PODCAST · business
Wealth Breakdown
by John William "Billy" Amberg, II
Unlock your wealth with real-life tax-saving strategies! Join our podcast where a financial planner breaks down practical case studies to help you save on taxes, invest smarter, and build long-term wealth.Contact Us: https://www.bloomwoodcapital.com/contactYoutube: https://www.youtube.com/@bloomwoodfpApple: https://podcasts.apple.com/us/podcast/wealth-breakdown/id1778522619Spotify: https://open.spotify.com/show/098AWkahqNVjjAm8Ya71bP?si=edb92b294886438aLinkedin: https://www.linkedin.com/in/billy-amberg/X: https://x.com/billzambergFacebook: https://www.facebook.com/profile.php?id=100069639591247
Episodes
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Why Standard Advice Fails at $25MM Net Worth
What happens when the same financial advice that helped build your wealth starts destroying it? In this episode, we take a deep dive into the hidden world of ultra-high-net-worth (UHNW) financial planning and explain why traditional wealth management strategies often fail once your net worth...
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WB 11 How One Software Business Saved $150K+ in Taxes with C Corp & QSBS Strategy
In this episode, we break down a real-world case study showing how a high-growth software implementation company saved over $150,000 in income taxes in just one year—and is on track to save hundreds of thousands more in the future. We explore how combining a C Corporation structure with the...
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WB10 How Business Owners Can Legally Pay Their Kids and Build Tax-Free Wealth
In this episode of Wealth Breakdown, we explore a powerful yet often overlooked strategy that allows business owners to legally pay their children, reduce their own taxable income, and build tax-free wealth for their kids. We break down a real-life case study featuring Jim, a business owner who...
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Bloomwood Guide: QTIP Trusts Unraveled - Wealth, Tax, and Family Secrets
Disclosures Bloomwood does not make any representations as to the accuracy, timeliness, suitability, or completeness of any information prepared by any unaffiliated third party, whether linked to or incorporated herein. All such information is provided solely for convenience purposes and all…
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Bloomwood Guide: Two-Year Installment Sale
Disclosures Bloomwood does not make any representations as to the accuracy, timeliness, suitability, or completeness of any information prepared by any unaffiliated third party, whether linked to or incorporated herein. All such information is provided solely for convenience purposes and all…
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Bloomwood Guide: Creating Massive Wealth by Paying Your Kids to do Real Work
Disclosures Bloomwood does not make any representations as to the accuracy, timeliness, suitability, or completeness of any information prepared by any unaffiliated third party, whether linked to or incorporated herein. All such information is provided solely for convenience purposes and all…
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Bloomwood Guide: Get Organized - The Onboarding Process So Good, We Get Paid For It
Disclosures Bloomwood does not make any representations as to the accuracy, timeliness, suitability, or completeness of any information prepared by any unaffiliated third party, whether linked to or incorporated herein. All such information is provided solely for convenience purposes and all…
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WB9 Tax Bracket Management
In this episode, we take a deep dive into tax bracket management for 2024 and explore how you can legally minimize your tax burden. We break down key strategies like income smoothing, Roth IRA conversions, tax deferral, and capital loss harvesting—giving you the tools to make smarter financial...
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WB8 What is the difference between an LLC and an LLC S-Corp?
Choosing the right business structure is a crucial decision for entrepreneurs. In this episode, we break down the key differences between LLCs and S Corps, covering liability protection, taxation, ownership rules, and compliance requirements. Whether you're a small business owner, freelancer, or...
