Best Future Proof | Wealth Advisors Podcasts (2024)

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Ep. 99 - Rich vs. Wealthy: Why Your Six-Figure Job Is Killing Your Soul w/ Kevin Palmieri 30:29

1h ago30:29

30:29

Message us, here for you! This isn't your typical success story – it's raw, it's real, and it's gonna make you rethink everything you thought you knew about wealth and fulfillment. Kevin's journey from a guy raised by his mom and grandma, with no college degree and zero expectations, to a professional podcaster dropping wisdom bombs seven days a we…

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Counsel for the C-Suite: Management Representation in M&A with Christian Chandler and James Greifzu 30:45

3d ago30:45

30:45

In a typical M&A transaction, the interests of the executives and management team can significantly diverge from the other parties to the transaction making it essential to retain independent counsel, separate from the buyer and the seller. In this episode, Erin Nicholls and Michael Clear are joined by Partners Christian Chandler and James Greifzu,…

1
Retire Like Royalty 47:24

1h ago47:24

47:24

In this episode of Retire Smart Maryland Radio, host Prashant Sabapathi discusses valuable financial lessons drawn from historical monarchs, emphasizing the importance of long-term planning, proactive management, and learning from past mistakes. The conversation covers various themes including the dangers of short-term gains, procrastination, emoti…

1
Why I Won't Pay Off My Mortgage Early - $1,000,000 Mistake? With Dave Anderson 21:39

1h ago21:39

21:39

Want To Work With BetterWealth? Click Here: https://betterwealth.com Learn More About Lifetime Income Process: https://www.lifetimeincomeprocess.com/ In this video, Dave Anderson, founder of The Lifetime Income Process, explains the financial implications of paying off your mortgage early. Using an advanced calculator, we break down the math to sho…

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Ep. 98 - Affair-Proof Your Business: Hard-Won Lessons on Love, Leadership, and 'Stroking' Success w/ Jenny Townsend 34:46

2d ago34:46

34:46

Message us, here for you! We're diving deep with Jenny Townsend, and trust me, this isn't your typical entrepreneur story. From window cleaner to music school mogul, Jenny's journey is a rollercoaster of hustle, heartbreak, and one hell of a comeback. Let's cut the bullshit - building a business while keeping your marriage intact? It's fucking hard…

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DC Tax Insider: What the 2024 Election Means for Your Taxes | Kenneth J. Kies 1:01:26

9d ago1:01:26

1:01:26

Want to Learn More About BetterWealth? Click Here: https://betterwealth.com Contact BetterWealth: https://bttr.ly/info Want to Connect with Ken Kies? Click Here: http://www.fpgdc.com/directors.html ______________________________________________ DISCLAIMER: https://bttr.ly/aapolicy *This video is for entertainment purposes only and is not financial …

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Speaker Series: Divorce-Proofing Your Dynasty with Trusts 9:48

3d ago9:48

9:48

Navigating estate planning amidst divorce can be complex. On the third episode of our speaker series, Partner Matt Smith emphasizes the need for adaptable and forward-thinking strategies to protect assets across varying state laws. Highlighting cases where outdated estate plans clash with the modern realities of marriage, divorce, and inheritance, …

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Robert Kiyosaki's Tax Advisor Reveals Top Wealth-Building Tax Incentives | Tom Wheelwright 1:10:08

12d ago1:10:08

1:10:08

Robert Kiyosaki's Tax Advisor, Tom Wheelwright, shares his insights into the future of taxes and the economy after this next presidential election. We also go into detail about some of his biggest tax secrets and how the wealthy and business owners can pay so little in taxes legally. Learn more about Caleb & BetterWealth: https://betterwealth.com C…

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Ep. 97 -Tech Roles Exposed: Why Women Are Crushing It as Business Analysts (And More) w/ Sonia Couto 27:14

9d ago27:14

27:14

Message us, here for you! Ready to dive into the world of tech from a badass woman's perspective? Buckle up, because Sonia Couto is here to shake things up. This isn't your typical tech talk – it's raw, real, and packed with insights that'll make you rethink everything you thought you knew about the industry. Sonia's journey from Portugal to Canada…

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Business Valuation Strategies with Evan Levine and Nainesh Shah of Complete Advisors 31:19

14d ago31:19

31:19

Timing is crucial for clients looking to gift before the potential sunset of the estate and gift tax exemption at the end of 2025.In today’s episode, Partner Erin Nicholls sits down with Evan Levine, Founder of Complete Advisors as well as his colleague, Nainesh Shah, lead analyst, who specializes in business valuations for trust and estate plannin…

