Podcasts about infinite banking

QUICK TAKE #52 Infinite Banking & Long Term CareIn this Quick Take we consider Long Term Care; the risk, burden and opportunity of it. There's value in being proactive about providing for your lifestyle later in life and also protecting your legacy at the same time, through addressing Long Term Care. Want to know more about Long Term Care? Tune into the in-depth conversation I have with my good friend and colleague, Robin Washington: Part 1: https://youtu.be/4_d5VO_qZUQ?si=3QBoA-KtkegUIgIBPart 2: https://youtu.be/SQxT2whdnSM?si=vBLUwzxyST1-7KtE⚔️ LIVE & LEAVE A LASTING LEGACY

Reacting to Toby Mathis' video on '3 Ways to Be Your Own Bank', in particular, his presentation on infinite banking. Caleb Guilliams go through what he got right and what he got wrong as well as filling in the gaps for the areas his missed.Want a Life Insurance Policy? Go Here: https://bttr.ly/bw-yt-aa-clarity Want FREE Whole Life Insurance Resources & Education? Go Here: https://bttr.ly/yt-bw-vault0:00 - Intro 1:07 - Reaction begins3:21 - Tax free growth is wrong 5:32 - High commissions 8:56 - Grows at 10%? 13:14 - The death and living benefits of whole life insurance ______________________________________________ Learn More About BetterWealth: https://betterwealth.com====================DISCLAIMER: https://bttr.ly/aapolicy*This video is for entertainment purposes only and is not financial or legal advice.Financial Advice Disclaimer: All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

What if the key to financial freedom wasn't another retirement account… but a completely different way of thinking about money? In this episode of The Game On Girlfriend® Podcast, Sarah sits down with finance educator and founder Erica Neal to talk about infinite banking—a strategy that uses custom-designed life insurance policies to help you grow wealth, keep liquidity, and still protect your future.   What You'll Learn Erica shares her unfiltered story: from teen mom to Wall Street to building her own wealth management firm, centered on empowering financial education. The conversation dives into: What infinite banking actually is (and the myths that keep people nervous) How the wealthy use these policies for funding projects, reinvesting, and creating a legacy Why compounding interest and control matter more than flashy returns Erica's "buried vs. planted" concept—how to grow through challenging seasons   Episode Summary This isn't your typical financial advice episode. Erica breaks down exactly how infinite banking works with real numbers - you typically get 80% access to your money in year one, dollar-for-dollar by year four, and often more than you put in by year five thanks to compound growth. She tackles the biggest concerns head-on, like why those acquisition costs aren't actually problems, but rather smart, long-term moves. You'll hear how to use policy loans while your money keeps earning, why dividends from mutual insurance companies add extra returns, and how this fits with your other investments instead of replacing them. Erica's journey from Wall Street product-pusher to genuine wealth strategist shows what happens when you put clients first.   Related Episodes You Might Love Ep 287: The $68 Trillion Wealth Transfer: Why the Future of Money is Feminine https://sarahwalton.com/wealth-transfer-women/ Ep 230: "You Deserve the Money" with Bookkeeper Ashley Chamberlain https://sarahwalton.com/bookkeeping-for-women/  Ep 197: "Money Beliefs That Hold You Back from Making More" https://sarahwalton.com/money-beliefs/    Special gift from Erica Erica's Mini-Course: https://qeeg2iohufpl1toyi4os.app.clientclub.net/courses/offers/66984f35-cf26-4d4b-a1ce-e14435af046f  Discount Code: GAMEON   Connect with Guest Erica Neal Website: www.InfinityInvestmentStrategies.com IG: https://www.instagram.com/theericaneal/ LI: https://www.linkedin.com/in/theericaneal/  FB: https://www.facebook.com/TheEricaNeal YT: https://www.youtube.com/@theericaneal    About Erica Neal After earning her bachelor's degree in finance & economics, Erica began her career in finance by working for a large investment firm, learning the basics of running a financial practice but also becoming aware of large holes in the traditional financial planning process. Though she was able to obtain success & company recognition for her achievements, Erica knew there was a better way to build her clients' wealth. To provide more comprehensive strategies for her clients, Erica left the large box company to join a boutique, independent financial firm where her planning process transitioned from a narrow focus on rate of return to building efficient cash flow strategies and increasing income through alternative assets and the Infinite Banking Concept. In addition to expanding her financial planning methods, Erica also began to invest in real estate. Eventually, Erica and David White decided to merge their practices and open their own firm to focus on their passion…. cash flow strategy. Since co-launching Infinity Investment Strategies, Erica has continued to build her real estate portfolio as both a passive and active investor, acquire businesses, and provide resources on Infinite Banking education and services for investors. As an Authorized IBC Practitioner, Erica provides information and resources to investors and business owners about the power of the Infinite Banking Concept in their portfolio. As a speaker, Erica's expertise extends to the intersection of mindset and money, unraveling the barriers that hinder personal growth and prevent individuals from realizing their fullest potential and building wealth. Having become the "Go To" group for creative financial strategies and Infinite Banking, Erica continues to build her businesses and educate on "Real Money Truths", de-mystifying how to build wealth and helping others create a strategic plan for generational impact.   Free gift from Sarah Book a free 15-minute call to explore working together: https://app.acuityscheduling.com/schedule/60d4f7f6/appointment/52999780/calendar/909961?appointmentTypelds%5B%5D=52999800   Ready to shift from chasing to receiving in your business? Book your call with Sarah today and discover how The Abundance Academy can help you scale with soul, strategy, and sanity.   Work with Sarah Apply for The Abundance Academy group coaching program https://sarahwalton.com/abundance-academy/   Connect with Sarah Website: https://sarahwalton.com/ Instagram: https://www.instagram.com/thesarahwalton/ You can check out our podcast interviews on YouTube, too! http://bit.ly/YouTubeSWalton   Thank you so much for listening. I'm honored that you're here and would be grateful if you could leave a quick review on Apple Podcasts by clicking here, scrolling to the bottom, and clicking "Write a review." Then, we'll get to inspire even more people!   (If you're not sure how to leave a review, you can watch this quick tutorial.)   About Sarah Walton Sarah Walton is a business coach specializing in helping women entrepreneurs overcome internal barriers to success. With a background in trauma-informed coaching and nervous system regulation, she takes a holistic approach that addresses both mindset and tactical business skills. Featured on The Today Show and speaking at women's conferences worldwide, Sarah has helped hundreds of women build profitable, sustainable businesses aligned with their values while healing the deeper blocks that keep them playing small. She's the creator of The Money Mindset Course, The Abundance Academy, and Effortless Sales, and the host of the 5-star-rated Game On Girlfriend® Podcast, becoming the go-to source for women who want to build businesses that honor both their ambition and their nervous system's need for safety.

Join Hannah Kesler as she welcomes Dr. Annie Cole to discuss a powerful five-step framework for building lasting wealth.   In this episode, you'll discover practical strategies to strengthen your financial foundation and learn how Infinite Banking can transform the way you think about money.   Ready to start your Infinite Banking Concept journey? Watch our 90-minute presentation here: https://bit.ly/tmm-podcast-ppt.   Got Questions or Topic Ideas? Email us at podcast@themoneymultiplier.com.   Explore all our resources in one place: https://linktr.ee/themoneymultiplier.   Hannah: / hannah_kesler #TheMoneyMultiplier #FinanceTips #InfiniteBanking

Many famous people throughout history and currently today, use whole life insurance as part of their financial strategy to generate and protect their wealth. Its benefits have been praised and used by some of the most successful people in America... so why do some people dislike it so much? Is it because of the the perceived lack of flexibility? Do people today have a harder time thinking longterm? Have Insurance agents tainted the perception of good life insurance by selling bad insurance? Whatever the reason, there is a turning point happening. People are rediscovering Participating Whole Life Insurance and the incredible upside potential it offers to your financial porfoilio. Listen and discover about Whole Life Insurance and Infinite Banking

