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BetterWealth with Caleb Guilliams

BetterWealth with Caleb Guilliams

611 episodes — Page 3 of 13

Ep 777Chris Whalen: Trump's Tax Cuts & Tariffs Exposed, Inflation Warning, Gold vs Bitcoin

Chris Whalen breaks down Trump’s “Big Beautiful Bill,” rising tensions over tariffs, the growing debate between gold and Bitcoin, and why America’s exploding debt could trigger major consequences. We also explore inflation, reserve currency status, the Fed's future, and what investors should be watching in 2025. Buy Chris' New Book: https://a.co/d/bY08A6d ______________________________________________ Learn More About BetterWealth: https://betterwealth.com ==================== DISCLAIMER: https://bttr.ly/aapolicy*This video is for entertainment purposes only and is not financial or legal advice. Financial Advice Disclaimer: All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

May 28, 202546 min

Ep 776How to Use the Tax Code Like a Millionaire(Trump’s Tax Cuts, IRS Audits, Bitcoin, Write-Offs & More)

Expert Tax Strategist Karlton Dennis  @karltondennis  breaks down advanced write-off strategies, IRS audit protection, Trump’s latest tax updates and potential tax cuts, crypto & bitcoin taxes, depreciation, and more! Karlton also reacts to some of the best and worst tax advise on the internet including responding to Jasmine DiLucci's tough criticism of him. Check out Karlton's channel:  @karltondennis  Want a Free Tax Strategy Review? Book a Call Here: https://betterwealth.com Chapters00:00 Intro00:10 Understanding Tax Preparation vs. Tax Planning03:03 Tax Cuts and Jobs Act06:01 Bonus Depreciation and Its Implications08:17 Evaluating Trump's First 100 Days16:16 Navigating Deductions and Credits18:41 The Importance of Tax Strategy25:36 Difference of Tax Preparation and Tax Planning27:28 Exploring Tax Credits28:50 R&D Tax Credits and Their Benefits35:00 Tax Strategies37:32 Cryptocurrency Taxation Insights40:16 Future of Cryptocurrency43:06 Government Regulation and Cryptocurrency44:06 Reacting to Viral Tax Videos51:07 Basic Tax Strategies for Young Investors56:31 Debate on 401(k) and Tax Deferral Strategies01:00:03 Responding to Jasmine DiLucci's Strong Reaction to KarltonDISCLAIMER: https://bttr.ly/aapolicy*This video is for entertainment purposes only and is not financial or legal advice.Financial Advice Disclaimer: All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

May 27, 20251h 12m

Ep 774Debate: IUL vs Whole Life for Infinite Banking | Chris Kirkpatrick & James Barber

In this epic debate, Chris Kirkpatrick  @LIFE180  and James Barber  @OregonCashFlowPro  go head-to-head to argue the risks, rewards, and realities of using IUL vs whole life for Infinite Banking. They don’t just argue theory — they break down a real IUL policy illustration and analyze the numbers. This is the most detailed and honest conversation on the internet about IUL vs Whole Life.Want Us To Review Your Life Insurance Policy? Click Here: https://bttr.ly/yt-policy-reviewWant To Start Infinite Banking? Go Here: https://bttr.ly/bw-yt-aa-clarity Want FREE Whole Life Insurance Resources & Education? Go Here: https://bttr.ly/yt-bw-vault00:00 Intro02:46 Understanding Policy Design and Performance06:08 The Role of Market Conditions in Policy Success09:00 The Misrepresentation of IULs12:03 Aligning Financial Products with Values15:11 The Importance of Proper Policy Design18:04 The Future of IULs and Whole Life Policies20:57 Navigating the Life Insurance Landscape38:11 Understanding Cap Rates and Product Variability39:50 The Impact of Policy Timing on Returns42:07 Mortality Rates and Dividend Adjustments44:34 Whole Life vs. IUL: A Comparative Analysis52:08 Investment Philosophy: IUL as a De-risking Tool54:31 Bond Alternatives and Market Exposure01:01:56 Understanding Borrowing Costs in Life Insurance Policies01:04:35 The Role of Whole Life and IUL in Financial Strategy01:06:52 Income Projections and the Risks of Life Insurance Products01:09:03 Debating IUL vs Whole Life: Key Arguments and Counterarguments01:12:50 Regulatory Changes and Their Impact on Life Insurance Products01:16:00 Philosophical Perspectives on Life Insurance as an Investment01:20:54 Final Thoughts on IUL and Whole Life StrategiesDISCLAIMER: https://bttr.ly/aapolicy*This video is for entertainment purposes only and is not financial or legal advice.Financial Advice Disclaimer: All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

May 23, 20251h 31m

Ep 773How To ACTUALLY Retire Rich (Tax-Free Income, 401Ks, Investing, & More) | James Conole

Retirement Expert James Conole  @RootFP  breaks down how to retire wealthy with smart strategies around tax-free income, 401(k)s, Roth conversions, investment risk, Social Security, and the psychology of spending in retirement. Plus, we debate whole life insurance vs. bond alternatives, explore annuities, reverse mortgages, and the surprising ways legacy and lifestyle planning shape long-term wealth.Check out James Conole's Channel:  @RootFP  Want FREE Whole Life Insurance Resources & Education? Go Here: https://bttr.ly/yt-bw-vault00:00 Intro02:36 The Importance of Financial Planning04:47 Framework for Retirement Planning12:44 Understanding Cash Flow and Inflation17:44 Investment Strategies and Risk Management21:27 Typical Withdrawal Rate For 5 Years32:34 Understanding Root Reserves36:21 Risk Tolerance vs. Risk Capacity39:20 James Conole's Liquid Investments44:48 Exploring Annuities and Their Benefits48:52 Tax Advantages52:49 Retirement As an Income Strategy57:31 Navigating Reverse Mortgages01:01:44 Cashflow in Financial Planning01:04:10 Gold and Precious Metals01:07:25 Debt Management and Financial Strategies01:08:25 Tax Planning for Retirement01:21:11 Business Or Invesments01:27:00 Finding Purpose and Intentional Living______________________________________________ Learn More About BetterWealth: https://betterwealth.com====================DISCLAIMER: https://bttr.ly/aapolicy*This video is for entertainment purposes only and is not financial or legal advice.Financial Advice Disclaimer: All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

May 20, 20251h 31m

Ep 772Why He Walked Away from IUL… and Chose Whole Life Insurance

Want Us To Review Your Life Insurance Policy? Click Here: https://bttr.ly/yt-policy-review  Want Whole Life Insurance? Schedule a Call Here: https://bttr.ly/aa-yt-clarity   Learn More About the And Asset: https://bttr.ly/andasset  DISCLAIMER: https://bttr.ly/aapolicy*This video is for entertainment purposes only and is not financial or legal advice. Financial Advice Disclaimer: All content on this channel is for education, discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

May 17, 202520 min

Ep 771Every Life Insurance Agent Argues About This… Does it Actually Matter?

