BetterWealth with Caleb Guilliams

Learn how to use Infinite Banking to build a real estate empire step-by-step. In this full breakdown, we walk through exactly how to start using your policy, how to analyze deals, how to know which opportunities are worth investing in, and when it’s the right time to borrow. We also break down real case studies with actual numbers on the whiteboard and reveal the exact frameworks Chris Miles ( @moneyrippleswithchrismiles ) uses to grow his real estate portfolio using Infinite Banking.Want a Life Insurance Policy? Go Here: https://bttr.ly/bw-yt-aa-clarity Want Us To Review Your Life Insurance Policy? Click Here: https://bttr.ly/yt-policy-reviewGet your tickets to the life insurance summit 2026 - https://thewholelifesummit.com/00:00 - Introduction00:25 - Real Estate Investing01:11 - Tax Write-Offs for Interest01:20 -Who Is Chris Miles?03:07 - New Book and Writing Experience06:05 - The Work Optional Blueprint06:56 - Get Lean07:18 - Get Liquid07:52 - Get Out08:08 - Vetting Investments and the Role of the Operator10:05 - Red Flags in Investments13:44 - Risk vs. Return Philosophy15:15 - Importance of Liquidity and Emergency Funds24:52 - Warren Buffet's Money30:43 - 6% Tax Free36:08 - Investment Flow: Lending Fund43:54 - When Infinite Banking Doesn't Make Sense49:03 - How do People Determine What They Say Yes and No?59:55 - Where Do You Put Their Money?01:03:09 - How You View Your Life Insurance and How You Invest?01:14:37 - Why do You Say Avalanche is the Way of Paying Debt?______________________________________________ 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.

Is IBC with Guardian a good choice? In this videos, Caleb Guilliams and Alden Armstrong review Guardian Life Insurance Company for Infinite Banking, breaking down the companies COMDEX ratings, dividend performance, best policy designs, pros and cons, and more! 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-vaultWant Us To Review Your Permanent Life Insurance Policy? Click Here: https://bttr.ly/yt-policy-reviewWant the IBC Company Guide Book: Click Here: https://bttr.ly/ibc-guide______________________________________________ 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.

In this discussion, Tom Wall, a retirement income planning expert and founder of Whole Life Masterminds, shares why now might be the best time in decades to invest in whole life insurance. He compares whole life to indexed universal life (IUL) and emphasizes the importance of guarantees and tax advantages over chasing slight returns. Tom explains the benefits of death benefits and chronic illness riders, and tackles common misconceptions while advocating for higher industry standards. Don't miss his insights on enhancing financial strategies!

Agents Review the Penn Mutual Life Insurance Company for Infinite Banking. We break down the companies COMDEX ratings, dividend performance, best policy designs and more!00:00 Introduction00:20 All About Penn Mutual01:50 Penn Mutual: A Legacy of Stability02:13 Financial Strength & Performance05:42 IBC Positioning08:05 Policy Illustrations: Highlights & Real Numbers10:01 Cashflow14:24 Frontload Policy Design18:05 Access to Cash Value19:30 PUA Flexibility22:20 Direct Recognition25:21 Application System27:59 Things You Need to Know about Penn Mutual29:12 Advantages of Penn Mutual30:18 What to Consider?32:31 What is the Agent's Perspective?34:23 Conclusion36:40 Next StepsWant Us To Review Your Life Insurance Policy? Click Here: https://bttr.ly/yt-policy-reviewWant the IBC Company Guide Book? Click Here: bttr.ly/ibc-guide_________________________________ 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.

Michael Williams, founder of a firm that democratizes family-office-level tax strategies, shares insights on transforming $150K into $1M of tax deductions. He emphasizes the power of 100% bonus depreciation and thorough case studies showcasing tax-efficient asset management. Key topics include identifying revenue-backed investments, the differences between passive and active income, and the critical nature of underwriting investments meticulously. Michael also breaks down the risks associated with tax strategies and how to navigate potential IRS challenges for optimal savings.

