In today's BetterWealth episode, I and joined by Dom, our And Asset Specialist, as we review a video where Dave Ramsey and a life insurance agent get into a heated argument over overfunded whole life insurance. Listen as Dom and I break down the points made by both sides and see who we believe wins! #BETTERWEALTH For more information on BetterWealth or the content you hear on the Podcast, visit us at www.betterwealth.com/podcast . #BetterWealth 📞 Free 15 Minute Clarity Call: https://bttr.ly/ytc...
Sep 03, 2021•30 min•Ep. 394
In today’s episode of the BetterWealth Podcast, I had the pleasure of interviewing Jason Hartman.Jason’s Complete Solution for Real Estate Investors™ is a comprehensive system providing real estate investors with education, research, resources and technology to deal with all areas of their income property investment needs. Listen as Jason shares his story. #BETTERWEALTH For more information on BetterWealth or the content you hear on the Podcast visit us at www.betterwealth.com/podcast . Guest Bi...
Sep 01, 2021•52 min•Ep. 393
In today's BetterWealth episode, I am joined with Matt Fore, host of the Ice Cream With Investors Podcast as we share with you an in-depth mini series on real estate. Listen as Matt discusses how crowdfunding or crowdsourcing investments in real estate work, the pros and cons, and even who would be an ideal candidate for investing in this type of real estate. Be sure to check out more real estate content on Matt’s Podcast “Ice Cream With Investors” https://ice-cream-with-investors.captivate.fm/ ...
Aug 30, 2021•9 min•Ep. 392
In today's BetterWealth episode, I am joined by Dom as we discuss the real rate of return of whole life insurance. #BETTERWEALTH For more information on BetterWealth or the content you hear on the Podcast visit us at www.betterwealth.com/podcast . #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...
Aug 27, 2021•21 min•Ep. 391
Episode Description: In today's BetterWealth episode, I am joined with Matt Fore, host of the Ice Cream With Investors Podcast as we share with you an in-depth mini series on real estate. Listen as Matt discusses large multi family complexes, the pros and cons of investing in apartments and what to expect as you dive into the market. Matt also breaks down the upcoming mindset of individuals in the Renting Culture and why that can be a huge benefit in the large multi family investment space. Be s...
Aug 23, 2021•12 min•Ep. 390
In today's BetterWealth episode, I am joined with Right-Hand Dan as we discuss topics around taxes in our BetterWealth Tax series. Listen as Dan talks about the Disaster Relief Tax Code and how reasonable expenses related to the pandemic can be deducted by your business and tax free to your employees. Find out more at BetterWealth Tax - https://www.betterwealth.com/tax Financial Advice Disclaimer: All content on this channel is for education, discussion and illustrative purposes only and should ...
Aug 20, 2021•7 min•Ep. 389
In today's BetterWealth episode, I am joined with Matt Fore, host of the Ice Cream With Investors Podcast as we share with you an in-depth mini series on real estate. Listen as Matt answers a few commonly asked questions around Heloc for investing in other properties, 1031 exchange time limits, what do I do with bad tenants and Cash for Keys, as well as, discussing whether you should invest in real estate when the market seems too high. Be sure to check out more real estate content on Matt’s Pod...
Aug 18, 2021•12 min•Ep. 388
In today's BetterWealth episode, I am joined with Matt Fore, host of the Ice Cream With Investors Podcast as we share with you an in-depth mini series on real estate. Listen as Matt breaks down the small multi family real estate investments, the summary, the benefits/pros and the cons. Even with the secret of duplexes and house hacking being a popular starter investment plan, Matt shares a few places to learn more and become familiar with the strategy. Be sure to check out more real estate conte...
Aug 16, 2021•9 min•Ep. 387
In today's BetterWealth episode, I am joined with Right-Hand Dan as we discuss topics around taxes in our BetterWealth Tax series. Listen as Dan talks about the classification and definitions of travel frequency, necessity and documentation. Dan shares some details of the tax rule and how you can use this rule to better maximize your tax deductions when traveling for business. Find out more at BetterWealth Tax - https://www.betterwealth.com/tax Financial Advice Disclaimer: All content on this ch...
Aug 13, 2021•9 min•Ep. 386
In today's BetterWealth episode, I am joined for a second time by Kirk Hortle who is a dear friend, business partner and former firefighter. Listen as he talks about his story and the intentional life he has built for himself and his family. Kirk is ultimately living a “retired” life, but when you ask him he doesn’t worry about money, but still invests into multiple ways of accumulating value and service of others. Kirk talks about his mindset of living a life of efficiency. Kirk talks about val...
