Today, I interviewed Jonathan Fairall, the Senior Capital Markets Specialist at NCUA. We covered everything from the high interest rates, inflation, the bank failures, and answering the question of whether or not we're actually in a recession. Guest Bio Jonathan is the Senior Capital Markets Specialist at NCUA and has a (M.B.A) from the University of Washington in Accounting and Finance. Jonathan ensures regulatory compliance in the market and has a firm pulse on the intricate details of the eco...
Jun 02, 2023•48 min•Ep. 609
Meet the man who worked with the White House to fix social security. Tax expert, Ken Kies explains his plan and how the Clinton administration derailed it before it could pass. Watch the full interview with Ken - https://youtu.be/FdbQHVJ3F3c #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, A...
May 24, 2023•18 min•Ep. 608
Can you get rich from life insurance? More specifically, from the cash value in whole life insurance? Today, Dom from @TheAndAsset and myself will be answering this question and showing you how to really start thinking about life insurance as an asset for growing your wealth! #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://btt...
May 22, 2023•12 min•Ep. 607
This is never before heard audio of my breakdown of the And Asset's lifetime growth and why it's so important to understand before utilizing this strategy. Episode Links and Resources Get FREE Access to our Overfunded Whole Life Insurance Masterclass - https://bttr.ly/vault Get Your Questions Answered by one of our Life Insurance Experts - https://bttr.ly/aaclarity
May 18, 2023•15 min•Ep. 603
We'll be looking at The Internal Rate Of Return Of Whole life Insurance which is the ACTUAL ROR a lot of agents won't show you. Episode Links and Resources Get FREE Access to our Overfunded Whole Life Insurance Masterclass - https://bttr.ly/vault Get Your Questions Answered by one of our Life Insurance Experts - https://bttr.ly/aaclarity #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.c...
May 16, 2023•4 min•Ep. 602
Today on the BetterWealth Podcast, we have two special guests who are the creators of John Galt Mortgage Company. This company is committed to promoting economic liberty, entrepreneurship, and financial independence as moral issues. Their unique business model involves using their marketing budget to promote these ideals, with the mortgage company serving as a for-profit vessel for funding. This approach flips the traditional business model on its head, where the business exists to pay for marke...
May 10, 2023•1 hr 33 min•Ep. 606
Today on the BetterWealth show I'm interviewing Tom Wall, who holds a Ph.D. in Retirement Income Planning with original research on Whole Life as a Fixed Income Alternative under the advisement of industry thought leaders Wade Pfau, Michael Finke, and Stephen Parrish. Tom believes whole life insurance is the best-kept secret in financial planning and shares his research and data to back that claim! Guest Bio Tom holds a Ph.D. in Retirement Income Planning, with original research on Whole Life as...
May 09, 2023•36 min•Ep. 604
Today I have a very special guest for our 600th episode. Humphrey Yang is one of the largest personal finance creators on social media right now with over 4.5 Million followers across the internet. Humphrey shares how he went from zero to millions in 1 year through online educational videos and some of his favorite personal finance tips he's used to become a millionaire. Guest Bio Humphrey Yang is a creator & entrepreneur who has been making content since 2019. Previously being a financial a...
May 08, 2023•45 min•Ep. 600
Ken Kies is a leading tax expert in Washington and the Managing Director of the Federal Policy Group, LLC. Ken has been designing tax policies for Presidents on both sides of the aisle for over 40 years. We discussed Biden's multi-trillion dollar spending and tax plans, the potential fall of social security, and the banking crises. The Financial Efficiency Quiz - https://bttr.ly/quiz Have Questions for me or BetterWealth? Give us a call! - https://bttr.ly/ytclarity Guest Bio: Kenneth J. (Ken) Ki...
May 03, 2023•1 hr 1 min•Ep. 605
Our guest today is Nic Nicaud, a real estate agent who discovered the power of personal banking through the use of whole life insurance. Nic grew tired of dealing with bank loans and jumping through hoops constantly to buy rental properties, after learning about IBC it's changed his entire approach to real estate investing and what he's capable of achieving. Nic is also a subscriber of the BetterWealth Youtube channel and now is a guest sharing his financial and real estate secrets. If you would...
May 02, 2023•31 min•Ep. 601
Dom and I will be showing you 4 different ways to structure your whole life insurance policy and which one's would fit you based on your financial goals. Episode Links and Resources Get FREE Access to our Overfunded Whole Life Insurance Masterclass - https://bttr.ly/vault Get Your Questions Answered by one of our Life Insurance Experts - https://bttr.ly/aaclarity #BetterWealth Free 15 Minute Clarity Call: https://bttr.ly/ytclarity The And Asset Book: https://bttr.ly/book BetterWealth Quiz: https...
