Welcome back to the Passive Wealth Strategies show. Today we meet our guest Caleb Guilliams as he delves into the best strategies for building your wealth.

 

After taking over the entire investment department of a bank by the age of 19, Caleb saw firsthand how 98% of Americans were financially failing despite "professional" financial advising.  After 3 years of traveling the country being mentored by the most successful financial minds, Caleb discovered a better way to build wealth.  Leaving his prestigious position at the bank, Caleb founded the company BetterWealth, authored the best-selling book "The AND Asset", hosts the Better Wealth Podcast, and speaks to thousands around the world. One of the youngest leaders in the industry, Caleb is quickly becoming The New Face of Finance."

[00:01 - 09:50] Opening Segment

 

Caleb gives an introduction about himselfWealth in the Face of the Youth

Caleb talks about his vision, mission, and infinite banking

 

[09:51 - 13:49] Wants, Needs, and Importance

 

Helping People in What They Want 

Knowing What’s Important

Rate of Return, Return of Result

 

[13:50 - 24:07] How to Build Better Wealth

 

“What about travel?”

Caleb talks about syndications

Cash Flow Ratio Model

The Life Cycle of Money

Caleb references his book 

Caleb shares how he looks at his clients

Return of Time

 

[24:08 - 30:43] Closing Segment

 

Quick break for our sponsors

What is the best investment you've ever made other than your education?People and systems

Caleb’s worst investmentAnytime he was greedy

What is the most important lesson that you've learned in business and investing?“Stay true to yourself and don’t forget the reason why you started.”

Connect with my guest. See the links below.

 

Resources Mentioned:

The AND Asset

 

Tweetable Quotes:

“I could care less about the money I was making, I very much cared about learning.” - Caleb Guilliams

“If real estate syndication is set up properly, it’s probably one of the best things you can do.” - Caleb Guilliams

“I would not be willing to trade places with the richest man in the world.  Why?  Because of time.” - Caleb Guilliams

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Connect with Caleb through [email protected], Facebook, Instagram, and Linkedin.

Visit his website: https://www.betterwealth.com/, Youtube, and Better Wealth with Caleb Guilliams.

 

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