Shows
BetterWealth with Caleb Guilliams"We Made $190,000 and don't know what to do with it" | BetterWealth Q&AIn this first episode of the BetterWealth Q&A, Caleb answers all of the financial questions you, our wonderful audience asked him! We cover everything from life insurance, family trusts, wealth frameworks, real estate investments, and much much more!Submit your question to Caleb - https://www.betterwealth.com/nakednumbersFREE RESOURCES:Tax Checklist - https://www.betterwealth.com/taxcheck...Wealth Efficiency Packet - http://bit.ly/wealthefficiencypacketWhole Life Insurance - https://bttr.ly/vault ...2023-10-1152 minBetterWealth with Caleb GuilliamsAre You Dumb For Using Credit Cards? | BetterWealth ReactsWith just under $1 Trillion in total credit card debt in the USA is it dumb to use a credit card for your expenses? In this BetterWealth Reacts I've found two videos, from Frank Abagnale and Dave Ramsey, giving their opinions on credit cards. I review each of their arguments and give my final take at the end! Watch On Youtube - https://youtu.be/ed06lMvQ6D4 #BetterWealth Free 15 Minute Clarity Call: https://bttr.ly/ytclarity The And Asset Book: https://bttr.ly/book BetterWealth Quiz: https...2023-06-3016 minBetterWealth with Caleb GuilliamsBuying Real Estate Without The Banks | Nic NicaudOur 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 like to apply to be a guest on the BetterWealth show and...2023-05-0230 minBetterWealth with Caleb GuilliamsHealth and Wealth with Dr. RJ Colorado Chiropractor & The BetterWealth Financial X-RayIn today's BetterWealth episode, I had the privilege of interviewing Dr. RJ Gelinas and lead chiropractor at I Get It Chiropractic in Colorado. Dr. RJ shares his personal journey to healing and his passion for eliminating stress and optimizing health for his clients. Listen as I share my story of how I met Dr. RJ and how his X-Ray process opened my eyes to how I think about health and wealth. Because of my experience with Dr. RJ I have been inspired to create our very own Financial X-Ray here at BetterWealth. Check out our BetterWealth Financial X-Ray https...2021-11-2423 minBetterWealth with Caleb GuilliamsThe New Tax That Will Hurt The Middle Class 1099-k Tax ExplainedIn today's BetterWealth episode, I am joined by Dan Kaminski, head of operations here at BetterWealth as we discuss the new tax on the middle class. Listen as Dan and I dive into the 1099-k tax enacted by the American Rescue Plan explaining the implications and why it’s a big attack on the middle class. Financial Advice Disclaimer: All content on this channel is for education, discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is...2021-10-1506 minBetterWealth with Caleb GuilliamsIUL vs Whole Life - Perpetual Wealth Author Kim ButlerIn today's BetterWealth episode, I bring back Kim Butler to the BetterWealth show. Listen as Kim shares with us her new book Perpetual Wealth. We also talk about her knowledge on life insurance, misconceptions in marketing language around life insurance, and her view on IUL vs whole life Insurance. Listen as Kim shares with humility her own experience in the world of life insurance and investments. I even asked Kim about the current world situation and her opinion on the place of the dollar and how to continue to bring wealth into our space today on what we can...2021-10-0642 minBetterWealth with Caleb GuilliamsHow Doing Everything Right Doesn’t Work - Telling A Story With MathIn today's BetterWealth episode, I am joined in the studio with Jereme Roodhouse, our head wealth coach. Coming back to From The Front Line where Jereme shares a Mrs. & Mrs. Smith family telling their story with math. Watch as Jereme shares the model of a couple who saves, invests, and even has low debt, but how doing everything right still won’t work and their model is out of balance. Join us on our BetterWealth YouTube Channel to see the model of the case study Jereme shares in this episode. #BETTERWEALTHFor more information on Bet...2021-09-2434 minBetterWealth with Caleb Guilliams21st Envelope Budgeting Explained with Qube Money Creator Shane WalkerIn today's BetterWealth episode, I am privileged to have the opportunity to interview Shane Walker creator of Qube, a 21st century envelope system budgeting app made easy. Listen as Shane discusses his journey over the last decade of trying to help people experience healthy lifestyles, but over and over finding that people fell back into the same bad spending habits. People spend their way into financial destruction, yet it was Shane’s goal to help create awareness so people could make good financial decisions in the future. Join us as Shane talks more about his app Qube Money and th...2021-09-0831 minBetterWealth with Caleb GuilliamsREITS with Matt ForeIn 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 the Real Estate Investment Trusts, what REITS are, the pros to investing in REITS and the cons so you can better understand if this is an asset class you should be investing in. Be sure to check out more real estate content on Matt’s Podcast “Ice Cream With Investors”https://ice-cream-with-investors.captivate.fm/ #BETTERWEALTHFor more informati...2021-09-0606 minBetterWealth with Caleb GuilliamsHeated Debate Between Whole Life Agent and Dave RamseyIn 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!#BETTERWEALTHFor 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 As...2021-09-0329 minBetterWealth with Caleb GuilliamsHow To Invest In An Inflationary Environment with Jason HartmanIn 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.