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

A True Wealth Moment

Have you ever had a moment when it seems like time stops for a second and you say to yourself, “wow…this is awesome”, or you have a wave of happiness and the feeling of being very grateful for life? I define these times as True Wealth moments.

Diversification: Risk and Reward

Published by Brett Carson, Director of Research, and the Carson Group Partners Investment Committee Diversification is a cornerstone of portfolio risk management. In short, investors should spread capital among various assets to attempt to reduce volatility and avoid being wiped out by one …

Why You Want a CERTIFIED FINANCIAL PLANNER™ On Your Team

I recently attended the Fall Excell Conference in Omaha put on by Carson Group, a community of advisors seeking coaching and content, and heard many excellent speakers. One speaker in particular discussed how our behavior can be evidence of our priorities and the value we will provide others.

Getting to Know: Jeff Bornhoft

Jeff joined Carson Wealth in July 2016 as a Compliance Specialist. Prior to joining Carson Wealth, he worked at TD Ameritrade for 13 years, the majority of which were spent in various risk management related positions (Compliance, Fraud and Retail Supervision).
1 2 3 72 73 74 75 76 106 107 108

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