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Bloomwood Guide: Beneficiary Defective Inheritor Trust (BDIT) - Minimize Estate Tax, Maximize Control
Disclosures Bloomwood does not make any representations as to the accuracy, timeliness, suitability, or completeness of any information prepared by any unaffiliated third party, whether linked to or incorporated herein. All such information is provided solely for convenience purposes and all…
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Bloomwood Guide: Defined Benefit Plans, Increased Contribution Limits, Tax Deferred Wealth
Disclosures Bloomwood does not make any representations as to the accuracy, timeliness, suitability, or completeness of any information prepared by any unaffiliated third party, whether linked to or incorporated herein. All such information is provided solely for convenience purposes and all…
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Bloomwood Guide: The Augusta Rule - Tax Free Income for Holding Events at Your Home
Disclosures Bloomwood does not make any representations as to the accuracy, timeliness, suitability, or completeness of any information prepared by any unaffiliated third party, whether linked to or incorporated herein. All such information is provided solely for convenience purposes and all…
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Bloomwood Guide: Income Shifting for S-Corps, Trust as Shareholder
Disclosures Bloomwood does not make any representations as to the accuracy, timeliness, suitability, or completeness of any information prepared by any unaffiliated third party, whether linked to or incorporated herein. All such information is provided solely for convenience purposes and all…
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Bloomwood Guide: Tax-Deferred-Nonqualified-Annuities, Income Smoothing, Tax Bracket Management
Disclosures Bloomwood does not make any representations as to the accuracy, timeliness, suitability, or completeness of any information prepared by any unaffiliated third party, whether linked to or incorporated herein. All such information is provided solely for convenience purposes and all…
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Bloomwood Guide: Charitable Remainder Trust w/ Net Income Makeup Provision (NIMCRUT)
Disclosures Bloomwood does not make any representations as to the accuracy, timeliness, suitability, or completeness of any information prepared by any unaffiliated third party, whether linked to or incorporated herein. All such information is provided solely for convenience purposes and all…
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Bloomwood Guide: Oil and Gas Investments, Tax Advantages and Strategies
Disclosures Bloomwood does not make any representations as to the accuracy, timeliness, suitability, or completeness of any information prepared by any unaffiliated third party, whether linked to or incorporated herein. All such information is provided solely for convenience purposes and all…
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Bloomwood Guide: Income Shifting with Charitable Remainder Trusts
Disclosures Bloomwood does not make any representations as to the accuracy, timeliness, suitability, or completeness of any information prepared by any unaffiliated third party, whether linked to or incorporated herein. All such information is provided solely for convenience purposes and all…
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Bloomwood Guide: Family Limited Partnerships, Wealth Transfer and Tax Benefits
Disclosures Bloomwood does not make any representations as to the accuracy, timeliness, suitability, or completeness of any information prepared by any unaffiliated third party, whether linked to or incorporated herein. All such information is provided solely for convenience purposes and all…
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Bloomwood Guide: Intra-Family Loans - Tax-Free Wealth Transfer Strategies
Disclosures Bloomwood does not make any representations as to the accuracy, timeliness, suitability, or completeness of any information prepared by any unaffiliated third party, whether linked to or incorporated herein. All such information is provided solely for convenience purposes and all…
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Bloomwood Guide: Captive Insurance Benefits and Tax Advantages for Businesses
Disclosures Bloomwood does not make any representations as to the accuracy, timeliness, suitability, or completeness of any information prepared by any unaffiliated third party, whether linked to or incorporated herein. All such information is provided solely for convenience purposes and all…
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Bloomwood Guide: Intentionally Defective Grantor Trust IDGT Sales Benefits and Mechanics
Disclosures Bloomwood does not make any representations as to the accuracy, timeliness, suitability, or completeness of any information prepared by any unaffiliated third party, whether linked to or incorporated herein. All such information is provided solely for convenience purposes and all…
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Bloomwood Guide: Inter Vivos Charitable Lead Annuity Trust Strategies
Disclosures Bloomwood does not make any representations as to the accuracy, timeliness, suitability, or completeness of any information prepared by any unaffiliated third party, whether linked to or incorporated herein. All such information is provided solely for convenience purposes and all…
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Bloomwood Guide: Domestic Asset Protection Trusts
Disclosures Bloomwood does not make any representations as to the accuracy, timeliness, suitability, or completeness of any information prepared by any unaffiliated third party, whether linked to or incorporated herein. All such information is provided solely for convenience purposes and all…
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Bloomwood Guide: Spousal Lifetime/Limited Access Trusts