#BETTERWEALTHFor more information on BetterWealth or the content you hear on the Podcast visit us at www.betterwealth.com/podcast.Guest Bio: Jason Hartman® has been involved in several thousand real estate transact...2021-09-0151 minBetterWealth with Caleb GuilliamsCrowdsourcing Real Estate with Matt ForeIn 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/ #BETTERWEALTHFor more information on BetterWealth or the cont...2021-08-3008 minBetterWealth with Caleb GuilliamsReal Rate of Return of Whole Life InsuranceIn today's BetterWealth episode, I am joined by Dom as we discuss the real rate of return of whole life insurance. #BETTERWEALTHFor 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...2021-08-2721 minBetterWealth with Caleb GuilliamsLarge Multi Family Apartment Complexes with Matt ForeEpisode 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 sure to check out more real estate content on...2021-08-2312 minBetterWealth with Caleb GuilliamsHow To Provide Your Employees with Tax-Free COVID-19 ReliefIn 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 not be construed as professional financial advice or recommendation. Should you need such advice, consult a l...2021-08-2006 minBetterWealth with Caleb GuilliamsReal Estate FAQ #2 Heloc and 1031 Exchanges with Matt ForeIn 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 Podcast “Ice Cream With Investors”https://ice-cre...2021-08-1812 minBetterWealth with Caleb GuilliamsSmall Multi Family With Matt ForeIn 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 content on Matt’s Podcast “Ice Cream With Investors”https...2021-08-1609 minBetterWealth with Caleb GuilliamsHow To Maximize Your Tax Deductions When Traveling For BusinessIn 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 channel is for education, discussion and illustrative purposes only and should not be construed as professional financial a...2021-08-1308 minBetterWealth with Caleb GuilliamsCashflow FirefightersIn 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 value creation and the way it grows wealth when there can be int...2021-08-1147 minBetterWealth with Caleb GuilliamsThe BRRR Strategy with Matt ForeIn 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 hands on than your typical passive cash flow...2021-08-0908 minBetterWealth with Caleb GuilliamsHow To make Additional Tax-Free Income With The Augusta RuleIn 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, discussion and illustrative purposes only and should not be construed as professional financial advice or...2021-08-0607 minBetterWealth with Caleb GuilliamsReal Estate FAQ #1 Tax Benefits with Matt ForeIn 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/ #BETTERWEALTHFor more information on BetterWealth or the content you hear on the Podcast v...2021-08-0209 minBetterWealth with Caleb GuilliamsIntroducing BetterWealth TaxIn 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). Actually make it fun to meet with your accountant! Listen as Dan describes...2021-07-3010 minBetterWealth with Caleb GuilliamsShrewd Steward: Create What You Need with Jay ClineIn 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 to call “Find What You Look For.” Listen as Jay talks about hi...2021-07-2843 minBetterWealth with Caleb GuilliamsFlipping Homes with Matt ForeIn 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 be hard to obtain and why skillset can be one of the most va...2021-07-2607 minBetterWealth with Caleb GuilliamsI Wish I Would Have Known About This 40 Years AgoIn 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.#BETTERWEALTHFor more information on BetterWealth or the content you hear on the Podcast visit us at www.betterwealth.com/podcast.#BetterWealth📞 Free...2021-07-2305 minBetterWealth with Caleb GuilliamsBuying Single Family Homes with Matt ForeIn 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 Matt’s Podcast “Ice Cream With Investors”https...2021-07-1910 minBetterWealth with Caleb GuilliamsHow to Refinance A Car LoanIn 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. Listen as Dan and I talk about some fascinating stats and the implications that could...2021-07-1608 minBetterWealth with Caleb GuilliamsUsing LLC’s and Trust To Establish Protection & LegacyIn 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 surface of LLC’s and Trusts, but our episode focus was di...2021-07-1532 minBetterWealth with Caleb Guilliams3 Principles For Investing In Real EstateIn 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 “Ice Cream With Investors”https://ice-cream-with-investors.captivate.fm/ #BETT...2021-07-1312 minBetterWealth with Caleb GuilliamsThe Rockefeller Life Insurance Strategy | Waterfall MethodIn 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 And Asset. #BETTERWEALTHFor more...2021-07-0915 minBetterWealth with Caleb GuilliamsIce Cream With Investors with Host Matt ForeIn 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 “Ice Cream With Investors.” In today’s episode Matt shares the reasoning behind the podcast...2021-07-0732 minBetterWealth with Caleb GuilliamsSection 3 of the And Asset Book ReviewIn 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#BETTERWEALTHFor 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 Asset Book Review https://be...2021-07-0550 minBetterWealth with Caleb GuilliamsHow To Properly Structure A Whole Life PolicyIn 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 policies structures. Listen as we describe the difference between a poorly...2021-07-0218 minBetterWealth with Caleb GuilliamsInvesting In You and Finding Yourself with Mario TorrezIn 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 and inspiration, Mario creates ways to help others through business ventures and partnerships. Listen as Mario shares his story of turning his life around from r...2021-07-0143 minBetterWealth with Caleb GuilliamsSection 2 of the And Asset Book ReviewIn 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.#BETTERWEALTHFor 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 Minute Clarity Call: https...2021-06-2856 minBetterWealth with Caleb GuilliamsWhat Happens When You Lapse Your Life Insurance PolicyIn 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 really understand the value of life insurance and the long term benefits of...2021-06-2515 minBetterWealth with Caleb GuilliamsSection 1 of the And Asset Book ReviewIn today's BetterWealth episode, I share with you a training I had with a group of agents as we dove into the first section of the AND Asset. Listen as I share my perspective on section one of the AND Asset book: The Wealth Equation.#BETTERWEALTHFor 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💸...2021-06-211h 02BetterWealth with Caleb GuilliamsHow Much Can I Contribute to an And Asset?In today's BetterWealth episode, I am sharing with you a clip from an episode I had done with Dominic Rufran and we discuss the question we get all the time “how much can I contribute to my AND Asset?” I specifically wanted to share this clip again as it’s own episode because it is misunderstood on the reasons and process that determines contribution amounts for each individual person. Listen as we discussed the criteria for determining how much you are able to contribute by human life value, cashflow and health. I also compare the underwriting process to a bank l...2021-06-1807 minBetterWealth with Caleb GuilliamsWhy College Isn’t Right For Most Students with Praxis COO Mitchell EarlEpisode Description: In today's BetterWealth episode, I had the great honor of interviewing a dear friend, MItchell Earl, COO at Praxis and author of Don't Do Stuff You Hate. Praxis is a college alternative 12-month program that matches ambitious, hard-working young adults with full-time, paid apprenticeships at growing businesses. Listen as Mitchell and I talk about why college isn’t the right tool most people need for the outcome they want. Most college students rarely walk away with doing college correctly, by identifying the outcome they want and spending their money and time to obtain those goals. Mos...2021-06-1640 minBetterWealth with Caleb GuilliamsWhy the And Asset Is An Efficient Way To Compound And Control Your WealthIn today's BetterWealth episode, I pull out two clips that I did while answering a few questions regarding the AND Asset. Listen as I talk about who the AND Asset is for and why you should work with BetterWealth. We are the ONE-STOP-SHOP for everything AND Asset, so check out our resources at https://betterwealth.com/vault.#BETTERWEALTHFor 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📕...2021-06-1410 minBetterWealth with Caleb GuilliamsWhy I Joined BetterWealth with Trevor WardThe exotic CPA!In today's BetterWealth episode, I welcome the newest member of the BetterWealth Team, Trevor Ward, CPA who has joined our team to help me in our business development side of the company. Listen as Trevor talks about how he met the team and how he became a pivotal part of helping our company grow and push our message out to more people!Trevor talks about his love for financial planning, his take on opportunity cost and the impact that has had on his life and mindset of money. #BETTERWEALTH...2021-06-1132 minBetterWealth with Caleb GuilliamsInvesting In Gratitude with Giftology Author John RuhlinIn today's BetterWealth episode, I had the pleasure of interviewing the author of “Giftology” John Ruhlin. John Ruhlin is the world’s leading authority in maximizing customer loyalty through radical generosity. John describes his philosophy of R.O.R - Return on Relationships. Listen as John shares his story, coming from a small farm town and developing into the world’s leading authority in maximizing customer loyalty through radical generosity. John describes better wealth as investing into human beings. John talks about the misconceptions of gift giving, taking care of your employees and offering non-branding legacies to your relationships and the...2021-06-0946 minBetterWealth with Caleb Guilliams2021 Economic Problems That Can Affect Our Money Today!If we don’t understand the problem the solution doesn’t matter!Episode Description: In today's BetterWealth episode, I talk about the problems that you face today as it relates to your wealth and the outside forces that are working against us and hurting our chances of being successful in the future as it relates to our wealth. Albert Einstein once said “We cannot solve our problems with the same thinking we used when we created them.” Listen as I walk through a few of the biggest problems I believe we as a society face when it c...2021-06-0718 minBetterWealth with Caleb GuilliamsCan You Pay Yourself Back Interest With Infinite BankingNelson Nash was obsessed with controlling capital and creating more volume to grow. In today's BetterWealth episode, Dom and I talk about a lot of myths around infinite banking. There are several misconceptions around infinite banking that has people coming to us asking questions like “If I take my money from my policy and pay it back with interest, is it true I get that interest back?” Dom and I talk about where these myths came from, how concepts from Nelson Nash have been twisted. Becoming your own banker had the primary principle of “saving more money” and have...2021-06-0418 minBetterWealth with Caleb GuilliamsThe 5 principles Of BankingBanks