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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
Retirement Impact Blueprint Creator - Anson McDaniel
00:58

Retirement Impact Blueprint Creator - Anson McDaniel

In this Health and Wealth Podcast episode, hosts Carter Wilcoxson and Dr. Ben welcome Anson McDaniel, who shares his extensive journey in the financial services industry. Anson discusses the importance of mentorship, the influence of his family, and his commitment to helping others. The conversation delves into Anson's current work, including the Retirement Impact Blueprint, which focuses on tax mitigation strategies for high-net-worth individuals. Anson also highlights his philanthropic efforts to combat human trafficking and the importance of having a purpose beyond financial gain. In this episode, Carter discusses the importance of passing on values rather than just valuables, emphasizing the need for a solid moral foundation in wealth management. He highlights the heartbreaking issue of children without homes and the role of wealth in funding organizations that help them. The conversation shifts to the significance of health in wealth, particularly as individuals age, and the importance of understanding BMI and weight management. Carter shares insights on fasting as a powerful tool for health improvement and discusses the connection between spiritual health and overall well-being. The episode concludes with a reminder of the importance of passing down values to future generations. Story Notes: 🎙️ Anson McDaniel's Journey into Financial Services 🎙️ Family and Personal Influences 🎙️ The Importance of Helping Others 🎙️ Building Professional Connections 🎙️ The Philosophy of Client-Centric Service 🎙️ Anson's Current Work and Purpose 🎙️ Retirement Impact Blueprint Overview 🎙️ Human Trafficking Awareness and Philanthropy 🎙️ Tax Mitigation Strategies for High Net-Worth Individuals 🎙️ Passing on Values, Not Just Valuables Learn more about Anson McDaniel and his Retirement Impact Blueprint here: https://www.theretirementimpactblueprint.com/the-retirement-impact-blueprint-waitlist-page 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/?sscid=a1k7_avqy2&products and grab GREEN 85 Juice Formula or book a FREE 30-minute Health Strategy Session with Tim or one of his coaches. #HealthAndWealth #FinancialWellness #RetirementPlanning #MentorshipMatters #Philanthropy #TaxStrategies #ValuesOverValuables #WealthManagement #HumanTraffickingAwareness #HealthyLiving #SpiritualHealth #BMIManagement #FastingForHealth #PurposeDrivenLife
Retirement Impact Blueprint Creator - Anson McDaniel
01:04:49

Retirement Impact Blueprint Creator - Anson McDaniel

In this Health and Wealth Podcast episode, hosts Carter Wilcoxson and Dr. Ben welcome Anson McDaniel, who shares his extensive journey in the financial services industry. Anson discusses the importance of mentorship, the influence of his family, and his commitment to helping others. The conversation delves into Anson's current work, including the Retirement Impact Blueprint, which focuses on tax mitigation strategies for high-net-worth individuals. Anson also highlights his philanthropic efforts to combat human trafficking and the importance of having a purpose beyond financial gain. In this episode, Carter discusses the importance of passing on values rather than just valuables, emphasizing the need for a solid moral foundation in wealth management. He highlights the heartbreaking issue of children without homes and the role of wealth in funding organizations that help them. The conversation shifts to the significance of health in wealth, particularly as individuals age, and the importance of understanding BMI and weight management. Carter shares insights on fasting as a powerful tool for health improvement and discusses the connection between spiritual health and overall well-being. The episode concludes with a reminder of the importance of passing down values to future generations. Story Notes: 🎙️ Anson McDaniel's Journey into Financial Services 🎙️ Family and Personal Influences 🎙️ The Importance of Helping Others 🎙️ Building Professional Connections 🎙️ The Philosophy of Client-Centric Service 🎙️ Anson's Current Work and Purpose 🎙️ Retirement Impact Blueprint Overview 🎙️ Human Trafficking Awareness and Philanthropy 🎙️ Tax Mitigation Strategies for High Net-Worth Individuals 🎙️ Passing on Values, Not Just Valuables Learn more about Anson McDaniel and his Retirement Impact Blueprint here: https://www.theretirementimpactblueprint.com/the-retirement-impact-blueprint-waitlist-page 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/?sscid=a1k7_avqy2&products and grab GREEN 85 Juice Formula or book a FREE 30-minute Health Strategy Session with Tim or one of his coaches. #HealthAndWealth #FinancialWellness #RetirementPlanning #MentorshipMatters #Philanthropy #TaxStrategies #ValuesOverValuables #WealthManagement #HumanTraffickingAwareness #HealthyLiving #SpiritualHealth #BMIManagement #FastingForHealth #PurposeDrivenLife
The Role of Education in Financial Services with Geoffrey Wallace
01:00