Meet Dame Doria Cordova, the hidden force behind Robert Kiyosaki & Tony Robbins wealth, leverage, and mindset frameworks that shaped two of the most influential financial teachers of our time. Doria Cordova shares the origin of Money & You, the blueprint that trained thousands of entrepreneurs globally, the power leverage, niches, synergy, and solving big problems. If you’ve ever wondered where the Rich Dad philosophy came from or how to think like the people who built it this conversation will change how you approach business, money, and success.Read Doria's Book, Money & You: https://a.co/d/j3EOnqALearn More About BetterWealth: https://betterwealth.com0:00 - Intro 3:01 - Who is Doria Cordova? What is Money and You?4:27 - Working with Robert Kiyosaki & Tony Robbins12:04 - Why Aren't You More Famous?13:58 - What is the Money and You Framework?15:25 - Leverage & Collaboration are the Key25:05 - Collaboration Over Competition 27:08 - Solving Major Problems 39:11 - The Three Stages of Money43:58 - Good Leverage in Business 49:43 - How to Avoid Bad Leverage in Business52:20 - Favorite Takeaways from Money & You====================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.

Learn why 99% of entrepreneurs are doing the Augusta Rule wrong and how to implement this popular tax strategy effectively so you get the most most back in your pocket as legally possible. Our guest today is Nethaniel Ealy, an Auguata Rule expert who has been helping entrepreneurs and business owners correctly implement the Augusta Rule to save tens of the thousands dollars in tax free income.00:00 Understanding the Augusta Rule02:52 Challenges in Implementing the Augusta Rule05:56 Key Components of the Augusta Rule09:09 Documentation and Compliance Essentials12:06 Historical Context of the Augusta Rule14:56 Practical Steps for Business Owners18:05 Common Mistakes and Misconceptions21:00 Best Practices for Meetings and Documentation24:09 Final Thoughts and Encouragement33:20 Understanding the Augusta Rule and Its Implications39:55 Real-Life Applications and Case Studies45:28 Optimizing the Augusta Rule for Maximum Benefit51:40 Navigating Complexities of the Augusta Rule57:31 The Future of Tax Strategies and Business GrowthLearn More About The Augusta Rule Team: https://theaugustarule.com/Join the Tax and Assets Community: https://taxandassets.comWant Us to Review Your Current Tax Strategy Before the End of the Year? Click Here: https://betterwealth.com/taxQuestions and Answers from the Podcast: Q1:Can multiple unrelated business owners each rent the same property during the year, each personally stay there for 14+ days, and each legitimately use the Augusta Rule?Answer: Yes, technically they can. Each person can establish the property as their own “dwelling unit” for the required days. But doing this can likely be an audit magnet.Q2 (Reverse Augusta with a family member’s home)Question: If a family member owns a home, can a business owner use that home for a business purpose and structure it so they receive the rental income instead of the family member, essentially a “reverse Augusta”?Answer: Yes, a reverse Augusta structure is possible, but it must be for a legitimate, defensible business purpose. Proper documentation is essential.______________________________________________ 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.

Caleb Guilliams and Devin Burr (@Mr_Brrrr) return to tackle the internet’s toughest questions about Infinite Banking. The good, the skeptical, and the ugly. From people asking how soon they can access cash value, to critics calling Infinite Banking a scam, nothing is off-limits. 00:00 Introduction to Infinite Banking and Skepticism02:32 Starting a Policy: Amounts and Strategies04:57 Age Considerations in Infinite Banking08:35 Trusts and Legacy Planning11:56 Tax Implications and Loan Structures20:01 Comparing Whole Life and IULs30:11 Understanding Policy Loans and Insurance Company Profitability42:18 Understanding Investment vs. Savings45:00 The Role of Life Insurance as an Asset46:01 The Value of Life Insurance in Financial Planning50:02 Critique of 401(k) Plans55:25 The Debate on 401(k) Matches58:19 Infinite Banking: Concept vs. Scam01:06:04 Ethics of Lending and Interest Rates01:11:36 Intentional Living and Business ValuesWant 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-vaultWant Us To Review Your Life Insurance Policy? Click Here: https://bttr.ly/yt-policy-review______________________________________________ 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.

In this engaging discussion, Roger Roundy, CEO of Strategic Associates and an advanced tax strategist, shares insights on maximizing tax savings for high earners. He explains advanced strategies such as leveraging carry-forward losses for significant tax benefits and using Section 704B for income deferral. Roger also highlights the importance of charitable gifting techniques and explores the advantages of solar tax credits. The conversation emphasizes not just tax mitigation, but also the role of stewardship and responsible planning.

The 50-year mortgage is being hyped as a way to make homes more “affordable" according to President Trump. Join Caleb Guilliams to walk through the numbers, the opportunity cost, and why extending mortgages doesn’t actually solve the affordability crisis, while also explaining the two scenarios where it might help. Analyze the math, the risk, and the long-term impact on housing prices.Want to Pay Less in Taxes to the Government? Click Here: https://betterwealth.com/tax====================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.