Aug 11, 2021•47 min•Ep. 385
In today's BetterWealth episode, I am joined with Matt Fore, host of the Ice Cream With Investors Podcast as we share with you an in-depth mini series on real estate. Listen as Matt breaks down the BRRR (Buy, Rehab, Rent and Refinance) Strategy. This method isn’t new, but it has trickled down from commercial real estate to single family real estate. Listen as Matt shares his positive experience with the BRRR Method. We also talk about the pros and cons of the BRRR Method and why it’s a bit more ...
Aug 09, 2021•8 min•Ep. 384
In today's BetterWealth episode, I am joined with Right-Hand Dan as we discuss topics around taxes in our BetterWealth Tax series. Listen as Dan shares with us why business owners would be taking advantage of tax-free income using the Augusta Rule. Listen as we describe how you can rent out your home or place of business and earn tax-free income. Find out more at BetterWealth Tax - https://www.betterwealth.com/tax Financial Advice Disclaimer: All content on this channel is for education, discuss...
Aug 06, 2021•7 min•Ep. 383
In today's BetterWealth episode, I had the pleasure of interviewing Paul Adam, CEO and founder of Sound Financial Group. Paul is a successful entrepreneur that has learned how to move from career ambition of aimless mindsets to a mindset of lifestyle ambition where he has designed his lifestyle to be what he wants for himself and his family. We also talk about the “dirty word” retirement! Listen as Paul talks about the history of the word retirement and why the marketplace definition of one’s va...
Aug 04, 2021•49 min•Ep. 382
In today's BetterWealth episode, I am joined with Matt Fore, host of the Ice Cream With Investors Podcast as we share with you an in-depth mini series on real estate. Listen as Matt answers a few commonly asked questions around tax benefits, building a real estate team, and the pros/cons of having a real estate license. Be sure to check out more real estate content on Matt’s Podcast “Ice Cream With Investors” https://ice-cream-with-investors.captivate.fm/ #BETTERWEALTH For more information on Be...
Aug 02, 2021•9 min•Ep. 381
In today's BetterWealth episode, I am joined with Dan Kaminski the head of operations here at BetterWealth and today we are introducing, BetterWealth Tax. A common theme we get among our clients is paying too much in taxes and here at BetterWealth we desire to unlock intentional living so we are bringing in house several tax attorneys, CPA and other tax experts to better serve our clients. Listen as we talk about our goal to change the mindset from tax prep (reactive) to tax planning (proactive)...
Jul 30, 2021•10 min•Ep. 380
In today's BetterWealth episode, I am joined by a good friend and the person who inspired, pushed me and even helped me to write my book “The And Asset”. BetterWealth family I am excited to have Jay Cline on the show with me today as he shares his story, his personal background in ministry and his wisdom in finances. Listen as we discuss how Jay doubles his money and bridges the gap between creating surplus and multiplying surplus to build capital needed to create opportunities, what Jay likes t...
Jul 28, 2021•43 min•Ep. 379
In today's BetterWealth episode, I am joined with Matt Fore, host of the Ice Cream With Investors Podcast as we share with you an in-depth mini series on real estate. Listen as Matt breaks down in an easy step-by-step comprehensive approach investing into real estate. On today’s episode Matt talks about real estate investing with homes that are being flipped. Listen as we talk about the pros and cons of flipping homes, why quick turn around can be attractive, but long term passive cashflow can b...
Jul 26, 2021•8 min•Ep. 378
In today's BetterWealth episode, I am joined by Dan Kaminski, the head of operations here at BetterWealth. In today’s episode we are talking about dental hygiene and connecting the practice of dental care to financial care. Listen as we talk about the importance of generational wisdom and how financial education today might cause impactful ripple effects in the generations of your family in the future. #BETTERWEALTH For more information on BetterWealth or the content you hear on the Podcast visi...
Jul 23, 2021•6 min•Ep. 377
In today's BetterWealth episode, I had an extremely special guest on the show, Armita Hosseini, Founder and Executive Director at EmpowerEconan and author of Roadmap to Financial Literacy: An Introduction to Personal Finance For Teenagers. Armita is only 16 years old and one of the most articulate people I have spoken to about money. Listen as she talks about finding a book “Secrets of The Millionaire Mind” at 8 years old and discovering the world of finance and financial literacy which lead to ...
Jul 21, 2021•36 min•Ep. 376
In today's BetterWealth episode, I am joined with Matt Fore, host of the Ice Cream With Investors Podcast as we share with you an in-depth mini series on real estate. Listen as Matt breaks down in an easy step-by-step comprehensive approach investing into real estate. On today’s episode Matt talks about real estate investing and single family homes, the pros/cons, the good, bad and ugly and whether or not this would be a good investment for you. Be sure to check out more real estate content on M...