The Role of Education in Financial Services with Geoffrey Wallace

In this episode of the Health and Wealth Podcast, host Carter Wilcoxson and co-host Dr. Ben engage with Geoffrey Wallace from Mutual of Omaha Mortgage. They explore Geoffrey's journey into financial services, the impact of personal experiences on career choices, and the importance of education in financial planning. The conversation also delves into the challenges faced in the mortgage industry, the role of reverse mortgages in retirement planning, and the intersection of health and wealth, particularly concerning end-of-life care. Additionally, they discuss the effects of technology on mental health and the benefits of staying active through sports like pickleball. 🎙️ Geoffrey Wallace's Journey into Financial Services 🎙️ The Impact of Family Experiences on Career Choices 🎙️ Connecting Through Shared Backgrounds 🎙️ Transitioning to Mutual of Omaha Mortgage 🎙️ The Importance of Education in Financial Services 🎙️ Navigating Market Challenges and Opportunities 🎙️ The Role of Reverse Mortgages in Financial Planning 🎙️ Health and Wealth: Addressing End-of-Life Care 🎙️ The Effects of Technology on Mental Health 🎙️ Staying Active: The Benefits of Pickleball Learn more about Geoffrey Wallace here: https://www.linkedin.com/in/wallacegeoffrey/ 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/?sscid=a1k7_avqy2&products and grab GREEN 85 Juice Formula or book a FREE 30-minute Health Strategy Session with Tim or one of his coaches. #HealthAndWealth #ChiropracticCare #HolisticHealth #NaturalHealing #WellnessJourney #DrBenShamoiel #ChiropractorLife #HealthAndWellness #FamilyWellness #RootCauseHealing #HolisticApproach #NaturopathicLiving
The Role of Education in Financial Services with Geoffrey Wallace
01:04:21

The Role of Education in Financial Services with Geoffrey Wallace

In this episode of the Health and Wealth Podcast, host Carter Wilcoxson and co-host Dr. Ben engage with Geoffrey Wallace from Mutual of Omaha Mortgage. They explore Geoffrey's journey into financial services, the impact of personal experiences on career choices, and the importance of education in financial planning. The conversation also delves into the challenges faced in the mortgage industry, the role of reverse mortgages in retirement planning, and the intersection of health and wealth, particularly concerning end-of-life care. Additionally, they discuss the effects of technology on mental health and the benefits of staying active through sports like pickleball. 🎙️ Geoffrey Wallace's Journey into Financial Services 🎙️ The Impact of Family Experiences on Career Choices 🎙️ Connecting Through Shared Backgrounds 🎙️ Transitioning to Mutual of Omaha Mortgage 🎙️ The Importance of Education in Financial Services 🎙️ Navigating Market Challenges and Opportunities 🎙️ The Role of Reverse Mortgages in Financial Planning 🎙️ Health and Wealth: Addressing End-of-Life Care 🎙️ The Effects of Technology on Mental Health 🎙️ Staying Active: The Benefits of Pickleball Learn more about Geoffrey Wallace here: https://www.linkedin.com/in/wallacegeoffrey/ 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/?sscid=a1k7_avqy2&products and grab GREEN 85 Juice Formula or book a FREE 30-minute Health Strategy Session with Tim or one of his coaches. #HealthAndWealth #ChiropracticCare #HolisticHealth #NaturalHealing #WellnessJourney #DrBenShamoiel #ChiropractorLife #HealthAndWellness #FamilyWellness #RootCauseHealing #HolisticApproach #NaturopathicLiving
Meet Dr. Ben: Our New Interim Co-Host
33:01

Meet Dr. Ben: Our New Interim Co-Host

In this conversation, Carter Wilcoxson introduces Dr. Ben Shamoiel as the interim co-host of the Health and Wealth Podcast. Dr. Ben is a board-certified chiropractor with over 26 years of experience. He shares his journey of becoming a chiropractor and his passion for restoring health and wellness naturally. They discuss the importance of addressing the root cause of health issues and creating a holistic environment for healing. Dr. Ben also talks about his personal life, including his wife and two children, who have been raised with a natural and chiropractic mindset. Story Notes: 🎙️ Introducing Dr. Ben as the Interim Co-host 🎙️ Dr. Ben's Background and Journey to Becoming a Chiropractor 🎙️ Restoring Health and Wellness Naturally 🎙️ The Importance of a Holistic Environment 🎙️ Addressing the Root Cause of Health Issues 🎙️ The Role of Genetics in Health 🎙️ Creating a Naturopathic Approach to Health 🎙️ The Impact of Family on Health and Well-being 🎙️ Dr. Ben's Personal Life and Relocation Learn more about Dr. Ben Shamoiel here: https://www.thelachiropractor.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/?sscid=a1k7_avqy2&products and grab GREEN 85 Juice Formula or book a FREE 30-minute Health Strategy Session with Tim or one of his coaches. #HealthAndWealth #ChiropracticCare #HolisticHealth #NaturalHealing #WellnessJourney #DrBenShamoiel #ChiropractorLife #HealthAndWellness #FamilyWellness #RootCauseHealing #HolisticApproach #NaturopathicLiving
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