Visit our website:https://www.thewealthwarehousepodcast.com/This week, Dave and Paul bust a big myth about whole life: that premiums are rigid forever.They break down base (required) vs. PUA, Paid-Up Additions (flexible), why both buy death benefit, and how to use a floor-and-ceiling model to fund smart in tight months or boom years.You'll hear how dividends typically route to PUA, how to check extra LPUA room without triggering MEC, why loans don't “increase” growth, and how convertible term preserves future capacity as your income rises.Becoming Your Own Banker by Nelson Nash:https://infinitebanking.org/product/becoming-your-own-banker/ref/46/Episode Highlights:0:00 - Teaser & open3:06 - Premium flexibility myth6:19 - Base vs. PUA9:40 - Cash value = ownership10:59 - Dividends → PUA15:10 - Floor & ceiling funding16:37 - Year-two: pay base, drip PUA20:00 - Extra PUA + MEC check23:50 - Convertible term runway30:38 - Sign-offABOUT YOUR HOSTS:David Befort and Paul Fugere are the hosts of the Wealth Warehouse Podcast. David is the Founder/CEO of Max Performance Financial. He founded the company with the mission of educating people on the truths about money.David's mission is to show you how you can control your own money, earn guarantees, grow it tax-free, and maintain penalty-free access to it to leverage for opportunities that will provide passive income for the rest of your life.Paul, on the other hand, is an Active Duty U.S. Army officer who graduated from Norwich University in 2002 with a B.A. in History and again in 2012 with a M.A. in Diplomacy and International Terrorism. Paul met his wife Tammy at Norwich.As a family, they enjoy boating, traveling, sports, hunting, automobiles, and are self-proclaimed food people.Visit our website:https://www.thewealthwarehousepodcast.com/Catch up with David and Paul, visit the links below!Website: https://infinitebanking.org/agents/Fugere494 https://infinitebanking.org/agents/Befort399LinkedIn: https://www.linkedin.com/in/david-a-befort-jr-09663972/ https://www.linkedin.com/in/paul-fugere-762021b0/Email:davidandpaul@theibcguys.com

“Is Infinite Banking a sales tactic?” It's one of the first questions we hear—and it's a valid one. When I first encountered Infinite Banking, I wasn't looking for a new strategy. I was simply trying to find a better place to store cash. https://www.youtube.com/live/K00YrFJtIQE Like many families, Lucas and I were putting our savings into gold and silver. It felt like a smart move—until we needed liquidity. The value dropped. Selling took time. We lost money. That painful experience pushed us to rethink everything. We didn't just need a safe place to grow money. We needed control. Later, in a conversation with Becca, she described the same thing. Money flowing in and right back out—like a stream running through a field. Helpful, yes, but gone. Then she shared the image of a beaver building a dam—not to trap water, but to create an environment where it could thrive. Safe, sustainable, and self-reliant. That's exactly what Infinite Banking became for us. Not a product. Not a pitch. A system to store capital in a place we own, control, and can use. But the question remains:Is Infinite Banking just a life insurance sales tactic—or is it a tool to transform the way you use money for the rest of your life? Let's unpack the truth. Is Infinite Banking a Sales Tactic… or Something Deeper?The Truth Behind the Question: Is Infinite Banking a Sales Tactic?Infinite Banking Is Not About Life Insurance—It's About Solving a ProblemBehavior Over Products: Control Over ReturnsWhole Life Insurance Isn't the Point—It's Just the Best ToolWhy It Looks Like a Sales Pitch—and How to Spot the Real DealWhy This Matters to YouWant the Full Story? Listen to the PodcastBook A Strategy Call Is Infinite Banking a Sales Tactic… or Something Deeper? You may have heard that Infinite Banking is just a slick way to sell life insurance. On the surface, it might even look that way. There are illustrations, charts, and policies being pitched. And when the conversation starts with numbers on a page instead of the problem it solves, skepticism is healthy. But we're here to clear the fog. In this article, Bruce and I are going to unpack the truth behind this common misconception. You'll learn: What Infinite Banking really is (and isn't) Why life insurance is the best tool—but not the point How to recognize the difference between strategy and sales pitch And how to regain control of your financial life—starting now Let's dive in. The Truth Behind the Question: Is Infinite Banking a Sales Tactic? Infinite Banking Is Not About Life Insurance—It's About Solving a Problem The biggest myth we bust every week? That Infinite Banking is life insurance. It's not. It's a financial strategy—an operating system for your cash flow. One designed to solve a problem most people don't even realize they have: money flowing out of their control. You earn, you spend, and the dollars disappear—off to banks, lenders, and third parties. That's the problem. Nelson Nash, who founded the Infinite Banking Concept, said it best: "This is not a sales tool for life insurance agents." He knew the real goal was bigger—reclaiming the banking function in your life. If someone's only showing you a pile of cash value in a policy illustration without helping you understand the problem being solved—they're selling. But Infinite Banking, when properly understood, isn't about selling. It's about solving. Behavior Over Products: Control Over Returns Most financial conversations focus on numbers—rate of return, annual yield, projections. But Infinite Banking asks a different question:Who controls the capital? Because control changes everything. It's not about finding the highest return. It's about having the ability to access capital when you need it—without bank approval, without penalties, and without interrupting compound growth. That's why we say: don't be fooled by the visible.

The Interview Series #32 - Dan LangenbergIn this episode of the Interview Series I interview Dan Langenberg! Dan is a husband, father, a businessman, Austrian Economics enthusiast, Libertarian and is himself both on a personal and a professional journey of helping others to create financial independence through Infinite Banking. I hope you enjoy and learn!To connect with Dan, email: Longmountain35@gmail.com⚔️ “LIVE & LEAVE A LASTING LEGACY”

In this episode, that's Part 3 of a 3-part dividend series, James connects dividends to policy structure and long-term planning. He highlights how dividends affect taxation and growth, and shares Nelson Nash's perspective on why long-term thinking is essential to the Infinite Banking Concept®. As always, we hope you enjoy the episode and thank you for listening!Make sure to like and subscribe to join us weekly on the Banking With Life Podcast!━━━Become a client!➫ https://www.bankingwithlife.com/how-to-fast-track-becoming-your-own-bankerBuy Nelson Nash's 6.5 hour Seminar on DVD here:➫ https://www.bankingwithlife.com/product/the-5-part-6.5-hour-video-series-nelson-nash-recorded-live/(Call us at (817) 790-0405 or email us at myteam@bankingwithlife.com for a DISCOUNT CODE)Register for our free webinar to learn more about Infinite Banking...➫ https://www.bankingwithlife.com/getting-started-webinar━━━Implement the Infinite Banking Concept® with the Infinite Banking Starter Kit...The Starter Kit includes Becoming Your Own Banker by R. Nelson Nash and the Banking With Life DVD by James Neathery.It's the perfect primer for everyone interested in becoming their own banker.Buy your starter kit here:➫ https://www.bankingwithlife.com/product/becoming-your-own-banker-infinite-banking-concept-starter-kit-special-offer/━━━Learn more about James Neathery here:➫ https://bankingwithlife.com━━━Listen on your iPhone with Apple Podcasts:➫ https://podcasts.apple.com/us/podcast/banking-with-life-podcast/id1451730017Listen on your Android through Stitcher:➫ https://www.stitcher.com/podcast/bank...Listen on Soundcloud:➫ https://soundcloud.com/banking-with-life-podcast━━━Follow us on Facebook:➳ https://www.facebook.com/jamescneathery/━━━Disclaimer:All content on this site is for informational purposes only. The content shared is not intended to be a substitute for consultation with the appropriate professional. Opinions expressed herein are solely those of James C. Neathery & Associates, Inc., unless otherwise specifically cited. The data that is presented is believed to be from reliable sources and no representations are made by James C. Neathery & Associates, Inc. as to another party's informational accuracy or completeness. All information or ideas provided should be discussed in detail with your Adviser, Financial Planner, Tax Consultant, Attorney, Investment Adviser or the appropriate professional prior to taking any action.

EncycloMedia Series #34 Policy Grace, Lapse & SurrenderIn this installment we discuss the various types of status a policy may reach other than “active” and “in force”, such as the “grace” period, policy lapse and policy surrender. Resources Mentioned in the video:Non-Forfeiture Options - https://youtu.be/hdRSfeGB4JY?si=EDi8GAYAQmFR0nKbHappy learning!Welcome to our EncycloMedia Series!This series is dedicated to defining, classifying, and describing the particulars of Whole Life Insurance as the ideal asset to use for Infinite Banking as described by R. Nelson Nash in his book, Becoming Your Own Banker. ⚔️ LIVE & LEAVE A LASTING LEGACY

In this episode of the Wealth Wisdom Financial Podcast, host Brandon Neely welcomes “The Banking Bros” Jeremiah and Jonah, two real-life brothers bringing fresh perspective and family-rooted wisdom to the world of Infinite Banking.   The conversation traces their unique paths from traditional banking and ministry into becoming passionate advocates for the Infinite Banking Concept (IBC). Along the way, they explore how faith, family, and cultural context have shaped their financial philosophies.   Together, they unpack: Their journey from conventional careers into Infinite Banking Where they agree and disagree with financial voices like Dave Ramsey Why true financial independence is more about mindset and education than quick-fix products Lessons from history, like how A.G. Gaston used life insurance to fuel civil rights efforts The “three cup setup” teaching tool that makes IBC easy to understand How families can teach the next generation about money, abundance, and legacy   This isn't just another conversation about money, it's about ethics, stewardship, and creating a financial system that serves both families and communities.  

