Wealth Breakdown
by John William "Billy" Amberg, II
Latest episode
Why Standard Advice Fails at $25MM Net Worth
Why Standard Advice Fails at $25MM Net Worth
About this podcast
Unlock your wealth with real-life tax-saving strategies! Join our podcast where a financial planner breaks down practical case studies to help you save on taxes, invest smarter, and build long-term wealth.
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Episodes
The newest 20 of 59 episodes
- Why Standard Advice Fails at $25MM Net Worth · 24 minWhat happens when the same financial advice that helped build your wealth starts destroying it? In this episode, we take a deep dive into the hidden world of ultra-high-net-worth…
- WB 11 How One Software Business Saved $150K+ in Taxes with C Corp & QSBS Strategy · 13 minIn this episode, we break down a real-world case study showing how a high-growth software implementation company saved over $150,000 in income taxes in just one year—and is on…
- WB10 How Business Owners Can Legally Pay Their Kids and Build Tax-Free Wealth · 8 minIn this episode of Wealth Breakdown, we explore a powerful yet often overlooked strategy that allows business owners to legally pay their children, reduce their own taxable…
- Bloomwood Guide: QTIP Trusts Unraveled - Wealth, Tax, and Family Secrets · 15 minDisclosures Bloomwood does not make any representations as to the accuracy, timeliness, suitability, or completeness of any information prepared by any unaffiliated third party…
- Bloomwood Guide: Two-Year Installment Sale · 14 minDisclosures Bloomwood does not make any representations as to the accuracy, timeliness, suitability, or completeness of any information prepared by any unaffiliated third party…
- Bloomwood Guide: Creating Massive Wealth by Paying Your Kids to do Real Work · 19 minDisclosures Bloomwood does not make any representations as to the accuracy, timeliness, suitability, or completeness of any information prepared by any unaffiliated third party…
- Bloomwood Guide: Get Organized - The Onboarding Process So Good, We Get Paid For It · 11 minDisclosures Bloomwood does not make any representations as to the accuracy, timeliness, suitability, or completeness of any information prepared by any unaffiliated third party…
- WB9 Tax Bracket Management · 14 minIn this episode, we take a deep dive into tax bracket management for 2024 and explore how you can legally minimize your tax burden. We break down key strategies like income…
- WB8 What is the difference between an LLC and an LLC S-Corp? · 19 minChoosing the right business structure is a crucial decision for entrepreneurs. In this episode, we break down the key differences between LLCs and S Corps, covering liability…
- Bloomwood Guide: Beneficiary Defective Inheritor Trust (BDIT) - Minimize Estate Tax, Maximize Control · 21 minDisclosures Bloomwood does not make any representations as to the accuracy, timeliness, suitability, or completeness of any information prepared by any unaffiliated third party…
- Bloomwood Guide: Defined Benefit Plans, Increased Contribution Limits, Tax Deferred Wealth · 15 minDisclosures Bloomwood does not make any representations as to the accuracy, timeliness, suitability, or completeness of any information prepared by any unaffiliated third party…
- Bloomwood Guide: The Augusta Rule - Tax Free Income for Holding Events at Your Home · 23 minDisclosures Bloomwood does not make any representations as to the accuracy, timeliness, suitability, or completeness of any information prepared by any unaffiliated third party…
- Bloomwood Guide: Income Shifting for S-Corps, Trust as Shareholder · 14 minDisclosures Bloomwood does not make any representations as to the accuracy, timeliness, suitability, or completeness of any information prepared by any unaffiliated third party…
- Bloomwood Guide: Tax-Deferred-Nonqualified-Annuities, Income Smoothing, Tax Bracket Management · 19 minDisclosures Bloomwood does not make any representations as to the accuracy, timeliness, suitability, or completeness of any information prepared by any unaffiliated third party…
- Bloomwood Guide: Charitable Remainder Trust w/ Net Income Makeup Provision (NIMCRUT) · 19 minDisclosures Bloomwood does not make any representations as to the accuracy, timeliness, suitability, or completeness of any information prepared by any unaffiliated third party…
- Bloomwood Guide: Oil and Gas Investments, Tax Advantages and Strategies · 22 minDisclosures Bloomwood does not make any representations as to the accuracy, timeliness, suitability, or completeness of any information prepared by any unaffiliated third party…
- Bloomwood Guide: Income Shifting with Charitable Remainder Trusts · 13 minDisclosures Bloomwood does not make any representations as to the accuracy, timeliness, suitability, or completeness of any information prepared by any unaffiliated third party…
- Bloomwood Guide: Family Limited Partnerships, Wealth Transfer and Tax Benefits · 19 minDisclosures Bloomwood does not make any representations as to the accuracy, timeliness, suitability, or completeness of any information prepared by any unaffiliated third party…
- Bloomwood Guide: Intra-Family Loans - Tax-Free Wealth Transfer Strategies · 12 minDisclosures Bloomwood does not make any representations as to the accuracy, timeliness, suitability, or completeness of any information prepared by any unaffiliated third party…
- Bloomwood Guide: Captive Insurance Benefits and Tax Advantages for Businesses · 20 minDisclosures Bloomwood does not make any representations as to the accuracy, timeliness, suitability, or completeness of any information prepared by any unaffiliated third party…
