Podcasts about createtailwind

Get my new book: https://bronsonequity.com/fireyourselfDownload my new special report - How to Use Inflation to Your Advantage - www.bronsonequity.com/inflationWelcome to our latest episode!Ready to rethink how you grow and protect wealth? Join host Bronson Hill and co-host Nate Hambrick for a dynamic conversation with Jim Oliver, a financial veteran who's been leveraging infinite banking since the 1980s to buy dozens of businesses. From a challenging childhood in foster care to managing $700 million as a financial planner, Jim discovered the power of cash flow through real estate and business ownership. Now, as the founder of a thriving community at CreateTailwind, he teaches others to use whole life insurance policies to borrow tax-advantaged funds for investments. In this episode, recorded in April 2025, Jim shares how he acquired a business for just $75,000 using an insurance policy, turning a $400,000 profit in months.Learn the mechanics of infinite banking, pitfalls to avoid, and why keeping money in motion is key to financial freedom. Whether you're a real estate pro or business owner, Jim's strategies will inspire you to unlock new opportunities!TIMESTAMPS00:49 - Guest introduction: Jim Oliver02:48 - Jim's journey: From foster care to financial planning04:36 - Realizing Wall Street's flaws: The 4% return wake-up06:53 - Leveraging learning: Reading an hour a day to expertise08:57 - Acquiring a business for $75,000 using infinite banking12:16 - How infinite banking works: Borrowing the insurance company's money15:46 - Finding deals through networks and structuring earnouts18:58 - Why real estate pros should consider infinite banking22:00 - Legal protection: Why insurance policies are untouchable24:49 - Pitfalls to avoid: Keeping money moving and picking assets29:00 - Jim's belief: Money must flow to grow31:41 - How to connect with JimConnect with the Guest:Website: https://community.createtailwind.comEmail: jim@createtailwind.comApp: Search “CreateTailwind” in your app store#InfiniteBanking #WealthBuilding #CashFlow #BusinessAcquisition #RealEstateInvesting #TaxAdvantages #FinancialFreedom

Send us a text How would your financial life change if you stopped being a consumer and became the owner of your banking system? In this episode of Weiss Advice, Yonah speaks with Jim Oliver, founder of CreateTailwind and advocate of the Infinite Banking Concept. Jim shares his journey from poverty to financial independence, emphasizing the significance of controlling the banking function in your life. Through real-life examples and analogies, he explains how velocity, ownership, and mindset can radically alter your financial future. Jim also introduces the principles behind Infinite Banking and the importance of breaking away from conventional thinking about money, taxes, and legacy building.[00:01 – 06:17] Own or Be OwnedThe importance of motion in money and why stagnation leads to lossThe significance of financial ownership vs. consumer mentalityThe lesson Jim learned at age 13 while working in a casket factory[06:16 – 12:38] Turning Headwinds into TailwindsThe idea behind "CreateTailwind" and how financial systems work against youHow to recapture the 34.5 cents lost in interest from every dollar earnedThe concept of velocity and using your own financial system for growth[12:39 – 18:53] Infinite Banking, ExplainedHow Infinite Banking works through whole life insurance policiesThe concept of leveraging your cash value while it continues to growBuilding assets and legacy simultaneously[18:54 – 24:41] Breaking from the HerdWhy more people don't use Infinite Banking or tax-saving strategiesThe role of coaching, education, and mindset in financial successHow ownership shifts perspective from fear to confidence[24:42 – 30:44] Legacy, Freedom, and OwnershipThe five shifts Jim outlines in his new book Owner ShiftPersonal lessons about health, aging, and continued growthWhat success and freedom really meanConnect with Justin:YouTube: https://www.youtube.com/createtailwind182LinkedIn: https://www.linkedin.com/company/createtailwind/Facebook: https://www.facebook.com/createtailwind Instagram: https://www.instagram.com/create_tailwind/LEAVE A 5-STAR REVIEW by clicking this link.WHERE CAN I LEARN MORE?Be sure to follow me on the below platforms:Subscribe to the podcast on Apple, Spotify, Google, or Stitcher.LinkedInYoutubeExclusive Facebook Groupwww.yonahweiss.comNone of this could be possible without the awesome team at Buzzsprout. They make it easy to get your show listed on every major podcast platform.Tweetable Quotes:“If water doesn't flow, it becomes stagnant—and if money doesn't move, it dies.” - Jim Oliver“You either pay someone else interest, or you give up the Support the show

In this conversation, Jim Oliver and Nick Kosko explore the hidden costs of comfort and the importance of embracing discomfort for personal growth. They discuss how complacency can lead to stagnation and how high performers leverage tension to achieve their goals. The guys share personal anecdotes and challenge listeners to confront their comfort zones, emphasizing that true growth often comes from uncomfortable experiences. 3 Key Takeaways: Income vs. Wealth: A high salary does not guarantee financial freedom. Wealth is built through discipline, strategy, and behavior—not income alone. Behavioral Finance: Emotional conditioning and early money experiences often drive financial decisions; identifying these patterns is key to breaking destructive cycles. Breaking the Cycle: Practical steps for shifting mindset, challenging traditional advice, and creating systems that prioritize long-term wealth over short-term gains. This episode challenges listeners to reevaluate what financial success really looks like and consider the trade-offs of prioritizing stability over control. For more episodes on building wealth outside the conventional system, subscribe to Breakaway Wealth or visit www.CreateTailwind.com.

This is the first drop in a new series: Breakaway Success Stories. These are episodes where Jim talks with CreateTailwind clients who have experienced extraordinary success by using infinite banking.  In this series, we will explore how a person uses their infinite banking system, what lessons were learned along the way, what mistakes to avoid, what worked well, and take us through their own journey so you have real world examples of what a powerful system this can be for you.  In this conversation, Jim interviews Greg Chaplain, a successful real estate agent and member of CreateTailwind. Greg shares his journey into infinite banking and how it has helped him overcome financial challenges and accumulate wealth.   3 Key Takeaways: Diversified Investment Strategies: Greg explains how he utilized IBC for tax savings, cash-flowing rental properties, and real estate syndications, highlighting the flexibility and benefits of IBC in different investment avenues. Overcoming Paradigm Shifts: Greg discusses the initial hesitations and misconceptions about IBC and emphasizes the importance of having a supportive network, such as Create Tailwind, to guide and educate. Real-world Applications: Through specific examples, Greg demonstrates how IBC has enabled him to effectively manage and grow his wealth, providing a blueprint for listeners interested in leveraging IBC for financial freedom.   Connect with Greg: Website: www.realestatehometeam.com Facebook: www.facebook.com/realestatehometeam Instagram: www.instagram.com/realestatehometeam   Visit our website and Youtube channel! https://createtailwind.com https://community.createtailwind.com https://youtube.com/@createtailwind182

In the latest episode of the Underdog podcast, we meet Nick Kosko, a man whose life story embodies the spirit of transformation and the pursuit of financial freedom. Nick's journey from a pilot with dreams of conquering the skies to becoming a master of his financial universe is inspirational. Join host Pamela Bardhi in an engaging conversation with Nick Kosko, a Wealth Strategist at CreateTailwind, unraveling the keys to financial freedom.Nick Kosko, a seasoned Wealth Strategist at CreateTailwind, is dedicated to helping individuals ease financial constraints. With over five decades of collective experience, Nick advocates moving money into tax shelters to finance life expansion. His mission revolves around protecting finances from inflation, taxes, and conventional lending, all while unlocking the potential of Infinite Banking.Key Takeaways:Career Aspirations, Setbacks, and Personal Growth: Pamela and Nick exchanged insights into overcoming setbacks, rebuilding life after unexpected hurdles, and casting a vision for personal and professional growth. Nick shared his journey from being a pilot to becoming a financial pioneer. Overcoming Obstacles for Financial Freedom: Nick shared how everything was suddenly gone, emphasizing that he was merely just a highly paid slave. His desires for passive income to exceed living standards and reflections on the significance of questioning daily actions and recognizing deeper motivations.Recognizing Unseen Patterns for Financial Empowerment: One thing that helped Nick in his financial journey is identifying hidden patterns and discerning between financial noise and essential signals.Banking, Leverage, and Financial Freedom: Nick emphasized the importance of financial education, leveraging banks' power, and the impact of leveraging money in achieving financial freedom. He also mentioned that to get the most out of bank transactions, one has to speak their language.Self-awareness, Personal Growth, and Financial Freedom: Embracing strengths, delegating weaknesses, and fostering alignment and communication within self and the team can help achieve financial freedom faster.Join Pamela Bardhi and Nick Kosko in an empowering conversation, as they uncover the nuances of financial liberation and the transformative power of embracing a resilient mindset towards wealth creation and personal growth.Listen to this exciting episode. Join us for the conversation! Listen to the full episode here:Apple iTunes: https://podcasts.apple.com/us/podcast/underdog/id1534385651Spotify: https://open.spotify.com/show/6FbSDu0aNtuxAEiderUAfBWebsite: https://theunderdogshow.comIf you found this story worth your time and made changes in your life, we'd love to hear from you! Subscribe and leave a review ⭐⭐⭐⭐⭐Connect with Nick:Linkedin: https://www.linkedin.com/in/nickkoskoInstagram: https://www.instagram.com/nick_koskoWebsite: http://www.createtailwind.comThe Underdog Podcast host is none other than Pamela Bardhi. She's rocking the Real Estate Realm and has dedicated her life as a Life Coach. She is also in the Forbes Real Estate Council. To know more about Pam, check out the following:Website: https://pamelabardhi.comInstagram: https://www.instagram.com/pamela_bardhiTikTok: https://www.tiktok.com/@pamela_bardhiYouTube: https://www.youtube.com/@elevatethroughrealestateThe goal is to help you create your dream life through real estate. Get value-packed masterclasses on our YouTube Channel - Elevate Through Real Estate. Make sure to subscribe. https://www.youtube.com/@elevatethroughrealestate.

Do you want to take control of your finances? Then check out this episode with Nick Kosko to learn about a personal finance strategy that will change how you view wealth-building and investing. Create a path to wealth that isn't tied to the whims of the stock market by tuning in now!     Key takeaways to listen for Importance of working with the right people when using the infinite banking strategy Criteria to look for in companies when creating your insurance policy How to use your insurance policy for investment and its benefits The value of having mentors as an investor Valuable lessons from Nick's past investment deals     Resources YouTube Becoming Your Own Banker by R. Nelson Nash | Audiobook and Paperback   Sherpa Make Bank Without The Bank by Jim Oliver | Audiobook, Paperback, and Hardcover Google  10x is Easier than 2x by Dan Sullivan and Dr. Benjamin Hardy | Kindle, Paperback, and Hardcover Who Not How by Dan Sullivan and Dr. Benjamin Hardy | Kindle, Paperback, and Hardcover Strategic Coach   Check out CreateTailwind's community of FREE courses and get a copy of R. Nelson Nash's “Becoming Your Own Banker.” Reach out to us at info@createtailwind.com to secure yours now!     About Nick Kosko Nick is a wealth strategist at CreateTailwind, a business dedicated to coaching and mentoring motivated individuals to take control of their finances to enrich their lives. Whether it is recapturing interest you currently pay to outside entities or investing in cash-flowing assets, they mentor clients on how to accumulate abundant wealth.     Connect with Nick Website: CreateTailwind Podcast: Breakaway Wealth Podcast | Apple Podcasts and Spotify Instagram: @create_tailwind | @nick_kosko     Connect with Us Ready to level up your real estate game? Take action now to access exclusive resources, live events, and valuable insights from our experts:   1. BOOK A CALL: Visit our website at www.sendmoreoffers.com to book a call today. Our team of real estate professionals is ready to provide personalized guidance and help you achieve your investment goals.   2. JOIN OUR FREE FACEBOOK GROUP: Don't miss out on exclusive live events, networking opportunities, and valuable discussions. Simply search for "Send More Offers" on Facebook and hit the "Join" button. www.facebook.com/groups/sendmoreoffers   3. SUBSCRIBE TO OUR YOUTUBE CHANNEL: Gain access to full video interviews, expert tips, and in-depth analyses by subscribing to our dynamic YouTube channel. Stay up to date with the latest trends and strategies in real estate investing. Subscribe now at https://www.youtube.com/@sendmoreoffers   4. FOLLOW US ON INSTAGRAM & TIKTOK: Stay connected and motivated by following us Socially! Get daily doses of inspiration, success stories, and valuable insights by following @sendmoreoffers. Join our community and be part of the conversation!   Remember, success in real estate investing starts with taking action. Visit our website, join our Facebook group, subscribe to our YouTube channel, and follow us on Instagram today. Let's achieve your real estate goals together!

