BetterWealth with Caleb Guilliams

On this episode of the BetterWealth Podcast, I'm interviewing Scott Donnell, the founder of GravyStack, an educational app and game for children and teens to develop highly successful financial skills and understanding.I talk with Scott about what it takes to raise financially literate kids in the modern world and some of the most harmful lessons parents teach their kids about money.Gravy Stack: https://gravystack.com/Buy Scott's Book: https://www.amazon.com/Value-Creation-Kid-Struggles-Children-ebook/dp/B0BY9Z1VH5?ref_=ast_author_dp

My guest today is Robby Butler, a real estate syndication investor who advises other investors on strategies to grow their wealth through the world of real estate investments. On this episode of the BetterWealth Podcast, we discussed how Robby uses an Overfunded Whole Life Insurance policy to help fund his real estate and syndication deals by utilizing the cash value in his policy. Listen to Robby's Podcast - https://open.spotify.com/show/26kdSV6KNJtILRGGUl3yWH?si=e7732e8791394936https://podcasts.apple.com/us/podcast/wealth-renegade/id1555117279Contact Robby [email protected]

In this shocking clip from the Dave Ramsey Show, Caleb reacts to a 29-year-old woman calling into the Ramsey Show about her and her husband's insane debt, leaving Dave stunned by their situation. Caleb responds to Dave's advice and highlights the good and bad of what Ramsey tells them. Original video -    • I'm 29 Years Old ...  The Financial Efficiency Quiz - https://bttr.ly/quiz Have Questions for me or BetterWealth? Give us a call! - https://bttr.ly/ytclarity

Airbnb has become one of the most popular real estate investments in the last decade. But many criticize the platform and believe this short-term rental investment will soon become worthless. To answer this question and more, Kristen & Michael, two successful Airbnb hosts in Joshua Tree California have developed a committed following on Youtube for their educational Vlogs on all things Short Term rentals. Kristen & Michael - https://www.youtube.com/@kristenandmichael Learn More about Kisten & Michael - https://linktr.ee/kristen_and_michael

Justin Freishtat is an entrepreneur and investor. He is an executive at Heartland Foods which is the #1 Farm-to-Table Food Service on the east coast. Justin and his team have sold over $35 million in direct-to-consumer sales. Justin also set the in-home food industry records for annual and monthly sales that still stand to this day. Justin is also a Managing Partner at Kerns Capital. This Hedge Fund is growing rapidly and has produced substantial profits for investors with a proven track record of targeting 2-6% monthly returns for investors.Justin and his partners have amassed a multifamily real estate portfolio comprised of 1674 units across 5 states.Guest LinksConnect with Justin - https://www.instagram.com/justinfreishtat/ Kerns Capital - https://kerns.capital/ Heartland Foods - https://www.heartlandfoods.com/ #BetterWealth Free 15 Minute Clarity Call: https://bttr.ly/ytclarity The And Asset Book: https://bttr.ly/book BetterWealth Quiz:  https://bttr.ly/quiz AndAsset.com:  https://bttr.ly/andasset BetterWealth Youtube - https://bttr.ly/bwyoutube Financial Advisor, Agent or Coach: https://bttr.ly/advisor

The collapses of First Republic Bank, Silicon Valley Bank, and Signature Bank were the second, third, and fourth largest bank failures in the history of the United States. While these big banks are being protected, the smaller banks seem to be ignored. During a recent hearing, Secretary of the Treasury, Janet Yellen addresses the question, of whether there is a hidden agenda to get rid of small banks, and whether the FDIC protects community banks the way it does larger ones. #BetterWealth Free 15 Minute Clarity Call: https://bttr.ly/ytclarity The And Asset Book: https://bttr.ly/book BetterWealth Quiz:  https://bttr.ly/quiz AndAsset.com:  https://bttr.ly/andasset BetterWealth Youtube - https://bttr.ly/bwyoutube Financial Advisor, Agent or Coach: https://bttr.ly/advisor

Reacting to the best and worst infinite banking videos on the internet. Social media is full of information on financial strategies and concepts, even on lesser known ideas like Infinite Banking. I decided to find the top infinite banking videos on Tiktok and the internet and react to the good and bad. #BetterWealth Free 15 Minute Clarity Call: https://bttr.ly/ytclarity The And Asset Book: https://bttr.ly/book BetterWealth Quiz:  https://bttr.ly/quiz AndAsset.com:  https://bttr.ly/andasset BetterWealth Youtube - https://bttr.ly/bwyoutube Financial Advisor, Agent or Coach: https://bttr.ly/advisor

Bobby Samuelson is an editor at, The Life Product Review. The leading newsletter for life insurance professionals and nerds to learn about the latest updates in the space and read qualitative and quantitative reviews of life insurance products. Bobby has also worked as a consultant for many life insurance companies offering his expert analyses and understanding of the industry. Life Product Review - https://lifeproductreview.com/ For a discounted price, Email [email protected] #BetterWealth Free 15 Minute Clarity Call: https://bttr.ly/ytclarity The And Asset Book: https://bttr.ly/book BetterWealth Quiz:  https://bttr.ly/quiz AndAsset.com:  https://bttr.ly/andasset BetterWealth Youtube - https://bttr.ly/bwyoutube Financial Advisor, Agent or Coach: https://bttr.ly/advisor

With just under $1 Trillion in total credit card debt in the USA is it dumb to use a credit card for your expenses? In this BetterWealth Reacts I've found two videos, from Frank Abagnale and Dave Ramsey, giving their opinions on credit cards. I review each of their arguments and give my final take at the end! Watch On Youtube - https://youtu.be/ed06lMvQ6D4 #BetterWealth Free 15 Minute Clarity Call: https://bttr.ly/ytclarity The And Asset Book: https://bttr.ly/book BetterWealth Quiz:  https://bttr.ly/quiz AndAsset.com:  https://bttr.ly/andasset BetterWealth Youtube - https://bttr.ly/bwyoutube Financial Advisor, Agent or Coach: https://bttr.ly/advisor