control our money better than we do, that’s why they give us a sucker when we go into the bank!Episode Description: In today's BetterWealth episode, I talk about banks and the 5 principles of why banks are so successful and how we can apply them into our own lives. Listen as I share my backstory of working at the bank and how one simple question “Caleb, how does your bank make money?” drove me to discover how banks were able to control capital better than we could. Instead of hating the banking system, why don...2021-05-3111 minBetterWealth with Caleb GuilliamsMaking 40K in Crypto Using Life InsuranceEpisode Description: In today's BetterWealth episode, I am joined with Dominic Rufran, our AND Asset Specialist. In this episode Dominic walks through a personal example/case study on how he earned 40k in Crypto using life insurance and the nuts-and-bolts on how he was able to make that happen. Listen as we talk about how having control in capital through his AND Asset policy enhanced Dominic’s decision making process and gave him the opportunity to get his dollars to do more than one job.Financial Advice Disclaimer: All content on this channel is for educ...2021-05-2813 minBetterWealth with Caleb GuilliamsWhy I Agree with Dave Ramsey On Life Insurance Being a Bad InvestmentIn today's BetterWealth episode, I talk about why I agree with Dave Ramsey on Life Insurance being a bad investment…. For some! Going back to the archives I have pulled out a clip I did during a Q&A session on the Podcast LIVE last year and I wanted to bring this topic backup again. Dave Ramsey is speaking to an audience of people in debt, who need to cut up credit cards, stop spending more than they make and that is a good thing, in which I have a lot of respect. However, for those who want to get...2021-05-2407 minBetterWealth with Caleb GuilliamsThe AND Assets for Canadians with Jayson LoweIn today's BetterWealth episode, I have a very special guest joining me for the second time on the show for an incredible announcement. Jayson Lowe my friend and business partner in Canada is joining me to announce the launching of our co-written book “The AND Asset For Canadians” is out and ready to order! This episode highlights the journey of the book, but also has a deep message from Jayson about his story and the “Why” behind how he serves clients in Canada. Listen as Jayson talks about the incredibly touching story as a young boy watching his parents struggle...2021-05-2136 minBetterWealth with Caleb GuilliamsWhy Efficiency Is The Most Important Metric For Your WealthIn today's BetterWealth episode, I talk about the framework of efficiency and why this should be the most important metric. Getting the output efficiency is eliminating wasted resources. We can’t know how to make something more efficient if we don’t know what we want and where we want to go. It is impossible to be efficient if you don’t know where you are going. Listen as I share the mindset of efficiency and why there are no specific steps for making your life and finances more efficient. I share with you an example of efficiency using just m...2021-05-1713 minBetterWealth with Caleb GuilliamsUnderstanding Dividends and the 4% Guarantee on Life InsuranceIn today's BetterWealth episode, I am joined by Dominic Rufran, AND Asset Specialist, and we talk about the 4% Guarantee On Life Insurance and the truth. Listen as we describe why it isn’t fully 4% and why we have to fully understand the dividends and how the company really works with the guarantee. Listen as Dom and I are completely transparent about the 4% guarantee and the ACTUAL rate of return might be 2%. Dividends and guarantees can be half truths and deceptive! Listen as we discuss why it is important to have clarity on the outcome so we don’t become focu...2021-05-1408 minBetterWealth with Caleb GuilliamsWarren Buffett Is Sitting On Over 145 Billion In CashWarren Buffet is sitting on over $145 Billion in CASH….In today's BetterWealth episode, I talk about Warren Buffett and Naval Ravikant and the golden rule “Those who have the gold make the rules.” People of influence like Warren Buffett are making things happen usually because they have control over their time and access to great capital. How did they create their wealth? Listen as I talk about why entrepreneurs and those growing wealth have a better understanding of control and leverage. Successful people have a cadence of patience for the future, and with their access and control of capi...2021-05-1013 minBetterWealth with Caleb GuilliamsShould You Use Life Insurance to Buy A Car?Controlling Money Is Far More Important Than Paying Interest RatesIn today's BetterWealth episode, I am joined by Dominic Rufran, our And Asset Specialist as we ask the question “Should you or should you not buy your vehicle using life insurance?” Watch as Dominic and I walk through a visual example of when buying your vehicle with life insurance would make sense and when it wouldn’t make sense. Listen as we walk through the philosophy and principles you need to consider when and how you plan on buying a car. #BETTERWEALTHFo...2021-05-0713 minBetterWealth with Caleb Guilliams8 Minute Money Manager with Brad HartI want to respect money!In today's BetterWealth episode, I am joined by Brad Heart, trader, investor, author and entrepreneur. His company Make More Marbles is inspired by the game “Hungry, Hungry Hippo” and the idea that wealth isn’t about the scarcity of marbles, but rather about the ability to make more marbles. Listen as Brad shares his story of discovering the power of wealth through his Grandpa’s finances. Brad talks about his journey and experiences