BetterWealth with Caleb Guilliams
di BetterWealth Media
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How To Beat 13.5% Returns Using Whole Life Insurance | Nick Palumbo
How To Beat 13.5% Returns Using Whole Life Insurance | Nick Palumbo
Informazioni su questo podcast
BetterWealth helps 6–7 figure entrepreneurs build, protect, and grow their wealth through strategic whole life insurance designs and alternative wealth strategies. Your host, Caleb Guilliams, features powerful, deep dive masterclasses, real client case studies, and interviews with top financial experts, business leaders, and entrepreneurs, all designed to help you make more intentional financial decisions and master the wealth game.
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- How To Beat 13.5% Returns Using Whole Life Insurance | Nick Palumbo · 54 min · Episodio 915Learn how whole life insurance can let you outperform a portfolio earning 13.5% every year. In this interview, Caleb Guilliams sits down with Nick Palumbo, a 44-year advisor and…
- Don't Trust Your Life Insurance Company Until You Watch This | Tom Gober · 45 min · Episodio 914Learn the early warning signs that preceded Ohio National's demutualization and PHL Variable's collapse, spotted years before the public knew. In this interview, Caleb Guilliams…
- How To Turn Health Insurance Premiums Into Tax Free Wealth Using ICHRA | Brad Owens · 1 h 30 min · Episodio 913Brad Owens joins Caleb Guilliams to break down ICHRA (now called choice) and how it lets employers cut health insurance costs while giving employees more options. Want to See If…
- How To Get $2,000 A Month For Life From $300,000 | Michael Finke · 1 h 2 min · Episodio 912Learn how a 65-year-old can turn $300,000 into roughly $2,000 a month of guaranteed income for life. In this interview, Caleb Guilliams sits down with Dr. Michael Finke of the…
- How To Build A 'Super Roth' With Only $100,000/Year | Paul Sundin · 1 h 7 min · Episodio 911Learn how to build the best retirement plans based on your income level as well as how to create a 'super Roth' with as little as $100,000 a year. We walk through the ladder of…
- If You Only Listen To One Whole Life Insurance Podcast, Make It This · 4 h 6 min · Episodio 910Our most complete whole life insurance masterclass: the best moments from our interviews and explainers on how whole life works, how to design a policy, retirement planning and…
- The Life Insurance Industry Has A $235 Billion Problem | Tom Gober · 36 min · Episodio 909Learn what the $235 billion problem hiding inside the life insurance industry means for your policy and how to tell if your carrier is financially sound. In this presentation…
- Whole Life Insurance Agents Are Crooks | Responding To Dave Ramsey AGAIN · 32 min · Episodio 908See why whole life insurance agents get called crooks, and what that claim gets wrong. Caleb Guilliams reacts to Dave Ramsey and George Kamel telling a caller to run from whole…
- How John Noel Built His Travel Insurance Empire | In Memory of My Friend (Interview from 2019) · 1 h 6 min · Episodio 907In loving memory of John Noel who passed away peacefully at his home Sept. 30, 2026 With the recent passing of my dear friend and mentor, John Noel, I wanted to reshare my…
- How I Doubled My Real Estate Returns Using Life Insurance | John Stewart · 40 min · Episodio 906Learn how buy and hold real estate investors can potentially double their long term returns by storing reserves and down payment capital in whole life insurance. In this…
- It Cost Him $4.8 Million To Learn This About Wealth | Michael Isom · 41 min · Episodio 905This one investment cost Michael Isom $4.8 Million, losing everything he had built but laying the foundation that would teach him the most important lessons in building wealth…
- I Brought The Biggest Minds In Life Insurance Into One Room · 33 min · Episodio 904I Brought The Biggest Minds In Life Insurance Into One Room for the largest life insurance event BetterWealth has ever hosted. In this vlog I take you behind the scenes with top…
- The $140,000 Social Security Mistake 96% of People Make | Thomas Drapala · 1 h 17 min · Episodio 903Social Security analyst Thomas Drapala breaks down how the average person leaves $140,000 on the table by claiming Social Security without a plan. Caleb Guilliams and Thomas walk…
- His Wealth Exploded When He Stopped Chasing Higher Returns | Dave Mozeika · 42 min · Episodio 902Dave Mozeika, the CEO of Currence, teaches how he increased wealth from $120k to $2.2M (400% Increase) by practicing a simple cash flow strategy that removes additional risk and…
- The 3 Rates Of Return Of Whole Life Insurance | Phil Bodine · 38 min · Episodio 901Phil Bodine explains the 3 rates of return he believes you should consider when evaluating whole life insurance. Want to See If Whole Life Insurance Can Improve Your Financial…
