Afleveringen
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Mark Moss breaks down his 3-asset wealth strategy using bitcoin, real estate, and whole life insurance.
Watch the Full Interview with Mark: https://youtu.be/hgPPpbjQ7P4
Want a Life Insurance Policy? Go Here: https://bttr.ly/bw-yt-aa-clarity
====================
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.
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Reacting to Princeton graduate, Danny Baer on the Natalie Brunell Show (@nataliebrunell), speaking about his new company that sells bitcoin only life insurance. Is this bold new idea innovative, risky, or a bit of both?
Want Us To Review Your 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
00:00 Bitcoin Meets Whole Life Insurance
03:11 How does this work?
06:06 Risks and Benefits
08:29 Tax Advantages
12:21 I have so many questions...
15:27 Final Thoughts & Future Considerations
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Learn More About BetterWealth: https://betterwealth.com
====================
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.
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Zijn er afleveringen die ontbreken?
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Discover how the wealthy legally pay zero capital gains tax using a Charitable Remainder Trust. If you own appreciated assets, this advanced strategy could change everything.
Want to Set Up a Charitable Remainder Trust? Click Here: bttr.ly/Legacy-Capital-Group
00:00 Intro to Charitable Remainder Trusts
02:52 Understanding the Charitable Remainder Trust Strategy
06:05 Charitable Remainder Trusts: Tax Benefits and Income Generation
08:4 Comparing Charitable Remainder Trusts with Other Trust Structures
11:47 Real-Life Applications and Examples of Charitable Remainder Trusts
14:59 Control and Flexibility in Charitable Remainder Trusts
17:59 Rules and Regulations Governing Charitable Remainder Trusts
20:54 Pros and Cons of Charitable Remainder Trusts
24:10 Age and Charitable Remainder Trusts: How It Affects Payouts
27:04 Final Thoughts on Charitable Remainder Trusts and Financial Planning
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.
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Chris Whalen breaks down Trump’s “Big Beautiful Bill,” rising tensions over tariffs, the growing debate between gold and Bitcoin, and why America’s exploding debt could trigger major consequences. We also explore inflation, reserve currency status, the Fed's future, and what investors should be watching in 2025.
Buy Chris' New Book: https://a.co/d/bY08A6d
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Learn More About BetterWealth: https://betterwealth.com
====================
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.
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Expert Tax Strategist Karlton Dennis @karltondennis breaks down advanced write-off strategies, IRS audit protection, Trump’s latest tax updates and potential tax cuts, crypto & bitcoin taxes, depreciation, and more! Karlton also reacts to some of the best and worst tax advise on the internet including responding to Jasmine DiLucci's tough criticism of him.
Check out Karlton's channel: @karltondennis
Want a Free Tax Strategy Review? Book a Call Here: https://betterwealth.com
Chapters
00:00 Intro
00:10 Understanding Tax Preparation vs. Tax Planning
03:03 Tax Cuts and Jobs Act
06:01 Bonus Depreciation and Its Implications
08:17 Evaluating Trump's First 100 Days
16:16 Navigating Deductions and Credits
18:41 The Importance of Tax Strategy
25:36 Difference of Tax Preparation and Tax Planning
27:28 Exploring Tax Credits
28:50 R&D Tax Credits and Their Benefits
35:00 Tax Strategies
37:32 Cryptocurrency Taxation Insights
40:16 Future of Cryptocurrency
43:06 Government Regulation and Cryptocurrency
44:06 Reacting to Viral Tax Videos
51:07 Basic Tax Strategies for Young Investors
56:31 Debate on 401(k) and Tax Deferral Strategies
01:00:03 Responding to Jasmine DiLucci's Strong Reaction to Karlton
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.
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In this epic debate, Chris Kirkpatrick @LIFE180 and James Barber @OregonCashFlowPro go head-to-head to argue the risks, rewards, and realities of using IUL vs whole life for Infinite Banking. They don’t just argue theory — they break down a real IUL policy illustration and analyze the numbers. This is the most detailed and honest conversation on the internet about IUL vs Whole Life.
