Dreams are an evolutionary intelligent process that can offer the most incisive guidance in our lives, functioning like a trusted friend who will tell us truths no one else will, including our untapped potential. Dr. Lynn Worley shares how understanding and working with dreams transformed his life and can help others achieve true well-being—the root meaning of wealth.

• Dreams occur for about two hours every night, though most people only remember seconds
• Nightmares, particularly those related to trauma, are actually attempting to help heal us
• Moral injury—trauma from violating one's conscience—often causes deeper suffering than fear-based PTSD
• Unprocessed trauma creates an overactive nervous system that requires energy to maintain
• Finding someone you trust to listen deeply is critical for healing emotional wounds
• Dreams speak symbolically and require interpretation to understand their messages
• Mental health will likely be our biggest global challenge in the coming decade
• Dream work offers a pathway to greater freedom by releasing unconscious patterns

To learn more about evolutionary dreaming and watch Dr. Lynn Worley's film "Dreaming to Heal PTSD and Moral Injury" for free, visit evolutionarydreaming.com.

Get to know our guest, Len Worley:
Over the last thirty years, I have worked as a psychologist, marriage and family therapist, Rolfing bodyworker, and dream researcher and mentor. I obtained my Ph.D. in Counseling Psychology from Florida State University in 1981.

I currently spend most of my time writing and creating films to inspire and educate about the wisdom available in dreams. I also mentor those who wish to master the skills of dreamwork, devoting a few hours each week to online consultations for individuals and small groups. Along with dreamwork, I offer guidance for those wishing to solve a life conundrum or simply get more from life.

Connect:
LinkedIn
Instagram
Facebook

Len Worley, PhD

Founder, Evolutionary Dreaming

602 Kinney Ave, Austin, TX 78704

(512) 701-2831

Hear Past episodes of the Way2Wealth Podcast!
https://theway2wealth.com

Learn more about our Host, Scott Ford, Managing Director, Partner & Wealth Advisor
https://www.carsonwealth.com/team-members/scott-ford/

Investment advisory services offered through CWM LLC, an SEC-registered investment advisor. Carson Partners, a division of CWM LLC, is a nationwide partnership of advisors. The opinions voiced in the Way to Wealth with Scott Ford are for general information only and are not intended to provide specific advice or recommendations for an individual. Past performance is no guarantee of future results. All indices are unmanaged and may not be invested into directly. Investing involves risk, including possible loss of principal. No strategy assures success or protects against loss. To determine what may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing. Guests on Way to Wealth are not affiliated with CWM, LLC. Legado Family is not affiliated with CWM LLC. Carson Wealth 19833 Leitersburg Pike, Suite 1, Hagerstown, Maryland, 21742.

David Alcott of Samurai Success shares his transformative approach to wealth creation through authentic self-knowledge and intentional reprogramming of the subconscious mind.

• The wealthy and successful know exactly who they are and refuse to be talked out of it
• True wealth creation begins with a "be-do-have" strategy rather than the common "do-have-be" approach
• Money is simply energy—focus on mastery and the money naturally follows
• 95% of our actions come from subconscious programming that can be intentionally redesigned
• Most successful investors focus on their unique abilities rather than chasing money directly
• Saying "no" becomes essential when you clearly know who you are and where you're going
• Your destiny isn't predetermined—you can recreate yourself anew at any age
• Writing down who you want to be in different life areas helps reprogram your subconscious
• Congruency between beliefs and actions creates the authentic energy others respond to

David Olcott

CEO of Samurai Success, Inc.

1090 S. Wadsworth Blvd., Suite C-181

Lakewood, CO 80226

Phone: (303) 758-9567

For more information, find David's book "Swords of Illumination" on Amazon or connect with him on Facebook, Instagram, and LinkedIn.

