FREE report 7 Simple Steps to Becoming Your Own Banker - http://7steps.ca/
Wealth Without Bay Street EPISODE #104: Today on Wealth Without Baystreet, we are pleased to have Bryan S. Bloom. Bryan has been a CPA for more than 35 years, throughout those years he was involved in income tax returns as well as planning a retirement. His experience in planning retirement comes from helping individuals practically plan their retirement over the past 15 years. Bryan has also authored five books, the series Confessions of a CPA, which reveals why what he was taught to be true as a CPA turned out not to be true. He says, “We have no chance of success if we follow what we are taught in academia, traditional planning, and the popular media.”
Bryan and his wife, Pam celebrate 40 years of marriage together and have two daughters and four grandchildren. For Bryan, retirement is enjoying the joy of his life and sharing it with people around the country some of the financial realities in life that differ greatly from what we have all been taught to believe.
IN THIS EPISODE, YOU WILL LEARN:
0:00 Introduction
4:40 Confessions of a CPA
7:17 To Pay Taxes on the Harvest or the Seed?
13:19 How to Have a Conversation With a CPA
17:46 The Original Insurance Concept
21:54 Learn and Work With Experienced People
30:34 Employer Retirement Plan
40:52 Policy Loans From Life Insurance Contracts
48:52 Who Would Bryan Want To Be a Hero To
📌 EPISODE LINKS:
Connect with Bryan:
The America Group: https://www.theamericagroup.com/imt_team/bryan-bloom/
LinkedIn: https://www.linkedin.com/in/bryanbloom
Bryan’s Books: https://www.amazon.com/Bryan-S.-Bloom/e/B00J2KM7DC%3Fref=dbs_a_mng_rwt_scns_share
🎙️ WEALTH WITHOUT BAY STREET LINKS:
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https://wealthwithoutbaystreet.com/dayofnelson
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📚 IBC RECOMMENDED BOOKS
https://wealthwithoutbaystreet.com/books
📽️ WATCH THE DOCUMENTARY
Documentary Film This is Nelson Nash: https://www.ascendantfinancial.ca/nelson-nash-film/
💸 Financial Advisor? Learn about the Infinite Banking Concept here: Nelson Nash Institute Practitioner Program: https://infinitebanking.org/practitioners-program/ref/6/
EVA - Economic Value Add The Real Key To Creating Wealth Article: https://infinitebanking.org/the-real-key-to-creating-wealth/ref/6/
EVA - Economic Value Add The Real Key To Creating Wealth Article: https://infinitebanking.org/the-real-key-to-creating-wealth/ref/6/
39. Interest Rates Vs. Interest Volume when Becoming Your Own Banker
38. The Five Phases of The Infinite Banking Concept
37. The True Need for Life Insurance Plus The Power of Infinite Banking
36. The Infinite Banking Wealth Consultant Who Started As A CPA
35. Corporate or Personally Owned IBC Policies in Canada (Infinite Banking)
34. Get #wokebynate and Control The Banking Function
33. The Four Characters in the Financial Play, The Bank Owner, Banker, Borrower and Depositor
32. The Fuel You Need To Reach Your Businesses Vision
31. What is The Perfect Investment? Infinite Banking For The Win!
30. Gaining Financial Freedom With The Infinite Banking Concept - Client Series
29. Nelson Nash’s Final Message For Infinite Bankers with Carlos Lara
28. Infinite Banking Concept And The Cashflow Ninja
27. The Infinite Banking Concept Suits Everyone - Client Series
26. CPA Solutions For A Business Owners Whole Life
25. Client Series - Embracing the Concept of Infinite Banking
24. Client Series - Five Years With The Infinite Banking Concept
23. Client Series - Experiencing The Power of Infinite Banking
22. The Power of Policy Loans
21. Real Estate Investing with Infinite Banking
20. Profit Is A Responsibility
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