Tim James who's also the host of Health Hero Show Podcast is one of those guys that will leave you feeling younger and more energetic just by hearing him speak. His passion flows out of him like a fresh waterfall in a dry desert. He’s turning 47 but feels like he’s 18 (with more energy!) What’s his secret? After suffering from multiple health issues, including rectal bleeding, two separate skin issues, chronic acid indigestion and surgery to remove one of his organs due to serious digestive issues, Tim knew something had to change. But it was only after watching his closest ones die of cancer and the untimely death of his younger brother that he finally decided to take action. Tim’s journey led him to a shocking discovery which helped his friend beat cancer and transform every area of his life. Feeling charged with a duty to help others he started sharing his knowledge with anyone that would listen. This led him to producing his own chemical free food products. ‘Chemical Free Body’ was born. Tim’s inbox is constantly flooded with people singing and dancing about how his products have given them a life they couldn’t believe was possible. His story will have you laughing, crying and gasping but most importantly he will give you the recipe to a longer, happier and healthier life.  

Episode 22 bonus - Miles Veth is a faith-driven entrepreneur in Connecticut, who helps businesses grow through creative marketing. As a partner of CSI Financial Group, he is passionate about helping advisors more creatively find ways to engage and serve their prospects and clients. Outside of work, he is an avid piano player and a big fan of the New York Yankees. You can connect with Miles on his website: https://www.vethgroup.com/ WEALTH: Not getting enough clients? GO TO: http://www.CSIFG.com Book a FREE 15 minute Client Acquisition Consultation with Carter or one of his team members. HEALTH: Low on energy or overweight? Go to http://www.chemicalfreebody.com/enrichers and grab GREEN 85 Juice Formula or book a FREE 30-minute Health Strategy Session with Tim or one of his coaches.

Episode 56 replay - 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 line, reduce costs, significantly reduce taxes, increase cash flow, and perform what-if scenario options so that owners know what decisions to make and which paths are best suited to their particular situation. Shauna is a Certified Public Accountant (AZ) with a master's degree in Taxation. She is ranked in the top 1% of Tax Strategists in the entire country (per AICTC). Before starting her own company, Shauna had garnered experience and sharpened her skills working with different leading corporations such as KPMG and American Express. With over 24+ years of experience in implementing innovative tax solutions, Shauna has continued to actively create tax strategies that, so far, have saved businesses and individuals to the tune of over $523 million. Learn more about The Tax Goddess Here: https://taxstrategiesforadvisors.com/csi-advisors/  WEALTH: Not getting enough clients? GO TO: http://www.CSIFG.com Book a FREE 15-minute Client Acquisition Consultation with Carter or one of his team members. HEALTH: Low on energy or overweight? Go to http://www.chemicalfreebody.com/enrichers and grab GREEN 85 Juice Formula or book a FREE 30-minute Health Strategy Session with Tim or one of his coaches.

Episode 71 - Lloyd Yamada started his professional life on a completely different path from financial planning. In his mid-40s, however, his father became ill, and Lloyd retired from electrical engineering to help his mother care for him. That time proved a crucial one. Lloyd gained empathy for similar people in transition, and his desire to help them became the springboard for his new career as a financial planner. Today, because of his experience, he understands the need of transitioning clients for strategies that support them as they move into the next phase of their journey. And in his work, he emphasizes steps that can build confidence and support clarity, such as career counseling or new income strategies. After studying electrical engineering at the University of Hawaii, Lloyd led the navigation products group at Stanford Telecom for nearly a decade. When he transitioned to financial planning, he made it his goal to gain broad experience by working for as many types of financial planning companies as he could. He aspired to own a practice and decided to apply the best practices of the companies he worked for while discarding the worst. What surprised him most was how much he enjoyed working with people. It was a different experience from engineering, where his focus was hardware and software. Now he was building relationships with people, and he was thrilled by how much they appreciated his guidance. Today, as CEO, Lloyd spends more time running the business than working with clients as much as he used to. Nonetheless, he is grateful for the opportunity to create a lasting firm that helps clients achieve their aspirations. In his role, he oversees the firm’s strategy and revenue base. He works with his partners to integrate financial planning and investment strategies so clients can continue to build on their wealth’s potential. Lloyd and his wife Suzanne are longtime residents of Cupertino. When Lloyd is not in the office, he’s usually pursuing his passion for capturing the beauty of landscapes in photography. Those landscapes have included the countryside of Croatia, his favorite travel destination, and will soon extend to Antarctica, his future favorite travel spot. Learn more about Lloyd Yamada here: https://www.aspire-planning.com/lloyd-yamada  WEALTH: Not getting enough clients? Book a FREE 15-minute Client Acquisition Consultation with CEO | Carter Wilcoxson to learn how. https://www.epicservicescompany.com/meetings/cwilcoxson-epic-ceo  HEALTH: Low on energy or overweight? Go to http://www.chemicalfreebody.com/enrichersand grab GREEN 85 Juice Formula or book a FREE 30-minute Health Strategy Session with Tim or one of his coaches.