Hear Past episodes of the Way2Wealth Podcast!
https://theway2wealth.com

Learn more about our Host, Scott Ford, Managing Director, Partner & Wealth Advisor
https://www.carsonwealth.com/team-members/scott-ford/

Investment advisory services offered through CWM LLC, an SEC-registered investment advisor. Carson Partners, a division of CWM LLC, is a nationwide partnership of advisors. The opinions voiced in the Way to Wealth with Scott Ford are for general information only and are not intended to provide specific advice or recommendations for an individual. Past performance is no guarantee of future results. All indices are unmanaged and may not be invested into directly. Investing involves risk, including possible loss of principal. No strategy assures success or protects against loss. To determine what may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing. Guests on Way to Wealth are not affiliated with CWM, LLC. Legado Family is not affiliated with CWM LLC. Carson Wealth 19833 Leitersburg Pike, Suite 1, Hagerstown, Maryland, 21742.

Unlocking the path to personal and financial success often requires diving deep into our past. In this engaging episode of the Way to Wealth, we're joined by the dynamic Coach Dan Gordon, who shares his rollercoaster journey from the brink of bankruptcy to thriving as an entrepreneur. Through storytelling and insightful commentary, we uncover how childhood trauma shapes our experiences, sparking a lively discussion on the importance of self-reflection and emotional health in entrepreneurship.

Dan opens up about the lessons learned from losing his marketing company, emphasizing the critical importance of being true to oneself and aligning business endeavors with genuine passions. The conversation expands to the often-overlooked but vital skill of selling, as Dan reframes sales as an opportunity for personal and relational growth rather than a dreaded chore. He shares practical strategies for engaging authentically with clients and overcoming the stigma often associated with selling.

Get ready to shift your perspective and embrace the healing required to thrive. Tune in and discover how listening to your inner voice and confronting your past can lead to monumental breakthroughs in both your personal and professional life. Let's embark on this enlightening journey together! Don’t forget to subscribe and share your thoughts with us!

Text "CALM" to (213) 409-8366 for a free trial of NuCalm.
Text "SALES" to (213) 409-8366 for access to the free eBook "10 Tips for Making Super Easy Sales"
Text "HELP" to (213) 409-8366 for a free 15 minute consultation with Coach Dan Gordon

Get to know our guest, Coach Dan Gordon:
In 2016, Coach Dan Gordon made a single mistake that bankrupted his marketing company.

After losing his company and $80,000, Coach Dan found himself at a personal crossroads. Turning his despair into determination, he embarked on a mission to completely transform his life.

Eight months later, Coach Dan walked out on stage in Dallas, Texas, being paid $10,000 for his first professional speaking gig. From there, his life skyrocketed.

Today, Coach Dan takes badass entrepreneurs on their own journey of bold transformation. Under this guidance, they expand their income, leadership, and sheer passion for life.

If you want to release your inner badass and experience life unlimited, then you're absolutely going to want to listen to what Coach Dan Gordon has to say.

Dan Gordon Enterprise LLC

7190 W Sunset Blvd, Suite 33A

Los Angeles, CA 90046

Connect:
dangordonenterprise.com

Hear Past episodes of the Way2Wealth Podcast!
https://theway2wealth.com

Learn more about our Host, Scott Ford, Managing Director, Partner & Wealth Advisor
https://www.carsonwealth.com/team-members/scott-ford/

Investment advisory services offered through CWM LLC, an SEC-registered investment advisor. Carson Partners, a division of CWM LLC, is a nationwide partnership of advisors. The opinions voiced in the Way to Wealth with Scott Ford are for general information only and are not intended to provide specific advice or recommendations for an individual. Past performance is no guarantee of future results. All indices are unmanaged and may not be invested into directly. Investing involves risk, including possible loss of principal. No strategy assures success or protects against loss. To determine what may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing. Guests on Way to Wealth are not affiliated with CWM, LLC. Legado Family is not affiliated with CWM LLC. Carson Wealth 19833 Leitersburg Pike, Suite 1, Hagerstown, Maryland, 21742.