Every life insurance agent has an opinion on direct vs non-direct recognition — but does it really matter? In this video, we break down how dividend recognition works, compare major carriers, explore loan interest rate impacts, and zoom out to reveal what truly matters in your policy. Whether you're deep into infinite banking or just curious, this will help you see the full picture.  Want Us To Review Your Life Insurance Policy? Click Here: https://bttr.ly/yt-policy-review  Learn More About the And Asset: https://bttr.ly/andasset  00:00 Understanding Direct vs Non-Direct Recognition03:08 The Mechanics of Dividend Recognition05:47 Comparing Direct and Non-Direct Recognition Carriers09:02 Evaluating the Impact of Loan Interest Rates11:48 The Bigger Picture: Life Insurance Purpose14:48 Final Thoughts on Policy Loans DISCLAIMER: https://bttr.ly/aapolicy*This video is for entertainment purposes only and is not financial or legal advice. Financial Advice Disclaimer: All content on this channel is for education, discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

May 14, 202516 min

Ep 770Trump Just Changed How You’ll Pay Taxes Forever | with Karlton Dennis

Trump’s new tax strategy is turning heads — and it could completely change how smart entrepreneurs and investors handle taxes moving forward. Karlton Dennis breaking down the biggest tax shifts coming under Trump’s 2025 plan. Subscribe to the BetterWealth Youtube Channel so you don't miss the full interview when it drops here: https://youtu.be/iPyJquI92ME  ______________________________________________ Learn More About BetterWealth: https://betterwealth.com ==================== DISCLAIMER: https://bttr.ly/aapolicy*This video is for entertainment purposes only and is not financial or legal advice. Financial Advice Disclaimer: All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

May 9, 202512 min

Ep 769Hardcore Dave Ramsey Coach Confronts Me on Credit Cards & Mortgages | FINANCIAL DEBATE

Debating a passionate Dave Ramsey coach on three major financial topics: debt, credit cards, and 15 vs 30 year mortgages.  Watch More Financial Debates: https://www.youtube.com/playlist?list=PLSXbgsLBVKmFerNYLHAcDf3aj23Xx3U1V  Connect with Caleb Bale's Channel: @CalebBaleFinance  ______________________________________________ Learn More About BetterWealth: https://betterwealth.com ==================== DISCLAIMER: https://bttr.ly/aapolicy*This video is for entertainment purposes only and is not financial or legal advice. Financial Advice Disclaimer: All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

May 6, 20251h 31m

Ep 768I Tried Every Side Hustle Possible So You Don't Have To | Charlie Chang's Wealth Playbook

Charlie Chang @CharlieChang shares the real and wildly successfull journey that led him to 7 figures+ and financial freedom. He breaks down his wealth playbook—from his most profitable side hustles and top investing principles to the overlooked power of AI and virtual assistants in scaling a modern business.What You'll Learn in Today's Podcast: 00:00 The Journey of an Entrepreneur02:55 Exploring Side Hustles and Income Streams05:50 The Power of AI in Business09:23 Leveraging Virtual Assistants for Efficiency11:47 Investing Strategies and Wealth Growth17:46 Navigating Taxes and Financial Strategies23:29 Staying in Your Lane: The Power of Focus25:41 Investing in Yourself: The Right Approach26:55 Money Mistakes: Learning from Experience31:39 Health and Wealth: The Importance of Balance33:26 Learning and Growth: The Role of Continuous Education36:39 Starting Over: Building a Business from Scratch39:08 Scaling Your Business: Strategies for Growth44:04 Final Thoughts: Inspiration and Future GoalsConnect with Charlie Chang:https://www.youtube.com/@CharlieChang https://www.instagram.com/charlie__chang______________________________________________ Learn More About BetterWealth: https://betterwealth.com====================DISCLAIMER: https://bttr.ly/aapolicy*This video is for entertainment purposes only and is not financial or legal advice.Financial Advice Disclaimer: All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

Apr 29, 202546 min

Ep 767The Billionaire Behind Trump's Bitcoin Masterplan | with Mark Moss

Listen To The Full Interview with Mark Moss: https://youtu.be/hgPPpbjQ7P4 A secret billionaire is helping shape one of the most ambitious Bitcoin plays we've seen from a U.S. administration.Is this the beginning of a new financial era?What does it mean for the dollar… and for your wealth? The man behind it all?Howard Lutnick. ______________________________________________ Learn More About BetterWealth: https://betterwealth.com ==================== DISCLAIMER: https://bttr.ly/aapolicy*This video is for entertainment purposes only and is not financial or legal advice. Financial Advice Disclaimer: All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

Apr 23, 20259 min

Ep 766Why Dave Ramsey's Debt Advice is Keeping You Poor | Ryan Pineda

Ryan Pineda  @RyanPineda  has been referred to as the "real estate expert of YouTube" by Graham Stephan. In this interview, Ryan walks through the frameworks and processes he's used to scale his businesses with debt in contrast to Dave Ramsey's. Connect with Ryan Pineda: @RyanPineda  Instagram: https://www.instagram.com/ryanpineda ______________________________________________ Learn More About BetterWealth: https://betterwealth.com0:00 - 1:42 - Intro1:42 - 4:39 – Losing Everything in 2008 Shaped Me4:39 - 6:03– How I Landed an Interview with Dave Ramsey6:03 - 8:53 – Ramsey’s Debt-Free Strategy vs. Entrepreneurial Debt8:53 - 10:29 – What Are Your Financial First Principles?10:29 - 13:11 – The Real First Investment: You13:11 - 16:31 - – Business Scaling 101: People Are the Key16:31- 23:51 – The 5-Step Framework to Build Any Business23:57 - 24:35 – Why Most Businesses Plateau at $1M24:36 - 30:00 – Funnels, Brand, and Scaling with Paid Ads30: 02 - 31:47 – Business Models That Actually Scale31:47 - 33:27 – Investing in People and Building Culture33:27 - 37:44 – My Personal Investment Strategy37:44 - 39:13 – My Love-Hate Relationship with Crypto39:13 - 46:05 – The $30M Exit Plan & Passive Income Blueprint46:05 - 48:05 – Can a W-2 Employee Really Build Wealth?48:05 - 50:05 – Where Real Estate is Headed (2025–2027)50:05 - 52:40 – Redefining Risk: What You Really Have to Lose52:40 - 54:36 – The Problem with Passive Income & Kiyosaki54:36 - 57: 40 – If This Were My Last Day on Earth…====================DISCLAIMER: https://bttr.ly/aapolicy*This video is for entertainment purposes only and is not financial or legal advice.Financial Advice Disclaimer: All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