Apr 25, 2023•22 min•Ep. 599
Today I have on a special return guest, Andrew Wyatt to discuss his new book on leadership and how to "go-pro" helping readers change the way they lead, inspire, impact, in and out of the office. Guest Bio Andy founded Cornerstone as a private wealth management business in 1993. When Andy left Cornerstone in 2017, the firm had grown to over $15 billion in assets under management, serving institutional clients through four investment teams with offices in Minneapolis and New York. Prior to Corner...
Apr 24, 2023•33 min•Ep. 598
Today Dom from "The And Asset" and I will be walking you through a method and strategy used by the wealthiest families to create and maintain generational wealth. This strategy has been used by the Rockefellers and Vanderbilts, two of the wealthiest families in history. We'll be showing you step by step how they did it and how you can get started for you and your family. Episode Links and Resources THE VAULT - Get FREE Overfunded Whole Life Insurance Education and Resources - https://bttr.ly/vau...
Apr 19, 2023•17 min•Ep. 597
Today I'll be sharing about IRS Section 280A, otherwise known as, The Augusta Rule. I'll explain step by step, everything you need to know about this massive tax deduction, from the do's and don'ts to a secret strategy for business owners to potentially triple their tax-free rental income! 5 Fundamental Ways To Pay Less Taxes - https://www.betterwealth.com/taxchecklist The Financial Efficiency Quiz - https://bttr.ly/quiz Have Questions for me or BetterWealth? Give us a call! - https://bttr.ly/yt...
Apr 18, 2023•4 min•Ep. 596
I give my response to Ed Slot going off on life insurance in his high-energy presentation about the 5 mistakes people make with life insurance. Episode Links and Resources Get FREE Access to our Overfunded Life Insurance Masterclass - https://bttr.ly/vault Get Your Questions Answered by one of our Life Insurance Experts - https://bttr.ly/aaclarity Watch the full video on Youtube - https://youtu.be/xWh_0rwqc9w #BetterWealth Free 15 Minute Clarity Call: https://bttr.ly/ytclarity The And Asset Book...
Apr 17, 2023•17 min•Ep. 595
Today I'm talking with Louis O' Connor the CEO/Founder of Strategic Metals Invest. We'll be looking at investing in rare earth metals, an alternative investment few people know about, that is generating massive returns, even greater than gold and silver! Rare earth metals are widely used and needed to make electric cars, phones, space exploration technology, and much more! Guest Bio Louis O’ Connor , CEO/Founder of Strategic Metals Invest. We offer private investors the opportunity to purchase a...
Apr 14, 2023•26 min•Ep. 594
Robert Kiyosaki got it wrong! At least, that's what Codie Sanchez thinks. According to Codie, Robert Kiyosaki's cash flow quadrant missed the mark and additionally she offers an alternative take. I'll be giving my raw reaction and seeing if she can change my mind! Episode Links and Resources The Financial Efficiency Quiz - https://bttr.ly/quiz Have Questions for me or BetterWealth? Give us a call! - https://bttr.ly/ytclarity Watch the full video on Youtube - https://youtu.be/zgPOTKJt39E #BetterW...
Apr 12, 2023•14 min•Ep. 593
MassMutual Bans Infinite Banking! In a recent memo sent out by Mass they clearly stated they would no longer endorse infinite banking or "being your own bank" type of policies. We'll fill you in on everything you need to know about this recent development and our initial thoughts in response. Episode Links and Resources The Vault - Get FREE Overfunded Whole Life Insurance Education and Resources - https://bttr.ly/vault Get Your Questions Answered by one of our Life Insurance Experts - https://bt...
Apr 10, 2023•17 min•Ep. 592
I'm reacting to Alex Hormozi's 42 recession-proof money hacks. I'll be giving my honest review of all 42 points and additionally sharing some of my own tips on how to thrive during a down market Episode Links and Resources Can You Pass The Financial Efficiency Quiz? - https://bttr.ly/quiz Have Questions for me or BetterWealth? Give us a call! - https://bttr.ly/ytclarity Show the original video some love - https://youtu.be/rp1PzCxj3eU #BetterWealth Free 15 Minute Clarity Call: https://bttr.ly/ytc...
Apr 05, 2023•19 min•Ep. 591
I'll be showing you how to know When You Should Borrow Against Your Whole Life Insurance Policy! When utilizing your And Asset or infinite banking concept it can be challenging when to know the proper time and use for your policy. I'll teach you the math equation and philosophy I personally use to make these decisions. Episode Links and Resources Get FREE Overfunded Whole Life Insurance Education and Resources - https://bttr.ly/vault | Get Your Questions Answered by one of our Life Insurance Exp...
