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Podcast Archive


The Most Overlooked Risk in Retirement


What are the risks that will threaten your financial security in retirement? You might be thinking stock market risk or investment risk, but you would just be scratching the surface. Today, there are far more significant risks that could cost you a small fortune in retirement. On this episode, learn the most overlooked risk that could crush you in retirement.

Topics: Retirement Risks

Co-host: Paul West

Following the Millionaire’s Money Managing Process


What do millionaires know about money, that you don’t know? How do they get away with paying fewer taxes than anyone else? And how do they make their money make money, while minimizing their downside? Learn all the answers on this week’s episode.

Co-host: Paul West

Dotting Your I’s and Crossing Your T’s: How to be fully prepared for retirement


Imagine what it will feel like once you finally retire. Its exciting, but it can also be scary. And, today more than ever, you have to dot your I’s and cross your T’s. On this episode, learn how eliminate unwanted financial surprises and become fully prepared to retire.

Topics: Retirement Preparation

Co-host: Paul West

8 Surprising Things You Don’t Know About Social Security … That Could Cost You a Small Fortune


As much as $10 billion in social security benefits go unclaimed every single year. You may not realize this, but how and when you claim your benefits could have a huge impact on your taxes, Medicare premiums and even your spousal benefits!

On this episode . . .

We’ll reveal 8 surprising things you don’t know about social security, including …

  • Little known strategies that could help boost your benefits for not only you … but also your spouse.
  • How you could prevent your Medicare premiums from going through the roof.
  • Plus, strategies that could help you avoid being taxed on as much as 85% of your benefits.

Topics: Social Security, Retirement, Financial Planning

Co-host: Ron Carson, Paul West

You’re Receiving an Inheritance … Here’s What You Need to Know


Baby boomers are set to inherit 11.6 trillion dollars from “The Greatest Generation.” But it’s reported that 1 in 3 people who receive an inheritance … will go bust within 2 years? Receiving an inheritance sounds great, but there’s a lot more to it than meets the eye. And so many Americans are ill-prepared. This episode of Wealth from Wisdom reveals the strategies that could help you make the most out of an inheritance.

Topics: Inheritance, Taxes, Expenses, Wealth Management

Co-host: Paul West, Jeremy Willner

Behind The Scenes in Financial Services (With Special Guest Melanie Housden)


In today’s episode of Wealth From Wisdom, Special Guest Melanie Housden joins Ron Carson to discuss financial services behind the scenes.

Co-host: Ron Carson, Melanie Housden

5 Expenses that Could Blindside You In Retirement


Do you think you have a bullet proof budget for retirement? Learn 5 huge expenses that could blindside you, and the strategies that could help protect yourself on this Wealth From Wisdom episode.

Topics: Retirement, Expenses

Co-host: Paul West, Jim Caldwell

The Answers to Your Retirement Questions, Doubts and Concerns


Have you ever wondered if you’ve saved enough for retirement? How much you can afford to spend? Or if you’ll run out of money? Ron Carson and Paul West will answer your biggest questions on Wealth From Wisdom and share 7 strategies that could make your money go a lot further than you thought possible.

Topics: Retirement

Co-host: Paul West

You Probably Overpaid the IRS


This year, Americans paid more than $1 BILLION than they needed to in taxes. How? Americans ignore the one thing that could help them save money in taxes – having a forward looking tax strategy. In this episode, Ron and Paul will teach you how to develop a strategy that works best for you.

Topics: Taxes

Co-host: Paul West

Stock Market Volatility and Retirement


One day, the stock market is up 500 points. The next day, it is down 1,000. That is just the new world we live in. We’ve had more stock market volatility in the past few weeks than in the past decade. This poses problem for those recently retired, or who are nearing retirement.

Co-host: Paul West, Jim Caldwell

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