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Carter&Tim

Book a FREE 15 minute Client Acquisition Consultation with Carter, book a FREE 30 minute Health Strategy Session with Tim or one of their coaches.

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IT’S OFFICIAL! Carter and Tim have launched their very own show to educate, empower, and enlighten you on ALL things Health and Wealth! Make sure to follow, share, and like for immediate access to this priceless information. Carter Wilcoxson "The Advisors' Advisor" the Visionary thinker who sees the next opportunity before others do is the Architect of CSI's Advisor Partner Platform with strategies to connect advisors to new clients. For close to two decades, Carter has helped the top advisors in the country break their own production records year after year. Then he worked directly with consumers to gain the frontline perspective advisors face every day. This combined knowledge drove him to found CSI Financial Group to bring together advisors and consumers by providing mutually beneficial solutions. The result is CSI’s Advisor Partner Platform a foundational approach featuring a comprehensive collection of field-tested strategies that will change your business forever. 

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Carter Wilcoxson
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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.  

Tim James
Cheryl Canzanella - Navigating the Financial Impact of the Opioid Crisis
01:02:53

Cheryl Canzanella - Navigating the Financial Impact of the Opioid Crisis

In this episode of the Health and Wealth podcast, hosts Carter and Tim are joined by their special guest, Cheryl Canzanella. Cheryl has a unique perspective in the financial industry, specializing in raising awareness about the opioid crisis and its impact on financial health. The opioid epidemic has significant financial and economic implications, costing approximately 696 billion dollars in 2018 alone, which is about 3.4% of the GDP. Carter and Tim dive into Cheryl's personal journey and how she became deeply involved in addressing the opioid crisis. Cheryl's story began when she got married in 2011, and her husband started battling addiction due to a back injury. At first, she was in denial and tried to keep the situation hidden. She thought that sharing this personal struggle would be detrimental to her career in the financial industry. Story Notes: ๐ŸŽ™๏ธ Cheryl's Journey in Financial Services ๐ŸŽ™๏ธ Cheryl's Specialization in the Opioid Crisis ๐ŸŽ™๏ธ Personal Experience with the Opioid Crisis ๐ŸŽ™๏ธ The Importance of Addressing the Opioid Crisis ๐ŸŽ™๏ธ Misconceptions Surrounding Reverse Mortgages ๐ŸŽ™๏ธ National Association of Insurance and Financial Advisors (NAIFA) Learn more about Cheryl Canzanella here: https://cherylcanzanella.com/#bio WEALTH: Not getting enough clients? Book a FREE (https://www.epicservicescompany.com/meetings/cwilcoxson-epic-ceo) 15-minute Client Acquisition Consultation with CEO | Carter Wilcoxson to learn how. HEALTH: Low on energy or overweight? Go to https://chemicalfreebody.com/collections/all-products and grab GREEN 85 Juice Formula or book a FREE 30-minute Health Strategy Session with Tim or one of his coaches.
Patrick Huey, CFP-Strategic Giving: Maximizing Impact and Wealth Preservation
01:06:47

Patrick Huey, CFP-Strategic Giving: Maximizing Impact and Wealth Preservation

Welcome back to the Health and Wealth Podcast with your hosts, Carter and Tim. Today's guest is Patrick Huey, a certified financial planner from Victory Independent Planning (VIP). Patrick specializes in helping clients optimize their financial strategies, especially in the realm of charitable giving and tax planning. Patrick's expertise lies in identifying opportunities for clients to make strategic charitable donations while also benefiting from tax deductions. He's an accredited tax preparer and a chartered advisor in philanthropy, making him well-equipped to navigate the intricacies of tax laws and charitable giving regulations. Patrick shared a captivating story about a unique tax credit opportunity involving an oil and gas program that ultimately saved his clients significant money while aligning with their philanthropic goals. This episode is a testament to the power of specialized expertise in the financial realm and how financial planners like Patrick can make a tangible impact on their clients' financial well-being and their ability to contribute positively to their communities. Tune in to the rest of the episode to learn more about Patrick's insights and how he's helping clients make informed decisions to safeguard and grow their wealth. Story Notes: ๐ŸŽ™๏ธ Getting to Know Patrick Huey ๐ŸŽ™๏ธ Charitable Financial Planning ๐ŸŽ™๏ธ Creating Value Through Strategy ๐ŸŽ™๏ธ The Impact of Financial Planning on Clients ๐ŸŽ™๏ธ Balancing Wealth Preservation and Charitable Giving Learn more about Patrick Huey here: https://www.victoryindependentplanning.com/ WEALTH: Not getting enough clients? Book a FREE (https://www.epicservicescompany.com/meetings/cwilcoxson-epic-ceo) 15-minute Client Acquisition Consultation with CEO | Carter Wilcoxson to learn how. HEALTH: Low on energy or overweight? Go to https://chemicalfreebody.com/collections/all-products and grab GREEN 85 Juice Formula or book a FREE 30-minute Health Strategy Session with Tim or one of his coaches.
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