through finances, wealth building and masterminds. Listen as we talk about the “AND Asset,” debt and Dave Ramsey, Bitcoin/Crypto Curre...2021-05-0551 minBetterWealth with Caleb GuilliamsThe True Cost of Paying CashWhat is the cost of paying cash?In today's BetterWealth episode, I share with you two shorter videos I did a while back that demonstrate the power of opportunity cost. It is important to understand that whatever decisions we make today, there are always short term and long term effects. When we make the decision to transfer our money to purchase something such as a car, house, coffee, clothes, etc. there are long term effects. Once you transfer that dollar you are giving up what that dollar could be doing for you the rest of your life...2021-05-0308 minBetterWealth with Caleb GuilliamsLong Term Accountable Results MatterL-TARIn today's BetterWealth episode, Dan shares with us the acronym that he created for BetterWealth, “L-TAR” which means Long Term Accountable Results. Listen as we discuss the mindset of why long term accountability can be so impactful, as with the model we have the ability to set a goal way into the future and with a long term mindset we use accountability to help achieve those outcomes. Most people like the short term daily accountability where they can check off the box. Listen at how Dan compares accountability to guardrails and why the mindset of long term...2021-04-3007 minBetterWealth with Caleb GuilliamsHow To Create Your Own Personal Tax Free Bank with Garrett GundersonWhat Would The Rockefellers Do?In today's BetterWealth episode, I bring back an interview I did with Garrett Gunderson episode #54. Listen as we revisit this very impactful episode as he shares his story and how he began at a young age to develop his philosophy of money and finances. Listen as I ask Garrett to talk about Rate of Return versus Return on Result. Listen as we talk about creating value, the stock market, speculative investing, private market, risk, loss and multiple streams of revenue. Listen as Garrett also talks about compound interest, the broken retirement system...2021-04-2829 minBetterWealth with Caleb GuilliamsYour Lifetime Wealth and Money PotentialThe true value of long term wealth potential. In today's Better Wealth episode, I want to illustrate the value of long term wealth potential by sharing a video I did 3 years ago. Be sure to join us on our BetterWealth YouTube Channel to watch the video and see my demonstration on the Truth Concepts Calculator. We are so often caught up in the short term transactions and we don’t understand how much we are actually going to make over a lifetime and what the value of that is going to be. Today I show you a vid...2021-04-2610 minBetterWealth with Caleb GuilliamsIf You Only Had One Hour Per Day What Would You Work On?Are we hypocrites for saying our time is valuable, but not living that way?Episode Description: In today's Better Wealth Breakdown, Dan asks me a simple yet profound question “If I only had ONE hour to work on BetterWealth a day, what would I work on?” Reflecting on each point of your day and asking “is this really the best use of my time?” Most people get things done when you draw a line in the sand, but procrastination isn’t always the most efficient or best use of your time. However, listen as we discuss the...2021-04-2308 minBetterWealth with Caleb GuilliamsOhio National DemutualizationOhio National DemutualizationIn today's BetterWealth episode, Dan and I discuss Ohio National's decision to go from a mutual company to a stock company which is called a demutualization process. We talk about the pros and cons, as well as, discuss the details we have given to date. What is happening?If approved, Ohio National will demutualize and become a stock-owned subsidiary of the Canadian company Constellation Insurance Holdings, Inc. Constellation will purchase Ohio National in its entirety for $1 Billion. $500 million will go to Ohio National participating policyholders to buy out their ownership interest in t...2021-04-1918 minBetterWealth with Caleb GuilliamsHow To Leave A Legacy While You're LivingControlling your money and using it while also establishing a retirement plan and legacy plan for your children.In today's BetterWealth episode, Dan and I share a client case where Mr. Smith is powerfully utilizing the AND Asset not only to control and use his money today, but also establish a retirement plan and a legacy plan for his children and grandchildren. Listen as we break down what Mr. Smith is doing to show up powerfully today and how he is structuring his future to show up more intentionally in the lives of his children and grandchildren...2021-04-1610 minBetterWealth with Caleb GuilliamsHow To Max Fund Life InsuranceIn today's BetterWealth episode, pull out an old internal training video on how we overfund life insurance to make it the ideal master account. Join me as I demonstrate the importance of overfunded/max funded life insurance on a Circle of Wealth® by MoneyTrax Calculator by Todd Blanton. Listen as I walk through a 7 minute description of overfunded life insurance and how it works and why it is structured the way it is in a master account. #BETTERWEALTHFor more information on BetterWealth or the content you hear on the Podcast visit us at www.be...2021-04-1208 minBetterWealth with Caleb GuilliamsWhat If You Can't Pay Your Life Insurance Premium?Leverage is great, when it isn’t, so understanding how to be flexible with your policy can be incredibly important. In today's BetterWealth episode, I am joined today by Dominic Rufran one of the BetterWealth wealth coaches and our AND Asset