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Franchise Secrets Podcast

How Franchise Owners Can Grow & Protect Wealth With Caleb Guilliams

Feb 25, 2025
41:03

What if you could grow, protect, and access your money—tax-free—while building long-term wealth? In this episode, financial expert Caleb Guilliams joins Erik Van Horn to discuss how franchise owners and entrepreneurs can use life insurance as a powerful tool to maximize cash flow, reduce taxes, and create financial freedom. Don’t miss these game-changing strategies!

Caleb is a financial expert, author of The AND Asset, and founder of BetterWealth. Today, he shares how business owners can use life insurance as a financial tool to grow, protect, and access their wealth tax-efficiently. 

From optimizing cash flow to leveraging smart tax strategies, this episode dives deep into how franchisees and business owners can maximize their financial potential while minimizing risk. Caleb also breaks down common misconceptions about life insurance and why it can be a powerful wealth-building tool when structured correctly.

If you’re a business owner looking to build long-term wealth, this episode is a must-listen!

 

“I believe that you are your greatest asset. Your ability to think and show up is the greatest asset, and I think a lot of people are undermining it. And so, I ask, 'What can I do to encourage them to have more energy and smile?' Because most of the time, happier people make more money, have more clarity, and are more confident." ~ Caleb Guilliams

 

In This Episode:

- Caleb’s path to financial expertise

- Using life insurance for cash flow

- Infinite banking explained

- The biggest misconception about infinite banking

- Tax-advantaged strategies for growing your wealth

- Structuring life insurance for maximum benefits

- When to start using life insurance

- Life insurance vs. Roth

- Practical advice from Caleb

- How to grow your wealth

- Living an intentional life

- How to create value for the world

 

Resources: 

🌐 Consult with Erik - https://form.jotform.com/222685728939070

🌐 Want to buy a franchise? Connect with Erik here - https://forms.gle/n4JedEuU5p7asE617   

🌐 Want to franchise your business? Connect with Erik here - https://forms.gle/n4JedEuU5p7asE617 

🌐 Franchisees and franchisors find proven tactics and strategies to scale YOUR businesses - https://scalablefranchise.com/

🌐 Grab the Wealth-Building Resources from Caleb Guilliams - https://franchisesecrets.com/wealth 

 

Connect with Caleb Guilliams:

🌐 Website - https://betterwealth.com/

💼 LinkedIn - https://www.linkedin.com/in/calebguilliams/

 

Connect with Erik Van Horn:

🌐 Website - https://franchisesecrets.com/   

📷 Instagram - https://www.instagram.com/erikvanhorn/  

👍 Facebook - https://www.facebook.com/erik.v.horn/  

💼 LinkedIn - https://www.linkedin.com/in/evanhorn/

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