Me and my guest Chris Kirkpatrick react to a Tiktok video on the Kai-Zen retirement strategy and give our thoughts on this IUL retirement strategy. Guest Bio Chris Kirkpatrick launched LIFE180 as a solution to a problem. As the director of business development for a Fortune 1000 life insurance / broker dealer, he became disenchanted with the financial industry because of the lack of education provided to clients and how "financial advisors" were really just glorified sales people. So... LIFE180 ...
Aug 03, 2022•11 min•Ep. 515
How do you know if you're truly successful? Or the bigger question, "how do you find your purpose in life? This is the age old question every person has asked themselves at least once. In this podcast I tackle these timeless questions with Laura Gassner Otting, a TEDx speaker who's sure to get your mind running with her thought provoking and inspiring messages. Guest Bio Over the course of my 20-year career studying, recruiting, and stewarding leaders through massive career change, I’ve witnesse...
Aug 01, 2022•42 min•Ep. 514
Today on the BetterWealth podcast I bring on Michael Bervell, a Harvard graduate, Portfolio Development Manager at Microsoft’s Venture Fund, Program Manager at Microsoft, and Software Engineer at Twitter. And that's just the beginning of his successes. Michael gives us insight into his philosophy and approach to succeeding not just in business but life. Guest Bio Michael Bervell is the author of “Unlocking Unicorns,” a bestselling book about the stories, habits, and lessons of billion-dollar sta...
Jul 29, 2022•40 min•Ep. 513
Today I have a guest that is sure to inspire and fire you up for whatever challenges lies ahead of you in business and in your life. Tommy Breedlove is a Wall Street Journal and USA Today Best Selling Author of the Book, "Legendary" and the founder of the Legendary Life Movement. A movement that empowers driven people to be Pros in Leadership, Business, Mindset, & their Relationships. Guest Bio Meet Tommy Breedlove, the Wall Street Journal and USA Today Best Selling Author of the Book, "Lege...
Jul 27, 2022•47 min•Ep. 512
Are we going to have a recession in 2022? And how do we best prepare to protect our investments during a market crash? I give my thoughts and advice on how to make sure you survive safely and potentially even thrive through the red. #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 C...
Jul 25, 2022•13 min•Ep. 511
These are 2 lessons I was taught by some very successful people in the business world and I'm sharing them with you today and also giving some deeper insight on how to apply them to your life. #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...
Jul 22, 2022•5 min•Ep. 510
In this episode I interview Tony Shavers, who is a longtime listener of the BetterWealth show and also owns and uses a properly structured whole life policy to better his life and financial journey. This interview highlights the power of properly structured life insurance and how you don't have to be wealthy to utilize its benefits. Guest Bio Tony Shavers III is an Amazon Best-Selling Author of the self-help book Is Your Dream Really Worth It? and a top 10 Finalist of the Author Academy Award. H...
Jul 20, 2022•21 min•Ep. 509
In this episode I sit down with David McKnight, the best-selling author of, "The Power Of Zero". We discuss many of the guaranteed, tax-free income streams and the misconceptions surrounding life insurance and other assets. David also goes into the data and gives us a glimpse into what our future tax system will look like with the continued inflation and national debt. Guest Bio David McKnight graduated from Brigham Young University with Honors in 1997. Over the past 22 years David has helped pu...
Jul 18, 2022•45 min•Ep. 508
I interview the Chief Operating Officer with Circle of Wealth®, Jeremy Shipp. We discuss actual retirement strategies that work and many of the falsehood surrounding retirement, real estate, and life insurance. Guest Bio Jeremy Shipp uses first-hand experiences combined with the ability to equate various financial aspects in providing well-rounded retirement advice. His unique financial and retirement strategies are the basis for his repeated appearances on the CBS 6 show Virginia This Morning. ...
Jul 15, 2022•49 min•Ep. 507
In the last 4 years I made 500 podcasts. These are 7 of the most important lessons I learned and my biggest takeaways. Youtube Video - https://youtu.be/CcFpVA_aPtw #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...
Jul 13, 2022•21 min•Ep. 506
I had the privilege of talking with Stephen Gardner on the latest episode of the BetterWealth Podcast. Stephen took Youtube by storm 2 years ago when he started making videos on the stimulus checks and delivering world news. Now in 2022, Stephen has amassed over 1.3 million followers, 188 million views, and become a best selling author. In this episode, Stephen and I discuss his journey on Youtube and how he has utilized life insurance to build wealth throughout his life. Guest bio Stephen is a ...
Jul 11, 2022•55 min•Ep. 505
In this Podcast I react to one of the videos that most impacted my life when I first started running the investment department at a bank, at 19 years old. I give a more in-depth look at the power of this Truth Concepts calculator and dive deep into the real numbers behind investing. Episode links and resources Watch the reaction - https://youtu.be/3NWfVpLUQII Original Video - https://youtu.be/5WhMolJnM9Q Truth Concepts - https://truthconcepts.com/...
Jul 08, 2022•18 min•Ep. 504
In this podcast I am giving my response to Todd Baldwen's critique of whole life insurance in his video, "Confessions of A life insurance agent - whole life is a scam". Original video - https://youtu.be/7YlferjOL8o #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...