Apr 03, 2023•5 min•Ep. 590
In today's Better Wealth, I am super excited to share with you a video I did back in 2018 and haven’t yet shared with anyone. I had done a demonstration for the book and when looking back over the video there was some great content I wanted to share with you. In this example I walk through how using a properly structured life insurance policy in a real estate investment helped earn over a 100% rate of return. #BetterWealth Free 15 Minute Clarity Call: https://bttr.ly/ytclarity The And Asset Book...
Mar 29, 2023•10 min•Ep. 589
I walk through the pros and cons of savings accounts. Are they even worth having with the high inflation rates we're experiencing? Episode Links and Resources Take our FREE Financial Quiz and get personalized results showing how you can improve your financial journey! - https://bttr.ly/quiz Speak with one of our financial experts about the BetterWealth approach to money! - https://bttr.ly/ytclarity #BetterWealth Free 15 Minute Clarity Call: https://bttr.ly/ytclarity The And Asset Book: https://b...
Mar 27, 2023•12 min•Ep. 588
I'll be showing you the 11 key factors that every investment should have in order to be truly valuable for your life. Episode Include Links and Resources Take our FREE Financial Quiz and get personalized results showing how you can improve your financial journey! - h ttps://bttr.ly/quiz Speak with one of our financial experts about the BetterWealth approach to money! - https://bttr.ly/ytclarity Learn about our specialized life insurance and how to access more than just the death benefits of life...
Mar 22, 2023•19 min•Ep. 587
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 of your life the Covered Asset Strategy or an annuity is one distribution strategy to consider, especially if you do not feel comfortable placing your money in the market. Episode Include Links and Resources Learn about our specialized life insurance and how to access more than just the death benefits of life insurance - https:/...
Mar 20, 2023•14 min•Ep. 586
The big question I get about "interest" is how to know what the different types are and which is right for their situation. Most people have in their heads which form of interest is good and which form of interest is bad. However, I'll be challenging that perception through the lens of opportunity cost and hopefully opening your mind to the possibilities. Episode Include Links and Resources Take our FREE Financial Quiz and get personalized results showing how you can improve your financial journ...
Mar 15, 2023•14 min•Ep. 585
In today's BetterWealth Episode, I breakdown the fundamental principles and basics of compound interest. Episode Links and Resources Watch the full podcast on YouTube - https://youtu.be/lI0deHdXPAU The Financial Efficiency Quiz - https://bttr.ly/quiz Have Questions for me or BetterWealth? Give us a call! - https://bttr.ly/ytclarity Get FREE Access to our Whole Life Insurance Masterclass - https://bttr.ly/vault Get Your Questions Answered by one of our Life Insurance Experts - https://bttr.ly/aac...
Mar 13, 2023•6 min•Ep. 584
I discuss the 5 CONS of over-funding whole life insurance you need to be wary of before working with me or anyone else. Episode Links and Resources Get FREE Access to our Whole Life Insurance Masterclass - https://bttr.ly/vault | Get Your Questions Answered by one of our Life Insurance Experts - https://bttr.ly/aaclarity | The Wealth Efficiency Quiz - https://bttr.ly/quiz | Have Questions for me or BetterWealth? Give us a call! - https://bttr.ly/ytclarity #BetterWealth Free 15 Minute Clarity Cal...
Mar 08, 2023•12 min•Ep. 583
In today's BetterWealth Episode, I break down the philosophies, questions, and efficiency hacks I used to purchase my Tesla and how you can do the same when considering your next car purchase. Watch the full podcast on YouTube - https://youtu.be/F8ZlEg-2e-w Episode Links and Resources The Wealth Efficiency Quiz - https://bttr.ly/quiz | Have Questions for me or BetterWealth? Give us a call! - https://bttr.ly/ytclarity | Get FREE Access to our Whole Life Insurance Masterclass - https://bttr.ly/vau...
Mar 06, 2023•15 min•Ep. 582
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. Watch the full podcast on YouTube - https://www.youtube.com/watch?v=1UWx-i9dtrw&feature=youtu.be Episode Links and Resources The Wealth Efficiency Quiz - https://bttr.ly/quiz | Have Questions for me or BetterWealth? Give us a call! - https:/...
Mar 01, 2023•8 min•Ep. 581
I walk through the 12 key lessons from Robert Kiyosaki that have greatly impacted my mindset, life, and BetterWealth! Episode Links And Resources The Wealth Efficiency Quiz - https://bttr.ly/quiz | Have Questions for me or BetterWealth? Give us a call! - https://bttr.ly/ytclarity | Get FREE Access to our Whole Life Insurance Masterclass - https://bttr.ly/vault | Get Your Questions Answered by one of our Life Insurance Experts - https://bttr.ly/aaclarity #BetterWealth Free 15 Minute Clarity Call:...
Feb 27, 2023•20 min•Ep. 580
