Health and Wealth Podcast with Carter & Tim

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...

Episode 17 - Tim Robertson is driven by his faith, his work ethic, and the desire to make a difference in people’s lives. After half a decade of success as a mortgage banker helping people buy and refinance their homes, he joined his father, David, as a financial advisor at The Financial Center. “With my father, I saw first-hand how you can do more good for people on a remarkable level, change the...

Episode 17 - Tim Robertson is driven by his faith, his work ethic, and the desire to make a difference in people’s lives. After half a decade of success as a mortgage banker helping people buy and refinance their homes, he joined his father, David, as a financial advisor at The Financial Center. “With my father, I saw first-hand how you can do more good for people on a remarkable level, change the...

Episode 47 - Ryan is a Wealth Advisor who specializes in providing comprehensive financial management and planning services to busy professionals. This includes financial organization, budget creation, cash-flow management, investment strategies for short- and long-term planning. There are other aspects to financial planning which are necessary and require other experts' involvement.  When it come...

Episode 47 - Ryan is a Wealth Advisor who specializes in providing comprehensive financial management and planning services to busy professionals. This includes financial organization, budget creation, cash-flow management, investment strategies for short- and long-term planning. There are other aspects to financial planning which are necessary and require other experts' involvement.  When it...

Episode 46 - Ever since Frank used some of his earnings from delivering newspapers to buy a few bonds at age 12, he has been interested in how finance and investments work. Back then, investment-grade bonds offered interest rates of 10% (those were the times), so the regular review of the bank statement was quite interesting. Several years, and money long spent on sports and education, the power o...

Episode 46 - Ever since Frank used some of his earnings from delivering newspapers to buy a few bonds at age 12, he has been interested in how finance and investments work. Back then, investment-grade bonds offered interest rates of 10% (those were the times), so the regular review of the bank statement was quite interesting. Several years, and money long spent on sports and education, the power o...

Episode 45 - Shari Greco Reiches is Co-Founder, Principal, and Chief Visionary Officer of Rappaport Reiches Capital Management, an independent SEC-registered investment advisor.  The firm was founded in 2005 to offer comprehensive financial planning and investment management. Shari is the architect of the firm's Maximize Your Return on Life Solution, which aligns clients' financial planning with t...

Episode 45 - Shari Greco Reiches is Co-Founder, Principal, and Chief Visionary Officer of Rappaport Reiches Capital Management, an independent SEC-registered investment advisor.  The firm was founded in 2005 to offer comprehensive financial planning and investment management. Shari is the architect of the firm's Maximize Your Return on Life Solution, which aligns clients' financial planning w...

Episode 44 - ​​Dionelle Rucker has 10+ years of experience in the financial services industry. His background includes tax preparation, wealth management, and consulting for individuals and businesses. After finishing high school in San Antonio, TX, Dionelle graduated from The University of the Incarnate Word. He graduated with a bachelor’s degree in accounting and also a master’s degree in busine...

Episode 44 - ​​Dionelle Rucker has 10+ years of experience in the financial services industry. His background includes tax preparation, wealth management, and consulting for individuals and businesses. After finishing high school in San Antonio, TX, Dionelle graduated from The University of the Incarnate Word. He graduated with a bachelor’s degree in accounting and also a master’s degree in busine...

Episode 43 - Dean Somes is currently the Senior Wealth Manager at Three Bell Capital. Formerly, Dean was Vice President and Wealth Manager at Bank of New York Mellon and Senior Portfolio Manager for Cross Capital Partners, LP in Dallas, Texas. At seventeen, Dean discovered his passion for the stock markets while employed for a Dallas-based hedge fund, Tarpon Partners, and continued trading through...

Episode 43 - Dean Somes is currently the Senior Wealth Manager at Three Bell Capital. Formerly, Dean was Vice President and Wealth Manager at Bank of New York Mellon and Senior Portfolio Manager for Cross Capital Partners, LP in Dallas, Texas. At seventeen, Dean discovered his passion for the stock markets while employed for a Dallas-based hedge fund, Tarpon Partners, and continued trading through...

