104. The Problem With Registered Retirement Plans | Bryan Bloom, CPA

March 01, 2022 • 00:50:41
104. The Problem With Registered Retirement Plans | Bryan Bloom, CPA
Wealth On Main Street
104. The Problem With Registered Retirement Plans | Bryan Bloom, CPA

Mar 01 2022 | 00:50:41

/

Hosted By

Richard Canfield Jayson Lowe

Show Notes

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:

Learn how Canadian are Implementing Infinite Banking for Free Here: https://wealthonmainstreet.com/masterclass

Podcast Website: https://wealthonmainstreet.com/

Follow us on Facebook: https://wealthonmainstreet.com/fb

Subscribe to our Youtube Channel: https://wealthonmainstreet.com/yt

Book a 15-minute call: https://wealthonmainstreet.com/15mincall

Re-think Your Thinking – The Backwards Bicycle: https://wealthonmainstreet.com/backbike

Watch our Tribute To The Man Who Created Infinite Banking R. Nelson Nash here:

https://wealthonmainstreet.com/dayofnelson

Join Our Community! https://wealthonmainstreet.com/community

Check out our other Channel for more content: https://wealthonmainstreet.com/bankersvault

IBC RECOMMENDED BOOKS

https://wealthonmainstreet.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/

Other Episodes

Episode

December 15, 2020 • 00:55:16
Episode Cover

41. Infinite Banking & The Money Multiplier Method

Brent Kesler was a Chiropractor and Chiropractic coach for over 14 years. After implementing The Money Multiplier Method, Brent paid off $984,711 in 3rd...

Listen

Episode

July 05, 2022 • 00:22:48
Episode Cover

122. 7 Steps To Becoming Your Own Banker

Wealth Without Bay Street EPISODE 122: On today’s episode of Wealth Without Baystreet, Richard and Jayson walk you through 7 easy steps that you...

Listen

Episode

April 12, 2022 • 00:33:30
Episode Cover

110. Infinite Banking Canada Real Example | A 10 Year Policy Review

Wealth Without Bay Street EPISODE 110: On today’s episode of Wealth Without Baystreet, your hosts, Richard Canfieldand Jayson Lowe discuss Infinite Banking Policies and...

Listen