Money For Lunch – Movers & Shakers Interview with Dee Carter

Movers & Shakers Interview with Dee Carter

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Dee Carter

Dee Carter wrote his new book with two groups in mind that need guidance in financial and retirement planning—prospective retirees and financial advisors. The book provides valuable insights and direction for both. Explaining that there is much more to financial and retirement planning than numbers on a sheet of paper, the book questions why advisors are still being trained the same way Dee Carter was back in 1976. The world has changed so much since then, and the industry needs to adapt.
“We were taught that a retiree could only draw a small percentage from their principal each year in order to keep that principal from disappearing over time. Now, we know how clients can guard their principal and still receive a very nice retirement by investing for income rather than growth,” says Dee Carter.

In, It’s Now or Never: How to Enjoy Your Life and Not Let Your Investments Own You!, Dee Carter explains that during his 47 years in financial services, he has seen way too many people that are woefully unprepared for retirement. One of the major reasons for this is that investors are hesitant to sit down with a financial advisor and ask for help. The book shares Dee Carter’s life story and experiences to help readers avoid making the same mistakes Dee has seen over the years. The book shares directives at the end of each chapter to help readers find an advisor that is right for them.
With nearly 50 years of experience in the insurance and financial services industry, Dee K. Carter enjoys bringing stability and reliable income to his retirement-planning clients. Mr. Carter has earned several highly sought-after industry designations including the Chartered Life Underwriter, Chartered Financial Consultant, and Registered Financial Consultant designation earned only by financial professionals with outstanding ethical performance.

In 2012, Dee Carter received the Lifetime Achievement Award from the National Association of Insurance and Financial Advisors-Texas, a 5,000-member association for which he was President in 2000-01. Born in Abilene, Texas, Carter played basketball at Abilene Christian University where he earned his B.A. and M.A. in Bible and New Testament. After serving as a youth minister for six years, he discovered his calling in the insurance and financial services industry.

Why did you become an entrepreneur in the first place?

Two groups in mind that need guidance in financial and retirement planning—prospective retirees and financial advisors.

As an entrepreneur, how do you deal with fear or rejection?

Fear has never been a word in my vocabulary. My Dad always taught me that fear was based on a lack of knowledge or a lack of control of a situation. I strive to get as much knowledge as I can about any subject that pops up and then to learn how I can solve it.

What’s the name of your company? What exactly does your company do, how do you help people?

The Carter Financial Group


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