Today's guest is Spencer Cornelia, who exploded on Youtube with just under 500,000 subscribers by uncovering the truths that the world may struggle to notice. This involves deep dives into the scammy world of online marketing and analyzing the personal finances of athletes and musicians.Spencer's Youtube Channel - https://www.youtube.com/@SpencerCorneliaSubscribe to his new channel - https://www.youtube.com/@spencertheinvestor #BetterWealth Free 15 Minute Clarity Call: https://bttr.ly/ytclarity The And Asset Book: https://bttr.ly/book BetterWealth Quiz:  https://bttr.ly/quiz AndAsset.com:  https://bttr.ly/andasset BetterWealth Youtube - https://bttr.ly/bwyoutube Financial Advisor, Agent or Coach: https://bttr.ly/advisor

Today on BetterWealth reacts I'll be looking at a couple videos about the cost of eating out vs cooking at home. Is one better than another? My answer at the end may surprise you as it's not as straightforward as you think. Reaction videos: Johne Finance: https://youtube.com/shorts/pnxT25YXS20?feature=share Two Cents: https://youtu.be/pAAv7gWV6SUThe Financial Efficiency Quiz - https://bttr.ly/quiz Have Questions for me or BetterWealth? Give us a call! - https://bttr.ly/ytclarity #BetterWealth Free 15 Minute Clarity Call: https://bttr.ly/ytclarity The And Asset Book: https://bttr.ly/book BetterWealth Quiz:  https://bttr.ly/quiz AndAsset.com:  https://bttr.ly/andasset BetterWealth Youtube - https://bttr.ly/bwyoutube Financial Advisor, Agent or Coach: https://bttr.ly/advisor

Reacting to Matt Walsh slamming the tipping epidemic in America. It seems everywhere you go there's a new tipping machine for every kind of business. I'll be reviewing Matt's points and offering my own perspectives!Watch the original video - https://youtu.be/J89L90IN9OsThe Financial Efficiency Quiz - https://bttr.ly/quiz Have Questions for me or BetterWealth? Give us a call! - https://bttr.ly/ytclarity #BetterWealth Free 15 Minute Clarity Call: https://bttr.ly/ytclarity The And Asset Book: https://bttr.ly/book BetterWealth Quiz:  https://bttr.ly/quiz AndAsset.com:  https://bttr.ly/andasset BetterWealth Youtube - https://bttr.ly/bwyoutube Financial Advisor, Agent or Coach: https://bttr.ly/advisor

Today I'll be reacting to plasma donors and answering the question on whether this is a side hustle worth pursuing. Some people have been able to make up to $1,000 or more a month but at what cost to you health?The Financial Efficiency Quiz - https://bttr.ly/quiz Have Questions for me or BetterWealth? Give us a call! - https://bttr.ly/ytclarity #BetterWealth Free 15 Minute Clarity Call: https://bttr.ly/ytclarity The And Asset Book: https://bttr.ly/book BetterWealth Quiz:  https://bttr.ly/quiz AndAsset.com:  https://bttr.ly/andasset BetterWealth Youtube - https://bttr.ly/bwyoutube Financial Advisor, Agent or Coach: https://bttr.ly/advisor

In this episode of the BetterWealth Show my guest is Tom Hegna, an economist, author, and retirement expert. He has been an incredibly popular industry speaker for many years and is considered by many to be THE Retirement Income Expert! Get FREE Overfunded Whole Life Insurance Education and Resources - https://bttr.ly/vault Get Your Questions Answered by one of our Life Insurance Experts - https://bttr.ly/aaclarityTom's Youtube - https://www.youtube.com/@TomHegna Connect with Tom - https://tomhegna.com/ #BetterWealth Free 15 Minute Clarity Call: https://bttr.ly/ytclarity The And Asset Book: https://bttr.ly/book BetterWealth Quiz:  https://bttr.ly/quiz AndAsset.com:  https://bttr.ly/andasset BetterWealth Youtube - https://bttr.ly/bwyoutube Financial Advisor, Agent or Coach: https://bttr.ly/advisor

Dave Ramsey is getting sued by his listeners for $150 Million for allegedly promoting a failed timeshare exit company that defrauded its customers. In this video, I'll show you the evidence against Ramsey and the company and give counterarguments for why Dave might not be guilty. #daveramsey #timeshare #lawsuit #financialnews #reactionvideos Article on the lawsuit -https://www.foxbusiness.com/personal-finance/dave-ramsey-slapped-150-million-class-action-lawsuit-promoting-failed-timeshare-exit-company The Financial Efficiency Quiz - https://bttr.ly/quiz Have Questions for me or BetterWealth? Give us a call! - https://bttr.ly/ytclarity

I'm reacting to Dave Ramsey's highest viewed video on Youtube about a 29 year old woman who along with her husband have $1 Million Dollars in debt. While I can be critical of Dave Ramsey he absolutely gave some great advice in this video and I wanted to share some of my own unique perspectives on this crazy financial situation! Episode Link You can watch the full reaction live on Youtube on 6/7/23 - https://www.youtube.com/c/BetterWealth/sub_confirmation=1 #BetterWealth Free 15 Minute Clarity Call: https://bttr.ly/ytclarity The And Asset Book: https://bttr.ly/book BetterWealth Quiz:  https://bttr.ly/quiz AndAsset.com:  https://bttr.ly/andasset BetterWealth Youtube - https://bttr.ly/bwyoutube Financial Advisor, Agent or Coach: https://bttr.ly/advisor