Specialist. Today we are discussing the flexibility of life insurance. Join us on our BetterWealth YouTube Channel as Dom discusses how the PUA of the policy allows for flexibility when hardship hits and a policy payment can’t be made. Listen as Dominic breaks down the power of the AND Asset and the catch-up provisions, required perce...2021-04-0912 minBetterWealth with Caleb Guilliams”What Are You Made Of?” with Mike “C-Roc”Most people tend to think about ways of not spending money when they should be taking time to think about how to make money. In today's BetterWealth episode, I had the privilege of interviewing Mike “C-Roc”, CEO of People Building, Inc., and the powerhouse behind the “What Are You Made Of?” movement. Listen as Mike shares with us his inspirational story that lit the fire inside of him to always be in a position where he can impact and help others. Mike shares with us his mindset on positivity and pushing back on negativity in order to move forwa...2021-04-0835 minBetterWealth with Caleb GuilliamsPenny Doubling for 30 DaysCompound is the Eighth Wonder of the World! In today's Better Wealth Episode, I dig back into an old video I did on compound interest and the power of the doubling penny. Albert Einstein is noted for saying that “Compounding is the eighth wonder of the world. He who understands it earns it and he who doesn’t understand it pays it.” Join me on the BetterWealth YouTube Channel to see my demonstration of the doubling penny on the Truth Concepts Calculator. Watch as I also demonstrate not only the power of the doubling penny and compound interest...2021-04-0507 minBetterWealth with Caleb GuilliamsWhat Happens In Tomorrow World with Author Jordan GrossIn today's Better Wealth, I and joined by Jordan Gross, 2x TEDx speaker and #1 bestselling author of Getting COMFY: Your Morning Guide to Daily Happiness. Today Jordan sits down with me and discusses the release of his brand new book “What Happens in Tomorrow World?: A Modern-Day Fable About Navigating Uncertainty.” Join me on today’s BetterWealth LIVE with my guest and dear friend Jordan Gross. #BETTERWEALTHFor more information on BetterWealth or the content you hear on the Podcast visit us at www.betterwealth.com/podcast.Guest Bio: Jordan believes that perso...2021-04-021h 21BetterWealth with Caleb GuilliamsHow You Can Get a 140% Return Using a Whole Life Policy LoanThe power of leverage is using someone else’s money to build wealth.In today's Better Wealth, I am joined today by Dominic Rufran one of the BetterWealth wealth coaches and our AND Asset Specialist. Today we are discussing the power of leverage, using someone else’s money to build wealth. In life insurance we are not using our money but borrowing against our policy using the life insurance company’s money to build wealth because our dollars are staying intact. We break down for you the math behind how you can get a 140% return using a whole...2021-04-0110 minBetterWealth with Caleb GuilliamsA BetterWealth Spotlight with Neal CoxIn today's Better Wealth, I had the privilege of interviewing a good friend of mine, Neal Cox. Neal shares his story of how working closely with the BetterWealth team and walking through the model process reshaped his way of thinking about money and business. Listen as Neal describes how the Niche Product he created has taken off and developed into a full time and full house business. Check out his product https://welcomehomebags.com/. I also ask Neal to spend time sharing his experience with the BetterWealth Team, the model and how it applies to his life. #BETT...2021-03-2724 minBetterWealth with Caleb GuilliamsProperly Structured Infinite Banking Policy with PUA and Term RidersBased on the Term Rider it allows us to make that box a little bigger so we can shove in even more money!In today's Better Wealth, I and joined by one of BetterWealth’s wealth coaches, Dominic Rufran, as we discuss how we structure infinite banking policies. Dom and I talk about three aspects of the policy 1.) The Base, 2.) The PUA and, 3.) Term Rider and how it all works together. Control and liquidity. Join us on our BetterWealth YouTube Channel and watch as we illustrate and discuss how we structure an AND Asset Policy. #BET...2021-03-2510 minBetterWealth with Caleb GuilliamsIntroducing the BetterWealth AssessmentEverything we do needs to be based on a cash flow ratio.In today's Better Wealth, I give an overview of the BetterWealth Assessment. We released the Assessment last year, but it has been incredibly impactful for those who we have served. Listen as I describe the philosophy behind the model, how cash flow ratio is a primary factor, and why we model the consumption and savings. Join me on our BetterWealth YouTube Channel to see how the assessment/model actually works in real life situations. Check out our BetterWealth Assessment.#BetterWealth...2021-03-2210 minBetterWealth with Caleb GuilliamsWelcome Jonathan Kreidt To The BetterWealth TeamWelcome Jonathan to the BetterWealth team!In today's Better Wealth, I have both the privilege and honor of officially welcoming Jonathan Kreidt to the BetterWealth Team. Listen as Jonathan shares his story of how we met and the inspiration behind his position on the team. I have been waiting months for this official welcome because Jonathan is joining with me in starting BetterWealth Capital our very own RIA. Listen as Jonathan and I discuss the principles, the philosophy and the approach we are taking to serve clients in this financial area.