BetterWealth with Caleb Guilliams

By BetterWealth Media

BetterWealth helps 6–7 figure entrepreneurs build, protect, and grow their wealth through strategic whole life insurance designs and alternative wealth strategies. Your host, Caleb Guilliams, features... more

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The podcast currently has 1,004 episodes available.

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Number 1: His Wealth Exploded When He Stopped Chasing Higher Returns | Dave Mozeika
Dave Mozeika, the CEO of Currence, teaches how he increased wealth from $120k to $2.2M (400% Increase) by practicing a simple cash flow strategy that removes additional risk and doesn't require earning higher rates of return. Watch the Interview on Youtube for Visuals - https://youtu.be/q-llbB-zMO0 Want to See If Whole Life Insurance Can Improve Your Financial Plan? Click Here: https://betterwealth.com/go/yt/q-llbB-zMO0 Want Us To Review Your Permanent Life Insurance Policy? Click Here: https://betterwealth.com/review/yt/q-llbB-zMO0 Want Free Whole Life Insurance Resources & Education? Go Here: https://betterwealth.com/guide/yt/q-llbB-zMO0 Chapters: Introduction to Currence: (0:00 - 1:56) Dave Mozeika introduces Currence, a structural solution designed to manage personal cash flow. Origin Story & Philosophy: (1:56 - 8:27) Discussion of Dave’s career background in the life insurance industry and the realization that most Americans face a "flow of funds" problem rather than a savings rate problem. The $120,000 Wealth Potential Case Study: (8:27 - 16:37) A breakdown of why chasing higher rates of return is less effective than controlling the gap between income and expenses (the "unconscious savings" strategy). The Mechanics of the Cash Flow Reservoir: (16:37 - 25:53) Explaining how separating spending from income using a reservoir account allows for better financial control and asynchronous cash flow. Compound Cash Flow vs. Compound Interest: (25:53 - 31:47) Emphasizing the importance of creating cash flow engines to generate renewable income instead of just accumulating wealth. The Role of Permanent Life Insurance: (31:47 - 38:07) Exploring why whole life insurance acts as a foundational asset for protecting against life’s risks and providing capital flow. Closing & Implementation: (38:07 - 41:50) A recap on how the Currence app facilitates this structure for both members and financial strategists. Learn More About BetterWealth: https://betterwealth.com/home/yt DISCLAIMER: https://bttr.ly/aapolicy *This video is for entertainment purposes only and is not financial or legal advice. 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 given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.
September 15, 202642min
Number 2: Private Equity Is Targeting Your 401(k) Next | Barry James Dyke
Barry James Dyke the Bestselling author of, The Pirates of Manhattan warns about the incoming threat of private equity coming for your retirement savings, including your 401k and IRA. Barry walks Caleb Guilliams through the evidence and past behavior of the largest Wall Street corporations in order to control more of your money's liquidity. Watch the Interview on Youtube for Visuals - https://youtu.be/xUZiCgRKJ3o Learn More About About Barry's Work: https://www.barryjamesdyke.com Want to See If Whole Life Insurance Can Improve Your Financial Plan? Schedule Your Clarity Call Here: https://bttr.ly/bw-yt-aa-clarity Want Us To Review Your Permanent Life Insurance Policy? Click Here: https://bttr.ly/yt-policy-review Want Free Whole Life Insurance Resources & Education? Go Here: https://bttr.ly/yt-bw-vault Learn More About BetterWealth: https://betterwealth.com Chapters: 0:00 - Introduction to the Retirement Crisis 1:28 - Critiquing Wall Street & BlackRock 7:06 - The Dangers of Private Equity in 401(k)s 12:56 - Solutions & Financial Fundamentals 16:02 - Reviewing Barry James Dyke's Books 21:42 - Why Do You Do This? 22:20 - Barry Get's Emotional DISCLAIMER: https://bttr.ly/aapolicy *This video is for entertainment purposes only and is not financial or legal advice. 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 given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.
September 01, 202625min
Number 3: The $140,000 Social Security Mistake 96% of People Make | Thomas Drapala