Today, I interviewed Jonathan Fairall, the Senior Capital Markets Specialist at NCUA. We covered everything from the high interest rates, inflation, the bank failures, and answering the question of whether or not we're actually in a recession.Guest BioJonathan is the Senior Capital Markets Specialist at NCUA and has a (M.B.A) from the University of Washington in Accounting and Finance. Jonathan ensures regulatory compliance in the market and has a firm pulse on the intricate details of the economy. Episode links and resourcesThe Financial Efficiency Quiz - https://bttr.ly/quiz Have Questions for me or BetterWealth? Give us a call! - https://bttr.ly/ytclarity #BetterWealth Free 15 Minute Clarity Call: https://bttr.ly/ytclarity The And Asset Book: https://bttr.ly/book BetterWealth Quiz:  https://bttr.ly/quiz AndAsset.com:  https://bttr.ly/andasset BetterWealth Youtube - https://bttr.ly/bwyoutube Financial Advisor, Agent or Coach: https://bttr.ly/advisor

Meet the man who worked with the White House to fix social security. Tax expert, Ken Kies explains his plan and how the Clinton administration derailed it before it could pass. Watch the full interview with Ken - https://youtu.be/FdbQHVJ3F3c #BetterWealth Free 15 Minute Clarity Call: https://bttr.ly/ytclarity The And Asset Book: https://bttr.ly/book BetterWealth Quiz:  https://bttr.ly/quiz AndAsset.com:  https://bttr.ly/andasset BetterWealth Youtube - https://bttr.ly/bwyoutube Financial Advisor, Agent or Coach: https://bttr.ly/advisor

Can you get rich from life insurance? More specifically, from the cash value in whole life insurance? Today, Dom from @TheAndAsset and myself will be answering this question and showing you how to really start thinking about life insurance as an asset for growing your wealth!  #BetterWealth Free 15 Minute Clarity Call: https://bttr.ly/ytclarity The And Asset Book: https://bttr.ly/book BetterWealth Quiz:  https://bttr.ly/quiz AndAsset.com:  https://bttr.ly/andasset BetterWealth Youtube - https://bttr.ly/bwyoutube Financial Advisor, Agent or Coach: https://bttr.ly/advisor

This is never before heard audio of my breakdown of the And Asset's lifetime growth and why it's so important to understand before utilizing this strategy.Episode Links and ResourcesGet FREE Access to our Overfunded Whole Life Insurance Masterclass - https://bttr.ly/vault Get Your Questions Answered by one of our Life Insurance Experts - https://bttr.ly/aaclarity

We'll be looking at The Internal Rate Of Return Of Whole life Insurance which is the ACTUAL ROR a lot of agents won't show you.Episode Links and ResourcesGet FREE Access to our Overfunded Whole Life Insurance Masterclass - https://bttr.ly/vault Get Your Questions Answered by one of our Life Insurance Experts - https://bttr.ly/aaclarity #BetterWealth Free 15 Minute Clarity Call: https://bttr.ly/ytclarity The And Asset Book: https://bttr.ly/book BetterWealth Quiz:  https://bttr.ly/quiz AndAsset.com:  https://bttr.ly/andasset BetterWealth Youtube - https://bttr.ly/bwyoutube Financial Advisor, Agent or Coach: https://bttr.ly/advisor

Today on the BetterWealth Podcast, we have two special guests who are the creators of John Galt Mortgage Company. This company is committed to promoting economic liberty, entrepreneurship, and financial independence as moral issues. Their unique business model involves using their marketing budget to promote these ideals, with the mortgage company serving as a for-profit vessel for funding. This approach flips the traditional business model on its head, where the business exists to pay for marketing instead of marketing to grow the business. I believe that JGMC will be the future of the mortgage industry, and listeners have the exclusive opportunity to hear about it for the first time on this podcast.Learn More About JGMC - https://www.johngaltmortgage.com

Today on the BetterWealth show I'm interviewing Tom Wall, who holds a Ph.D. in Retirement Income Planning with original research on Whole Life as a Fixed Income Alternative under the advisement of industry thought leaders Wade Pfau, Michael Finke, and Stephen Parrish. Tom believes whole life insurance is the best-kept secret in financial planning and shares his research and data to back that claim! Guest BioTom holds a Ph.D. in Retirement Income Planning, with original research on Whole Life as a Fixed Income Alternative under the advisement of industry thought leaders Wade Pfau, Michael Finke, and Stephen Parrish. His focus on academics and selling from a place of integrity come from a 20-year career of positioning whole life insurance and competing against its alternatives. Starting in college as an award-winning advisor with Northwestern Mutual before moving his practice to MassMutual, he subsequently grew his career in prominent home office roles in sales and marketing leadership. He has been a well known storyteller at perennial company conferences and firm meetings nation-wide. Tom now coaches and consults with financial advisors, hosts the Whole Life Masterminds study group, and is authoring multiple pieces of original thought leadership, books, and other content.Guest Links and ResourcesConnect with Tom - https://www.tomwalltalks.com/Buy Tom's Book - https://www.tomwalltalks.com/permissiontospendTom's Social Media -https://www.instagram.com/tomwalltalks/https://www.tiktok.com/@tomwalltalksEpisode Links and ResourcesGet FREE Access to our Overfunded Whole Life Insurance Masterclass - https://bttr.ly/vault Get Your Questions Answered by one of our Life Insurance Experts - https://bttr.ly/aaclarity #BetterWealth Free 15 Minute Clarity Call: https://bttr.ly/ytclarity The And Asset Book: https://bttr.ly/book BetterWealth Quiz:  https://bttr.ly/quiz AndAsset.com:  https://bttr.ly/andasset BetterWealth Youtube - https://bttr.ly/bwyoutube Financial Advisor, Agent or Coach: https://bttr.ly/advisor