#BetterWealth2021-03-0728 minBetterWealth with Caleb GuilliamsThe Pros and Cons of Savings AccountsThe convenience of a savings account is in safety and liquidity.In today's Better Wealth Episode, I continue my series of episodes “Where Should I Invest My Money” as I discuss the framework of how to analyze the best places to invest your money. In the last episode we discussed my ideas on the Roth IRA and the Roth 401K, but today I look at savings accounts. Listen as I walk through the pros and cons of savings accounts comparing them alongside the 11 attributes of a perfect investment. Join me on the BetterWealth YouTube Channel to see the wh...2021-02-1512 minBetterWealth with Caleb GuilliamsThe 11 Attributes Of A Perfect InvestmentNot all assets are created equal!In today's Better Wealth Episode, I answer a very common question I get here at BetterWealth on “Where should I invest my money?” Today I will walk you through the process of how we coach clients and work through the pros and cons of decision making when you want to invest your money. Assets are not all created equal and we want to be sure that whatever we do with our money it is helping us live more intentionally. Listen as I talk about three questions you should be answering when lookin...2021-01-2519 minBetterWealth with Caleb GuilliamsFinding Hope In The Midst of DivorceThe interactions, inspiration, encouragement and chastisement that we bring to the table is a coaching philosophy that focuses back on what in life really matters!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 we are working with on the front lines and who are in our Unlimited program. In this fifth case study we look at a situation with Mrs. Smith who is walking through multiple financial life changes such as being divorce, raising kids, and starting a new...2021-01-2118 min
BetterWealth with Caleb GuilliamsI’M ENGAGED!!!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 Podcast! #BETTERWEALTHFo...2021-01-1543 minBetterWealth with Caleb GuilliamsThe AND Asset Handbook Chapter 9The AND Asset Handbook Chapter 9: #1 AssetIn 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 this powerful resource. If you have any questi...2021-01-1409 minBetterWealth with Caleb GuilliamsThe AND Asset Handbook Chapter 8The AND Asset Handbook Chapter 8: The Ability and Incentive To Save More MoneyIn 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 questions or feedback please reach out by emailing info@betterwealth.com or b...2021-01-1307 minBetterWealth with Caleb GuilliamsThe AND Asset Handbook Chapter 7The AND Asset Handbook Chapter 7: Legacy and ProtectionIn 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@betterwealth.com or booking your Free AND Asset Clarity Call!#BETTERWEALTH2021-01-1205 minBetterWealth with Caleb GuilliamsThe AND Asset Handbook Chapter 6The AND Asset Handbook Chapter 6: Retirement CashflowIn 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@betterwealth.com or booking your Free AND Asset Clarity Call!#BETTERWEALTHFor...2021-01-1113 minBetterWealth with Caleb GuilliamsThe AND Asset Handbook Chapter 5The AND Asset Handbook Chapter 5: Control and UseIn 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 or booking your Free AND Asset Clarity Call!#BETTERWEALTH2021-01-0814 minBetterWealth with Caleb GuilliamsThe AND Asset Handbook Chapter 4The AND Asset Handbook Chapter 4: Lifetime GrowthIn 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 or booking your Free AND Asset Clarity Call!#BETTERWEALTHFor...2021-01-0718 minBetterWealth with Caleb GuilliamsThe AND Asset Handbook Chapter 3The AND Asset Handbook Chapter 3: The ScienceIn 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 booking your Free AND Asset Clarity Call!#BETTERWEALTH2021-01-0618 minBetterWealth with Caleb GuilliamsThe AND Asset Handbook Chapter 2The AND Asset Handbook Chapter 2: The AND Asset OverviewIn 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@betterwealth.com or booking your Free AND Asset Clarity Call!#B...2021-01-0511 minBetterWealth with Caleb GuilliamsThe AND Asset Handbook Chapter 1The AND Asset Handbook Chapter 1: The Financial Pyramid & The 4 Guiding PrinciplesIn 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 questions or feedback please reach out by emailing info@betterwealth.com or booking your Free AND Asse...2021-01-0416 minBetterWealth with Caleb GuilliamsA BetterWealth 2021 New Year EpisodeThe 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 Coaching Program. If you have any questions or want more information please reach out to in...2021-01-0125 minBetterWealth with Caleb GuilliamsThe Volatility Buffer StrategyThere 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 watch the visual “Truth Concepts” calculator as I brea...2020-12-2813 minBetterWealth with Caleb GuilliamsA BetterWealth Christmas EditionMerry 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!#BETTERWEALTHFor more information on BetterWealth or the content...2020-12-2512 minBetterWealth with Caleb GuilliamsUsing Disability Insurance to Protect Your Income with Heidi PetersMoney 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” was life changing and crucial to her future. Listen as Heidi and I break down and dive deep...2020-12-2336 minBetterWealth with Caleb GuilliamsThe AND Asset Movie Update with Jason RinkWe 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📞 Free...2020-12-1920 minBetterWealth with Caleb GuilliamsBetter Wealth LIVE: Welcome Demetrius WalkerWelcoming my dear friend, Demetrius Walker, to the BetterWealth team!In today's Better Wealth Episode, I introduce to the community Demetrius Walker, who has joined our BetterWealth company family. Listen as Demetrius shares his story from higher education to the finance industry and the role he will be doing to serve the BetterWealth community. We discuss the idea of the mindset of money, empathy, clarity, savings, cashflow, tracking, and control. Demetrius will be a pivotal part of helping people we desire to serve people on tracking money, paying off debt, financial discipline and clarity. With h...2020-12-0535 min
