What Does True Wealth Mean to Me?

Share Post: facebook Created with Sketch. twitter Created with Sketch. linkedin Created with Sketch. mail Created with Sketch. print Created with Sketch.

Published by Michele Schreck | Connect with Michele on LinkedIn

Around the office at Carson Wealth, you may often hear Ron Carson describe True Wealth as “all the things that money can’t buy and death can’t take away.”  

I believe True Wealth is being able to get up every morning, feeling good and ready to find out what new and interesting things the new day will bring. 

 

True Wealth truly starts with attitude and physical health. I saw a commercial recently for Fitbit; I’m sure you’ve all seen the wrist bands that measure just about everything going on with you but your weight…thank goodness! The gentleman in the commercial looked at his Fitbit to see his heart rate and the comment was, “make every beat count”. This couldn’t be more true. I know many of us have lost loved ones, and many too soon, or have had those “woulda, coulda, shoulda moments”. So, what feels good to you that makes life fun, enjoyable and puts a smile on your face? It might be having more than a job- a career, that fulfills your creativity, challenges you mentally and surrounds you with people that have similar goals and objectives like you. It might be connecting with family members and friends near and far. True Wealth is having the health and ability to do the things, whether they are big or small events in our lives, to say yes, I’m glad I did that.

True Wealth doesn’t have to cost a lot, or maybe nothing at all. We are getting ready for our annual “bring your dog to work” day and the office has been buzzing all week with talk of who is bringing their dog, or dogs, and which breeds are they. We’ve heard that the rescue center we are collecting donations for will be bringing puppies in to show off; what will they look like? Although this is a work day, but we may not be as productive as we usually are; I think most of my co-stakeholders would agree with me that this is a True Wealth day!

It’s true that many of our clients are considered ‘high net worth’, but you would never know it if you passed them on the street. We may tell you in our initial meetings that as you interview us, we are interviewing you as well to see if we are a good “fit”. If we both agree, then we are on our way to a True Wealth relationship. We want to be able to help you pursue your goals, but we also want to develop a fun and friendly relationship that will give all of us great memories and the experiences that “money can’t buy and death can’t take away.” In the 24 years I have been with Carson Wealth Management, I have made many True Wealth memories with many of you, our valued clients.

 

Contact a Wealth Advisor Today

Share:
facebook Created with Sketch. twitter Created with Sketch. linkedin Created with Sketch. mail Created with Sketch. print Created with Sketch.
Share Post: facebook Created with Sketch. twitter Created with Sketch. linkedin Created with Sketch. mail Created with Sketch. print Created with Sketch.

RECENT POSTS

Gun Trusts: A Way to Avoid Unknown and Unintended Risks

America leads the world in gun ownership per capita with 90 guns existing per 100 residents. According to the Pew Research Center, 40% of individuals age 65+ own at least one gun. Some of the guns that are owned are classified as “Title II Firearms” and are regulated by the National Firearm …

What Should I Do With My Old 401(k)?

Your first step should be to talk to Human Resources at your old job, as well as your new job, to get individual information on what each plan allows. Once you know what you can and cannot do, you can follow one of the following steps.

529 Plans

Published by Mark Lookabill 529 plans were just recently brought back into headline news with President Obama’s State of the Union Address. During the State of the Union, the President expressed his desire to start taxing withdrawals from 529 plans.

The Too-Good-To-Be-True Dividend

Published by Brett Carson We’ve all heard the saying, “if it’s too good to be true, it probably is.” That’s how I feel about high yielding investments in this ultra-low rate environment. Just recently, my father asked me to look into a stock that was trading at nearly a 19% dividend yield t …
1 2 3 100 101 102 103 104 106 107 108

Get in Touch

In just 15 minutes we can get to know your situation, then connect you with an advisor committed to helping you pursue true wealth.

Schedule a Consultation