This new episode of Unlock Your Potential features Jim Oliver, host of Breakaway Wealth Podcast, founder of CreateTailwind, and the world authority of The Infinite Banking Concept. We start the episode by talking about how difficult it is to realize that what we have learned about money since we were children is wrong. In the middle of the episode, Jim shares the pivotal moment that changed his perspective on finances. It's all about the concept of cash-flowing assets, a true game-changer in the quest for financial freedom. Near the end of the episode, we talk about starting a business, and Jim emphasizes the critical role of mentors in your journey toward success. I hope you enjoy this episode and that you walk away with valuable knowledge that can enhance your financial journey and personal development. Check Out More of Jim's Content Here

The truth about money is something most people will never know, and they suffer for it. Everything we're taught about money is broken and wrong. The financial advisors that control your money are nothing more than babysitters. People are told they aren't smart enough to manage their own money, even though they are smart enough to earn it.   The financial instruments so many people rely on are just facades, and the process that will actually set us free is heavily misunderstood and even demonized.   Why do we have to break away from this system? How do we work towards freedom, even if we don't fully understand everything about Infinite Banking?   In this episode, I'm joined by entrepreneur, abundance advocate, founder of CreateTailwind  and author of “Make Bank Without the Bank”, Jim Oliver. He talks about how to change how we see money and wake up to how we're robbed of our own wealth.   Most of the people on Wall Street are money baby sitters, they're not investing money, they're just the middle man, and they are getting a fee to be likable. -Jim Oliver  Three Things You'll Learn In This Episode   -The truth about mainstream money management Wall Street advisors are financial babysitters in fancy suits. Would you let your babysitter do the job of raising your children?   -What creates wealth If Wall Street instruments don't make people wealthy, what are the 2 things that do?   -Never need a bank again Taking control of your banking function seems like a tall order, but can we get started with one simple step?   Guest Bio:   Jim Oliver is an entrepreneur, abundance advocate, founder of CreateTailwind  and author of “Make Bank Without the Bank”. CreateTailwind was founded in 1988 by Jim Oliver in Denver, CO. Originally a full service financial planning firm, Jim and his team weathered two major corrections on Wall Street - and pivoted CreateTailwind's focus to building wealth beyond Wall Street. To most people, becoming their own banker was something they couldn't envision or even attempt because they hadn't seen a viable vehicle like it before - no obvious or effective plan. Most people park their money in prison in qualified plans or with a "broker" and hope that the money grows. Becoming your own banker is an AND strategy - meaning you can accumulate money in your money pool AND deploy it to make even more money. With this knowledge and advantage, CreateTailwind exploded to become a multi-location nationally recognized firm that has helped thousands of individuals and businesses around the United States.  For more information, head to https://createtailwind.com/ and get the first chapter of Make the Bank Without the Bank free here. You can also join the community at https://community.createtailwind.com/. 

Jim and Nick Kosko are back this week to showcase Tailwind Community, a free learning hub devoted to helping budding investors understand the ins-and-outs of IBC. From taking out insurance on a budget all the way through exploring courses catered toward IBC principles​ - no matter your question or degree of knowledge, they can help you confidently start down the road towards international investment success! Jim shares how his experience and knowledge - specifically, understanding R. Nelson Nash's revolutionary banking concept from his book Becoming Your Own Banker - influenced why he created the courses inside the CreateTailwind community. With this powerful insight into financial freedom, Jim has created a brighter future for himself and his clients! Jim and Nick are passionate about helping people transform their lives, so they've created an amazing community that offers educational resources to help people become financial masters of their own destiny. In this episode, hear why joining the movement is essential for personal financial success! Resources Mentioned: Becoming Your Own Banker: Unlock the Infinite Banking Concept by R. Nelson Nash Connect with Jim Oliver: Facebook: CreateTailwind & Jim Oliver Website: https://createtailwind.com/ YouTube: CreateTailwind LinkedIn: Jim Oliver Join the Community: https://community.createtailwind.com/ RSVP for the next community Q&A HERE: https://community.createtailwind.com/events

Kelly is joined by Nick Kosko to discuss many topics including the podcast Nick co-hosts Breakaway Wealth.  Nick's background and his passion for helping individuals to take control of their financial future.   CreateTailwind.com Community.CreateTailw...

Don't miss this week's special episode featuring Steven as a guest in the Breakaway Wealth Podcast and discover viable alternative investments to help you generate passive income and achieve financial freedom without putting your money into Wall Street. Key takeaways to listen for 05:23 How to transition from a W2 job to a full-time real estate investor 09:37 The benefits of investing with Integrity Holdings Group 11:56 Reasons a 401(k) isn't a lucrative investment 20:13 Actionable tips to kickstart your real estate investing career Resources mentioned in this episode 01:55 Rich Dad's CASHFLOW Quadrant by Robert T. Kiyosaki 06:19 Rich Dad, Poor Dad by Robert T. Kiyosaki | Paperback and Kindle 06:20 Tax-Free Wealth by Tom Wheelwright | Paperback and Kindle 14:06 Money Magazine 17:55 Wealth Without Wall Street 20:00 SWOT Analysis 24:31 Thinking, Fast and Slow by Daniel Kahneman 25:20 The Road Less Stupid by Keith J. Cunningham | Hardcover and Kindle About Jim Oliver Jim is the founder of CreateTailwind, a multi-location and nationally recognized firm who have helped thousands of individuals and businesses around the United States. He is also the host of the Breakaway Wealth Podcast and an expert on the Infinite Banking Method. Through his firm, CreateTailwind, he teaches clients to create wealth without Wall Street and helps others maximize their investment in themselves and their ideas. Connect with Jim Website: CreateTailwind Podcast: Breakaway Wealth Podcast Connect with Us Want to learn more about real estate investing? Visit Integrity Holdings Group to sign up for our 7 Day Passive Real Estate Investing Course (it's free)!

In This Episode: You asked and they listened! Jim and Nick Kosko are back this week with an after-hours Q&A to answer all of your burning questions. And remember, in these Q&As, you can ask anything you want. This week, they're answering questions about IBC for people starting out on a low budget, taking out insurance purely for the purpose of IBC, and talking more about the Becoming Your Own Banker course inside the community. If you're still unclear on the principles of IBC, what it entails, or even what IBC stands for, you're in the right place. Did you know that more billionaires are made with real estate than anything else? Want to know what happens if you can't pay premiums, or how soon after starting an insurance policy can you start doing IBC? Jim and Nick Kosko are answering your questions on a range of topics around IBC, whole life policies, death benefits, and premiums, and they're also sharing what the CreateTailwind business model looks like, plus much more. If air doesn't flow through your lungs you die. If water doesn't flow, it's stagnant and poisonous, and if money doesn't flow it's dead. Jim and Nick practice what they preach and they love to be a small part in helping you change your life. In this episode, they share why they want you to buy cash-flowing assets and how to make your IBC system super efficient and pay for itself. Hear from people who are truly breaking away from the herd and how they're doing it, how to make sure the IBC system you are building will work, and a few bonus answers to questions that weren't asked.   Resources Mentioned in This Episode: Becoming Your Own Banker: Unlock the Infinite Banking Concept by R. Nelson Nash: https://www.amazon.com/Becoming-Your-Own-Banker-Infinite/dp/B001NZO1DS/ Building Your Warehouse of Wealth by R. Nelson Nash: https://infinitebanking.org/product/building-your-warehouse-of-wealth/ - Connect with Jim Oliver: Facebook: CreateTailwind & Jim Oliver Website: https://createtailwind.com/ YouTube: CreateTailwind LinkedIn: Jim Oliver Join the Community: https://community.createtailwind.com/ RSVP for the next community Q&A HERE: https://community.createtailwind.com/events

In This Episode: When people read Becoming Your Own Banker by R. Nelson Nash, they get to the equipment financing example and they don't understand it. They read it two to three times and then take the Becoming Your Own Banker course inside the CreateTailwind community, and then it sinks in. They think it's the answer for them and that they have everything figured out. But this week, Jim and Nick Kosko are taking a different approach to this topic, and while they are still explaining it as the book intends it to be explained, they are putting the Breakaway Wealth CreateTailwind spin on it.   Picture this. Nick and Jim buy the exact same brand new F150 pickup truck. Same options, same sticker price, same color, same everything. Nick drives the truck hard and doesn't worry about the maintenance schedule, he drives it like nobody's business. How many miles will he get out of the truck? Now, Jim takes the exact same truck that he bought, he changes the oil every 3000 miles, uses the best oil and fuel from the best gas station, has it inspected regularly to make sure it's running right, and takes good care of it. How long will the truck last for Jim? Wondering how an example about buying a brand new F150 pickup truck relates to infinite banking? It all becomes clear in this week's episode.   When we look at an insurance contract, we should look at it the same way as this equipment financing example. In this episode, Jim and Nick explore this example further to explain why, and show you what you really need to be focusing on in your life insurance policies. Hear the unique spin that Jim and Nick are putting on this topic and how it differs from the way most Infinite Banking practitioners teach it, learn how to get money to stop flowing away from you and start flowing back to you, and find out why, when you really look at infinite banking and life insurance policies, you actually want to pay the base premiums. Don't forget, if you want to see all the ins and outs of this equipment financing example from the book, the course inside the CreateTailwind community can help.  Resources Mentioned in This Episode: Becoming Your Own Banker: Unlock the Infinite Banking Concept by R. Nelson Nash: https://www.amazon.com/Becoming-Your-Own-Banker-Infinite/dp/B001NZO1DS/   Acres of Diamonds by Russell H. Conwell: https://www.amazon.com/Acres-Diamonds-Russell-H-Conwell/dp/1940177618 - Connect with Jim Oliver: Facebook: CreateTailwind & Jim Oliver Website: https://createtailwind.com/ YouTube: CreateTailwind LinkedIn: Jim Oliver Join the Community: https://community.createtailwind.com/ RSVP for the next community Q&A HERE: https://community.createtailwind.com/events

In this episode, you'll discover how the classes inside the CreateTailwind Community are the building blocks to your vision, goals, and happiness. Jim and Nick Kosko share what you can expect from inside the community, what they are most excited about, and the endless benefits available to you as a member. If want to learn more then the best thing to do is to listen to the full episode here: https://www.youtube.com/watch?v=LQXHOHrHC1I Connect with Jim Oliver: Facebook: CreateTailwind & Jim Oliver Website: https://createtailwind.com/ YouTube: CreateTailwind LinkedIn: Jim Oliver Join the Community: https://community.createtailwind.com/ RSVP for the next community Q&A HERE: https://community.createtailwind.com/events

In this episode you'll discover why Chris Prefontaine has always hated Wall Street, and what buying ‘On Terms' means. Chris shares three ways to buy on terms and why this is the new way of real estate. If want to learn more then the best thing to do is to listen to the full episode here: https://www.youtube.com/watch?v=NYTnF3_0Zk4 -     Let us tell you about a new course that just landed in the CreateTailwind community called TaxInvisible. In this course, Jim Oliver, founder + coach at CreateTailwind, shares why we need to be TaxInvisible and how IBC gets you there. With taxes continuing to go up, they become more of an attack on our wealth. What ‘they' are telling us to do with our money isn't right. In this course you'll learn: - What's happening with inflation and taxes - Where to store your money - Why we have to take advantage of every opportunity with the current internal revenue code. - What actions to take to break away from the herd Reverse the lie, learn what the wealthy already know, and learn to be TaxInvisible.   Connect with Jim Oliver: Facebook: CreateTailwind & Jim Oliver Website: https://createtailwind.com/ YouTube: CreateTailwind LinkedIn: Jim Oliver Join the Community: https://community.createtailwind.com/

In this episode, you'll discover how Tyler Wagner decided to start his author business after dropping out of college, and the impact that Tim Ferriss had on his life. Hear the importance of having a bestselling book if you want to get paid to speak, and how Tyler was able to figure out where his space was in the industry. If want to learn more then the best thing to do is to listen to the full episode here: https://www.youtube.com/watch?v=RR-ykddjB6I&t   Book mentioned in this episode: The 4-Hour Work Week: Escape the 9-5, Live Anywhere and Join the New Rich by Timothy Ferriss: https://www.amazon.com/4-Hour-Work-Week-Escape-Anywhere/dp/0091929113  Conference Crushing: The 17 Undeniable Rules Of Building Relationships, Growing Your Network, And Crushing A Conference Even If You Don't Know Anyone by Tyler Wagner: https://www.amazon.com/Conference-Crushing-Undeniable-Building-Relationships/dp/1497425476/ -     Let us tell you about a new course that just landed in the CreateTailwind community called TaxInvisible. In this course, Jim Oliver, founder + coach at CreateTailwind, shares why we need to be TaxInvisible and how IBC gets you there. With taxes continuing to go up, they become more of an attack on our wealth. What ‘they' are telling us to do with our money isn't right. In this course you'll learn: - What's happening with inflation and taxes - Where to store your money - Why we have to take advantage of every opportunity with the current internal revenue code. - What actions to take to break away from the herd Reverse the lie, learn what the wealthy already know, and learn to be TaxInvisible.   Connect with Jim Oliver: Facebook: CreateTailwind & Jim Oliver Website: https://createtailwind.com/ YouTube: CreateTailwind LinkedIn: Jim Oliver Join the Community: https://community.createtailwind.com/

In This Episode: When it comes to starting a business, there are not many funding options from a traditional banking standpoint. While credit cards and installment loans are an option, it can be tough to get something off the ground, especially if you don't have a good credit score in place. When this week's guest found himself wanting to start a business, he discovered that there were other funding products available for business owners and these options were different from what he previously thought. Joe Nicolosi made the move from Rochester, NY, to LA with the hope of making a career in independent acting. After having a difficult time finding his footing in the industry, he realized he needed to pivot. He went to Arizona and was working odd jobs until he met someone in the business funding space who was recruiting sales reps. For the last four years, he has been a business funding consultant and he joins Jim on the show this week to share his experience of working in business funding consultancy.. Joe had no money and no credit but found a different way into starting a business. He shares more about what business funding is, his experience breaking away from traditional funding opportunities and breaking into the business funding industry, and how he continues to break away from the herd in his business. Hear the offers he can generate for business owners, the kinds of businesses he does and does not work with, and how his background in understanding the process of loaning money helped him to understand infinite banking. - Let us tell you about a new course that just landed in the CreateTailwind community called TaxInvisible. In this course, Jim Oliver, founder + coach at CreateTailwind, shares why we need to be TaxInvisible and how IBC gets you there. With taxes continuing to go up, they become more of an attack on our wealth. What ‘they' are telling us to do with our money isn't right. In this course you'll learn: - What's happening with inflation and taxes - Where to store your money - Why we have to take advantage of every opportunity with the current internal revenue code. - What actions to take to break away from the herd Reverse the lie, learn what the wealthy already know, and learn to be TaxInvisible.   Resources Mentioned in This Episode: The Secret by Rhonda Byrne: https://www.amazon.com/Secret-Rhonda-Byrne/dp/1847370292   Connect with Joe Nicolosi: LinkedIn: https://www.linkedin.com/in/joe-nicolosi-business-funding-up-to-five-million-aa1b3162   Connect with Jim Oliver: Join our Community:  https://community.createtailwind.com Facebook: CreateTailwind & Jim Oliver Website: CreateTailwind.com YouTube: createtailwind.com LinkedIn: Jim Oliver

In this episode, you'll discover why vision without focus doesn't mean anything and what it means to live in the gap. Jim and Nick Kosko discuss what the Dickens technique is, and how to use it to create a compelling vision.   If want to learn more then the best thing to do is to listen to the full episode here: https://www.youtube.com/watch?v=QizojY2F9mI   Book mentioned in this episode: The Gap and The Gain: The High Achievers' Guide to Happiness, Confidence, and Success by Dan Sullivan and Dr. Benjamin Hardy -     Let us tell you about a new course that just landed in the CreateTailwind community called TaxInvisible. In this course, Jim Oliver, founder + coach at CreateTailwind, shares why we need to be TaxInvisible and how IBC gets you there. With taxes continuing to go up, they become more of an attack on our wealth. What ‘they' are telling us to do with our money isn't right. In this course you'll learn: - What's happening with inflation and taxes - Where to store your money - Why we have to take advantage of every opportunity with the current internal revenue code. - What actions to take to break away from the herd Reverse the lie, learn what the wealthy already know, and learn to be TaxInvisible.   Connect with Jim Oliver: Facebook: CreateTailwind & Jim Oliver Website: https://createtailwind.com/ YouTube: CreateTailwind LinkedIn: Jim Oliver Join the Community: https://community.createtailwind.com/

In this episode you'll discover why more people today are using realtors than ever before. Mike Gandolfo shares how 99% of his business has been by referral only and the benefits of working by referral. If want to learn more then the best thing to do is to listen to the full episode here: https://www.youtube.com/watch?v=tj6P8vBsjBg -     Let us tell you about a new course that just landed in the CreateTailwind community called TaxInvisible. In this course, Jim Oliver, founder + coach at CreateTailwind, shares why we need to be TaxInvisible and how IBC gets you there. With taxes continuing to go up, they become more of an attack on our wealth. What ‘they' are telling us to do with our money isn't right. In this course you'll learn: - What's happening with inflation and taxes - Where to store your money - Why we have to take advantage of every opportunity with the current internal revenue code. - What actions to take to break away from the herd Reverse the lie, learn what the wealthy already know, and learn to be TaxInvisible.   Connect with Jim Oliver: Facebook: CreateTailwind & Jim Oliver Website: https://createtailwind.com/ YouTube: CreateTailwind LinkedIn: Jim Oliver Join the Community: https://community.createtailwind.com/

In this episode you'll discover how long it takes to form a habit and how long it takes to ingrain that habit in you. Todd Fleming shares why motivation is not real, and what motivation really is. If want to learn more then the best thing to do is to listen to the full episode here: https://www.youtube.com/watch?v=gQAavWxwmTw -     Let us tell you about a new course that just landed in the CreateTailwind community called TaxInvisible. In this course, Jim Oliver, founder + coach at CreateTailwind, shares why we need to be TaxInvisible and how IBC gets you there. With taxes continuing to go up, they become more of an attack on our wealth. What ‘they' are telling us to do with our money isn't right. In this course you'll learn: - What's happening with inflation and taxes - Where to store your money - Why we have to take advantage of every opportunity with the current internal revenue code. - What actions to take to break away from the herd Reverse the lie, learn what the wealthy already know, and learn to be TaxInvisible.   Connect with Jim Oliver: Facebook: CreateTailwind & Jim Oliver Website: https://createtailwind.com/ YouTube: CreateTailwind LinkedIn: Jim Oliver Join the Community: https://community.createtailwind.com/

In this episode, you'll discover how Chad Clark has been able to maximize a range of real estate opportunities in a short time, and where he sees opportunities to help people break out of the herd over the next 12-24 months. Hear how Chad has been able to create significant returns for his investors through reverse mortgage notes, and his advice to anybody looking to grow, change and innovate. If want to learn more then the best thing to do is to listen to the full episode here: https://www.youtube.com/watch?v=rXc02BRohNc   -     Let us tell you about a new course that just landed in the CreateTailwind community called TaxInvisible. In this course, Jim Oliver, founder + coach at CreateTailwind, shares why we need to be TaxInvisible and how IBC gets you there. With taxes continuing to go up, they become more of an attack on our wealth. What ‘they' are telling us to do with our money isn't right. In this course you'll learn: - What's happening with inflation and taxes - Where to store your money - Why we have to take advantage of every opportunity with the current internal revenue code. - What actions to take to break away from the herd Reverse the lie, learn what the wealthy already know, and learn to be TaxInvisible.   Connect with Jim Oliver: Facebook: CreateTailwind & Jim Oliver Website: https://createtailwind.com/ YouTube: CreateTailwind LinkedIn: Jim Oliver Join the Community: https://community.createtailwind.com/

In this episode, you'll discover what Bitcoin is, why there can only be 21 million, and why you need to understand money before you can understand Bitcoin. Jimmy Song shares many layers of assumptions about Bitcoin that need clarification, and why many people think they understand money when they actually don't. If want to learn more then the best thing to do is to listen to the full episode here: https://www.youtube.com/watch?v=CfA5bTmj0A4 -     Let us tell you about a new course that just landed in the CreateTailwind community called TaxInvisible. In this course, Jim Oliver, founder + coach at CreateTailwind, shares why we need to be TaxInvisible and how IBC gets you there. With taxes continuing to go up, they become more of an attack on our wealth. What ‘they' are telling us to do with our money isn't right. In this course you'll learn: - What's happening with inflation and taxes - Where to store your money - Why we have to take advantage of every opportunity with the current internal revenue code. - What actions to take to break away from the herd Reverse the lie, learn what the wealthy already know, and learn to be TaxInvisible.   Connect with Jim Oliver: Facebook: CreateTailwind & Jim Oliver Website: https://createtailwind.com/ YouTube: CreateTailwind LinkedIn: Jim Oliver Join the Community: https://community.createtailwind.com/

In This Episode: Have you ever wondered how you can get into the real estate industry without having to spend a lot of money? When you are in real estate, you are not just a real estate investor; you are in the real estate business and this week's podcast guest is here to share his success in running a short-term rental company. Julian Sage was looking for a way to grow and acquire multiple properties without putting up a lot of capital when he discovered the world of short-term rentals. When it comes to business, we often have to try things that don't work over and over again. But the key is continuing until we find the thing that does work, and that's exactly what Julian did. After spending his savings investing in various businesses that didn't succeed, Julian Sage found himself out of money and ready to give up. He started renting out his basement and found that doing so covered his mortgage payments, so he decided to explore the short-term rental space further. He quickly discovered that there are thousands of people out there making money from short-term rentals and bringing up to 7 times more money than long-term rentals. He is now transitioning to grow his short-term rental business full-time and joins Jim on the show this week to share his journey. Julian plays a very active role in his business, but there are many different ways to be involved with short-term rentals. Whether you want to do it yourself, partner with someone as a co-host, or invest passively into a fund, Julian is sharing some approaches you can take to get into the world of short-term rentals. Hear why short-term rentals are completely different from long-term rentals and what many people don't realize when they get into this space. He also shares his forecast for short-term rentals in the coming years and some tips to help you get started in this industry. - Let us tell you about a new course that just landed in the CreateTailwind community called TaxInvisible. In this course, Jim Oliver, founder + coach at CreateTailwind, shares why we need to be TaxInvisible and how IBC gets you there. With taxes continuing to go up, they become more of an attack on our wealth. What ‘they' are telling us to do with our money isn't right. In this course you'll learn: - What's happening with inflation and taxes - Where to store your money - Why we have to take advantage of every opportunity with the current internal revenue code. - What actions to take to break away from the herd Reverse the lie, learn what the wealthy already know, and learn to be TaxInvisible.   Resources Mentioned in This Episode: Infinite Jest by David Foster Wallace:   Connect with Julian Sage: Website: https://shorttermsage.com/   Connect with Jim Oliver: Join our Community:  https://community.createtailwind.com Facebook: CreateTailwind & Jim Oliver Website: CreateTailwind.com YouTube: createtailwind.com LinkedIn: Jim Oliver

In this episode, you'll discover why business is a safe way to make and preserve wealth. Brent Sprenkle shares why 20% of the population need a purpose or challenge in their life, and the problem with the concept of retiring as we know it. If want to learn more then the best thing to do is to listen to the full episode here: https://www.youtube.com/watch?v=OswL6Jz1AUc -     Let us tell you about a new course that just landed in the CreateTailwind community called TaxInvisible. In this course, Jim Oliver, founder + coach at CreateTailwind, shares why we need to be TaxInvisible and how IBC gets you there. With taxes continuing to go up, they become more of an attack on our wealth. What ‘they' are telling us to do with our money isn't right. In this course you'll learn: - What's happening with inflation and taxes - Where to store your money - Why we have to take advantage of every opportunity with the current internal revenue code. - What actions to take to break away from the herd Reverse the lie, learn what the wealthy already know, and learn to be TaxInvisible.   Connect with Jim Oliver: Facebook: CreateTailwind & Jim Oliver Website: https://createtailwind.com/ YouTube: CreateTailwind LinkedIn: Jim Oliver Join the Community: https://community.createtailwind.com/

In this episode, you'll discover why the only way to get over adversity and fear is action. Hear how every successful business has a story, and Slade Johnston shares what helped his business take off, grow, and become successful. If want to learn more then the best thing to do is to listen to the full episode here: https://www.youtube.com/watch?v=GVAxdFH3Bo0   Book Mentioned in This Episode: The Magic of Thinking Big Paperback by David J Schwartz: https://www.amazon.com/Magic-Thinking-Big-David-Schwartz/dp/1785040472 -     Let us tell you about a new course that just landed in the CreateTailwind community called TaxInvisible. In this course, Jim Oliver, founder + coach at CreateTailwind, shares why we need to be TaxInvisible and how IBC gets you there. With taxes continuing to go up, they become more of an attack on our wealth. What ‘they' are telling us to do with our money isn't right. In this course you'll learn: - What's happening with inflation and taxes - Where to store your money - Why we have to take advantage of every opportunity with the current internal revenue code. - What actions to take to break away from the herd Reverse the lie, learn what the wealthy already know, and learn to be TaxInvisible.   Connect with Jim Oliver: Facebook: CreateTailwind & Jim Oliver Website: https://createtailwind.com/ YouTube: CreateTailwind LinkedIn: Jim Oliver Join the Community: https://community.createtailwind.com/

FREE report 7 Simple Steps to Becoming Your Own Banker –  http://7steps.ca/    Wealth Without Bay Street EPISODE 112: Featuring on today's episode of Wealth Without Baystreet is Harper Jones, an advocate for the Infinite Banking Concept (IBC) and a wealth strategist at CreateTailwind. Create Tailwind coach people how to Become Their Own Banker by taking control of the flow of their money. Harper uses his IBC system to invest in real estate and businesses and helps other people interested in the same approach.    IN THIS EPISODE, YOU WILL LEARN:  0:00 Introduction 2:35 Harper's Journey With IBC and Real Estate 8:09 Helping Educate Others 11:37 Using IBC to Invest in Real Estate 14:39 A Real Life Example 20:19 Reap the Benefits of What You Sow 24:48 You Can Always Capitalize The System More 26:12 Harper's Guidance For New Comers 29:09 Who Would Martin Want To Be a Hero To   Website: https://createtailwind.com/ Email: harper@createtailwind.com LinkedIn: https://www.linkedin.com/in/harperajones  

FREE report 7 Simple Steps to Becoming Your Own Banker -  http://7steps.ca/    Wealth Without Bay Street EPISODE 112: Featuring on today's episode of Wealth Without Baystreet is Harper Jones, an advocate for the Infinite Banking Concept (IBC) and a wealth strategist at CreateTailwind. Create Tailwind coach people how to Become Their Own Banker by taking control of the flow of their money. Harper uses his IBC system to invest in real estate and businesses and helps other people interested in the same approach.    IN THIS EPISODE, YOU WILL LEARN:  0:00 Introduction 2:35 Harper's Journey With IBC and Real Estate 8:09 Helping Educate Others 11:37 Using IBC to Invest in Real Estate 14:39 A Real Life Example 20:19 Reap the Benefits of What You Sow 24:48 You Can Always Capitalize The System More 26:12 Harper's Guidance For New Comers 29:09 Who Would Martin Want To Be a Hero To   Website: https://createtailwind.com/ Email: harper@createtailwind.com LinkedIn: https://www.linkedin.com/in/harperajones  

In This Episode: Every Thursday in the CreateTailwind community, there is a live Q&A. Members can come along and ask anything they want to know about infinite banking, financial freedom, or anything else they want help with. After the most recent session, Jim and Nick Kosko realized it would make a great episode to share with the podcast community, so this week, they share a recent Q&A session from inside the CreateTailwind community.   Knowledge doesn't necessarily equal understanding and that's where the Q&A comes in. Ever wondered whether a company is set up well to do IBC? Did you know that the largest insurance company in the country nearly got taken down by 20 people in England? Are you educating yourself about infinite banking or just trying to understand a little more about the inner workings of the financial system, how privatized banking works, and the benefits of being in full control of your money? Jim and Nick are answering a range of questions and sharing some tips, advice, and resources to help.   Nelson Nash would say that every government plan has wound up doing the exact opposite of what it was intended to do. The entire system we live and breathe is geared to get your money to flow away from you and allow other people to be in control of you and your money. In this episode, you'll learn more about putting your money into life insurance policies vs Roths, the problem with Comdex ratings, and why making mistakes with your money is still better than giving control to the government. They address all of this and more, so if you have a question to ask or want to join the next Q&A, be sure to join the CreateTailwind community today by clicking here. - Let us tell you about a new course that just landed in the CreateTailwind community called TaxInvisible. In this course, Jim Oliver, founder + coach at CreateTailwind, shares why we need to be TaxInvisible and how IBC gets you there. With taxes continuing to go up, they become more of an attack on our wealth. What ‘they' are telling us to do with our money isn't right. In this course you'll learn: - What's happening with inflation and taxes - Where to store your money - Why we have to take advantage of every opportunity with the current internal revenue code. - What actions to take to break away from the herd Reverse the lie, learn what the wealthy already know, and learn to be TaxInvisible.   Resources Mentioned in This Episode:   The Case for IBC by R. Nelson Nash, L. Carlos Lara, Robert P. Murphy PhD Building Your Warehouse of Wealth by R. Nelson Nash How Privatized Banking Really Works by L. Carlos Lara and Robert P. Murphy Financial Independence in the 21st Century by Dwayne Burnell and Suzanne Burnell Rich Dad Poor Dad: What the Rich Teach Their Kids About Money That the Poor and Middle Class Do Not! by Robert T. Kiyosaki Cash Flow for Kids Game Second Chance: for Your Money, Your Life and Our World by Robert T. Kiyosaki The Richest Man In Babylon by George S Clason Connect with Jim Oliver: Join our Community:  https://community.createtailwind.com Facebook: CreateTailwind & Jim Oliver Website: CreateTailwind.com YouTube: createtailwind.com LinkedIn: Jim Oliver

In this episode, you'll discover why the infinite banking concept is actually very simple and why younger people tend to pick it up faster.  Jim and Bryan Flaherty discuss some books around infinite banking and how they came to understand their content. If want to learn more then the best thing to do is to listen to the full episode here: https://www.youtube.com/watch?v=0R87dGy0HS8   Books Mentioned in This Episode: Rich Dad's CASHFLOW Quadrant: Rich Dad's Guide to Financial Freedom by Robert T. Kiyosaki  Second Chance: for Your Money, Your Life and Our World by Robert T. Kiyosaki Rich Dad Poor Dad: What the Rich Teach Their Kids About Money That the Poor and Middle Class Do Not! by Robert T. Kiyosaki Becoming Your Own Banker: Unlock the Infinite Banking Concept by Nelson Nash - Let us tell you about a new course that just landed in the CreateTailwind community called TaxInvisible. In this course, Jim Oliver, founder + coach at CreateTailwind, shares why we need to be TaxInvisible and how IBC gets you there. With taxes continuing to go up, they become more of an attack on our wealth. What ‘they' are telling us to do with our money isn't right. In this course you'll learn: - What's happening with inflation and taxes - Where to store your money - Why we have to take advantage of every opportunity with the current internal revenue code. - What actions to take to break away from the herd Reverse the lie, learn what the wealthy already know, and learn to be TaxInvisible.   Connect with Jim Oliver: Facebook: CreateTailwind & Jim Oliver Website: https://createtailwind.com/ YouTube: CreateTailwind LinkedIn: Jim Oliver Join the Community: https://community.createtailwind.com/

In this episode, you'll discover how Logan Rankin was able to retire by the time he was 30. Jim shares why you have to fight back against the outside forces that control your money and why you need to stop outsourcing your education to financial planners. If want to learn more then the best thing to do is to listen to the full episode here: https://www.youtube.com/watch?v=RLa84R-3_WQ - Let us tell you about a new course that just landed in the CreateTailwind community called TaxInvisible. In this course, Jim Oliver, founder + coach at CreateTailwind, shares why we need to be TaxInvisible and how IBC gets you there. With taxes continuing to go up, they become more of an attack on our wealth. What ‘they' are telling us to do with our money isn't right. In this course you'll learn: - What's happening with inflation and taxes - Where to store your money - Why we have to take advantage of every opportunity with the current internal revenue code. - What actions to take to break away from the herd Reverse the lie, learn what the wealthy already know, and learn to be TaxInvisible.   Connect with Jim Oliver: Facebook: CreateTailwind & Jim Oliver Website: https://createtailwind.com/ YouTube: CreateTailwind LinkedIn: Jim Oliver Join the Community: https://community.createtailwind.com/