Apr 16, 202558 min

Ep 765Bitcoin Will Hit $1 Million by 2030 | Mark Moss’ Urgent Message to Investors

In this Bitcoin masterclass, Mark Moss explains how to build and protect wealth using Bitcoin, the implications of Trump’s Bitcoin reserve, and the economic factors that could drive Bitcoin to $1 million by 2030. Learn why Bitcoin is becoming a critical asset in today’s shifting financial landscape. Mark Moss' Roadmap to Profiting from Bitcoin, AI, robotics, Energy, and Quantum computing in 2025 - https://bit.ly/MarkMossWealth2025 Learn More About BetterWealth: https://betterwealth.com Want FREE Whole Life Insurance Resources & Education? Go Here: https://bttr.ly/yt-bw-vault  ==================== DISCLAIMER: https://bttr.ly/aapolicy*This video is for entertainment purposes only and is not financial or legal advice. Financial Advice Disclaimer: All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

Apr 10, 202546 min

Ep 764Inside the Life Insurance Strategies of Billionaires | Premium Finance, PPLI, POLI Explained

In this masterclass, David Valcourt— who advises clients averaging $300M in net worth — reveals the secret strategies behind premium finance, private placement life insurance (PPLI), and partner-owned life insurance (POLI).Speak with an Expert on Premium Financing, PPLI, or POLI: https://bttr.ly/David-Valcourt0:00 Intro1:20 Background and Story3:23 Understanding Financial Planning and Its Impact6:23 High Turnover in Finance: Why It Happens7:57 Premium Finance11:36 How Much Minimum Networth Needed Before Getting Into Premium Finance?16:28 Premium Financing: The Pros & Cons23:26 Why The Regulators Step In?26:44 Is It Possible With PPLI To Have Higher Early Cash Value?30:45 Potential Downfall of PPLI34:36 Final ThoughtsWant Whole Life Insurance? Click Here To Meet Our Team: https://bttr.ly/aa-yt-clarity Want Free Life Insurance Education & Resources? Unlock the Vault: https://bttr.ly/yt-aa-vault ======================DISCLAIMER: https://bttr.ly/aapolicy*This video is for entertainment purposes only and is not financial or legal advice.Financial Advice Disclaimer: All content on this channel is for education, discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

Apr 4, 202537 min

Ep 763I Interviewed 45 Billionaires... Here's How They ACTUALLY Get Wealthy | Richard C. Wilson

After interviewing 45 billionaires and reading over 120 books they've written, Richard Wilson shares the real reason ultra-wealthy people succeed. It's not just strategy — it's mindset. In this episode, we uncover how billionaires think, invest, protect their health, and raise their families. This isn't theory — it's a practical look at how you can apply the billionaire blueprint to your own life.Connect with Richard: Resources - [email protected] https://familyoffices.com/ We're compiling a sheet of the best alternative investments that have been talked about on our channel over the last 7 years. If you want access to this when it's released, sign up here - https://betterwealth.com/altassetlist Want a Life Insurance Policy? Go Here: https://bttr.ly/bw-yt-aa-clarity Want FREE Whole Life Insurance Resources & Education? Go Here: https://bttr.ly/yt-bw-vault______________________________________________ ✉️ Email BetterWealth: https://bttr.ly/infoWEBSITE: https://betterwealth.com====================DISCLAIMER: https://bttr.ly/aapolicy*This video is for entertainment purposes only and is not financial or legal advice.Financial Advice Disclaimer: All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

Apr 2, 202549 min

Ep 762Life Insurance Agents React to Bad Infinite Banking Takes | with Mr.Brrrr

Reacting to bad takes on infinite banking and life insurance with Devin Burr Aka, Mr.Brrrr. Buy Your Ticket for The Life Insurance Summit: https://betterwealth.com/summit Want FREE Whole Life Insurance Education? Go Here: https://bttr.ly/yt-bw-vaultWant a Life Insurance Policy? Go Here: https://bttr.ly/bw-yt-aa-clarity Connect with Mr. BRRRR: https://www.youtube.com/@Mr_brrrr https://www.instagram.com/mr_brrrr0:00 Intro0:12 Prediction on Talking Points0:24 Investing vs IBC4:51 It’s a Product not the Concept8:08 Why Infinite Banking Is A Scam11:57 Debunking Criticisms17:18 Dave Ramsey's View on Infinite Banking22:30 Life Insurance Is Not An Investment23:21 Efficiency is the Key Principle __________________________________________WEBSITE: https://betterwealth.com====================DISCLAIMER: https://bttr.ly/aapolicy*This video is for entertainment purposes only and is not financial or legal advice.Financial Advice Disclaimer: All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

Mar 22, 202531 min

Ep 761Why I Ignored Whole Life Insurance for Years (And What Changed My Mind)

For years, Kyle ignored whole life insurance, thinking it wasn’t a smart financial move—until he had kids. In this testimony, he shares why he chose to buy life insurance for his children first, how it changed his perspective, and why he now sees it as a powerful tool for building generational wealth.Want Free Life Insurance Education & Resources? Unlock the Vault: https://bttr.ly/yt-aa-vault Want Whole Life Insurance? Click Here: https://bttr.ly/aa-yt-clarity Learn More about the And Asset:Website: https://bttr.ly/andasset00:00 Kyle's Journey with Life Insurance06:34 Understanding Whole Life Insurance and Its Benefits11:57 Multi-Generational Financial Planning16:29 The Role of Whole Life Policies in Emergency Funds22:15 Estate Planning and Family Legacy29:23 Future Considerations in Financial Planning======================DISCLAIMER: https://bttr.ly/aapolicy*This video is for entertainment purposes only and is not financial or legal advice.Financial Advice Disclaimer: All content on this channel is for education, discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