Jul 19, 2021•11 min•Ep. 375
In today's BetterWealth episode, I am joined in the studio by Dan Kaminski, the head of operations at BetterWealth and today on the BetterWealth breakdown we are talking about refinancing your car. Dan shares with us a statistic he read that 5million car loans are 90 days overdue. Listen as we talk about refinancing, cash out refinancing, How you pay for a car is extremely important. Most Americans are only aware of their monthly payments and know very little about the terms of their loan. Liste...
Jul 16, 2021•8 min•Ep. 374
In today's BetterWealth episode, I had the pleasure of interviewing a father and son duo as we discussed their expertise in estate planning, LLC’s and Trusts. Mark is the Senior Partner at Wyoming LLC Attorney and is accompanied by his son Andrew the firm's Paralegal. Listen as we discuss the benefits of LLC’s and Trusts that when set up and used properly can protect assets, anonymously title property or as part of a larger estate plan. In my time with Mark and Andrew we only scratched the surfa...
Jul 15, 2021•33 min•Ep. 373
In today's BetterWealth episode, I am joined with Matt Fore, host of the Ice Cream With Investors Podcast as we share with you an in-depth mini series on real estate. Listen as Matt breaks down in an easy step-by-step comprehensive approach investing into real estate. On today’s episode Matt shares with us the 3 Principles of Real Estate 1.) Buy For Cash Flow 2.) Secure Long Term Low Leverage Finance 3.) Keep Cash For A Rainy Day. Be sure to check out more real estate content on Matt’s Podcast “...
Jul 13, 2021•13 min•Ep. 372
In today's BetterWealth episode, I am joined by Dominic Rufran our And Asset Specialist as we discuss legacy and the Rockefeller Method. Join us on our YouTube Channel as I use my own family as an example on the whiteboard to demonstrate the power of the waterfall method. If you want to learn more about the Rockefellers be sure to check out our episode with Garrett Gunderston and his book “What Would The Rockefellers Do?”. Be sure to check out our And Asset Vault to learn all you can about the A...
Jul 09, 2021•15 min•Ep. 371
In today's BetterWealth episode, I have the pleasure of introducing a dear friend, Matt Fore. Listen as Matt discusses his story and journey to discovering his niche and love for finances and real estate. Matt joins me here in my studio today, because we are introducing a real estate mini series we have done together and will be releasing on the BetterWealth podcast over the next several weeks. We have also been working alongside Matt in helping him produce his own real estate podcast called “Ic...
Jul 07, 2021•33 min•Ep. 370
In today's BetterWealth episode, I share with you a training I had with a group of agents as we dove into the third section of the AND Asset. Listen as I share my perspective on section two of the AND Asset book: The Controlled Compounding Strategy #BETTERWEALTH For more information on BetterWealth or the content you hear on the Podcast visit us at www.betterwealth.com/podcast . Episode Links & Resources: Check out the AND Asset Vault: https://www.betterwealth.com/vault Section 1 of the And ...
Jul 05, 2021•51 min•Ep. 369
In today's BetterWealth episode, Dom and I address how to properly structure a whole life policy. While most financial influencers, such as Dave Ramsey, think life insurance is a horrible place to put your money, I share with you why I agree but why I also know that a properly structured policy is night and day difference. Listen as Dom and I talk about the power of a properly structured whole life insurance policy. Be sure to join us on YouTube as we demonstrate with numbers three different pol...
Jul 02, 2021•18 min•Ep. 368
In today's BetterWealth episode, I interview Mario Torrez, Firefighter/Paramedic from Phoenix, Arizona, and BetterWealth client, who talks about his challenging upbringing and home life, and struggle with substance abuse since the young age of 13. After losing his family and barely hanging onto his career, Mario embarks on his personal journey of sobriety, invests in finding himself, and begins immersing himself with financial knowledge, including The And Asset. With a renewed sense of purpose a...
Jul 01, 2021•43 min•Ep. 367
In today's BetterWealth episode, I share with you a training I had with a group of agents as we dove into the second section of the AND Asset. Listen as I share my perspective on section two of the AND Asset book: Compounding & Control. #BETTERWEALTH For more information on BetterWealth or the content you hear on the Podcast visit us at www.betterwealth.com/podcast . Episode Links & Resources: Check out the AND Asset Vault: https://www.betterwealth.com/vault #BetterWealth 📞 Free 15 Minu...
Jun 28, 2021•57 min•Ep. 366
In today's BetterWealth episode, I am joined by Dominic Rufran as we talk about the AND Asset and get into the nitty gritty of what happens when lapsing your policy. The policy is a contract between the company and the owner, both people are contracted to uphold specific requirements. Listen as we talk about the details of ways you can have your policy lapse, the tax implications, premium payment deadlines, and other options you have regarding your policy. It is extremely important in the end to...
Jun 25, 2021•15 min•Ep. 365