Episode 70 - Among many things, Erik is a husband, father, and financial planner. He’s also an avid environmentalist and Christ Follower. Erik cares deeply about the people he serves, and his passion for helping others has fueled the growth of his financial planning business. Erik works closely with medical professionals and their families to first align their financial choices with their most important goals and deeply held values, second, get your entire financial house in order and keep it that way forever. Third, have a high level of confidence that you will achieve your goals no matter what happens in the markets, the economy, or the world. He learned early on in his career that when trust is built and true financial guidance is given, it can have a large and positive impact on people's lives. Read his complete story here - https://www.erikkrollfp.com/who-is-erik-kroll/  WEALTH: Not getting enough clients? GO TO: www.CSIFG.com Book a FREE 15-minute Client Acquisition Consultation with Carter or one of his team members. HEALTH: Low on energy or overweight? Go to www.chemicalfreebody.com/enrichers and grab GREEN 85 Juice Formula or book a FREE 30-minute Health Strategy Session with Tim or one of his coaches.

Episode 69 - Christian Mills is the Head of Financial Advisor Relations for Reverse Mortgage Funding LLC (RMF). He has spent the last 25 years working in financial services, mainly in the retirement planning arena. Christian began at Fiserv Trust Company, initially working in IRA Custody; he then moved to the qualified plan division, Trustlynx. Following positions focused on Trust and Custody, TPA, and record-keeping, he worked for the national headquarters of the Financial Planning Association in Corporate Relations. While at FPA, his view of reverse mortgages was dramatically shifted by the academic work of John Salter, Wade Pfau, and Harold Evensky, as published in the Journal of Financial Planning. Christian graduated from the University of Kentucky and the University of Denver and is a self-professed Behavioral Finance nerd. A constantly evolving “new normal” for Americans in retirement brought Christian to RMF, where he focuses on educating financial professionals and their clients on appropriate strategies for using the new reverse mortgage. To learn how to choose the correct product, use the proceeds, and model a reverse mortgage through your current financial planning software, please contact Christian Mills at: 720.984.6622 or cmills@reversefunding.com WEALTH: Not getting enough clients? GO TO: http://www.CSIFG.com Book a FREE 15-minute Client Acquisition Consultation with Carter or one of his team members. HEALTH: Low on energy or overweight? Go to http://www.chemicalfreebody.com/enrichers and grab GREEN 85 Juice Formula or book a FREE 30-minute Health Strategy Session with Tim or one of his coaches.

Episode 68 - Jill is a passionate wealth advisor, continually striving to find new ways to exceed her client's expectations with her depth of knowledge in taxes, estate planning, and personal finance. Jill's consulting approach is fundamental to empowering her clients to increase their financial literacy and understanding of wealth management. At SWMG, Jill implements our investment strategy, serves as a key member of our Investment Committee, and is a leader in our retirement plan practice. Jill additionally writes a blog, Jill’s Journal, aimed at newer investors. Learn more about Jill here: https://stephenswmg.com/why-us/meet-our-team/jill-carr/ WEALTH: Not getting enough clients? GO TO: http://www.CSIFG.com Book a FREE 15-minute Client Acquisition Consultation with Carter or one of his team members. HEALTH: Low on energy or overweight? Go to http://www.chemicalfreebody.com/enrichers and grab GREEN 85 Juice Formula or book a FREE 30-minute Health Strategy Session with Tim or one of his coaches.

Episode 67 - Sam is passionate about helping others achieve their financial and personal goals. He loves helping people to change their behavior and better their lives. Sam specializes in helping young professionals, real estate investors, and small business owners.  Sam is an Accredited Financial Counselor® and a CERTIFIED FINANCIAL PLANNER™. He has more than 5 years of experience in the financial services industry. He recently graduated from Utah Valley University’s (UVU) Personal Financial Planning program. While in school, Sam was President of UVU’s Money Management Resource Center for two years. Sam led a team of over 30 coaches who coached students, faculty, and community members to help them improve their finances. Sam has worked for several financial planning firms but decided to work at VCM because of the high quality of financial planning work done here. Click to learn more about the AFC® Certification or CFP® Certification.  Sam loves spending time with his family, boating, snowmobiling, and volunteering in the community. Learn more about Sam Jones here: https://vitalitycap.com/sam-jones/  WEALTH: Not getting enough clients? GO TO: http://www.CSIFG.com Book a FREE 15-minute Client Acquisition Consultation with Carter or one of his team members. HEALTH: Low on energy or overweight? Go to http://www.chemicalfreebody.com/enrichers and grab GREEN 85 Juice Formula or book a FREE 30-minute Health Strategy Session with Tim or one of his coaches.

Episode - 66 Michael was born in Israel to Russian parents seeking a life free of the Soviet Union. Two years later, they came to America, and he has lived in the New England area ever since. After college and law school, he simultaneously passed the NY and MA bar exams in 2008 and became a lawyer later that year. Michael went on to practice law for five years, working in large-scale corporate litigation, estate planning, and commercial collections. However, he wasn't practicing the kind of law he wanted to, and so, with the support of his wonderful wife Alison, he changed careers in 2013 to enter the world of financial services. Since then, Michael has run his own practice on the theory that if he builds relationships, gives honest and smart advice, and does what is right for his clients, he will flourish with them. It's working so far! Learn more about Michael Golosovker on his website: https://www.champion-strategies.com/index.html  WEALTH: Not getting enough clients? GO TO: http://www.CSIFG.com Book a FREE 15-minute Client Acquisition Consultation with Carter or one of his team members. HEALTH: Low on energy or overweight? Go to http://www.chemicalfreebody.com/enrichers and grab GREEN 85 Juice Formula or book a FREE 30-minute Health Strategy Session with Tim or one of his coaches.