Mar 21, 202531 min

Ep 760Billionaire Playbook: How The Top 1% Invest Their Money | With Justin Donald

Justin Donald reveals the playbook investment strategies by the ultra-wealthy, highlighting their focus on alternative assets like private equity, private credit, and unique real estate ideas rather than traditional stock market investments.Sign Up For The Alternative Investment Sheet: https://betterwealth.com/altassetlistConnect with Justin Donald: YouTube - https://www.youtube.com/@thelifestyleinvestor Free ($500 Value) Consultation: https://lifestyleinvestor.com/consultation00:00 The Wealthy and Alternative Investments09:10 Masterclass on Alternative Investing12:29 The Role of Family Offices18:37 Private Credit24:53 The Real Estate Landscape: Opportunities and Risks28:18 Creating a Resource for Alternative Assets30:10 Vetting Deals: Key Principles for Success35:28 Future Real Estate Trends and Opportunities41:40 Exploring the Landscape of Private Equity and Venture Capital43:24 Strategies for Successful Investing in Private Equity45:41 The Role of Precious Metals and Cryptocurrency in Investment47:03 Investing in Oil and Gas: Risks and Rewards48:36 The Importance of Tax Strategy in Wealth Building49:56 Life Insurance as a Financial ToolDISCLAIMER: https://bttr.ly/aapolicy*This video is for entertainment purposes only and is not financial or legal advice.Financial Advice Disclaimer: All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

Mar 18, 202553 min

Ep 759How to Guarantee You’ll NEVER Run Out of Money in Retirement | Tom Hegna

Tom Hegna breaks down the math, risks, and misconceptions of retirement planning, sharing proven strategies to ensure you have enough income for life, no matter how long you live.0:00 Intro0:39 What Is Your Initial Retirement State of the Union3:03 Challenges You See with the Number of People Retiring5:43 What Are Your Thoughts on Ending Taxes on Social Security?10:53 What Are Your Regrets?11:33 Three Lessons15:24 Thoughts on Alternative Investments19:47 Asset Allocation as an Entrepreneur22:45 To Make More Money, You Have To Provide More Value23:34 Estate Planning25:27 Reverse Mortgages: The Good The Bad and The Ugly28:56 Why Life Insurance and Annuities A Great Asset35:29 Life Insurance or Annuities?40:10 Emergency FundsWant FREE Whole Life Insurance Resources & Education? Unlock The Vault Here: https://bttr.ly/yt-bw-vaultWant a Life Insurance Policy? Go Here: https://bttr.ly/bw-yt-aa-clarity Learn More About Tom Hegna: https://tomhegna.com/about-tom-hegna Check Out Tom's Books: https://tomhegna.com/shop/______________________________________________ ✉️ Email BetterWealth: https://bttr.ly/infoWEBSITE: https://betterwealth.com====================DISCLAIMER: https://bttr.ly/aapolicy*This video is for entertainment purposes only and is not financial or legal advice.Financial Advice Disclaimer: All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

Mar 15, 202547 min

Ep 758Should Taxes Go Up or Down? Two Experts Debate U.S. Economic Policy | Tom Wheelwright vs Dean Baker

In this debate, progressive economist Dean Baker and tax expert Tom Wheelwright go head-to-head on whether taxing the wealthy is the key to economic stability or a threat to growth. They discuss tax loopholes, corporate rates, and the long-term impact of tax policy on businesses and individuals.Want to Watch More Financial Debates? Click Here: https://www.youtube.com/playlist?list=PLSXbgsLBVKmFerNYLHAcDf3aj23Xx3U1V Connect with BetterWealth: ✉️ Email BetterWealth: https://bttr.ly/infoWEBSITE: https://betterwealth.comLearn More About Our Guests: Tom Wheelwright: https://tomwheelwright.com/ Dean Baker: https://cepr.net/people/dean-baker/

Mar 11, 202539 min

Ep 757Father of The 401k: This New Retirement Plan Will Make the 401(k) Obsolete

Ted Benna, the creator of the 401(k), reveals why the traditional retirement plan is failing millions of Americans and introduces a new, employer-funded alternative designed to be more accessible, flexible, and beneficial for middle and lower-income workers. Joined by Kyle Bagley, co-founder of the Radish Plan, they break down how this innovative system could revolutionize employee compensation, retention, and financial security.Learn More About The Radish Plan: https://www.radishplan.com/Connect with BetterWealth:Email BetterWealth: https://bttr.ly/infoWEBSITE: https://betterwealth.comDISCLAIMER: https://bttr.ly/aapolicy*This video is for entertainment purposes only and is not financial or legal advice.Financial Advice Disclaimer: All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.Affiliate Disclosure: Some of the links on this channel and in video descriptions are affiliate links. At no additional cost to you, we receive a commission if a purchase is made after clicking the link.

Mar 6, 202547 min

Ep 756Paying Off House Early Vs 30-Year Mortgage | Debating Retirement Expert Daniel Rondberg

Caleb debates retirement expert Daniel Rondberg on paying off your house early vs 30-year-mortgage. They also discuss velocity banking, risk management, and different investment strategies.Want to Work with BetterWealth? Click Here: https://betterwealth.com/#book-call Connect with Daniel Rondberg: YouTube - @DanielRondberg Website - https://www.nationsfirstfin.com/Book a call - https://nationsfirstfinsurvey.com/qualifier ====================DISCLAIMER: https://bttr.ly/aapolicy*This video is for entertainment purposes only and is not financial or legal advice.Financial Advice Disclaimer: All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

Mar 3, 202543 min

Ep 755Why You Shouldn't Retire Early (even if you can) | with Daniel Rondberg

Watch Part 2 | Paying Off House Early Vs 30-Year Mortgage - https://youtu.be/J6uvN6wsxE4Want to Become More Efficient with Your Money in Retirement? Click Here: https://betterwealth.comConnect with Daniel Rondberg: YouTube - @DanielRondberg Website - https://www.nationsfirstfin.com/Book a call - https://nationsfirstfinsurvey.com/qualifier 0:00 Intro2:00 Video 1: The Money Guys Show - Advice for Retiring Early2:59 The Problem with The FIRE Movement4:35 Volatility Buffer 6:15 Video 2: George Kamel - Retiring at Age 50 with Investing9:29 Video 3: How To Retire Very Early & Replace Your Full-Time Salary13:23 Video 4: Retire In 10 Years 14:22 Does the 4% Rule Work? 15:28 Video 5: Using the 4% Rule 16:30 The Problem with Standard Retirement Rules17:25 Paying Off House Early | HELOCS====================DISCLAIMER: https://bttr.ly/aapolicy*This video is for entertainment purposes only and is not financial or legal advice.Financial Advice Disclaimer: All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

