Preview Mode Links will not work in preview mode

Better Wealth with Caleb Guilliams


Nov 12, 2018

We are joined by Bryan Bloom, author of “Confessions of a CPA", a must-read book that deals with the subject of cash flow, retirement, taxes, tax-exempt income, and the capital equivalent value of life insurance.

 

Links and Resources from this Episode

 

Get Your Free Copy of The AND Asset

 

Show Notes

  • Cash-flow strategy in retirement - 0:59
  • Using your life insurance to buy a wedding ring - 2:52
  • Discussing Bryan's book - 3:20
  • The U.S. traditional financial model - 4:49
  • The capital equivalent value of life insurance - 6:03
  • Understanding distribution rates - 6:47
  • The intricacies of double taxation - 9:56
  • Focussing on tax rates - 11:12
  • Achieving financial freedom - 13:30
  • Tax-exempt, tax-free, and taxable - 17:39
  • Borrowing money from death benefits -25:51
  • Too good to be true? - 27:19
  • The Legacy Question - 29:39
  • Three ways to understand Bryan’s book - 32:40

 

Review, Subscribe and Share

If you like what you hear please leave a review by clicking here

 

Make sure you’re subscribed to the podcast so you get the latest episodes.