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Billy Amberg
Feb 124 min read
How a Smart Roth Conversion Strategy Can Build Tax-Free Generational Wealth
Click here to talk to Bloomwood about your finances. Welcome to another episode of the World Breakdown Podcast , where we provide...
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Billy Amberg
Feb 49 min read
Delaware Statutory Trusts (DSTs): A Deep Dive into Real Estate Investing for Passive Income and Tax Benefits
Click here to talk to Bloomwood about your finances. A Delaware Statutory Trust (DST) is a legally recognized trust formed under the...
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Billy Amberg
Feb 45 min read
Stop Paying a Premium for Terrible Investment Management and Start Paying a Premium for Planning that Delivers Massive Value
Click here to talk to Bloomwood about your finances. Are you ready to take control of your finances and maximize your after-tax income?...
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Billy Amberg
Jan 276 min read
DeepSeek Announcement: Don't Jump to Conclusions
The emergence of DeepSeek, a Chinese artificial intelligence (AI) startup, has sent shockwaves through the global technology sector,...
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Billy Amberg
Jan 246 min read
The Future of Quantum Computing and AI: A Powerful Partnership
Click here to talk to Bloomwood about your finances. Quantum computing and artificial intelligence (AI) are two transformative...
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Billy Amberg
Jan 202 min read
Kickstart Your New Year with Smart Financial Planning: A Comprehensive Guide
The start of a new year is the ideal time to evaluate your financial goals and strategies. From assessing your progress toward existing...
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Billy Amberg
Jan 164 min read
Quantum Computing Investments: Key Players, Risks, and Opportunities for 2025
Click here to talk to Bloomwood about your finances. Welcome back, everyone! Are you ready to dive into something truly transformative?...
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Billy Amberg
Dec 16, 20245 min read
Roth IRA Conversion: A Practical Case Study and Key Considerations
Click here to talk to Bloomwood about your finances. Welcome to another episode of the Wealth Breakdown Podcast ! In this article, we’ll...
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Billy Amberg
Nov 5, 20245 min read
How a Vistage Chair can save $30,000 per year in taxes and generate millions more in wealth over time.
Host Introduction: Welcome to The Wealth Breakdown Podcast ! Are you ready to increase your after-tax income and unlock your wealth?...
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Billy Amberg
Oct 27, 20243 min read
Goal-Based Investing: A Smarter Approach to Your Financial Future
Click here to talk to Bloomwood about your finances. Goal-Based Investing: A Smarter Approach to Your Financial Future In the world of...
16 views
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Billy Amberg
Oct 27, 20246 min read
How to Choose a Financial Planner as a Business Owner
Guide to Interviewing a Financial Planner/Advisor What should the process of working with an advisor be like? Well-defined. Step-by-step...
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Billy Amberg
Jul 19, 20242 min read
Market Update: '24 Mid-Year Highlights
Click here to talk to Bloomwood about your finances. Stock Market Performance Strong performance year-to-date Driven by AI enthusiasm and...
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Billy Amberg
Jul 19, 20242 min read
Market Update 7/19/24
Click here to talk to Bloomwood about your finances. Market Summary Tech Wreck: A massive software glitch caused widespread...
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Billy Amberg
Jun 2, 20247 min read
Paying Your Kids: Work Ethic and Tax Deductions
Click here to talk to Bloomwood about your finances. Imagine this: You bring your child into the family business, not just to teach them...
35 views
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Billy Amberg
Jun 2, 20245 min read
Roth Conversions Primer
Click here to talk to Bloomwood about your finances. Here's a cool Roth Conversion calculator! See how much this could mean to you! A...
19 views
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Billy Amberg
Jun 2, 20245 min read
Understanding Qualified Small Business Stock (QSBS)
Click here to talk to Bloomwood about your finances. Qualified Small Business Stock is a type of stock that includes immense tax relief...
42 views
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Billy Amberg
Jun 2, 20246 min read
Deferred Sales Trust Primer
Click here to talk to Bloomwood about your finances. Basics There's a useful tool that many asset owners leverage called a Section 453...
20 views
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Billy Amberg
May 13, 20244 min read
Harnessing the Benefits of Backdoor Roth IRA Contributions
In the world of retirement planning, where tax efficiency and growth potential are paramount concerns, the Backdoor Roth IRA strategy...
13 views
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Billy Amberg
May 12, 20244 min read
Demystifying the Myths of 529 College Savings Plans
When it comes to saving for education, 529 plans are a popular option, yet they are often misunderstood. Here, we dispel some common...
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Billy Amberg
May 5, 20244 min read
Unlocking the Power of Deferred Sales Trusts: Mitigating Taxes on Major Asset Sales
What is a Deferred Sales Trust? For business owners and investors looking to sell highly appreciated assets like a company or real...
10 views
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