Episode 681

This Financial Advisor Abandoned Wall Street To Become Wealthy (How He Did It)

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://wealthwithoutwallstreet.com/betterwealth

Ready To Set up an And Asset? Talk with our Life Insurance Experts - https://www.betterwealth.com/clickhere-life-insurance

Get FREE Overfunded Whole Life Insurance Education and Resources - https://bttr.ly/vault

0:00 - Intro

3:00 - Why Russ Started Wealth Without Wallstreet

7:09 - Defining Infinite Banking with Whole Life Insurance

11:01 - Why Not Use a High-Yield-Savings Account for Infinite Banking?

17:41 - The Mistakes People Make with Infinite Banking & Life Insurance

21:44 - The Importance of Savings (Caleb Draws his Key Framework)

25:37 - Alternative Assets and Knowing Your Investor DNA

41:38 - When Debt is Smart & When it's Stupid

50:39 - Eliminating Taxes


✉️ Email BetterWealth: https://bttr.ly/info

WEBSITE: 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.

About the Podcast

Show artwork for BetterWealth with Caleb Guilliams
BetterWealth with Caleb Guilliams
Helping People See And Reach Their Highest Potential