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For the Bloomwood Blog and podcast transcripts, browse below.
Selling a $10MM+ Real Estate Portfolio? Consider an UPREIT.
Click here to talk to Bloomwood about your finances. We aim to save 20-50% on your tax bill and/or create substantial value on your...
Billy Amberg
Feb 18, 20245 min read
13 views
0 comments
19 views
0 comments
Beyond the Brochure: Rethinking Retirement Relocation with Agile Living
Here is a real life example from one of my client families that wanted to retire, but wanted to make sure they did it right. This is a...
Billy Amberg
Jan 7, 20243 min read
19 views
0 comments
Know the difference between what a person can change and what they cannot.
Ray Dalio, an influential investor and author, is known for his unique principles that guide both his professional and personal life. One...
Billy Amberg
Jan 7, 20242 min read
15 views
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Unleashing Potential: The Player-Coach Approach to Advising Successful Entrepreneurs
Hey everyone, Billy here, ready to dive into a topic that's near and dear to my heart – working with entrepreneurs. When it comes to...
Billy Amberg
Jan 7, 20242 min read
40 views
0 comments
401k and Retirement Plan Options for Your Business in 2024: A Simple Guide to Choosing the Best Plan for Your Employees
Looking to start a retirement plan for your business in 2024? Check out this flow chart to guide you through which retirement plan type...
Billy Amberg
Jan 7, 20243 min read
22 views
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Important Tax Numbers: 2024
For your tax awareness: One document with most of the figures you will need in 2024 (brackets, social security, contribution limits,...
Billy Amberg
Dec 27, 20231 min read
25 views
0 comments
Decision Making in a Team Setting: Not everything can be debated.
Had this conversation with the founder of a high growth, VC-backed fintech CEO the other day regarding how he can cut down on...
Billy Amberg
Dec 4, 20231 min read
5 views
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What does a winning LOI look like when selling your business?
For those of you who run businesses and care about exiting for a great price at some point, please take a look at the following...
Billy Amberg
Dec 4, 20231 min read
8 views
0 comments
Even SMALL business owners deserve financial planning.
The other day, I had a call with a business owner. She told me: "I don't have enough to use a financial planner." While that statement...
Billy Amberg
Dec 4, 20231 min read
4 views
0 comments
What I Read Last Week (Ending 11/12/23)
Chamath's Reading List Watch All-In E153 New data poisoning tool protects artists from having works scraped by AI Inside Elon's Struggle...
Billy Amberg
Nov 14, 20231 min read
3 views
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Middle Market Pulse Q3 23
According to a recently published report by Pitchbook, a database of private company transactions, during the third quarter of 2023, the...
Billy Amberg
Nov 6, 20231 min read
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What I read this week (Ending 11/3/23)
Books Meditations - Marcus Aurelius - Easily found at any public library. Plenty of free pdfs online to read. Articles Campus Cowardice...
Billy Amberg
Nov 4, 20231 min read
6 views
0 comments
Billy Amberg
Nov 2, 20230 min read
3 views
0 comments
Billy Amberg
Nov 2, 20230 min read
2 views
0 comments
Billy Amberg
Nov 2, 20230 min read
5 views
0 comments
Billy Amberg
Nov 2, 20230 min read
0 views
0 comments
Billy Amberg
Nov 1, 20230 min read
4 views
0 comments
What I Read Last Week 10/23-10/27 '23
Re-read The 7 Habits of Highly Effective People. Principles All In Podcast 151 Chamath's Reading List
Billy Amberg
Oct 30, 20231 min read
15 views
0 comments
A business owner's guide to interviewing a financial planner.
Guide to Interviewing a Financial Planner/Advisor What should the process of working with an advisor be like? Well-defined. Step-by-step...
Billy Amberg
Oct 17, 20235 min read
9 views
0 comments
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