How does inflation affect life insurance? In today's Better Wealth Episode of From the Front-lines, Jereme and I answer a question posed by one of our clients. Caleb walks us through the question with regards to using whole life insurance and how it relates to inflation and what impact does inflation have on our money as it is protected, grows and used. Where you house your money matters. The reason the AND Asset is so powerful is the control and liquidity you get in that asset class is key. How...
Oct 22, 2020•9 min•Ep. 212
How to build a fund without working on Wall Street or getting a Harvard Degree. In today's Better Wealth Episode, I had the privilege of interviewing Bidger Pennington, co-founder of Investment Fund Secret, a company with the goal of teaching other fund managers how to start, build, and scale their own fund without having an Ivy League degree or working on Wall Street for 15+ years. In this episode Bridger shares his incredible knowledge of setting up funds successfully, but beyond that, the kno...
Oct 21, 2020•1 hr 10 min•Ep. 211
There are billions of dollars wasted each year on inefficient meetings! In today's Better Wealth Breakdown, Dan and I discuss a concept from Cameron Herold’s book “Meetings Suck”. Throughout the world, businesses have meetings that are extremely inefficient wasting money and time. Listen as we look back at our failures and struggles in trying to build meetings that are more efficient, and how we have improved our meetings over time. We challenge listeners to ask; How quickly can this meeting get...
Oct 20, 2020•9 min•Ep. 210
Most people who say they have a zero percent loan were really only given half truths! 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. We have to be an educated buyer so joining me on YouTube as I walk through the numbers of buying a car on a “zero percent” loan and show you why the concept of...
Oct 19, 2020•8 min•Ep. 209
We are starting our own Vlog! On today's episode of the Better Wealth LIVE we welcome Joseph Smith to the BetterWealth team. Listen as Joseph shares his story, his passion for video production, and how he got connected with BetterWealth. Listen as we share the goals behind the Vlog he is working on. We can't wait to share with you his abilities and story telling talents on video. Stay tuned for updates for when we launch our very own BetterWealth Vlog! #BetterWealth 📞 Free 15 Minute Clarity Cal...
Oct 18, 2020•32 min•Ep. 208
The tool that literally pays you to take money over the course of time. In today's Better Wealth Episode of From the Front-lines, Jereme and I talk about the power of the residential mortgage. I dive deeper into my idea of “Cost of Capital” or “Control Cost” and how opportunity cost (good or bad) relates. Listen as Jereme walks through a front-line case study of how a Residential Mortgage helped a client live more intentionally. Jereme breaks down why Residential Mortgages are one of the most ef...
Oct 15, 2020•19 min•Ep. 207
The value of a business is a function of how well the financial capital and the intellectual capital are managed by the human capital. In today's Better Wealth Episode, I had the pleasure to sit down with David Bookbinder, is a Senior Director of Evaluation Services, known as a collaborative adviser, he is a corporate finance executive focusing on business and intellectual property valuation. Listen as David shares his story of being a single dad working for multiple companies to learn the impor...
Oct 14, 2020•43 min•Ep. 206
Biohacking tricks for better health, wealth and happiness might not be as efficient if you don’t focus on the basics first. In today's Better Wealth Breakdown, Dan and I break down the concept of biohacking and why so many people use them to build a better mindset in health, wealth or finances. As biohacking becomes more popular we reflect back on some of the biohacks we have talked about in past episodes such as cold showers, blue-light glasses, sun tanning, eating healthy, etc… But today we ch...
Oct 13, 2020•10 min•Ep. 205
Twelve Important Lessons I have learned from Robert Kiyosaki. In today's Better Wealth Episode, I pay tribute to Robert Kiyosaki, author of “Rich Dad Poor Dad’ which has impacted millions of people. Many philosophies he writes about have been key to the foundation of BetterWealth. Listen as I share with you 12 key lessons from Robert Kiyosaki and his ideas that have greatly impacted my mindset and life; 1.) Rat Race, 2.) Don’t Work for Money, 3.) Money is a Tool, 4.) Assets, 5.) Assets vs Liabil...
Oct 12, 2020•21 min•Ep. 204
The Raptor Aircraft has taken flight and I am going to buy it! In today's Better Wealth Episode, I talk about how I would pay for the Raptor Aircraft. The Raptor Aircraft is planned on being sold for 130k. I talk about the three different approaches I could use to purchase this new Aircraft; pay cash, use my AND Asset, or use a combination of my AND Asset and a Lender. Join me on YouTube as I demonstrate each one of my approaches to see which option would be the most efficient way for me to purc...
Oct 09, 2020•12 min•Ep. 203
Using a Debt Framework can develop conversation around consumer debt so one can begin living more intentionally and become more efficient with money now and in the future. In today's Better Wealth Episode of From the Frontlines, Jereme and I give an overview of the conversations we have with people around the idea of debt. When people come to us the most troubling debts we see are student loans and credit cards. Good debt is a tool to put money back into your pocket. Bad debt is the opposite, ta...
Oct 08, 2020•19 min•Ep. 202
Obstacles aren’t always something in your way, they may actually be THE Way to success. In today's Better Wealth Episode, I had the privilege of interviewing Sam Bakhtair, a doctor, CEO, author, World-Class Bodybuilder, and multi-millionaire entrepreneur. Sam shares his story of being an immigrant who viewed obstacles not as an excuse not to continue, but as pieces of his journey in THE Way toward success. He learned how to make his passions his paycheck and helped millions to have a better life...
Oct 07, 2020•32 min•Ep. 201
In today's Better Wealth Episode, we are celebrating our 200th episode. I take a few moments to reflect back on the commitment and the work that goes into daily creating content and episodes. I am grateful to my team and the players behind the scenes that make this work and have helped our podcast grow. We had some big milestones during this time such as surpassing 100k downloads for the podcast alone, we obtained BetterWealth.com, we have grown our team, we have become super clear on our missio...
Oct 06, 2020•26 min•Ep. 200
In today's Better Wealth Breakdown , Dan and Caleb talk about the difference between Producing vs. Reducing, and how to shift your mindset toward abundance from scarcity in your life and business. For example, many business owners spend too much time thinking about how to reduce their tax liability, but not enough time thinking about how to maximize their production. Reduction had a minimal impact which is limited, while production can have an unlimited impact. Dan also talks about how it's poss...
Oct 05, 2020•7 min•Ep. 199
In today's BetterWealth Podcast, Caleb reflects on the importance of gratitude and abundance as an everyday mindset. Whether things are going well, or when you’ve had a crazy busy or complete disaster of a week, a gratitude and abundance mindset can be difficult to maintain. Caleb shares some thoughts about taking time to pause and reflect to avoid being overcome with the challenges in our lives. #BetterWealth 📞 Free 15 Minute Clarity Call: https://bttr.ly/ytclarity 📕 The And Asset Book: https...
Oct 02, 2020•6 min•Ep. 198
In today's BetterWealth Podcast, Caleb and Jereme discuss what it looks like to take extreme ownership of your money. Taking responsibility and being accountable is critical if we want to create the life we want. But there’s a problem. Accountability and responsibility can be painful. In this episode, Jereme and Caleb talk about what it means to take extreme ownership of your money, and how to identify the heart of the matter in our financial struggles. #BetterWealth 📞 Free 15 Minute Clarity Ca...
Oct 01, 2020•13 min•Ep. 197
Personal finance isn’t something most people learn in school. Unless you happen to be one of Dan Sheeks’ students! In today's BetterWealth Podcast, Caleb talks with Dan Sheeks. Dan is a contributing blog writer for Bigger Pockets and has written several articles for the Bigger Pockets blog regarding a variety of subjects for young investors. In late 2019 Dan launched the SheeksFreaks community with a simple blog website and an Instagram page. The mission was simple: to provide young people with ...
Sep 30, 2020•49 min•Ep. 196
In today's Better Wealth Breakdown , Dan and I discuss why toilet paper can teach you a thing or two about emergency funds. Several months ago when COVID hit, the grocery store shelves were immediately emptied of bathroom tissue by a panicked American public. In a time of crisis, the toilet paper was the first thing people hoarded. Some people were caught off guard, having only a few days supply of TP in their home. Others simply went into their emergency stash of Cottonelle and didn’t break a s...
Sep 29, 2020•6 min•Ep. 195
What is your Return on Result? In today's Better Wealth Episode, I talk about the most important framework in your personal and professional life. It really serves as the foundation to start thinking about money in a powerful way. Whether you have millions of dollars or are drowning in debt, this is the best framework for you. Get your Financial X-Ray here: https://bttr.ly/xray #BetterWealth 📞 Free 15 Minute Clarity Call: https://bttr.ly/ytclarity 📕 The And Asset Book: https://bttr.ly/book 💸 ...
Sep 28, 2020•17 min•Ep. 194
Where you put your money shows where your values are. In today's Better Wealth Episode, I am joined by another of our BetterWealth Coaches, Dominic Rufran. Dominic is an avid LinkedIn poster creating funny yet inspiring videos that usually go viral in the LinkedIn community. Listen with me as we watch this new video “Where Should I Invest My Money.” Listen as we dive deeper into the ideas and concepts of value creation, consumption vs savings, money as a tool, intentional living and where you sh...
Sep 24, 2020•10 min•Ep. 193
Most retirement planning is focused entirely on the accumulation phase, but it is the distribution phase where many retirees face even greater risk. In today's Better Wealth Episode, I had the honor and pleasure to interview Wade Pfau, expert in retirement and income distribution strategies. Out of all my interviews this one was one of the deepest and most informational as it comes to topics in retirement strategies. Wade is extremely well researched and in our conversation we discussed problems...
Sep 23, 2020•54 min•Ep. 192
There are little things you can do in your life that might just change the world. In today's Better Wealth Breakdown, Dan and I discuss the book “Make Your Bed” by Admiral William McRaven and the principles behind consistency. Listen as we share the little things we each are doing every day, that might seem small, but give us big wins first thing in the morning. BetterWealth Links & Resources: “Make Your Bed” by US Navy Admiral William H McRaven *YouTube Speech #BetterWealth 📞 Free 15 Minut...
Sep 22, 2020•5 min•Ep. 191
If you don’t actually know what you want to accomplish, then it’s like running around not knowing where the finish line is. In today's Better Wealth Episode, I share with you a recent experience I had training with a friend for a half marathon and the difficulty of that journey. Listen as I share why knowing where my house was gave me the clarity to push through the pain to the finish line and why that relates to finances and intentional living. #BetterWealth 📞 Free 15 Minute Clarity Call: http...
Sep 21, 2020•7 min•Ep. 190
Welcome back to another episode of Better Wealth LIVE . Mariah and I look at the current US Debt clock and answer several questions about paying off high interest debt, student loan debt, and identifying good debt and bad debt. We also discuss an upcoming podcast with Wade Pfau author of "Safety-First Retirement Planning" and we discuss an upcoming event I am doing with my friend Kim Butler (be sure to look for my interview with her on YouTube) and be sure to check out one of my first episodes o...
Sep 19, 2020•31 min•Ep. 189
Being the MVP of a sport, like Tom Brady, isn’t any different than being the MVP of your life and your finances. In today's Better Wealth Episode, I am joined by another of our BetterWealth Coaches, Dominic Rufran. Dominic is an avid LinkedIn poster creating funny yet inspiring videos that usually go viral in the LinkedIn community. Listen with me as we watch his Video "Be the Tom Brady of Your Finances." Join us as we dive deeper into the R.O.R, investing in yourself, and what it means to live ...
Sep 17, 2020•9 min•Ep. 188
The world of transactional relational it is in itself transaction by design, but BetterWealth seeks to develop and continue to grow in a transformational model of wealth. In today's Better Wealth Episode, In today’s show I am honored to have been joined by two of our clients Bill and Kelly Bohnhoff. Listen as they share their story of discovering BetterWealth, becoming believers in the mission and then clients who turned into raving fans, and now, are dear friends. Join me as the Bohnhoff’s give...
Sep 16, 2020•55 min•Ep. 187
The traditional way of thinking says your greatest asset is your biggest purchase, but what if your greatest asset wasn’t something you purchased? In today's Better Wealth Breakdown, Dan and I discuss a home inspection company slogan seen on the company vehicle. While an asset is defined as anything that puts money back in your pocket, yet the traditional way of thinking says that your biggest purchase is your biggest asset. We would argue that your greatest asset isn’t something you purchased, ...
Sep 15, 2020•9 min•Ep. 186
When life insurance is set-up and used properly is the KEY to unlock everything in the future. In today's Better Wealth Episode, I explain why it is important not to see life insurance as an end game, but rather as a key that unlocks so many other things in your life. Listen as I reflect back on an episode I did with Rich Keller and how we were able to find Better Wealth’s One Word for Life Insurance - KEY. Today in this episode I spend time breaking down for you 6 incredible ways Life Insurance...
Sep 14, 2020•9 min•Ep. 185
Today Mariah is back in the studio with me as we discuss our recent webinar Taxbot launch and the X-Ray call we offer here at BetterWealth and dive deep into why a financial X-Ray call and why they are beneficial to each person. We also answer some questions from listeners about how life insurance loans work and questions from some listeners on why we should save. BetterWealth Links & Resources: Episode #180: Buy Term and Invest the Difference, Exposed Episode #181: Your Financial Junk Drawe...
Sep 12, 2020•46 min•Ep. 184
Stop being a sucker to the banking institution! In today's Better Wealth Episode, I am joined by another of our BetterWealth Coaches, Dominic Rufran. Dominic is an avid LinkedIn poster creating funny yet inspiring videos that usually go viral in the LinkedIn community. Listen as we watch the video "Sucker" and then dive deeper into the ideas and concepts of his videos. In this episode we discuss why most institutions, like banks, are becoming massively wealthy and most people don’t understand wh...
Sep 10, 2020•15 min•Ep. 183
