Caleb talks with a legend of the industry: Scott Christensen. Scott Christensen is an insurance professional with over 40 years of experience helping families and business owners plan for the future. Scott has had the privilege to train and coach hundreds of insurance agents and financial professionals over the last 30+ years on how to create and preserve wealth. They talk about Scott's story and what he had gone through, his philosophy about how money works, and more. Be sure to stay tuned and enjoy this episode!

Links and Resources from this Episode https://betterwealthsolutions.com

For additional information go to http://betterwealthpodcast.com/ or check out Caleb at https://calebguilliams.com (https://calebguilliams.com)

Connect with Scott Christensen

https://alliancegroupfinancial.com/our-people/

Get Your Free Copy of The AND Asset https://andasset.com/book

Show Notes Scott's background - 2:09

Starting his insurance career - 2:42

Scott's AHA moment - 4:15

Setting financial goals - 4:47

Having the experience and knowledge - 5:58

Key things happening in his life - 6:50

Being a traditional thinker and planner - 7:25

Scott's definition of financial certainty - 9:14

Reducing the number of assumptions - 10:57

His granddaughter's story and how he changed his mindset on money - 11:27

Helping families generationally - 12:51

A client's story about using life insurance - 13:44

What is life all about according to Scott - 15:50

What challenges he had gone through during his life - 17:04

The emotional side of seeing a loved one die - 19:27

Be your greatest asset - 23:27

Planning for the future - 24:12

Creating tax-free generational wealth - 24:52

Life insurance and human life value for every generation - 25:41

Scott's definition of human life value - 26:02

Scott's answer for the legacy question - 28:19

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Caleb talks with a legend of the industry: Scott Christensen. Scott Christensen is an insurance professional with over 40 years of experience helping families and business owners plan for the future. Scott has had the privilege to train and coach hundreds of insurance agents and financial professionals over the last 30+ years on how to create and preserve wealth. They talk about Scott's story and what he had gone through, his philosophy about how money works, and more. Be sure to stay tuned and enjoy this episode!

Connect with Scott Christensen

• https://alliancegroupfinancial.com/our-people/

#BetterWealth

📞 Free 15 Minute Clarity Call: https://bttr.ly/ytclarity

📕 The And Asset Book: https://bttr.ly/book

💸 BetterWealth Quiz: https://bttr.ly/quiz

AndAsset.com: https://bttr.ly/andasset

🎥 BetterWealth Youtube - https://bttr.ly/bwyoutube

🤵🏼 Financial Advisor, Agent or Coach: https://bttr.ly/advisor

For over 30 years, Mark Bertrang has been a trusted advisor to families. He is the creator of Financialoscopy®. As a professional communicator (broadcasting was his first career), for more than a generation, Mark has communicated the message of financial security. Engaging audiences at financial conferences and industry meetings throughout the country provides an outlet to share his passionate message. In today's episode, Caleb talks with Mark about his story, his vision, and his mission to help clients ensure their loved ones. Enjoy!

Links and Resources from this Episode https://betterwealthsolutions.com

For additional information go to http://betterwealthpodcast.com/ or check out Caleb at https://calebguilliams.com (https://calebguilliams.com)

Connect with Mark Bertrang

http://www.bertrangfinancial.com/

http://www.bertrangfinancial.com/content/about-us/the-team

https://twitter.com/financialoscopy?lang=en

https://www.linkedin.com/in/markbertrang

Mark’s book: https://www.amazon.com/Investments-Dont-Hug-Embracing-Insurance-ebook/dp/B01N0WIOTE

Get Your Free Copy of The AND Asset https://andasset.com/book

Show Notes How Caleb and Mark met - 2:21

Mark's background - 3:14

Is it all about assets? - 3:55

Accelerating clients' career and knowledge - 4:57

Keeping your cash your safe- 6:25

The value of controlling your money - 7:33

Mark's book: Investments Don't Hug - 9:00

Having a plan is vital! - 9:43

Learn about life insurance - 10:03

A product that offers you something that others cannot guarantee - 12:10

About Financialoscopy® - 13:32

Mark's examples using life insurance - 16:01

Emotional stories - 19:06

Mark's answer for the legacy question - 19:33

Review, Subscribe and Share If you like what you hear please leave a review by clicking here

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For over 30 years, Mark Bertrang has been a trusted advisor to families. He is the creator of Financialoscopy®. As a professional communicator (broadcasting was his first career), for more than a generation, Mark has communicated the message of financial security. Engaging audiences at financial conferences and industry meetings throughout the country provides an outlet to share his passionate message. In today's episode, Caleb talks with Mark about his story, his vision, and his mission to help clients ensure their loved ones. Enjoy!

