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Listen "Ep 2: The ‘Way’ We Approach Money and Life with Bonnie Bailey, CFP®"
Episode Synopsis
We’re all guilty of looking ahead in life towards goals or destinations, but that often causes us to miss out on what’s happening today. That’s where the ‘Way’ in The Way2Wealth® comes into what we do and how we help our clients. On this episode, we are joined by Bonnie Bailey, CFP®, the VP of Business Development and a Wealth Advisor. She'll tell us about her journey, what’s most important to her in this industry, and how she approaches each day. TIMESTAMPS 1:48 – What got you into the financial industry? 3:50 – Good and bad memories of money 6:30 – Scott’s memories from childhood 8:08 – What does ‘The Way’ in The Way2Wealth® mean? 9:03 – Living now vs worrying about the destination 11:17 – What CFP® board teaches you 13:43 – Workbook we’re creating 15:58 – Life, Liberty, and the Pursuit of Happiness 18:37 – How pursuit was defined 21:03 – Having a routine 22:14 – Final Thoughts Read the full blog and get additional information on The Way2Wealth®: https://www.theway2wealth.com/episodes/ RESOURCES About our guest: https://www.carsonwealth.com/team-members/bonnie-bailey/ More on The Way2Wealth®: https://www.theway2wealth.com/ More About Scott Ford: https://www.carsonwealth.com/team-members/scott-ford/ Subscribe to Our YouTube Channel: https://bit.ly/354Pd2M Subscribe on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-way2wealth/id1607901600 Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. 19833 Leitersburg Pike, Suite 1 Hagerstown, MD 21742. Guests are not affiliated with Cetera Advisors Networks LLC, or CWM, LLC. Opinions expressed by the presenter may not be repreHear Past episodes of the Way2Wealth Podcast!https://theway2wealth.com Learn more about our Host, Scott Ford, Managing Director, Partner & Wealth Advisorhttps://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.
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