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.  

🎙️ Join hosts Carter Wilcoxson and Tim James as they dive into an inspiring conversation with Jeff Kothe on this captivating episode of The Health and Wealth podcast. 🌟 In this episode, Jeff shares his remarkable journey in the financial services and marketing arena, starting from his humble beginnings during a challenging job market. From insurance to Medicare supplements, life insurance, and annuities, Jeff's career trajectory has been nothing short of impressive. 📈 But it doesn't stop there. Tune in to discover Jeff's shift towards helping others in the industry and the incredible success stories of agents he has guided in improving their sales techniques. 🌟 Are you hungry for success? Looking to expand your client base? Don't miss out on the opportunity to book a FREE 15-minute Client Acquisition Consultation with CEO Carter Wilcoxson to supercharge your growth. https://www.epicservicescompany.com/.../cwilcoxson-epic-ceo 📈 If you're ready to take charge of your health, combat fatigue, or shed those extra pounds, head over to https://chemicalfreebody.com/enrichers Grab the GREEN 85 Juice Formula or book a FREE 30-minute Health Strategy Session with Tim or one of his dedicated coaches. Your well-being is just a click away. 💪 For more incredible insights and to learn more about the exceptional Jeff Kothe, visit his website at https://kotheenterprises.com/ 🌐 #HealthAndWealthPodcast #FinancialServices #Marketing #InsuranceIndustry #SuccessStories #TaxFreeRetirement #Empowerment #BusinessGrowth #Wellness #ClientAcquisition #HealthStrategies #JeffKothe #TuneInNowhttps://www.epicservicescompany.com/meetings/cwilcoxson-epic-ceo

In this episode of The Health and Wealth podcast, hosts Carter Wilcoxson and Tim James sit down with their guest, Jeff Kothe, to delve into his journey in the financial services and marketing arena. Jeff shares how his career in insurance began during a challenging job market and his subsequent foray into Medicare supplements, life insurance, and annuities. He also discusses the motivation behind his shift towards helping others in the industry and shares success stories of assisting agents in improving their sales techniques. The conversation highlights the importance of suitability in the insurance industry and the challenges that can arise even when following the rules. Jeff also explains his role as a marketer for CSI Financial Group and his focus on creating a program to align agents with business owners seeking tax-free retirement options. About Our Guest : Jeff Kothe started his professional career in 1985. He is a graduate of the University of Illinois- Urbana/Champaign with a Bachelor’s Degree in Psychology and a minor in Math and Sciences. Mr. Kothe prides himself on being well informed and is regularly enrolled in continuing education to stay on top of current laws and trends. Jeff is seen as an asset to business owners because he has seen success as a business owner and is able to pass that experience on to those he works with to help them grow their business and help more people. Story Notes: * Jeff's Journey in Financial Services and Marketing * Transition to a New Role * Creating a Program for Success Learn more about Jeff Kothe here: https://kotheenterprises.com/ 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 https://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.

🎙️ Join Carter and Tim on the latest episode of the Health and Wealth podcast as they sit down with Brion Crum, the VP of Wealth Development at Caliber Funds. 🏦💼 Discover Brion's captivating journey in the financial services industry, from growing up on an Ohio farm to witnessing his father's entrepreneurial spirit, which ignited his passion for business ownership and real estate investment. Tune in as he shares how these experiences led him to his current role at Caliber Funds and Caliber Companies. 🌟 Don't miss out on this eye-opening conversation about wealth development and real estate investing with Brion Crum on the Health and Wealth podcast! 🎧 🔗 To learn more about Brion Crum and Caliber Funds, visit: https://caliberfunds.co/brion-crum/ 💰 Need help attracting more clients? Book a FREE 15-minute Client Acquisition Consultation with CEO Carter Wilcoxson and take your business to the next level. Link: https://www.epicservicescompany.com/meetings/cwilcoxson-epic-ceo 🌿 Looking to enhance your health and vitality? Head over to https://chemicalfreebody.com/enrichers to grab the GREEN 85 Juice Formula or schedule a FREE 30-minute Health Strategy Session with Tim or one of his expert coaches. Boost your well-being today! #HealthAndWealthPodcast #WealthDevelopment #RealEstateInvesting #FinancialServices #CaliberFunds #BrionCrum #OpportunitiesZoneFund #InvestmentOpportunities #Entrepreneurship #BusinessOwnership #ClientAcquisition #HealthStrategy #EnergyBoost #Green85JuiceFormula #ChemicalFreeLiving #FinancialAdvice #WealthCreation #PodcastDiscussion

