Confessions of a CPA: The Truth About Life Insurance with Bryan Bloom - Episode 214
The Practical Wealth Show · Curtis May, Bryan Bloom
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Show Notes
In this episode, Curtis interviews Bryan Bloom, a financial advisor, author, and CPA for over 35 years. They sat together to talk about Bryan's experiences, and he also shared some ideas regarding the miracle of compound interest. Bryan started working in the field around 15 years ago, assisting people in making reasonable retirement plans. Over the past years, he learned a lot about how different financial tactics and financial products work and, more significantly, why they don't.
Now he has written five books. His book The Confessions of a CPA series explains why everything I was taught as a CPA has proven false. If we follow what we are taught in academics, traditional planning, and the popular media, we have little chance of succeeding.
Curtis's motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Highlights
- Discussion on temporary death benefit reduction
- What is debt with the lens of a CPA
- The use of a permanent insurance policy
- Choosing the right insurance company
- Storing liquidity in ETFs and the importance of being liquid
- Opportunity cost as a financial concept
- Income and retirement
- IRA and 401k plan Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - [email protected]
- Call his office - 610-622-3121
- Connect with Bryan Bloom
- Books:
- Confessions of a CPA: Why What I Was Taught To Be True Has Turned Out Not To Be
- Confessions of a CPA: The Truth About Life Insurance
- Confessions of a CPA: The Capital Equivalent Value of Life Insurance
- The America Group - https://www.theamericagroup.com/imt_team/bryan-bloom/
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