Want Us To Review Your Life Insurance Policy? Click Here: https://bttr.ly/yt-policy-review
Want To Start Infinite Banking? Go Here: https://bttr.ly/bw-yt-aa-clarity
Want FREE Whole Life Insurance Resources & Education? Go Here: https://bttr.ly/yt-bw-vault
00:00 Intro
02:46 Understanding Policy Design and Performance
06:08 The Role of Market Conditions in Policy Success
09:00 The Misrepresentation of IULs
12:03 Aligning Financial Products with Values
15:11 The Importance of Proper Policy Design
18:04 The Future of IULs and Whole Life Policies
20:57 Navigating the Life Insurance Landscape
38:11 Understanding Cap Rates and Product Variability
39:50 The Impact of Policy Timing on Returns
42:07 Mortality Rates and Dividend Adjustments
44:34 Whole Life vs. IUL: A Comparative Analysis
52:08 Investment Philosophy: IUL as a De-risking Tool
54:31 Bond Alternatives and Market Exposure
01:01:56 Understanding Borrowing Costs in Life Insurance Policies
01:04:35 The Role of Whole Life and IUL in Financial Strategy
01:06:52 Income Projections and the Risks of Life Insurance Products
01:09:03 Debating IUL vs Whole Life: Key Arguments and Counterarguments
01:12:50 Regulatory Changes and Their Impact on Life Insurance Products
01:16:00 Philosophical Perspectives on Life Insurance as an Investment
01:20:54 Final Thoughts on IUL and Whole Life Strategies
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.
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Retirement Expert James Conole @RootFP breaks down how to retire wealthy with smart strategies around tax-free income, 401(k)s, Roth conversions, investment risk, Social Security, and the psychology of spending in retirement. Plus, we debate whole life insurance vs. bond alternatives, explore annuities, reverse mortgages, and the surprising ways legacy and lifestyle planning shape long-term wealth.
Check out James Conole's Channel: @RootFP
Want FREE Whole Life Insurance Resources & Education? Go Here: https://bttr.ly/yt-bw-vault
00:00 Intro
02:36 The Importance of Financial Planning
04:47 Framework for Retirement Planning
12:44 Understanding Cash Flow and Inflation
17:44 Investment Strategies and Risk Management
21:27 Typical Withdrawal Rate For 5 Years
32:34 Understanding Root Reserves
36:21 Risk Tolerance vs. Risk Capacity
39:20 James Conole's Liquid Investments
44:48 Exploring Annuities and Their Benefits
48:52 Tax Advantages
52:49 Retirement As an Income Strategy
57:31 Navigating Reverse Mortgages
01:01:44 Cashflow in Financial Planning
01:04:10 Gold and Precious Metals
01:07:25 Debt Management and Financial Strategies
01:08:25 Tax Planning for Retirement
01:21:11 Business Or Invesments
01:27:00 Finding Purpose and Intentional Living
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Learn More About BetterWealth: https://betterwealth.com
====================
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.
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Want Us To Review Your Life Insurance Policy? Click Here: https://bttr.ly/yt-policy-review
Want Whole Life Insurance? Schedule a Call Here: https://bttr.ly/aa-yt-clarity
Learn More About the And Asset: https://bttr.ly/andasset
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 information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.
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Every life insurance agent has an opinion on direct vs non-direct recognition — but does it really matter? In this video, we break down how dividend recognition works, compare major carriers, explore loan interest rate impacts, and zoom out to reveal what truly matters in your policy. Whether you're deep into infinite banking or just curious, this will help you see the full picture.
Want Us To Review Your Life Insurance Policy? Click Here: https://bttr.ly/yt-policy-review
Learn More About the And Asset: https://bttr.ly/andasset
00:00 Understanding Direct vs Non-Direct Recognition
03:08 The Mechanics of Dividend Recognition
05:47 Comparing Direct and Non-Direct Recognition Carriers
09:02 Evaluating the Impact of Loan Interest Rates
11:48 The Bigger Picture: Life Insurance Purpose
14:48 Final Thoughts on Policy Loans
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 information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.
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Trump’s new tax strategy is turning heads — and it could completely change how smart entrepreneurs and investors handle taxes moving forward. Karlton Dennis breaking down the biggest tax shifts coming under Trump’s 2025 plan.
Subscribe to the BetterWealth Youtube Channel so you don't miss the full interview when it drops here: https://youtu.be/iPyJquI92ME
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Learn More About BetterWealth: https://betterwealth.com
====================
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.
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Debating a passionate Dave Ramsey coach on three major financial topics: debt, credit cards, and 15 vs 30 year mortgages.
Watch More Financial Debates: https://www.youtube.com/playlist?list=PLSXbgsLBVKmFerNYLHAcDf3aj23Xx3U1V
Connect with Caleb Bale's Channel: @CalebBaleFinance
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Learn More About BetterWealth: https://betterwealth.com
====================
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.