In this episode of the Health and Wealth podcast, hosted by Carter and Tim, they welcome Brion Crum, the VP of Wealth Development at Caliber Funds, to discuss his journey and experience in the financial services industry. Carter shares how he met Brion at an alliance campaign and attended a round table discussion with him, and they have been discussing having him on the podcast ever since. Brion talks about how growing up on a farm in Ohio and watching his father's entrepreneurship made him realize the value of business ownership and investing in real estate. This realization drove him to pursue a career in financial services, and he currently works for Caliber Funds and Caliber Companies. Brion also shares about the history of Caliber, which started in 2009 to help people access real estate deals during the last great recession. He explains that Caliber buys distressed properties, renovates them, and distributes income to investors. In 2014, they were able to take advantage of the Jobs Act, which allowed equity crowdfunding to occur. Brion explains that they had to make sure that all investors were accredited, meaning they had a net worth over a million dollars or an income exceeding $300,000 as a couple or $200,000 as an individual. They also discuss the Opportunities Zone Fund program, which is designed to encourage investment in economically disadvantaged areas in the US. Investors who have a capital gain can invest it in a qualified opportunity zone fund, which provides them with tax benefits such as deferring owing any federal capital gains tax for several years. Caliber invests in real estate, particularly in Arizona, Colorado, and Texas. The company has a vertically integrated and diversified real estate asset management system and raises most of its capital through Caliber Funds. Brion also talks about how financial advisors can work with Caliber and the benefits of doing so. About Our Guest : Brion Crum is the VP of Wealth Development at Caliber Funds. His responsibilities include raising money for Caliber’s multiple real estate funds and helping accredited investors develop their wealth. Prior to Caliber, Brion was a financial advisor at Merrill Lynch and Synergy Investments, advising high-net-worth investors and business owners on strategies for asset protection, tax planning and portfolio construction. Brion began his career as an internal wholesaler at ING Funds before becoming an independent advisor and consultant for companies with high-growth potential and their executives. Brion has been on the founding advisory board of Eliances, an entrepreneurship community, and is a board member/advisor for a diverse group of organizations that have community impact and sustainability at their core. Learn more about Brion Crum here: https://caliberfunds.co/brion-crum/ WEALTH: Not getting enough clients? Book a FREE 15-minute Client Acquisition Consultation with CEO | Carter Wilcoxson to learn how. HEALTH: Low on energy or overweight? Go to https://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 50 Replay - 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 textbooks, the term ‘fiat currency’ is loosely defined as ‘faith-based currency.’ The U.S. dollar is today a fiat currency, meaning that it has no physical backing such as gold or silver. Critics argue that this is a weakness. Fiat, however, sees this as an example of the importance of trust, and even faith, for economic relationships to exist. Trust is the bedrock of the work at Fiat Wealth Management. Brad is also a national financial speaker, trainer, and mentor, who is responsible for delivering high-quality content to financial advisors regarding the elements required to expand business opportunities on a virtual level. I also provide mentorship to financial advisors to create educational content to present to prospective and current clientele. Learn more about Brad Gotto and Fiat WM https://www.fiatwm.com/about  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 73 replay - Angela has been advising families and family enterprises since 2003. As Partner & COO, her goal is to ensure that clients and employees of DMG are empowered and flourishing. She is driven to find out-of-the-box solutions that address client needs now, whether it’s related to finances or not. From connecting clients to resources for COVID-19 vaccines to conference calls with farmers, her clients truly are family and not just another portfolio. In addition to financial strategies, Angela is also a certified Family Enterprise Advisor and third-generation family business owner, supporting her passion for family business consulting and succession. She has a knack for helping people discover their strengths and then applying those strengths to achieve success. Angela also introduced a Results Only Work Environment (ROWE) to Del Monte Group, which holds each employee accountable for specific results (excellent service to our clients) while ultimately liberating them from fixed work schedules and locations. She is a big believer in innovative management techniques and client service methodologies that create sensational outcomes for everyone who steps through the door. Angela earned a B.S. in business administration with an emphasis in financial services from California State University, Chico, and an MBA from St. Mary’s College of California, Moraga. She also holds the CERTIFIED FINANCIAL PLANNER™ designation. Angela lives in the East Bay with her two young children. Learn more about Angela here: https://aplaceofpossibility.com/angela/ 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/enrichers and grab GREEN 85 Juice Formula or book a FREE 30-minute Health Strategy Session with Tim or one of his coaches.

Epiosde 86 - Barbara is a Gerontologist Consultant on a heart-felt mission to holistically change how financial professionals, insurance leaders, entrepreneurs, executives & senior-focused industry leaders can better engage with their aging clientele & age-related money issues. An energetic solution seeker and consensus builder, she is a fierce advocate of partnering with professionals who want to make the broadest positive impact with their senior population by the phrase, "a rising tide can lift all boats!" Barbara is the go-to aging expert & public speaker, bringing professional training as a 25-year Gerontologist and a Financial Planner, along with 13 years of experience as a former award-winning Insurance Agency owner & Business Insurance advisor. She is the curious, creative designer and motivational coach behind the 6-Month, online Aging, and Money Blueprint online program. This one-of-a-kind, on-demand educational coaching program teaches mission-driven professionals how to become aging experts so they can help their clients identify and emotionally plan, in advance, for inevitable and sometimes devastating aging-related money issues. She's a highly rated, dynamic national speaker. She is called upon frequently for interviews on podcasts & webinars where she enthusiastically spreads the message that positive aging outcomes are supported by a uniquely holistic, person-centered, self-awareness of aging approach that encompasses a powerful combination of comprehensive financial planning and preparing for inevitable aging issues. Learn more about and connect with Barbara Micheletti here: https://interruptingaging.com/  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/enrichers and grab GREEN 85 Juice Formula or book a FREE 30-minute Health Strategy Session with Tim or one of his coaches.

Episode 87 - Having grown up around the business, Ryan has long desired to join Savage and provide his clients with the best service and expertise possible. After graduating from Michigan State University, Ryan began in 2019 and worked alongside his father, Sean. Ryan is focused on serving the next generation of Sean’s clients while building his practice. His focus is to help clients develop the financial skills necessary to allow for successful planning over the long term. In May of 2022, Ryan achieved CFP® certification, the standard of excellence in financial planning. By Achieving CFP® certification, Ryan has demonstrated expertise and is committed to serving his clients to the highest standard. Learn more about Ryan Savage here: https://savageandassociates.com/ryan-savage/  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.