Feb 27, 202522 min

Ep 754How To Get $200,000 in Business Credit at 0% Interest (Even With No Business History) | Jack McColl

Learn from credit card stacking expert, Jack McColl, how to get up to $200,000 in business credit at 0% interest (even with no business history).Connect with Jack: Free Resources - https://beacons.ai/credit.stacking Instagram: https://www.instagram.com/jackmccoll YouTube: https://www.youtube.com/@jackmccoll Connect with BetterWealth:Email BetterWealth: https://bttr.ly/infoWEBSITE: https://betterwealth.com====================DISCLAIMER: https://bttr.ly/aapolicy*This video is for entertainment purposes only and is not financial or legal advice.Financial Advice Disclaimer: All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

Feb 25, 202556 min

Ep 753How Millionaires Become Billionaires | Wealth Management Strategies for the Ultra-Rich | with Jim Dew

Want a Life Insurance Policy? Go Here: https://bttr.ly/bw-yt-aa-clarity Want FREE Whole Life Insurance Resources & Education? Go Here: https://bttr.ly/yt-bw-vault Connect with Jim Dew: https://www.dewwealth.com/______________________________________________ ✉️ Email BetterWealth: https://bttr.ly/infoWEBSITE: https://betterwealth.com====================DISCLAIMER: https://bttr.ly/aapolicy*This video is for entertainment purposes only and is not financial or legal advice.Financial Advice Disclaimer: All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

Feb 20, 202551 min

Ep 752DEBATE: Will Trump's Tariffs HURT America? Phil Magness Vs Marc Fasteau & Ian Fletcher

In this 2v1 tariff debate, historical economist Phil Magness, faces off against tariff experts, Ian Fletcher & Marc Fasteau in the first ever tariff debate on YouTube! Learn More About BetterWealth: https://betterwealth.comBuy Ian & Marc's New Book: https://industrialpolicy.us Check Out Phil's Writings: https://philmagness.com/0:00 - Intro 2:12 - Phil’s Opening Statement (Anti-Tariff) 9:02 - Are Tariffs a Tax on The Consumer?10:06 - Ian’s Opening Statement (Po-Tariff) 17:56 - Marc’s Opening Statement (Pro-Tariff)21:24 - Q&A with Open Dialogue ====================DISCLAIMER: https://bttr.ly/aapolicy*This video is for entertainment purposes only and is not financial or legal advice.Financial Advice Disclaimer: All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

Feb 17, 20251h 14m

Ep 751PhD vs. Retirement Expert | IUL or Whole Life for Retirement? | David McKnight & Tom Wall

David McKnight @DavidMcKnight the bestselling author of, The Power of Zero & Tom Wall, PhD in retirement income and the author of, Permission to Spend dialogue on indexed universal life (IUL) vs whole life insurance in retirement. Which is the right option for you and why do these two giants in the retirement industry prefer one product over the other.Sign Up for the Whole Life Insurance Summit: https://thewholelifesummit.com/Want FREE Whole Life Insurance Resources & Education? Go Here: https://bttr.ly/yt-bw-vaultWant a Life Insurance Policy? Go Here: https://bttr.ly/bw-yt-aa-clarity ______________________________________________ ✉️ Email BetterWealth: https://bttr.ly/infoWEBSITE: https://betterwealth.com====================DISCLAIMER: https://bttr.ly/aapolicy*This video is for entertainment purposes only and is not financial or legal advice.Financial Advice Disclaimer: All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

Feb 10, 20251h 14m

Ep 750"Trump Is a Mob Boss" CPA Decodes Trump's Economic Agenda - Tariffs, Doge, Tax Changes, & Crypto

CPA & Wealth Expert, Tom Wheelwright delves into President Trump's economic agenda, tax changes, and analyzing the implications of new tariffs on Canada, Mexico, and China, as well as what we should expect from cryptocurrency over the next 4 years. He provides expert commentary on how these policies may affect both the national economy and individual financial strategies. Check out Tom's Youtube: @TomWheelwrightCPA Buy Tom's Book: https://a.co/d/24riaht ______________________________________________ ✉️ Email BetterWealth: https://bttr.ly/infoWEBSITE: https://betterwealth.com====================DISCLAIMER: https://bttr.ly/aapolicy*This video is for entertainment purposes only and is not financial or legal advice.Financial Advice Disclaimer: All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

Feb 6, 202557 min

Ep 748What Finance Influencers Get Wrong (and Right) About Life Insurance

Watch the Video Here: https://youtu.be/VMUao8lPaDgWant a Life Insurance Policy? Go Here: https://bttr.ly/bw-yt-aa-clarity Want FREE Whole Life Insurance Education? Go Here: https://bttr.ly/yt-bw-vault______________________________________________ ✉️ Email BetterWealth: https://bttr.ly/infoWEBSITE: https://betterwealth.com====================DISCLAIMER: https://bttr.ly/aapolicy*This video is for entertainment purposes only and is not financial or legal advice.Financial Advice Disclaimer: All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

Feb 3, 202536 min

Ep 749AI's Top 10 Whole Life Insurance Objections Answered by Pros

Want Free Life Insurance Education & Resources? Click Here: https://bttr.ly/yt-aa-vault Want Life Insurance? Click Here: https://bttr.ly/aa-yt-clarity Learn More about the And Asset:Website: https://bttr.ly/andassetEmail the And Asset Team: https://bttr.ly/info======================DISCLAIMER: https://bttr.ly/aapolicy*This video is for entertainment purposes only and is not financial or legal advice.Financial Advice Disclaimer: All content on this channel is for education, discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

Feb 1, 202524 min

Ep 747Spouse Skeptical about Infinite Banking? | Listen To This Podcast...