Today I have a very special guest for our 600th episode. Humphrey Yang is one of the largest personal finance creators on social media right now with over 4.5 Million followers across the internet. Humphrey shares how he went from zero to millions in 1 year through online educational videos and some of his favorite personal finance tips he's used to become a millionaire.Guest BioHumphrey Yang is a creator & entrepreneur who has been making content since 2019. Previously being a financial advisor and working in tech, he always loves answering personal finance questions for his friends, family, and audience. His strength is explaining things easily, so that anyone can understand tough financial concepts and has been regarded as one of the most trusted voices in the space.Guest Link and ResourcesConnect with Humphrey:Youtube - https://www.youtube.com/@humphrey/videosTiktok - https://www.tiktok.com/@humphreytalks?is_from_webapp=1&sender_device=pcInstagram - https://www.instagram.com/humphreytalks/Episode Links and ResourcesThe Financial Efficiency Quiz - https://bttr.ly/quiz Have Questions for me or BetterWealth? Give us a call! - https://bttr.ly/ytclarity #BetterWealth Free 15 Minute Clarity Call: https://bttr.ly/ytclarity The And Asset Book: https://bttr.ly/book BetterWealth Quiz:  https://bttr.ly/quiz AndAsset.com:  https://bttr.ly/andasset BetterWealth Youtube - https://bttr.ly/bwyoutube Financial Advisor, Agent or Coach: https://bttr.ly/advisor

Ken Kies is a leading tax expert in Washington and the Managing Director of the Federal Policy Group, LLC. Ken has been designing tax policies for Presidents on both sides of the aisle for over 40 years. We discussed Biden's multi-trillion dollar spending and tax plans, the potential fall of social security, and the banking crises.The Financial Efficiency Quiz - https://bttr.ly/quiz Have Questions for me or BetterWealth? Give us a call! - https://bttr.ly/ytclarityGuest Bio:Kenneth J. (Ken) Kies is the Managing Director of the Federal Policy Group, LLC. The Federal Policy Group provides sophisticated strategic and technical tax advice on tax policy matters before Congress, the U.S. Treasury Department, the Internal Revenue Service, and the OECD.Connect with Ken - [email protected] more about Ken - http://www.fpgdc.com/directors.html #BetterWealth Free 15-Minute Clarity Call: https://bttr.ly/ytclarity The And Asset Book: https://bttr.ly/book BetterWealth Quiz:  https://bttr.ly/quiz AndAsset.com:  https://bttr.ly/andasset BetterWealth Youtube - https://bttr.ly/bwyoutube Financial Advisor, Agent or Coach: https://bttr.ly/advisor

Our guest today is Nic Nicaud, a real estate agent who discovered the power of personal banking through the use of whole life insurance. Nic grew tired of dealing with bank loans and jumping through hoops constantly to buy rental properties, after learning about IBC it's changed his entire approach to real estate investing and what he's capable of achieving. Nic is also a subscriber of the BetterWealth Youtube channel and now is a guest sharing his financial and real estate secrets. If you would like to apply to be a guest on the BetterWealth show and share about a unique business, investing strategy, or how you've used life insurance in your life, email my content producer at - [email protected] BioNic Nicaud (Knee-Ko) is a New Orleans native who moved to Knoxville over 20 years ago. He graduated from The University of Tennessee and is a Multi-year Million Dollar Producer with Keller Williams Realty. He has been in real estate for over 12 years and is a member of the Knoxville Area Association of Realtors, the Tennessee Association of Realtors, the National Association of Realtors, and a specialist in historic homes. Nic leads a company that uses the latest technology to better facilitate the needs of his clients, as well as making sure you will find him and his team to be honest, personable, and effective. Nic is community-focused & ethically driven which gives him a passion for his clients and to see the city of Knoxville prosper. Nic recently went through Introduction Knoxville in order to learn more about this great city and meet and build relationships with other professionals in the community.Guest LinksDownload Nic's Cheat Sheet - 10 Ways to Stack Wealth with Infinite Banking - https://bit.ly/3JpTkqOConnect with Nic - linkedin.com/in/nicnicaudEpisode Links and ResourcesGet FREE Access to our Overfunded Whole Life Insurance Masterclass - https://bttr.ly/vault Get Your Questions Answered by one of our Life Insurance Experts - https://bttr.ly/aaclarityThe Financial Efficiency Quiz - https://bttr.ly/quiz Have Questions for me or BetterWealth? Give us a call! - https://bttr.ly/ytclarityWatch the BetterWealth show live on Youtube - https://bttr.ly/yt #BetterWealth Free 15 Minute Clarity Call: https://bttr.ly/ytclarity The And Asset Book: https://bttr.ly/book BetterWealth Quiz:  https://bttr.ly/quiz AndAsset.com:  https://bttr.ly/andasset BetterWealth Youtube - https://bttr.ly/bwyoutube Financial Advisor, Agent or Coach: https://bttr.ly/advisor

Dom and I will be showing you 4 different ways to structure your whole life insurance policy and which one's would fit you based on your financial goals.Episode Links and ResourcesGet FREE Access to our Overfunded Whole Life Insurance Masterclass - https://bttr.ly/vault Get Your Questions Answered by one of our Life Insurance Experts - https://bttr.ly/aaclarity #BetterWealth Free 15 Minute Clarity Call: https://bttr.ly/ytclarity The And Asset Book: https://bttr.ly/book BetterWealth Quiz:  https://bttr.ly/quiz AndAsset.com:  https://bttr.ly/andasset BetterWealth Youtube - https://bttr.ly/bwyoutube Financial Advisor, Agent or Coach: https://bttr.ly/advisor