Disclosures Bloomwood does not make any representations as to the accuracy, timeliness, suitability, or completeness of any information prepared by any unaffiliated third party, whether linked to or incorporated herein. All such information is provided solely for convenience purposes and all…
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Bloomwood Guide: IRC Section 199A Deduction, Aggregating Trades or Businesses
Disclosures Bloomwood does not make any representations as to the accuracy, timeliness, suitability, or completeness of any information prepared by any unaffiliated third party, whether linked to or incorporated herein. All such information is provided solely for convenience purposes and all…
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Bloomwood Guide: Estate Tax Exemption, Portability Planning and Considerations
Disclosures Bloomwood does not make any representations as to the accuracy, timeliness, suitability, or completeness of any information prepared by any unaffiliated third party, whether linked to or incorporated herein. All such information is provided solely for convenience purposes and all…
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Bloomwood Guide: Grouping Business Activities, Material Participation, and NIIT Avoidance
Disclosures Bloomwood does not make any representations as to the accuracy, timeliness, suitability, or completeness of any information prepared by any unaffiliated third party, whether linked to or incorporated herein. All such information is provided solely for convenience purposes and all…
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Bloomwood Guide: IRA Beneficiary Designations - Trusts QTIPs and Planning Strategies
Disclosures Bloomwood does not make any representations as to the accuracy, timeliness, suitability, or completeness of any information prepared by any unaffiliated third party, whether linked to or incorporated herein. All such information is provided solely for convenience purposes and all…
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Bloomwood Guide: Grantor Retained Annuity Trust (GRAT) Planning
Disclosures Bloomwood does not make any representations as to the accuracy, timeliness, suitability, or completeness of any information prepared by any unaffiliated third party, whether linked to or incorporated herein. All such information is provided solely for convenience purposes and all…
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Bloomwood Guide: IDGT Sale with Self-Cancelling Installment Note
Disclosures Bloomwood does not make any representations as to the accuracy, timeliness, suitability, or completeness of any information prepared by any unaffiliated third party, whether linked to or incorporated herein. All such information is provided solely for convenience purposes and all…
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Bloomwood Guide: Non Qualified Stock Options Exercise Timing Tax Implications and Financial Benefits
Disclosures Bloomwood does not make any representations as to the accuracy, timeliness, suitability, or completeness of any information prepared by any unaffiliated third party, whether linked to or incorporated herein. All such information is provided solely for convenience purposes and all…
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Bloomwood Guide: Dynasty Trusts - Gift Tax and Wealth Accumulation Strategies
Disclosures Bloomwood does not make any representations as to the accuracy, timeliness, suitability, or completeness of any information prepared by any unaffiliated third party, whether linked to or incorporated herein. All such information is provided solely for convenience purposes and all…
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Bloomwood Guide: Cost Segregation - Maximizing Depreciation and Tax Savings
Disclosures Bloomwood does not make any representations as to the accuracy, timeliness, suitability, or completeness of any information prepared by any unaffiliated third party, whether linked to or incorporated herein. All such information is provided solely for convenience purposes and all…
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Bloomwood Guide: Non-Spousal Inherited IRA Planning Tactics After the SECURE Act
Disclosures Bloomwood does not make any representations as to the accuracy, timeliness, suitability, or completeness of any information prepared by any unaffiliated third party, whether linked to or incorporated herein. All such information is provided solely for convenience purposes and all…
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Bloomwood Guide: Tax-Aware Investing Maximizing After-Tax Investment Returns
Disclosures Bloomwood does not make any representations as to the accuracy, timeliness, suitability, or completeness of any information prepared by any unaffiliated third party, whether linked to or incorporated herein. All such information is provided solely for convenience purposes and all…
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Bloomwood Guide: Incomplete Gift Non-Grantor Trusts
Disclosures Bloomwood does not make any representations as to the accuracy, timeliness, suitability, or completeness of any information prepared by any unaffiliated third party, whether linked to or incorporated herein. All such information is provided solely for convenience purposes and all…
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Bloomwood Guide: Trust Decanting - Amending Irrevocable Trusts
Disclosures Bloomwood does not make any representations as to the accuracy, timeliness, suitability, or completeness of any information prepared by any unaffiliated third party, whether linked to or incorporated herein. All such information is provided solely for convenience purposes and all…
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Bloomwood Guide - Roth Conversions
Disclosures Bloomwood does not make any representations as to the accuracy, timeliness, suitability, or completeness of any information prepared by any unaffiliated third party, whether linked to or incorporated herein. All such information is provided solely for convenience purposes and all…
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Bloomwood Guide - When does it make sense to convert an LLC or S-Corp to a C-Corp?