- Private Equity Is Targeting Your 401(k) Next | Barry James Dyke · 25 min · Episodio 900Barry James Dyke the Bestselling author of, The Pirates of Manhattan warns about the incoming threat of private equity coming for your retirement savings, including your 401k and…
- Inside Mark Walter's $17 Billion Insurance Scandal | With Fraud Investigator Tom Gober · 32 min · Episodio 899Fraud investigator Tom Gober explains the $17 Billion insurance scandal of Mark Walter, Guggenheim and the Dodgers. Mark Walter is the previous owner of the LA Lakers and current…
- I Asked Ed Slott To Give Away His Tax-Free Retirement Playbook · 51 min · Episodio 898Americas IRA expert Ed Slott breaks down his personal tax-free retirement & estate planning playbook. Want To See How Permanent Life Insurance Can Improve Your Retirement Plan?…
- The Ultimate Academic Case For Whole Life Insurance | Dan Flanscha · 3 h 47 min · Episodio 897Online gurus such as Dave Ramsey, George Kamel, and The Money Guy Show will make the claim that whole life insurance is one of the worst financial products in existence, but what…
- The Truth About Whole Life Insurance... According to 100 Years of Data | Tom Wall PhD · 37 min · Episodio 896Is whole life insurance really as bad or as good as people claim? Tom Wall, PhD in retirement income planning examines 100 years of historical data to challenge common…
- Van Mueller's Bulletproof Insurance Playbook (30-50 Appointments EVERY Week) · 1 h 30 min · Episodio 895Life insurance is about far more than a death benefit. In this exclusive interview, Caleb Guilliams sits down with industry legend Van Mueller to explain how cash value life…
- This IUL Policy Started A Huge Debate | We Ran The Numbers | with @LIFE180 · 1 h 51 min · Episodio 894Caleb Guilliams sits down with Revan Vega ( @LIFE180 ) Tyler Wille, and Jonathan Bell to settle the question around the policy that sparked a heated debate across the life…
- The Most Unique Whole Life Insurance Company You've Never Heard Of · 53 min · Episodio 893Could this be the most flexible whole life insurance policy I've ever reviewed? Want to Connect with The Catholic Order of Foresters as an Advisor or Prospect? Click Here…
- How To Start A Family Banking System | Live Q&A with Jayson Lowe · 1 h 9 min · Episodio 892Learn how to start and build a family banking system using life insurance, trusts, and family constitutions. Want To Start A Life Insurance Policy For Your Family Bank? Go Here…
- Does This Math Settle The Infinite Banking Debate? | With Chris Naugle · 1 h 10 min · Episodio 891Is it actually worth using Infinite Banking to buy a car? Chris Naugle says yes. Want a Whole Life Insurance Policy? Go Here: https://bttr.ly/bw-yt-aa-clarity In this episode…
- How Family Offices Create Multi-Generational Wealth Using Life Insurance · 1 h 11 min · Episodio 890How do family offices and ultra-wealthy families use life insurance to build, protect, and transfer wealth for generations? Want to See If Whole Life Insurance Can Improve Your…
- Did He Just Beat LIFE180s $25k IUL Challenge? · 55 min · Episodio 889Life Insurance agent, Jonathan Bell claims he has beaten @LIFE180 $25K IUL challenge but his policy was rejected by Chris Kirkpatrick (Now Revan Vega) for not meeting the fine…
- How "Investing More" Is Killing Your Retirement (Do This Instead) · 54 min · Episodio 888Watch the Interview on Youtube for Visuals - https://youtu.be/TS_RTVc3PL8 Want to See If Whole Life Insurance Can Improve Your Financial Plan? Schedule Your Clarity Call Here…
- We Compared Whole Life Insurance To Investing For 55 Years - Trent Fortner · 1 h 32 min · Episodio 887Financial professional Trent Fortner uses mathematical models to compare the long-term outcomes of whole life insurance versus traditional investing. Schedule Your Clarity Call…
- This Reverse Mortgage Tax Strategy Is Blowing My Mind! - Harlan Accola · 41 min · Episodio 885Harlan Accola explains how homeowners can strategically use reverse mortgages to create a more efficient retirement and legacy. Accola uses specialized software to demonstrate…
- This Ends The Velocity Banking Debate For Good | Sam Kwak & Michael Lush · 1 h 58 min · Episodio 886Sam Kwak ( @TheKwakBrothers ) and Michael Lush ( @ReplaceYourUniversity ) break the silence on the velocity banking controversy that was stirred up in our previous video with…
- CFP Debunks The Money Guy Show On Infinite Banking · 45 min · Episodio 884CFP Daniel Flanscha is a financial expert of 40 years who's taking on the claims of The Money Guy Show against infinite banking and whole life insurance. Watch the Interview on…