Today I have on a special return guest, Andrew Wyatt to discuss his new book on leadership and how to "go-pro" helping readers change the way they lead, inspire, impact, in and out of the office.Guest BioAndy founded Cornerstone as a private wealth management business in 1993. When Andy left Cornerstone in 2017, the firm had grown to over $15 billion in assets under management, serving institutional clients through four investment teams with offices in Minneapolis and New York. Prior to Cornerstone, Andy was Vice President and Portfolio Manager at Investment Advisers, Inc. At IAI, he gained extensive investment experience working with both institutional and individual clients in the management of their financial portfolios. He graduated from the University of Minnesota with a Bachelor of Science degree in agricultural economics with a concentration in futures trading. His vision, passion, and energy resulted in an unwavering commitment to helping clients achieve their financial objectives by creating a high- performance culture that attracted and rewarded the best financial management talent in the industry.Guest Links and ResourcesBuy Andy's new book in leadership - https://www.amazon.com/Pro-Leadership-Establishing-Credibility-Following/dp/1631951246Contact Andy [email protected]  #BetterWealth Free 15 Minute Clarity Call: https://bttr.ly/ytclarity The And Asset Book: https://bttr.ly/book BetterWealth Quiz:  https://bttr.ly/quiz AndAsset.com:  https://bttr.ly/andasset BetterWealth Youtube - https://bttr.ly/bwyoutube Financial Advisor, Agent or Coach: https://bttr.ly/advisor

Today Dom from "The And Asset" and I will be walking you through a method and strategy used by the wealthiest families to create and maintain generational wealth. This strategy has been used by the Rockefellers and Vanderbilts, two of the wealthiest families in history. We'll be showing you step by step how they did it and how you can get started for you and your family.Episode Links and ResourcesTHE VAULT - Get FREE Overfunded Whole Life Insurance Education and Resources - https://bttr.ly/vault Get Your Questions Answered by one of our Life Insurance Experts - https://bttr.ly/aaclarityWatch the And Asset channel for more life insurance content - https://www.youtube.com/@TheAndAsset #BetterWealth Free 15 Minute Clarity Call: https://bttr.ly/ytclarity The And Asset Book: https://bttr.ly/book BetterWealth Quiz:  https://bttr.ly/quiz AndAsset.com:  https://bttr.ly/andasset BetterWealth Youtube - https://bttr.ly/bwyoutube Financial Advisor, Agent or Coach: https://bttr.ly/advisor

Today I'll be sharing about IRS Section 280A, otherwise known as, The Augusta Rule. I'll explain step by step, everything you need to know about this massive tax deduction, from the do's and don'ts to a secret strategy for business owners to potentially triple their tax-free rental income!5 Fundamental Ways To Pay Less Taxes - https://www.betterwealth.com/taxchecklistThe Financial Efficiency Quiz - https://bttr.ly/quiz Have Questions for me or BetterWealth? Give us a call! - https://bttr.ly/ytclarity #BetterWealth Free 15 Minute Clarity Call: https://bttr.ly/ytclarity The And Asset Book: https://bttr.ly/book BetterWealth Quiz:  https://bttr.ly/quiz AndAsset.com:  https://bttr.ly/andasset BetterWealth Youtube - https://bttr.ly/bwyoutube Financial Advisor, Agent or Coach: https://bttr.ly/advisor

I give my response to Ed Slot going off on life insurance in his high-energy presentation about the 5 mistakes people make with life insurance.Episode Links and ResourcesGet FREE Access to our Overfunded Life Insurance Masterclass - https://bttr.ly/vault Get Your Questions Answered by one of our Life Insurance Experts - https://bttr.ly/aaclarityWatch the full video on Youtube - https://youtu.be/xWh_0rwqc9w #BetterWealth Free 15 Minute Clarity Call: https://bttr.ly/ytclarity The And Asset Book: https://bttr.ly/book BetterWealth Quiz:  https://bttr.ly/quiz AndAsset.com:  https://bttr.ly/andasset BetterWealth Youtube - https://bttr.ly/bwyoutube Financial Advisor, Agent or Coach: https://bttr.ly/advisor

Today I'm talking with Louis O' Connor the CEO/Founder of Strategic Metals Invest. We'll be looking at investing in rare earth metals, an alternative investment few people know about, that is generating massive returns, even greater than gold and silver! Rare earth metals are widely used and needed to make electric cars, phones, space exploration technology, and much more!Guest BioLouis O’ Connor , CEO/Founder of Strategic Metals Invest. We offer private investors the opportunity to purchase and profit from owning Strategic Metals. The term Strategic Metals is an umbrella name for technology metals, rare earth metals, green metals and rare earth elements. We are the only industry broker on the planet to offer this option to private investors. Up until very recently the trade was between producers/suppliers, brokers and industry buyers. The investment play is exactly the same paradigm as owning Gold or Silver, instead investors own Strategic Metals which have outperformed Precious Metals, FTSE100 and S&P500 for the past 5 years. The only end buyer for these valuable raw materials are industry buyers therefore we also provide the all important exit for investors. Strategic Metals are extremely liquid as hard assets and can be liquidated in 3 to 4 working days.Guest LinkConnect with Louis and Learn more about Strategic Metals - www.strategicmetalsinvest.comEpisode Links and ResourcesThe Financial Efficiency Quiz - https://bttr.ly/quiz Have Questions for me or BetterWealth? Give us a call! - https://bttr.ly/ytclarity #BetterWealth Free 15 Minute Clarity Call: https://bttr.ly/ytclarity The And Asset Book: https://bttr.ly/book BetterWealth Quiz:  https://bttr.ly/quiz AndAsset.com:  https://bttr.ly/andasset BetterWealth Youtube - https://bttr.ly/bwyoutube Financial Advisor, Agent or Coach: https://bttr.ly/advisor