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Charlie Chang @CharlieChang shares the real and wildly successfull journey that led him to 7 figures+ and financial freedom. He breaks down his wealth playbook—from his most profitable side hustles and top investing principles to the overlooked power of AI and virtual assistants in scaling a modern business.
What You'll Learn in Today's Podcast:
00:00 The Journey of an Entrepreneur
02:55 Exploring Side Hustles and Income Streams
05:50 The Power of AI in Business
09:23 Leveraging Virtual Assistants for Efficiency
11:47 Investing Strategies and Wealth Growth
17:46 Navigating Taxes and Financial Strategies
23:29 Staying in Your Lane: The Power of Focus
25:41 Investing in Yourself: The Right Approach
26:55 Money Mistakes: Learning from Experience
31:39 Health and Wealth: The Importance of Balance
33:26 Learning and Growth: The Role of Continuous Education
36:39 Starting Over: Building a Business from Scratch
39:08 Scaling Your Business: Strategies for Growth
44:04 Final Thoughts: Inspiration and Future Goals
Connect with Charlie Chang:
https://www.youtube.com/@CharlieChang
https://www.instagram.com/charlie__chang
______________________________________________
Learn More About BetterWealth: https://betterwealth.com
====================
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.
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Listen To The Full Interview with Mark Moss: https://youtu.be/hgPPpbjQ7P4
A secret billionaire is helping shape one of the most ambitious Bitcoin plays we've seen from a U.S. administration.
Is this the beginning of a new financial era?
What does it mean for the dollar… and for your wealth?
The man behind it all?
Howard Lutnick.
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Learn More About BetterWealth: https://betterwealth.com
====================
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.
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Ryan Pineda @RyanPineda has been referred to as the "real estate expert of YouTube" by Graham Stephan. In this interview, Ryan walks through the frameworks and processes he's used to scale his businesses with debt in contrast to Dave Ramsey's.
Connect with Ryan Pineda:
@RyanPineda
Instagram: https://www.instagram.com/ryanpineda
______________________________________________
Learn More About BetterWealth: https://betterwealth.com
0:00 - 1:42 - Intro
1:42 - 4:39 – Losing Everything in 2008 Shaped Me
4:39 - 6:03– How I Landed an Interview with Dave Ramsey
6:03 - 8:53 – Ramsey’s Debt-Free Strategy vs. Entrepreneurial Debt
8:53 - 10:29 – What Are Your Financial First Principles?
10:29 - 13:11 – The Real First Investment: You
13:11 - 16:31 - – Business Scaling 101: People Are the Key
16:31- 23:51 – The 5-Step Framework to Build Any Business
23:57 - 24:35 – Why Most Businesses Plateau at $1M
24:36 - 30:00 – Funnels, Brand, and Scaling with Paid Ads
30: 02 - 31:47 – Business Models That Actually Scale
31:47 - 33:27 – Investing in People and Building Culture
33:27 - 37:44 – My Personal Investment Strategy
37:44 - 39:13 – My Love-Hate Relationship with Crypto
39:13 - 46:05 – The $30M Exit Plan & Passive Income Blueprint
46:05 - 48:05 – Can a W-2 Employee Really Build Wealth?
48:05 - 50:05 – Where Real Estate is Headed (2025–2027)
50:05 - 52:40 – Redefining Risk: What You Really Have to Lose
52:40 - 54:36 – The Problem with Passive Income & Kiyosaki
54:36 - 57: 40 – If This Were My Last Day on Earth…
====================
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.
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In this Bitcoin masterclass, Mark Moss explains how to build and protect wealth using Bitcoin, the implications of Trump’s Bitcoin reserve, and the economic factors that could drive Bitcoin to $1 million by 2030. Learn why Bitcoin is becoming a critical asset in today’s shifting financial landscape.
Mark Moss' Roadmap to Profiting from Bitcoin, AI, robotics, Energy, and Quantum computing in 2025 - https://bit.ly/MarkMossWealth2025
Learn More About BetterWealth: https://betterwealth.com
Want FREE Whole Life Insurance Resources & Education? Go Here: https://bttr.ly/yt-bw-vault
====================
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.
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In this masterclass, David Valcourt— who advises clients averaging $300M in net worth — reveals the secret strategies behind premium finance, private placement life insurance (PPLI), and partner-owned life insurance (POLI).
Speak with an Expert on Premium Financing, PPLI, or POLI: https://bttr.ly/David-Valcourt
0:00 Intro
1:20 Background and Story
3:23 Understanding Financial Planning and Its Impact
6:23 High Turnover in Finance: Why It Happens
7:57 Premium Finance
11:36 How Much Minimum Networth Needed Before Getting Into Premium Finance?
