Efficiency is when you can maximize your distribution and cover your assets! 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 the Covered Asset Strategy or an annuity is one distribution strategy to discuss, especially if you do not feel comfortable placing your money in the market. Companies with annuity strategies might give you the ability to take out more than 4% at retire...
Jan 18, 2021•15 min•Ep. 274
I am joined by my fiance, April Disher! In today's Better Wealth Episode, I introduce you to one of the newest members to the BetterWealth Team April Disher, who is also my fiance. Listen as April and I talk about how we met, why she originally dumped me, our core values, the non-negotiables, and what we are looking forward to in the future! I also highlight April’s passion in heath and her new position here in the company. Be sure to check out more about April and her BetterHeath Podcas t ! #BE...
Jan 15, 2021•43 min•Ep. 273
The AND Asset Handbook Chapter 9: #1 Asset In today's Better Wealth Episode, I am joined by Aaron Diemer as we walk through the AND Asset Handbook Chapter-by-Chapter. In this episode Aaron will be reading Chapter 9: #1 Asset, while I add some commentary at the end. This is your final chapter of the Handbook so if you haven’t yet listened to the other episodes be sure to go back and listen. Get your own copy of our new updated “AND Asset Handbook” and follow along with us as we read and discuss t...
Jan 14, 2021•10 min•Ep. 272
The AND Asset Handbook Chapter 8: The Ability and Incentive To Save More Money In today's Better Wealth Episode, I am joined by Aaron Diemer as we walk through the AND Asset Handbook Chapter-by-Chapter. In this episode Aaron will be reading Chapter Chapter 8: The Ability and Incentive To Save More Money, while I add some commentary at the end. Get your own copy of our new updated “AND Asset Handbook” and follow along with us as we read and discuss this powerful resource. If you have any question...
Jan 13, 2021•7 min•Ep. 271
The AND Asset Handbook Chapter 7: Legacy and Protection In today's Better Wealth Episode, I am joined by Aaron Diemer as we walk through the AND Asset Handbook Chapter-by-Chapter. In this episode Aaron will be reading ChapterChapter 7: Legacy and Protection, while I add some commentary at the end. Get your own copy of our new updated “AND Asset Handbook” and follow along with us as we read and discuss this powerful resource. If you have any questions or feedback please reach out by emailing info...
Jan 12, 2021•6 min•Ep. 270
The AND Asset Handbook Chapter 6: Retirement Cashflow In today's Better Wealth Episode, I am joined by Aaron Diemer as we walk through the AND Asset Handbook Chapter-by-Chapter. In this episode Aaron will be reading Chapter 6: Retirement Cashflow, while I add some commentary at the end. Get your own copy of our new updated “AND Asset Handbook” and follow along with us as we read and discuss this powerful resource. If you have any questions or feedback please reach out by emailing info@betterweal...
Jan 11, 2021•13 min•Ep. 269
The AND Asset Handbook Chapter 5: Control and Use In today's Better Wealth Episode, I am joined by Aaron Diemer as we walk through the AND Asset Handbook Chapter-by-Chapter. In this episode Aaron will be reading Chapter 5: Control and Use, while I add some commentary at the end. Get your own copy of our new updated “AND Asset Handbook” and follow along with us as we read and discuss this powerful resource. If you have any questions or feedback please reach out by emailing info@betterwealth.com o...
Jan 08, 2021•14 min•Ep. 268
The AND Asset Handbook Chapter 4: Lifetime Growth In today's Better Wealth Episode, I am joined by Aaron Diemer as we walk through the AND Asset Handbook Chapter-by-Chapter. In this episode Aaron will be reading Chapter 4: Lifetime Growth, while I add some commentary at the end. Get your own copy of our new updated “AND Asset Handbook” and follow along with us as we read and discuss this powerful resource. If you have any questions or feedback please reach out by emailing info@betterwealth.com o...
Jan 07, 2021•19 min•Ep. 267
The AND Asset Handbook Chapter 3: The Science In today's Better Wealth Episode, I am joined by Aaron Diemer as we walk through the AND Asset Handbook Chapter-by-Chapter. In this episode Aaron will be reading Chapter 3: The Science, while I add some commentary at the end. Get your own copy of our new updated “AND Asset Handbook” and follow along with us as we read and discuss this powerful resource. If you have any questions or feedback please reach out by emailing info@betterwealth.com or bookin...
Jan 06, 2021•18 min•Ep. 266
The AND Asset Handbook Chapter 2: The AND Asset Overview In today's Better Wealth Episode, I am joined by Aaron Diemer as we walk through the AND Asset Handbook Chapter-by-Chapter. In this episode Aaron will be reading Chapter 2: The AND Asset Overview, while I add some commentary at the end. Get your own copy of our new updated “AND Asset Handbook” and follow along with us as we read and discuss this powerful resource. If you have any questions or feedback please reach out by emailing info@bett...
Jan 05, 2021•12 min•Ep. 265
The AND Asset Handbook Chapter 1: The Financial Pyramid & The 4 Guiding Principles In today's Better Wealth Episode, I am joined by Aaron Diemer as we walk through the AND Asset Handbook Chapter-by-Chapter. In this episode Aaron will be reading Chapter 1: The FInancial Pyramid & The 4 Guiding Principles while I add some commentary at the end. Get your own copy of our new updated “AND Asset Handbook” and follow along with us as we read and discuss this powerful resource. If you have any q...
Jan 04, 2021•17 min•Ep. 264
The New Year brings a reflection of the past year and plans for intentional living in the New. Goodbye 2020 and Welcome 2021! In today's Better Wealth Episode, I say goodbye to 2020, welcome in 2021 and share with you our goals this year here at BetterWealth. Listen as I talk about our company goals of working through EOS (Entrepreneurial Operating System), creating Playbooks and Courses for advisors to learn how to run a full virtual company, The AND Asset movie, the X-Ray, and our Unlimited Co...
Jan 01, 2021•26 min•Ep. 263
Decisions made in a vacuum are not wise choices! In today's Better Wealth Episode of From the Front-lines, Jereme and I have been bringing you several episodes where we focus on case study from people we are working on the front lines. In this fourth case study we discuss the case study of someone who came to us and wanted to have the AND Asset, but was shocked to learn what happens when decisions are made in a vacuum and what it looks like to gather data, look at a model, use tools most efficie...
Dec 31, 2020•20 min•Ep. 262
So many people play small and are afraid of taking big risks! In today's Better Wealth Episode, I have the pleasure of interviewing Joe Sanok, thought leader, productivity researcher, speaker, author, and business owner. Joe shares his story of working in counseling, mental health, a career in a community college, and his journey of discovering his passion project for something bigger and better. In his new upcoming book “Thursday As The New Friday” Joe shares a sneak peak by discussing with me ...
Dec 30, 2020•38 min•Ep. 261
We have over $100 trillion in unfunded liabilities in this country!!!! In today's Better Wealth Breakdown, Dan and I discuss a concept in the book “Managing Foundations and Charitable Trusts” by Roger Silk that Social Security is a Government Sponsored Ponzi Scheme. Listen as Dan and I dive into the history of Social Security, how it was established, the seven reasons why it is like a ponzi scheme, the three reasons why it is different and what the future of social security might look like in th...
Dec 29, 2020•18 min•Ep. 260
There are major problems with retirement planning! In today's Better Wealth Episode, I will be getting into the nuts and bolts of 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. Today I will show you how you can use the volatility buffer today to create more certainty in retirement. Join me on our BetterWealth YouTube Channel to...
Dec 28, 2020•14 min•Ep. 259
Merry Christmas from the BetterWealth Team! In today's Better Wealth Episode, we wish you a very Merry Christmas! I sit down with Mariah and talk about fun family traditions, charity, celebrations for this holiday season and reflect on all the blessings we have had over 2020. In a short episode we just want to say thank you for your love and support and today on Christmas we wish you a time of joy, blessings and intentional living! Merry Christmas and Happy Holidays! #BETTERWEALTH For more infor...
Dec 25, 2020•12 min•Ep. 258
You can have zero debt and make over 100k a year and still run out of money in retirement. In today's Better Wealth Episode of From the Frontlines, Jereme and I have been bringing you several episodes where we focus on case study from people who are working with us in our Unlimited Program. In this third episode we discuss the case study of someone making over 100k a year, but after putting their financials on our Model they see they will only make it 6 years into retirement before they run out ...
Dec 24, 2020•18 min•Ep. 257
Money is attached to every aspect of your life! In today's Better Wealth Episode, I had the pleasure of interviewing Heidi Peters, Owner and President of RDH Insurance advocating as a wealth professional for health care providers in Disability Insurance. Listen to her childhood story of family health struggles which led to the continual struggles with money. Listen as she shares her own experience as a dental hygienist and her career ending injury. Heidi shares with me why “income protection” wa...
Dec 23, 2020•36 min•Ep. 256
Motivation & Success come when you can be honest and self aware in the areas of what you are good at, then double down and work hard in those areas. In today's Better Wealth Breakdown, Dan and I discuss a concept from Andrew Grove’s book “High Output Management” about changing the mindset that you are only an employee and begin owning your space, your work, and experiencing explosive growth in your work and life. To increase your effectiveness it will require you to own what you are good at ...
