Discover how the wealthy legally pay zero capital gains tax using a Charitable Remainder Trust. If you own appreciated assets, this advanced strategy could change everything.

Want to Set Up a Charitable Remainder Trust? Click Here: bttr.ly/Legacy-Capital-Group

00:00 Intro to Charitable Remainder Trusts

02:52 Understanding the Charitable Remainder Trust Strategy

06:05 Charitable Remainder Trusts: Tax Benefits and Income Generation

08:4 Comparing Charitable Remainder Trusts with Other Trust Structures

11:47 Real-Life Applications and Examples of Charitable Remainder Trusts

14:59 Control and Flexibility in Charitable Remainder Trusts

17:59 Rules and Regulations Governing Charitable Remainder Trusts

20:54 Pros and Cons of Charitable Remainder Trusts

24:10 Age and Charitable Remainder Trusts: How It Affects Payouts

27:04 Final Thoughts on Charitable Remainder Trusts and Financial Planning

DISCLAIMER: https://bttr.ly/aapolicy

*This video is for entertainment purposes only and is not financial or legal advice.

Financial Advice Disclaimer: All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

Chris Whalen breaks down Trump’s “Big Beautiful Bill,” rising tensions over tariffs, the growing debate between gold and Bitcoin, and why America’s exploding debt could trigger major consequences. We also explore inflation, reserve currency status, the Fed's future, and what investors should be watching in 2025.

Buy Chris' New Book: https://a.co/d/bY08A6d

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Learn More About BetterWealth: https://betterwealth.com

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DISCLAIMER: https://bttr.ly/aapolicy

*This video is for entertainment purposes only and is not financial or legal advice.

Financial Advice Disclaimer: All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

Expert Tax Strategist Karlton Dennis @karltondennis breaks down advanced write-off strategies, IRS audit protection, Trump’s latest tax updates and potential tax cuts, crypto & bitcoin taxes, depreciation, and more! Karlton also reacts to some of the best and worst tax advise on the internet including responding to Jasmine DiLucci's tough criticism of him.

Check out Karlton's channel: @karltondennis

Want a Free Tax Strategy Review? Book a Call Here: https://betterwealth.com

Chapters

00:00 Intro

00:10 Understanding Tax Preparation vs. Tax Planning

03:03 Tax Cuts and Jobs Act

06:01 Bonus Depreciation and Its Implications

08:17 Evaluating Trump's First 100 Days

16:16 Navigating Deductions and Credits

18:41 The Importance of Tax Strategy

25:36 Difference of Tax Preparation and Tax Planning

27:28 Exploring Tax Credits

28:50 R&D Tax Credits and Their Benefits

35:00 Tax Strategies

37:32 Cryptocurrency Taxation Insights

40:16 Future of Cryptocurrency

43:06 Government Regulation and Cryptocurrency

44:06 Reacting to Viral Tax Videos

51:07 Basic Tax Strategies for Young Investors

56:31 Debate on 401(k) and Tax Deferral Strategies

01:00:03 Responding to Jasmine DiLucci's Strong Reaction to Karlton

DISCLAIMER: https://bttr.ly/aapolicy

*This video is for entertainment purposes only and is not financial or legal advice.

Financial Advice Disclaimer: All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

In this epic debate, Chris Kirkpatrick @LIFE180 and James Barber @OregonCashFlowPro go head-to-head to argue the risks, rewards, and realities of using IUL vs whole life for Infinite Banking. They don’t just argue theory — they break down a real IUL policy illustration and analyze the numbers. This is the most detailed and honest conversation on the internet about IUL vs Whole Life.

Want Us To Review Your Life Insurance Policy? Click Here: https://bttr.ly/yt-policy-review

Want To Start Infinite Banking? Go Here: https://bttr.ly/bw-yt-aa-clarity

Want FREE Whole Life Insurance Resources & Education? Go Here: https://bttr.ly/yt-bw-vault