- How To Build a “Super Roth” Using Life Insurance - Tom Love · 60 min · Episodio 883Learn how you can turn your life insurance policy into a super Roth for retirement. Tom Love is a CEO and financial wealth expert with over 40 years of experience. He walks…
- Tax Lawyer Fact-Checks Viral Tax Advice Online | Toby Mathis · 1 h 4 min · Episodio 882Tax lawyer Toby Mathis from Anderson Business Advisors reacts and fact-checks some of the most viral tax advice online, answering the question, can you actually pay zero taxes?…
- Why BlackRock Is Suddenly Bullish on Annuities | Tom Hegna · 36 min · Episodio 881I sit down with Retirement expert and legend Tom Hegna to discuss the growing support for annuities, particularly the major asset management firm, BlackRock, who used to be…
- How To Generate $82,000/Year GUARANTEED Using Deferred Income Annuities - Curtis Cloke · 1 h 14 min · Episodio 880Meet the man who pioneered one of the biggest developments in the retirement planning industry. Curtis Cloke, a financial professional of 30 years and the man who's credited with…
- Inside The Nelson Nash Institute: What's The Future of Infinite Banking? - David Stearns · 1 h 27 min · Episodio 879I sit down with the president of the Nelson Nash Institute to walk through the core principles of the infinite banking concept as Nelson Nash intended as well as covering the…
- I Asked a Velocity Banking Expert to Prove It Works · 1 h 58 min · Episodio 878I sit down with Velocity Banking Expert, Anthony Rushing, to discuss using 1st lien HELOCs to pay off debt. Anthony answers the questions of when this concept does and doesn't…
- They're Lying To You About Velocity Banking (This Math Proves It) · 1 h 18 min · Episodio 876I sit down with Zach Oehlman, a former velocity banking and 1st lien HELOC advocate turned whistleblower—who’s now calling out major figures like Michael Lush and the Kwak…
- Ed Slott: Why Life Insurance is a MUST Have In Retirement Planning · 30 min · Episodio 877I sit down with Ed Slott, America's top CPA and retirement expert to discuss the asset that has the number one benefit in the tax code for tax free money. Watch the Interview on…
- The Dangerous Rise of Private Equity & Fraud In The Life Insurance Industry | Tom Gober · 1 h 42 min · Episodio 875I sit down with Tom Gober, a Certified Financial Examiner and Certified Fraud Examiner with 41 years of experience, to discuss the growing problem of private equity, fraud, and…
- How to Use Life Insurance & Real Estate To Retire in 10 Years (or less) · 1 h 20 min · Episodio 874I sit down with Real Estate & Infinite Banking expert, Ryan Lee, to break down his step-by-step guide to retire in 10 years or less using life insurance and turn-key real estate…
- In 57 Minutes, I'll Change The Way You Think About Life Insurance Forever · 58 min · Episodio 873Give me 57 Minutes, and I'll Change The Way You Think About Whole Life Insurance. Life insurance is more than a death benefit, it's a Foundational Asset that helps you keep…
- How to Build a Generational Wealth System Like The Rockefellers · 1 h 7 min · Episodio 872Sitting down with Garrett Gunderson, a legacy and generational wealth expert, to give a step-by-step guide in how to create, set up, and build generational wealth for your…
- Becoming Your Own Bankrupter: The DARK Side of Infinite Banking · 1 h 41 min · Episodio 871I'm putting myself on trial with attorney Frederick Rosenberg, who has spent 30 years as a forensic analyst, picking apart the wreckage of financial disasters. In his book, Dying…
- The Life Insurance Strategy Only The 1% Can Use · 17 min · Episodio 870In this Interview with wealth expert Kuldeep Madan, we break down how whole life insurance premium financing works for ultra-wealthy family's and when it’s actually a viable…
- How To Use Defined Benefit Plans To Write-Off Life Insurance Premiums · 1 h 18 min · Episodio 869I sit down with top planning expert, Rohit Punyani, to break down how Defined Benefit (DB) plans can be used as a powerful tax strategy for business owners and how they can…
- Inside OneAmerica’s Underrated Life Insurance Strategy | With President Dennis Martin · 45 min · Episodio 868I sit down with a President at OneAmerica, Dennis Martin, to get an inside look at the 145-year-old insurance company and how they approach life insurance and longterm planning…
- The IUL Debate No One Is Willing to Have · 1 h 2 min · Episodio 867Caleb and Revin ( @LIFE180 ) cover the new IUL strategy making rounds on the internet called, Kaizen. The conversation gets tense as Revin calls out Caleb for interviewing Matt…
- Did I Lose My First Infinite Banking Debate? · 35 min · Episodio 866I'm joined by Logan Hertz from @HazeltineLLC to review my first debate with Jim Dew on whole life insurance and Infinite banking. Where did Jim and I go wrong in our arguments…