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Navigating the Dark Side of Finance: Avoiding Retirement Mistakes 47:23

13d ago47:23

47:23

Coming up...a hot and perhaps divisive topic, one that's been on everyone's mind as we approach the 2024 election. The intersection of the presidential race and economic policy is a big concern. We will discuss how they could affect your financial future, especially if you're nearing or already enjoying retirement. Next on Retire Smart Maryland Rad…

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Proof Dave Ramsey Uses Debt | Inside The Ramsey Foundation 25:30

17d ago25:30

25:30

We went inside Dave Ramsey's Private Family Foundation and discovered documents showing Dave Ramsey does indeed use debt. Learn more about BetterWealth: https://betterwealth.com Connect with Dan: Want to learn more about Family Foundations? Go Here: https://foundationlaunch.com/blog Want to see if a Private Family Foundation is right for you? Go He…

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What You NEED To Know About Kamala's NEW Tax Plan: Unrealized Capital Gains Tax Explained 44:42

19d ago44:42

44:42

Want a Life Insurance Policy? Go Here: https://www.betterwealth.com/clickhere-life-insurance Want FREE Whole Life Insurance Education? Go Here: https://bttr.ly/vault What you need to know about Kamala Harris's unrealized capital gains tax plan and the major implications for the US economy. We break down the potential dangers of this controversial p…

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Ep. 96 - Why First-Gen Wealth Builders Are Changing the Game w/ Valeria Rivera, CFP® 33:02

16d ago33:02

33:02

Message us, here for you! Alright, let's dive into some real talk about money, wealth, and breaking the cycle of financial illiteracy with Valerie Rivera, the badass behind First Gen Wealth. This episode is a wake-up call for anyone who's ever felt lost in the financial world, especially if you're a first-generation wealth builder. Valerie's story?…

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Chris Naugle: The Future of Infinite Banking & The Life Insurance Industry | What Needs to Change 1:21:41

18d ago1:21:41

1:21:41

Want a Life Insurance Policy? Go Here: https://www.betterwealth.com/clickhere-life-insurance Want FREE Whole Life Insurance Education? Go Here: https://bttr.ly/vault Connect with Chris Naugle: https://www.youtube.com/@TheChrisNaugle ______________________________________________ ✉️ Email BetterWealth: https://bttr.ly/info WEBSITE: https://betterwea…

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Retirement Planning: The Ultimate Puzzle You Must Solve 47:27

20d ago47:27

47:27

Planning for retirement can be challenging, but knowing the pitfalls can make all the difference. From delaying your planning to underestimating your future expenses, these missteps can significantly impact your retirement. We'll show you some proactive strategies to avoid these common errors and secure a comfortable and stress -free retirement. If…

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#51 A dívida pública americana 36:22

21d ago36:22

36:22

Neste episódio, vamos falar sobre a dívida pública americana. Sabemos que algumas das maiores crises económicas efinanceiras mundiais foram provocadas por dívida e pela perda de controlo da mesma. Entendermos a dimensão e características da dívida americana e a forma como esta afeta a dinâmica da economia mundial e dos mercados é o nosso objetivo c…

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Ep. 95 - AI vs. Human Touch: The Future of Financial Planning in the Age of Machine Learning w/ John Henry 28:55

24d ago28:55

28:55

Message us, here for you! Alright, let's cut through the bullshit about financial planners being trust fund babies or money-obsessed sharks. In this episode, we're diving deep with John Henry, a math whiz turned financial advisor who's flipping the script on what it means to help people with their money. John's journey from professor to insurance a…

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DEBATE: Whole Life VS IUL | Which Permanent Life Insurance is Better? 1:35:02

27d ago1:35:02

1:35:02

Want FREE Permanent Life Insurance Education? Go Here: https://bttr.ly/vault Want a Life Insurance Policy? Go Here: https://www.betterwealth.com/clickhere-life-insurance Chris Kirkpatrick from Life180 and Terry Rocks, the President & Founder of Teleios Financial Partners debate live on the very heated topic of whole life insurance vs IUL (indexed u…

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Speaker Series: Prenups – Protecting Your Assets Before Saying “I Do” 12:48

26d ago12:48

12:48

With our second episode in our speaker series, Partner Helen Heintz dives into the increasingly common practice of drafting prenuptial agreements. Highlighting the evolution of her clientele over nearly two decades, Helen outlines the shift towards safeguarding inherited wealth in first and second marriages—primarily driven by concerned parents wan…

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Retirement Savings Check Up: Are You on Track? 46:54

28d ago46:54

46:54

Coming up on this edition of "Retire Smart Maryland",you're five or maybe 10 years away from retirement. Are you prepared both financially and emotionally for that transition? We'll make sure that you have your bases covered and give you a few important actions to take to help make sure that you are staying retirement ready. If you have any questio…

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Ep. 94 - Diversity Isn't Dead: How to Fight Corporate BS and Build Real Inclusion w/ Victoria Pelletier 31:58

1M ago31:58

31:58

Message us, here for you! Buckle up, folks. We're diving deep with Victoria Pelletier, a corporate powerhouse who's built a career that'll make your head spin. From running a hair salon at 11 to becoming a COO at 24, Victoria's journey is anything but ordinary. In this no-holds-barred conversation, we tackle the evolving landscape of work, the roll…

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Car Financing Exposed: The Hidden Cost Behind 0% Interest! 22:09

1M ago22:09

22:09

Want a Life Insurance Policy? Go Here: https://www.betterwealth.com/clickhere-life-insurance Want FREE Whole Life Insurance Education? Go Here: https://bttr.ly/vault Connect with Truth Concepts: https://truthconcepts.com/ https://www.youtube.com/user/TruthConcepts Busting Interest Rate Lies: https://a.co/d/ec8nMvY Watch the rest of the Truth Concep…

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Whole Life Insurance Front Loaded & Long-Term Care Policies | One America Review 21:01

1M ago21:01

21:01

Want a Life Insurance Policy? Go Here: https://www.betterwealth.com/clickhere-life-insurance Want FREE Whole Life Insurance Education? Go Here: https://bttr.ly/vault In this video, Caleb and Alden, our life insurance product specialists, provide an expert review of One America. They thoroughly examine the company's front-loaded designs, long-term c…

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Reasons to Roth and Reasons not to Roth in Retirement 46:54

1M ago46:54

46:54

Coming up on Retire Smart Maryland Radio, to do or not to do a Roth conversion. As you might expect, the answer depends upon your circumstances. We're going to highlight some reasons why you might want to take a look at those and how they fit into your overall financial plan. If you have any questions concerning your retirement call Elite Income Ad…

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NAIFA CEO Speaks Out: Presidential Election's Crucial Impact on Life Insurance 44:02

1M ago44:02

44:02

In this exclusive interview, NAIFA CEO Kevin Mayeux discusses the critical impact of the upcoming presidential election on the financial services industry and life insurance. Discover the potential challenges and opportunities that different election outcomes could bring, including the concerning impact on tax benefits associated with whole life in…

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Ep. 93 - SEO in 2024: The Game-Changing Strategies You Can't Afford to Ignore w/ Zhe Scott 30:14

1M ago30:14

30:14

Message us, here for you! Listen up, folks. We're diving deep into the SEO game with Z Scott, the badass behind The SEO Queen. This isn't your typical "10 tips to hack Google" BS. Z's dropping real knowledge that'll make you rethink your entire digital strategy. Here's the deal: SEO isn't just about keywords and backlinks anymore. It's about connec…

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Navigating the Tax Landscape: Insights on Gifting 14:57

1M ago14:57

14:57

On this episode, Partner Vanessa Maczko details where we are now with taxes and gifting, and where we are going. She discusses what is not a taxable gift and how to use your estate and gift tax exemptions. Vanessa also delves into what it means when the high exemption rates are expected to sunset in 2026, and what can be done with little to no exem…

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Lafayette Life CEO: Why Whole Life Insurance is The IDEAL Foundational Asset 32:39

1M ago32:39

32:39

Want FREE Whole Life Insurance Education? Go Here: https://bttr.ly/vault Want a Life Insurance Policy? Go Here: https://www.betterwealth.com/clickhere-life-insurance Watch my interview with the CEO of Penn Mutual! Go Here: https://youtu.be/yo18bnPC9no __________________________________________ ✉️ Email BetterWealth: https://bttr.ly/info WEBSITE: ht…

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Wealth & Wellness: Comprehensive Retirement Planning 47:20

2M ago47:20

47:20

When it comes to retirement planning, there are five basic steps to help get you to where you want to be. From there, we can craft a plan around those pillars to get you to retirement. We'll talk about those and more today on Retire Smart Maryland Radio. If you have any questions about your own retirement call Elite Income Advisors 800-653-8404 or …

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How To Use Whole Life Insurance To Get Wealthy (My Personal Bank) With Mr. BRRRR 1:04:32