Unlocking the secrets of health and well-being inspires our conversation around healthy aging. We discuss how health ties into financial wealth and personal fulfillment, emphasizing the importance of functional medicine. Dr. Kogan shares insight from his medical journey and how it shapes his current practice.

• Importance of understanding the relationship between health and wealth
• Functional medicine as a pathway to better living
• Personal health journeys and their impact on professional choices
• Exploring misconceptions surrounding biohacking and modern medicine
• The mental and emotional factors that contribute to healthy aging
• Why passion plays a key role in maintaining health
• Investing in foundational health practices over trends
• The connection between longevity and quality of life
• Clarifying the significance of personalized health assessments

Learn more about our guest:
Mikhail Kogan, MD, ABIOM, RCST

GW Center for Integrative Medicine
908 New Hampshire Ave NW
Suite #200
Washington D.C. 20037

Office phone: 202-833-5055
Office fax: 202-833-5755
mkogan@mfa.gwu.edu

Hear Past episodes of the Way2Wealth Podcast!
https://theway2wealth.com

Learn more about our Host, Scott Ford, Managing Director, Partner & Wealth Advisor
https://www.carsonwealth.com/team-members/scott-ford/

Investment advisory services offered through CWM LLC, an SEC-registered investment advisor. Carson Partners, a division of CWM LLC, is a nationwide partnership of advisors. The opinions voiced in the Way to Wealth with Scott Ford are for general information only and are not intended to provide specific advice or recommendations for an individual. Past performance is no guarantee of future results. All indices are unmanaged and may not be invested into directly. Investing involves risk, including possible loss of principal. No strategy assures success or protects against loss. To determine what may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing. Guests on Way to Wealth are not affiliated with CWM, LLC. Legado Family is not affiliated with CWM LLC. Carson Wealth 19833 Leitersburg Pike, Suite 1, Hagerstown, Maryland, 21742.

Unlock the secrets to smarter financial decisions as Darren Miller from Foundations Insurance and Eric Michalski from our Atlanta office join the Way to Wealth podcast to redefine the role of insurance in wealth management. Say goodbye to the outdated notion that lower premiums equate to better value. Discover how understanding your true insurable interest and exposure can lead to more comprehensive protection strategies that not only safeguard but also enhance your wealth.

Explore the intricate relationship between wealth strategy and property and casualty insurance, where focusing solely on cost can lead to costly mistakes. We discuss the power of teamwork in constructing a robust wealth plan that maximizes insurance coverage. Through personal anecdotes, we reveal how strategic coverage can prevent the pitfalls of underinsurance, turning unexpected claims into opportunities for financial savings. Learn how asking the right questions to your insurance agents can shift your focus from price to protection.

Equip yourself with the tools to master the insurance review process and optimize your coverage. By examining declaration pages and understanding potential exposures, you'll gain the confidence to engage in meaningful discussions with your insurance provider. Overcome the challenges posed by resistant agents and appreciate the process as an essential, cost-free opportunity to enhance your financial security. This episode is your guide to integrating insurance into your wealth management strategy, providing you with peace of mind and a path to financial freedom.

Learn more about our guests:

Darron Miller takes a fresh approach to insurance planning when working with his clients. Instead of focusing solely on minimizing premiums, he works on the bigger picture of maximized insurance. When you nickel and dime on the front end of insurance, it can cause issues later on when you need good coverage. Darron has seen poor insurance coverage affect many people, but he has also seen how comprehensive protection can save a person and their family untold amounts of financial stress.