Robert Kiyosaki got it wrong! At least, that's what Codie Sanchez thinks. According to Codie, Robert Kiyosaki's cash flow quadrant missed the mark and additionally she offers an alternative take. I'll be giving my raw reaction and seeing if she can change my mind!Episode Links and ResourcesThe Financial Efficiency Quiz - https://bttr.ly/quiz Have Questions for me or BetterWealth? Give us a call! - https://bttr.ly/ytclarityWatch the full video on Youtube - https://youtu.be/zgPOTKJt39E #BetterWealth Free 15 Minute Clarity Call: https://bttr.ly/ytclarity The And Asset Book: https://bttr.ly/book BetterWealth Quiz:  https://bttr.ly/quiz AndAsset.com:  https://bttr.ly/andasset BetterWealth Youtube - https://bttr.ly/bwyoutube Financial Advisor, Agent or Coach: https://bttr.ly/advisor

MassMutual Bans Infinite Banking! In a recent memo sent out by Mass they clearly stated they would no longer endorse infinite banking or "being your own bank" type of policies. We'll fill you in on everything you need to know about this recent development and our initial thoughts in response.Episode Links and ResourcesThe Vault - Get FREE Overfunded Whole Life Insurance Education and Resources - https://bttr.ly/vault Get Your Questions Answered by one of our Life Insurance Experts - https://bttr.ly/aaclarityWatch the podcast live on Youtube - https://youtu.be/s2TWYv41_n8 #BetterWealth Free 15 Minute Clarity Call: https://bttr.ly/ytclarity The And Asset Book: https://bttr.ly/book BetterWealth Quiz:  https://bttr.ly/quiz AndAsset.com:  https://bttr.ly/andasset BetterWealth Youtube - https://bttr.ly/bwyoutube Financial Advisor, Agent or Coach: https://bttr.ly/advisor

I'm reacting to Alex Hormozi's 42 recession-proof money hacks. I'll be giving my honest review of all 42 points and additionally sharing some of my own tips on how to thrive during a down marketEpisode Links and ResourcesCan You Pass The Financial Efficiency Quiz? - https://bttr.ly/quiz Have Questions for me or BetterWealth? Give us a call! - https://bttr.ly/ytclarityShow the original video some love - https://youtu.be/rp1PzCxj3eU #BetterWealth Free 15 Minute Clarity Call: https://bttr.ly/ytclarity The And Asset Book: https://bttr.ly/book BetterWealth Quiz:  https://bttr.ly/quiz AndAsset.com:  https://bttr.ly/andasset BetterWealth Youtube - https://bttr.ly/bwyoutube Financial Advisor, Agent or Coach: https://bttr.ly/advisor

I'll be showing you how to know When You Should Borrow Against Your Whole Life Insurance Policy! When utilizing your And Asset or infinite banking concept it can be challenging when to know the proper time and use for your policy. I'll teach you the math equation and philosophy I personally use to make these decisions.Episode Links and ResourcesGet FREE Overfunded Whole Life Insurance Education and Resources - https://bttr.ly/vault |Get Your Questions Answered by one of our Life Insurance Experts - https://bttr.ly/aaclarity #BetterWealth Free 15 Minute Clarity Call: https://bttr.ly/ytclarity The And Asset Book: https://bttr.ly/book BetterWealth Quiz:  https://bttr.ly/quiz AndAsset.com:  https://bttr.ly/andasset BetterWealth Youtube - https://bttr.ly/bwyoutube Financial Advisor, Agent or Coach: https://bttr.ly/advisor

In today's Better Wealth, I am super excited to share with you a video I did back in 2018 and haven’t yet shared with anyone. I had done a demonstration for the book and when looking back over the video there was some great content I wanted to share with you. In this example I walk through how using a properly structured life insurance policy in a real estate investment helped earn over a 100% rate of return.  #BetterWealth Free 15 Minute Clarity Call: https://bttr.ly/ytclarity The And Asset Book: https://bttr.ly/book BetterWealth Quiz:  https://bttr.ly/quiz AndAsset.com:  https://bttr.ly/andasset BetterWealth Youtube - https://bttr.ly/bwyoutube Financial Advisor, Agent or Coach: https://bttr.ly/advisor

I walk through the pros and cons of savings accounts. Are they even worth having with the high inflation rates we're experiencing? Episode Links and ResourcesTake our FREE Financial Quiz and get personalized results showing how you can improve your financial journey! - https://bttr.ly/quiz Speak with one of our financial experts about the BetterWealth approach to money! - https://bttr.ly/ytclarity #BetterWealth Free 15 Minute Clarity Call: https://bttr.ly/ytclarity The And Asset Book: https://bttr.ly/book BetterWealth Quiz:  https://bttr.ly/quiz AndAsset.com:  https://bttr.ly/andasset BetterWealth Youtube - https://bttr.ly/bwyoutube Financial Advisor, Agent or Coach: https://bttr.ly/advisor