Albert Einstein famously said, "Imagination is more important than knowledge." This is because being able to be think outside the box allows you to move beyond what is known, and discover or create new things. Infinite Banking is an exercise in imagination. Infinite Banking allows you to use your money while it is still earning and growing. It allows you to recover money that would otherwise be lost paying interest to the banks. Using Infinite Banking allows you to get ahead in life. Listen to this episode to boost your imagination and help you use Infinite Banking better!  

Are you tired of watching your money sit in the bank, earning next to nothing? Learn how to escape the traditional banking trap and turn your life insurance into a system that grows your wealth while giving you access to cash whenever you need it.In today's conversation, the financial coaches discuss the practical application of the Infinite Banking Concept (IBC), showing how storing capital in dividend-paying life insurance policies can create a personal banking system that works for you, not against you. They share real-world examples of families and business owners using infinite banking to fund investments, pay off debt, and create sustainable financial freedom. If you're ready to take control of your money, eliminate your reliance on banks, and start building a system that supports your life and legacy, this episode gives you the blueprint to get started today.Top three things you will learn:-Why traditional banking can trap your money-How to turn active income into passive income -The tax and legacy benefits of infinite bankingDisclaimer: The opinions expressed on this podcast are solely those of the hosts and guests and do not constitute financial advice. Always consult a licensed professional for financial decisions.This episode is sponsored by a podcast show partner. We may receive compensation if you use links or services mentioned in this episode.The hosts may have a financial interest in the programs or services mentioned in this episode.

Key Takeaways Take back control of your money by becoming your own banker. Cashflow gives you freedom while savings alone keep you stuck. Your money should always be protected before you try to grow it. Keep your capital in places where you can actually use it. Build systems that create generational wealth and outlast you. Don't just follow financial advice blindly; learn how money really works. Episode Timeline [00:01:00] Mike sets the stage and introduces guest M.C. Laubscher, founder of Producers Wealth and host of the Cashflow Ninja podcast. [00:04:00] M.C. describes his background in South Africa, his passion for rugby, and how persistence shaped his mindset. [00:08:00] A deep dive into his first steps in real estate after being inspired by Rich Dad Poor Dad while traveling internationally. [00:12:00] M.C. shares the three-step wealth strategy he learned from legacy families: generate income, warehouse capital, and invest in real estate. [00:16:00] The launch of Producers Wealth and how the firm helps clients implement infinite banking principles. [00:17:00] The success story of Cashflow Ninja — with 8M+ downloads across 180 countries — and how it spread his message globally. [00:18:00] Breaking down infinite banking: why it's different from IRAs and 401(k)s, and how it gives full control of capital. [00:24:00] Final insights: who should consider infinite banking, how policy loans work, and why it's a powerful wealth-building system. Contact Website: Producers Wealth Podcast: Cashflow Ninja Free Book: Get Wealthy For Sure

Hannah Kesler sits down with Miranda Frickenstein to unpack the power of 100% bonus depreciation in real estate. Discover why land doesn't depreciate, but how improvements to real estate can create massive tax advantages. Whether you're building wealth through property or curious about how this ties into Infinite Banking, this conversation is packed with valuable insights. Start Your Journey to Financial Freedom – Watch our 90-minute presentation: https://bit.ly/tmm-podcast-ppt. Share Your Questions or Ideas – Email us at: podcast@themoneymultiplier.com. Explore More Tools & Resources – Visit: https://linktr.ee/themoneymultiplier. Hannah: / hannah_kesler #TheMoneyMultiplier #FinanceTips #InfiniteBanking

In this episode of the Wade Borth Podcast, Wade welcomes Michael Hession, fellow Nelson IBC practitioner, to share his personal journey into Infinite Banking. From running a marine canvas shop to experiencing the financial crash of 2008, Michael's story highlights the importance of building a strong foundation and controlling the banking function in your life. Together, Wade and Michael explore how Infinite Banking creates peace of mind, financial resilience, and the ability to turn debt into wealth for generations.   Episode Highlights [03:54] Understanding the significance of Infinite Banking Concept (IBC).   [07:23] Michael's early career and business journey.   [10:31] The impact of the 2008 financial crisis on Michael's finances.   [12:44] Transitioning to financial services post-bankruptcy.   [15:37] Discovering IBC and leaving the traditional financial industry.   [19:14] Empowering people through financial education and IBC.   [22:49] Importance of building financial foundations and saving habits.   [25:09] The misconception around rates of return versus peace of mind.   [30:39] The legacy potential of family banking systems.   [36:56] Liquidity and life insurance in business continuity.   [42:15] Discussion on the purpose and value of whole life insurance.   Episode Resources Connect with Wade Borth https://www.sagewealthstrategy.com/  wade@sagewealthstrategy.com  

Visit our website: https://www.thewealthwarehousepodcast.com/This week, Dave and Paul riff on a simple mantra with big financial consequences: “Do something today your future self will thank you for.” From the coffee-you-prepped-last-night to where you actually park your dollars, they lay out why liquidity and control beat being “paper wealthy.”They also cover compounding taxes, redirecting existing cash flow through premium (“put the premium in the middle”), and the reality that whole life's temporary loss of liquidity is measured in years, not decades like qualified plans.Becoming Your Own Banker by Nelson Nash: https://infinitebanking.org/product/becoming-your-own-banker/ref/46/Episode Highlights:0:00 - Teaser & show open1:04 - Episode beginning2:24 - Doing everything “right,” yet would-be liquidity is locked up5:07 - The red/green liquidity audit & net worth vs. spendable money6:31 - Life goals blocked by illiquidity7:35 - When banks set the terms, opportunities shrink8:31 - Policy loans = privatized lending9:23 - Priorities: kill 20% credit-card debt before chasing 6% returns10:22 - Rethinking mainstream money myths15:42 - Start your banking system: short-term liquidity tradeoff, “compound taxes”26:37 - Whole life vs. qualified plans, income streams29:30 - Episode wrap-upABOUT YOUR HOSTS:David Befort and Paul Fugere are the hosts of the Wealth Warehouse Podcast. David is the Founder/CEO of Max Performance Financial. He founded the company with the mission of educating people on the truths about money. David's mission is to show you how you can control your own money, earn guarantees, grow it tax-free, and maintain penalty-free access to it to leverage for opportunities that will provide passive income for the rest of your life. Paul, on the other hand, is an Active Duty U.S. Army officer who graduated from Norwich University in 2002 with a B.A. in History and again in 2012 with a MA in Diplomacy and International Terrorism. Paul met his wife Tammy at Norwich. As a family, they enjoy boating, traveling, sports, hunting, automobiles, and are self-proclaimed food people.Visit our website: https://www.thewealthwarehousepodcast.com/ Catch up with David and Paul, visit the links below! Website: https://infinitebanking.org/agents/Fugere494 https://infinitebanking.org/agents/Befort399 LinkedIn: https://www.linkedin.com/in/david-a-befort-jr-09663972/ https://www.linkedin.com/in/paul-fugere-762021b0/ Email: davidandpaul@theibcguys.com

It's not what you make, it's what you keep. In Episode 2, Curtis uncovers the five major ways you're likely transferring wealth away from your family—without realizing it. These aren't budget cuts or coupon tips. These are hidden leaks in your financial system that cost you tens (or hundreds) of thousands over time. Listen to learn how to spot and stop them, and why Infinite Banking is one of the most powerful ways to redirect wealth back into your control.   Highlights What a “wealth transfer” really is—and why it's often invisible The five most common wealth transfers that sabotage families and business owners How to identify leaks in your own financial strategy Where Infinite Banking and principle-based planning come into play   Links and Resources from this Episode https://www.practicalwealthadvisors.com https://www.practicalwealthsolutions.net/ Email Curtis for a free report - curtmay@gmail.com  Call his office - 610-622-3121 ERC Tax Credit - https://ercspecialists.com?fpr=curtis75 Schedule a call with Curtis: https://aptwithcurtis.as.me/Strategysession CashFlow Mapping: https://practicalwealth.cashflowmapping.com/lp/PWbudgetsstink  Special Listener Gift Schedule a 15-Minute Call with Curtis: https://aptwithcurtis.as.me/Strategysession   Review, Subscribe and Share If you like what you hear please leave a review by clicking here   Make sure you're subscribed to the podcast so you get the latest episodes. Click here to subscribe with Apple Podcasts  Click here to subscribe with Spotify Click here to subscribe with RSS  