Disclosures Bloomwood does not make any representations as to the accuracy, timeliness, suitability, or completeness of any information prepared by any unaffiliated third party, whether linked to or incorporated herein. All such information is provided solely for convenience purposes and all…
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Bloomwood Guide - Reducing Capital Gains Tax w/ a Charitable Remainder Trust
Disclosures Bloomwood does not make any representations as to the accuracy, timeliness, suitability, or completeness of any information prepared by any unaffiliated third party, whether linked to or incorporated herein. All such information is provided solely for convenience purposes and all…
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Bloomwood Guide - Donor Advised Funds
Disclosures Bloomwood does not make any representations as to the accuracy, timeliness, suitability, or completeness of any information prepared by any unaffiliated third party, whether linked to or incorporated herein. All such information is provided solely for convenience purposes and all…
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Bloomwood Guide - Direct Indexing
Disclosures Bloomwood does not make any representations as to the accuracy, timeliness, suitability, or completeness of any information prepared by any unaffiliated third party, whether linked to or incorporated herein. All such information is provided solely for convenience purposes and all…
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Bloomwood Guide - Tax Loss/Gain Harvesting
Disclosures Bloomwood does not make any representations as to the accuracy, timeliness, suitability, or completeness of any information prepared by any unaffiliated third party, whether linked to or incorporated herein. All such information is provided solely for convenience purposes and all…
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Bloomwood Guide - Peter Thiel Roth
Disclosures Bloomwood does not make any representations as to the accuracy, timeliness, suitability, or completeness of any information prepared by any unaffiliated third party, whether linked to or incorporated herein. All such information is provided solely for convenience purposes and all…
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Bloomwood Guide - Qualified Opportunity Zones
Disclosures Bloomwood does not make any representations as to the accuracy, timeliness, suitability, or completeness of any information prepared by any unaffiliated third party, whether linked to or incorporated herein. All such information is provided solely for convenience purposes and all…
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Bloomwood Guide - Maximizing Capital Gains Exemptions with Qualified Small Business Stock
Disclosures Bloomwood does not make any representations as to the accuracy, timeliness, suitability, or completeness of any information prepared by any unaffiliated third party, whether linked to or incorporated herein. All such information is provided solely for convenience purposes and all…
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Bloomwood Guide - Re-Domiciling to Reduce Tax Liability
Disclosures Bloomwood does not make any representations as to the accuracy, timeliness, suitability, or completeness of any information prepared by any unaffiliated third party, whether linked to or incorporated herein. All such information is provided solely for convenience purposes and all…
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Bloomwood Guide - Super Funding 529s for Massive Wealth Creation
Disclosures Bloomwood does not make any representations as to the accuracy, timeliness, suitability, or completeness of any information prepared by any unaffiliated third party, whether linked to or incorporated herein. All such information is provided solely for convenience purposes and all…
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Bloomwood Guide - Backdoor Roth
Disclosures Bloomwood does not make any representations as to the accuracy, timeliness, suitability, or completeness of any information prepared by any unaffiliated third party, whether linked to or incorporated herein. All such information is provided solely for convenience purposes and all…
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Bloomwood Guide - Goals Based Investing
Disclosures Bloomwood does not make any representations as to the accuracy, timeliness, suitability, or completeness of any information prepared by any unaffiliated third party, whether linked to or incorporated herein. All such information is provided solely for convenience purposes and all…
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ABOUT THIS SHOW
Unlock your wealth with real-life tax-saving strategies! Join our podcast where a financial planner breaks down practical case studies to help you save on taxes, invest smarter, and build long-term wealth.Contact Us: https://www.bloomwoodcapital.com/contactYoutube: https://www.youtube.com/@bloomwoodfpApple: https://podcasts.apple.com/us/podcast/wealth-breakdown/id1778522619Spotify: https://open.spotify.com/show/098AWkahqNVjjAm8Ya71bP?si=edb92b294886438aLinkedin: https://www.linkedin.com/in/billy-amberg/X: https://x.com/billzambergFacebook: https://www.facebook.com/profile.php?id=100069639591247
HOSTED BY
John William "Billy" Amberg, II
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Frequently Asked Questions
How many episodes does Wealth Breakdown have?
Wealth Breakdown currently has 58 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Wealth Breakdown about?
Unlock your wealth with real-life tax-saving strategies! Join our podcast where a financial planner breaks down practical case studies to help you save on taxes, invest smarter, and build long-term wealth.Contact Us: https://www.bloomwoodcapital.com/contactYoutube:...
How often does Wealth Breakdown release new episodes?
Wealth Breakdown has 58 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to Wealth Breakdown?
You can listen to Wealth Breakdown on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts Wealth Breakdown?
Wealth Breakdown is created and hosted by John William "Billy" Amberg, II.
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