Jul 06, 2022•6 min•Ep. 502
In this episode we welcome back Nick Aube, the founder of Risk MNGR, to discuss the importance of risk management and how to protect your financial legacy. Guest Bio Nick is a Risk Management advisor and the founder of Risk MNGR. Nick is committed to changing the insurance experience for successful individuals, families, and businesses. His comprehensive risk management approach is focused on better navigating the insurance marketplace, protecting assets, and managing risk. Nick works directly w...
Jul 02, 2022•27 min•Ep. 499
What is the true value of long term compounding? In this video I show you the ins and outs of compound interest and what the real value of your dollar can be over the course of several years. Episode link Watch The Podcast On Youtube - https://youtu.be/mDnXbQnhV6g #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/bwyoutu...
Jul 01, 2022•9 min•Ep. 501
What are the benefits of life insurance? Most people think of the death benefit only but in this podcast, Caleb and Dominic explain how with a properly structured life insurance policy you can access “living benefits” as well. #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: ...
Jun 29, 2022•12 min•Ep. 500
What's more valuable, earning an additional $120,000 or saving $12,000 in a year? The answer may surprise you! Watch the podcast on Youtube - https://youtu.be/KANQf2OVloc #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...
Jun 24, 2022•10 min•Ep. 498
What is an asset and what is a liability? Is it simply something that makes you money vs something that takes it? In this podcast I break down this investing concept and show you things aren’t always as cut and dry as they seem. #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...
Jun 22, 2022•8 min•Ep. 497
In this episode of the BetterWealth Podcast I talk with James Barber who runs the Youtube channel, Oregon Cash Flow Pro. We discuss the many advantages and disadvantages of IUL and Whole life as well as what a properly structured policy should look like. Later in the podcast James and I give our two cents on some big names in the IUL and whole life space we believe are sharing misleading information and products. Guest Bio James Barber runs the YouTube channel Oregon Cash Flow Pro, focusing on h...
Jun 20, 2022•1 hr 3 min•Ep. 496
In this podcast I share the advantages of whole life insurance and how it can positively impact your retirement. Learn more about the "And Asset" concept - https://bttr.ly/vault
Jun 17, 2022•6 min•Ep. 495
In this exclusive interview with Arcbound CEO Bryan Wish, we discuss what it means to become a thought leader and how to create your brand's "why". Guest Bio Bryan Wish is the CEO of Arcbound, focused on executing the strategic vision for Arcbound, growth and business development, and external Public Relations. He has built his career around mobilizing communities and bringing voices to the masses. From starting a content platform after college with 800+ contributing voices to creating a global ...
Jun 15, 2022•29 min•Ep. 494
Should you pay your taxes up-front or is it better to use a tax deferral? In this podcast I cover some of the common questions asked by people when it comes to taxes. #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 Free 15 Minute Clarity Call: https:/...
Jun 13, 2022•10 min•Ep. 493
In this special episode of the BetterWealth podcast I interview Michael lane the founder of Evidence 4 Faith. In this unique interview we share about our ministry and how our faith impacts our intentional living. Guest Bio Michael hails from the Southside of Chicago and graduated from Olivet Nazarene University in 1979. He moved to the Bahamas where he met Denise, another teacher at the private Christian school he was employed at. They have three children and six grandchildren. Michael did his g...
Jun 10, 2022•43 min•Ep. 491
Caleb and Dominic talk about why life insurance is not an investment but can still actually be one of the greatest foundational assets in your life when the policy is properly structured. #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...
Jun 08, 2022•14 min•Ep. 492
This is a special limited podcast announcing our 1st annual, "And Asset" Mastermind on June 24th - 25th in Denver CO. This event has a roster of incredible speakers such as Garrett Gunderson, Chris Naugle, Jayson Lowe, and many others! There's only a few spots left so if you're a finance professional, click the link below so you don't miss out on this highly sought after event! #BetterWealth Free 15 Minute Clarity Call: https://bttr.ly/ytclarity The And Asset Book: https://bttr.ly/book BetterWea...
Jun 07, 2022•7 min
In today’s podcast I react to Dave Ramsey’s advice to a young gentlemen who is 22 years old and just graduated from college on how to make himself wealthy. Stay tuned as I give my advice and response. #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...
Jun 06, 2022•11 min•Ep. 490
Higher risk equals higher reward is a financial sentiment often toted by many advisors but is it possible this isn't always true? In this podcast, I explain what it actually takes to receive a high reward and what the actual definition of "risk" is. #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 Ad...
Jun 03, 2022•6 min•Ep. 489
In this episode of the BetterWealth Podcast I interview Jimmy Soni who is the author of, "The Founders: The Story of Paypal and the Entrepreneurs Who Shaped Silicon Valley. Jimmy shares with us what it was like interviewing Elon Musk, Amy Rowe Klement, Peter Thiel, and many more influential entrepreneurs and what he learned from these powerhouses in the business world. Guest Bio Jimmy Soni is a best-selling and award-winning author.. His latest book, THE FOUNDERS: The Story of PayPal and the Ent...
Jun 01, 2022•44 min•Ep. 488
In this episosde, I break down Dave Ramey’s framework of the 7 Baby Steps. Listen as I walk through each step, the areas I agree with and the areas I disagree. #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...
May 30, 2022•19 min•Ep. 487
Caleb reacts to financial advice on Tiktok and Instagram and goes in-depth on each video to let you know which parts will increase your financial IQ or decrease it. Video https://youtu.be/CqTRflQo1Kc #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...
May 27, 2022•11 min•Ep. 486