Jesse W. Durham on The Money Advantage PodcastIn this video I got to sit down and talk with some living legends of Infinite Banking. Rachel Marshall and Bruce Wehner host a stellar channel and podcast, spanning hundreds of videos, called, The Money Advantage. Rachel Marshall is a wife, mother, author, Authorized Practitioner and professionally helps wealth creators build multi-generational wealth and leave a legacy of more than money. Bruce Wehner is a friend of Nelson Nash himself, has decades of experience in wealth creation, is on the Nelson Nash Institute council and has helped thousands of clients with their Infinite Banking. Both Rachel and Bruce are in the vanguard of the best Infinite Bankers and I appreciate knowing them and having the opportunity to talk with folks that I myself have learned from over the years. ⚔️ LIVE & LEAVE A LASTING LEGACY

We've all been taught to save money in a bank… but what if real wealth is built by actually becoming the bank? This episode dives into the concept of Infinite Banking, a powerful wealth strategy the ultra wealthy have used for decades to grow their money, protect their downside, and stay in control. You'll learn how this strategy flips the traditional financial system on its head and gives you the ability to access and grow your capital without relying on Wall Street. Joining us is Chris Naugle, a former pro snowboarder turned financial powerhouse, who went from broke and sleeping on his mom's couch to building 19 companies and managing tens of millions in assets. He breaks down how Infinite Banking gave him the leverage to escape the rat race and build lasting financial freedom. If you're tired of giving your power to banks and waiting until 65 to access your money, this episode will completely shift how you think about building wealth. Book your mentorship discovery call with Cory RESOURCES

If you're still judging what works based on what your neighbor did (or didn't do), this episode is for you. Mary Jo calls out the small-town mindset that keeps farmers stuck—from refusing to leave the county, to writing off ideas without understanding them. She dives into why it's dangerous to assume something "doesn't work" when you've never asked the right questions, never left your operation, and never learned what others across the country are doing differently. Whether it's grazing practices, estate planning, or Infinite Banking—it's time to stop sitting at the coffee shop and start expanding your thinking. Because if you want to grow, you've gotta go. Literally. Audio Production by Podsworth Media - https://podsworth.com 

In this episode, that's Part 2 of a 3-part dividend series, James discusses the different ways policyholders can use their dividends. He explains the available options, clears up common misconceptions, and shows why certain choices are more effective for long-term growth. As always, we hope you enjoy the episode and thank you for listening!Make sure to like and subscribe to join us weekly on the Banking With Life Podcast!━━━Become a client!➫ https://www.bankingwithlife.com/how-to-fast-track-becoming-your-own-bankerBuy Nelson Nash's 6.5 hour Seminar on DVD here:➫ https://www.bankingwithlife.com/product/the-5-part-6.5-hour-video-series-nelson-nash-recorded-live/(Call us at (817) 790-0405 or email us at myteam@bankingwithlife.com for a DISCOUNT CODE)Register for our free webinar to learn more about Infinite Banking...➫ https://www.bankingwithlife.com/getting-started-webinar━━━Implement the Infinite Banking Concept® with the Infinite Banking Starter Kit...The Starter Kit includes Becoming Your Own Banker by R. Nelson Nash and the Banking With Life DVD by James Neathery.It's the perfect primer for everyone interested in becoming their own banker.Buy your starter kit here:➫ https://www.bankingwithlife.com/product/becoming-your-own-banker-infinite-banking-concept-starter-kit-special-offer/━━━Learn more about James Neathery here:➫ https://bankingwithlife.com━━━Listen on your iPhone with Apple Podcasts:➫ https://podcasts.apple.com/us/podcast/banking-with-life-podcast/id1451730017Listen on your Android through Stitcher:➫ https://www.stitcher.com/podcast/bank...Listen on Soundcloud:➫ https://soundcloud.com/banking-with-life-podcast━━━Follow us on Facebook:➳ https://www.facebook.com/jamescneathery/━━━Disclaimer:All content on this site is for informational purposes only. The content shared is not intended to be a substitute for consultation with the appropriate professional. Opinions expressed herein are solely those of James C. Neathery & Associates, Inc., unless otherwise specifically cited. The data that is presented is believed to be from reliable sources and no representations are made by James C. Neathery & Associates, Inc. as to another party's informational accuracy or completeness. All information or ideas provided should be discussed in detail with your Adviser, Financial Planner, Tax Consultant, Attorney, Investment Adviser or the appropriate professional prior to taking any action.

In this episode, Chris sits down with Sarah Vohra, whose journey with Infinite Banking began at a surprisingly young age. Her story offers a fresh perspective on why teaching the next generation about IBC is so important. Sarah shares personal success stories and lessons learned along the way — and at only 27, she's already […] The post Interview with Sarah Vohra appeared first on Life Success Legacy.

In this episode of Cashflow Legendz, we're tackling what they don't teach you in school about money: how to break free from the traditional savings trap and create your own financial system using the Infinite Banking Concept. What if I told you that you could stop relying on traditional banks, stop paying high interest on credit cards, and make your money work for you instead of the other way around? That's exactly what we're diving into today. We'll cover: Why traditional savings accounts and 401(k)s keep you from being in control. How to redirect just 10% of your income into a specially designed whole life insurance policy. Why whole life insurance can serve as your own personal bank, offering guaranteed growth, dividends, and control. The power of “dumping” extra cash into your policy to maximize compounding. How to borrow against your policy to pay off debt, invest, or cover expenses—while your money continues to grow. Why repaying loans to yourself creates a system where you're making money twice. Whether paying off your mortgage early with your policy makes sense for your long-term wealth strategy. By the end of this episode, you'll see how Infinite Banking can give you control, flexibility, and the power to build real financial freedom. It's time to stop following the traditional playbook and start creating a system that works for you.   cashflowlegendz.com/ https://bethebank.krtra.com/t/q1ErFkvwM3rK

The Money Memo SeriesMoney Memo #1: Get Out of Debt - Infinite Banking or NOT!In this Money Memo the message is that if YOU don't get out of debt, you won't get OUT of debt. Most people spend all they earn.Most people go in debt, stay in debt and show their children how to be debt slaves without even paying attention to it. You don't have to be like most people. You can't even optimize your situation by starting a whole life policy for Infinite Banking if you don't get out of debt and stay out of debt. Whose dreams do you want to build anyway?RESOURCES:Here's our story of paying off TENS of thousands of dollars with Infinite Banking!https://bit.ly/GetOutOfDebtWithInfiniteBanking⚔️ LIVE & LEAVE A LASTING LEGACY

Scott Carpenter turned six failing gyms into a multi-million dollar fitness business and he did it without competing on price or workouts. His secret? Selling transformation, not just training, and building a model that keeps clients committed for years. In this episode, he pulls back the curtain on the high-ticket sales systems, mentorship approach, and retention strategies that gym owners can put into play right now. You'll see exactly how to position $2K–$10K memberships, deliver results in the “165 hours” outside your gym, and use price to filter for the most committed clients. Scott also shares the wealth-building strategy that grows your money while you grow your gym, plus the leadership safeguards every owner needs to protect their business. If you're ready to raise your prices, grow your profit, and build a gym that runs on purpose, this conversation is your blueprint. Chapters (00:00) Introduction (01:45) From Financial Collapse to 6 Gyms (05:02) Mentorship vs. Coaching (09:11) Selling High-Ticket Fitness Programs (13:26) Why Real Results Happen Outside the Gym (17:39) Retention Through Renewals & Alumni (22:47) Using Price to Filter Clients (27:04) Infinite Banking for Gym Owners (33:18) Why Every Gym Needs Safeguards (38:42) Building a Committed Gym Community Ready to GROW your GYM? Schedule a free call to learn how we can help: https://loudrumor.com/discover Get Mike's Book... The Standard Is You: The Gym Employee's Guide to Winning in Work, Life, and Leadership: https://a.co/d/atZ70dA More From Scott Carpenter Private Coaching: https://www.coachscottcarpenter.com/optin1646855122217 Website: https://theprofitlifestyle.com/ Facebook: https://www.facebook.com/scott.carpenter.16718 Instagram: https://www.instagram.com/coachscottcarpenter/ More From Loud Rumor Website: https://www.loudrumor.com/ Instagram: https://www.instagram.com/loudrumor LinkedIn: http://www.linkedin.com/company/loud-rumor Facebook: https://www.facebook.com/boom.loudrumor Twitter: https://twitter.com/LoudRumor