16:28 Premium Financing: The Pros & Cons
23:26 Why The Regulators Step In?
26:44 Is It Possible With PPLI To Have Higher Early Cash Value?
30:45 Potential Downfall of PPLI
34:36 Final Thoughts
Want Whole Life Insurance? Click Here To Meet Our Team: https://bttr.ly/aa-yt-clarity
Want Free Life Insurance Education & Resources? Unlock the Vault: https://bttr.ly/yt-aa-vault
======================
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 information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.
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After interviewing 45 billionaires and reading over 120 books they've written, Richard Wilson shares the real reason ultra-wealthy people succeed. It's not just strategy — it's mindset. In this episode, we uncover how billionaires think, invest, protect their health, and raise their families. This isn't theory — it's a practical look at how you can apply the billionaire blueprint to your own life.
Connect with Richard:
Resources - [email protected]
https://familyoffices.com/
We're compiling a sheet of the best alternative investments that have been talked about on our channel over the last 7 years. If you want access to this when it's released, sign up here - https://betterwealth.com/altassetlist
Want a Life Insurance Policy? Go Here: https://bttr.ly/bw-yt-aa-clarity
Want FREE Whole Life Insurance Resources & Education? Go Here: https://bttr.ly/yt-bw-vault
______________________________________________
✉️ Email BetterWealth: https://bttr.ly/info
WEBSITE: https://betterwealth.com
====================
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.
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Reacting to bad takes on infinite banking and life insurance with Devin Burr Aka, Mr.Brrrr.
Buy Your Ticket for The Life Insurance Summit: https://betterwealth.com/summit
Want FREE Whole Life Insurance Education? Go Here: https://bttr.ly/yt-bw-vault
Want a Life Insurance Policy? Go Here: https://bttr.ly/bw-yt-aa-clarity
Connect with Mr. BRRRR:
https://www.youtube.com/@Mr_brrrr
https://www.instagram.com/mr_brrrr
0:00 Intro
0:12 Prediction on Talking Points
0:24 Investing vs IBC
4:51 It’s a Product not the Concept
8:08 Why Infinite Banking Is A Scam
11:57 Debunking Criticisms
17:18 Dave Ramsey's View on Infinite Banking
22:30 Life Insurance Is Not An Investment
23:21 Efficiency is the Key Principle
__________________________________________
WEBSITE: https://betterwealth.com
====================
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.
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For years, Kyle ignored whole life insurance, thinking it wasn’t a smart financial move—until he had kids. In this testimony, he shares why he chose to buy life insurance for his children first, how it changed his perspective, and why he now sees it as a powerful tool for building generational wealth.
Want Free Life Insurance Education & Resources? Unlock the Vault: https://bttr.ly/yt-aa-vault
Want Whole Life Insurance? Click Here: https://bttr.ly/aa-yt-clarity
Learn More about the And Asset:
Website: https://bttr.ly/andasset
00:00 Kyle's Journey with Life Insurance
06:34 Understanding Whole Life Insurance and Its Benefits
11:57 Multi-Generational Financial Planning
16:29 The Role of Whole Life Policies in Emergency Funds
22:15 Estate Planning and Family Legacy
29:23 Future Considerations in Financial Planning
======================
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 information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.
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Justin Donald reveals the playbook investment strategies by the ultra-wealthy, highlighting their focus on alternative assets like private equity, private credit, and unique real estate ideas rather than traditional stock market investments.
Sign Up For The Alternative Investment Sheet: https://betterwealth.com/altassetlist
Connect with Justin Donald:
YouTube - https://www.youtube.com/@thelifestyleinvestor
Free ($500 Value) Consultation: https://lifestyleinvestor.com/consultation
00:00 The Wealthy and Alternative Investments
09:10 Masterclass on Alternative Investing
12:29 The Role of Family Offices
18:37 Private Credit
24:53 The Real Estate Landscape: Opportunities and Risks
28:18 Creating a Resource for Alternative Assets
30:10 Vetting Deals: Key Principles for Success
35:28 Future Real Estate Trends and Opportunities
41:40 Exploring the Landscape of Private Equity and Venture Capital
43:24 Strategies for Successful Investing in Private Equity
45:41 The Role of Precious Metals and Cryptocurrency in Investment
47:03 Investing in Oil and Gas: Risks and Rewards
48:36 The Importance of Tax Strategy in Wealth Building
49:56 Life Insurance as a Financial Tool
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.
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