00:00 Intro

02:46 Understanding Policy Design and Performance

06:08 The Role of Market Conditions in Policy Success

09:00 The Misrepresentation of IULs

12:03 Aligning Financial Products with Values

15:11 The Importance of Proper Policy Design

18:04 The Future of IULs and Whole Life Policies

20:57 Navigating the Life Insurance Landscape

38:11 Understanding Cap Rates and Product Variability

39:50 The Impact of Policy Timing on Returns

42:07 Mortality Rates and Dividend Adjustments

44:34 Whole Life vs. IUL: A Comparative Analysis

52:08 Investment Philosophy: IUL as a De-risking Tool

54:31 Bond Alternatives and Market Exposure

01:01:56 Understanding Borrowing Costs in Life Insurance Policies

01:04:35 The Role of Whole Life and IUL in Financial Strategy

01:06:52 Income Projections and the Risks of Life Insurance Products

01:09:03 Debating IUL vs Whole Life: Key Arguments and Counterarguments

01:12:50 Regulatory Changes and Their Impact on Life Insurance Products

01:16:00 Philosophical Perspectives on Life Insurance as an Investment

01:20:54 Final Thoughts on IUL and Whole Life Strategies

DISCLAIMER: https://bttr.ly/aapolicy

*This video is for entertainment purposes only and is not financial or legal advice.

Financial Advice Disclaimer: All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

Retirement Expert James Conole @RootFP breaks down how to retire wealthy with smart strategies around tax-free income, 401(k)s, Roth conversions, investment risk, Social Security, and the psychology of spending in retirement. Plus, we debate whole life insurance vs. bond alternatives, explore annuities, reverse mortgages, and the surprising ways legacy and lifestyle planning shape long-term wealth.

Check out James Conole's Channel: @RootFP

Want FREE Whole Life Insurance Resources & Education? Go Here: https://bttr.ly/yt-bw-vault

00:00 Intro

02:36 The Importance of Financial Planning

04:47 Framework for Retirement Planning

12:44 Understanding Cash Flow and Inflation

17:44 Investment Strategies and Risk Management

21:27 Typical Withdrawal Rate For 5 Years

32:34 Understanding Root Reserves

36:21 Risk Tolerance vs. Risk Capacity

39:20 James Conole's Liquid Investments

44:48 Exploring Annuities and Their Benefits

48:52 Tax Advantages

52:49 Retirement As an Income Strategy

57:31 Navigating Reverse Mortgages

01:01:44 Cashflow in Financial Planning

01:04:10 Gold and Precious Metals

01:07:25 Debt Management and Financial Strategies

01:08:25 Tax Planning for Retirement

01:21:11 Business Or Invesments

01:27:00 Finding Purpose and Intentional Living

______________________________________________

Learn More About BetterWealth: https://betterwealth.com

====================

DISCLAIMER: https://bttr.ly/aapolicy

*This video is for entertainment purposes only and is not financial or legal advice.

Financial Advice Disclaimer: All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

Want Us To Review Your Life Insurance Policy? Click Here: https://bttr.ly/yt-policy-review

Want Whole Life Insurance? Schedule a Call Here: https://bttr.ly/aa-yt-clarity

Learn More About the And Asset: https://bttr.ly/andasset

DISCLAIMER: https://bttr.ly/aapolicy

*This video is for entertainment purposes only and is not financial or legal advice.

Financial Advice Disclaimer: All content on this channel is for education, discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

Every life insurance agent has an opinion on direct vs non-direct recognition — but does it really matter? In this video, we break down how dividend recognition works, compare major carriers, explore loan interest rate impacts, and zoom out to reveal what truly matters in your policy. Whether you're deep into infinite banking or just curious, this will help you see the full picture.

Want Us To Review Your Life Insurance Policy? Click Here: https://bttr.ly/yt-policy-review

Learn More About the And Asset: https://bttr.ly/andasset

00:00 Understanding Direct vs Non-Direct Recognition

03:08 The Mechanics of Dividend Recognition

05:47 Comparing Direct and Non-Direct Recognition Carriers

09:02 Evaluating the Impact of Loan Interest Rates

11:48 The Bigger Picture: Life Insurance Purpose

14:48 Final Thoughts on Policy Loans

DISCLAIMER: https://bttr.ly/aapolicy

*This video is for entertainment purposes only and is not financial or legal advice.

Financial Advice Disclaimer: All content on this channel is for education, discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

Trump’s new tax strategy is turning heads — and it could completely change how smart entrepreneurs and investors handle taxes moving forward. Karlton Dennis breaking down the biggest tax shifts coming under Trump’s 2025 plan.

Subscribe to the BetterWealth Youtube Channel so you don't miss the full interview when it drops here: https://youtu.be/iPyJquI92ME

______________________________________________

Learn More About BetterWealth: https://betterwealth.com

====================

DISCLAIMER: https://bttr.ly/aapolicy

*This video is for entertainment purposes only and is not financial or legal advice.

Financial Advice Disclaimer: All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.