Owner, Foundations Insurance
139 North Hunters Grove Lane, Suite #307
Lehi, Utah 84043

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Eric Michalski is a Partner and Wealth Advisor based in Atlanta, Georgia, who has been with Carson Wealth Atlanta since 2011. With a B.S. in Finance from Arizona State University and a CERTIFIED FINANCIAL PLANNER® designation from UGA’s Terry College of Business, he has been in the financial services industry since 1999. His career spans roles in trading and relationship management at firms like

Hear Past episodes of the Way2Wealth Podcast!
https://theway2wealth.com

Learn more about our Host, Scott Ford, Managing Director, Partner & Wealth Advisor
https://www.carsonwealth.com/team-members/scott-ford/

Investment advisory services offered through CWM LLC, an SEC-registered investment advisor. Carson Partners, a division of CWM LLC, is a nationwide partnership of advisors. The opinions voiced in the Way to Wealth with Scott Ford are for general information only and are not intended to provide specific advice or recommendations for an individual. Past performance is no guarantee of future results. All indices are unmanaged and may not be invested into directly. Investing involves risk, including possible loss of principal. No strategy assures success or protects against loss. To determine what may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing. Guests on Way to Wealth are not affiliated with CWM, LLC. Legado Family is not affiliated with CWM LLC. Carson Wealth 19833 Leitersburg Pike, Suite 1, Hagerstown, Maryland, 21742.

Our latest podcast episode explores the transformative potential of leadership and the journey toward infinite entrepreneurship with Brandon Allen. We dive into themes of clarity in personal desires, the importance of empowering teams, navigating the complexities of accountability, and overcoming scarcity mindsets to foster an abundant life.

• Importance of clarity in personal desires
• The concept of infinite entrepreneurship and its four pillars
• Navigating the tension between control and team empowerment
• The cyclical nature of accountability in leadership
• Transforming scarcity mindsets into an abundance mentality
• The continuous journey of personal and professional growth
• Resources for further engagement and self-discovery


Learn more about our guest, Brandon Allen:
For 25 years Brandon has worked with leaders to help them organize their work life and transform their relationships by helping them see what they can’t see and do what they didn’t think possible.

He is the founder of New Work Revolution and works with leaders of all kinds to create a path for simple, effective leadership.

When not coaching or training, Brandon, along with my wife and 4 daughters, live in Salt Lake City, Utah. When asked to describe himself, he will tell you that he is “funny, charming, interesting, and handsome,” all of which claims are highly questionable other than the first. Brandon enjoys running, sports, music, hanging out with family, and reading when he is not busy helping others capitalize on their potential.

https://www.newworkrevolution.com
https://www.linkedin.com/in/brandonrallen/
https://www.youtube.com/channel/UC8lBSCEL9XfD0yfKNqK4Nxg
https://www.instagram.com/newworkrevolution/

Hear Past episodes of the Way2Wealth Podcast!
https://theway2wealth.com

Learn more about our Host, Scott Ford, Managing Director, Partner & Wealth Advisor
https://www.carsonwealth.com/team-members/scott-ford/

Investment advisory services offered through CWM LLC, an SEC-registered investment advisor. Carson Partners, a division of CWM LLC, is a nationwide partnership of advisors. The opinions voiced in the Way to Wealth with Scott Ford are for general information only and are not intended to provide specific advice or recommendations for an individual. Past performance is no guarantee of future results. All indices are unmanaged and may not be invested into directly. Investing involves risk, including possible loss of principal. No strategy assures success or protects against loss. To determine what may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing. Guests on Way to Wealth are not affiliated with CWM, LLC. Legado Family is not affiliated with CWM LLC. Carson Wealth 19833 Leitersburg Pike, Suite 1, Hagerstown, Maryland, 21742.

Understanding your investments is key to making confident financial decisions that align with your long-term goals.

This week's episode explores the growth bucket strategy - a systematic approach to managing long-term investments designed to help combat inflation while maintaining focus on your values and objectives. Our team of wealth advisors shares insights on diversification strategies, tax efficiency considerations, and the importance of maintaining perspective during market volatility.

We discuss how proper allocation across different investment vehicles - from traditional stocks and bonds to private equity opportunities - can help create a resilient portfolio aligned with your time horizon. The conversation emphasizes understanding what you own and why you own it, drawing inspiration from successful long-term investors.

This is a great discussion of practical approaches to structuring your growth investments and strategies for maintaining conviction through market cycles.

