Today I want to share a great conversation I had earlier this year with Kevin Thompson on his ‘Million Dollar Relationships’ podcast, sharing my thoughts on financial freedom and personal growth.
It was a great opportunity to share my journey from witnessing my parents’ bankruptcy to becoming a leading wealth advisor and founding the organization we have today.
I’m passionate about helping people fully live their lives today, without waiting for a distant future, and the show dives into my philosophy of not only financial wisdom, but the incredible impact of connections.
This episode also explores how personal healing and self-work are crucial steps for meaningful relationships and how my “I will be” model, is a powerful mindset for entrepreneurs aiming to make a lasting difference in their communities and beyond.
Key Takeaways:
• Discover how my childhood experience of my bankruptcy ignited his mission to simplify financial management and help others achieve financial freedom.
• I talk about my transition from working in insurance to founding Cornerstone in 1996, providing comprehensive family office services for entrepreneurs and business owners.
• Hear how influential mentors like Tony Robbins and WWII veteran Art Stamates shaped my perspective on life and the importance of loving people.
• We explore the profound spiritual experiences I shared with my children and how these moments have deeply impacted our relationships and personal growth.
• I talk about my holistic approach to personal and communal development through the “I will be” model, emphasizing the importance of self-work for meaningful relationships and impactful philanthropy.
• We discuss the importance of not waiting for a distant future to live your life fully, but rather finding ways to enjoy and make the most of today.
Join me for a great conversation that merges financial insight with the heartwarming power of human connection.
Hear Past episodes of the Way2Wealth Podcast!
https://theway2wealth.com
Learn more about our Host, Scott Ford, Managing Director, Partner & Wealth Advisor
https://www.carsonwealth.com/team-members/scott-ford/
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offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under
separate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwide
partnership of advisors. 19833 Leitersburg Pike, Suite 1 Hagerstown, MD 21742. Opinions expressed by the
presenter may not be representative of Cetera Advisors Networks LLC, or CWM, LLC.