If you are ready to take control of your financial future, Infinite Banking with The Money Multiplier can help you understand how to make your money work harder for you.   This concept is not about quick wins or short-term gains.   It is a long-term process designed to build lasting wealth, create financial security, and give you control over your cash flow.   To begin your journey, watch the full presentation at https://bit.ly/tmm-podcast-ppt, send your questions to podcast@themoneymultiplier.com, and explore more resources at https://linktr.ee/themoneymultiplier.   Hannah:    / hannah_kesler   #TheMoneyMultiplier #FinanceTips #InfiniteBanking

Velocity banking is a strategy where you use a line of credit as your primary account and use lump sums to pay off a loan, usually a mortgage. The idea behind this is that using a line of credit will help you use your cash flow and extra money to cover your expenses but also go toward paying off your mortgage. Most often the velocity banking strategy utilizes a Home Equity Line of Credit (HELOC) We look at the numbers and the pros and cons of using this type of strategy to pay down your mortgage. The results are quite interesting. We discuss and compare results on this episode here.  More on Velocity Banking here: https://mcfieinsurance.com/velocity-banking-comes-to-a-screeching-halt-for-many/  

Labor Day might be about rest, but in the basement, we're getting to work on busting some of the most persistent myths in personal finance. Joe Saul-Sehy and OG welcome insurance pro Tony Steuer to unpack the shiny marketing around infinite banking and velocity banking. Spoiler: sometimes “be your own bank” really means “make your insurer rich.” From permanent life insurance pitfalls to the real math behind these strategies, Tony helps separate clever sales pitches from solid financial planning. Then we shift gears to a conversation every parent, grandparent, and future gift-giver will love. Renowned financial journalist Chuck Jaffe joins the crew, fresh from becoming a grandfather, to share how he's setting his new grandchild up for a strong financial future. Think stock portfolios for toddlers, early Roth IRA strategies, and simple systems that keep family generosity from getting lost in the shuffle. His practical, battle-tested tips will have you thinking differently about the best ways to give kids a head start. Whether you're looking to avoid costly detours or create generational wealth, this episode is equal parts cautionary tale and inspiration. You'll walk away ready to dodge financial traps, build smarter for the next generation, and maybe even rethink your own long-term giving plans. Why infinite and velocity banking aren't the slam-dunk solutions they're often sold as How to spot the red flags in permanent life insurance pitches Smart, tax-efficient ways to save for children and grandchildren Creative strategies for gifting assets that grow with the child The importance of balancing generosity with your own long-term goals Ideas to Ponder During Today's Episode Have you ever been pitched an “innovative” financial strategy that didn't feel quite right? What tipped you off? What's the most meaningful financial gift you've ever given—or received—as a child? If you could give one piece of financial wisdom to the next generation, what would it be? FULL SHOW NOTES: https://stackingbenjamins.com/permament-life-insurance-and-growing-your-money-1729 Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at https://www.stackingbenjamins.com/201 Enjoy! Learn more about your ad choices. Visit podcastchoices.com/adchoices

Visit our website: https://www.thewealthwarehousepodcast.com/Welcome back to another episode of Wealth Warehouse!Welcome back to another addition of Wealth Warehouse – in this week's special episode, you get yet another sneak peek into the IBC webinar that Dave and Paul run each and every month.In this month's webinar, Dave dives into policy design and what it looks like to actually run your policy in year 1, year 2 and beyond. What will it look like? Additionally, from the other webinar members, Dave and Paul field questions on policies and divorces, what a “big expense” counts as and much more!Becoming Your Own Banker by Nelson Nash: https://infinitebanking.org/product/becoming-your-own-banker/ref/46/Episode Highlights:0:00 - Teaser1:51 - Episode beginning3:15 - Capturing big annual expenses7:37 - Diving into policy design13:13 - Year 1 of your policy15:55 - End of Year 116:57 - Year 219:05 - Year 325:45 - Other expenses32:05 - “What about loan interest?”34:25 - Looking at everyday purchases/expenses43:18 - Policies and divorces48:29 - Starting a policy for debt consolidation50:59 - Best way to introduce IBC to your friends/family56:43 - What financial advisors tell you about 401k1:00:54 - Episode wrap-upABOUT YOUR HOSTS:David Befort and Paul Fugere are the hosts of the Wealth Warehouse Podcast. David is the Founder/CEO of Max Performance Financial. He founded the company with the mission of educating people on the truths about money. David's mission is to show you how you can control your own money, earn guarantees, grow it tax-free, and maintain penalty-free access to it to leverage for opportunities that will provide passive income for the rest of your life. Paul, on the other hand, is an Active Duty U.S. Army officer who graduated from Norwich University in 2002 with a B.A. in History and again in 2012 with a MA in Diplomacy and International Terrorism. Paul met his wife Tammy at Norwich. As a family, they enjoy boating, traveling, sports, hunting, automobiles, and are self-proclaimed food people.Visit our website: https://www.thewealthwarehousepodcast.com/ Catch up with David and Paul, visit the links below! Website: https://infinitebanking.org/agents/Fugere494 https://infinitebanking.org/agents/Befort399 LinkedIn: https://www.linkedin.com/in/david-a-befort-jr-09663972/ https://www.linkedin.com/in/paul-fugere-762021b0/ Email: davidandpaul@theibcguys.com

How a Campfire Call Sparked a Financial Movement It started with a campfire. Lucas and I were out camping when I made a phone call that would unknowingly change the course of our lives and the lives of thousands of families:“Bruce, want to start a podcast?” https://www.youtube.com/live/GKrk_LOMwI4 As we looked back over the years, a theme emerged. The conversations that mattered most weren't about rates of return, product comparisons, or clever tax tricks. That single conversation planted the seed for what is now 400 episodes of The Money Advantage Podcast—a platform that's helped people understand how to take control of their financial lives through Infinite Banking and smart stewardship. We had no idea what it would become, but we knew we were called to do more than just manage money. We were building a mission. And here we are today, looking back on eight years of podcasting, thousands of conversations, and one shared belief: You are your greatest financial asset. How a Campfire Call Sparked a Financial MovementA Look Back: Why 400 Episodes MatterThe Power of Podcasting: Why We Started and What It's DoneFinancial Influence Starts with CharacterJeff's Story: It's Not About Life Insurance—It's About BankingWhy You're Always Borrowing—Whether You Realize It or NotSimplicity Over Complexity: Becca's InsightLucas's Principle: Save Before You InvestBruce's Wisdom: Behavior Beats DesignRachel's Realization: It's Not Just About the MoneyWhat This Episode Really Taught UsReady to Learn the Top Lessons About Wealth, Legacy, and Serving Families?Book A Strategy Call A Look Back: Why 400 Episodes Matter You're constantly being sold financial products—mutual funds, IRAs, 401(k)s, high-yield savings accounts. But what if the real question isn't “What should I invest in?” but “How do I control my money?” That's where Infinite Banking comes in. In this blog (and podcast), Bruce and I are reflecting on the top lessons about wealth, legacy, and serving families that we've learned after 400 episodes. We'll cover: Why saving before investing matters more than flashy returns What really makes Infinite Banking work (hint: it's not just the policy) The difference between debt and liability How to build a family-centered financial system that creates freedom for generations This isn't just about strategies—it's about empowering you to think differently, behave differently, and lead your family with clarity. The Power of Podcasting: Why We Started and What It's Done We didn't start podcasting to build a platform. We started to create a space for truth in finance—real conversations without the fluff. From day one, we set out to talk to you like a friend who's learned the hard lessons, found a better way, and wants you to have access to it too. Podcasting gave us the ability to educate, build trust, and invite people into the deeper work of financial stewardship—not just financial performance. Financial Influence Starts with Character Bruce hit the nail on the head: “High competence without high character is dangerous.” It's not enough to be an expert. You've got to care more about helping people than making a sale. That's the standard we've held ourselves to—and what we believe every financial guide should strive for. If you're listening to someone online or in your life, ask yourself:Do they have both competence and character? Are they searching for truth or just selling a tactic? Jeff's Story: It's Not About Life Insurance—It's About Banking When Jeff Jessee joined our team, we got more than a brilliant mind—we got someone who sees money like a game. And he's right: life is a financial game, and banking is the rulebook. Jeff was already successful in the traditional financial world. But after reading Becoming Your Own Banker—twice in one night—he saw the problem: most people focus on products instead of systems. He said it best:

EncycloMedia Series #33 Guaranteed Insurability RiderIn this installment we discuss the ability to secure additional insurance now, for in the future. This rider provides for a significant addition to protection and bankability to a whole life insurance policy for those of us implementing Infinite Banking!You should understand this option. Happy learning!Welcome to our EncycloMedia Series!This series is dedicated to defining, classifying, and describing the particulars of Whole Life Insurance as the ideal asset to use for Infinite Banking as described by R. Nelson Nash in his book, Becoming Your Own Banker. ⚔️ LIVE & LEAVE A LASTING LEGACY

Caleb Guilliams reacts to a viral infinite banking video from Ben Oberg that describes how he uses high early cash value life insurance to invest, pay zero taxes, and receive 10% interest from his policy alone. Caleb breaks down all the false information in this video and shows how these policies actually perform. Want a Life Insurance Policy? Go Here: https://bttr.ly/bw-yt-aa-clarity Want FREE Whole Life Insurance Resources & Education? Go Here: https://bttr.ly/yt-bw-vaultWant Us To Review Your Life Insurance Policy? Click Here: https://bttr.ly/yt-policy-review______________________________________________ Learn More About BetterWealth: https://betterwealth.com====================DISCLAIMER: https://bttr.ly/aapolicy*This video is for entertainment purposes only and is not financial or legal advice.Financial Advice Disclaimer: All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

In this episode, that's Part 1 of a 3-part dividend series, James explains the basics of dividends in whole life insurance. He walks through how mutual companies differ from stock companies, what it means to share in a company's financial results, and why dividends matter when practicing the Infinite Banking Concept®. As always, we hope you enjoy the episode and thank you for listening!Make sure to like and subscribe to join us weekly on the Banking With Life Podcast!━━━Become a client!➫ https://www.bankingwithlife.com/how-to-fast-track-becoming-your-own-bankerBuy Nelson Nash's 6.5 hour Seminar on DVD here:➫ https://www.bankingwithlife.com/product/the-5-part-6.5-hour-video-series-nelson-nash-recorded-live/(Call us at (817) 790-0405 or email us at myteam@bankingwithlife.com for a DISCOUNT CODE)Register for our free webinar to learn more about Infinite Banking...➫ https://www.bankingwithlife.com/getting-started-webinar━━━Implement the Infinite Banking Concept® with the Infinite Banking Starter Kit...The Starter Kit includes Becoming Your Own Banker by R. Nelson Nash and the Banking With Life DVD by James Neathery.It's the perfect primer for everyone interested in becoming their own banker.Buy your starter kit here:➫ https://www.bankingwithlife.com/product/becoming-your-own-banker-infinite-banking-concept-starter-kit-special-offer/━━━Learn more about James Neathery here:➫ https://bankingwithlife.com━━━Listen on your iPhone with Apple Podcasts:➫ https://podcasts.apple.com/us/podcast/banking-with-life-podcast/id1451730017Listen on your Android through Stitcher:➫ https://www.stitcher.com/podcast/bank...Listen on Soundcloud:➫ https://soundcloud.com/banking-with-life-podcast━━━Follow us on Facebook:➳ https://www.facebook.com/jamescneathery/━━━Disclaimer:All content on this site is for informational purposes only. The content shared is not intended to be a substitute for consultation with the appropriate professional. Opinions expressed herein are solely those of James C. Neathery & Associates, Inc., unless otherwise specifically cited. The data that is presented is believed to be from reliable sources and no representations are made by James C. Neathery & Associates, Inc. as to another party's informational accuracy or completeness. All information or ideas provided should be discussed in detail with your Adviser, Financial Planner, Tax Consultant, Attorney, Investment Adviser or the appropriate professional prior to taking any action.

  In this episode of the Real Estate Pros Podcast, Brent Kesler, known as the Money Multiplier, shares his journey from being a chiropractor to teaching the Infinite Banking Concept. He explains how he was able to pay off nearly a million dollars in debt in just over three years by implementing a simple financial strategy. Brent emphasizes the importance of understanding money as a means of exchange and introduces the concept of using whole life insurance as a tool for wealth building. He provides practical examples of how this method can be applied to various purchases, including real estate, and encourages listeners to explore this paradigm shift in financial thinking.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

Ready to take a deep dive and learn how to generate personal tax-free cash flow from your corporation? Enroll in our FREE masterclass here and book a call hereWhat do you do when you're doing everything “right” financially for your Canadian retirement—yet something still feels off?Ryan is a disciplined, high-earning young professional who's bought real estate, maxed investment accounts, and avoided lifestyle creep—yet he's starting to wonder if his current approach is really setting him up for long-term financial flexibility and freedom. Like many Canadians, he's wrestling with hidden inefficiencies, unclear next steps, and questions about how to truly optimize what he's already built. Whether it's poor product design, overexposure to equities, or cash sitting idle, this episode uncovers where even smart strategies can fall short.You'll discover:How to rethink emergency funds and idle capital as tools for opportunity, not just securityWhy portfolio structure—not just growth—matters for future retirement planning flexibility and tax efficiencyWhat makes a high early cash value life insurance policy a powerful wealth planning asset (and how to avoid poor designs)If you've been curious about high early cash value participating whole life insurance, this episode breaks down how it can function as both a safety net and a strategic asset. We also explore how infinite banking whole life insurance can be layered into a broader retirement plan, complementing traditional vehicles like RRSPs—especially for those with growing incomes and defined contribution pensions. It's all about balancing liquidity, tax efficiency, and future opportunity.Press play to learn how to fine-tune your financial foundation into a system that's resilient, accessible, and built for the long haul.Discover which phase of wealth creation you are in. Take our quick assessment and you'll receive a custom wealth-building pathway that matches your phase and learn our CRA compliant tax optimized strategies. Take that assessment here.Canadian Wealth Secrets Show Notes Page:Consider reaching out to Kyle…taking a salary with a goal of stuffing RRSPs;…investing inside your corporation without a passive income tax minimization strategy;…letting a large sum of liquid assets sit in low interest earning savings accounts;…investing corporate dollars into GICs, dividend stocks/funds, or other investments attracting cordporate passive income taxes at greater than 50%; or,…wondering whether your current corporate wealth management strategy is optimal for your speReady to connect? Text us your comment including your phone number for a response!Canadian Wealth Secrets is an informative podcast that digs into the intricacies of building a robust portfolio, maximizing dividend returns, the nuances of real estate investment, and the complexities of business finance, while offering expert advice on wealth management, navigating capital gains tax, and understanding the role of financial institutions in personal finance.

In this special episode of Cashflow Legendz, Nate and Brandon share a full-circle moment in their Infinite Banking journey. What began years ago with reading Nelson Nash's work and striving to understand what it truly means to “be your own banker” has now led to an invitation as guests on the official podcast of the Nelson Nash Institute. You'll hear their heartfelt conversation, filled with personal stories, key lessons, and the principles that have shaped not only how they teach and serve clients, but also how they live their own lives. This is more than just an interview—it's a reflection on the life-changing impact of Infinite Banking when you fully grasp and apply its truths. Grab your coffee, tune in, and join Nate and Brandon as they share why Nelson Nash's wisdom continues to inspire their mission and message today.  

The Round Table Series #11: Dealing with Underwriting - Part 2In this council of The Round Table we discuss aspects of navigating through the underwriting process of getting whole life insurance for the purpose of Infinite Banking; both personally and helping clients professionally. To connect with Joe, go to www.10thstreetcapital.comTo connect with Tom, go to www.perennialpride.com To connect with Tricia, go to: www.buildsmartmoney.com or Email IBCTricia@gmail.comTo connect with Bill & Kate, go to: CreatingWealthfromLife.comBill 954.232.2191Kate 954.937.5543Office 561.571.5360To connect with Jdew, go to thebankingbros.comI hope you enjoy and learn!⚔️ “LIVE & LEAVE A LASTING LEGACY”

Richard Canfield breaks down infinite banking, family wealth systems, and why mindset—not money—is the foundation of generational wealth.In this episode of RealDealChat, Jack sits down with Richard Canfield of CashFollows.com to dive deep into infinite banking, family banking meetings, and how to create true generational wealth that lasts.Richard shares insights from his latest books—including Don't Spread the Wealth and Diapers to Dollars—and explains why legacy isn't just about money, but the knowledge, systems, and mindset we pass down.Here's what we cover:The infinite banking concept explained in plain EnglishHow to set up family banking meetings that actually workWhy most “generational wealth” disappears within 3 generationsReal-world client examples of using infinite bankingHow to leverage dividend-paying whole life insurance as a financial toolWhy mindset matters more than policies or advisorsTeaching kids and teens about money early through family systemsThe Kolbe Index and how it helps real estate partners avoid conflictIf you've ever been curious about infinite banking—or how to truly build a legacy beyond dollars—this conversation delivers clarity, strategies, and real-world application.

