This is NAIFA’s Advisor Today Podcast Series where we focus on how financial advisors work, live, and give to their local communities and our greater financial services industry.
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The reality is, if you just learn about wealth strategies but your life and relationships aren't well and you're not feeling fulfilled then no amount of money will matter. The Better Wealth podcast is based on principles of educating people today about their number one asset which is themselves, and maximizing finances, relationships and health to experience true wealth.
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Charting Success in the Financial Advisory World With Chris Roper
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Chris Roper is a seasoned financial advisor who is passionate about helping individuals navigate their financial journeys as a fiduciary and an educator. With over 14 years in the industry, he specializes in 401K advising and personal finance management for high-net-worth individuals. Beyond his professional endeavors, Chris harbors a love for trav…
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NAIFA CEO Speaks Out: Presidential Election's Crucial Impact on Life Insurance
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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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Robert Kiyosaki's Tax Advisor Reveals Top Wealth-Building Tax Incentives | Tom Wheelwright
1:10:08
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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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Proof Dave Ramsey Uses Debt | Inside The Ramsey Foundation
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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
44:42
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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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Chris Naugle: The Future of Infinite Banking & The Life Insurance Industry | What Needs to Change
1:21:41
1:21:41
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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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DEBATE: Whole Life VS IUL | Which Permanent Life Insurance is Better?
1:35:02
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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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Car Financing Exposed: The Hidden Cost Behind 0% Interest!
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22:09
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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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Padric Scott is a former professional football player who transitioned into wealth management. With a background in science and plans to become a neurosurgeon, he channeled his discipline and strategic thinking into financial services instead. Six years into his new career, Padric has achieved impressive accolades, including MDRT's Top of the Table…
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Whole Life Insurance Front Loaded & Long-Term Care Policies | One America Review
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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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Lafayette Life CEO: Why Whole Life Insurance is The IDEAL Foundational Asset
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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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How To Use Whole Life Insurance To Get Wealthy (My Personal Bank) With Mr. BRRRR
1:04:32
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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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NAIFA Stops Regulatory Creep...Again with Special Guest, President-Elect Doug Massey
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Doug Massey has 40 years of experience in the financial industry, specializing in retirement planning and life insurance. A dedicated NAIFA member since 1987, he has served as president of his local association and NAIFA Texas. Doug actively participated in the IFAPAC committee and recently played a crucial role in NAIFA's stand against the Departm…
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A Comprehensive Guide To Private Family Foundations | What You Need To Know!
59:53
59:53
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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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Unlocking the Mindset of a Champion With Walter Bond
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Walter Bond is a former NBA professional who has successfully transitioned into a Hall of Fame motivational speaker and business accelerator. Starting his journey in the competitive world of professional basketball, he learned the value of mindset, support, and discipline. Walter is known for his Shark Mindset Selling training, which helps people b…
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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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Exposing Curtis Ray: Attorney Reveals The Dangers of MPI
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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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Stepping Into Success With Medicare Supplements With Greg Etchison and Scott Wilson
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Greg Etchison is an experienced professional in the Medicare supplement business. With a career spanning over 25 years in the healthcare industry, he also has extensive experience across major carriers. Greg is passionate about educating people about healthcare options and optimizing coverage for seniors. He is a leading voice in Medicare supplemen…
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Why America's Retirement System Sucks and How to Fix It
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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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Whole Life Insurance vs Buy Term & Invest | Which Retirement Strategy Wins?
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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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Marketing Meets Finance: Innovating Industry Boundaries With Shantell Wright and John Lewis
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Shantell Wright is a seasoned professional with 14 years of experience in the financial services industry. He is also the visionary behind a financial services company that offers solutions to build and grow wealth. Having overcome personal challenges, Shantell uses his experience to empower clients from all socio-economic backgrounds. With a commi…
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Use This Strategy To Maximize Your Wealth, Influence, & Value!
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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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Embracing Technology in Financial Advising With Panos Leledakis
45:19
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Panos Leledakis, a dynamic financial advisor and tech enthusiast, has revolutionized client engagement with cutting-edge digital strategies. With an impressive 25-year career spanning multiple countries, he has become a thought leader in utilizing AI and other technologies in the financial services industry. As a NAIFA member and a keynote speaker,…
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Penn Mutual CEO: The Untold Benefits of Permanent Life Insurance & Mutual Companies
1:11:57
1:11:57
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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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How To Get Maximum Returns In Retirement Using Life Insurance | Todd Langford
47:50
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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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I Was Roasted By Dave Ramsey Fans Over Annuities | Setting the Record Straight!