Watch the presentation: Click Here: https://youtu.be/xKv9oyp4J3gIs your spouse on the fence or confused about infinite banking or whole life insurance? Show them this quick and simple video that goes through all of the major reasons why this can be a powerful asset for your family and why it's not as confusing as it sounds.Want Life Insurance? Click Here: https://bttr.ly/aa-yt-clarity Want Free Life Insurance Education & Resources? Click Here: https://bttr.ly/yt-aa-vault Learn More about the And Asset:Website: https://bttr.ly/andassetEmail the And Asset Team: https://bttr.ly/info======================DISCLAIMER: https://bttr.ly/aapolicy*This video is for entertainment purposes only and is not financial or legal advice.Financial Advice Disclaimer: All content on this channel is for education, discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

Jan 31, 202519 min

Ep 746Ryan Pineda Questions Dave Ramsey on "Business Debt"

WATCH THE ORIGINAL VIDEO: https://youtu.be/_TeA0tyLU6g?si=SWXsOk6bjlbPMIuD Caleb and the betterWealth coaches react to Ryan Pineda and Dave Ramsey dialogue about debt and if it’s ever a good idea.CONNECT WITH BETTERWEALTH:WEBSITE: https://betterwealth.comEmail BetterWealth: https://bttr.ly/info______________________________________________ DISCLAIMER: https://bttr.ly/aapolicy*This video is for entertainment purposes only and is not financial or legal advice.Financial Advice Disclaimer: All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

Jan 29, 202522 min

Ep 745I Debated ChatGPT On Permanent Life Insurance (It Was Embarrassing)

Trying to win an argument against an AI Chatbot about why permanent life insurance is a good financial tool.Want a Life Insurance Policy? Go Here: https://bttr.ly/bw-yt-aa-clarity Want FREE Permanent Life Insurance Education? Go Here: https://bttr.ly/yt-bw-vault______________________________________________ ✉️ Email BetterWealth: https://bttr.ly/infoWEBSITE: https://betterwealth.com====================DISCLAIMER: https://bttr.ly/aapolicy*This video is for entertainment purposes only and is not financial or legal advice.Financial Advice Disclaimer: All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

Jan 27, 202526 min

Ep 743Storing Life Insurance in a Trust | Multi-Generational WEALTH STRATEGY

Speak with BetterWealth’s Advanced Planning Team: https://bttr.ly/robin_glenWatch the last episode on Estate Planning - https://youtu.be/pKzut0qmAmICheck out the Robin Glen podcast, Planning Reimagined -https://www.robinglen.com/podcastLearn More about the And Asset:Website: https://bttr.ly/andassetEmail the And Asset Team: https://bttr.ly/info======================DISCLAIMER: https://bttr.ly/aapolicy*This video is for entertainment purposes only and is not financial or legal advice.Financial Advice Disclaimer: All content on this channel is for education, discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

Jan 14, 202531 min

Ep 744Why Front-Loaded Whole Life Insurance Could Be a Mistake (Do This Instead)

Want a Life Insurance Policy? Go Here: https://bttr.ly/bw-yt-aa-clarity Want FREE Whole Life Insurance Education? Go Here: https://bttr.ly/yt-bw-vaultSubscribe to the And Asset Channel for more Life Insurance Content: https://www.youtube.com/@AndAsset ______________________________________________ ✉️ Email BetterWealth: https://bttr.ly/infoWEBSITE: https://betterwealth.com====================DISCLAIMER: https://bttr.ly/aapolicy*This video is for entertainment purposes only and is not financial or legal advice.Financial Advice Disclaimer: All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

Jan 13, 202522 min

Ep 742Are You Too Old For Life Insurance?

Want Life Insurance? Click Here: https://bttr.ly/aa-yt-clarity Want Free Life Insurance Education & Resources? Click Here: https://bttr.ly/yt-aa-vault What age is too old for life insurance? Particularly, whole life insurance or the concept of infinite banking? Caleb Guilliams and Justin Gartman walk through multiple different life insurance policies at different ages from young to old.Learn More about the And Asset:Website: https://bttr.ly/andassetEmail the And Asset Team: https://bttr.ly/info======================DISCLAIMER: https://bttr.ly/aapolicy*This video is for entertainment purposes only and is not financial or legal advice.Financial Advice Disclaimer: All content on this channel is for education, discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

Jan 8, 202521 min

Ep 741Do Millionaires Think The Same About Trumps Tariffs, Bitcoin, & AI?| Agree or Disagree

Caleb & Garrett Gunderson @GarrettGundersonTV tackle the most controversial finance topics from Trump's Tariffs, Bitcoin Reserve, AI Economy, and dozens of other popular financial topics.If you're a financial expert, successful entrepreneur, or influencer that has strong finance opinions and you want to be on the show, email our producer at: [email protected] Want to connect with Caleb and the BetterWealth team?Email BetterWealth: https://bttr.ly/infoWEBSITE: https://betterwealth.com====================DISCLAIMER: https://bttr.ly/aapolicy*This video is for entertainment purposes only and is not financial or legal advice.Financial Advice Disclaimer: All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

Jan 6, 202536 min

Ep 740How Much Money Do You Need To Start Infinite Banking? Minimum Policy Cost EXPLAINED

Want Life Insurance? Click Here: https://bttr.ly/aa-yt-clarity Want Free Life Insurance Education & Resources? Click Here: https://bttr.ly/yt-aa-vault Have you ever wondered what the minimum amount of money is fund a whole life insurance policy for infinite banking? In this video, Caleb Guilliams and Austin Williams show how much it takes to start and what a policy would like like at the minimum cost.Learn More about the And Asset:Website: https://bttr.ly/andassetEmail the And Asset Team: https://bttr.ly/info======================DISCLAIMER: https://bttr.ly/aapolicy*This video is for entertainment purposes only and is not financial or legal advice.Financial Advice Disclaimer: All content on this channel is for education, discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

Jan 3, 202526 min

Ep 738How To Get Luxury Hotels & Flights For Free Using These Credit Card Hacks | Eli Facenda

