Health and Wealth Podcast with Carter & Tim

Episode 12 replay - Integrated Trust Systems (ITS) has appointed attorney Ciara E. Lister, Esq. as Chief Counsel from her former Network Attorney position since December 2019. Prior to her initial ITS Network Attorney work and subsequent appointment as ITS Chief Counsel, Ciara specialized in commercial insurance litigation and personal injury law. She also earlier served as an operations director...

Episode 12 replay - Integrated Trust Systems (ITS) has appointed attorney Ciara E. Lister, Esq. as Chief Counsel from her former Network Attorney position since December 2019. Prior to her initial ITS Network Attorney work and subsequent appointment as ITS Chief Counsel, Ciara specialized in commercial insurance litigation and personal injury law. She also earlier served as an operations director...

Episode 57 - Blanca Abbud is a sales professional that produces winning results for organizations as an individual contributor and sales team leader, delivering consistent results. Her passion is helping businesses get better, grow faster, and become more profitable. She has 20 years of strong sales experience. That experience combined with her education and industry knowledge is what allows her t...

Episode 57 - Blanca Abbud is a sales professional that produces winning results for organizations as an individual contributor and sales team leader, delivering consistent results. Her passion is helping businesses get better, grow faster, and become more profitable. She has 20 years of strong sales experience. That experience combined with her education and industry knowledge is what allows her t...

Episode 8 - Lisa Camacho has spent her professional career in executive sales, management, and business ownership. In 2011, God changed her professional direction to focus on wealth development and investing as a stock market trader. In 2016, Lisa and her husband David started focusing their efforts exclusively on helping individuals and families with Estate Planning, Retirement Planning, and Tax-...

Episode 8 - Lisa Camacho has spent her professional career in executive sales, management, and business ownership. In 2011, God changed her professional direction to focus on wealth development and investing as a stock market trader. In 2016, Lisa and her husband David started focusing their efforts exclusively on helping individuals and families with Estate Planning, Retirement Planning, and Tax-...

Episode 56 - Shauna A. Wekherlien, CPA, MTax, CTC, CTS, Tax Goddess is a highly sought-after Certified Public Accountant and founder of Tax Goddess Business Services, PC, established in 2004. Tax Goddess is a global team of 65+ specialists that uses plain language (not tax code) to help business owners, investors, and entrepreneurs create plans of action to increase the business owner’s bottom lin...

Episode 56 - Shauna A. Wekherlien, CPA, MTax, CTC, CTS, Tax Goddess is a highly sought-after Certified Public Accountant and founder of Tax Goddess Business Services, PC, established in 2004. Tax Goddess is a global team of 65+ specialists that uses plain language (not tax code) to help business owners, investors, and entrepreneurs create plans of action to increase the business owner’s bottom lin...

Episode 55 - Mark Willis, CFP® is a man on a mission to help you think differently about your money, your economy, and your future. After graduating with six figures of student loan debt and discovering a way to turn his debt into real wealth as he watched everybody lose their retirement savings and home equity in 2008, he knew that he needed to find a more predictable way to meet his financial ob...

Episode 55 - Mark Willis, CFP® is a man on a mission to help you think differently about your money, your economy, and your future. After graduating with six figures of student loan debt and discovering a way to turn his debt into real wealth as he watched everybody lose their retirement savings and home equity in 2008, he knew that he needed to find a more predictable way to meet his financial ob...

Episode 54 - Silvia is the Founder and Managing Partner of Manent Capital, a Boston-based wealth management firm that manages over $70 million and focuses on helping professionals understand their personal and business finances so that they can feel accomplished, confident and excited about investing in their future dream goals. She has over 10 years of investment and wealth management experience,...

Episode 54 - Silvia is the Founder and Managing Partner of Manent Capital, a Boston-based wealth management firm that manages over $70 million and focuses on helping professionals understand their personal and business finances so that they can feel accomplished, confident and excited about investing in their future dream goals. She has over 10 years of investment and wealth management experience,...

Episode 53 - Zechariah is the founder of Ascent Personal Finance, a Registered Investment Advisory Firm serving Gen Z/Millennial Crypto Investors and STEM/Healthcare Pros. Unlike 99% of advisory firms out there, Ascent is advice-only which means that, instead of selling products and getting paid commissions or managing investments, the firm runs on a subscription model focused heavily on financial...