18:43
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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 Original Full Video - https://youtu.be/NESQXsYEkfs?si=F8LJj0FVpzdAYDlB Connect with Daniel: Daniel's YouTube: https://www.youtube.com/c/DanielRondberg Speak with Daniel: https://calend…
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The Untold Truth About Leveraging Life Insurance: Laddering, IUL vs Whole Life, & Compound Interest!
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54:08
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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 In this BetterWealth podcast, I speak with Dan Thompson, the founder of Wise Money Tools, a financial speaker, author, and life insurance enthusiast. We talk about the compounding and …
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Insurance Expert Reviews IUL's, Whole Life, & Infinite Banking | The Insurance Pro Blog
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55:17
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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 The Insurance Pro Blog: https://theinsuranceproblog.com In this BetterWealth podcast, I speak with Brandon Roberts from, The Insurance Pro Blog as he reviews IUL's, Whole life insuranc…
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The GENIUS Reason Why MECs Can Be Good! Retirement Expert Explains | Daniel Rondberb
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Want a Life Insurance Policy? Go Here: https://www.betterwealth.com/clickhere-life-insurance Want Whole Life Insurance Education? Go Here: https://bttr.ly/vault Connect with Daniel: Daniel's YouTube: https://www.youtube.com/c/DanielRondberg Speak with Daniel: https://calendar.danielrondberg.com Retirement expert, Daniel Rondberb explains what a MEC…
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The Guru Gap: How Financial "EXPERTS" Are Leading You Astray!
1:03:20
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In this BetterWealth Podcast, I speak with author, David McKnight, of the bestselling book, The Power of Zero. In this episode, David presents the case of how some of the biggest financial gurus like, Dave Ramsey, Ramit Sethi, Suze Orman, Ken Fisher, and Clark Howard, are leading you astray with harmful financial, retirement, and insurance advice. …
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How To Use Life Insurance for Alternative Investments | Land Investing, Real Estate, & More!
1:27:56
1:27:56
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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 0:00 - Intro 3:05 - Chris's Journey to Alternative Investing & Financial Freedom 9:34 - What's your framework for building wealth? 21:36 - What Investments in 2024 are you in? 29:02 - …
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Carson Porter is an experienced financial advisor providing specialized life insurance, annuities, and financial services across the United States. His journey from owning auto repair shops to excelling in the financial industry is marked by a passion for education, innovation, and business development. Carson founded a mastermind group dedicated t…
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Whole Life Insurance Vs High yield Savings, Bonds, etc, | The Performance of Whole Life Insurance Over A lifetime
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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 Get Your Tickets to The And Asset Mastermind: https://andasset.com/mastermind Watch this video on YouTube to see the calculator being used! https://youtu.be/S7z_GjXEzjQ WATCH THE SERIE…
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The Most Misunderstood Asset in History: The Positive Case for Whole Life Insurance
1:21:00
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Get Tickets for The And Asset Mastermind -https://andasset.com/mastermind 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 0:00 - Intro 2:00 - Nate Dean's Journey into Whole Life Insurance 3:30 - Why did Dave Ramsey Block You? 6:59 -…
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This Calculator Forever Changed My Approach To Wealth Savings, Opportunity Cost, Time Value
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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 Watch Part 2: https://youtu.be/S7z_GjXEzjQ Walking through the maximum potential calculator from Truth Concepts, with founder and CEO, Todd Langford. We show mathematically the importa…
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The NO BULL SH*T Strategy To Become Wealthy | Financial Freedom in 10 Years or Less
1:11:27
1:11:27
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Get Your Ticket to The And Asset Mastermind! Go Here: https://andasset.com/mastermind 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 RYAN - https://www.youtube.com/@WealthOutsideWallStreet 0:00 - Intro 3:16 - Why You N…
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Are 401Ks Just a Retirement Scam For The Financially Lazy?