In this episode, Krisstina and Richard Canfield — an Infinite Banking practitioner and long-time student of Nelson Nash — dive into the philosophy behind Becoming Your Own Banker and why it reshaped both of their lives. Richard shares how a $20 book gave him a better financial education than $40,000 worth of real estate and personal finance seminars, and why Infinite Banking is about more than insurance policies; it's about behavior, mindset, and creating a family system of wealth.Together, they discuss the difference between tax strategy and tax prep, how to rethink “capital” as the foundation of wealth creation, and why payments never end — but you can choose whether to make them to a bank or back into your own family system. Richard also explains how he teaches clients to hold “family banking meetings,” passing down not just money but the values and habits that ensure wealth lasts for generations.If you've ever felt constrained by traditional banks, frustrated with debt, or unsure how to secure your financial legacy, this conversation offers a radically different way of thinking about money — one that could change your life and your family's future.Links & ResourcesBecoming Your Own Banker – Nelson Nash: https://amzn.to/4fVbwIoCash Follows the Leader by Richard Canfield & Jason Lowe: https://amzn.to/3JF4T0VDon't Spread the Wealth by Richard Canfield & Jason Lowe: https://amzn.to/47l8PhnWhat They Talked About3:40 – Krisstina's introduction to Infinite Banking through Becoming Your Own Banker6:45 – Richard's first copy of Nash's book and why he still re-reads it today12:00 – Why this $20 book was more valuable than $40,000 of financial seminars18:30 – Nelson Nash's philosophy: "It's all about how you think"26:00 – The connection between Austrian economics and Infinite Banking33:00 – Understanding capital and why payments never end45:00 – Becoming your own banker vs. Infinite Banking as a family system50:00 – How to host family banking meetings and pass wealth values down generations Subscribe & ShareIf you enjoyed this episode, please subscribe, rate, and review — and share it with someone who needs to hear Richard Canfield's message of financial freedom.

In this episode of Breakaway Wealth, Jim is joined by Blair Gatchell of Breva.ai to discuss how business owners can use artificial intelligence to make better acquisition and management decisions. They examine how replacing gut instinct with real-time analytics can reduce risk, improve cash flow, and create a sustainable framework for growth. 3 Key Takeaways: The Value of a Defined Process – A clear, repeatable process for evaluating and acquiring businesses creates consistency and reduces reliance on intuition. AI as a Decision-Making Tool – Artificial intelligence can assess financial health, identify risks, and surface opportunities faster and more accurately than manual analysis. Post-Acquisition Performance – Technology can help monitor cash flow, measure operational health, and keep managers accountable long after the deal closes. Business ownership requires more than vision—it demands a system for making informed, fact-based decisions. The right tools can help owners identify the best opportunities, manage them effectively, and expand without sacrificing control. Connect with Blair Gatchel: Linkedin: www.linkedin.com/in/blairgatchel/ Website www.breva.ai

Watch the PIOS https://infinitewealthconsultants.com/pios Book a call to see if we can help you achieve your goals in less time with less risk:  http://bit.ly/iwc15podcast What if you could build passive income, break free from Wall Street, and take control of your financial future? Find out how a powerful merger is making this a reality for thousands! In this exciting episode, hosts Cameron Christiansen and Anthony Faso reveal their big partnership announcement with Wealth Without Wall Street. They dive into the future of wealth-building strategies, including how this collaboration will unlock exclusive resources for current clients and empower all listeners. Joining them is Russ Morgan, co-founder of Wealth Without Wall Street, who shares his journey from Wall Street to a financial freedom advocate. Russ discusses the power of community, the importance of passive income, and why the merger between Infinite Wealth and Wealth Without Wall Street is a game-changer.  Whether you're seeking financial freedom or want to dive deeper into the world of passive income, this episode will leave you with a clear path to build wealth beyond the traditional systems. Take the first step towards financial freedom today!   In This Episode: - Introduction to the partnership with Wealth Without Wall Street - Russ Morgan's journey from Wall Street to financial freedom - What prompted these two titans to join forces? - Benefits of joining the IBC community of over 10,000 like-minded investors - Insights on the Passive Income Lab and creating income streams - The ultimate goal for Infinite Wealth x Wealth Without Wall Street   Resources:  - Passive Income Operating System - https://infinitewealthconsultants.com/pios - Join the Infinite Wealth Study Group - https://www.facebook.com/share/g/qC3sAWg6PhHYpRAs/  - Check our Online Course - https://infinitewealthcourse.com/home - Buy Becoming Your Own Banker by R. Nelson Nash - http://bit.ly/BYOBbookIWC   Connect with Russ Morgan: - Website - https://www.wealthwithoutwallstreet.com/ - LinkedIn - https://www.linkedin.com/in/russ-morgan-72595519/   Connect with Anthony or Cameron: - Website - https://infinitewealthcourse.com/home - Instagram - https://www.instagram.com/infinitewealthconsultants/   Disclaimer: The opinions expressed on this podcast are solely those of the hosts and guests and do not constitute financial advice. Always consult a licensed professional for financial decisions. This episode is sponsored by a podcast show partner. We may receive compensation if you use links or services mentioned in this episode. The hosts may have a financial interest in the programs or services mentioned in this episode.

Debt can feel overwhelming—but there's a way out. In this episode of the Private Banking Strategies Podcast, Vance Lowe and Seth Hicks, Esq. share a powerful strategy to eliminate debt the smart way while creating long-term financial freedom. Learn how Infinite Banking not only helps you pay off debt faster but also builds the habits and … Continue reading Take Charge of Your Debt – Accelerate Your Repayment Journey Today | Episode 130 →

Infinite Banking allows you to access your money while it grows.  Unlike a 401k, IRA or other retirement accounts, with infinite banking you don't have to lock away your money until retirement age. You can use your money throughout your life, while its growing. This provides huge benefits and allows you to grow your money with investments outside of infinite banking, while earning an internal rate of return. Using IBC, our son and his wife were able to purchase their first home without getting a bank loan. Other clients of ours have used their Infinite Banking to finance vehicles, pay off high interest debt and invest. We share some of these stories on todays episode.   Go here to get the Infinite Banking Made Simple Binder for free: https://mcfieinsurance.com/  Follow the Wealth Talks Podcast on: Instagram: https://www.instagram.com/wealthtalkspodcast/?utm_source=ig_web_button_share_sheet&igshid=OGQ5ZDc2ODk2ZA== Facebook: https://www.facebook.com/profile.php?id=61554798231074 Watch the Wealth Talks Podcast on: YouTube: https://www.youtube.com/@wealth-talks-podcast

Visit our website: https://www.thewealthwarehousepodcast.com/Welcome back to another episode of Wealth Warehouse!In this week's episode, Dave and Paul take a look at the central theme of the poem, “The Road Not Taken”, by Robert Frost – and why it's the perfect analog for IBC and controlling the banking function in your life.Additionally, the guys explore what control actually gets you, how you're able to not only “see” new opportunities, but also take part in them – to build your wealth and your family's for generations to come – and as Dave will explain: why you need to care about more money (and not just for yourself)Becoming Your Own Banker by Nelson Nash: https://infinitebanking.org/product/becoming-your-own-banker/ref/46/Episode Highlights:0:00 - Introduction1:16 - Episode beginning3:41 - “The Road Not Taken”10:49 - The unseen, and how “they” make it easy17:22 - What's the road ‘not taken' look like?25:24 - Controlling your own capital30:53 - Building your wealth (for others)34:44 - Closing thoughtsABOUT YOUR HOSTS:David Befort and Paul Fugere are the hosts of the Wealth Warehouse Podcast. David is the Founder/CEO of Max Performance Financial. He founded the company with the mission of educating people on the truths about money. David's mission is to show you how you can control your own money, earn guarantees, grow it tax-free, and maintain penalty-free access to it to leverage for opportunities that will provide passive income for the rest of your life. Paul, on the other hand, is an Active Duty U.S. Army officer who graduated from Norwich University in 2002 with a B.A. in History and again in 2012 with a MA in Diplomacy and International Terrorism. Paul met his wife Tammy at Norwich. As a family, they enjoy boating, traveling, sports, hunting, automobiles, and are self-proclaimed food people.Visit our website: https://www.thewealthwarehousepodcast.com/ Catch up with David and Paul, visit the links below! Website: https://infinitebanking.org/agents/Fugere494 https://infinitebanking.org/agents/Befort399 LinkedIn: https://www.linkedin.com/in/david-a-befort-jr-09663972/ https://www.linkedin.com/in/paul-fugere-762021b0/ Email: davidandpaul@theibcguys.com

