Stephanie Walters, CEO of Erbe Wealth, reveals how the affluent approach money differently and shares actionable wealth-building strategies that challenge conventional financial wisdom. We uncover the myths that keep most people from building true wealth and explore why cashflow and control are the ultimate financial goals.

• The wealthy utilize money actively rather than just accumulating it
• Most Americans don't realize they're paying 2-3% in hidden 401(k) fees that devastate returns
• Tax diversification is critical with tax-free buckets ideally being your largest asset pool
• Premium-financed life insurance offers tax-free growth with market upside protection
• Wealthy investors prioritize avoiding losses over chasing high returns
• Understanding your unique "Way to Wealth DNA" helps align investments with your values and skills
• The dangerous math of investment losses: a 25% drop requires a 50% gain to recover
• Control comes from investing in things you understand rather than anonymous market funds

Get Stephanie's free book "Shattering Money Myths" at erbewealth.com and learn more about approaching wealth like the affluent do.

About Our Guest
Over years of working with her investors, Stephanie discovered that the very wealthy view and use money differently than the rest of us; they actively have their money working for them -- sometimes at several places at the same time! Stephanie realized these strategies can be used by anyone, not just the rich. Her passion is teaching people to “unlearn” what most of us have been wired to think about money and re-educating people on attaining wealth that can be passed onto the next generation.

Stephanie Walters, CEO of Erbe Wealth
3705 Kipling Street, Suite 203
Wheat Ridge, CO 80033
303-995-0928

LinkedIn: https://www.linkedin.com/in/stephanie-walter-057594196/
Facebook: https://www.facebook.com/erbewealth

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.

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.