In This Episode: All we're taught growing up is to sit at a desk and look forward and move through each next stage of our lives. Become valedictorian, prom king, executive vice-president, then CEO, and become wealthy. Many people believe they need millions of dollars in the bank to be wealthy, but being wealthy is not about money, it's about freedom. Being a CEO is one man's definition of success, but living a life of freedom is another, and that's exactly how this week's guest chooses to live his life. Maurice Philogene is a real estate investor working with apartment complexes in the U.S. but developing land in the Mediterranean. In his early 20s, he knew he wasn't destined to sit behind a desk for the rest of his life. He picked up Personal Finance for Dummies, where he read a passage about passive income, and it resonated. He began buying condos and single-family homes, and by 2014, he was generating more money through this passive revenue than in his job. But life isn't just about money; true wealth is about freedom. He is now living a freedom lifestyle and is an example of how to make progress, be financially free, happy, and feel alive in life. When your passive revenue exceeds your ideal standard of living, you are successful. You are financially free. Anybody can live a freedom lifestyle and Maurice joins Jim on the podcast this week to share what he thinks holds people back from being financially free. Maurice shares his journey in real estate and how he was able to break away from the traditional ways of earning, stop exchanging his time for money, and start to become financially free. Get ready to learn how you can do the same. - Let us tell you about a new course that just landed in the CreateTailwind community called TaxInvisible. In this course, Jim Oliver, founder + coach at CreateTailwind, shares why we need to be TaxInvisible and how IBC gets you there. With taxes continuing to go up, they become more of an attack on our wealth. What ‘they' are telling us to do with our money isn't right. In this course you'll learn: - What's happening with inflation and taxes - Where to store your money - Why we have to take advantage of every opportunity with the current internal revenue code. - What actions to take to break away from the herd Reverse the lie, learn what the wealthy already know, and learn to be TaxInvisible.   Resources Mentioned in This Episode: The 4-Hour Work Week: Escape the 9-5, Live Anywhere and Join the New Rich by Timothy Ferriss Man's Search for Meaning by Viktor E. Frankl   Connect with Maurice Philogene: Website: https://www.thequattroway.com/ LinkedIn: https://www.linkedin.com/in/mauricephilogene/ Instagram: https://www.instagram.com/mauricephilogene/?hl=en    Connect with Jim Oliver: Join our Community:  https://community.createtailwind.com Facebook: CreateTailwind & Jim Oliver Website: CreateTailwind.com YouTube: createtailwind.com LinkedIn: Jim Oliver  

In this episode, you'll discover why real estate, business, and financial freedom are simple but not easy. Hayden Crabtree shares how you can break anything down into three keys to make it easier, and why you are never too old to start building a real estate portfolio.  If want to learn more then the best thing to do is to listen to the full episode here: https://www.youtube.com/watch?v=xit8Sru4a-U Books Mentioned in this Episode:  Skip the Flip: Secrets the 1% Know About Real Estate Investing by Hayden Crabtree:  https://www.amazon.com/Skip-Flip-Secrets-Estate-Investing/dp/1734768614/ Skip The Flip: Three Keys to Any Deal by Hayden Crabtree: https://www.amazon.com/Skip-Flip-Three-Keys-Deal/dp/1734768622   -     Let us tell you about a new course that just landed in the CreateTailwind community called TaxInvisible. In this course, Jim Oliver, founder + coach at CreateTailwind, shares why we need to be TaxInvisible and how IBC gets you there. With taxes continuing to go up, they become more of an attack on our wealth. What ‘they' are telling us to do with our money isn't right. In this course you'll learn: - What's happening with inflation and taxes - Where to store your money - Why we have to take advantage of every opportunity with the current internal revenue code. - What actions to take to break away from the herd Reverse the lie, learn what the wealthy already know, and learn to be TaxInvisible.   Connect with Jim Oliver: Facebook: CreateTailwind & Jim Oliver Website: https://createtailwind.com/ YouTube: CreateTailwind LinkedIn: Jim Oliver Join the Community: https://community.createtailwind.com/

In this episode, you'll discover how some companies use their reserves or a broker-dealer to increase dividends, and why Ameritas does not do this. Kelly Halverson shares why the 4% guaranteed rate on whole life policies isn't a true guaranteed internal rate of return and what the peak figures are for most contracts. If want to learn more then the best thing to do is to listen to the full episode here: https://www.youtube.com/watch?v=cx-ax7_3V-A -     Let us tell you about a new course that just landed in the CreateTailwind community called TaxInvisible. In this course, Jim Oliver, founder + coach at CreateTailwind, shares why we need to be TaxInvisible and how IBC gets you there. With taxes continuing to go up, they become more of an attack on our wealth. What ‘they' are telling us to do with our money isn't right. In this course you'll learn: - What's happening with inflation and taxes - Where to store your money - Why we have to take advantage of every opportunity with the current internal revenue code. - What actions to take to break away from the herd Reverse the lie, learn what the wealthy already know, and learn to be TaxInvisible.   Connect with Jim Oliver: Facebook: CreateTailwind & Jim Oliver Website: https://createtailwind.com/ YouTube: CreateTailwind LinkedIn: Jim Oliver Join the Community: https://community.createtailwind.com/

In This Episode: Everybody has a unique ability; something that they do better than everybody else. And the more we can spend time in that unique ability, the happier and more productive we'll be. A lot of people are still trading time for money somewhere in their lives and want to break away, but they need a transition, something more passive to get started. When the government controls your money, or when Wall Street controls your money, you're in trouble. But today's guest is here to help. Steven Libman is one of the managing partners of Integrity Holdings Group but prior to this, he was a real estate agent and a broker. He is a Christian business owner who purchases, acquires, and operates hundreds of millions of dollars of commercial real estate assets. He joins Jim on the podcast this week to share his journey from real estate agent to real estate business owner and how he has bought and sold over 150 million dollars worth of property and owns more than 1000 multi-family units. For so long, we have been told that the traditional way of investing is the only way, but there is a paradigm shift occurring and younger people are no longer looking to pump money into Wall Street. Real estate investing is a business, but is it a viable alternative? Steven shares why money sitting in Wall Street is dying, why the 401K is a financial slave plan, and why real estate investing is the best wealth-building concept in the world. If you are interested but have yet to pull the trigger on getting into real estate, hear the first step Steven would take and his advice for anybody interested in breaking into the industry. - Let us tell you about a new course that just landed in the CreateTailwind community called TaxInvisible. In this course, Jim Oliver, founder + coach at CreateTailwind, shares why we need to be TaxInvisible and how IBC gets you there. With taxes continuing to go up, they become more of an attack on our wealth. What ‘they' are telling us to do with our money isn't right. In this course you'll learn: - What's happening with inflation and taxes - Where to store your money - Why we have to take advantage of every opportunity with the current internal revenue code. - What actions to take to break away from the herd Reverse the lie, learn what the wealthy already know, and learn to be TaxInvisible.   Resources Mentioned in This Episode: Tax-Free Wealth: How to Build Massive Wealth by Permanently Lowering Your Taxes by Tom Wheelwright Rich Dad Poor Dad: What the Rich Teach Their Kids About Money That the Poor and Middle Class Do Not! by Robert T. Kiyosaki Thinking, Fast and Slow by Daniel Kahneman The Road Less Stupid by Keith J. Cunningham   Connect with Steven Libman: Website: https://integrityhg.com/ Podcast: https://podcasts.apple.com/us/podcast/free-from-wall-street/id1479043554   Email: steven@integrityhg.com Invest with Purpose: https://integrityhg.com/invest-with-purpose   Connect with Jim Oliver: Join our Community:  https://community.createtailwind.com Facebook: CreateTailwind & Jim Oliver Website: CreateTailwind.com YouTube: createtailwind.com LinkedIn: Jim Oliver

In this episode you'll discover what Jim loves most about real estate and what he would tell young people about real estate investing today. Thomas Nolen shares why you need to have a Kenny Rogers mentality if you're serious about a real estate portfolio or investing. If want to learn more then the best thing to do is to listen to the full episode here: https://www.youtube.com/watch?v=k6kc9zWW3jU -     Let us tell you about a new course that just landed in the CreateTailwind community called TaxInvisible. In this course Jim Oliver, founder + coach at CreateTailwind, shares why we need to be TaxInvisible and how IBC gets you there. With taxes continuing to go up, they become more of an attack on our wealth. What ‘they' are telling us to do with our money isn't right. In this course you'll learn: - What's happening with inflation and taxes - Where to store your money - Why we have to take advantage of every opportunity with the current internal revenue code. - What actions to take to break away from the herd Reverse the lie, learn what the wealthy already know, learn to be TaxInvisible.   Connect with Jim Oliver: Facebook: CreateTailwind & Jim Oliver Website: https://createtailwind.com/ YouTube: CreateTailwind LinkedIn: Jim Oliver Join the Community: https://community.createtailwind.com/

In this episode, you'll discover why Jim feels coaching is one of the most rewarding jobs you can have and how to take the skills you learn through teaching and coaching and apply them to the business world. Dee Hutchins shares why partnerships can be difficult at times and the main lesson he learned from starting a business. If want to learn more then the best thing to do is to listen to the full episode here: https://www.youtube.com/watch?v=8a9Sc-lP4oU -     Let us tell you about a new course that just landed in the CreateTailwind community called TaxInvisible. In this course Jim Oliver, founder + coach at CreateTailwind, shares why we need to be TaxInvisible and how IBC gets you there. With taxes continuing to go up, they become more of an attack on our wealth. What ‘they' are telling us to do with our money isn't right. In this course you'll learn: - What's happening with inflation and taxes - Where to store your money - Why we have to take advantage of every opportunity with the current internal revenue code. - What actions to take to break away from the herd Reverse the lie, learn what the wealthy already know, learn to be TaxInvisible.   Connect with Jim Oliver: Facebook: CreateTailwind & Jim Oliver Website: https://createtailwind.com/ YouTube: CreateTailwind LinkedIn: Jim Oliver Join the Community: https://community.createtailwind.com/

In This Episode: Tony Robbins says that we are motivated by two things: pain and pleasure. For today's guest, Brad Costanzo, the pain of thinking about working for somebody else was stronger than the pleasure of the vision of being a business owner, and this was how he became a serial entrepreneur. If you are going to trade your time for money, you want to be making a good tradeoff, and if you are a business owner, you will trade a lot of time in the beginning but ultimately reach the point where it pays off. It was without a doubt the only option for Brad.   Brad Costanzo is a serial entrepreneur with a very varied career. Nowadays, he is a growth and marketing consultant who helps people that are so busy working in their businesses that they never work on their businesses, to focus back on the growth and make things more lucrative. He joins Jim on the podcast this week to share his tips and advice for anybody looking to start their own business or a business owner thinking of expanding or trying something new, and some important things they should know.   Jim and Brad share a history of experience in the financial services space and the one thing they have learned is that the wealthiest clients reached their wealth through business or real estate. Hear the journey through real estate and business that took Brad from side hustle to full-time business owner, some of the misconceptions he has found about owning a business, and what he believes holds people back from taking that first step towards starting their own business. - Let us tell you about a new course that just landed in the CreateTailwind community called TaxInvisible. In this course, Jim Oliver, founder + coach at CreateTailwind, shares why we need to be TaxInvisible and how IBC gets you there. With taxes continuing to go up, they become more of an attack on our wealth. What ‘they' are telling us to do with our money isn't right. In this course you'll learn: - What's happening with inflation and taxes - Where to store your money - Why we have to take advantage of every opportunity with the current internal revenue code. - What actions to take to break away from the herd Reverse the lie, learn what the wealthy already know, learn to be TaxInvisible.   Resources Mentioned in This Episode: The 4-Hour Work Week: Escape the 9-5, Live Anywhere and Join the New Rich by Timothy Ferriss The Millionaire Master Plan: Your Personalized Path to Financial Success by Roger James Hamilton Conversations with God by Neale Donald Walsch The Almanack of Naval Ravikant: A Guide to Wealth and Happiness by Eric Jorgenson and Tim Ferriss Becoming Your Own Banker: Unlock the Infinite Banking Concept by Nelson Nash   The Go-Giver: A Little Story About a Powerful Business Idea by Bob Burg and John David Mann   Connect with Brad Costanzo: Website: https://baconwrappedbusiness.com/ Podcast: https://baconwrappedbusiness.com/podcast/ Email: brad@bradcostanzo.com   Connect with Jim Oliver: Join our Community:  https://community.createtailwind.com Facebook: CreateTailwind & Jim Oliver Website: CreateTailwind.com YouTube: createtailwind.com LinkedIn: Jim Oliver  

Episode 162: How to Develop a Growth Mindset In this episode you'll discover how Jullien Gordon has experienced more abundance and wealth walking in his purpose than he would have if he stayed in his traditional job that he left in 2009. Jullien shares how mindset shapes our individual experiences in the world and how he continues to find deals in real estate where there is supposedly no deals to be found. If want to learn more then the best thing to do is to listen to the full episode here: https://youtu.be/uR3nDdpwTdA   Resource Mentioned: Rich & Righteous: Spiritual Secrets To Mastering Money, Manifestation, & Your Mind by Jullien Gordon: https://www.amazon.com/Rich-Righteous-Spiritual-Mastering-Manifestation/dp/B08YS62BLG   -     Let us tell you about a new course that just landed in the CreateTailwind community called TaxInvisible. In this course Jim Oliver, founder + coach at CreateTailwind, shares why we need to be TaxInvisible and how IBC gets you there. With taxes continuing to go up, they become more of an attack on our wealth. What ‘they' are telling us to do with our money isn't right. In this course you'll learn: - What's happening with inflation and taxes - Where to store your money - Why we have to take advantage of every opportunity with the current internal revenue code. - What actions to take to break away from the herd Reverse the lie, learn what the wealthy already know, learn to be TaxInvisible.   Connect with Jim Oliver: Facebook: CreateTailwind & Jim Oliver Website: https://createtailwind.com/ YouTube: CreateTailwind LinkedIn: Jim Oliver Join the Community: https://community.createtailwind.com/

In this episode you'll discover how a whole life policy is manufactured. Hear some of the changes Kelly Halverson has observed in insurance policies in recent years and how the 4% guaranteed gross rate is actually used in these policies. If want to learn more then the best thing to do is to listen to the full episode here: https://youtu.be/cx-ax7_3V-A --- Let us tell you about a new course that just landed in the CreateTailwind community called TaxInvisible. In this course Jim Oliver, founder + coach at CreateTailwind, shares why we need to be TaxInvisible and how IBC gets you there. With taxes continuing to go up, they become more of an attack on our wealth. What ‘they' are telling us to do with our money isn't right. In this course you'll learn: - What's happening with inflation and taxes - Where to store your money - Why we have to take advantage of every opportunity with the current internal revenue code. - What actions to take to break away from the herd Reverse the lie, learn what the wealthy already know, learn to be TaxInvisible.   Connect with Jim Oliver: Facebook: CreateTailwind & Jim Oliver Website: https://createtailwind.com/ YouTube: CreateTailwind LinkedIn: Jim Oliver Join the Community: https://community.createtailwind.com/

In This Episode: When it comes to real estate, infinite banking works incredibly well because you need money sitting on the sidelines. And a way to do this is through a whole life policy. A whole life policy can be used in the same way you use a bank; you just have to keep your money moving. There are numerous benefits to a whole life policy, and Logan Rankin believes that everybody in real estate investing should consider having one. He is back on Breakaway Wealth this week for the third and final installment of this series to talk more about what this policy is, how it works, and the benefits of a whole life policy in real estate investing. There are so many things that real estate investors don't realize they can use this policy for and there are so many utilities in real estate where you can use one. As you start to scale your real estate business, there are a few things you need to know for sure, so Logan is sharing a wealth of knowledge from his own experiences to help you move forward and understand some of the ways a whole life policy can help you. In this episode of Breakaway Wealth, Logan implores you to try and understand more about taxes and show you why, it's not what you make, it's what you keep. You'll hear how Logan uses infinite banking in his real estate investments, the concept of tax-favored and why everything in the infinite banking and real estate sphere is tax-favored, and the number one key to Logan's success, how it led him to gain financial freedom in his life, and how applying it in your life can do the same for you.   Resources Mentioned in This Episode: Episode 154: Regaining Control of Your Money with Logan Rankin: https://createtailwind.com/2022/03/15/regaining-control-of-your-money-with-logan-rankin/ Episode 157: The Importance of Moving Your Money with Logan Rankin:  https://createtailwind.com/2022/03/22/the-importance-of-moving-your-money-with-logan-rankin/   Follow along with this episode on YouTube   Let us tell you about a new course that just landed in the CreateTailwind community called TaxInvisible. In this course Jim Oliver, founder + coach at CreateTailwind, shares why we need to be TaxInvisible and how IBC gets you there. With taxes continuing to go up, they become more of an attack on our wealth. What ‘they' are telling us to do with our money isn't right. In this course you'll learn: - What's happening with inflation and taxes - Where to store your money - Why we have to take advantage of every opportunity with the current internal revenue code. - What actions to take to break away from the herd Reverse the lie, learn what the wealthy already know, learn to be TaxInvisible.   Connect with Jim Oliver: Join our Community:  https://community.createtailwind.com Facebook: CreateTailwind & Jim Oliver Website: CreateTailwind.com YouTube: createtailwind.com LinkedIn: Jim Oliver If you're fired up to learn more about this, send an email to harper@createtailwind.com and get a free copy of Becoming Your Own Banker.

In this episode you'll discover why there is a recession coming sooner rather than later and the benefits of having a money pool that you can deploy when the time comes. Learn why starting small means it's difficult to make a mistake, and Mike Conlon shares the one mistake you don't want to make when it comes to real estate investing. If want to learn more then the best thing to do is to listen to the full episode here: https://youtu.be/RnGHGIoGJqE --- Let us tell you about a new course that just landed in the CreateTailwind community called, TaxInvisitble.   In this course Jim Oliver, founder + coach at CreateTailwind, shares why we need to be TaxInvisible and how IBC gets you there. With taxes continuing to go up, they become more of an attack on our wealth. What ‘they' are telling us to do with our money isn't right.   In this course you'll learn: - What's happening with inflation and taxes - Where to store your money - Why we have to take advantage of every opportunity with the current internal revenue code. - What actions to take to break away from the herd   Reverse the lie, learn what the wealthy already know, learn to be Taxinvisible.   Resources mentioned: Value Hound Academy: https://www.valuehoundacademy.com/   Connect with Jim Oliver: Facebook: CreateTailwind & Jim Oliver Website: https://createtailwind.com/ YouTube: CreateTailwind LinkedIn: Jim Oliver Join the Community: https://community.createtailwind.com/

In this episode you'll discover how Matthew Anderson has used insurance companies' money to pay off debt, finance major purchases and more, all at 33 years old in just 6 years. Hear why there is no perfect investment, and why you just need to find something that you can live with. If want to learn more then the best thing to do is to listen to the full episode here: https://youtu.be/MF9RiZdYVzI --- Let us tell you about a new course that just landed in the CreateTailwind community called, TaxInvisitble. In this course Jim Oliver, founder + coach at CreateTailwind, shares why we need to be TaxInvisible and how IBC gets you there. With taxes continuing to go up, they become more of an attack on our wealth. What ‘they' are telling us to do with our money isn't right. In this course you'll learn: - What's happening with inflation and taxes - Where to store your money - Why we have to take advantage of every opportunity with the current internal revenue code. - What actions to take to break away from the herd Reverse the lie, learn what the wealthy already know, learn to be Taxinvisible.   Connect with Jim Oliver: Facebook: CreateTailwind & Jim Oliver Website: https://createtailwind.com/ YouTube: CreateTailwind LinkedIn: Jim Oliver Join the Community: https://community.createtailwind.com/

In This Episode: Have you ever wondered why banks and insurance companies are so wealthy? There is a simple answer; it's because they move money. A lot of people assume that when they deposit money into the bank, the bank keeps it. But they don't; they use their cash as a liability. They loan it out as fast as they can in a million different ways, creating velocity of money. They want your cash, they want this liability because it produces income. Most people are trained to keep their money still, and the worst part is that they don't even realize it. People don't know any better. So how do you make sure your money is moving and that you can control it? Do what the banks do; create velocity of money. You shouldn't be holding and stacking your money, you should be keeping it moving, and there are actionable things you can do if you want to be successful and wealthy. You can do all the things a bank does when it comes to money, and Logan Rankin is back this week to show you how. There is a lot of talk about inflation, and what you shouldn't do with your money, so Jim and Logan are showing you what you should be doing, why saving money nowadays means losing money, and how to move your money around to create financial velocity. Logan shares why he gets so passionate about where people put their money, and you'll discover how to use your money to create financial freedom for yourself, and similar velocity to the bank. No matter what you have been taught up to now, you should not be keeping your money still. Hear why this week.   Resources Mentioned in This Episode: Episode 154: Regaining Control of Your Money with Logan Rankin: https://createtailwind.com/2022/03/15/regaining-control-of-your-money-with-logan-rankin/   Follow along with this episode on YouTube   Let us tell you about a new course that just landed in the CreateTailwind community called TaxInvisible. In this course Jim Oliver, founder + coach at CreateTailwind, shares why we need to be TaxInvisible and how IBC gets you there. With taxes continuing to go up, they become more of an attack on our wealth. What ‘they' are telling us to do with our money isn't right. In this course you'll learn: - What's happening with inflation and taxes - Where to store your money - Why we have to take advantage of every opportunity with the current internal revenue code. - What actions to take to break away from the herd Reverse the lie, learn what the wealthy already know, learn to be TaxInvisible.   Connect with Jim Oliver: Join our Community:  https://community.createtailwind.com Facebook: CreateTailwind & Jim Oliver Website: CreateTailwind.com YouTube: createtailwind.com LinkedIn: Jim Oliver

In this episode you'll discover how Daniel Ameduri became financially free and made his money work for him versus him working for his money. Hear the importance of focus in generating wealth and why it's never too late to break away. If want to learn more then the best thing to do is to listen to the full episode here: https://youtu.be/mxwRMN7VTEc --- Let us tell you about a new course that just landed in the CreateTailwind community called, TaxInvisitble. In this course Jim Oliver, founder + coach at CreateTailwind, shares why we need to be TaxInvisible and how IBC gets you there. With taxes continuing to go up, they become more of an attack on our wealth. What ‘they' are telling us to do with our money isn't right. In this course you'll learn: - What's happening with inflation and taxes - Where to store your money - Why we have to take advantage of every opportunity with the current internal revenue code. - What actions to take to break away from the herd Reverse the lie, learn what the wealthy already know, learn to be Taxinvisible. Connect with Jim Oliver: Facebook: CreateTailwind & Jim Oliver Website: https://createtailwind.com/ YouTube: CreateTailwind LinkedIn: Jim Oliver Join the Community: https://community.createtailwind.com/