A friend called and said four words that changed the trajectory of a young family's finances: Becoming Your Own Banker. At that moment, Jesse Durham was a former cop turned Spanish teacher in North Carolina. New baby. Second on the way. About $50,000 of debt. A man raised to do what most of us were taught to do: get the degree, get the job, ride the hamster wheel, and hope the math works out. https://www.youtube.com/live/kgT_7O5YHec He walked into a live presentation with an open mind and a hungry heart. He walked out with a new paradigm. Not a gimmick. Not a hack. A structure. That day marked what Jesse now calls his “renaissance year”. And it's why we invited him onto The Money Advantage podcast. Because the Infinite Banking Concept isn't just a strategy on paper. It's a lifestyle of stewardship in practice. And your family deserves that. Jesse Durham's Journey: From Debt to Becoming Your Own BankerFrom Hamster Wheel to Stewardship: The Jesse Durham PivotWhat We Learned From Jesse Durham: Infinite Banking Is a Lifestyle, Not a Line ItemCapitalization Is the Missing MiddleThe Four-Part Filter Jesse Durham UsesNelson Nash's Principles In Plain SightFamily Culture and Modeling: Build the Bankers You Hope To BecomeStart With Yourself, Then Include ThemWeekly Executive Meetings Turn Values Into RhythmsDebt, Discipline, and DignityReal Life First, Then Cash-Flowing AssetsThe Right Person, The Right TimeHow Jesse Durham Onboards New LearnersFaith, Purpose, and The Big PictureStay Humble. Keep Learning.Book A Strategy Call Jesse Durham's Journey: From Debt to Becoming Your Own Banker If you're new here, I'm Rachel Marshall, co-hosting with my friend and colleague, Bruce Wehner. Our mission is simple and weighty all at once: help high-capacity families build a legacy of more than money. Today's conversation with Jesse Durham is a clear window into how ordinary families step off the earn-and-spend treadmill and design a private banking system that funds real life, fuels investments, and forms character across generations. Here's what you'll gain as you read: How Jesse went from debt and drift to intention and design. Why Infinite Banking is a lifestyle, not a line item. The simple four-part filter Jesse uses to make clear decisions. How to capitalize first, then spend with control. Practical ways policies pay for property taxes, appliances, vehicles, and opportunities. Why modeling matters for your kids, and why you must start with yourself. How weekly family meetings turn values into rhythms. The difference between credentials and character in long-term wealth stewardship. What Nelson Nash's principles look like in real life. A first step you can take today to begin becoming your own banker. If you're ready to move from accidental inheritance to intentional design, keep reading. From Hamster Wheel to Stewardship: The Jesse Durham Pivot Jesse's story isn't sterile or airbrushed. It's family, career change, and financial pressure in real time. He did what most of us were modeled to do. School. Degree. Career. Debt. He and his wife started from scratch, not from a family banking system or a multi-generational enterprise. In 2015, he opened his mind to personal growth, marriage, fatherhood, and money. Not in theory. In action. First exposure to Infinite Banking. Then Nelson Nash's book. Then the decision to implement, imperfectly and persistently. Policies were started. Debts were repaid. And something else happened under the surface. Identity shifted from consumer to steward. That's the engine. What We Learned From Jesse Durham: Infinite Banking Is a Lifestyle, Not a Line Item Most people have two moves with money: earn and spend. That's not a system. That's survival. Jesse Durham saw Infinite Banking as a third, critical move wedged between those two: capitalize. You earn.You capitalize.Then you spend.

What happens when you sell everything, move into an RV with your family, and rethink the way you approach money and freedom?Welcome to Gym Marketing Made Simple, the podcast that helps boutique gym owners attract clients, grow revenue, and simplify marketing so you can focus on what truly matters.Episode HighlightsIn this episode, Jeff Smith from Tactical Empire shares his journey of transitioning into a full-time RV lifestyle while homeschooling his four children. He opens up about financial planning, Infinite Banking, and investing in cash-flowing assets, while also showing how entrepreneurs can build wealth, strengthen family bonds, and create lasting freedom beyond their current success.Key InsightsWhy selling everything and moving into an RV became the Smith family's boldest decision.How Infinite Banking can be a cornerstone of financial freedom and legacy planning.The power of investing in cash-flowing assets versus relying on traditional programs like 401(k)s.The three pillars of Tactical Empire: power, presence, and profits.Why many entrepreneurs stagnate and how to create a clear vision for long-term growthEpisode Chapters00:00 Intro00:05 Jeff Smith's RV Lifestyle and Business Transition05:30 Challenges and Solutions for Full-Time RV Living07:26 Introduction to the Tactical Empire08:37 Financial Strategies and Infinite Banking26:19 Common Challenges Faced by Entrepreneurs 28:12 Jeff Smith's Background and Motivation28:31 Advice for Achieving Financial FreedomCall to ActionThis is the first part of a two-part series with Jeff Smith — make sure to listen, share with a friend who needs to hear it, and follow Jeff for more insights on building financial freedom and family legacy.Supporting InformationConnect with Jeff Smith: @realjeffsmith on InstagramFacebook: Jeff Smith | The Tactical EmpireThanks for tuning in to today's episode of Gym Marketing Made Simple. Stay connected for the second part of this series with Jeff, where we continue the conversation on building a life and business with purpose, profit, and freedom.

In this sixth installment of our client story series, more Banking With Life clients open up about their personal path to discovering the Infinite Banking Concept®. From initial curiosity to lasting financial transformation, these firsthand stories continue to reveal how powerful Nelson Nash's ideas can be when put into practice. As always, we hope you enjoy the episode and thank you for listening!Make sure to like and subscribe to join us weekly on the Banking With Life Podcast!━━━Become a client!➫ https://www.bankingwithlife.com/how-to-fast-track-becoming-your-own-bankerBuy Nelson Nash's 6.5 hour Seminar on DVD here:➫ https://www.bankingwithlife.com/product/the-5-part-6.5-hour-video-series-nelson-nash-recorded-live/(Call us at (817) 790-0405 or email us at myteam@bankingwithlife.com for a DISCOUNT CODE)Register for our free webinar to learn more about Infinite Banking...➫ https://www.bankingwithlife.com/getting-started-webinar━━━Implement the Infinite Banking Concept® with the Infinite Banking Starter Kit...The Starter Kit includes Becoming Your Own Banker by R. Nelson Nash and the Banking With Life DVD by James Neathery.It's the perfect primer for everyone interested in becoming their own banker.Buy your starter kit here:➫ https://www.bankingwithlife.com/product/becoming-your-own-banker-infinite-banking-concept-starter-kit-special-offer/━━━Learn more about James Neathery here:➫ https://bankingwithlife.com━━━Listen on your iPhone with Apple Podcasts:➫ https://podcasts.apple.com/us/podcast/banking-with-life-podcast/id1451730017Listen on your Android through Stitcher:➫ https://www.stitcher.com/podcast/bank...Listen on Soundcloud:➫ https://soundcloud.com/banking-with-life-podcast━━━Follow us on Facebook:➳ https://www.facebook.com/jamescneathery/━━━Disclaimer:All content on this site is for informational purposes only. The content shared is not intended to be a substitute for consultation with the appropriate professional. Opinions expressed herein are solely those of James C. Neathery & Associates, Inc., unless otherwise specifically cited. The data that is presented is believed to be from reliable sources and no representations are made by James C. Neathery & Associates, Inc. as to another party's informational accuracy or completeness. All information or ideas provided should be discussed in detail with your Adviser, Financial Planner, Tax Consultant, Attorney, Investment Adviser or the appropriate professional prior to taking any action.

In this powerful episode of The Mike Litton Experience, MC Laubscher—entrepreneur, wealth strategist, and author of Get Wealthy for Sure—shares how he went from playing professional rugby to becoming a leading authority on the Infinite Banking Concept. MC reveals the exact strategies the ultra-wealthy and family offices have used for over 170 years to grow, […]