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In this BetterWealth Podcast, I speak with the entrepreneur and owner of Cash Flow Architects, Matt Love about the controversial world of 401ks. Popular influencers like Kris Krohn believe them to be a scam that hurts your retirement and wealth-building potential. Ready To Protect Your Legacy? Talk with our Life Insurance Experts - https://www.bett…
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This Financial Advisor Abandoned Wall Street To Become Wealthy (How He Did It)
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In this BetterWealth Podcast, I speak with Russ Morgan from Wealth Without Wall Street about why he left the rat race to find alternative ways to save money and build wealth. We discuss the foundational principles of infinite banking, whole life insurance, and discovering your investor DNA. Wealth Without Wallstreet Resources (Investor DNA) - https…
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Iris Nance is an experienced insurance agent who helps people optimize their coverage to meet their needs. With a celebrated career of over 26 years in the insurance industry, she worked as a bank examiner for over 10 years. Iris is deeply committed to education, mentorship, and community service, actively participating in programs for students and…
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Why Wealth Nation Is Changing Their Mind About Life Insurance | with Wealth Nation
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In this BetterWealth Podcast, I am joined by Wealth Nation's Darius & Carmen Britt, who have one of the largest life insurance and wealth building communities with over 177,000 subscribers on their YouTube channel! In this episode we discuss various wealth and financial planning frameworks as well as the importance of life insurance for protecting …
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When Whole Life Insurance DOESN'T Make Sense!
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When is whole life insurance a good or bad idea for your life? Is term insurance a better fit for most people or is there a third option? All of this an more will be answered in this BetterWealth clip! Ready To Protect Your Legacy? Talk with our Life Insurance Experts - https://www.betterwealth.com/clickhere-life-insurance Get FREE Overfunded Whole…
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Evan Fabricant is a financial advisor committed to helping his clients achieve their financial goals, whether planning for retirement or exploring efficient strategies to pass on their wealth to the next generation. Evan has been advising clients since 1997 and is passionate about forming genuine relationships and positively influencing individuals…
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Federal Reserves Inflation Bombshell: The Hidden Video That Could Crash or Save the Economy
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In this BetterWealth Podcast, I am joined by Tim Chermak from The John Galt Mortgage Company to discuss a recent clip that was buried in a 4-hour-long video from the Federal Reserve that features board member, Michelle Bowman, discussing their new plan for increased interest rates. Ready To Set up an And Asset? Talk with our Life Insurance Experts …
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Listen To This Podcast Before Trying Infinite Banking
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In this BetterWealth clip I speak with Matt Love from @CashFlowArchitects about some of the biggest mistakes entrepreneurs make when using whole life insurance and infinite banking for building wealth. Ready To Set up an And Asset? Talk with our Life Insurance Experts - https://www.betterwealth.com/clickhere-life-insurance Get FREE Overfunded Whole…
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From Croatia Comes Commitment to Care for the Community
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Sue Kuraja is a brokerage director specializing in providing non-profit consultancy services. She focuses on aligning personal and professional goals to maximize outcomes for organizations. With her strategic guidance and personalized approach, she helps build successful and sustainable organizations that drive real-world impact. As an experienced …
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The Most Inspirational Story You've Never Heard: Ex-Homeless Man Fights For Financial Freedom!
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This may be the most inspirational story you'll ever hear on the BetterWealh Show. 41-year-old Ty Robertson used to be homeless, addicted to drugs, and completely lost in his life. Listen to his inspiring transformation as I help him navigate the complex world of finances and wealth building. Apply Here to be a Guest on the Naked Numbers Show - htt…
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Richard Dobson is a Certified Financial Planner (CFP) who strives to simplify communication between clients and financial advisors. As a keynote speaker, he has provided insurance and investment advice for over 40 years. Richard is the author of Make Simplicity Your Superpower! and The Trusted Professional. He is also a NAIFA member and has previou…
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Is Whole Life Insurance a Good Bond Alternative? Retirement Specialist Reveals The Truth!
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Retirement specialist, Justin Holley walks through the data with Caleb on whether whole life insurance is a good or bad bond alternative. Ready To Set up an And Asset? Talk with Our Life Insurance Experts - https://www.betterwealth.com/clickhere-life-insurance Get FREE Whole Life Insurance Education and Resources - https://bttr.ly/vault ___________…
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Why Your Retirement Plan Sucks & How To Fix it - Walter Young
1:16:48
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In this BetterWealth podcast I speak with Walter Young, the author of, The 5th Option: Why Your Retirement Plan Won't Work the Way You Think It Will. In this podcast, Walter presents why so many peoples retirement plan is actually failing by following the normal financial advice and strategies around it. Walter debunks these common strategies and p…
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A Hero of Zero: Modern Retirement Strategies
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David McKnight is a renowned financial advisor and expert in zero-tax retirement planning, having assisted thousands of Americans in achieving the zero percent tax bracket. He has frequently appeared in numerous national publications, including Forbes, USA Today, the New York Times, Fox Business, CBS Radio, and Bloomberg Radio. With four #1 Amazon …
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