We had the good fortune of connecting with Caleb Guilliams and we’ve shared our conversation below.
Hi Caleb, where are your from? We’d love to hear about how your background has played a role in who you are today?
I grew up in Central Wisconsin and am the oldest of 6 kids. I have always been fascinated with how money works. I got a job at a community bank in Central Wisconsin at the age of 17. By 19 years old I took over the entire investment department and began to see firsthand how the majority of Americans were financially failing despite “professional” financial advising. After 3 years of traveling the country and being mentored by the most successful financial minds, I became passionate about helping people find a better way to build wealth. I left my prestigious position at the bank, founded my company BetterWealth at the age of 21, authored a best-selling book “The AND Asset” at age 22, host the BetterWealth Podcast, and speak to thousands around the world. I have since moved my company to Colorado, we have 15 employees and growing. I am one of the youngest in the space with the ability to serve clients in all 50 states.
Alright, so for those in our community who might not be familiar with your business, can you tell us more?
BetterWealth.com specializes in helping entrepreneurs unlock intentional living by customizing a better way for them to keep and build their wealth.
We provide financial certainty so that you can live a more intentional life today and in the future. We are an alternative company to financial planning.
We believe that a prescription without a diagnosis is malpractice, which is why we here at BetterWealth have a financial model (like an X-Ray) that uses actuarial science to assess individual financial situations before we can prescribe financial “fixes”. We develop financial plans based on our model and we create educational content that we offer way before we even “sell/offer” a product.
We are a completely virtual company, licensed in all 50 states to help serve people. We provide content 5 days a week
If you had a friend visiting you, what are some of the local spots you’d want to take them around to?
I would start off before dawn to head out to Red Rock’s Amphitheater to see the sun come up over the Rockies and oversee Denver. I would then drive down for a mid morning coffee time at Windy Saddle in Golden, Colorado. We would then head to an afternoon baseball game to see the Rockies play. In the evening we would then head back to Golden, Colorado and hit the Golden Mill for dinner and drinks, right on Clear Creak.
The Shoutout series is all about recognizing that our success and where we are in life is at least somewhat thanks to the efforts, support, mentorship, love and encouragement of others. So is there someone that you want to dedicate your shoutout to?
Greg Hielema helped me start BetterWealth and helped me grow my vision and he was like a second father to me. I remember his support and belief in me and I remember the day I got the call he had stage 4 cancer. Shortly before he passed, Greg made sure that he passed one message to me – Live Intentionally and don’t forget why you started. I give him credit for the core value of BetterWealth – Unlock Intentional Living – and my mission to help people see and reach their highest potential.