Our Favorite Credit Cards: Chase Business Ink: https://bit.ly/ChaseBusincChase Sapphire: https://bit.ly/ChaseSapph Amex Business Platinum: https://bit.ly/3DEArAW Amex Gold: https://bit.ly/3Ph8lOJConnect with Eli: Instagram - https://www.instagram.com/elitravelguy/ Want to work with Eli's Team? https://www.freedomtravelsystems.com/ Eli Facenda, better known as Eli the Travel Guy, is a world-class travel hacker and entrepreneur who helps business owners maximize luxury travel using credit card points and loyalty programs. In this podcast, Eli walks through the three steps to maximizing your credit card benefits and points. He shares the best credit card points strategies that he's used to book $30k presidential suits for only $400, and regularly travels first class for little to no money. Overview - 0:12Who is Eli Facenda - 3:46The 3-Step Formula - 7:08The right kind of Cards & Points - 10:06Greatest Tax Loophole & Benefits - 16:27How Many Credit Cards Should You Have? Credit Score- 22:37How to Build Credit Score - 26:39How to Maximize Points (The best Strategies)- 28:42How to Optimize & Upgrade Travel - 43:42Are Debit Cards Even Worth it? - 51:55Avoid these Bad Practices - 53:08______________________________________________ ✉️ Email BetterWealth: https://bttr.ly/infoWEBSITE: https://betterwealth.com====================DISCLAIMER: https://bttr.ly/aapolicy*This video is for entertainment purposes only and is not financial or legal advice.Financial Advice Disclaimer: All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.Our Favorite Credit Cards: Chase Business Ink: https://bit.ly/ChaseBusincChase Sapphire: https://bit.ly/ChaseSapph Amex Business Platinum: https://bit.ly/3DEArAW Amex Gold: https://bit.ly/3Ph8lOJConnect with Eli: Instagram - https://www.instagram.com/elitravelguy/ Want to work with Eli's Team? https://www.freedomtravelsystems.com/ Eli Facenda, better known as Eli the Travel Guy, is a world-class travel hacker and entrepreneur who helps business owners maximize luxury travel using credit card points and loyalty programs. In this podcast, Eli walks through the three steps to maximizing your credit card benefits and points. He shares the best credit card points strategies that he's used to book $30k presidential suits for only $400, and regularly travels first class for little to no money. Overview - 0:00Who is Eli Facenda - 3:33The 3-Step Formula - 6:56 The right kind of Cards & Points - 9:54Greatest Tax Loophole & Benefits - 16:15How Many Credit Cards Should You Have? Credit Score- 22:25How to Build Credit Score - 26:27How to Maximize Points (The best Strategies)- 28:30How to Optimize & Upgrade Travel - 43:30Are Debit Cards Even Worth it? - 51:43Avoid these Bad Practices - 52:56______________________________________________ ✉️ Email BetterWealth: https://bttr.ly/infoWEBSITE: https://betterwealth.com====================DISCLAIMER: https://bttr.ly/aapolicy*This video is for entertainment purposes only and is not financial or legal advice.Financial Advice Disclaimer: All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

Jan 1, 202558 min

Ep 739Is Whole Life Insurance Overrated? With Brock Fortner

Want a Life Insurance Policy? Go Here: https://bttr.ly/bw-yt-aa-clarity Want FREE Whole Life Insurance Education? Go Here: https://bttr.ly/yt-bw-vaultConnect with Brock: YouTube - @CashflowLegendz ______________________________________________ ✉️ Email BetterWealth: https://bttr.ly/infoWEBSITE: https://betterwealth.com====================DISCLAIMER: https://bttr.ly/aapolicy*This video is for entertainment purposes only and is not financial or legal advice.Financial Advice Disclaimer: All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

Dec 31, 202441 min

Ep 73720+ Years of Franchise Investing Advice in 35 Minutes - Erik Van Horn

Learn all about franchise investing in 30 minutes from Erik Van Horn, a franchising expert with over 20 years experience in the industry. How much does franchises cost? What are the pros and cons? What are the best industries to invest in?Intro & Overview - 0:12 Erik's Backgrond & Experience in Franchising - 1:56How Much Money do you need to Start? - 3:56Should you Invest In a Franchise? Step-by-step Guide - 6:19Connect with Erik Van Horn: Franchise Secrets - https://franchisesecrets.com/ Instagram - https://www.instagram.com/erikvanhorn/ Want a Life Insurance Policy? Go Here: https://bttr.ly/bw-yt-aa-clarity Want FREE Whole Life Insurance Education? Go Here: https://bttr.ly/yt-bw-vault______________________________________________ ✉️ Email BetterWealth: https://bttr.ly/infoWEBSITE: https://betterwealth.com====================DISCLAIMER: https://bttr.ly/aapolicy*This video is for entertainment purposes only and is not financial or legal advice.Financial Advice Disclaimer: All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.Want a Life Insurance Policy? Go Here: https://bttr.ly/bw-yt-aa-clarity Want FREE Whole Life Insurance Education? Go Here: https://bttr.ly/yt-bw-vault______________________________________________ ✉️ Email BetterWealth: https://bttr.ly/infoWEBSITE: https://betterwealth.com====================DISCLAIMER: https://bttr.ly/aapolicy*This video is for entertainment purposes only and is not financial or legal advice.Financial Advice Disclaimer: All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

Dec 30, 202435 min

Ep 736Live Presentation: What The Wealthy Know About Life Insurance That You Don’t

Want a Life Insurance Policy? Go Here: https://bttr.ly/bw-yt-aa-clarity Want FREE Whole Life Insurance Education? Go Here: https://bttr.ly/yt-bw-vault I spoke at ‪@karltondennis‬ Tax Strategy Accelerator Event in California about why life insurance is one of the most misunderstood and undervalued assets in history, and how the wealthy use it to enhance their portfolios and financial strategies. I walk through how to design life insurance correctly and how if used properly can give your dollars more than one job.Hook - 0:00 Karlton Dennis Intro's Caleb - 0:29 Defining "What is Wealth" - 1:12 Giving Your Dollar More Than One Job - 5:18 What is this type of life insurance? - 6:47 Who knows about this? - 8:11 Is this an investment or an asset? - 9:38 Compounding & Control of your money - 11:46 What is life insurance? - 12:54 What is Overfunded Life Insurance - 14:04 The Pros & Cons of Life Insurance - 15:20 Typical Whole Life vs Overfunded Compared - 16:22 Life Insurance Vs Other Financial Tools - 20:26 Tax Free Lifetime Compounding (ROR of Life Insurance) - 23:33How to Borrow Against Life Insurance - 27:23 How people use life insurance to invest in assets & businesses - 28:02 When should I borrow against my life insurance? - 29:27Life Insurance as a retirement enhancer - 31:55 Protection and Legacy - 35:34______________________________________________ ✉️ Email BetterWealth: https://bttr.ly/infoWEBSITE: https://betterwealth.com====================DISCLAIMER: https://bttr.ly/aapolicy*This video is for entertainment purposes only and is not financial or legal advice.Financial Advice Disclaimer: All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