Dec 22, 2020•8 min•Ep. 255
The most important thing you need for investing or saving…. have a clear picture of the end in mind! In today's Better Wealth Episode, I discuss the 4% rule and the sequence risk loss, because I see so many people not have the end in mind when they invest or save. We should be planning to maximize our future “Retirement” income from the beginning. Focusing now with the end in mind should be creating more certainty and more capital in your retirement. Listen as I share clips from previous podcast...
Dec 21, 2020•16 min•Ep. 254
We are making a movie!!! In today's Better Wealth, I am joined by documentary filmmaker Jason Rink who is working with BetterWealth to make the And Asset Documentary, to be released in 2021. In this episode we give some updates on the production, some of the content we plan to put in the film, and share some requests for help from the BetterWealth podcast audience. For more information on BetterWealth or the content you hear on the Podcast visit us at www.betterwealth.com/podcast . #BetterWealth...
Dec 19, 2020•21 min•Ep. 253
Efficiency, Consistency and Accountability in tracking your money can save thousands and maybe millions! In today's Better Wealth Episode of From the Frontlines, Jereme and I are bringing you several episodes where we focus on case study from people who are working with us in our Unlimited Program. In this second episode we discuss how Jereme was able to use our Unlimited Model to help these clients find $2.5 million they didn’t know they had. Here at BetterWealth our Model is a mathematical too...
Dec 17, 2020•23 min•Ep. 252
Building wealth with low risk! In today's Better Wealth Episode, I had the pleasure of interviewing Criag author of “House Hacking” as he shares his incredible story and journey from San Francisco to getting a job in Denver with Bigger Pockets and then discovering his passion in House Hacking. Listen to his journey of developing a system for House Hacking through his first experience with setting up a curtain, no money, multiple mistakes, to creating an incredible business and becoming a testimo...
Dec 16, 2020•40 min•Ep. 251
Compounding doesn’t just apply monetarily, but can be applied to every aspect of life moving you either towards your goal or away from your goal. In today's Better Wealth Breakdown, Dan and I discuss the idea of “The Compound Effect” and how it can apply to every aspect of life, not just monetarily. In Darren Hardy’s book "The Compound Effect” he describes the old fashion siphon where you have to be pumping consistently over time in order to receive the overflow of your labor, but if you stop al...
Dec 15, 2020•8 min•Ep. 250
When the 2 Economic Powers, Accumulation and Distribution, do their job properly and in balance you can create a very efficient retirement plan. In today's Better Wealth Episode, I go back to my episode with Jason Sanger and philosophy on creating retirement income strategies. We have been getting a lot of feedback from this episode and I want to be able to breakdown Jason’s concept of the 2 Great Economic Powers and encourage you to be thinking with the end in mind. Listen as I share with you t...
Dec 14, 2020•16 min•Ep. 249
Confronting Dave Ramsey on his incorrect assessment of Overfunded Whole Life Insurance! In today's Better Wealth Episode, I share my reaction to the recent YouTube video where Dave Ramsey slams whole life insurance and implies those who deal in whole life insurance as scum! Today's episode is strictly my first reaction to the video, however, I will be creating a series of content breaking down these same concepts to give better examples, walk through the math, give testimonials, and more. In thi...
Dec 11, 2020•25 min•Ep. 248
You don’t have to be making a million dollars to be financially free! In today's Better Wealth Episode of From the Front-lines, Jereme and I are bringing you several episodes where we focus on case study from people who are working with us in our Unlimited Program. Listen as we describe in more detail our Unlimited program, the model, coaching, consultation, dialogue, and accountability. In today’s particular case study Jereme walks us through the power of consistency, discipline and vision. Lis...
Dec 10, 2020•22 min•Ep. 247
Some of the greatest companies may seem to have great vision, but where they really succeed is their alignment. In today's Better Wealth Breakdown, Dan and I discuss a famous quote from Jim Collins stating “Building a visionary company requires 1% vision and 99% alignment.” Businesses can become extremely successful when the company can become aligned and laser focused towards a vision. Dan and I challenge listeners to apply this same principle in life, “Is your time and money being best aligned...
Dec 08, 2020•8 min•Ep. 245
Interest - Money paid regularly at a particular rate for the use of money lent. In today's Better Wealth Episode, I discuss common questions I get around interest. Listen as I define three types of interest; simple, amortized and compound. The big question is how does knowing the definition of these types of interest relate to us? Most people have in their head which form of interest is good and which form of interest is bad. However, I challenge listeners to look at each form of interest throug...
Dec 07, 2020•14 min•Ep. 244