Episode 53 - Zechariah is the founder of Ascent Personal Finance, a Registered Investment Advisory Firm serving Gen Z/Millennial Crypto Investors and STEM/Healthcare Pros. Unlike 99% of advisory firms out there, Ascent is advice-only which means that, instead of selling products and getting paid commissions or managing investments, the firm runs on a subscription model focused heavily on financial...

Episode 52 - Cliff Taylor is committed to helping his clients work efficiently toward their financial goals. He prides himself on looking after his clients’ financial interests in all aspects of their lives and enjoys working closely with clients to develop and fulfill their strategic financial plan – from setting goals to implementing solutions. After graduating cum laude from the University of M...

Episode 52 - Cliff Taylor is committed to helping his clients work efficiently toward their financial goals. He prides himself on looking after his clients’ financial interests in all aspects of their lives and enjoys working closely with clients to develop and fulfill their strategic financial plan – from setting goals to implementing solutions. After graduating cum laude from the University of M...

Episode 51 - Annie Son is a financial advisor at Money Positive - a fiduciary, fee-only firm centered around making financial planning unscary. We work with a broad range of people, but we specialize in helping those who have never had financial planning before and/or have "unconventional" streams of income. Clients could be filmmakers figuring out how to separate their business from the...

Episode 51 - Annie Son is a financial advisor at Money Positive - a fiduciary, fee-only firm centered around making financial planning unscary. We work with a broad range of people, but we specialize in helping those who have never had financial planning before and/or have "unconventional" streams of income. Clients could be filmmakers figuring out how to separate their business from their persona...

Episode 27 - Nancy Addison CHC, AADP – shatters the stereotype about healthy eating. This unique and courageous nutritionist cuts through the myths and misinformation about health and nutrition. She is the nutrition/health/lifestyle/cooking subject-matter expert. Nancy is the strategic advisor for healthful tips for being and living the healthiest life possible. If you want the straight and honest...

Episode 27 - Nancy Addison CHC, AADP – shatters the stereotype about healthy eating. This unique and courageous nutritionist cuts through the myths and misinformation about health and nutrition. She is the nutrition/health/lifestyle/cooking subject-matter expert. Nancy is the strategic advisor for healthful tips for being and living the healthiest life possible. If you want the straight and honest...

Episode 50 - Brad Gotto is the Owner of Fiat Wealth Management, a fiduciary, fee-only financial planning firm located in Wayzata, Minnesota. Where most advisors stop, we begin. We specialize in helping people figure out why they saved a pile of money, and how to spend it. We are a holistic firm with a special focus on tax planning. People always ask about our name. Why Fiat...? In economic textboo...

Episode 50 - Brad Gotto is the Owner of Fiat Wealth Management, a fiduciary, fee-only financial planning firm located in Wayzata, Minnesota. Where most advisors stop, we begin. We specialize in helping people figure out why they saved a pile of money, and how to spend it. We are a holistic firm with a special focus on tax planning. People always ask about our name. Why Fiat...? In economic textboo...

Episode 49 - The idea of launching an asset management firm has been floating in Pavlo's mind since 2017 when he began working on a statistical model, which later resulted in a trading algorithm. As a result, in 2020, the private fund was launched to utilize the underlying algorithm, and PG Capital Management Group became an advisory firm to the private fund. Later on, the decision was made to exp...

Episode 49 - The idea of launching an asset management firm has been floating in Pavlo's mind since 2017 when he began working on a statistical model, which later resulted in a trading algorithm. As a result, in 2020, the private fund was launched to utilize the underlying algorithm, and PG Capital Management Group became an advisory firm to the private fund. Later on, the decision was made to exp...

Episode 48 - Trishul Patel, CFP®, currently lives in West Palm Beach, Florida. He achieved financial independence before 40, and with his 100% virtual advisory business, he gets up every day to help others do the same. To get where he’s at, he prioritized aggressive savings and identified the essential things in his life. Beyond finance and investing, Trishul is an entrepreneur and problem solver...