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

4 Hurdles in Retirement Beyond Your Investment Portfolio

Becoming hyper-focused on only one aspect of a problem is pretty much never a good approach. A racecar driver who only focuses on speed and ignores strategy won’t win races, at least not many of them. A carpenter who only hammers in nails won’t build strong structures. 

Your Silicon Valley Bank Questions Answered

You likely have heard about the recent Silicon Valley Bank (SVB) collapse and probably have questions. Here, we provide you with unbiased answers to your questions.

Thinking About Retiring Early? 8 Things to Consider First

Tom Fridrich, JD, CLU, ChFC®, Senior Wealth Planner We’ve all asked ourselves whether it’s too early to retire (usually after a particularly challenging commute or dealing with a difficult client).  You may have even gone so far as to take a sneak peek at your account statements …

4 Tips to Take Your 401(k) to the Next Level

Matt Kory, Vice President, Retirement Programs As a retirement income vehicle, the 401(k) is second in popularity only to Social Security – and as CNBC reported in 2019 the number of 401(k) millionaires is at an all-time high. But is a million dollars even enough for your retirement needs? 

1 2 3 92 93 94

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