Health and Wealth Podcast with Carter & Tim

Episode 37 - Kimberly’s experiences frame the wisdom needed to be the respected Coach she is today. More and more, Advisors crave REAL and CLEAR conversations around normalizing the actual efforts it takes to be a Business Owner. This knowledge led her transition of Coaching from a Sr Executive Management level down the path of Founder & Coach of The Approach Coaching Method. Every person will...

Episode 37 - Kimberly’s experiences frame the wisdom needed to be the respected Coach she is today. More and more, Advisors crave REAL and CLEAR conversations around normalizing the actual efforts it takes to be a Business Owner. This knowledge led her transition of Coaching from a Sr Executive Management level down the path of Founder & Coach of The Approach Coaching Method. Every person will...

Episode 36 - Christian Aymond has over 30 years of sales and marketing experience in the securities industry. Prior to co-founding A3 Financial Investments, Aymond was a Director at SBAM, an alternative credit hedge fund. Aymond also developed alternative strategy products in the 40 act space as a Co-founder and Principal of Absolute Investment Advisers, LLC. He has also held various marketing and...

Episode 36 - Christian Aymond has over 30 years of sales and marketing experience in the securities industry. Prior to co-founding A3 Financial Investments, Aymond was a Director at SBAM, an alternative credit hedge fund. Aymond also developed alternative strategy products in the 40 act space as a Co-founder and Principal of Absolute Investment Advisers, LLC. He has also held various marketing and...

Episode 35 - Adam is an advisor in Richardson, Texas. He earned his B.B.A in International Business with a minor in Spanish from the University of Texas at Austin. Following graduation, Adam went to work overseas creating investment guides on developing countries highlighting foreign direct investment and joint venture opportunities in Turkey, Romania, and Azerbaijan. January of 2005 marked the be...

Episode 35 - Adam is an advisor in Richardson, Texas. He earned his B.B.A in International Business with a minor in Spanish from the University of Texas at Austin. Following graduation, Adam went to work overseas creating investment guides on developing countries highlighting foreign direct investment and joint venture opportunities in Turkey, Romania, and Azerbaijan. January of 2005 marked the be...

Episode 34 - Mason is a native of Olathe, KS, and recently had the privilege to graduate from the University of Kansas in Lawrence, where he received his degree in Finance. Mason has always liked to work: he began earning money at the age of twelve and, amazingly, found that he wanted to save the money he had worked so hard to acquire. The lesson he learned was to always save for a purpose. Mason...

Episode 34 - Mason is a native of Olathe, KS, and recently had the privilege to graduate from the University of Kansas in Lawrence, where he received his degree in Finance. Mason has always liked to work: he began earning money at the age of twelve and, amazingly, found that he wanted to save the money he had worked so hard to acquire. The lesson he learned was to always save for a purpose. Mason...

Episode 33 - Prior to being a Sales Manager at SmartAsset, Mike was the Founder & COO of Creative Riff (2015 - 2018) which was an experiential marketing company. Mike is also on the finance committee for his Family Foundation. Mike Rosenberg has been helping support and develop marketing campaigns for financial advisors dating back to 2010. First, as a wholesaler for the company Natixis to cur...

Episode 33 - Prior to being a Sales Manager at SmartAsset, Mike was the Founder & COO of Creative Riff (2015 - 2018) which was an experiential marketing company. Mike is also on the finance committee for his Family Foundation. Mike Rosenberg has been helping support and develop marketing campaigns for financial advisors dating back to 2010. First, as a wholesaler for the company Natixis to cur...

Episode 32 - Bringing peace of mind to clients is incredibly rewarding and his favorite part of delivering financial advice. David enjoys knowing he can relieve client stress by assuring them they have us in their corner constantly looking out for their financial wellness. David’s favorite part of the financial planning process is getting to know the client. “Just as there is so much more to peopl...

Episode 32 - Bringing peace of mind to clients is incredibly rewarding and his favorite part of delivering financial advice. David enjoys knowing he can relieve client stress by assuring them they have us in their corner constantly looking out for their financial wellness. David’s favorite part of the financial planning process is getting to know the client. “Just as there is so much more to peopl...

Episode 31 - Experience & Expertise Owen specializes in working closely with individuals, families, and foundations/endowments to help them put in place better financial practices that result in achieving their short and long-term aspirations. At Greenspring, he is an integral part of the financial planning committee and leads the Baltimore chapter of The National Association of Personal Finan...

Episode 31 - Experience & Expertise Owen specializes in working closely with individuals, families, and foundations/endowments to help them put in place better financial practices that result in achieving their short and long-term aspirations. At Greenspring, he is an integral part of the financial planning committee and leads the Baltimore chapter of The National Association of Personal Finan...

Episode 30 - Ayinde Holliman is a licensed financial service professional that lives in the Charlotte, North Carolina area. He is focused on working with families to help them better understand the financial planning process and better prepare for what is coming next. He is accomplished with a master’s in business administration and a concentration in Finance. Ayinde is a father of 5 children, a l...

Episode 30 - Ayinde Holliman is a licensed financial service professional that lives in the Charlotte, North Carolina area. He is focused on working with families to help them better understand the financial planning process and better prepare for what is coming next. He is accomplished with a master’s in business administration and a concentration in Finance. Ayinde is a father of 5 children, a l...

Episode 29 - A man of countless talents, Ari has been attached to a selection of inspiring creative projects. His movie acclaims include producing the documentary Five Years North; detailing the journey of an undocumented Guatemalan boy arriving in New York City. Additionally, this year, Ari is set to release his first book and has already been slated to be on the New York Times best-selling autho...

Episode 29 - A man of countless talents, Ari has been attached to a selection of inspiring creative projects. His movie acclaims include producing the documentary Five Years North; detailing the journey of an undocumented Guatemalan boy arriving in New York City. Additionally, this year, Ari is set to release his first book and has already been slated to be on the New York Times best-selling autho...

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 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 26 - Marlon Altoe is a proud member of the NADP and has a true passion in his life to bring solutions to the clients he serves. The National Association of Divorce Professionals (NADP) is the first to unite professionals in the legal, financial, mental health, and residential industries who serve divorcing clients. We provide access, connections, and results for our members and the unique...

Episode 26 - Marlon Altoe is a proud member of the NADP and has a true passion in his life to bring solutions to the clients he serves. The National Association of Divorce Professionals (NADP) is the first to unite professionals in the legal, financial, mental health, and residential industries who serve divorcing clients. We provide access, connections, and results for our members and the unique...

Episode 5 - After beating Tiger Woods and many years on the PGA Tour, Ted Purdy accidentally stumbled into a new career around giving to those who were less fortunate. After one day Ted was hooked and now has helped thousands of families in his local community to have a higher quality of life. Check out this episode as three guys hang out and discuss what it takes to become a professional athlete...