On today’s episode I welcome back Bryan Bloom, CPA and author of The Confessions of a CPA book series. Join me as Bryan and I talk about capital equivalents, life insurance, the perfect loan, inflation, the correlation between tax and debt and his new book Confessions of a CPA: Why What I Thought To Be True Has Turned Out Not To Be
Guest bio:
Byan is a CPA and has been for more than 35 years. Most of those years he prepared personal income tax returns as a side to his normal activities involved in planning a retirement. Early on in his career, he was the Chief Financial Officer of the State Universities Retirement System of Illinois. This provided him with an understanding of the retirement plans of people who work in the public sector. Next, he worked with a Third-Party Administrator, Benefit Planning Consultants, designing 401(k) plans for small businesses. This provided him with an understanding of retirement plans of people who work in the private sector. About 15 years ago, Byan ventured into the arena he is in right now – helping individuals practically plan for their retirement years. During these 15 years, he has been understanding more and more about how different financial strategies and financial products work and more importantly why they don’t work. Bryan has authored 5 books. The series Confessions of a CPA, reveals why what he taught to be true as a CPA has turned out not to be true. We have no chance of success if we follow what we are taught in academia, traditional planning, and the popular media. Together with his wife Pam, they celebrate 40 years of marriage together, have 2 daughters and 3 granddaughters and a grandson. They are the joy of their lives. For Byan – this is retirement! Sharing with people around the country some of the financial realities in life that differ greatly from what we have all been taught to believe.
Guest links:
Get Bryan’s new book Confessions of a CPA: Why What I Thought To Be True Has Turned Out Not To Be https://amzn.to/3GmwFYT
Episode Resources:
Check out Bryan’s other book Confessions of a CPA: The capital equivalent of Life Insurance https://amzn.to/3riLAPf
Check out my first interview with Bryan Bloom: Understanding the Capital Equivalent of Life Insurance https://betterwealth.captivate.fm/episode/understanding-the-capital-equivalent-value-of-life-insurance-with-bryan-bloom
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