I'll be showing you the 11 key factors that every investment should have in order to be truly valuable for your life.Episode Include Links and ResourcesTake our FREE Financial Quiz and get personalized results showing how you can improve your financial journey! - https://bttr.ly/quiz Speak with one of our financial experts about the BetterWealth approach to money! - https://bttr.ly/ytclarityLearn about our specialized life insurance and how to access more than just the death benefits of life insurance - https://bttr.ly/vault Speak with one of our life insurance experts to get clear on your wants and goals: https://bttr.ly/aaclarity #BetterWealth Free 15 Minute Clarity Call: https://bttr.ly/ytclarity The And Asset Book: https://bttr.ly/book BetterWealth Quiz:  https://bttr.ly/quiz AndAsset.com:  https://bttr.ly/andasset BetterWealth Youtube - https://bttr.ly/bwyoutube Financial Advisor, Agent or Coach: https://bttr.ly/advisor

In today's Better Wealth Episode, I will be talking about the Covered Asset Strategy inspired by Wealth Building Cornerstones. If you have an AND Asset at the foundation of your life the Covered Asset Strategy or an annuity is one distribution strategy to consider, especially if you do not feel comfortable placing your money in the market.Episode Include Links and Resources Learn about our specialized life insurance and how to access more than just the death benefits of life insurance - https://bttr.ly/vault Speak with one of our life insurance experts to get clear on your wants and goals: https://bttr.ly/aaclarityTake our FREE Financial Quiz and get personalized results showing how you can improve your financial journey! - https://bttr.ly/quiz Speak with one of our financial experts about the BetterWealth approach to money! - https://bttr.ly/ytclarity #BetterWealth Free 15 Minute Clarity Call: https://bttr.ly/ytclarity The And Asset Book: https://bttr.ly/book BetterWealth Quiz:  https://bttr.ly/quiz AndAsset.com:  https://bttr.ly/andasset BetterWealth Youtube - https://bttr.ly/bwyoutube Financial Advisor, Agent or Coach: https://bttr.ly/advisor

The big question I get about "interest" is how to know what the different types are and which is right for their situation. Most people have in their heads which form of interest is good and which form of interest is bad. However, I'll be challenging that perception through the lens of opportunity cost and hopefully opening your mind to the possibilities.Episode Include Links and ResourcesTake our FREE Financial Quiz and get personalized results showing how you can improve your financial journey! - https://bttr.ly/vault Speak with one of our financial experts about the BetterWealth approach to money! - https://bttr.ly/ytclarityLearn about our specialized life insurance and how to access more than just the death benefits of life insurance - https://bttr.ly/vault Speak with one of our life insurance experts to get clear on your wants and goals: https://bttr.ly/aaclarity #BetterWealth Free 15 Minute Clarity Call: https://bttr.ly/ytclarity The And Asset Book: https://bttr.ly/book BetterWealth Quiz:  https://bttr.ly/quiz AndAsset.com:  https://bttr.ly/andasset BetterWealth Youtube - https://bttr.ly/bwyoutube Financial Advisor, Agent or Coach: https://bttr.ly/advisor

In today's BetterWealth Episode, I breakdown the fundamental principles and basics of compound interest.Episode Links and ResourcesWatch the full podcast on YouTube - https://youtu.be/lI0deHdXPAUThe Financial Efficiency Quiz - https://bttr.ly/quiz Have Questions for me or BetterWealth? Give us a call! - https://bttr.ly/ytclarityGet FREE Access to our Whole Life Insurance Masterclass - https://bttr.ly/vault Get Your Questions Answered by one of our Life Insurance Experts - https://bttr.ly/aaclarity #BetterWealth Free 15-Minute Clarity Call: https://bttr.ly/ytclarity The And Asset Book: https://bttr.ly/book BetterWealth Quiz:  https://bttr.ly/quiz AndAsset.com:  https://bttr.ly/andasset BetterWealth Youtube - https://bttr.ly/bwyoutube Financial Advisor, Agent or Coach: https://bttr.ly/advisor

I discuss the 5 CONS of over-funding whole life insurance you need to be wary of before working with me or anyone else.Episode Links and Resources Get FREE Access to our Whole Life Insurance Masterclass - https://bttr.ly/vault |Get Your Questions Answered by one of our Life Insurance Experts - https://bttr.ly/aaclarity|The Wealth Efficiency Quiz - https://bttr.ly/quiz |Have Questions for me or BetterWealth? Give us a call! - https://bttr.ly/ytclarity #BetterWealth Free 15 Minute Clarity Call: https://bttr.ly/ytclarity The And Asset Book: https://bttr.ly/book BetterWealth Quiz:  https://bttr.ly/quiz AndAsset.com:  https://bttr.ly/andasset BetterWealth Youtube - https://bttr.ly/bwyoutube Financial Advisor, Agent or Coach: https://bttr.ly/advisor

In today's BetterWealth Episode, I break down the philosophies, questions, and efficiency hacks I used to purchase my Tesla and how you can do the same when considering your next car purchase.Watch the full podcast on YouTube - https://youtu.be/F8ZlEg-2e-wEpisode Links and ResourcesThe Wealth Efficiency Quiz - https://bttr.ly/quiz |Have Questions for me or BetterWealth? Give us a call! - https://bttr.ly/ytclarity|Get FREE Access to our Whole Life Insurance Masterclass - https://bttr.ly/vault |Get Your Questions Answered by one of our Life Insurance Experts - https://bttr.ly/aaclarity#BetterWealth Free 15 Minute Clarity Call: https://bttr.ly/ytclarity The And Asset Book: https://bttr.ly/book BetterWealth Quiz:  https://bttr.ly/quiz AndAsset.com:  https://bttr.ly/andasset BetterWealth Youtube - https://bttr.ly/bwyoutube Financial Advisor, Agent or Coach: https://bttr.ly/advisor