Connect with Mark Bertrang

• http://www.bertrangfinancial.com/
• http://www.bertrangfinancial.com/content/about-us/the-team
• https://twitter.com/financialoscopy?lang=en
• https://www.linkedin.com/in/markbertrang
• Mark’s book: https://www.amazon.com/Investments-Dont-Hug-Embracing-Insurance-ebook/dp/B01N0WIOTE

#BetterWealth

📞 Free 15 Minute Clarity Call: https://bttr.ly/ytclarity

📕 The And Asset Book: https://bttr.ly/book

💸 BetterWealth Quiz: https://bttr.ly/quiz

AndAsset.com: https://bttr.ly/andasset

🎥 BetterWealth Youtube - https://bttr.ly/bwyoutube

🤵🏼 Financial Advisor, Agent or Coach: https://bttr.ly/advisor

Trent has become the coach best known for creating sales conversations and questions that remove resistance from the sales process and motivates prospective clients and advisors alike to take action now to improve their financial lives today so they can live the life they want. Caleb talks about how they met each other, Trent's mission, his coaching program, and a lot more, so be sure to stay tuned until the end, and enjoy this episode!

Links and Resources from this Episode https://betterwealthsolutions.com

For additional information go to http://betterwealthpodcast.com/ or check out Caleb at https://calebguilliams.com (https://calebguilliams.com)

Connect with Trent Fortner

https://www.linkedin.com/in/trentfortner

https://www.facebook.com/Coachtrentfortner

https://twitter.com/dtrentfortner?lang=en

Get Your Free Copy of The AND Asset https://andasset.com/book

Show Notes How they met - 1:16

Think on what you do what you do - 1:55

Trent's story and how he got into this business - 3:30

Being a financial coach for advisors - 5:48

Trent's mission - 6:07

Be careful with bad influences in life - 8:18

Coaching people how money works - 8:38

Fear of how to handle the success - 9:51

Gratitude is a way to accept things in life - 10:50

Ask yourself what you want to be - 11:51

What you can do to reduce your loses - 12:53

The value of a dollar that you are not using it - 16:00

Playing a financial game that you do not know the rules of - 17:19

Working in some books for the future - 19:59

Trent's answer for the Legacy Question - 20:22

Do not overcomplicate your financial decisions - 20:54

The economic life value - 21:20

Maintain control of your money - 21:58

Lessons that he learned after making mistakes - 22:00

Review, Subscribe and Share If you like what you hear please leave a review by clicking here

Make sure you’re subscribed to the podcast so you get the latest episodes.

Subscribe with Apple Podcasts

Follow on Spotify

Subscribe with Stitcher

Trent has become the coach best known for creating sales conversations and questions that remove resistance from the sales process and motivates prospective clients and advisors alike to take action now to improve their financial lives today so they can live the life they want. Caleb talks about how they met each other, Trent's mission, his coaching program, and a lot more, so be sure to stay tuned until the end, and enjoy this episode!

Connect with Trent Fortner

• https://www.linkedin.com/in/trentfortner
• https://www.facebook.com/Coachtrentfortner
• https://twitter.com/dtrentfortner?lang=en

#BetterWealth

📞 Free 15 Minute Clarity Call: https://bttr.ly/ytclarity

📕 The And Asset Book: https://bttr.ly/book

💸 BetterWealth Quiz: https://bttr.ly/quiz

AndAsset.com: https://bttr.ly/andasset

🎥 BetterWealth Youtube - https://bttr.ly/bwyoutube

🤵🏼 Financial Advisor, Agent or Coach: https://bttr.ly/advisor

 

Make sure you’re subscribed to the podcast so you get the latest episodes.

• Subscribe with Apple Podcasts
• 
  
• Follow on Spotify
• 
  
• Subscribe with Stitcher

What an amazing experience! The Truth Training gave Caleb and Ian Messina insight knowledge about calculators, interest rates, ROR... and more. Listen to this episode as they talk about Truth Training's summary!

