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 #NaturopathicLivin

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

Andrew Nemes, a financial advisor in Novi, Michigan, shares his unique background and how he got into financial advisory services. He comes from a family of CPAs, with his father also being a financial advisor. Andrew emphasizes the importance of learning about business operations and laws before entering the financial world. He discusses the challenges faced during the COVID-19 pandemic, including market drops and transitioning to virtual meetings. Andrew's clientele consists of physicians, entrepreneurs, and auto executives, focusing on building solid relationships with his clients.

Story Notes:

• Growing Up in a Competitive Household
• Transitioning into Financial Advisory Services
• Clientele and Specialties
• Challenges Faced During COVID-19
• Building Relationships with Clients
• Adapting to Industry Trends and Opportunities for Financial Advisors
• The Importance of Building Relationships in Financial Advisory
• Home Workouts and the Benefits of Yoga and Acupressure
• The Power of Sprouts and Chemical-Free Foods
• The Health Benefits of Infrared Saunas and Nano Silver Products

Learn more about Andrew Nemes here: https://www.linkedin.com/in/andrew-nemes-cpa-cima%C2%AE-2659a8b2/

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.

#FinancialAdvisory #WealthManagement #ClientRelationships #FinancialAdvisor #Entrepreneurship #COVIDChallenges #BusinessStrategy #HealthAndWellness #HomeWorkouts #ChemicalFreeLiving #InfraredSauna