In today's Better Wealth Episode, I discuss why the zero percent loan is a lie in most cases. If you reverse engineer your actual payment and what you are paying versus the cheaper price you are getting you will actually pay a lot more than zero percent. Watch the full podcast on YouTube - https://www.youtube.com/watch?v=1UWx-i9dtrw&feature=youtu.beEpisode Links and ResourcesThe Wealth Efficiency Quiz - https://bttr.ly/quiz |Have Questions for me or BetterWealth? Give us a call! - https://bttr.ly/ytclarity|Get FREE Access to our Whole Life Insurance Masterclass - https://bttr.ly/vault |Get Your Questions Answered by one of our Life Insurance Experts - https://bttr.ly/aaclarity #BetterWealth Free 15 Minute Clarity Call: https://bttr.ly/ytclarity The And Asset Book: https://bttr.ly/book BetterWealth Quiz:  https://bttr.ly/quiz AndAsset.com:  https://bttr.ly/andasset BetterWealth Youtube - https://bttr.ly/bwyoutube Financial Advisor, Agent or Coach: https://bttr.ly/advisor

I walk through the 12 key lessons from Robert Kiyosaki that have greatly impacted my mindset, life, and BetterWealth!Episode Links And ResourcesThe Wealth Efficiency Quiz - https://bttr.ly/quiz |Have Questions for me or BetterWealth? Give us a call! - https://bttr.ly/ytclarity|Get FREE Access to our Whole Life Insurance Masterclass - https://bttr.ly/vault |Get Your Questions Answered by one of our Life Insurance Experts - https://bttr.ly/aaclarity #BetterWealth Free 15 Minute Clarity Call: https://bttr.ly/ytclarity The And Asset Book: https://bttr.ly/book BetterWealth Quiz:  https://bttr.ly/quiz AndAsset.com:  https://bttr.ly/andasset BetterWealth Youtube - https://bttr.ly/bwyoutube Financial Advisor, Agent or Coach: https://bttr.ly/advisor

Whether you are broke or have 10 million dollars to your name, this financial framework will allow you to build a financial foundation that ensures you will never run out of money, and more importantly, that you will be able to maintain your standard of living for the rest of your life without fear or worry. This is how to know where to put your money.Episodes Link and ResourcesReveal your financial inefficiencies with the X-ray - https://www.betterwealth.com/xray|Get FREE Access to our Whole Life Insurance Masterclass - https://bttr.ly/vault |Get Your questions answered by one of our Life Insurance Experts - https://bttr.ly/aaclarity|The Wealth Efficiency Quiz - https://bttr.ly/quiz |Have questions for me or BetterWealth? Give us a call! - https://bttr.ly/ytclarity #BetterWealth Free 15 Minute Clarity Call: https://bttr.ly/ytclarity The And Asset Book: https://bttr.ly/book BetterWealth Quiz:  https://bttr.ly/quiz AndAsset.com:  https://bttr.ly/andasset BetterWealth Youtube - https://bttr.ly/bwyoutube Financial Advisor, Agent or Coach: https://bttr.ly/advisor

In today's episode I spend time breaking down for you 6 incredible ways Life Insurance, when set-up and used properly, is the KEY to UNLOCKING your financial potential!Episode Link and ResourcesGet FREE Access to our Whole Life Insurance Masterclass - https://bttr.ly/vault |Get Your questions answered by one of our Life Insurance Experts - https://bttr.ly/aaclarity #BetterWealth Free 15 Minute Clarity Call: https://bttr.ly/ytclarity The And Asset Book: https://bttr.ly/book BetterWealth Quiz:  https://bttr.ly/quiz AndAsset.com:  https://bttr.ly/andasset BetterWealth Youtube - https://bttr.ly/bwyoutube Financial Advisor, Agent or Coach: https://bttr.ly/advisor

A response you often get from anti-whole life insurance proponents is "buy term and invest the difference". But is this really a better use of your money or is whole life insurance actually the way to go? I'll be breaking down the numbers live and showing you exactly what to expect! If you want to visually see the numbers being discussed in this episode - https://youtu.be/NWYNon-_Xh8Episode links and ResourcesGet FREE Access to our Whole Life Insurance Masterclass - https://bttr.ly/vault |Speak with one of our life insurance experts to get clear on your wants and goals: https://bttr.ly/aaclarity #BetterWealth Free 15 Minute Clarity Call: https://bttr.ly/ytclarity The And Asset Book: https://bttr.ly/book BetterWealth Quiz:  https://bttr.ly/quiz AndAsset.com:  https://bttr.ly/andasset BetterWealth Youtube - https://bttr.ly/bwyoutube Financial Advisor, Agent or Coach: https://bttr.ly/advisor

In today's Better Wealth Episode, I will be getting into the nuts and bolts of The Volatility Buffer, Sequence Risk loss,and the 4% rule. There are a lot of problems in retirement planning and every time you lose a dollar you lose what that dollar could have gotten for you for the rest of your life. This strategy could help increase your security and cash flow in retirement and is a game changer if implemented properly.Learn about our specialized life insurance and how to access more than just the death benefits of life insurance - https://bttr.ly/vault |Speak with one of our life insurance experts to get clear on your wants and goals: https://bttr.ly/aaclarity|Take our FREE Wealth Quiz and get personalized results showing you what areas you can improve in your financial journey! - https://bttr.ly/quiz |Speak with one of our financial experts about the BetterWealth approach to money! - https://bttr.ly/ytclarity #BetterWealth Free 15 Minute Clarity Call: https://bttr.ly/ytclarity The And Asset Book: https://bttr.ly/book BetterWealth Quiz:  https://bttr.ly/quiz AndAsset.com:  https://bttr.ly/andasset BetterWealth Youtube - https://bttr.ly/bwyoutube Financial Advisor, Agent or Coach: https://bttr.ly/advisor