The Commercial Real Estate Academy podcast was created to demystify the commercial real estate industry for the masses. During our weekly episodes, we interview industry experts on a host of different commercial real estate-related topics. Through these interviews, we hope to arm you with the knowledge, references, and tools you'll need to confidently pursue commercial real estate opportunities as a business owner and/or an investor. Raphael Collazo and Jeff Walston are excited to introduce their guest for this week! In today's episode, we hosted Drew White, Founder at CreateTailwind, for a lively conversation about infinite banking and its mechanics. ▶️ During our conversation, we explored topics such as: • What got him interested in the insurance space, • Walked us through the mechanics of the process, • How does infinite banking benefit real estate investors in particular, • If someone is interested in funding a policy, what are some of the steps you recommend they take, • What are some of the best resources available to learn more about the strategy, • As well as much more... ▶️ If you're interested in learning more about Drew, feel free to reach out to him via the following links: ▶ LinkedIn: https://www.linkedin.com/in/ibcdrew/ ▶ Website: http://www.ibcdrew.com/ Below I've provided links to books that were referenced during the episode: 1) The Bitcoin Standard - https://www.amazon.com/Bitcoin-Standard-Decentralized-Alternative-Central/dp/1119473861 2) How to Decide - https://www.amazon.com/How-Decide-Simple-Making-Choices-ebook/dp/B07TRJB3S3 If you find value in these episodes, please SUBSCRIBE and don't forget to leave us a 5

In this episode you'll discover the main lesson Dee Hutchins learned from starting a business. Jim and Dee discuss the importance of communication, and why removing the emotion from the relationships is the key to a successful partnership. If want to learn more then the best thing to do is to listen to the full episode here: https://youtu.be/8a9Sc-lP4oU --- Let us tell you about a new course that just landed in the CreateTailwind community called, TaxInvisitble. In this course Jim Oliver, founder + coach at CreateTailwind, shares why we need to be TaxInvisible and how IBC gets you there. With taxes continuing to go up, they become more of an attack on our wealth. What ‘they' are telling us to do with our money isn't right. In this course you'll learn: - What's happening with inflation and taxes - Where to store your money - Why we have to take advantage of every opportunity with the current internal revenue code. - What actions to take to break away from the herd Reverse the lie, learn what the wealthy already know, learn to be Taxinvisible. Connect with Jim Oliver: Facebook: CreateTailwind & Jim Oliver Website: https://createtailwind.com/ YouTube: CreateTailwind LinkedIn: Jim Oliver Join the Community: https://community.createtailwind.com/

In This Episode: A lot of people work hard for their money but aren't taking the next step and educating themselves to make sure that their money works hard for them. Instead, they make choices of taking that money, handing it to a financial advisor that probably doesn't understand money either, and in doing so they hand control of their finances over to a complete stranger. Society has taught us that this is perfectly normal and that the financial advisor knows the most about money. But is that really true? As Tony Robbins says, if you want something, find somebody that has what you want and do what they did. So is your CPA wealthy? Is your financial advisor financially free? People are being taken advantage of, and it all starts with a lack of understanding of money. It is a problem when you trust other people with your money more than you trust yourself. But confidence is a skill set, and when you have confidence in your ability to manage your money, you can start making better choices. The key is to educate yourself; take action and start to learn something. You don't need to understand everything about money, but enough to make sure your money is moving to you and through you, so you can take advantage of all your hard work and make your money work hard for you. This week, Jim is joined by co-host Logan Rankin and they're kicking off a series where you'll learn step-by-step actionable items and the mindset shifts you need to make to become financially independent. They share their tips and advice to give you the opportunity to take your money into your own hands and show you why the way society has told you to manage your money isn't the best or only way to do it. Learn why questioning what you have been told and educating yourself is the key to gaining control over your own money, and one thing you can do right now to start taking control of your finances.   Resources Mentioned in This Episode: Episode 106: Logan Rankin – Making Your Money Work for You: https://createtailwind.com/2021/05/04/logan-rankin-making-your-money-work-for-you/   Follow along with this episode on YouTube   Let us tell you about a new course that just landed in the CreateTailwind community called, TaxInvisitble.  In this course Jim Oliver, founder + coach at CreateTailwind, shares why we need to be TaxInvisible and how IBC gets you there. With taxes continuing to go up, they become more of an attack on our wealth. What ‘they' are telling us to do with our money isn't right. In this course you'll learn: What's happening with inflation and taxes Where to store your money Why we have to take advantage of every opportunity with the current internal revenue code. What actions to take to break away from the herd Reverse the lie, learn what the wealthy already know, learn to be Taxinvisible.   Connect with Jim Oliver: Join our Community:  https://community.createtailwind.com Facebook: CreateTailwind & Jim Oliver Website: CreateTailwind.com YouTube: createtailwind.com LinkedIn: Jim Oliver

In This Episode: At CreateTailwind, the overarching goal is to help people free themselves from financial slavery, the banking system, wall street, and government control of money. Jim Oliver and Nick Kosko are constantly on the hunt for the next best thing they can do to make this message clearer and serve their clients. And they have been working for a while now on something that will make that happen. So what is the answer? After setting out on a journey to better serve their audience, Jim and Nick share a long-awaited announcement in this episode and introduce you to the next stage of CreateTailwind: the community and app. There is something for everybody inside this community, and it is an incredible resource to help you grow and serve others, as well as being a place for you to connect with like-minded people, learn about topics you don't yet know, and have your questions answered. Whether you are a current client, a prospective client, or somebody who is just trying to educate themselves, this is the resource for you. Tune in this week to find out what the app will entail, the amazing content you can expect inside it, and what Jim and Nick are most excited about for this next phase of the company.   Book Mentioned in This Episode:   Becoming Your Own Banker by Nelson Nash   Follow along with this episode on YouTube   Connect with Jim Oliver: Facebook: CreateTailwind & Jim Oliver Website: CreateTailwind.com YouTube: createtailwind.com LinkedIn: Jim Oliver

For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Today's interview is with Nick Kosko Nick is a wealth strategist at CreateTailwind and in this episode, we discuss financial Independence, Taking control of you money and questioning the financial norms. Infinite banking has been called a scam by Dave Ramsey, but it actually might make sense for some of the listeners out there - at least to learn more about it and how it could be used in your financial planning. Enjoy! --- Support this podcast: https://anchor.fm/investinalts/support

Combine Infinite Banking with Real Estate Investing for More Cashflow with Special Guest: Jim Oliver & Harper Jones! Hey, audience and listeners today we are having a very special guest on our weekly show to explain how to become our own banker. The most outstanding positive of the infinite banking concept or process is the sheer improvement in liquidity or cash flow. So let's hear it from our expert Jim Oliver and Harper Jones. Jim Oliver is the world's foremost authority on the Infinite Banking Concept (IBC) and has dedicated his career to breaking the financial shackles that bind people and businesses to unnecessary taxes and interest expenses and Harper started his career out doing door to door sales while learning important sales and social skills. Harper did that for a handful of years until he discovered real estate where he invests and focuses on wholesaling, flipping, and multi-family properties. Harper is an advocate and practitioner of The Infinite Banking Concept and joined CreateTailwind as a strategist to teach people how to become their own banker In this podcast, we'll unlock the secrets to breaking out of the herd, thinking BIG, and building wealth on our own terms. Tune in now. Learn more about Vinney: https://vinneychopra.com/ Learn more about investing with Vinney: https://vinneychopra.com/investor/ Apply for Mentorship: https://vinneychopra.com/mentorship/ Vinney's Youtube: https://www.youtube.com/c/VinneyChopra/videos Vinney's Linkedin: https://www.linkedin.com/in/vinney-smile-chopra/ Vinney's Instagram: https://www.instagram.com/vinneychopra/

Nick Kosko, is a former pilot who knew there had to be a better way to become financially free and provide for his family. After interviewing several traditional financial advisors and rejecting that path, Nick came across Infinite Banking and changed his life for the better. By understanding how banks work and how he could be his own banker, Nick was able to get his passive income to exceed his ideal standard of living. Now, as a Wealth Strategist at CreateTailwind, Nick educates, motivates, and inspires people to take back control of their money.   During the show we discuss: ● What does it mean to become your own banker ● Hope is not a strategy, becoming your own banker is ● How infinite banking works ● Some myths behind being your own banker ● The benefits of becoming your own banker ● Advantages of becoming your own banker ● How to become tax invisible  ● The challenges in becoming your own banker ● Who will perform the bank functions ● How to become your own banker ● The potential sources of capital ● How to create your own banking system ● How to design an insurance plan that solves the banking function ● How to create and focus on eternal cash flow rather than retirement   Show resources: https://createtailwind.com/

Nick Kosko changed his life for the better by understanding how banks work and how he could be his own banker. He was able to get his passive income to exceed his ideal standard of living. Now, he works as a Wealth Strategist at CreateTailwind where he inspires people to take back control of their money. In this episode of the Smart Real Estate Coach podcast, he explains the problem that infinite banking solves, and how real estate investors can do more deals if they become their own bankers. He also explains why it's important to think long-term, and challenge yourself to think bigger. Resources Facebook: https://www.facebook.com/createtailwind/ LinkedIn: https://www.linkedin.com/in/nickkosko/ Website: https://createtailwind.com/ Podcast: https://podcasts.apple.com/us/podcast/breakaway-wealth-podcast/id1438575465 Additional resources: Follow Chris and Zach on Club House to learn even more about deal structures and how to get 3 paydays from your real estate investments. If looking to secure some lines of credit for your business, check out Fund and Grow – Visit our Resource page at https://www.smartrealestatecoach.com/resources Schedule a FREE Strategy Call: SmartRealEstateCoach.com/action Register for our free masterclass: www.SmartRealEstateCoach.com/mastersclass Real Estate on Your Terms by Chris Prefontaine SmartRealEstateCoach.com/webinar SmartRealRstateCoach.com/ebook SmartRealEstateCoach.com/QLS Smart Real Estate Coach Podcast Sponsor: Paul G. Dion CPA, CTC

LifeBlood: We talked about becoming your own banker, wanting solutions outside of traditional stock market investing, being a good steward of your money, and finding financial freedom.  We discussed Nick's career path flying 747s all over the world, getting laid off and exploring new options and alternatives, learning about passive income and tax strategies, and voraciously consuming as much new learning as he possibly could.  We talked about discovering Infinite Banking and becoming fascinated by it, learning and putting into practice, and learning how to effectively leverage money to purchase real estate and make other investments.   We discussed the important distinction of “who” versus “how,” how to fail forward, the importance of digging deeper and going beyond surface knowledge, and why you should always ask yourself “compared to what?” We talked about the value of mentorship, figuring out what you want to do and finding someone who's already doing it with Nick Kosko, Economic Strategist, former commercial airline pilot, who's focused on creating financial freedom through investing in opportunities outside of the traditional places.   Listen to learn why it's important and worthwhile to dig deeper into any subject matter or area of life that you're curious about or confused by! For the Difference Making Tip, scan ahead to 17:27! You can learn more about Nick at CreateTailwind.com, Facebook, YouTube and LinkedIn. Thanks, as always for listening!  If you got some value and enjoyed the show, please leave us a review wherever you listen and subscribe as well.  You can learn more about us at MoneyAlignmentAcademy.com, Twitter, LinkedIn, Instagram, Pinterest, YouTube and Facebook or you'd like to be a guest on the show, contact George at Contact@GeorgeGrombacher.com.

