Wealth Without Bay Street EPISODE #104: Today on Wealth Without Baystreet, we are pleased to have Bryan S. Bloom. Bryan has been a CPA for more than 35 years, throughout those years he was involved in income tax returns as well as planning a retirement. His experience in planning retirement comes from helping individuals practically plan their retirement over the past 15 years. Bryan has also authored five books, the series Confessions of a CPA, which reveals why what he was taught to be true as a CPA turned out not to be true. He says, “We have no chance of success if we follow what we are taught in academia, traditional planning, and the popular media.”

Bryan and his wife, Pam celebrate 40 years of marriage together and have two daughters and four grandchildren. For Bryan, retirement is enjoying the joy of his life and sharing it with people around the country some of the financial realities in life that differ greatly from what we have all been taught to believe.

IN THIS EPISODE, YOU WILL LEARN:

0:00 Introduction

4:40 Confessions of a CPA

7:17 To Pay Taxes on the Harvest or the Seed?

13:19 How to Have a Conversation With a CPA

17:46 The Original Insurance Concept

21:54 Learn and Work With Experienced People

30:34 Employer Retirement Plan

40:52 Policy Loans From Life Insurance Contracts

48:52 Who Would Bryan Want To Be a Hero To