnessJourney #DrBenShamoiel #ChiropractorLife #HealthAndWellness #FamilyWellness #RootCauseHealing #HolisticApproach #NaturopathicLiving

Navigating Financial Advisory in a Changing World with Andrew Nemes

Andrew Nemes, a financial advisor in Novi, Michigan, shares his unique background and how he got into financial advisory services. He comes from a family of CPAs, with his father also being a financial advisor. Andrew emphasizes the importance of learning about business operations and laws before entering the financial world. He discusses the challenges faced during the COVID-19 pandemic, including market drops and transitioning to virtual meetings. Andrew's clientele consists of physicians, entrepreneurs, and auto executives, focusing on building solid relationships with his clients. Story Notes: * Growing Up in a Competitive Household * Transitioning into Financial Advisory Services * Clientele and Specialties * Challenges Faced During COVID-19 * Building Relationships with Clients * Adapting to Industry Trends and Opportunities for Financial Advisors * The Importance of Building Relationships in Financial Advisory * Home Workouts and the Benefits of Yoga and Acupressure * The Power of Sprouts and Chemical-Free Foods * The Health Benefits of Infrared Saunas and Nano Silver Products Learn more about Andrew Nemes here: https://www.linkedin.com/in/andrew-nemes-cpa-cima%C2%AE-2659a8b2/ [https://www.linkedin.com/in/andrew-nemes-cpa-cima%C2%AE-2659a8b2/]  WEALTH: Not getting enough clients? Book a FREE (https://www.epicservicescompany.com/meetings/cwilcoxson-epic-ceo [https://www.epicservicescompany.com/meetings/cwilcoxson-epic-ceo] ) 15-minute Client Acquisition Consultation with CEO | Carter Wilcoxson to learn how. HEALTH: Low on energy or overweight? Go to https://chemicalfreebody.com/?sscid=a1k7_avqy2&products [https://chemicalfreebody.com/?sscid=a1k7_avqy2&products] and grab GREEN 85 Juice Formula or book a FREE 30-minute Health Strategy Session with Tim or one of his coaches. #FinancialAdvisory #WealthManagement #ClientRelationships #FinancialAdvisor #Entrepreneurship #COVIDChallenges #BusinessStrategy #HealthAndWellness #HomeWorkouts #ChemicalFreeLiving #InfraredSauna

The Benefits of Tax-Free Municipal Bonds with Chris Murray

In this conversation, hosts Tim and Carter welcome guest Chris Murray. They discuss various topics including golf, personal experiences, and the financial services industry. Chris Murray, shares his journey from being a stay-at-home dad to becoming a financial advisor. He emphasizes the importance of building trust and relationships with clients and educating them about their investments. The conversation also touches on the demographics of Chris's clientele and the benefits of tax-free municipal bonds. Chris Murray discusses the challenges and opportunities presented by COVID-19 in his financial advising business. He explains that while some clients moved out of state, he was still able to work with them remotely using tools like Zoom and Microsoft Teams.  Murray emphasizes the importance of making an impact and leaving a legacy in his work, and he values working with clients who appreciate his approach. He also discusses the concept of success and how it is not solely measured by assets under management, but also by the number of clients who refer to him. The conversation then shifts to the topic of stress and its detrimental effects on financial advisors. Murray highlights the importance of managing stress and shares strategies such as meditation, breathwork, and exercise. The discussion concludes with a conversation about maintaining balance and coordination as one gets older, with suggestions for incorporating yoga, balancing exercises, and plyometrics into a fitness routine. Story Notes: * Influencers Event and Retreat Experiences * Transitioning to the Financial Services Business * Transitioning to the Financial Services Industry * The Importance of Authenticity and Connection * Moving to Colorado and Back to California * Playing Golf and Building Connections * Chris's Financial Practice and Clientele * Transition to the Second Part of the Conversation * Introduction to the Second Part of the Conversation * Building Trust and Relationships in the Financial Services Industry * Managing Expectations and Providing a Safe Place * The Importance of Educating Clients about Investments * Working with Clients of Various Demographics Learn more about Chris Murray here: linkedin.com/in/chris-murraymur [https://www.linkedin.com/in/chris-murraymur?lipi=urn%3Ali%3Apage%3Ad_flagship3_profile_view_base_contact_details%3BdIoYksbJT3iM0GKk6HZrUw%3D%3D] WEALTH: Not getting enough clients? Book a FREE (https://www.epicservicescompany.com/meetings/cwilcoxson-epic-ceo [https://www.epicservicescompany.com/meetings/cwilcoxson-epic-ceo] ) 15 minute Client Acquisition Consultation with CEO | Carter Wilcoxson to learn how. HEALTH: Low on energy or overweight? Go to https://chemicalfreebody.com/?sscid=a1k7_avqy2&products [https://chemicalfreebody.com/?sscid=a1k7_avqy2&products] and grab GREEN 85 Juice Formula or book a FREE 30 minute Health Strategy Session with Tim or one of his coaches #TaxFreeBonds #MunicipalBonds #FinancialAdvisor #InvestmentStrategies #ClientTrust #FinancialPlanning #WealthManagement #StressManagement #HealthyLiving #ClientRelationships #LegacyBuilding #FinancialServices