Ep. 109: How Self-Love Builds True Wealth and Well-Being with Dr. Margaret Paul
What if the richest life begins when you finally listen to your feelings? We sit down with Dr. Margaret Paul—best-selling author and co-creator of Inner Bonding—to rethink wealth as well-being and put love at the center of a life that feels good. Forget the myth that a bigger balance sheet guara ...
Understanding Growth Metrics in a Bull Market With Michael Belluomini and Liam Heffernan
In this episode, Matthew Jarvis hosts Michael Belluomini and Liam Heffernan from Carson Wealth, discussing the evolution of Carson Wealth Management, its coaching program, and the strategic approach to mergers and acquisitions (M&A). They explore the unique value proposition of Carson, including ...
Ron Carson on Financial Advisers' Trust (Podcast)
Bloomberg Opinion columnist Barry Ritholtz speaks with Carson Group founder and CEO Ron Carson. Carson Group serves financial advisers and investors through its family of businesses including Carson Wealth (which has $12 billion in assets under management) and Carson Coaching (which has grown to ...
Ep. 110: CPA Attorney Bruce Willey Asks, What If Your Tax Return Is Costing You Wealth
Your tax return can feel like a verdict, but it doesn’t have to be. I sit down with Bruce Willey, a rare combo of CPA and attorney, to talk about what most high-earning business owners never get from “normal” tax prep: an actual tax plan. We start with Bruce’s Tactical Games journey, where accur ...
Ep. 111: Exit Your Business Smarter, a Conversation with Chad Williams
We talk with business law attorney Chad Williams about what really drives founders to sell and how to prepare before the first serious offer shows up. We dig into why the headline price can be misleading, how to protect your leverage, and what planning looks like after the wire hits.
reasons fo ...
Ep. 112: The Biology of Better Relationships: A Conversation with John Gray, Author of Men Are from Mars, Women Are from Venus
We sit down with Dr John Gray to connect love, stress, and biology to the day-to-day communication problems couples face. We talk hormones, polarity, and practical ways to lower cortisol so relationships feel warmer, simpler, and more alive. • Dr Gray’s new “for women only” focus on being happy ...
Ep 113: Money Narratives That Shape Your Life And Work with Ben Laws
Money gets treated like a scoreboard, but it usually starts as a story. Ben Laws and I dig into the early moments that shape how we think about wealth, from childhood lessons about fairness and scarcity to the subtle ways comparison rewires our sense of “enough.” If you have ever hit a financial ...
Ep. 114: Healing The Entrepreneur's Shadow with Celinne Da Costa
Most of us think the hard part of entrepreneurship is strategy. Then we hit a moment where the tactics work, the money shows up, and we still feel restless, split, or oddly numb. That’s where this conversation goes. I’m joined by leadership coach and author Celine DaCosta to talk about shadow wo ...
Carson Wealth's presence in NKY; Fall events at Cancer Support Community
Tune into this week's NKY Spotlight Podcast. We hear from Shelley Funke Frommeyer of Carson Wealth and Gretchen Ramstetter of Cancer Support Community Greater Cincinnati-Northern Kentucky.
The NKY Spotlight Podcast is powered by CKREU Consulting.
Ep. 116: The Five Capitals Of Family Wealth with Keith Whitaker
Money can fund a great life, but it cannot tell your family what a great life is. That’s why I sat down with Keith Whitaker, president and founding managing director of Wise Counsel Research, to talk about the qualitative side of wealth: the human factors that determine whether financial success ...
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