Episode 252

We Found $2.5 Million That Our Clients Didn't Even Know They Had

Efficiency, Consistency and Accountability in tracking your money can save thousands and maybe millions!

In today's Better Wealth Episode of From the Frontlines, Jereme and I are bringing you several episodes where we focus on case study from people who are working with us in our Unlimited Program. In this second episode we discuss how Jereme was able to use our Unlimited Model to help these clients find $2.5 million they didnโ€™t know they had.  Here at BetterWealth our Model is a mathematical tool based on a cash flow ratio model by breaking down your household economy and looking at consumption and savings. We use the model as an accountability instrument using data over the course of time so we arenโ€™t missing out on the financial assurance. 

For more information on BetterWealth or the content you hear on the Podcast visit us at www.betterwealth.com/podcast.


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About the Podcast

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