Neal McGrath, AIF

06/05/2026

💼 Episode 5 of our Business Owner Series is here!

This week, John McGown, Wealth Advisor, shares insights on how business owners can think beyond day-to-day operations and focus on building long-term financial success.

As a business owner, your company is often one of your largest assets. Having a strategy that connects your business goals with your personal financial goals can help you create more opportunities, reduce uncertainty, and prepare for the future.

In this episode, John discusses the importance of thoughtful planning and how business owners can make informed decisions that support both their business and their wealth.

▶️ Watch now to learn how a strong financial strategy can help you protect what you've built and plan for what's next.

06/04/2026

We're excited to see our own John McGown featured in the Lebo Beat's new Lebo Financial Answers column! 🎉

Financial questions can feel overwhelming, but having access to trusted guidance can make all the difference. In this month's column, John shares insights on how to avoid an unexpected tax bill and stay proactive with your financial planning.

Be sure to check out the May issue and submit your own personal finance questions for a chance to be featured in a future edition.

Ask the Advisor

06/03/2026

What an incredible weekend! ⚾❤️
Our very own Nicole and her family participated in the Pirates Charities Family Walk at PNC Park, supporting mental health programming right here in our community.
They even got to meet Pirates legend Steve Blass and top prospect Konnor Griffin! Gabriel's face says it all. 🥹
Proud of Nicole for showing up for such an important cause. Mental health matters — on and off the field. 💛🖤

06/02/2026

"I was looking for a wide range of skills, knowledge, and competencies, and a team that gave me an edge in an ever-changing investment landscape, BUT who also knew my name and was invested in me. "

This client came to us after decades of managing their own investments and after trying other firms. What they found at Carson Wealth was different: a team that knows your name AND knows your goals.

We don't just manage portfolios. We invest in people. 🙌

05/29/2026

Episode 4️⃣ of our Business Owner Series is all about bookkeeping!

Strong bookkeeping helps business owners stay organized, understand cash flow, and make smarter financial decisions. Whether you’re growing your business or preparing for the future, having clean financials is key.

Watch now to learn why bookkeeping matters more than you think. 📊

05/26/2026

First place. Trophies in hand. Smiles for days. 🏆😄
So proud to sponsor the Pirates and watch these kids compete at the Avonworth Tournament this weekend. Gabriel and his teammates gave everything they had — and it paid off.
At Carson Wealth, investing in our community is just as important as investing in your future. Moments like this are why. ⚾❤️

05/22/2026

As a business owner, your legacy is more than just the company you’ve built — it’s the impact, opportunities, and future you create for those around you.

In this video, Nicole French Szakos shares insights on the importance of planning ahead, protecting what you’ve worked hard for, and building a strategy that supports both your business and personal goals.

Whether you’re considering growth, succession planning, or long-term financial stability, having the right plan in place is crucial.

05/20/2026

This is what we love most about what we do. 😄
Great teams don't just work together — they genuinely enjoy it. When the people around the table are laughing, engaged, and fired up about the work, it shows up in everything we do for our clients.
Grateful for this crew every single day. 🙌

05/18/2026

When you work with us, you're working with the best. ⭐
Neal McGrath has been recognized as a 2026 Forbes Best-In-State Wealth Advisor by SHOOK Research — an honor based on years of experience, client service, and a proven track record.
We don't take that responsibility lightly. If you're ready to work with an advisor you can trust, let's talk. 👇

05/15/2026

We're back with Episode 2 of our weekly series — Getting Your Business Ready for Sale.
Here's what most business owners don't realize: the time to prepare for an exit isn't when you're ready to sell. It's years before.
The business owners who get the best outcomes are the ones who are intentional about building transferable value long before a buyer ever enters the picture.
That's exactly what this series is about. New episode every week — follow along and bring a fellow business owner with you.
What's your biggest question about selling your business? Drop it below 👇