Nathan Barton's guest appearances

Nathan Barton

Right on the Money Show

Matthew Gallagher

Larry Lerner

Tommy Mai

Brent Ford

Barry Levie

Robert Trejo

Roy Carlson

Rob Barton

Pat Ginefra

OwlTail

It's easy to get caught up in spending habits that don't truly represent your values. Nathan Barton, www.carlsonfinancialservices.com, stops by to speak with Dennis about his journey as a disciple of Christ and as a financial advisor. Nathan relates the principles of stewardship—understanding that nothing belongs solely to you— in your finances, in addition to the others things we have dominion over in this life. Applying faith principles across the board allows you to live in a way that aligns with your beliefs. Nathan started in financial management at a young age and sees it as his mission to help his clients align their values with their saving and spending.  For more Right on the Money: http://rightonthemoneyshow.comTo learn more about Carlson Financial Services: http://carlsonfinancialservices.com Investment Advisory Services Offered through Institute for Wealth Management, Inc., a SEC Registered Investment Advisor, based in Denver, CO. Insurance products and services are offered through Carlson Financial Services, LLC. Institute for Wealth Management, Inc., and Carlson Financial Services, LLC are affiliated companies.  Carlson Financial Services, LLC., Institute for Wealth Management, Inc., and Roy Carlson is not affiliated with or endorsed by the Social Security Administration or any government agency.  This content is for informational purposes only and should not be used to make any financial decisions.

It's easy to get caught up in spending habits that don't truly represent your values. Nathan Barton, <a href="http://www.carlsonfinancialservices.com" rel="nofollow" target="_blank">www.carlsonfinancialservices.com</a>, stops by to speak with Dennis about his journey as a disciple of Christ and as a financial advisor. Nathan relates the principles of stewardship—understanding that nothing belongs solely to you— in your finances, in addition to the others things we have dominion over in this life. Applying faith principles across the board allows you to live in a way that aligns with your beliefs. Nathan started in financial management at a young age and sees it as his mission to help his clients align their values with their saving and spending.  For more Right on the Money: <a href="http://rightonthemoneyshow.com" rel="nofollow" target="_blank">http://rightonthemoneyshow.com</a>To learn more about Carlson Financial Services: <a href="http://carlsonfinancialservices.com" rel="nofollow" target="_blank">http://carlsonfinancialservices.com</a> Investment Advisory Services Offered through Institute for Wealth Management, Inc., a SEC Registered Investment Advisor, based in Denver, CO. Insurance products and services are offered through Carlson Financial Services, LLC. Institute for Wealth Management, Inc., and Carlson Financial Services, LLC are affiliated companies.  Carlson Financial Services, LLC., Institute for Wealth Management, Inc., and Roy Carlson is not affiliated with or endorsed by the Social Security Administration or any government agency.  This content is for informational purposes only and should not be used to make any financial decisions.

EPISODE #033: Learn Financial Literacy through Stewardship with Nathan Barton

In this segment of Right on the Money, Dennis discusses how financial planning courses and advising can help clients reduce the burden of taxes on retirement income with Nathan Barton. Nathan explains how his firm's series of courses at www.carlsonfinancialservices.com help people of all ages understand how their taxes impact their investing and saving. Financial advisors offer a different perspective than tax professionals in that they offer proactive strategies for the future rather than immediate tax advice.  For more Right on the Money: http://rightonthemoneyshow.comTo learn more about Carlson Financial Services: http://carlsonfinancialservices.com Investment Advisory Services Offered through Institute for Wealth Management, Inc., a SEC Registered Investment Advisor, based in Denver, CO. Insurance products and services are offered through Carlson Financial Services, LLC. Institute for Wealth Management, Inc., and Carlson Financial Services, LLC are affiliated companies.  Carlson Financial Services, LLC., Institute for Wealth Management, Inc., and Roy Carlson is not affiliated with or endorsed by the Social Security Administration or any government agency.  This content is for informational purposes only and should not be used to make any financial decisions.

In this segment of Right on the Money, Dennis discusses how financial planning courses and advising can help clients reduce the burden of taxes on retirement income with Nathan Barton. Nathan explains how his firm's series of courses at <a href="http://www.carlsonfinancialservices.com" rel="nofollow" target="_blank">www.carlsonfinancialservices.com</a> help people of all ages understand how their taxes impact their investing and saving. Financial advisors offer a different perspective than tax professionals in that they offer proactive strategies for the future rather than immediate tax advice.  For more Right on the Money: <a href="http://rightonthemoneyshow.com" rel="nofollow" target="_blank">http://rightonthemoneyshow.com</a>To learn more about Carlson Financial Services: <a href="http://carlsonfinancialservices.com" rel="nofollow" target="_blank">http://carlsonfinancialservices.com</a> Investment Advisory Services Offered through Institute for Wealth Management, Inc., a SEC Registered Investment Advisor, based in Denver, CO. Insurance products and services are offered through Carlson Financial Services, LLC. Institute for Wealth Management, Inc., and Carlson Financial Services, LLC are affiliated companies.  Carlson Financial Services, LLC., Institute for Wealth Management, Inc., and Roy Carlson is not affiliated with or endorsed by the Social Security Administration or any government agency.  This content is for informational purposes only and should not be used to make any financial decisions.