Social Security analyst Thomas Drapala breaks down how the average person leaves $140,000 on the table by claiming Social Security without a plan. Caleb Guilliams and Thomas walk through why 96% of people get this decision wrong, the difference between optimizing and maximizing your benefit, and the real questions you should be asking before you file. If you're within a few years of retirement, this is the framework nobody sat you down to explain. Watch the Interview on Youtube for Visuals - https://youtu.be/pI-w1jHhlIU Want to Get RSSA Certified? Check Out Our Special Certification Offer Here: https://rssa.com/betterwealth/ Watch the Interview on Youtube for Visuals - https://youtu.be/pI-w1jHhlIU Want to See If Whole Life Insurance Makes Sense for You? Click Here: https://betterwealth.com/go/yt/pI-w1jHhlIU Want Us To Review Your Permanent Life Insurance Policy? Click Here: https://betterwealth.com/review/yt/pI-w1jHhlIU Want Free Whole Life Insurance Resources & Education? Go Here: https://betterwealth.com/guide/yt/pI-w1jHhlIU Chapters: 00:00 Intro 08:21 Why Social Security Planning Matters? 17:27 I Social Security Running Out? 26:10 Social Security Overpayment and Mistakes 32:32 Key Social Security Terms and Rules 40:52 Types of Social Security Benefits 53:03 Survivor Benefits and Special Rules 1:03:49 The Earnings Test and Limits Learn More About BetterWealth: https://betterwealth.com/home/yt DISCLAIMER: https://bttr.ly/aapolicy *This video is for entertainment purposes only and is not financial or legal advice. 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 given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.
September 22, 20261h 18min
Number 4: Inside Mark Walter's $17 Billion Insurance Scandal | With Fraud Investigator Tom Gober
Fraud investigator Tom Gober explains the $17 Billion insurance scandal of Mark Walter, Guggenheim and the Dodgers. Mark Walter is the previous owner of the LA Lakers and current owner of The Dodgers and is drawing worldwide attention for shady insurance practices tied to his own business. Watch the Interview on Youtube for Visuals - https://youtu.be/iMFsoUeZdLI Want to See If Whole Life Insurance Can Improve Your Financial Plan? Schedule Your Clarity Call Here: https://bttr.ly/bw-yt-aa-clarity Want Us To Review Your Permanent Life Insurance Policy? Click Here: https://bttr.ly/yt-policy-review Want Free Whole Life Insurance Resources & Education? Go Here: https://bttr.ly/yt-bw-vault Learn More About BetterWealth: https://betterwealth.com Chapters: 00:00 - Introduction to the Mark Walter Investigation 01:33 - Explanation of Affiliated Investments and Insurance Structure 05:28 - Concerns with Liquidity and Risk in Private Equity Ownership 07:38 - Regulation Standards for Affiliated Investments 12:06 - Offshore Reinsurance and the Use of Cayman Islands Accounts 14:25 - Greg Lindberg Case Study and Historical Context 18:06 - 2014 Complaint and the History of the Current Investigation 20:16 - Current Risk Analysis of Insurance Carriers 23:36 - Advice and Critical Information for Policyholders 25:24 - Future Predictions and Potential Liquidity Stress Events 26:24 - Closing Remarks and the Value of Mutual Insurance Companies DISCLAIMER: https://bttr.ly/aapolicy *This video is for entertainment purposes only and is not financial or legal advice. 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 given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.
August 28, 202632min
Number 5: I Asked Ed Slott To Give Away His Tax-Free Retirement Playbook
Americas IRA expert Ed Slott breaks down his personal tax-free retirement & estate planning playbook. Want To See How Permanent Life Insurance Can Improve Your Retirement Plan? Click Here: https://bttr.ly/bw-yt-aa-clarity Ed Slott walks Caleb Guilliams through traditional vs. Roth IRAs, future tax risk, permanent life insurance, tax diversification, Social Security, annuities, estate planning, and strategies for creating lasting, tax-free financial security for generations. Watch the Interview on Youtube for Visuals - https://youtu.be/tFBCwAkgkyU Want Us To Review Your Permanent Life Insurance Policy? Click Here: https://bttr.ly/yt-policy-review Want Free Whole Life Insurance Resources & Education? Go Here: https://bttr.ly/yt-bw-vault Learn More About BetterWealth: https://betterwealth.com Chapters: 00:00 Introduction: The Tax-Free Retirement Thesis 01:07 The IRA Paradox: Growing and Eroding at Once 02:56 Strategic Tax Planning: Moving from Forever Tax to Never Tax 06:03 Framework for Younger Investors (30s and 40s) 08:01 The Role and Critique of Permanent Life Insurance 10:13 Estate Planning and the Impact of the Secure Act 14:06 The Power of Life Insurance as a Financial Backstop 19:44 Ed Slott’s Origin Story: Becoming the IRA Expert 26:55 Educational Workshops and Elite Advisor Training 31:45 Perspectives on Social Security and Future Tax Changes 37:40 Investment Philosophy: Understanding What You Own 40:09 Final Thoughts on Financial Security and Legacy 48:27 Non-Financial Wisdom: What Matters Most DISCLAIMER: https://bttr.ly/aapolicy *This video is for entertainment purposes only and is not financial or legal advice. 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 given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.
August 25, 202652min