2M ago1:04:32

1:04:32

Want FREE Whole Life Insurance Education? Go Here: https://bttr.ly/vault Want a Life Insurance Policy? Go Here: https://www.betterwealth.com/clickhere-life-insurance Connect with Mr. BRRRR: https://www.youtube.com/@Mr_brrrr __________________________________________ ✉️ Email BetterWealth: https://bttr.ly/info WEBSITE: https://betterwealth.com =====…

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A Comprehensive Guide To Private Family Foundations | What You Need To Know! 59:53

2M ago59:53

59:53

Want to learn more about Family Foundations? Go Here: https://www.foundationlaunch.com/ Want to see if a Private Family Foundation is right for you? Go Here: https://www.foundationlaunch.com/schedule Want FREE Whole Life Insurance Education? Go Here: https://bttr.ly/vault Want a Life Insurance Policy? Go Here: https://www.betterwealth.com/clickhere…

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Ep. 92 - The Raw Truth: Why Your Social Media Strategy Sucks (And How to Fix It) w/ Tamay Shannon 28:51

2M ago28:51

28:51

Message us, here for you! Alright, let's dive into this content creation game with Tamay Shannon, the badass behind W2S Marketing. She's been in the trenches for over a decade, figuring out the ins and outs of social media and how to make it work for businesses like yours. Here's the deal: everything is content. Yeah, you heard that right. But befo…

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Seal the Deal: The Art of Selling Companies with M&A Expert Jacob Koenig 26:12

2M ago26:12

26:12

Jacob Koenig, Managing Director and Partner of Woodbridge International, sits down with Partners Erin Nicholls and Michael Clear to discuss his firm’s unique approach to selling companies, including their focus on marketing and their ability to reach an extensive network of well-vetted potential buyers. The conversation touches on current market co…

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I Confronted Curtis Ray About MPI! 1:01:48

2M ago1:01:48

1:01:48

Watch part one, where I speak with Attorney, Roccy DeFrancesco, about the misleading and dangerous practices of Curtis Ray and the MPI product - https://youtu.be/dnpWUCOHALI Want FREE Whole Life Insurance Education? Go Here: https://bttr.ly/vault Want a Life Insurance Policy? Go Here: https://www.betterwealth.com/clickhere-life-insurance __________…

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Top Retirement Related News Stories this Week, Including Some Retirement Regrets 47:19

2M ago47:19

47:19

On this week's show we will discuss some of the top stories out there that pertain to retirement and retirement planning. We will also take a look in the rearview mirror when it comes to planning regrets. If you have any questions or concerns regarding your own retirement call Elite Income Advisors 800-653-8404 or click here to visit our website. R…

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Exposing Curtis Ray: Attorney Reveals The Dangers of MPI 26:06

2M ago26:06

26:06

Want FREE Whole Life Insurance Education? Go Here: https://bttr.ly/vault Want a Life Insurance Policy? Go Here: https://www.betterwealth.com/clickhere-life-insurance Connect with Roccy: Advisors - https://badadvisors.com/ Bio - https://roccy.net/about/ Email - roccy@badadvisors.com ______________________________________________ ✉️ Email BetterWealt…

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Ep. 91 - Transform Your Life: How Sausha Walker Built a Six-Figure Box Truck Empire 30:48

2M ago30:48

30:48

Message us, here for you! 🎙️ From Corporate Life to Box Truck Queen: Sausha Walker's Six-Figure Journey! Ready to transform your financial future? Dive into this electrifying episode of Nobs Wealth as we sit down with the unstoppable Sausha Walker! Discover how she transitioned from the corporate grind to reigning supreme in the box truck industry,…

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Why America's Retirement System Sucks and How to Fix It 50:02

2M ago50:02

50:02

Want to read Barry's new book? Go Here: https://www.barryjamesdyke.com/the-retirement-ruse Want FREE Whole Life Insurance Education? Go Here: https://bttr.ly/vault Want a Life Insurance Policy? Go Here: https://www.betterwealth.com/clickhere-life-insurance ______________________________________________ ✉️ Email BetterWealth: https://bttr.ly/info WE…

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#50 França e o futuro da Zona Euro 24:33

2M ago24:33

24:33

Neste episódio, vamos falar sobre a França e o futuro da Zona Euro. Desde a crise das dívidas soberanas que a França tem sido falada, ainda que por vezes em surdina, como o caso mais preocupante da Zona Euro e aquele que poderia ou poderá provocar uma eventual cisão ou mesmo a dissolução da Zona Euro.Ao longo desde episódio, tentaremos perceber e d…

