AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
BetterWealth with Caleb Guilliams
"We Made $190,000 and don't know what to do with it" | BetterWealth Q&A
Oct 11, 2023
Topics covered in this podcast include the advantages of a HELOC, determining the best source of capital, the differences between a HELOC and infinite banking, using cash from selling a home for a new home or Airbnb investment, setting up trust and life insurance in Europe, and a call to action for listener engagement.
52:15
AI Summary
AI Chapters
Episode notes
Podcast summary created with Snipd AI
Quick takeaways
- The first step in creating a wealth management framework is to gain clarity on your financial goals and current situation.
- Optimize your savings by ensuring your assets are aligned with your goals and values.
Deep dives
Clarity and Cash Flow
The first step in creating a wealth management framework is to gain clarity on your financial goals and current situation. This includes understanding your values, resources, and desired outcomes. The next step is to assess your cash flow, both income and expenses, to determine your financial capacity. Look for opportunities to optimize spending and reduce inefficiencies. Additionally, evaluate your saving and investment strategy to ensure it aligns with your goals and risk tolerance.
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode