On Wealth Warehouse, we challenge you to transform your financial future through the principles of the most profitable business in the world: banking. We believe everybody should be involved in 2 businesses: the business that you're in, and the banking business. Every day people can replicate what bankers have been doing for centuries to leverage capital and build wealth through private lending. Join us as we uncover the truths about money, expose lies and myths, and flip conventional financial advice on its head.
The IBC Guys via Podcast Principles
The Wealth Warehouse podcast is an invaluable resource for anyone looking to gain a deeper understanding of personal finance and wealth management. Hosted by Paul and David, this podcast takes complex financial concepts and breaks them down into easily digestible terms, making it accessible for listeners from all backgrounds.
One of the best aspects of The Wealth Warehouse podcast is the way the hosts explain the infinite banking concept (IBC). They take the time to thoroughly explain IBC, using real-world examples and answering any potential objections or concerns that listeners may have. This approach truly helps listeners wrap their heads around this unique strategy and understand how it can positively impact their financial future.
Another fantastic aspect of this podcast is the hosts' commitment to education. Paul and David continuously emphasize that banking is a complex industry and that their explanations are just the beginning of one's financial education. This dedication to providing comprehensive education sets The Wealth Warehouse apart from other financial podcasts, as they are not simply looking to share quick fixes or shortcuts, but rather empower listeners with knowledge to make informed decisions about their money.
While it is difficult to find any significant drawbacks in The Wealth Warehouse podcast, one minor criticism could be that some episodes may feel too introductory for those already well-versed in personal finance. However, even for experienced individuals, there is always value in gaining different perspectives and reinforcing fundamental principles.
In conclusion, The Wealth Warehouse podcast is a game-changer when it comes to understanding personal finance and building wealth. Whether you're new to these topics or have been actively managing your finances for years, this podcast offers valuable insights and practical strategies for everyone. With Paul and David's expertise, dedication to education, and ability to break down complex concepts into simple terms, The Wealth Warehouse is a must-listen for anyone looking to take control of their financial future.
Register for the next live Wealth Warehouse Webinar happening May 15th at 5pm Central time: https://us06web.zoom.us/meeting/register/_vPd96WSSrOS7LhEXiQyAQBecoming Your Own Banker by Nelson Nash: https://infinitebanking.org/product/becoming-your-own-banker/ref/46/Visit our website: https://www.thewealthwarehousepodcast.com/Nobody likes losing money – but in this economy, it hurts a little extra.In this week's episode, Dave and Paul explore some of the areas that we are losing money – and what you can do to turn those losses in gains for your personal banking system.Interested how? Tune in to find out!Episode Highlights:0:00 - Introduction0:54 - Episode beginning2:53 - There's so much more we can do5:39 - Diving into the numbers11:14 - Do you want your money to be re-useable?18:29 - Where can I come up with 5% for my premium?25:47 - Tuition and college savings29:33 - Big expenditures33:09 - Episode wrap-upABOUT YOUR HOSTS:David Befort and Paul Fugere are the hosts of the Wealth Warehouse Podcast. David is the Founder/CEO of Max Performance Financial. He founded the company with the mission of educating people on the truths about money. David's mission is to show you how you can control your own money, earn guarantees, grow it tax-free, and maintain penalty-free access to it to leverage for opportunities that will provide passive income for the rest of your life. Paul, on the other hand, is an Active Duty U.S. Army officer who graduated from Norwich University in 2002 with a B.A. in History and again in 2012 with a MA in Diplomacy and International Terrorism. Paul met his wife Tammy at Norwich. As a family, they enjoy boating, traveling, sports, hunting, automobiles, and are self-proclaimed food people.Visit our website: https://www.thewealthwarehousepodcast.com/ Catch up with David and Paul, visit the links below! Website: https://infinitebanking.org/agents/Fugere494 https://infinitebanking.org/agents/Befort399 LinkedIn: https://www.linkedin.com/in/david-a-befort-jr-09663972/ https://www.linkedin.com/in/paul-fugere-762021b0/ Email: davidandpaul@theibcguys.com
Register for the next live Wealth Warehouse Webinar happening May 15th at 5pm Central time: https://us06web.zoom.us/meeting/register/_vPd96WSSrOS7LhEXiQyAQBecoming Your Own Banker by Nelson Nash: https://infinitebanking.org/product/becoming-your-own-banker/ref/46/Visit our website: https://www.thewealthwarehousepodcast.com/In this week's episode, Dave and Paul are once again giving you a look into their monthly IBC seminar complete with clients, prospects, professionals, businesses owners and more!The guys discuss some foundational topics surrounding where you “store” your capital, as well as how you can sequence it and be more efficient with it when it comes to financing the things in life. Additionally, they field some questions from guests surrounding premium deposit funds, loan rates – and some more specific questions. Episode Highlights:0:00 - Introduction1:59 - First question: “Where do I store my capital as I save?”7:27 - Put your saved money into outstanding loans9:15 - Loan rates18:55 - Premium deposit funds23:24 - Income increases and HLV, “does a dividend amount buy more base?”34:01 - How Scott got his employer to pay for his premium45:30 - Creative ways to be efficient with your money52:27 - Juvenile policy riders55:22 - “Did you ever look at your premium as a bill?”59:48 - Episode wrap-upABOUT YOUR HOSTS:David Befort and Paul Fugere are the hosts of the Wealth Warehouse Podcast. David is the Founder/CEO of Max Performance Financial. He founded the company with the mission of educating people on the truths about money. David's mission is to show you how you can control your own money, earn guarantees, grow it tax-free, and maintain penalty-free access to it to leverage for opportunities that will provide passive income for the rest of your life. Paul, on the other hand, is an Active Duty U.S. Army officer who graduated from Norwich University in 2002 with a B.A. in History and again in 2012 with a MA in Diplomacy and International Terrorism. Paul met his wife Tammy at Norwich. As a family, they enjoy boating, traveling, sports, hunting, automobiles, and are self-proclaimed food people.Visit our website: https://www.thewealthwarehousepodcast.com/ Catch up with David and Paul, visit the links below! Website: https://infinitebanking.org/agents/Fugere494 https://infinitebanking.org/agents/Befort399 LinkedIn: https://www.linkedin.com/in/david-a-befort-jr-09663972/ https://www.linkedin.com/in/paul-fugere-762021b0/ Email: davidandpaul@theibcguys.com
Register for the next live Wealth Warehouse Webinar happening May 15th at 5pm Central time: https://us06web.zoom.us/meeting/register/_vPd96WSSrOS7LhEXiQyAQBecoming Your Own Banker by Nelson Nash: https://infinitebanking.org/product/becoming-your-own-banker/ref/46/Visit our website: https://www.thewealthwarehousepodcast.com/It's your most precious resource.And it means a whole lot when it comes to IBC and establishing your own banking system.In this week's episode, Dave and Paul detail some examples of why you shouldn't wait for the “right” moment – instances where bad luck strikes right when it really shouldn't. From “I'm still paying off my house” to concerns about your physical condition before you apply – the fellas will let you in on all the common excuses and obstacles – and why you shouldn't let them slow you down from becoming an IBC practitioner.Episode Highlights:0:00 - Catching up1:58 - Time is of the essence8:37 - Some common excuses and obstacles12:04 - “I'm going to wait to lose some weight”16:42 - “I'm trying to pay off the house”21:23 - Why waiting is the WRONG answer28:54 - Episode wrap-upABOUT YOUR HOSTS:David Befort and Paul Fugere are the hosts of the Wealth Warehouse Podcast. David is the Founder/CEO of Max Performance Financial. He founded the company with the mission of educating people on the truths about money. David's mission is to show you how you can control your own money, earn guarantees, grow it tax-free, and maintain penalty-free access to it to leverage for opportunities that will provide passive income for the rest of your life. Paul, on the other hand, is an Active Duty U.S. Army officer who graduated from Norwich University in 2002 with a B.A. in History and again in 2012 with a MA in Diplomacy and International Terrorism. Paul met his wife Tammy at Norwich. As a family, they enjoy boating, traveling, sports, hunting, automobiles, and are self-proclaimed food people.Visit our website: https://www.thewealthwarehousepodcast.com/ Catch up with David and Paul, visit the links below! Website: https://infinitebanking.org/agents/Fugere494 https://infinitebanking.org/agents/Befort399 LinkedIn: https://www.linkedin.com/in/david-a-befort-jr-09663972/ https://www.linkedin.com/in/paul-fugere-762021b0/ Email: davidandpaul@theibcguys.com
Becoming Your Own Banker by Nelson Nash: https://infinitebanking.org/product/becoming-your-own-banker/ref/46/Visit our website: https://www.thewealthwarehousepodcast.com/Infinite Banking can be exciting to many people as a concept. Yet, putting it into action seems to be a hang-up for most investigating the prospect of creating their own banking system.Chief among those obstacles to action is the question: “How much does it take to get started?”Each situation is different – and everyone's goals and plans for legacy are different. However, Dave and Paul take you through how you can find out what IBC will take to implement in your life, taking into account factors such as your income, age and goals.Additionally, the fellas dig into income and how bankers and non-bankers alike should be viewing the money that they make during their peak earning years and beyond.Episode Highlights:0:00 - Introduction1:06 - Episode beginning2:48 - Capitalization remorse9:56 - “How much do I need to get started?”11:45 - What % of your portfolio is outside of your reach?13:06 - How big of a tax-free retirement bucket do you need?15:36 - The years BEFORE retirement21:08 - Correlating your assets (and retirement) w/ the market25:40 - Thinking with the end in mind35:18 - Episode wrap-upABOUT YOUR HOSTS:David Befort and Paul Fugere are the hosts of the Wealth Warehouse Podcast. David is the Founder/CEO of Max Performance Financial. He founded the company with the mission of educating people on the truths about money. David's mission is to show you how you can control your own money, earn guarantees, grow it tax-free, and maintain penalty-free access to it to leverage for opportunities that will provide passive income for the rest of your life. Paul, on the other hand, is an Active Duty U.S. Army officer who graduated from Norwich University in 2002 with a B.A. in History and again in 2012 with a MA in Diplomacy and International Terrorism. Paul met his wife Tammy at Norwich. As a family, they enjoy boating, traveling, sports, hunting, automobiles, and are self-proclaimed food people.Visit our website: https://www.thewealthwarehousepodcast.com/ Catch up with David and Paul, visit the links below! Website: https://infinitebanking.org/agents/Fugere494 https://infinitebanking.org/agents/Befort399 LinkedIn: https://www.linkedin.com/in/david-a-befort-jr-09663972/ https://www.linkedin.com/in/paul-fugere-762021b0/ Email: davidandpaul@theibcguys.com
Join us this Thursday, April 10th at 5pm Central time for our monthly live Webinar Q&A! Register here: https://us06web.zoom.us/meeting/register/eRNExdY0SRmdJNasF51GmQBecoming Your Own Banker by Nelson Nash: https://infinitebanking.org/product/becoming-your-own-banker/ref/46/Visit our website: https://www.thewealthwarehousepodcast.com/You may or may not have heard the phrase “cash is trash” in passing or even on the internet from financial influencers.It's a common sentiment among those in real estate, finfluencers, business owners and investors – and the idea isn't completely insane – but if followed too closely, it can cause issues when it comes to jumping on an emerging opportunity, or even if a crisis or tragedy befalls you or your family.In this week's episode, Dave and Paul explore this idea of “cash is trash”, what you can take from it, what commentators mean when they say it – and most importantly, what it means for growing your wealth and your personal banking system.Episode Highlights:0:00 - Introduction1:07 - Episode beginning5:02 - The advantage of having cash reserves7:41 - “Cash is trash”13:04 - The question is: “How much cash do you need?”17:06 - Things a bank won't lend you money for22:23 - Investing in something with massive cash reserves25:17 - Nelson's example of “the logger”31:24 - Recap: Is cash trash?35:21 - Episode wrap-upABOUT YOUR HOSTS:David Befort and Paul Fugere are the hosts of the Wealth Warehouse Podcast. David is the Founder/CEO of Max Performance Financial. He founded the company with the mission of educating people on the truths about money. David's mission is to show you how you can control your own money, earn guarantees, grow it tax-free, and maintain penalty-free access to it to leverage for opportunities that will provide passive income for the rest of your life. Paul, on the other hand, is an Active Duty U.S. Army officer who graduated from Norwich University in 2002 with a B.A. in History and again in 2012 with a MA in Diplomacy and International Terrorism. Paul met his wife Tammy at Norwich. As a family, they enjoy boating, traveling, sports, hunting, automobiles, and are self-proclaimed food people.Visit our website: https://www.thewealthwarehousepodcast.com/ Catch up with David and Paul, visit the links below! Website: https://infinitebanking.org/agents/Fugere494 https://infinitebanking.org/agents/Befort399 LinkedIn: https://www.linkedin.com/in/david-a-befort-jr-09663972/ https://www.linkedin.com/in/paul-fugere-762021b0/ Email: davidandpaul@theibcguys.com
Is Infinite Banking really too good to be true? Or are the naysayers just missing the bigger picture?In this episode, Dave and Paul cover some of the most common objections they've encountered when discussing IBC with those who don't have their own banking system (yet).From skeptics who believe they don't need a death benefit because they already have enough assets to those who think a traditional bank loan is the better option—Dave and Paul examine all of these critiques and a few more that you may hear at Thanksgiving dinner or from that one Uncle..Episode Highlights:0:00 - Catching up3:52 - Episode beginning7:01 - “You fill in the blanks over time”8:04 - “Buy term and invest the difference”11:18 - “You're just in this for the commissions”15:59 - “I can get a lower interest loan from the bank”19:56 - “I have enough assets”28:27 - How to deal with naysayers30:41 - Episode wrap-upABOUT YOUR HOSTS:David Befort and Paul Fugere are the hosts of the Wealth Warehouse Podcast. David is the Founder/CEO of Max Performance Financial. He founded the company with the mission of educating people on the truths about money. David's mission is to show you how you can control your own money, earn guarantees, grow it tax-free, and maintain penalty-free access to it to leverage for opportunities that will provide passive income for the rest of your life. Paul, on the other hand, is an Active Duty U.S. Army officer who graduated from Norwich University in 2002 with a B.A. in History and again in 2012 with a MA in Diplomacy and International Terrorism. Paul met his wife Tammy at Norwich. As a family, they enjoy boating, traveling, sports, hunting, automobiles, and are self-proclaimed food people.Visit our website: https://www.thewealthwarehousepodcast.com/ Catch up with David and Paul, visit the links below! Website: https://infinitebanking.org/agents/Fugere494 https://infinitebanking.org/agents/Befort399 LinkedIn: https://www.linkedin.com/in/david-a-befort-jr-09663972/ https://www.linkedin.com/in/paul-fugere-762021b0/ Email: davidandpaul@theibcguys.com
In this week's special episode, Dave and Paul share their most recent webinar!In this one-hour discussion, the fellas focused on the larger topic of policy loans but also fielded questions about MECs, synchronizing payments, policy management and much more!In addition to getting exposed to some other IBC users, you'll also get to hear from them and why they like policy loans – and what they're doing to create (or upgrade) their own banking system.Episode Highlights:0:00 - Intro3:15 - Policy loans8:34 - What is a policy loan?18:13 - (To Will) “Why take a policy loan and not a bank loan?”19:44 - (To David) “Why take a policy loan and not a bank loan?”23:19 - Listener question about MECs28:42 - When PUA needs to be paid (during policy initiation)31:01 - Follow-up on the PUA question32:20 - Some other reasons Dave likes policy loans35:18 - You can use policy loans for any purpose37:27 - There's value to having cash43:09 - “There isn't better leverage available”44:56 - HELOC questionABOUT YOUR HOSTS:David Befort and Paul Fugere are the hosts of the Wealth Warehouse Podcast. David is the Founder/CEO of Max Performance Financial. He founded the company with the mission of educating people on the truths about money. David's mission is to show you how you can control your own money, earn guarantees, grow it tax-free, and maintain penalty-free access to it to leverage for opportunities that will provide passive income for the rest of your life. Paul, on the other hand, is an Active Duty U.S. Army officer who graduated from Norwich University in 2002 with a B.A. in History and again in 2012 with a MA in Diplomacy and International Terrorism. Paul met his wife Tammy at Norwich. As a family, they enjoy boating, traveling, sports, hunting, automobiles, and are self-proclaimed food people.Visit our website: https://www.thewealthwarehousepodcast.com/ Catch up with David and Paul, visit the links below! Website: https://infinitebanking.org/agents/Fugere494 https://infinitebanking.org/agents/Befort399 LinkedIn: https://www.linkedin.com/in/david-a-befort-jr-09663972/ https://www.linkedin.com/in/paul-fugere-762021b0/ Email: davidandpaul@theibcguys.com
IBC is in the best position to thrive when it's started early.In this week's episode, Dave and Paul discuss juvenile policies – how to properly set them up and what you should watch out for – or avoid. More importantly, is the “why” for juvenile policies. What are the specific benefits that you and the next generation can gain? You'll also get to hear about how this can be a surefire way to ensure your children (and their children) will be millionaires – and how to properly handle that great responsibility. Episode Highlights:0:00 - Catching up1:54 - Juvenile policies (opener)2:21 - Why?5:00 - Underwriting problems are minimized7:53 - Typical premium for juvenile policies8:51 - The tax-free build-up over time13:18 - The generation paying the premiums..15:03 - When death benefit occurs..17:03 - Procludes any need for social security19:25 - Estate planning is greatly simplified23:21 - “Wealth mentality”26:04 - Promotes the understanding of stewardship32:24 - OPAIABOUT YOUR HOSTS:David Befort and Paul Fugere are the hosts of the Wealth Warehouse Podcast. David is the Founder/CEO of Max Performance Financial. He founded the company with the mission of educating people on the truths about money. David's mission is to show you how you can control your own money, earn guarantees, grow it tax-free, and maintain penalty-free access to it to leverage for opportunities that will provide passive income for the rest of your life. Paul, on the other hand, is an Active Duty U.S. Army officer who graduated from Norwich University in 2002 with a B.A. in History and again in 2012 with a MA in Diplomacy and International Terrorism. Paul met his wife Tammy at Norwich. As a family, they enjoy boating, traveling, sports, hunting, automobiles, and are self-proclaimed food people.Visit our website: https://www.thewealthwarehousepodcast.com/ Catch up with David and Paul, visit the links below! Website: https://infinitebanking.org/agents/Fugere494 https://infinitebanking.org/agents/Befort399 LinkedIn: https://www.linkedin.com/in/david-a-befort-jr-09663972/ https://www.linkedin.com/in/paul-fugere-762021b0/ Email: davidandpaul@theibcguys.com
"Register here for the upcoming Wealth Warehouse Webinar on March 13th at 5pm CST: https://us06web.zoom.us/meeting/register/vbmPK1YvQQObamAXPUle2Q#/registrationBecoming Your Own Banker by Nelson Nash: https://infinitebanking.org/product/becoming-your-own-banker/ref/46/Visit our website: https://www.thewealthwarehousepodcast.com/With so much focus on the details, it can be easy to lose sight of the major “why” for Infinite Banking. In this week's episode, Dave and Paul share what they really enjoy about Infinite Banking – and what really makes it work for them. From peace of mind in case of emergencies or the unexpected, to the process itself and the features (and opportunities!) you have access to when you're your own banker.Episode Highlights:0:00 - Introduction1:39 - Episode beginning6:02 - How Paul starting planning for retirement8:02 - “Why would I want to do this?”11:15 - The policy loan feature16:24 - “It gives you a license to spend”17:25 - If you have a paid off house in retirement21:13 - This only enhances what you're doing25:22 - What IBC does for business owners28:22 - Episode wrap-upABOUT YOUR HOSTS:David Befort and Paul Fugere are the hosts of the Wealth Warehouse Podcast. David is the Founder/CEO of Max Performance Financial. He founded the company with the mission of educating people on the truths about money. David's mission is to show you how you can control your own money, earn guarantees, grow it tax-free, and maintain penalty-free access to it to leverage for opportunities that will provide passive income for the rest of your life. Paul, on the other hand, is an Active Duty U.S. Army officer who graduated from Norwich University in 2002 with a B.A. in History and again in 2012 with a MA in Diplomacy and International Terrorism. Paul met his wife Tammy at Norwich. As a family, they enjoy boating, traveling, sports, hunting, automobiles, and are self-proclaimed food people.Visit our website: https://www.thewealthwarehousepodcast.com/ Catch up with David and Paul, visit the links below! Website: https://infinitebanking.org/agents/Fugere494 https://infinitebanking.org/agents/Befort399 LinkedIn: https://www.linkedin.com/in/david-a-befort-jr-09663972/ https://www.linkedin.com/in/paul-fugere-762021b0/ Email: davidandpaul@theibcguys.com
"Register here for the upcoming Wealth Warehouse Webinar on March 13th at 5pm CST: https://us06web.zoom.us/meeting/register/vbmPK1YvQQObamAXPUle2Q#/registrationBecoming Your Own Banker by Nelson Nash: https://infinitebanking.org/product/becoming-your-own-banker/ref/46/Visit our website: https://www.thewealthwarehousepodcast.com/In this week's episode, Dave and Paul examine a box that most people always want to check: paying off their house.The reality is, prioritizing these payments could be a big mistake – and Paul shares a real-life story that details just how it can happen.Episode Highlights:(0:00) - Introduction(0:54) - Episode beginning(4:43) - Processing the IBC process(5:47) - A liquidity story(8:43) - Mistake #1(10:08) - “Cash is king”(15:05) - Not all loans are created equal(20:42) - It's all about the way you think(24:22) - The future is unknown(25:50) - Episode wrap-upABOUT YOUR HOSTS:David Befort and Paul Fugere are the hosts of the Wealth Warehouse Podcast. David is the Founder/CEO of Max Performance Financial. He founded the company with the mission of educating people on the truths about money. David's mission is to show you how you can control your own money, earn guarantees, grow it tax-free, and maintain penalty-free access to it to leverage for opportunities that will provide passive income for the rest of your life. Paul, on the other hand, is an Active Duty U.S. Army officer who graduated from Norwich University in 2002 with a B.A. in History and again in 2012 with a MA in Diplomacy and International Terrorism. Paul met his wife Tammy at Norwich. As a family, they enjoy boating, traveling, sports, hunting, automobiles, and are self-proclaimed food people.Visit our website: https://www.thewealthwarehousepodcast.com/ Catch up with David and Paul, visit the links below! Website: https://infinitebanking.org/agents/Fugere494 https://infinitebanking.org/agents/Befort399 LinkedIn: https://www.linkedin.com/in/david-a-befort-jr-09663972/ https://www.linkedin.com/in/paul-fugere-762021b0/ Email: davidandpaul@theibcguys.com
"Register here for the upcoming Wealth Warehouse Webinar on March 13th at 5pm CST: https://us06web.zoom.us/meeting/register/vbmPK1YvQQObamAXPUle2Q";Becoming Your Own Banker by Nelson Nash: https://infinitebanking.org/product/becoming-your-own-banker/ref/46/Visit our website: https://www.thewealthwarehousepodcast.com/In this week's episode – you get a special sneak-peek into a Wealth Warehouse webinar hosted by Dave and Paul!The guys field questions from IBC practitioners and prospects alike. From how both Dave and Paul first got involved in IBC, to “how is income verified?”, youth whole-life policies, expanding your system – and much more!This is a great episode for newcomers to the podcast and Infinite Banking alike!Episode Highlights:0:00 - Introduction1:04 - Episode beginning2:27 - Start of the webinar5:14 - “Why did you get involved with IBC?”9:55 - Your money needs to reside somewhere10:45 - Financing, investing and opportunities15:47 - “How is income verified?”19:13 - Term conversion process20:58 - Youth whole-life policies30:09 - Balancing income and premium36:23 - Converting an existing policy into an IBC policy38:19 - Converting term insurance40:21 - Expanding your system41:37 - IBC design vs. traditional whole-life policies44:00 - LPUA vs. FPUA45:36 - Age isn't a factor51:45 - Better to start with smaller policies or one big one?56:37 - Episode wrap-upABOUT YOUR HOSTS:David Befort and Paul Fugere are the hosts of the Wealth Warehouse Podcast. David is the Founder/CEO of Max Performance Financial. He founded the company with the mission of educating people on the truths about money. David's mission is to show you how you can control your own money, earn guarantees, grow it tax-free, and maintain penalty-free access to it to leverage for opportunities that will provide passive income for the rest of your life. Paul, on the other hand, is an Active Duty U.S. Army officer who graduated from Norwich University in 2002 with a B.A. in History and again in 2012 with a MA in Diplomacy and International Terrorism. Paul met his wife Tammy at Norwich. As a family, they enjoy boating, traveling, sports, hunting, automobiles, and are self-proclaimed food people.Visit our website: https://www.thewealthwarehousepodcast.com/ Catch up with David and Paul, visit the links below! Website: https://infinitebanking.org/agents/Fugere494 https://infinitebanking.org/agents/Befort399 LinkedIn: https://www.linkedin.com/in/david-a-befort-jr-09663972/ https://www.linkedin.com/in/paul-fugere-762021b0/ Email: davidandpaul@theibcguys.com
Becoming Your Own Banker by Nelson Nash: https://infinitebanking.org/product/becoming-your-own-banker/ref/46/Visit our website: https://www.thewealthwarehousepodcast.com/Before you begin your own banking system. Before you achieve financial freedom and establish a legacy for your family..You need to read “Becoming Your Own Banker” by Nelson Nash.Just like you, the fellas are busy – so they understand why people may only take a quick glance at IBC. Not to mention, it can take some time for it to “sink in”.In this week's follow-up episode, the guys are continuing their speedrun of the IBC process with Nelson Nash's ‘7 Points to Consider'.Episode Highlights:0:00 - Introduction0:46 - The government “creating” a problem4:09 - Your POV on ‘the system'8:01 - “Wealth has to reside somewhere”17:17 - “You finance everything you buy”22:25 - “Your need for finance..”26:22 - Episode wrap-upABOUT YOUR HOSTS:David Befort and Paul Fugere are the hosts of the Wealth Warehouse Podcast. David is the Founder/CEO of Max Performance Financial. He founded the company with the mission of educating people on the truths about money. David's mission is to show you how you can control your own money, earn guarantees, grow it tax-free, and maintain penalty-free access to it to leverage for opportunities that will provide passive income for the rest of your life. Paul, on the other hand, is an Active Duty U.S. Army officer who graduated from Norwich University in 2002 with a B.A. in History and again in 2012 with a MA in Diplomacy and International Terrorism. Paul met his wife Tammy at Norwich. As a family, they enjoy boating, traveling, sports, hunting, automobiles, and are self-proclaimed food people.Visit our website: https://www.thewealthwarehousepodcast.com/ Catch up with David and Paul, visit the links below! Website: https://infinitebanking.org/agents/Fugere494 https://infinitebanking.org/agents/Befort399 LinkedIn: https://www.linkedin.com/in/david-a-befort-jr-09663972/ https://www.linkedin.com/in/paul-fugere-762021b0/ Email: davidandpaul@theibcguys.com
Join our Wealth Warehouse Webinar live on February 13th at 4:30pm CST/5:30PM EST via the link below:https://us06web.zoom.us/j/82829087795Becoming Your Own Banker by Nelson Nash: https://infinitebanking.org/product/becoming-your-own-banker/ref/46/Visit our website: https://www.thewealthwarehousepodcast.com/Before you begin your own banking system. Before you achieve financial freedom and establish a legacy for your family..You need to read “Becoming Your Own Banker” by Nelson Nash.Just like you, the fellas are busy – so they understand why people may only take a quick glance at IBC. Not to mention, it can take some time for it to “sink in”.To speed up this process, Dave and Paul have found a shortcut to that initial “handshake” with IBC when you're reading ‘Becoming Your Own Banker'. In this week's episode, they detail how you can get a quick grip on the concept with Nelson Nash's very own, ‘7 Points to Consider'.Episode Highlights:0:00 - Introduction1:17 - Episode beginning2:42 - “The one thing I wish I done..”7:23 - Reasons why you should do IBC10:08 - “There are only 2 sources of income..”14:50 - Creating a passive income stream17:04 - Don't be afraid to capitalize18:35 - Owning your OWN banking system23:47 - “Don't do business with banks”24:42 - “When a government creates a problem…”ABOUT YOUR HOSTS:David Befort and Paul Fugere are the hosts of the Wealth Warehouse Podcast. David is the Founder/CEO of Max Performance Financial. He founded the company with the mission of educating people on the truths about money. David's mission is to show you how you can control your own money, earn guarantees, grow it tax-free, and maintain penalty-free access to it to leverage for opportunities that will provide passive income for the rest of your life. Paul, on the other hand, is an Active Duty U.S. Army officer who graduated from Norwich University in 2002 with a B.A. in History and again in 2012 with a MA in Diplomacy and International Terrorism. Paul met his wife Tammy at Norwich. As a family, they enjoy boating, traveling, sports, hunting, automobiles, and are self-proclaimed food people.Visit our website: https://www.thewealthwarehousepodcast.com/ Catch up with David and Paul, visit the links below! Website: https://infinitebanking.org/agents/Fugere494 https://infinitebanking.org/agents/Befort399 LinkedIn: https://www.linkedin.com/in/david-a-befort-jr-09663972/ https://www.linkedin.com/in/paul-fugere-762021b0/ Email: davidandpaul@theibcguys.com
Join our Wealth Warehouse Webinar live on February 13th at 4:30pm CST/5:30PM EST via the link below:https://us06web.zoom.us/j/82829087795Becoming Your Own Banker by Nelson Nash: https://infinitebanking.org/product/becoming-your-own-banker/ref/46/Visit our website: https://www.thewealthwarehousepodcast.com/Getting started with IBC is a big step in the right direction – but it doesn't end there.When it comes to how you're applying the Infinite Banking Concept, there are still winners and losers.In this Dave and Paul circle back to the core pillars of IBC and what it means to really be your own banker. From “re-thinking your thinking”, to “don't do business with banks” and “don't steal the peas” – you'll have all of the fundamental tenets you need (and need to remember) – to truly be successful with your policy.Episode Highlights:0:00 - Introduction0:55 - Episode beginning2:39 - “What makes somebody successful at IBC?”3:29 - “Think long range”7:14 - Don't be afraid to capitalize9:05 - Don't steal the peas10:43 - Don't do business with banks12:39 - Re-think your thinking18:16 - Be prepared for windfalls19:37 - Where you get your advice21:03 - Focusing on the process (not the product)22:35 - “All money is borrowed money”25:58 - The “all or nothing” mentality30:10 - Episode wrap-up29:18 - Episode wrap-upABOUT YOUR HOSTS:David Befort and Paul Fugere are the hosts of the Wealth Warehouse Podcast. David is the Founder/CEO of Max Performance Financial. He founded the company with the mission of educating people on the truths about money. David's mission is to show you how you can control your own money, earn guarantees, grow it tax-free, and maintain penalty-free access to it to leverage for opportunities that will provide passive income for the rest of your life. Paul, on the other hand, is an Active Duty U.S. Army officer who graduated from Norwich University in 2002 with a B.A. in History and again in 2012 with a MA in Diplomacy and International Terrorism. Paul met his wife Tammy at Norwich. As a family, they enjoy boating, traveling, sports, hunting, automobiles, and are self-proclaimed food people.Visit our website: https://www.thewealthwarehousepodcast.com/ Catch up with David and Paul, visit the links below! Website: https://infinitebanking.org/agents/Fugere494 https://infinitebanking.org/agents/Befort399 LinkedIn: https://www.linkedin.com/in/david-a-befort-jr-09663972/ https://www.linkedin.com/in/paul-fugere-762021b0/ Email: davidandpaul@theibcguys.com
Becoming Your Own Banker by Nelson Nash: https://infinitebanking.org/product/becoming-your-own-banker/ref/46/Visit our website: https://www.thewealthwarehousepodcast.com/In this week's episode, Dave and Paul sit down with a special guest to explore his IBC journey and what he's learned from his policy-building and IBC journey to his business-building experience using the Infinite Banking System!Our guest today, Scott McKay, is a retired Army Lieutenant Colonel who served in Special Operations and conventional Infantry formations for twenty years. After retiring and moving to Colorado Springs, Colorado he joined a private software development company as a Program Manager. He and his wife are the owners and operators of Aspen Aesthetics + Wellness, a boutique style medical aesthetics and wellness medspa (www.aspen-elevated.com).Episode Highlights:0:00 - Introduction0:55 - Episode beginning1:41 - Some background on Scott5:08 - Scott's IBC journey8:46 - Scott's business-building experience12:18 - Using IBC to START the business16:55 - Loans and life insurance19:04 - Access to liquid capital24:35 - “It's not an investment”28:31 - Getting your employer to pay for your life insurance34:06 - Knowing when you're ready for more policies36:14 - Episode wrap-upABOUT YOUR HOSTS:David Befort and Paul Fugere are the hosts of the Wealth Warehouse Podcast. David is the Founder/CEO of Max Performance Financial. He founded the company with the mission of educating people on the truths about money. David's mission is to show you how you can control your own money, earn guarantees, grow it tax-free, and maintain penalty-free access to it to leverage for opportunities that will provide passive income for the rest of your life. Paul, on the other hand, is an Active Duty U.S. Army officer who graduated from Norwich University in 2002 with a B.A. in History and again in 2012 with a MA in Diplomacy and International Terrorism. Paul met his wife Tammy at Norwich. As a family, they enjoy boating, traveling, sports, hunting, automobiles, and are self-proclaimed food people.Visit our website: https://www.thewealthwarehousepodcast.com/ Catch up with David and Paul, visit the links below! Website: https://infinitebanking.org/agents/Fugere494 https://infinitebanking.org/agents/Befort399 LinkedIn: https://www.linkedin.com/in/david-a-befort-jr-09663972/ https://www.linkedin.com/in/paul-fugere-762021b0/ Email: davidandpaul@theibcguys.com
Becoming Your Own Banker by Nelson Nash: https://infinitebanking.org/product/becoming-your-own-banker/ref/46/Visit our website: https://www.thewealthwarehousepodcast.com/It's something we should all worry about when it comes to financial advice:“Is this really what I should be doing?”So, when it comes time to pick an advisor, there are some things you can look out for that will give you invaluable insight into whether or not this person actually knows what they're talking about. And who better to outline what you should be looking/listening for than Dave and Paul? Tune in to see how you can tell the pros from the pretenders!Episode Highlights:0:00 - Introduction1:07 - Episode beginning2:05 - Talking about the previous year..7:31 - 7 million in, a quarter BILLION comes out8:39 - Finding an advisor9:58 - How do you know if your advisor is legit?15:47 - Are they authorized?16:47 - Experience level18:40 - Ongoing support and specific expertise21:59 - “Do they have a process?”23:34 - Do they require you to understand IBC first?24:49 - Designing your policy28:36 - Episode wrap-upABOUT YOUR HOSTS:David Befort and Paul Fugere are the hosts of the Wealth Warehouse Podcast. David is the Founder/CEO of Max Performance Financial. He founded the company with the mission of educating people on the truths about money. David's mission is to show you how you can control your own money, earn guarantees, grow it tax-free, and maintain penalty-free access to it to leverage for opportunities that will provide passive income for the rest of your life. Paul, on the other hand, is an Active Duty U.S. Army officer who graduated from Norwich University in 2002 with a B.A. in History and again in 2012 with a MA in Diplomacy and International Terrorism. Paul met his wife Tammy at Norwich. As a family, they enjoy boating, traveling, sports, hunting, automobiles, and are self-proclaimed food people.Visit our website: https://www.thewealthwarehousepodcast.com/ Catch up with David and Paul, visit the links below! Website: https://infinitebanking.org/agents/Fugere494 https://infinitebanking.org/agents/Befort399 LinkedIn: https://www.linkedin.com/in/david-a-befort-jr-09663972/ https://www.linkedin.com/in/paul-fugere-762021b0/ Email: davidandpaul@theibcguys.com
Becoming Your Own Banker by Nelson Nash: https://infinitebanking.org/product/becoming-your-own-banker/ref/46/Visit our website: https://www.thewealthwarehousepodcast.com/In this episode of Wealth Warehouse, hosts Dave and Paul dive into a fascinating new report from Ernst & Young (EY) that sheds light on the evolving role of whole life insurance in retirement planning and investments. They unpack key takeaways from the report, titled "How Life Insurers Can Provide Differentiated Retirement Benefits", and explore how these insights align with the Infinite Banking philosophy.From the challenges facing traditional retirement strategies to the unique opportunities whole life insurance can offer, Dave and Paul break down the complex world of insurance-backed financial planning in an easy-to-understand and actionable way.https://www.ey.com/en_us/insights/insurance/how-life-insurers-can-provide-differentiated-retirement-benefitsEpisode Highlights:0:00 - Introduction1:31 - Episode beginning3:26 - EY's report on whole life insurance8:54 - Why use whole life vs. universal?10:04 - Deferred income annuities and pensions16:01 - Examining the“35 yr. old couple” simulation21:00 - Looking at “10% whole life, 90% investments”ABOUT YOUR HOSTS:David Befort and Paul Fugere are the hosts of the Wealth Warehouse Podcast. David is the Founder/CEO of Max Performance Financial. He founded the company with the mission of educating people on the truths about money. David's mission is to show you how you can control your own money, earn guarantees, grow it tax-free, and maintain penalty-free access to it to leverage for opportunities that will provide passive income for the rest of your life. Paul, on the other hand, is an Active Duty U.S. Army officer who graduated from Norwich University in 2002 with a B.A. in History and again in 2012 with a MA in Diplomacy and International Terrorism. Paul met his wife Tammy at Norwich. As a family, they enjoy boating, traveling, sports, hunting, automobiles, and are self-proclaimed food people.Visit our website: https://www.thewealthwarehousepodcast.com/ Catch up with David and Paul, visit the links below! Website: https://infinitebanking.org/agents/Fugere494 https://infinitebanking.org/agents/Befort399 LinkedIn: https://www.linkedin.com/in/david-a-befort-jr-09663972/ https://www.linkedin.com/in/paul-fugere-762021b0/ Email: davidandpaul@theibcguys.com
Becoming Your Own Banker by Nelson Nash: https://infinitebanking.org/product/becoming-your-own-banker/ref/46/Visit our website: https://www.thewealthwarehousepodcast.com/Happy New Year from the Wealth Warehouse Podcast! In this first episode of 2025, Dave and Paul dive into actionable steps to kickstart your financial growth this year.From foundational moves like increasing your income and having access to your income (in the first place) to basic housekeeping like checking your expenses and finding like-minded IBC people – this episode is perfect for newcomers and practitioners alike to help them along their Infinite Banking journey!Episode Highlights:0:00 - Catching up4:25 - A few easy things to do for the New Year10:28 - Upgrade your savings vehicle14:49 - Surround yourself with like-minded people21:11 - Increase your income27:47 - Access to capitalABOUT YOUR HOSTS:David Befort and Paul Fugere are the hosts of the Wealth Warehouse Podcast. David is the Founder/CEO of Max Performance Financial. He founded the company with the mission of educating people on the truths about money. David's mission is to show you how you can control your own money, earn guarantees, grow it tax-free, and maintain penalty-free access to it to leverage for opportunities that will provide passive income for the rest of your life. Paul, on the other hand, is an Active Duty U.S. Army officer who graduated from Norwich University in 2002 with a B.A. in History and again in 2012 with a MA in Diplomacy and International Terrorism. Paul met his wife Tammy at Norwich. As a family, they enjoy boating, traveling, sports, hunting, automobiles, and are self-proclaimed food people.Visit our website: https://www.thewealthwarehousepodcast.com/ Catch up with David and Paul, visit the links below! Website: https://infinitebanking.org/agents/Fugere494 https://infinitebanking.org/agents/Befort399 LinkedIn: https://www.linkedin.com/in/david-a-befort-jr-09663972/ https://www.linkedin.com/in/paul-fugere-762021b0/ Email: davidandpaul@theibcguys.com
Becoming Your Own Banker by Nelson Nash: https://infinitebanking.org/product/becoming-your-own-banker/ref/46/Visit our website: https://www.thewealthwarehousepodcast.com/As the year comes to a close, we're celebrating the power of the Infinite Banking System with real-life stories of clients who've transformed their financial futures. In this special episode, we dive into unique and inspiring journeys—each marked by distinct challenges, goals, and extraordinary outcomes.From families seeking financial freedom to entrepreneurs building generational wealth, these stories showcase how Infinite Banking isn't a one-size-fits-all solution but a tailored approach to achieving dreams. Join us for an uplifting and insightful conversation that highlights the versatility of Infinite Banking and the real impact it's making in people's lives. Whether you're new to the concept or a seasoned advocate, this episode is the perfect way to cap off the year with fresh inspiration!Episode Highlights:0:00 - Introduction1:27 - Episode beginning4:59 - Reflecting on the year and client policies5:51 - Client story #18:51 - Client story #211:32 - Another client story22:27 - Another client story25:46 - 1035 exchange from an IUL31:14 - Client story: the real estate investment34:01 - Client story: Getting a policy BEFORE you need it38:38 - Client story: Elderly parents40:35 - Episode wrap-upABOUT YOUR HOSTS:David Befort and Paul Fugere are the hosts of the Wealth Warehouse Podcast. David is the Founder/CEO of Max Performance Financial. He founded the company with the mission of educating people on the truths about money. David's mission is to show you how you can control your own money, earn guarantees, grow it tax-free, and maintain penalty-free access to it to leverage for opportunities that will provide passive income for the rest of your life. Paul, on the other hand, is an Active Duty U.S. Army officer who graduated from Norwich University in 2002 with a B.A. in History and again in 2012 with a MA in Diplomacy and International Terrorism. Paul met his wife Tammy at Norwich. As a family, they enjoy boating, traveling, sports, hunting, automobiles, and are self-proclaimed food people.Visit our website: https://www.thewealthwarehousepodcast.com/ Catch up with David and Paul, visit the links below! Website: https://infinitebanking.org/agents/Fugere494 https://infinitebanking.org/agents/Befort399 LinkedIn: https://www.linkedin.com/in/david-a-befort-jr-09663972/ https://www.linkedin.com/in/paul-fugere-762021b0/ Email: davidandpaul@theibcguys.com
Becoming Your Own Banker by Nelson Nash: https://infinitebanking.org/product/becoming-your-own-banker/ref/46/Visit our website: https://www.thewealthwarehousepodcast.com/In this festive episode, we unwrap the parallels between the joy of holiday gift-giving and the power of Infinite Banking. Discover why an IBC policy is truly the "gift that keeps on giving," offering financial freedom and opportunities for generations. We also dive into the importance of expanding your system, getting back to the basics, and how Santa's workshop serves as the perfect metaphor for your Infinite Banking policy—efficient, productive, and always working behind the scenes. Tune in for a fun and insightful holiday discussion that blends seasonal cheer with financial wisdom!Episode Highlights:0:00 - Introduction2:27 - Episode beginning4:44 - IBC is the gift that keeps on giving7:11 - Expanding your system and establishing your legacy12:20 - “Just start, take action”14:31 - Get back into “Becoming Your Own Banker”16:01 - Don't only do what you're taught20:18 - “Santa's workshop”23:37 - It's not just kids that want presents!25:06 - Annual maintenance and yearly appreciation27:10 - IBC is the only insurance that pays for itself31:51 - Episode wrap-upABOUT YOUR HOSTS:David Befort and Paul Fugere are the hosts of the Wealth Warehouse Podcast. David is the Founder/CEO of Max Performance Financial. He founded the company with the mission of educating people on the truths about money. David's mission is to show you how you can control your own money, earn guarantees, grow it tax-free, and maintain penalty-free access to it to leverage for opportunities that will provide passive income for the rest of your life. Paul, on the other hand, is an Active Duty U.S. Army officer who graduated from Norwich University in 2002 with a B.A. in History and again in 2012 with a MA in Diplomacy and International Terrorism. Paul met his wife Tammy at Norwich. As a family, they enjoy boating, traveling, sports, hunting, automobiles, and are self-proclaimed food people.Visit our website: https://www.thewealthwarehousepodcast.com/ Catch up with David and Paul, visit the links below! Website: https://infinitebanking.org/agents/Fugere494 https://infinitebanking.org/agents/Befort399 LinkedIn: https://www.linkedin.com/in/david-a-befort-jr-09663972/ https://www.linkedin.com/in/paul-fugere-762021b0/ Email: davidandpaul@theibcguys.com
Becoming Your Own Banker by Nelson Nash: https://infinitebanking.org/product/becoming-your-own-banker/ref/46/Visit our website: https://www.thewealthwarehousepodcast.com/So you've heard how great IBC is – but what if you're in your 40s, 50s, or 60s?Has the time passed? Or can you still enjoy the benefits of becoming your own banker?In this week's episode, Dave and Paul explore the spectrum of IBC in terms of when the *ideal* time to get in is.. But also the age-ranges that can still utilize IBC to great benefit.Additionally, the fellas discuss more situations and circumstances where IBC can help, the “whiplash” years, what you should be doing in your peak earning years, and much more!Episode Highlights:0:00 - Introduction1:17 - Episode beginning3:59 - You aren't too old to start IBC9:06 - The best time to start…10:20 - The relationship between the cash value and the death benefit11:56 - Peak earning years and lifestyle creep16:39 - “Whiplash” years22:48 - Roth IRAs and self-directed IRAs29:05 - The government and $ (plus your money)35:42 - For you younger people, convertible term39:50 - Episode wrap-upABOUT YOUR HOSTS:David Befort and Paul Fugere are the hosts of the Wealth Warehouse Podcast. David is the Founder/CEO of Max Performance Financial. He founded the company with the mission of educating people on the truths about money. David's mission is to show you how you can control your own money, earn guarantees, grow it tax-free, and maintain penalty-free access to it to leverage for opportunities that will provide passive income for the rest of your life. Paul, on the other hand, is an Active Duty U.S. Army officer who graduated from Norwich University in 2002 with a B.A. in History and again in 2012 with a MA in Diplomacy and International Terrorism. Paul met his wife Tammy at Norwich. As a family, they enjoy boating, traveling, sports, hunting, automobiles, and are self-proclaimed food people.Visit our website: https://www.thewealthwarehousepodcast.com/ Catch up with David and Paul, visit the links below! Website: https://infinitebanking.org/agents/Fugere494 https://infinitebanking.org/agents/Befort399 LinkedIn: https://www.linkedin.com/in/david-a-befort-jr-09663972/ https://www.linkedin.com/in/paul-fugere-762021b0/ Email: davidandpaul@theibcguys.com
Becoming Your Own Banker by Nelson Nash: https://infinitebanking.org/product/becoming-your-own-banker/ref/46/Visit our website: https://www.thewealthwarehousepodcast.com/So you've heard how great IBC is – but what if you're in your 40s, 50s, or 60s?Has the time passed? Or can you still enjoy the benefits of becoming your own banker?In this week's episode, Dave and Paul explore the spectrum of IBC in terms of when the *ideal* time to get in is.. But also the age-ranges that can still utilize IBC to great benefit.Additionally, the fellas discuss more situations and circumstances where IBC can help, the “whiplash” years, what you should be doing in your peak earning years, and much more!Episode Highlights:(0:00) - Introduction(1:17) - Episode beginning(3:59) - You aren't too old to start IBC(9:06) - The best time to start…(10:20) - The relationship between the cash value and the death benefit(11:56) - Peak earning years and lifestyle creep(16:39) - “Whiplash” years(22:48) - Roth IRAs and self-directed IRAs29:05 - The government and $ (plus your money)35:42 - For you younger people, convertible term39:50 - Episode wrap-upABOUT YOUR HOSTS:David Befort and Paul Fugere are the hosts of the Wealth Warehouse Podcast. David is the Founder/CEO of Max Performance Financial. He founded the company with the mission of educating people on the truths about money. David's mission is to show you how you can control your own money, earn guarantees, grow it tax-free, and maintain penalty-free access to it to leverage for opportunities that will provide passive income for the rest of your life. Paul, on the other hand, is an Active Duty U.S. Army officer who graduated from Norwich University in 2002 with a B.A. in History and again in 2012 with a MA in Diplomacy and International Terrorism. Paul met his wife Tammy at Norwich. As a family, they enjoy boating, traveling, sports, hunting, automobiles, and are self-proclaimed food people.Visit our website: https://www.thewealthwarehousepodcast.com/ Catch up with David and Paul, visit the links below! Website: https://infinitebanking.org/agents/Fugere494 https://infinitebanking.org/agents/Befort399 LinkedIn: https://www.linkedin.com/in/david-a-befort-jr-09663972/ https://www.linkedin.com/in/paul-fugere-762021b0/ Email: davidandpaul@theibcguys.com
Becoming Your Own Banker by Nelson Nash: https://infinitebanking.org/product/becoming-your-own-banker/ref/46/Visit our website: https://www.thewealthwarehousepodcast.com/Our guest today is client and friend Langdon "Roto" Root. Langdon just retired as a Colonel from a 26 year career in the US Air Force. He was an F-16 fighter pilot and a leader of some of the Air Force's best tactical operators both in the air and on the ground. He gives us insight from personal real-life stories about what it means to "think like a banker" and put the Infinite Banking Concept into action.Link to Episode 23 – “How one client earned a tax-free, risk-free 33% Rate of Return using IBC”YouTube
ecoming Your Own Banker by Nelson Nash: https://infinitebanking.org/product/becoming-your-own-banker/ref/46/Visit our website: https://www.thewealthwarehousepodcast.com/In this week's special episode, Dave and Paul examine what they are thankful for in IBC – as well as the similarities with the early Pilgrims and IBC practitioners.Episode Highlights:0:00 - Catching up3:20 - IBC and Thanksgiving3:40 - Reaping the rewards of your labor8:53 - Legacy12:04 - Getting IBC in place BEFORE the hard times19:14 - The power of long-term visions29:35 - Episode wrap-upABOUT YOUR HOSTS:David Befort and Paul Fugere are the hosts of the Wealth Warehouse Podcast. David is the Founder/CEO of Max Performance Financial. He founded the company with the mission of educating people on the truths about money. David's mission is to show you how you can control your own money, earn guarantees, grow it tax-free, and maintain penalty-free access to it to leverage for opportunities that will provide passive income for the rest of your life. Paul, on the other hand, is an Active Duty U.S. Army officer who graduated from Norwich University in 2002 with a B.A. in History and again in 2012 with a MA in Diplomacy and International Terrorism. Paul met his wife Tammy at Norwich. As a family, they enjoy boating, traveling, sports, hunting, automobiles, and are self-proclaimed food people.Visit our website: https://www.thewealthwarehousepodcast.com/ Catch up with David and Paul, visit the links below! Website: https://infinitebanking.org/agents/Fugere494 https://infinitebanking.org/agents/Befort399 LinkedIn: https://www.linkedin.com/in/david-a-befort-jr-09663972/ https://www.linkedin.com/in/paul-fugere-762021b0/ Email: davidandpaul@theibcguys.com
Becoming Your Own Banker by Nelson Nash: https://infinitebanking.org/product/becoming-your-own-banker/ref/46/Visit our website: https://www.thewealthwarehousepodcast.com/So many Americans have a financial plan that rests on a series of “ifs”.Relying on things going right and not going wrong is no way to plan – especially when it comes to securing your financial future, and legacy.In this week's episode, Dave and Paul break down some of the biggest “ifs” that you must face if you have a traditional financial plan.Episode Highlights:0:00 - Catching up, election, etc.8:19 - Child gets sick, disease11:50 - When a policy goes “cash on cash”13:30 - The traditional American financial plan14:35 - Some of the ‘ifs', “If I can work through age 65”20:44 - The market isn't meant to be “income producing”22:45 - “If tax rates remain the same (or go down)”27:05 - “This plan is going to succeed IF…”31:12 - “IF inflation comes down..”34:12 - “IF social security is still around..”34:49 - “IF I don't get sick..”36:42 - “IF my children never need my help”44:09 - Episode wrap-upABOUT YOUR HOSTS:David Befort and Paul Fugere are the hosts of the Wealth Warehouse Podcast. David is the Founder/CEO of Max Performance Financial. He founded the company with the mission of educating people on the truths about money. David's mission is to show you how you can control your own money, earn guarantees, grow it tax-free, and maintain penalty-free access to it to leverage for opportunities that will provide passive income for the rest of your life. Paul, on the other hand, is an Active Duty U.S. Army officer who graduated from Norwich University in 2002 with a B.A. in History and again in 2012 with a MA in Diplomacy and International Terrorism. Paul met his wife Tammy at Norwich. As a family, they enjoy boating, traveling, sports, hunting, automobiles, and are self-proclaimed food people.Visit our website: https://www.thewealthwarehousepodcast.com/ Catch up with David and Paul, visit the links below! Website: https://infinitebanking.org/agents/Fugere494 https://infinitebanking.org/agents/Befort399 LinkedIn: https://www.linkedin.com/in/david-a-befort-jr-09663972/ https://www.linkedin.com/in/paul-fugere-762021b0/ Email: davidandpaul@theibcguys.com
Episode Highlights:0:00 - Introduction0:55 - Episode beginning2:37 - “Being an owner”9:03 - Being a “partner” in whole life insurance11:47 - Home ownership, IBC doesn't fix bad habits13:34 - Ownership is key, being a business owner16:00 - “Are the wealthiest people usually..”24:18 - Minimizing risk and maximizing equity26:46 - Episode wrap-upABOUT YOUR HOSTS:David Befort and Paul Fugere are the hosts of the Wealth Warehouse Podcast. David is the Founder/CEO of Max Performance Financial. He founded the company with the mission of educating people on the truths about money. David's mission is to show you how you can control your own money, earn guarantees, grow it tax-free, and maintain penalty-free access to it to leverage for opportunities that will provide passive income for the rest of your life. Paul, on the other hand, is an Active Duty U.S. Army officer who graduated from Norwich University in 2002 with a B.A. in History and again in 2012 with a MA in Diplomacy and International Terrorism. Paul met his wife Tammy at Norwich. As a family, they enjoy boating, traveling, sports, hunting, automobiles, and are self-proclaimed food people.Visit our website: https://www.thewealthwarehousepodcast.com/ Catch up with David and Paul, visit the links below! Website: https://infinitebanking.org/agents/Fugere494 https://infinitebanking.org/agents/Befort399 LinkedIn: https://www.linkedin.com/in/david-a-befort-jr-09663972/ https://www.linkedin.com/in/paul-fugere-762021b0/ Email: davidandpaul@theibcguys.com
Becoming Your Own Banker by Nelson Nash: https://infinitebanking.org/product/becoming-your-own-banker/ref/46/Visit our website: https://www.thewealthwarehousepodcast.com/Dave and Paul are no strangers to the confusion that is “financial advice” in the online space.Everyone has an opinion.. And the worst part? They all seem to contradict one another.In this week's follow-up episode, Dave and Paul continue discussing this info dilemma that most Americans find themselves facing. Additionally, the guys finish reviewing the article that covers reasons one you shouldn't get involved with whole life..Episode Highlights:0:00 - Introduction and recap2:08 - #6 reason: the tax advantages are “oversold”10:17 - #7 reason: “rate of returns”11:27 - #8 reason: “low returns”14:09 - #9 reason: “the cost of insurance rises”17:07 - #10 reason: “non qualified investment are not that bad”23:41 - Talk to someone who is ‘biased'24:38 - Episode wrap-upABOUT YOUR HOSTS:David Befort and Paul Fugere are the hosts of the Wealth Warehouse Podcast. David is the Founder/CEO of Max Performance Financial. He founded the company with the mission of educating people on the truths about money. David's mission is to show you how you can control your own money, earn guarantees, grow it tax-free, and maintain penalty-free access to it to leverage for opportunities that will provide passive income for the rest of your life. Paul, on the other hand, is an Active Duty U.S. Army officer who graduated from Norwich University in 2002 with a B.A. in History and again in 2012 with a MA in Diplomacy and International Terrorism. Paul met his wife Tammy at Norwich. As a family, they enjoy boating, traveling, sports, hunting, automobiles, and are self-proclaimed food people.Visit our website: https://www.thewealthwarehousepodcast.com/ Catch up with David and Paul, visit the links below! Website: https://infinitebanking.org/agents/Fugere494 https://infinitebanking.org/agents/Befort399 LinkedIn: https://www.linkedin.com/in/david-a-befort-jr-09663972/ https://www.linkedin.com/in/paul-fugere-762021b0/ Email: davidandpaul@theibcguys.com
Becoming Your Own Banker by Nelson Nash: https://infinitebanking.org/product/becoming-your-own-banker/ref/46/Visit our website: https://www.thewealthwarehousepodcast.com/Dave and Paul are no strangers to the confusion that is “financial advice” in the online space.Everyone has an opinion.. And the worst part? They all seem to contradict one another.In this week's episode, Dave and Paul discuss this info dilemma that most Americans find themselves facing. How do you resolve it? Who do you trust?Additionally, the guys review a piece of “biased content” on whole life insurance and break down the POV of the author as well as the actual reality when it comes to IBC and whole life in general.Episode Highlights:0:00 - Introduction0:53 - Episode beginning2:01 - Whole life haters3:47 - “Where do you get your advice?”7:41 - “What are you an expert in?”11:24 - #1 reason to not get whole life: “bad advice”15:56 - #2 reason: “there's a better use for your $”19:32 - #3 reason: “life changes”23:45 - #4 reason: “unnecessary insurance”28:24 - #5 reason: “asset protection”ABOUT YOUR HOSTS:David Befort and Paul Fugere are the hosts of the Wealth Warehouse Podcast. David is the Founder/CEO of Max Performance Financial. He founded the company with the mission of educating people on the truths about money. David's mission is to show you how you can control your own money, earn guarantees, grow it tax-free, and maintain penalty-free access to it to leverage for opportunities that will provide passive income for the rest of your life. Paul, on the other hand, is an Active Duty U.S. Army officer who graduated from Norwich University in 2002 with a B.A. in History and again in 2012 with a MA in Diplomacy and International Terrorism. Paul met his wife Tammy at Norwich. As a family, they enjoy boating, traveling, sports, hunting, automobiles, and are self-proclaimed food people.Visit our website: https://www.thewealthwarehousepodcast.com/ Catch up with David and Paul, visit the links below! Website: https://infinitebanking.org/agents/Fugere494 https://infinitebanking.org/agents/Befort399 LinkedIn: https://www.linkedin.com/in/david-a-befort-jr-09663972/ https://www.linkedin.com/in/paul-fugere-762021b0/ Email: davidandpaul@theibcguys.com
Becoming Your Own Banker by Nelson Nash: https://infinitebanking.org/product/becoming-your-own-banker/ref/46/Visit our website: https://www.thewealthwarehousepodcast.com/You may have been told once or twice that “buying term and investing the difference” is a pretty slick idea..But when you look at what you sacrifice, the choice between term life insurance and whole life insurance couldn't be more clear.In this week's episode, Dave and Paul are taking you through this pop finance strategy and why you should avoid it if you want to be your own banker.Episode Highlights:(0:00) - Introduction(0:49) - Episode beginning(2:13) - Paul and the “survivor benefit plan”(6:41) - Buy “time” and invest the difference(10:05) - Detailing Dave Ramsey's plan(12:14) - What can ruin “the plan”?(16:54) - A temporary solution to a permanent problem(19:50) - What you CAN control(21:39) - Insurance is only “worth it” if..(23:41) - People think insurance is a sunk cost(29:58) - The peace of mind that whole life gives you(31:51) - IBC gives you the license to take some risk(34:26) - Episode wrap-upABOUT YOUR HOSTS:David Befort and Paul Fugere are the hosts of the Wealth Warehouse Podcast. David is the Founder/CEO of Max Performance Financial. He founded the company with the mission of educating people on the truths about money. David's mission is to show you how you can control your own money, earn guarantees, grow it tax-free, and maintain penalty-free access to it to leverage for opportunities that will provide passive income for the rest of your life. Paul, on the other hand, is an Active Duty U.S. Army officer who graduated from Norwich University in 2002 with a B.A. in History and again in 2012 with a MA in Diplomacy and International Terrorism. Paul met his wife Tammy at Norwich. As a family, they enjoy boating, traveling, sports, hunting, automobiles, and are self-proclaimed food people.Visit our website: https://www.thewealthwarehousepodcast.com/ Catch up with David and Paul, visit the links below! Website: https://infinitebanking.org/agents/Fugere494 https://infinitebanking.org/agents/Befort399 LinkedIn: https://www.linkedin.com/in/david-a-befort-jr-09663972/ https://www.linkedin.com/in/paul-fugere-762021b0/ Email: davidandpaul@theibcguys.com
Becoming Your Own Banker by Nelson Nash: https://infinitebanking.org/product/becoming-your-own-banker/ref/46/Visit our website: https://www.thewealthwarehousepodcast.com/We are joined today again by our guest Ryan Fleming, also known as "the Pilot's Advisor". Ryan is a Financial Advisor and holds a series 7 license, series 66 license, RICP, CRPC, and MBA. He is a 2001 graduate of the US Air Force Academy, a former Fighting Falcon's wide receiver, and retired Air Force C-17 pilot. He currently flies for FedEx and lives in SC on the lake with his wife Kari and their 2 kids.Ryan has been a Financial Advisor since 2008 and has worked primarily with commercial airline and cargo pilots helping them manage their portfolio and provide them a "safe landing" in retirement. You can find out more about Ryan and even order his Pilot's Advisor Toolkit from the websites here:https://retirepilots.com/http://ibc4pilots.com/Episode Highlights:0:00 - Introduction1:54 - Episode beginning5:01 - Flexibility, the two phases of retirement6:08 - Ryan's accumulation strategy12:04 - “Typical” group policies13:16 - Being underinsured15:49 - Retirement and IBC19:07 - The stigma with insurance20:36 - Your “license to spend”21:54 - Opening policies for kids26:18 - Having access to capital31:05 - If you're a pilot…31:42 - How you can find Ryan34:02 - Episode wrap-upABOUT YOUR HOSTS:David Befort and Paul Fugere are the hosts of the Wealth Warehouse Podcast. David is the Founder/CEO of Max Performance Financial. He founded the company with the mission of educating people on the truths about money. David's mission is to show you how you can control your own money, earn guarantees, grow it tax-free, and maintain penalty-free access to it to leverage for opportunities that will provide passive income for the rest of your life. Paul, on the other hand, is an Active Duty U.S. Army officer who graduated from Norwich University in 2002 with a B.A. in History and again in 2012 with a MA in Diplomacy and International Terrorism. Paul met his wife Tammy at Norwich. As a family, they enjoy boating, traveling, sports, hunting, automobiles, and are self-proclaimed food people.Visit our website: https://www.thewealthwarehousepodcast.com/ Catch up with David and Paul, visit the links below! Website: https://infinitebanking.org/agents/Fugere494 https://infinitebanking.org/agents/Befort399 LinkedIn: https://www.linkedin.com/in/david-a-befort-jr-09663972/ https://www.linkedin.com/in/paul-fugere-762021b0/ Email: davidandpaul@theibcguys.com
Becoming Your Own Banker by Nelson Nash: https://infinitebanking.org/product/becoming-your-own-banker/ref/46/Visit our website: https://www.thewealthwarehousepodcast.com/It's that part of the year we all dread.. tax time.Maybe.. It doesn't need to be such a drag in the first place – if you have a plan in place for how you can properly place and sequence your money for maximum benefit come tax season.This week's episode also takes you through Paul's very own strategy and how he's addressing his tax obligations with his own banking system.Episode Highlights:0:00 - Introduction1:13 - Episode beginning4:02 - Life insurance and your “future value”5:02 - Real world example of the IBC thought process5:45 - “Tax time” for Paul7:58 - Dealing with the upcoming tax bill11:39 - Running cash through your policies18:20 - Premium deposit fund21:33 - The ultimate combo..23:23 - Funding the premium long-term25:21 - Privacy32:11 - Episode wrap-upABOUT YOUR HOSTS:David Befort and Paul Fugere are the hosts of the Wealth Warehouse Podcast. David is the Founder/CEO of Max Performance Financial. He founded the company with the mission of educating people on the truths about money. David's mission is to show you how you can control your own money, earn guarantees, grow it tax-free, and maintain penalty-free access to it to leverage for opportunities that will provide passive income for the rest of your life. Paul, on the other hand, is an Active Duty U.S. Army officer who graduated from Norwich University in 2002 with a B.A. in History and again in 2012 with a MA in Diplomacy and International Terrorism. Paul met his wife Tammy at Norwich. As a family, they enjoy boating, traveling, sports, hunting, automobiles, and are self-proclaimed food people.Visit our website: https://www.thewealthwarehousepodcast.com/ Catch up with David and Paul, visit the links below! Website: https://infinitebanking.org/agents/Fugere494 https://infinitebanking.org/agents/Befort399 LinkedIn: https://www.linkedin.com/in/david-a-befort-jr-09663972/ https://www.linkedin.com/in/paul-fugere-762021b0/ Email: davidandpaul@theibcguys.com
Becoming Your Own Banker by Nelson Nash: https://infinitebanking.org/product/becoming-your-own-banker/ref/46/Visit our website: https://www.thewealthwarehousepodcast.com/This week, Dave and Paul ask a simple question:“Are you better off now than you were 4 years ago?”It's no secret that IBC is a stable asset, in fact, it will continue to appreciate no matter who the President is, or the state of the economy.This is the best “place” for your money to be. Protected from uncontrollable external factors that you can't plan for.No more hills and valleys like you see in the stock market, or with a 401k – no more getting screwed by inflation, the Fed, taxes or politicians.So tune in to see how, financially, you can be “better off than you were 4 years ago”, and for each year after that..Episode Highlights:(0:00) - Introduction(1:12) - Episode beginning, catching up(4:06) - What Dave and Paul DON'T care about(6:12) - Success in spite of politics and economic changes(9:06) - Independence(10:04) - Are you better off now than you were 4 years ago?(14:29) - Flexibility and opportunities(20:28) - What can you control?(23:51) - There is no better loan you can take..(26:15) - Bringing the focus to your own personal economy(28:19) - What else has gone up?(34:46) - Episode wrap-upABOUT YOUR HOSTS:David Befort and Paul Fugere are the hosts of the Wealth Warehouse Podcast. David is the Founder/CEO of Max Performance Financial. He founded the company with the mission of educating people on the truths about money. David's mission is to show you how you can control your own money, earn guarantees, grow it tax-free, and maintain penalty-free access to it to leverage for opportunities that will provide passive income for the rest of your life. Paul, on the other hand, is an Active Duty U.S. Army officer who graduated from Norwich University in 2002 with a B.A. in History and again in 2012 with a MA in Diplomacy and International Terrorism. Paul met his wife Tammy at Norwich. As a family, they enjoy boating, traveling, sports, hunting, automobiles, and are self-proclaimed food people.Visit our website: https://www.thewealthwarehousepodcast.com/ Catch up with David and Paul, visit the links below! Website: https://infinitebanking.org/agents/Fugere494 https://infinitebanking.org/agents/Befort399 LinkedIn: https://www.linkedin.com/in/david-a-befort-jr-09663972/ https://www.linkedin.com/in/paul-fugere-762021b0/ Email: davidandpaul@theibcguys.com
Becoming Your Own Banker by Nelson Nash: https://infinitebanking.org/product/becoming-your-own-banker/ref/46/Visit our website: https://www.thewealthwarehousepodcast.com/It's something that each and every one of us should have..An “opportunity fund”.In this week's episode, Dave and Paul dive into the benefits of having an “opportunity fund” as well as an “emergency fund” and the peace of mind it brings you in the short-term, as well as the long-term.The fellas also show you why you should be interested in establishing these funds in the first place – and what you can do to get it started. Additionally, Dave and Paul cover the death benefit, having “friction” between you and your money – and much more!Episode Highlights:(0:00) - Introduction(0:39) - Episode beginning(3:23) - Your “Opportunity fund”(8:06) - “If you have the money to solve a problem…”(9:56) - Putting IBC “in between”(10:37) - Determining what the opportunity fund is(13:21) - The benefit of having an “emergency account”(16:01) - Having “friction” between you and your money(23:21) - The death benefit(29:46) - Peace of mind for your children(34:11) - Episode wrap-upABOUT YOUR HOSTS:David Befort and Paul Fugere are the hosts of the Wealth Warehouse Podcast. David is the Founder/CEO of Max Performance Financial. He founded the company with the mission of educating people on the truths about money. David's mission is to show you how you can control your own money, earn guarantees, grow it tax-free, and maintain penalty-free access to it to leverage for opportunities that will provide passive income for the rest of your life. Paul, on the other hand, is an Active Duty U.S. Army officer who graduated from Norwich University in 2002 with a B.A. in History and again in 2012 with a MA in Diplomacy and International Terrorism. Paul met his wife Tammy at Norwich. As a family, they enjoy boating, traveling, sports, hunting, automobiles, and are self-proclaimed food people.Visit our website: https://www.thewealthwarehousepodcast.com/ Catch up with David and Paul, visit the links below! Website: https://infinitebanking.org/agents/Fugere494 https://infinitebanking.org/agents/Befort399 LinkedIn: https://www.linkedin.com/in/david-a-befort-jr-09663972/ https://www.linkedin.com/in/paul-fugere-762021b0/ Email: davidandpaul@theibcguys.com
Becoming Your Own Banker by Nelson Nash: https://infinitebanking.org/product/becoming-your-own-banker/ref/46/Visit our website: https://www.thewealthwarehousepodcast.com/It's what's on everybody's mind: how do I make more money?…and there is an answer, just not one that anybody wants to hear.IBC practitioners know that there is more to wealth creation than just “making more”.Because when it comes to creating lasting, legacy-building wealth, there is knowledge you need to have, and habits you need to follow.In this week's episode, Dave and Paul give you a sneak peek into the two special ingredients you'll need to get the success you're looking for.Episode Highlights:0:00 - Teaser0:29 - Episode beginning2:10 - IBC in action: Repaying debt8:11 - Seizing opportunities, and converting cash10:48 - Building wealth14:18 - Time + Consistency = Success17:07 - “Pay yourself first”18:58 - Access to your capital24:51 - The value of a college degree28:01 - IBC takes time33:19 - Episode wrap-upABOUT YOUR HOSTS:David Befort and Paul Fugere are the hosts of the Wealth Warehouse Podcast. David is the Founder/CEO of Max Performance Financial. He founded the company with the mission of educating people on the truths about money. David's mission is to show you how you can control your own money, earn guarantees, grow it tax-free, and maintain penalty-free access to it to leverage for opportunities that will provide passive income for the rest of your life. Paul, on the other hand, is an Active Duty U.S. Army officer who graduated from Norwich University in 2002 with a B.A. in History and again in 2012 with a MA in Diplomacy and International Terrorism. Paul met his wife Tammy at Norwich. As a family, they enjoy boating, traveling, sports, hunting, automobiles, and are self-proclaimed food people.Visit our website: https://www.thewealthwarehousepodcast.com/ Catch up with David and Paul, visit the links below! Website: https://infinitebanking.org/agents/Fugere494 https://infinitebanking.org/agents/Befort399 LinkedIn: https://www.linkedin.com/in/david-a-befort-jr-09663972/ https://www.linkedin.com/in/paul-fugere-762021b0/ Email: davidandpaul@theibcguys.com
Becoming Your Own Banker by Nelson Nash: https://infinitebanking.org/product/becoming-your-own-banker/ref/46/Visit our website: https://www.thewealthwarehousepodcast.com/When it comes to your financial future and security, you can't go wrong with certainty.Well, nothing is really certain, but there are asset classes you can invest in that give you an unparalleled level of safety that makes conventional investments look ridiculous in comparison.From avoiding the hills and valleys of the stock market, to securing an ROI that you can't really find anywhere else.. This is an episode you won't want to miss.Episode Highlights:0:00 - Teaser0:58 - Episode beginning1:56 - Objections5:11 - “Becoming” your own banker8:43 - Contemporary financial problems10:56 - Staying liquid13:54 - Dave's prospective client17:31 - The benefits of being well-capitalized21:36 - When is it ever certain?23:10 - Opportunities and return on capital26:17 - What does this opportunity require?29:25 - The opportunities that are available to those who are..33:53 - Episode wrap-upABOUT YOUR HOSTS:David Befort and Paul Fugere are the hosts of the Wealth Warehouse Podcast. David is the Founder/CEO of Max Performance Financial. He founded the company with the mission of educating people on the truths about money. David's mission is to show you how you can control your own money, earn guarantees, grow it tax-free, and maintain penalty-free access to it to leverage for opportunities that will provide passive income for the rest of your life. Paul, on the other hand, is an Active Duty U.S. Army officer who graduated from Norwich University in 2002 with a B.A. in History and again in 2012 with a MA in Diplomacy and International Terrorism. Paul met his wife Tammy at Norwich. As a family, they enjoy boating, traveling, sports, hunting, automobiles, and are self-proclaimed food people.Visit our website: https://www.thewealthwarehousepodcast.com/ Catch up with David and Paul, visit the links below! Website: https://infinitebanking.org/agents/Fugere494 https://infinitebanking.org/agents/Befort399 LinkedIn: https://www.linkedin.com/in/david-a-befort-jr-09663972/ https://www.linkedin.com/in/paul-fugere-762021b0/ Email: davidandpaul@theibcguys.com
Becoming Your Own Banker by Nelson Nash: https://infinitebanking.org/product/becoming-your-own-banker/ref/46/Visit our website: https://www.thewealthwarehousepodcast.com/In this week's special follow-up episode on the two-part episode – Dave and Paul sit down to interview Barry James Dyke!Barry takes Dave and Paul through his POV of the banking and retirement system – as well as what you need to know about the current financial landscape..Barry is a best-selling author, advisor and speaker committed to telling the truth out about how Wall Street really works. An iconoclast, Barry believes that today's financial service and retirement planning systems continue to serve Wall Street, the government, the media, Ivy League academia and giant asset managers such as mutual funds more than the common man. Barry and his advisory firm, Castle Asset Management, LLC has made a spiritual, intellectual and professional commitment to act as an economic warrior that looks out for your best interests—not Wall Street.Order his newest book "The Retirement Ruse" at this link: https://www.barryjamesdyke.com/the-retirement-ruseCheck out:https://www.boomermovie.com/https://www.barryjamesdyke.com/the-retirement-ruseEpisode Highlights:0:00 - Introduction0:21 - Why can't we “be banks”?4:01 - “The Retirement Ruse”7:28 - Barry's take on crypto15:31 - Why keep going back to banks + the govt?19:10 - Why life insurance agents are “heroes and underdogs”28:01 - Barry's advice to young people31:51 - Episode wrap-upABOUT YOUR HOSTS:David Befort and Paul Fugere are the hosts of the Wealth Warehouse Podcast. David is the Founder/CEO of Max Performance Financial. He founded the company with the mission of educating people on the truths about money. David's mission is to show you how you can control your own money, earn guarantees, grow it tax-free, and maintain penalty-free access to it to leverage for opportunities that will provide passive income for the rest of your life. Paul, on the other hand, is an Active Duty U.S. Army officer who graduated from Norwich University in 2002 with a B.A. in History and again in 2012 with a MA in Diplomacy and International Terrorism. Paul met his wife Tammy at Norwich. As a family, they enjoy boating, traveling, sports, hunting, automobiles, and are self-proclaimed food people.Visit our website: https://www.thewealthwarehousepodcast.com/ Catch up with David and Paul, visit the links below! Website: https://infinitebanking.org/agents/Fugere494 https://infinitebanking.org/agents/Befort399 LinkedIn: https://www.linkedin.com/in/david-a-befort-jr-09663972/ https://www.linkedin.com/in/paul-fugere-762021b0/ Email: davidandpaul@theibcguys.com
Becoming Your Own Banker by Nelson Nash: https://infinitebanking.org/product/becoming-your-own-banker/ref/46/Visit our website: https://www.thewealthwarehousepodcast.com/In this week's special, two-part episode – Dave and Paul sit down to interview Barry James Dyke!Barry takes Dave and Paul through his POV of the banking and retirement system – as well as what you need to know about the current financial landscape..Barry is a best-selling author, advisor and speaker committed to telling the truth out about how Wall Street really works. An iconoclast, Barry believes that today's financial service and retirement planning systems continue to serve Wall Street, the government, the media, Ivy League academia and giant asset managers such as mutual funds more than the common man. Barry and his advisory firm, Castle Asset Management, LLC has made a spiritual, intellectual and professional commitment to act as an economic warrior that looks out for your best interests—not Wall Street.Order his newest book "The Retirement Ruse" at this link: https://www.barryjamesdyke.com/the-retirement-ruseCheck out:https://www.boomermovie.com/Episode Highlights:0:00 - Teaser1:33 - Introduction2:03 - Episode beginning3:12 - “The Pirates of Manhattan” and what Barry saw before the crash5:03 - A little bit about Barry's background8:19 - Barry's “a-ha” moment11:14 - The “dollar crash”12:24 - The savings problem15:42 - Retirement plan preparedness21:05 - The 401k may not work…23:45 - What most people miss about retirement27:03 - Banks and life insurance32:41 - Banks don't lend their own money…36:29 - Episode wrap-upABOUT YOUR HOSTS:David Befort and Paul Fugere are the hosts of the Wealth Warehouse Podcast. David is the Founder/CEO of Max Performance Financial. He founded the company with the mission of educating people on the truths about money. David's mission is to show you how you can control your own money, earn guarantees, grow it tax-free, and maintain penalty-free access to it to leverage for opportunities that will provide passive income for the rest of your life. Paul, on the other hand, is an Active Duty U.S. Army officer who graduated from Norwich University in 2002 with a B.A. in History and again in 2012 with a MA in Diplomacy and International Terrorism. Paul met his wife Tammy at Norwich. As a family, they enjoy boating, traveling, sports, hunting, automobiles, and are self-proclaimed food people.Visit our website: https://www.thewealthwarehousepodcast.com/ Catch up with David and Paul, visit the links below! Website: https://infinitebanking.org/agents/Fugere494 https://infinitebanking.org/agents/Befort399 LinkedIn: https://www.linkedin.com/in/david-a-befort-jr-09663972/ https://www.linkedin.com/in/paul-fugere-762021b0/ Email: davidandpaul@theibcguys.com
Becoming Your Own Banker by Nelson Nash: https://infinitebanking.org/product/becoming-your-own-banker/ref/46/Visit our website: https://www.thewealthwarehousepodcast.com/Term life insurance has long been a favored product due to it's affordability and coverage.While this is right direction, it isn't the destination when it comes to securing your financial future.In this week's episode, Dave and Paul break down the argument for whole-life insurance vs. term life insurance and give you the right framing and context you need to understand where you're parking your money.Episode Highlights:0:00 - Teaser0:18 - Introduction2:44 - Being “coachable” in IBC4:39 - Whole life insurance is cheaper than term life insurance8:07 - Most people are surrounded by liabilities9:25 - Why is term a liability?13:22 - What is a sunk cost?16:42 - What's really expensive?17:25 - Your money has to reside somewhere19:11 - I made it to age 60.. Now what?21:43 - The only thing that gets better w/ age23:30 - Non-forfeiture options25:17 - Your life insurance: will it be an asset or liability?27:23 - Episode wrap-upABOUT YOUR HOSTS:David Befort and Paul Fugere are the hosts of the Wealth Warehouse Podcast. David is the Founder/CEO of Max Performance Financial. He founded the company with the mission of educating people on the truths about money. David's mission is to show you how you can control your own money, earn guarantees, grow it tax-free, and maintain penalty-free access to it to leverage for opportunities that will provide passive income for the rest of your life. Paul, on the other hand, is an Active Duty U.S. Army officer who graduated from Norwich University in 2002 with a B.A. in History and again in 2012 with a MA in Diplomacy and International Terrorism. Paul met his wife Tammy at Norwich. As a family, they enjoy boating, traveling, sports, hunting, automobiles, and are self-proclaimed food people.Visit our website: https://www.thewealthwarehousepodcast.com/ Catch up with David and Paul, visit the links below! Website: https://infinitebanking.org/agents/Fugere494 https://infinitebanking.org/agents/Befort399 LinkedIn: https://www.linkedin.com/in/david-a-befort-jr-09663972/ https://www.linkedin.com/in/paul-fugere-762021b0/ Email: davidandpaul@theibcguys.com
Becoming Your Own Banker by Nelson Nash: https://infinitebanking.org/product/becoming-your-own-banker/ref/46/Visit our website: https://www.thewealthwarehousepodcast.com/It's one of the biggest, surface hang-ups for IBC “it's not sexy enough”.It's true..Infinite Banking isn't bitcoin, the NASDAQ, or real estate investing..But that doesn't mean that the process isn't worthwhile – or that it doesn't lead to a financial situation that not only benefits you, but also generations to come.In this episode, Dave and Paul detail why IBC should be at the top of your “financial to-do list” and even how to make the banking process seem a lot cooler..Episode Highlights:0:00 - Teaser0:40 - Introduction1:09 - Episode beginning2:38 - Do this one thing BEFORE you invest10:31 - Sequencing your capital13:54 - The downside of taking risk16:22 - “We're super boring w/ our money”18:18 - Confusing product and process21:31 - You should be in two businesses..23:19 - How to not “appear boring” 25:43 - Why sequencing works27:03 - Value of $ you can't spend and the new website29:05 - The rare 5%ABOUT YOUR HOSTS:David Befort and Paul Fugere are the hosts of the Wealth Warehouse Podcast. David is the Founder/CEO of Max Performance Financial. He founded the company with the mission of educating people on the truths about money. David's mission is to show you how you can control your own money, earn guarantees, grow it tax-free, and maintain penalty-free access to it to leverage for opportunities that will provide passive income for the rest of your life. Paul, on the other hand, is an Active Duty U.S. Army officer who graduated from Norwich University in 2002 with a B.A. in History and again in 2012 with a MA in Diplomacy and International Terrorism. Paul met his wife Tammy at Norwich. As a family, they enjoy boating, traveling, sports, hunting, automobiles, and are self-proclaimed food people.Visit our website: https://www.thewealthwarehousepodcast.com/ Catch up with David and Paul, visit the links below! Website: https://infinitebanking.org/agents/Fugere494 https://infinitebanking.org/agents/Befort399 LinkedIn: https://www.linkedin.com/in/david-a-befort-jr-09663972/ https://www.linkedin.com/in/paul-fugere-762021b0/ Email: davidandpaul@theibcguys.com
Becoming Your Own Banker by Nelson Nash: https://infinitebanking.org/product/becoming-your-own-banker/ref/46/Visit our website: https://www.thewealthwarehousepodcast.com/Do you know what the problem is with our current financial system?What about the solution?These are some of the most basic foundations of IBC, but still remain the most important if you're going to properly grow your finances and secure you and your family's future.Tune into this episode to get the low-down on why we need to break free from the financial mainstream and what we're being told to do in traditional circles.Episode Highlights:0:00 - Preview2:18 - Introduction2:47 - The Debtor5:52 - Problems with the current system; lack of control6:39 - Lack of financial literacy8:42 - The system makes it easy to cede control11:34 - Some problems w/ the 401k15:08 - Government control17:02 - The “magic window”19:40 - The Solution22:02 - Being in business w/ the government23:51 - Capitalizing your own system25:31 - Start where you're at26:29 - The solutions to these problems28:57 - Liquidity, access to opportunities30:54 - Thinking long-range33:09 - Episode wrap-upABOUT YOUR HOSTS:David Befort and Paul Fugere are the hosts of the Wealth Warehouse Podcast. David is the Founder/CEO of Max Performance Financial. He founded the company with the mission of educating people on the truths about money. David's mission is to show you how you can control your own money, earn guarantees, grow it tax-free, and maintain penalty-free access to it to leverage for opportunities that will provide passive income for the rest of your life. Paul, on the other hand, is an Active Duty U.S. Army officer who graduated from Norwich University in 2002 with a B.A. in History and again in 2012 with a MA in Diplomacy and International Terrorism. Paul met his wife Tammy at Norwich. As a family, they enjoy boating, traveling, sports, hunting, automobiles, and are self-proclaimed food people.Visit our website: https://www.thewealthwarehousepodcast.com/ Catch up with David and Paul, visit the links below! Website: https://infinitebanking.org/agents/Fugere494 https://infinitebanking.org/agents/Befort399 LinkedIn: https://www.linkedin.com/in/david-a-befort-jr-09663972/ https://www.linkedin.com/in/paul-fugere-762021b0/ Email: davidandpaul@theibcguys.com
Becoming Your Own Banker by Nelson Nash: https://infinitebanking.org/product/becoming-your-own-banker/ref/46/It's one of the most common misconceptions when it comes to the IBC process…“When will I get rich?”And it's not like you won't.. But it's a question of “when”In this episode, Dave and Paul take apart this notion of using IBC to “get rich quick” – but only in the short term. As you'll learn in the episode, the Infinite Banking Process is more of a “get rich, slow” process.Episode Highlights:0:00 - Teaser0:14 - Introduction0:42 - Episode beginning2:07 - How to get “rich” using Infinite Banking7:17 - Click-bait content vs. the IBC process9:01 - The result of NO access and NO control13:21 - Taking back the banking function in your life18:25 - Thinking long range and making small steps21:19 - Recap on “getting rich with IBC”24:42 - Increasing your personal ROR, but….29:48 - Episode wrap-upABOUT YOUR HOSTS:David Befort and Paul Fugere are the hosts of the Wealth Warehouse Podcast. David is the Founder/CEO of Max Performance Financial. He founded the company with the mission of educating people on the truths about money. David's mission is to show you how you can control your own money, earn guarantees, grow it tax-free, and maintain penalty-free access to it to leverage for opportunities that will provide passive income for the rest of your life. Paul, on the other hand, is an Active Duty U.S. Army officer who graduated from Norwich University in 2002 with a B.A. in History and again in 2012 with a MA in Diplomacy and International Terrorism. Paul met his wife Tammy at Norwich. As a family, they enjoy boating, traveling, sports, hunting, automobiles, and are self-proclaimed food people. Catch up with David and Paul, visit the links below! Website: https://infinitebanking.org/agents/Fugere494 https://infinitebanking.org/agents/Befort399 LinkedIn: https://www.linkedin.com/in/david-a-befort-jr-09663972/ https://www.linkedin.com/in/paul-fugere-762021b0/ Email: davidandpaul@theibcguys.com
Becoming Your Own Banker by Nelson Nash: https://infinitebanking.org/product/becoming-your-own-banker/ref/46/In part 2 of 2 of “Common Objections to Life Insurance”, Dave and Paul continue their conversation on some of the frequent objections and general IBC misunderstandings that they encounter.Additionally, the guys cover the personal criteria that they find is conducive to IBC – from mindset on insurance to legacy and planning for your family if one of those “what if's” comes up.Tune in to get more context and information on why these objections shouldn't become permanent obstacles between you and financial freedom.Episode Highlights:0:00 - Introduction0:53 - Episode beginning1:04 - “I need to talk to my…”5:43 - “I need to wait until next year”8:44 - “I don't want to leave my kids a bunch of money”16:14 - “I only need life insurance until I retire”19:02 - Are your assets creating income?21:51 - You get what back what you put in23:35 - Episode wrap-upABOUT YOUR HOSTS:David Befort and Paul Fugere are the hosts of the Wealth Warehouse Podcast. David is the Founder/CEO of Max Performance Financial. He founded the company with the mission of educating people on the truths about money. David's mission is to show you how you can control your own money, earn guarantees, grow it tax-free, and maintain penalty-free access to it to leverage for opportunities that will provide passive income for the rest of your life. Paul, on the other hand, is an Active Duty U.S. Army officer who graduated from Norwich University in 2002 with a B.A. in History and again in 2012 with a MA in Diplomacy and International Terrorism. Paul met his wife Tammy at Norwich. As a family, they enjoy boating, traveling, sports, hunting, automobiles, and are self-proclaimed food people. Catch up with David and Paul, visit the links below! Website: https://infinitebanking.org/agents/Fugere494 https://infinitebanking.org/agents/Befort399 LinkedIn: https://www.linkedin.com/in/david-a-befort-jr-09663972/ https://www.linkedin.com/in/paul-fugere-762021b0/ Email: davidandpaul@theibcguys.com
Becoming Your Own Banker by Nelson Nash: https://infinitebanking.org/product/becoming-your-own-banker/ref/46/Nearly every single journey to IBC is fraught with objections and unknowns that can cause you, or others to get cold feet.Outside of the Infinite Banking concept, you have objections and general misunderstanding around life insurance itself – making it even harder to realize the upside that IBC brings to you and the safety it brings to your family.In this week's episode, Dave and Paul address common IBC and life insurance objections that they've heard from prospects, clients and online influencers.You yourself may be thinking “I already have enough insurance through my job”, or you've been putting off reaching out to the guys because you're thinking “I don't have enough money to get my policy started”..Tune in to get more context and information on why these objections shouldn't become permanent obstacles between you and financial freedom.Episode Highlights:0:00 - Introduction0:27 - Episode beginning2:10 - Listener question7:09 - “That's too expensive” and “I don't have the money”10:53 - “Nobody dies at the right time”12:44 - You don't need a lot of money to do this13:59 - “I already have enough insurance”19:38 - You're not too old20:32 - “I prefer the stock market”22:49 - You have the freedom to be more aggressive26:21 - Life insurance creates money27:21 - Episode wrap-upABOUT YOUR HOSTS:David Befort and Paul Fugere are the hosts of the Wealth Warehouse Podcast. David is the Founder/CEO of Max Performance Financial. He founded the company with the mission of educating people on the truths about money. David's mission is to show you how you can control your own money, earn guarantees, grow it tax-free, and maintain penalty-free access to it to leverage for opportunities that will provide passive income for the rest of your life. Paul, on the other hand, is an Active Duty U.S. Army officer who graduated from Norwich University in 2002 with a B.A. in History and again in 2012 with a MA in Diplomacy and International Terrorism. Paul met his wife Tammy at Norwich. As a family, they enjoy boating, traveling, sports, hunting, automobiles, and are self-proclaimed food people. Catch up with David and Paul, visit the links below! Website: https://infinitebanking.org/agents/Fugere494 https://infinitebanking.org/agents/Befort399 LinkedIn: https://www.linkedin.com/in/david-a-befort-jr-09663972/ https://www.linkedin.com/in/paul-fugere-762021b0/ Email: davidandpaul@theibcguys.com
Becoming Your Own Banker by Nelson Nash: https://infinitebanking.org/product/becoming-your-own-banker/ref/46/It's rare when Dave and Paul have a guest on – but when they do, you know that they are going to bring the knowledge and perspective that helps you create financial freedom while also creating a legacy and securing your family's future.We are joined today by our guest Ryan Fleming, also known as "the Pilot's Advisor". Ryan is a Financial Advisor and holds a series 7 license, series 66 license, RICP, CRPC, and MBA. He is a 2001 graduate of the US Air Force Academy, a former Fighting Falcon's wide receiver, and retired Air Force C-17 pilot. He currently flies for FedEx and lives in SC on the lake with his wife Kari and their 2 kids.Ryan has been a Financial Advisor since 2008 and has worked primarily with commercial airline and cargo pilots helping them manage their portfolio and provide them a "safe landing" in retirement. You can find out more about Ryan and even order his Pilot's Advisor Toolkit from the websites here:https://retirepilots.com/http://ibc4pilots.com/Episode Highlights:0:00 - Introduction0:27 - Episode beginning1:38 - Introduction to the “Pilot's Advisor”, Ryan Fleming3:43 - Diving into Ryan's background4:51 - Who should manage a pilot's 401k?7:01 - Ryan's journey to Infinite Banking12:04 - “Typical” group policies13:16 - Being underinsured15:49 - Retirement and IBC19:07 - The stigma with insurance20:36 - Your “license to spend”21:54 - Opening policies for kids26:18 - Having access to capital31:05 - If you're a pilot…31:42 - How you can find Ryan34:02 - Episode wrap-upABOUT YOUR HOSTS:David Befort and Paul Fugere are the hosts of the Wealth Warehouse Podcast. David is the Founder/CEO of Max Performance Financial. He founded the company with the mission of educating people on the truths about money. David's mission is to show you how you can control your own money, earn guarantees, grow it tax-free, and maintain penalty-free access to it to leverage for opportunities that will provide passive income for the rest of your life. Paul, on the other hand, is an Active Duty U.S. Army officer who graduated from Norwich University in 2002 with a B.A. in History and again in 2012 with a MA in Diplomacy and International Terrorism. Paul met his wife Tammy at Norwich. As a family, they enjoy boating, traveling, sports, hunting, automobiles, and are self-proclaimed food people. Catch up with David and Paul, visit the links below! Website: https://infinitebanking.org/agents/Fugere494 https://infinitebanking.org/agents/Befort399 LinkedIn: https://www.linkedin.com/in/david-a-befort-jr-09663972/ https://www.linkedin.com/in/paul-fugere-762021b0/ Email: davidandpaul@theibcguys.com
Becoming Your Own Banker by Nelson Nash: https://infinitebanking.org/product/becoming-your-own-banker/ref/46/In this special episode of Wealth Warehouse, hosts Dave Befort and Paul Fugere explore the parallels between IBC and the spirit of American independence celebrated on the 4th of July. Join our hosts as they delve into the shared principles of freedom, self-reliance, and financial autonomy that both IBC and America's founding ideals embody.This episode is a must-listen for anyone passionate about liberty, both in a historical and financial sense!Episode Highlights:0:00 - Introduction0:27 - Episode beginning2:16 - Similarities between IBC and Independence Day4:30 - IBC brings its own independence7:46 - Self-reliance9:57 - Most people don't want to think for themselves11:30 - Personal responsibility in personal finance17:29 - Honest banking for IBC18:49 - American success and the rise of capitalism22:40 - Trends come and go but principles last24:31 - Control27:27 - How old is whole life insurance?28:19 - Episode wrap-upABOUT YOUR HOSTS:David Befort and Paul Fugere are the hosts of the Wealth Warehouse Podcast. David is the Founder/CEO of Max Performance Financial. He founded the company with the mission of educating people on the truths about money. David's mission is to show you how you can control your own money, earn guarantees, grow it tax-free, and maintain penalty-free access to it to leverage for opportunities that will provide passive income for the rest of your life. Paul, on the other hand, is an Active Duty U.S. Army officer who graduated from Norwich University in 2002 with a B.A. in History and again in 2012 with a MA in Diplomacy and International Terrorism. Paul met his wife Tammy at Norwich. As a family, they enjoy boating, traveling, sports, hunting, automobiles, and are self-proclaimed food people. Catch up with David and Paul, visit the links below! Website: https://infinitebanking.org/agents/Fugere494 https://infinitebanking.org/agents/Befort399 LinkedIn: https://www.linkedin.com/in/david-a-befort-jr-09663972/ https://www.linkedin.com/in/paul-fugere-762021b0/ Email: davidandpaul@theibcguys.com
Becoming Your Own Banker by Nelson Nash: https://infinitebanking.org/product/becoming-your-own-banker/ref/46/In this week's episode, Dave and Paul hit on a topic that is familiar, but still quite important to the process of Infinite Banking – loan repayment.All too often, people forget the function of loans in IBC, as well as their importance to the company that you are a part owner of.The guys also let you in on why you shouldn't concern yourself with loan rates and what you need to do to get the right mentality and start thinking like a business owner.Episode Highlights:0:00 - Introduction0:27 - Episode beginning0:59 - Some context on the episode3:20 - Eric Maddox7:32 - This isn't the “end all be all”11:18 - Loans and repayments of loans15:39 - Looking at the rates19:08 - The importance of repayment22:47 - Start thinking like a business owner25:12 - Episode wrap-upABOUT YOUR HOSTS:David Befort and Paul Fugere are the hosts of the Wealth Warehouse Podcast. David is the Founder/CEO of Max Performance Financial. He founded the company with the mission of educating people on the truths about money. David's mission is to show you how you can control your own money, earn guarantees, grow it tax-free, and maintain penalty-free access to it to leverage for opportunities that will provide passive income for the rest of your life. Paul, on the other hand, is an Active Duty U.S. Army officer who graduated from Norwich University in 2002 with a B.A. in History and again in 2012 with a MA in Diplomacy and International Terrorism. Paul met his wife Tammy at Norwich. As a family, they enjoy boating, traveling, sports, hunting, automobiles, and are self-proclaimed food people. Catch up with David and Paul, visit the links below! Website: https://infinitebanking.org/agents/Fugere494 https://infinitebanking.org/agents/Befort399 LinkedIn: https://www.linkedin.com/in/david-a-befort-jr-09663972/ https://www.linkedin.com/in/paul-fugere-762021b0/ Email: davidandpaul@theibcguys.com
Becoming Your Own Banker by Nelson Nash: https://infinitebanking.org/product/becoming-your-own-banker/ref/46/In this week's episode, Dave and Paul discuss the nature of creating wealth and the necessity behind it – both for yourself, and your loved ones.From investing in your own education and increasing your means - to schooling the next generation in the ways of financial success, the fellas will tell you why success should be your duty!Episode Highlights:0:00 - Introduction0:27 - Episode beginning4:51 - Some exciting news for Paul!5:51 - Listener question: If you could invest in a business…7:37 - How much capital do you have access to?10:36 - “Success is your duty”12:10 - Being behind the “power curve”17:10 - Investing in yourself and your own education22:35 - You need to increase your means26:38 - Taking success into your own hands29:15 - Most efficient way to pass on wealth..32:31 - Some book and video recommendationsABOUT YOUR HOSTS:David Befort and Paul Fugere are the hosts of the Wealth Warehouse Podcast. David is the Founder/CEO of Max Performance Financial. He founded the company with the mission of educating people on the truths about money. David's mission is to show you how you can control your own money, earn guarantees, grow it tax-free, and maintain penalty-free access to it to leverage for opportunities that will provide passive income for the rest of your life. Paul, on the other hand, is an Active Duty U.S. Army officer who graduated from Norwich University in 2002 with a B.A. in History and again in 2012 with a MA in Diplomacy and International Terrorism. Paul met his wife Tammy at Norwich. As a family, they enjoy boating, traveling, sports, hunting, automobiles, and are self-proclaimed food people. Catch up with David and Paul, visit the links below! Website: https://infinitebanking.org/agents/Fugere494 https://infinitebanking.org/agents/Befort399 LinkedIn: https://www.linkedin.com/in/david-a-befort-jr-09663972/ https://www.linkedin.com/in/paul-fugere-762021b0/ Email: davidandpaul@theibcguys.com
Becoming Your Own Banker by Nelson Nash: https://infinitebanking.org/product/becoming-your-own-banker/ref/46/Sometimes the best play you can make is to simply be patient – and this is something that IBC actually encourages.In this week's episode, Dave and Paul explain how Infinite Banking is set up to create “friction” between you and your capital. In other words, it's the perfect blend of accessibility and juuuust enough steps to help slow you down before you jump on an opportunity.From discouraging FOMO investing habits and giving you time to reflect on potential opportunities, to actually explaining the process itself – you'll learn how this feature helps you in the short and long term.Episode Highlights:(0:00) - Introduction(0:27) - Episode beginning(3:48) - A question about home equity(6:51) - Where else do you get back…(8:06) - Criticism of payment for services(12:33) - The value of creating friction(20:01) - Instead of diversification, trying concentration(23:54) - Some more friction benefits(29:48) - Episode wrap-upABOUT YOUR HOSTS:David Befort and Paul Fugere are the hosts of the Wealth Warehouse Podcast. David is the Founder/CEO of Max Performance Financial. He founded the company with the mission of educating people on the truths about money. David's mission is to show you how you can control your own money, earn guarantees, grow it tax-free, and maintain penalty-free access to it to leverage for opportunities that will provide passive income for the rest of your life. Paul, on the other hand, is an Active Duty U.S. Army officer who graduated from Norwich University in 2002 with a B.A. in History and again in 2012 with a MA in Diplomacy and International Terrorism. Paul met his wife Tammy at Norwich. As a family, they enjoy boating, traveling, sports, hunting, automobiles, and are self-proclaimed food people. Catch up with David and Paul, visit the links below! Website: https://infinitebanking.org/agents/Fugere494 https://infinitebanking.org/agents/Befort399 LinkedIn: https://www.linkedin.com/in/david-a-befort-jr-09663972/ https://www.linkedin.com/in/paul-fugere-762021b0/ Email: davidandpaul@theibcguys.com
Becoming Your Own Banker by Nelson Nash: https://infinitebanking.org/product/becoming-your-own-banker/ref/46/In life, it's important to consider where you decide to place your time, money and effort.Similarly, when it comes to growing your wealth – you need to pick a “partner” to grow it with. Will it be the bank? Your home? A 401K?In this week's episode, Dave and Paul talk about the philosophy behind picking your financial “partner” – and why it should be IBC.Episode Highlights:0:00 - Introduction0:27 - Episode beginning3:09 - When it comes to our money, what choices do we have?6:26 - Who would you choose to partner with?9:51 - Where is your tax-free bucket of income?16:45 - The difference of accumulating capital in different places23:28 - The indirect effect of having access to capital28:47 - Other places we may store capital (that we shouldn't)32:19 - Breaking down “tax advantaged”36:26 - Episode wrap-upABOUT YOUR HOSTS:David Befort and Paul Fugere are the hosts of the Wealth Warehouse Podcast. David is the Founder/CEO of Max Performance Financial. He founded the company with the mission of educating people on the truths about money. David's mission is to show you how you can control your own money, earn guarantees, grow it tax-free, and maintain penalty-free access to it to leverage for opportunities that will provide passive income for the rest of your life. Paul, on the other hand, is an Active Duty U.S. Army officer who graduated from Norwich University in 2002 with a B.A. in History and again in 2012 with a MA in Diplomacy and International Terrorism. Paul met his wife Tammy at Norwich. As a family, they enjoy boating, traveling, sports, hunting, automobiles, and are self-proclaimed food people. Catch up with David and Paul, visit the links below! Website: https://infinitebanking.org/agents/Fugere494 https://infinitebanking.org/agents/Befort399 LinkedIn: https://www.linkedin.com/in/david-a-befort-jr-09663972/ https://www.linkedin.com/in/paul-fugere-762021b0/ Email: davidandpaul@theibcguys.com
Becoming Your Own Banker by Nelson Nash: https://infinitebanking.org/product/becoming-your-own-banker/ref/46/In the follow-up to last week's episode – Dave and Paul revisit loans and why IBC offers a much stronger line-up of benefits when compared to the banks.In this episode the fellas cover some of the comparative advantages that infinite banking has – namely, how the loans are structured, repayment terms, and access to money.Not only do they give you their experiences using IBC compared to banking, they also let you know the benefits they've experienced and opportunities they've seized from practitioners themselves.Episode Highlights:0:00 - Introduction0:27 - Episode beginning1:45 - How loans are structured4:35 - Repayment terms6:48 - Banks don't take risk11:22 - What happens if you don't pay back your loan14:08 - Tax implications15:57 - What it comes down to17:15 - Prioritizing your capital19:43 - Episode recapABOUT YOUR HOSTS:David Befort and Paul Fugere are the hosts of the Wealth Warehouse Podcast. David is the Founder/CEO of Max Performance Financial. He founded the company with the mission of educating people on the truths about money. David's mission is to show you how you can control your own money, earn guarantees, grow it tax-free, and maintain penalty-free access to it to leverage for opportunities that will provide passive income for the rest of your life. Paul, on the other hand, is an Active Duty U.S. Army officer who graduated from Norwich University in 2002 with a B.A. in History and again in 2012 with a MA in Diplomacy and International Terrorism. Paul met his wife Tammy at Norwich. As a family, they enjoy boating, traveling, sports, hunting, automobiles, and are self-proclaimed food people. Catch up with David and Paul, visit the links below! Website: https://infinitebanking.org/agents/Fugere494 https://infinitebanking.org/agents/Befort399 LinkedIn: https://www.linkedin.com/in/david-a-befort-jr-09663972/ https://www.linkedin.com/in/paul-fugere-762021b0/ Email: davidandpaul@theibcguys.com
Becoming Your Own Banker by Nelson Nash: https://infinitebanking.org/product/becoming-your-own-banker/ref/46/In this week's first of two parts – Dave and Paul revisit loans and why IBC offers a much stronger line-up of benefits compared to someone else's banking system.From how these loans function on the banking and IBC side, the differences in accessibility to even where the bank gets its money from, the fellas will give you everything you need to know on the broad arguments on Infinite Banking vs. traditional banking.Episode Highlights:0:00 - Introduction0:27 - Episode beginning2:02 - Listener question5:55 - Policy loans vs. bank loans8:02 - Accessibility12:05 - Biggest factor for a bank when it comes to a loan15:18 - Debt to income ratio17:35 - Where does the bank get its money from?19:38 - Interest rates24:25 - Episode wrap-upABOUT YOUR HOSTS:David Befort and Paul Fugere are the hosts of the Wealth Warehouse Podcast. David is the Founder/CEO of Max Performance Financial. He founded the company with the mission of educating people on the truths about money. David's mission is to show you how you can control your own money, earn guarantees, grow it tax-free, and maintain penalty-free access to it to leverage for opportunities that will provide passive income for the rest of your life. Paul, on the other hand, is an Active Duty U.S. Army officer who graduated from Norwich University in 2002 with a B.A. in History and again in 2012 with a MA in Diplomacy and International Terrorism. Paul met his wife Tammy at Norwich. As a family, they enjoy boating, traveling, sports, hunting, automobiles, and are self-proclaimed food people. Catch up with David and Paul, visit the links below! Website: https://infinitebanking.org/agents/Fugere494 https://infinitebanking.org/agents/Befort399 LinkedIn: https://www.linkedin.com/in/david-a-befort-jr-09663972/ https://www.linkedin.com/in/paul-fugere-762021b0/ Email: davidandpaul@theibcguys.com
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