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Finding the Right Financial Advisor: Your Perfect Match 47:15

2M ago47:15

47:15

Coming up on this edition of Retire Smart Maryland, How can you find a financial advisor? And not just any financial advisor, but find the right financial advisor who's a good fit for you. We're going to walk you through the steps to make sure you're doing just that. If you have any questions about your retirement scenario call Elite Income Advisor…

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Whole Life Insurance vs Buy Term & Invest | Which Retirement Strategy Wins? 44:38

2M ago44:38

44:38

Want a Life Insurance Policy? Go Here: https://www.betterwealth.com/clickhere-life-insurance Want FREE Whole Life Insurance Education? Go Here: https://bttr.ly/vault Connect with Truth Concepts: https://truthconcepts.com/ https://www.youtube.com/user/TruthConcepts Watch the latest episode with Todd - https://youtu.be/4YrQU18AVV0 Watch the rest of t…

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Ep. 90 - How a Near-Death Experience Redefined Success and Fulfillment 40:37

2M ago40:37

40:37

Message us, here for you! Discovering True Wealth: Alan Lazaros on the Journey from Adversity to Purpose Welcome to the No BS Wealth podcast! This episode dives deep into the compelling journey of Alan Lazaros, co-founder of Next Level University. From facing early life tragedies to achieving remarkable financial success, Alan’s story is a testamen…

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The Entrepreneur’s Guide to Equity: Structuring for Success: Part 2 22:59

2M ago22:59

22:59

On this episode, Partners Erin Nicholls and Michael Clear continue their conversation with Wiggin and Dana Partner Jack Sousa, on entrepreneurship, equity, and entity structuring. They dive deep into the entrepreneur's guide to equity, employee stock options, and the strategic importance of early legal advice, with particularly valuable insights on…

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Future Proof Your Retirement: The Power of Investing 47:32

2M ago47:32

47:32

On today's show, we'll answer the question, should I continue to invest once I retire? That's coming up right now on Retire Smart Maryland Radio. If you have any questions about your retirement situation call Elite Income Advisors 800-653-8404 or click here to visit our website. Retirement, Planning, Saving, 401K, IRA, TSP, Healthcare, See omnystud…

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Use This Strategy To Maximize Your Wealth, Influence, & Value! 19:12

2M ago19:12

19:12

Want FREE Whole Life Insurance Education? Go Here: https://bttr.ly/vault Want a Life Insurance Policy? Go Here: https://www.betterwealth.com/clickhere-life-insurance Follow this 3 step framework to amplify your wealth, influence, and value in the marketplace! These lessons can be applied for business owners, entrepreneurs, and even W-2 employees. _…

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Ep. 89 - The Role of Infatuation in Imposter Syndrome w/ Carly Pepin 32:37

2M ago32:37

32:37

Message us, here for you! Unlock the Power of Your Mind: Transformational Insights with Colleen Pippen Welcome to No BS Wealth, where we delve deep into the mindsets and behaviors that shape our lives and financial success. In this episode, host Stoy Hall sits down with the incredible Carly Pepin to explore actionable steps for transforming your mi…

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Penn Mutual CEO: The Untold Benefits of Permanent Life Insurance & Mutual Companies 1:11:57

2M ago1:11:57

1:11:57

Want a Life Insurance Policy? Go Here: https://www.betterwealth.com/clickhere-life-insurance Want FREE Whole Life Insurance Education? Go Here: https://bttr.ly/vault In this BetterWealth PODCAST, Caleb Guilliams interviews David O'Malley, the CEO and President of Penn Mutual Life Insurance Company. He highlights the role of insurance in aggregating…

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Unprecedented Times Calls for Dialed in Retirement Planning 47:16

3M ago47:16

47:16

On this week’s show we look at the landscape we are currently in and how important being ready financially is for retirees and pre-retirees. Artificial Intelligence(AI) is here to stay and we will discuss what that means for financial planning. We will also give you important questions to ask when considering working with a financial advisor. If yo…

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How To Get Maximum Returns In Retirement Using Life Insurance | Todd Langford 47:50

3M ago47:50

47:50

Want a Life Insurance Policy? Go Here: https://www.betterwealth.com/clickhere-life-insurance Want FREE Whole Life Insurance Education? Go Here: https://bttr.ly/vault Connect with Truth Concepts: https://truthconcepts.com/ https://www.youtube.com/user/TruthConcepts Watch the rest of the Truth Concepts series with Todd Langford: https://www.youtube.c…

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