Links and Resources from this Episode https://betterwealthsolutions.com

For additional information go to http://betterwealthpodcast.com/ or check out Caleb at https://calebguilliams.com (https://calebguilliams.com)

https://truthconcepts.com/truth-training/

Get Your Free Copy of The AND Asset https://andasset.com/book

Show Notes Day 3 at Truth Training - 2:32

Key highlights of day 3 - 3:40

There are so many ways you can buy a house - 4:37

Breaking down the mortgage - 5:31

Talking about inflation - 9:55

Human behavior when it comes to investing - 10:44

What you thought was truth, may not be - 12:01

Get the most value of all that you're doing - 14:18

Helping people understand how money works - 16:38

Why documentaries are so great - 20:07

Ian's answer for The Legacy Question - 20:34

Ian's biggest goal for this year - 21:41

Review, Subscribe and Share If you like what you hear please leave a review by clicking here

Make sure you’re subscribed to the podcast so you get the latest episodes.

Subscribe with Apple Podcasts

Follow on Spotify

Subscribe with Stitcher

What an amazing experience! The Truth Training gave Caleb and Ian Messina insight knowledge about calculators, interest rates, ROR... and more. Listen to this episode as they talk about Truth Training's summary!

Links and Resources from this Episode

• https://betterwealthsolutions.com
• For additional information go to http://betterwealthpodcast.com/ or check out Caleb at https://calebguilliams.com 
• https://truthconcepts.com/truth-training/

Get Your Free Copy of The AND Asset

• https://andasset.com/book 

Show Notes

• Day 3 at Truth Training - 2:32
• Key highlights of day 3 - 3:40
• There are so many ways you can buy a house - 4:37
• Breaking down the mortgage - 5:31
• Talking about inflation - 9:55
• Human behavior when it comes to investing - 10:44
• What you thought was truth, may not be - 12:01
• Get the most value of all that you're doing - 14:18
• Helping people understand how money works - 16:38
• Why documentaries are so great  - 20:07
• Ian's answer for The Legacy Question - 20:34
• Ian's biggest goal for this year - 21:41

Review, Subscribe and Share

If you like what you hear please leave a review by clicking here

Make sure you’re subscribed to the podcast so you get the latest episodes.

• Subscribe with Apple Podcasts
• Follow on Spotify
• Subscribe with Stitcher

Today, Caleb and Ian Messina dive into some insights that they learned at the training: the return on result (ROR), whole life insurance, how to use calculators, and much more. Stay tuned!

Links and Resources from this Episode https://betterwealthsolutions.com

For additional information go to http://betterwealthpodcast.com/ or check out Caleb at https://calebguilliams.com (https://calebguilliams.com)

https://truthconcepts.com/truth-training/

Get Your Free Copy of The AND Asset https://andasset.com/book

Show Notes Do you want to understand what's going on with the numbers? - 2:49

Interest rates confuse people - 4:11

Getting clear on the return on result - 4:38

What's truly the truth? - 5:21

Why do people care so much about interest rates? - 5:42

What's the greatest thing about Truth Training? - 7:22

The best calculator to understand how numbers work - 7:54

Understanding what's the rate on return - 9:03

When you can use the calculator - 13:40

Research more - 14:43

Helping you get to the next level -16:52

Review, Subscribe and Share If you like what you hear please leave a review by clicking here

Make sure you’re subscribed to the podcast so you get the latest episodes.

Subscribe with Apple Podcasts

Follow on Spotify

Subscribe with Stitcher

Today, Caleb and Ian Messina dive into some insights that they learned at the training: the return on result (ROR), whole life insurance, how to use calculators, and much more. Stay tuned!

• https://truthconcepts.com/truth-training/

#BetterWealth

📞 Free 15 Minute Clarity Call: https://bttr.ly/ytclarity

📕 The And Asset Book: https://bttr.ly/book

💸 BetterWealth Quiz: https://bttr.ly/quiz

AndAsset.com: https://bttr.ly/andasset

🎥 BetterWealth Youtube - https://bttr.ly/bwyoutube

🤵🏼 Financial Advisor, Agent or Coach: https://bttr.ly/advisor