BetterWealth with Caleb GuilliamsMaking A Killing With Index, Options, and The AND Asset with CEO of Nanban Investments GKEmpowering people with superior knowledge in financial literacy by learning different methods and generating cash flow in any market condition. *Nanban Foundation MissionWe are not giving investment advice please be sure to consult your investment advisor or your tax professionals.In today's Better Wealth Episode, I had the honor and privilege to interview Gopala Krishnan, CEO of Nanban Enterprise. This conversation is extremely special because GK is one of our first clients. I am honored to see how GK moved from his IT career to growing his industry focused on investing. Listen as GK s...2020-12-0253 minBetterWealth with Caleb GuilliamsA BetterWealth Thanksgiving EditionHappy Thanksgiving to the BetterWealth Community! We are grateful for you!In today's Better Wealth Thanksgiving Episode, I take a few moments to share my gratitude for the BetterWealth team and those who are behind the scenes helping this company show up powerfully in the lives of those we serve, to our listeners, our families, and our community. I am overwhelmed by the team that genuinely serves alongside me and those who have partnered with us to help share our vision. I also am extremely grateful to our clients, our listeners, to our supporters, to advisors and a...2020-11-2619 minBetterWealth with Caleb GuilliamsHow An X-Ray Can Develop Financial Organization with Jen FontanillaThe real root of wealth building is.... Organization! In today's Better Wealth LIVE, I am joined again by Jen Fontanilla as we focus on the topic of financial organization. But first, she shares her honest reflection about being part of the team and what her experience has been since she joined BetterWealth. I ask Jen to discuss what it means to be financially organized and some of the biggest problems people have in organizing their finances. Jen was key in helping us develop a process we call The X-Ray. Using a Financial Assessment we can serve people b...2020-11-2035 minBetterWealth with Caleb GuilliamsThe AND Asset ExplainedMathematically the AND Asset makes every other financial plan more optimal. In today's Better Wealth Episode of From the Frontlines, I ask Jereme to share with us the unique way he describes life insurance when working with people on the frontline. Jereme attributes life insurance to being like a swiss army knife, a warehouse, a hammer or any tool that when used properly can do multiple different things. Jereme describes how life insurance works as the only tool that can give your money more than one job. Listen as we discuss how Life Insurance can protect you, w...2020-11-1911 minBetterWealth with Caleb GuilliamsHow Fractions Can Change Your BusinessMaking decisions as a company should not be built on assuming what people want, but rather ASKING people what they want.In today's Better Wealth Breakdown, Dan and I talk about the 1972 McDonald's Quarter Pounder and how fractions lead to their success and the competitor that lost. Reflecting on this story we discuss why assuming what people want can be a dangerous business decision and why it can have big negative risk. When businesses stop assuming, but just ask what their clients/customers want, they can deliver in a big way. Here at BetterWealth we are continually...2020-11-1006 minBetterWealth with Caleb GuilliamsHow One Thing Can Change EverythingMulti-tasking is a lie that threatens one’s ability to find the ONE thing for 100% intentional living.In today's Better Wealth Episode of From The Frontline, Jereme and I discuss one of the books we have read in our BetterWealth Book club “The One Thing” by Gary Keller and Jay Papasan. We highly recommend this book because it’s practical and can be applied to every area of your life. Listen as we discuss the false belief of multi-tasking, the 100% Rule, and the question for finding the ONE thing. Jereme and I take time to reflect on the ques...2020-10-2911 minBetterWealth with Caleb GuilliamsInvestment Fund Secrets with Bridger PenningtonHow 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 knowledge of wealth he shares in this interview is like a mini webinar/course style...2020-10-211h 09BetterWealth with Caleb Guilliams200th Episode and BetterWealth UpdateIn 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 mission and the best way to pursue serving people through our...2020-10-0626 minBetterWealth with Caleb GuilliamsHow To Develop A Transformational Model of Wealth with Bill & Kelly BohnhoffThe 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 insight to the beginning inner workings of our mission to build tran...2020-09-1654 minBetterWealth with Caleb GuilliamsWelcome Jen Fontanilla To The BetterWealth TeamWelcome Jen Fontanilla To The BetterWealth Team!!!In today's Better Wealth Episode, I am introducing one of the newest members to the BetterWealth Team, Jen Fontanilla. Listen as I share why she inspired me by her passion and background, and how we are partnering together in the big mission to impact a million people by 2025. Jen shares her story and her path towards money management, authorship, financial coaching, and serving other people. Join me in welcoming Jen to the team!BetterWealth Links & Resources: Do Before I Do by Jen Fontanilla 2020-09-0447 min