Jim Oliver has quite the entrepreneurial journey. He owns 22 businesses. Yes, 22 businesses. Jim finds great talent and then overpays them. We spend most of our time on what is known as infinite banking. We dive into… - What infinite banking is - How it works to buy more cash flow producing assets - Cash Flow vs Savers You can follow Jim here at CreateTailwind.com and the Breakaway Wealth Podcast. Episode Resources Connect with Ryan Condie http://linkedin.com/in/ryancondie http://letsbuyabusiness.com/ https://forms.gle/RRcXpe3dK7pNGqv16 Jim's Website - www.createtailwind.com YouTube - https://www.youtube.com/channel/UCapodHWwvTZzkSsULCylieQ Breakaway Wealth Podcast: - https://podcasts.apple.com/us/podcast/breakaway-wealth-podcast/id1438575465 Sponsor: Live Oak Bank is a seasoned SMB lender providing SBA and conventional financing for search funds, independent sponsors, private equity firms, and individuals looking to acquire lower middle-market companies. www.liveoakbank.com Lisa Forrest - Lisa.forrest@liveoak.bank 10 Step Video series to Finding a Company to Buy - http://letsbuyabusiness.com/video Ryan Twitter - https://twitter.com/RyanPaulCondie 

Summary: What is infinite banking, and how can we use it to build wealth? Today, Jim Oliver comes on the podcast with me to discuss how you can utilize a money pool to buy cash flowing assets—this gives your money the potential to grow tax-free and to be accessible tax-free. This approach to infinite banking emphasizes financial freedom; if you are in control of the money, it's likely that you're also the one making it. Tune in to learn about some of the opportunities you could have through infinite banking, and get direct insight from Jim, the founder of CreateTailwind. Highlights: -How can you effectively be your own bank and finance your own cash-flowing projects? -We are using a money pool to buy cash flowing assets -Infinite banking has a lot to do with paying off debts, but in this case we are emphasizing financial freedom -Some people start with as little as $20k a year, and some start with millions -What are the administrative costs? There really aren't any because they use a special insurance contract that is designed for high cash value -The money can grow tax-free and is accessible tax-free -The money can be put to work very quickly -Creating velocity of money by using it over and over again -You are in control, and whoever is in control of the money makes the money Useful Links: Create Tailwind Financial Survival Network Breakaway Wealth Podcast

Harper Jones is an advocate for Infinite Banking and joined CreateTailwind as a strategist to teach people how to become their own bankers. One of his favorite books is Becoming Your Own Banker by Nelson Nash. This book led him to the world of the Infinite Banking Concept. Harper is located in Knoxville, TN, and invests in real estate where he focuses on wholesaling, flipping, and multi-family investments. He received a Finance Degree from the University of Tennessee, Knoxville. [00:01 – 05:11] Opening Segment I talk briefly about great values that await you in this episode Introduction to the guest for the episode, Harper Jones Harper's background   [05:12 – 23:23] Infinite Banking Harper goes over the Infinite banking concept Funding policy Appropriate Real Estate deals for the infinite banking strategy Term Life vs Whole Life insurance Policy loans [23:24 – 27:53] Closing Segment A quick break for our sponsors What is the best investment you've ever made other than your education? Building relationships and learning from other people's mistakes Harper's worst investment What is the most important lesson that you've learned in business and investing? Valuing relationships and trying to add value Connect with our Harper. See the links below.   Tweetable Quotes: “Relationships are the core of everything I do, and I think relationships are the core of a lot of things in life, not just business.” - Harper Jones “Pouring into relationships and trying to add value, more than the value you would take. That would really propel you in life and be around the right people.” - Harper Jones Resources Mentioned: Becoming Your Own Banker - Nelson Nash Life Insurance Efficiency Spectrum Killing Sacred Cows - Garrett Gunderson ------------ Connect with Harper, send him an email at harper@createtailwind.com, or visit https://createtailwind.com/ LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode or click here to listen to our previous episodes.

Harper is an advocate for Infinite Banking Concept (IBC) and joined CreateTailwind to coach people how to practice IBC using a specially designed whole life insurance policy(s). Becoming your own banker is an AND strategy - meaning you accumulate money in your money pool AND deploy it simultaneously. You get to leverage your money in two places – not to mention the additional benefits that come with utilizing this strategy. https://createtailwind.com/   Want to learn more about passive investing? Grab our FREE Course: https://www.passiveinvestorsclub.com/course Thank you and I appreciate you watching this video. Please like, subscribe, and share with others that you may find this valuable. Your comments are useful and help us generate better quality content based on your feedback.   Subscribe to my channel here:https://www.youtube.com/channel/UCb66-jA-WR4-LlJqp8Sn2wg?sub_confirmation=1   The Passive Investors Club is a community of like-minded individuals seeking financial freedom through passive investing in commercial real estate. More information about our club: https://www.passiveinvestorsclub.com Follow Me Online Here: Instagram: https://www.instagram.com/dwainelclarke/ Facebook: https://www.facebook.com/DwaineClarkeOfficial LinkedIn: https://www.linkedin.com/in/dwaineclarke/ Website: http://passiveinvestorsclub.com Twitter: http://twitter.com/dwaineclarke Medium: http://medium.com/@dwaineclarke SoundCloud: https://soundcloud.com/dwaineclarke Podcast: https://podcasts.apple.com/us/podcast/wealth-through-real-estate-investing/id1457606006 Spotify: https://open.spotify.com/show/7B2wIQyiMgrcEJoqBUJzRR

Harper Jones is an advocate for Infinite Banking and joined CreateTailwind as a strategist to teach people how to become their own bankers. One of his favorite books is Becoming Your Own Banker by Nelson Nash. This book led him to the world of the Infinite Banking Concept. Residing in Knoxville, TN, Harper invests in real estate where he focuses on wholesaling, flipping, and multi-family investments. [00:01 – 05:01] Opening SegmentGetting to Know Harper JonesHarper talks about his backgroundReal estate investing careerGetting into coachingHarper talks about his early transition to the real estate worldGetting into landlording[05:02 – 14:41] Self-storageTheir primary real estate investment focusWhen to bring in property managers in a self-storage propertyOptimizing their processesCost-segregation study on a self-storage unitGrowing and scaling their self-storage holdings[14:42 – 18:51] Infinite Banking ConceptThe Infinite Banking ConceptBecoming Your own bankerLife Insurance Efficiency Spectrum[18:52 – 22:03] Final Four SegmentHarper's advice to aspiring investorsFigure out your objectives and what you really want to accomplishHow he stays on top of his gameHis way to make the world a better placeHow to reach out to Harper – links belowFinal wordsTweetable Quotes:“Figure out your objectives and what you really want to accomplish. Figure it out, simplify it. Then find people that have accomplished that, and try to get around two or three people like them and just add whatever value you can. So you can be in their presence, their atmosphere, get connected and understand how they did it and you're gonna be able to do it much quicker.” - Harper JonesResources Mentioned: Life Insurance Efficiency Spectrum - CreateTailwindBecoming Your Own Banker - R. Nelson Nash------------------------------------------------------------------------------------------Connect with Harper, send him an email at harper@createtailwind.com Connect with me:I love helping others place money outside of traditional investments that both diversify strategy and provide solid predictable returns.Call: 901-500-6191FacebookLinkedInLike, subscribe, and leave us a review on Apple Podcasts, Spotify, Google Podcasts, or whatever platform you listen on. Thank you for tuning in! Email me --> sam@brickeninvestmentgroup.com

Today's episode with Harper Jones is a great one if you think you can't invest in real estate when you're younger - Harper has built a sizeable real estate business using creative financing and partnerships, all before the age of 23!Harper is located in Knoxville, TN, and invests in real estate where he focuses on wholesaling and multi-family investments. He prefers to get creative with real estate deals when possible. Alongside real estate, Harper is part of CreateTailwind as a strategist to teach people how to become their own banker. He teaches people how to utilize this strategy in their day to day life and with their investments. Show Notes:3:51 Harper shares his experience in door to door sales and how he learned programming to earn income on the side.5:37 We discuss how Harper utilized direct mail to start his wholesaling business, which led to his first multifamily acquisition.10:50 Harper shares his next few deals in college and how he structured his deals15:19 We discuss how Harper builds additional relationships through conversing with landlords and brokers. 22:28 Harper shares how a “personal approach” such as writing hand letters, door knocking, and calling landlords can help scale one's business. 25:30 Harper shares why he used a 6% preferred return, followed by a 50/50 GP/LP Split. 33:16 We discuss how age can be detrimental or advantageous to one's business and how age is more of a mental barrier than anything. 47:00 We talk about how stimulus checks and the current state of the economy will impact rent collections and the multifamily real estate market.49:30 Harper shares how he negotiated and used creative financing to acquire a motivated seller's full portfolio through a very sophisticated deal structure. 66:14 We discuss Harper's goal of closing more deals and stacking more capital over the next 6-12 months.68:25 Harper shares what he would do differently if he was restarting his real estate career.CONNECT WITH HARPER:His podcast about the Knoxville seller finance deal:Part 1 Overview: https://createtailwind.com/2020/04/21/harper-jones-the-crossroad-of-infinite-banking-and-real-estate/Youtube Video analyzing/reviewing the deal: https://www.youtube.com/watch?v=j3KqkkDblhshttps://www.linkedin.com/in/harperajones/harperajones@gmail.com CONNECT WITH AXEL:Follow him on InstagramDownload the Investor's Toolkit (investor pitch deck, cash flow calculator, scope of work template, and renovation checklist).

Today's episode with Harper Jones is a great one if you think you can't invest in real estate when you're younger - Harper has built a sizeable real estate business using creative financing and partnerships, all before the age of 23!Harper is located in Knoxville, TN, and invests in real estate where he focuses on wholesaling and multi-family investments. He prefers to get creative with real estate deals when possible. Alongside real estate, Harper is part of CreateTailwind as a strategist to teach people how to become their own banker. He teaches people how to utilize this strategy in their day to day life and with their investments. Show Notes:3:51 Harper shares his experience in door to door sales and how he learned programming to earn income on the side.5:37 We discuss how Harper utilized direct mail to start his wholesaling business, which led to his first multifamily acquisition.10:50 Harper shares his next few deals in college and how he structured his deals15:19 We discuss how Harper builds additional relationships through conversing with landlords and brokers. 22:28 Harper shares how a “personal approach” such as writing hand letters, door knocking, and calling landlords can help scale one's business. 25:30 Harper shares why he used a 6% preferred return, followed by a 50/50 GP/LP Split. 33:16 We discuss how age can be detrimental or advantageous to one's business and how age is more of a mental barrier than anything. 47:00 We talk about how stimulus checks and the current state of the economy will impact rent collections and the multifamily real estate market.49:30 Harper shares how he negotiated and used creative financing to acquire a motivated seller's full portfolio through a very sophisticated deal structure. 66:14 We discuss Harper's goal of closing more deals and stacking more capital over the next 6-12 months.68:25 Harper shares what he would do differently if he was restarting his real estate career.CONNECT WITH HARPER:His podcast about the Knoxville seller finance deal:Part 1 Overview: https://createtailwind.com/2020/04/21/harper-jones-the-crossroad-of-infinite-banking-and-real-estate/Youtube Video analyzing/reviewing the deal: https://www.youtube.com/watch?v=j3KqkkDblhshttps://www.linkedin.com/in/harperajones/harperajones@gmail.com CONNECT WITH AXEL:Follow him on InstagramDownload the Investor's Toolkit (investor pitch deck, cash flow calculator, scope of work template, and renovation checklist).

Jim Oliver founded CreateTailwind in 1988 in Denver, CO. Originally a full-service financial planning firm, Jim and his team weathered two major corrections on Wall Street and pivoted CreateTailwind's focus to building wealth beyond Wall Street. Teaching clients to create wealth without Wall Street brokers and financial planners took off. To most people, becoming their own banker was something they couldn't envision. Most people park their money in qualified plans or with... HouseDudesPodcast.com