Dec 18, 202436 min

Ep 735Infinite Banking Skeptic Challenges Me (Here's My Response)

Want a Life Insurance Policy? Go Here: https://bttr.ly/bw-yt-aa-clarity Want FREE Whole Life Insurance Education? Go Here: https://bttr.ly/yt-bw-vault______________________________________________ ✉️ Email BetterWealth: https://bttr.ly/infoWEBSITE: https://betterwealth.com====================DISCLAIMER: https://bttr.ly/aapolicy*This video is for entertainment purposes only and is not financial or legal advice.Financial Advice Disclaimer: All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

Dec 12, 202455 min

Ep 734How a Broke Business Man Built DOZENS of Multi-Million Dollar Companies | Aaron Scott Young

Aaron Scott Young, the author of Unshackled and the CEO of Laughlin Associates, shares the formula, which has taken him from being bankrupt and in prison to building and owning dozens of multi-million dollar companies. With over 40 years as an entrepreneur, Aaron shares the stories and experiences that shaped him into the successful man he is today.Want to Read Aaron's book? Click Here: https://a.co/d/3x3oQI9 Want to Become More Efficient with Your Money? Click Here: https://betterwealth.com====================DISCLAIMER: https://bttr.ly/aapolicy*This video is for entertainment purposes only and is not financial or legal advice.Financial Advice Disclaimer: All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

Dec 7, 20241h 3m

Ep 733The Best Life Insurance Benefits Explained (Ranking The Top 11)

Want a Life Insurance Policy? Go Here: https://bttr.ly/bw-yt-aa-clarity Want FREE Whole Life Insurance Education? Go Here: https://bttr.ly/yt-bw-vault______________________________________________ ✉️ Email BetterWealth: https://bttr.ly/infoWEBSITE: https://betterwealth.com====================DISCLAIMER: https://bttr.ly/aapolicy*This video is for entertainment purposes only and is not financial or legal advice.Financial Advice Disclaimer: All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

Dec 5, 202434 min

Ep 732We Went Deep On Life Insurance & Infinite Banking | Hannah Kesler

Want a Life Insurance Policy? Go Here: https://bttr.ly/bw-yt-aa-clarity Want FREE Whole Life Insurance Education? Go Here: https://bttr.ly/yt-bw-vaultConnect with Hannah:https://themoneymultiplier.com/hannah-kesler https://www.instagram.com/hannah_kesler/______________________________________________ ✉️ Email BetterWealth: https://bttr.ly/infoWEBSITE: https://betterwealth.com====================DISCLAIMER: https://bttr.ly/aapolicy*This video is for entertainment purposes only and is not financial or legal advice.Financial Advice Disclaimer: All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

Nov 25, 202444 min

Ep 731Retirement Expert Explains IRMMA and How to Beat It | Reviewing the Medicare Surcharge

Connect with Roccy:Schedule a call: https://bit.ly/RoccyFreeConsultation Read Roccy's Bad Advisors Book: https://bit.ly/BadAdvisorsDownloadOnPointe Risk Analyzer - https://roccy.net/risk-assessment-software/ _____________________________________________ ✉️ Email BetterWealth: https://bttr.ly/infoWEBSITE: https://betterwealth.com====================DISCLAIMER: https://bttr.ly/aapolicy*This video is for entertainment purposes only and is not financial or legal advice.Financial Advice Disclaimer: All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

Nov 23, 202422 min

Ep 730The NO Nonsense Guide To Infinite Banking | Richard Canfield

Want a Life Insurance Policy? Go Here: https://bttr.ly/bw-yt-aa-clarity Want FREE Whole Life Insurance Education? Go Here: https://bttr.ly/yt-bw-vaultConnect with Richard: Want to read his book? https://a.co/d/38bjgOr Listen to his podcast - https://www.wealthwithoutbaystreet.com/ ______________________________________________ ✉️ Email BetterWealth: https://bttr.ly/infoWEBSITE: https://betterwealth.com====================DISCLAIMER: https://bttr.ly/aapolicy*This video is for entertainment purposes only and is not financial or legal advice.Financial Advice Disclaimer: All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

Nov 19, 20241h 9m

Ep 729Life Insurance vs High-Yield Savings | Detailed Financial Review (SURPRISING RESULTS)

Want a Life Insurance Policy? Go Here: https://bttr.ly/bw-yt-aa-clarity Want FREE Whole Life Insurance Education? Go Here: https://bttr.ly/yt-bw-vault______________________________________________ ✉️ Email BetterWealth: https://bttr.ly/infoWEBSITE: https://betterwealth.com====================DISCLAIMER: https://bttr.ly/aapolicy*This video is for entertainment purposes only and is not financial or legal advice.Financial Advice Disclaimer: All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

Nov 16, 202424 min

Ep 728Liberal Vs Conservative On Tax Policy and Economy - Destiny & Tom Wheelwright

WATCH THE FULL DEBATE - https://youtube.com/live/Fgt1k-PpEbE Learn more about BetterWealth: https://betterwealth.comDISCLAIMER: https://bttr.ly/aapolicy*This PODCAST is for entertainment purposes only and is not financial or legal advice.Financial Advice Disclaimer: All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

Nov 14, 20241h 8m

Ep 727Hidden Costs of Bi-Weekly Mortgage Payments Revealed | Reviewing The Math

Want a Life Insurance Policy? Go Here: https://bttr.ly/bw-yt-aa-clarity Want FREE Whole Life Insurance Education? Go Here: https://bttr.ly/yt-bw-vault15 Vs 30 Year Mortgages - https://youtu.be/ihEhxeW4x44 Connect with Truth Concepts:Learn More - https://truthconcepts.com/Truth Training - https://truthconcepts.com/truth-training/ Busting Interest Rate Lies Book - https://a.co/d/4oWBUmmhttps://www.youtube.com/user/TruthConcepts______________________________________________ ✉️ Email BetterWealth: https://bttr.ly/infoWEBSITE: https://betterwealth.com====================DISCLAIMER: https://bttr.ly/aapolicy*This video is for entertainment purposes only and is not financial or legal advice.Financial Advice Disclaimer: All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

Nov 13, 202424 min