• Structure investments using the bucket approach: foundation first, then savings, income, and finally growth for 10+ year timeframes
• Consider tax-efficient placement of assets across accounts (HSAs, Roth, taxable) to optimize after-tax returns
• Examine international and emerging market opportunities to diversify beyond U.S. markets
• Evaluate alternative investments like private equity when appropriate for additional portfolio diversification
• Focus on owning quality companies for their future cash flows rather than short-term price movements
• Maintain a consistent investment strategy through market cycles by understanding what you own

Hear Past episodes of the Way2Wealth Podcast!
https://theway2wealth.com

Learn more about our Host, Scott Ford, Managing Director, Partner & Wealth Advisor
https://www.carsonwealth.com/team-members/scott-ford/

Investment advisory services offered through CWM LLC, an SEC-registered investment advisor. Carson Partners, a division of CWM LLC, is a nationwide partnership of advisors. The opinions voiced in the Way to Wealth with Scott Ford are for general information only and are not intended to provide specific advice or recommendations for an individual. Past performance is no guarantee of future results. All indices are unmanaged and may not be invested into directly. Investing involves risk, including possible loss of principal. No strategy assures success or protects against loss. To determine what may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing. Guests on Way to Wealth are not affiliated with CWM, LLC. Legado Family is not affiliated with CWM LLC. Carson Wealth 19833 Leitersburg Pike, Suite 1, Hagerstown, Maryland, 21742.

Smart tax planning starts with understanding your current position and identifying opportunities that match your situation.

In this episode, Scott Ford and team members Jeff Socha - CEO & Founder, Socha Capital Wealth Strategies, Ashley Sowers - Partner, Wealth Advisor, Brian Staples - Wealth Advisor, and John Saunders - Partner, Wealth Advisor, break down tax planning approaches across three asset tiers: $500k-2M, $2M-10M, and $10M+. We explore foundational concepts like qualified plans and itemized deductions while highlighting business-owner-specific strategies.

The discussion reveals how proactive planning early in the year opens up more options compared to reactive December moves. The team shares real examples of coordination between business structure, retirement accounts, and charitable giving that can help create tax efficiency without unnecessary complexity.

The conversation reinforces that effective tax planning isn't about chasing exotic strategies or quick fixes. It's about methodically reviewing options, understanding which ones align with your goals, and implementing them consistently over time. As one team member notes, "Small hinges swing big doors."

Highlights:

• How qualified plans and cash value life insurance work together as complementary planning tools
• The tax implications of the 2025 sunset provisions and what that means for planning windows
• Using tax-advantaged accounts - understanding the differences between tax-deferred, taxable and tax-free options
• Business entity selection impacts - comparing structures like S-Corps, partnerships and C-Corps for tax treatment
• Income shifting strategies for business owners, including legitimate ways to engage family members in business operations
• The value of proactive planning versus reactive December tax moves, including the "Augusta Rule" for business owners

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Jeff Socha is not an affiliate of Cetera Advisor Networks, LLC or CWM, LLC.

Hear Past episodes of the Way2Wealth Podcast!
https://theway2wealth.com

Learn more about our Host, Scott Ford, Managing Director, Partner & Wealth Advisor
https://www.carsonwealth.com/team-members/scott-ford/

Investment advisory services offered through CWM LLC, an SEC-registered investment advisor. Carson Partners, a division of CWM LLC, is a nationwide partnership of advisors. The opinions voiced in the Way to Wealth with Scott Ford are for general information only and are not intended to provide specific advice or recommendations for an individual. Past performance is no guarantee of future results. All indices are unmanaged and may not be invested into directly. Investing involves risk, including possible loss of principal. No strategy assures success or protects against loss. To determine what may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing. Guests on Way to Wealth are not affiliated with CWM, LLC. Legado Family is not affiliated with CWM LLC. Carson Wealth 19833 Leitersburg Pike, Suite 1, Hagerstown, Maryland, 21742.