Episode 42 - Marti McLeish is an innovative and outcomes-oriented leader with 20 years of extensive progressive experience within the financial services industry. She provides meaningful and hands-on leadership, strategic planning and execution, business development, and operational excellence by drawing from her vast experience. She began her career in a leading Field Marketing Organization where...

Episode 42 - Marti McLeish is an innovative and outcomes-oriented leader with 20 years of extensive progressive experience within the financial services industry. She provides meaningful and hands-on leadership, strategic planning and execution, business development, and operational excellence by drawing from her vast experience. She began her career in a leading Field Marketing Organization where...

Episode 41 - Amanda Bateman’s financial career began in 2008 and was honed by her experience as an advisor for high net worth clients at Vanguard. Amanda has a Bachelor’s degree in Business Management from Liberty University and is a CERTIFIED FINANCIAL PLANNER™ professional with a deep understanding of investment strategies and the holistic nature of effective planning. At Dentist Advisors, Amand...

Episode 41 - Amanda Bateman’s financial career began in 2008 and was honed by her experience as an advisor for high net worth clients at Vanguard. Amanda has a Bachelor’s degree in Business Management from Liberty University and is a CERTIFIED FINANCIAL PLANNER™ professional with a deep understanding of investment strategies and the holistic nature of effective planning. At Dentist Advisors, Amand...

Episode 28 - When Tim and Carter decided to partner up and launch their podcast, they never imagined that so many different guests would want to become a part of the experience. With over 25 episodes now released, Tim and Carter discuss the reasons why this unique podcast has become so attractive for others to tell their journey. Our long-form podcast is engaging, intriguing, and most importantly...

Episode 28 - When Tim and Carter decided to partner up and launch their podcast, they never imagined that so many different guests would want to become a part of the experience. With over 25 episodes now released, Tim and Carter discuss the reasons why this unique podcast has become so attractive for others to tell their journey. Our long-form podcast is engaging, intriguing, and most importantly...

Episode 40 - Brad joined Mendel Money Management in 2013 and currently serves as a Wealth Advisor. He graduated from Boston University in 2004 with a B.A. in Computer Science. He began his career as a small business consultant with a focus on their Information Technology infrastructure. In 2006, Brad decided to accept a position as an actuary at Shore Tompkins Actuarial Resources. His primary role...

Episode 40 - Brad joined Mendel Money Management in 2013 and currently serves as a Wealth Advisor. He graduated from Boston University in 2004 with a B.A. in Computer Science. He began his career as a small business consultant with a focus on their Information Technology infrastructure. In 2006, Brad decided to accept a position as an actuary at Shore Tompkins Actuarial Resources. His primary role...

Episode 39 - Gary Korolev has used his 15 years of experience as a Wealth Manager with firms such as Morgan Stanley, Merrill Lynch, and Charles Schwab to build a comprehensive Wealth Advisory practice centered around meeting clients’ Investment Management, Risk Management, Estate Planning, and Retirement Planning needs. His practice focuses on High Net Worth individuals, families, and business own...

Episode 39 - Gary Korolev has used his 15 years of experience as a Wealth Manager with firms such as Morgan Stanley, Merrill Lynch, and Charles Schwab to build a comprehensive Wealth Advisory practice centered around meeting clients’ Investment Management, Risk Management, Estate Planning, and Retirement Planning needs. His practice focuses on High Net Worth individuals, families, and business own...

Episode 38 - Gary A. Loftsgard, CFP founded Integrated Trust Systems (ITS) in 1985 as an outsource estate-planning specialty service for law firms and thereafter (1989) pioneered the now-popular concept of multi-disciplinary, advisory network estate planning. Under Gary's leadership, ITS subsequently developed a fully digitized, transformational eStatePlan™ auto processing system (My LifeCard Plan...

Episode 38 - Gary A. Loftsgard, CFP founded Integrated Trust Systems (ITS) in 1985 as an outsource estate-planning specialty service for law firms and thereafter (1989) pioneered the now-popular concept of multi-disciplinary, advisory network estate planning. Under Gary's leadership, ITS subsequently developed a fully digitized, transformational eStatePlan™ auto processing system (My LifeCard Plan...