Marc Wulf got hooked on investing in a sixth-grade stock market game, grew up going to Berkshire Hathaway meetings in Omaha, and spent 16 years as a NASCAR pit crew fueler. That includes a 2014 championship with Kevin Harvick. Today he's a "financial mechanic" at Castle Wealth Group in Mooresville, where he looks under the hood of people's finances and helps them plan for the retirement they actually want.

Jeff and Marc talk about how high-earning W-2 employees and business owners think about tax strategy, why Roth conversions are coming up so often with retirees, and how AI, the infrastructure build-out, and inflation are shaping 2026. They also get into Lake Norman's melting-pot culture, camper-van retirement dreams, and Marc's plan to restore a square-body Chevy C10 with his kids.

https://www.castlewealth.com/

The Best of LKN
https://thebestoflkn.com/

Hosted by:
Jeff Hamm
https://lknreal.com/

About the host:

Jeff Hamm is the visionary behind The Best of LKN – a media platform that has been spotlighting and promoting the most adored local small businesses and nonprofits in the Lake Norman area since 2020.

Jeff’s also an expert Lake Norman real estate broker who brings deep expertise in premium neighborhoods and strong ties to the region’s top builders, designers, and service providers.

Learn more:

Lake Norman, North Carolina
www.LKNreal.com

Banner Elk, North Carolina
www.BannerElkLiving.com

Jeff Hamm is a North Carolina real estate broker serving two of the state's most sought-after markets: Lake Norman and the greater High Country region. He specializes in luxury and second-home property, from Lake Norman's waterfront and golf communities to High Country communities including The Lodges at Eagles Nest, Elk River Club, Farm at Banner Elk, Diamond Creek, Blue Ridge Mountain Club, and Echota. His focus is buyer representation, where his relationships with each region's top listing brokers, builders, and designers give his clients a measurable edge.

Jeff is also the founder and host of two local media platforms, The Best of LKN and Banner Elk Living. Each includes a podcast and newsletter that spotlights the area's most admired small businesses, nonprofits, and entrepreneurs. He publishes the annual Lake Norman Visitors Guide and Banner Elk Guide, produces regular market reports for both regions, and hosts The Best of Lake Norman Business Network.

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