Podcast appearances and mentions of nelson nash

In this montage episode of The Banking With Life Podcast we share some great clips from past episodes. As always, we hope you enjoy and thank you for listening!Make sure to like and subscribe to join us weekly on the Banking With Life Podcast!━━━Become a client! ➫ www.bankingwithlife.com/how-to-fast-t…ur-own-bankerBuy Nelson Nash's 6.5 hour Seminar on DVD here: ➫ www.bankingwithlife.com/product/the-5…ecorded-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... ➫ 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: ➫ www.bankingwithlife.com/product/becom…pecial-offer/━━━Learn more about James Neathery here: ➫ bankingwithlife.com━━━Listen on your iPhone with Apple Podcasts: ➫ podcasts.apple.com/us/podcast/bank…st/id1451730017Listen on your Android through Stitcher: ➫ www.stitcher.com/podcast/bank...Listen on Soundcloud: ➫ @banking-with-life-podcast━━━Follow us on Facebook: ➳ 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 Part 12 of the Becoming Your Own Banker series, we're diving into one of Nelson Nash's most powerful teachings: the role of imagination in reclaiming control of your finances. Nelson Nash famously said, “Your imagination is more powerful than knowledge.” And in this episode, we explore why thinking outside of the box isn't just a creative exercise—it's a financial necessity. You'll learn:

This week Cameron Christensen and Anthony Faso explain the financial resilience of mutual insurance companies, exploring how these organizations have stood the test of time through every major economic downturn of the last century—including the Great Depression, the stagflation era of the 1970s and 80s, the 2008 financial crisis, and even the COVID-19 pandemic. Discover why mutual insurance companies continue to thrive when banks and other financial institutions struggle, and what this means for investors pursuing the Infinite Banking Concept. Whether you're storing capital for future investments or simply looking for a stable place to grow your wealth, this episode delivers must-know insights on the safety and strategy behind mutual insurance companies.   Resources: Join the Infinite Wealth Study Group: https://www.facebook.com/share/g/qC3sAWg6PhHYpRAs/  Schedule your 15-minute call with Anthony or Cameron here: http://bit.ly/iwc15podcast Check our online course at www.InfiniteWealthCourse.com Buy Becoming Your Own Banker by R. Nelson Nash http://bit.ly/BYOBbookIWC 

Visit our website: https://www.thewealthwarehousepodcast.com/Becoming Your Own Banker by Nelson Nash: https://infinitebanking.org/product/becoming-your-own-banker/ref/46/Taxes. Vacations. Tithing.These are just a few hard-to-avoid expenses that leave you with capital permanently leaving you.In this week's episode, Dave and Paul discuss how you can re-capture this lost capital and how it can make a BIG difference even if you're getting back a fraction of what you lost.And the benefits aren't just there for you and your banking system, they're also there for your family and legacy after you graduate.Episode Highlights:0:00 - Introduction1:11 - Episode beginning4:03 - Recent client story10:02 - Capturing big yearly payments19:01 - Interest recapture, thinking “down the road”23:42 - Re-reading Nelson, finding like-minded people28:26 - Syncing windfalls and “known expenses”31:53 - Episode wrap-upABOUT YOUR HOSTS:David Befort and Paul Fugere are the hosts of the Wealth Warehouse Podcast. David is the Founder/CEO of Max Performance Financial. He founded the company with the mission of educating people on the truths about money. David's mission is to show you how you can control your own money, earn guarantees, grow it tax-free, and maintain penalty-free access to it to leverage for opportunities that will provide passive income for the rest of your life. Paul, on the other hand, is an Active Duty U.S. Army officer who graduated from Norwich University in 2002 with a B.A. in History and again in 2012 with a MA in Diplomacy and International Terrorism. Paul met his wife Tammy at Norwich. As a family, they enjoy boating, traveling, sports, hunting, automobiles, and are self-proclaimed food people.Visit our website: https://www.thewealthwarehousepodcast.com/ Catch up with David and Paul, visit the links below! Website: https://infinitebanking.org/agents/Fugere494 https://infinitebanking.org/agents/Befort399 LinkedIn: https://www.linkedin.com/in/david-a-befort-jr-09663972/ https://www.linkedin.com/in/paul-fugere-762021b0/ Email: davidandpaul@theibcguys.com

EncycloMedia Series #27 Limited Pay PoliciesIn this installment we cover limited pay policies.10 pay, 20 pay, paid up to 70… There are several types of limited pay policies and you should understand the characteristics of each, particularly for implementing infinite banking.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 Banking With Life Podcast, James continues the conversation with Andy Barker. Andy shares how his business experience and faith shape the way he uses the Infinite Banking Concept® and why staying grounded matters in finance and life. As always we hope you enjoy the episode and thank you for listening!Part 1: ➫ youtu.be/bPIp0qmpyNoMake sure to like and subscribe to join us weekly on the Banking With Life Podcast!━━━Become a client! ➫ www.bankingwithlife.com/how-to-fast-t…ur-own-bankerBuy Nelson Nash's 6.5 hour Seminar on DVD here: ➫ www.bankingwithlife.com/product/the-5…ecorded-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... ➫ 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: ➫ www.bankingwithlife.com/product/becom…pecial-offer/━━━Learn more about James Neathery here: ➫ bankingwithlife.com━━━Listen on your iPhone with Apple Podcasts: ➫ podcasts.apple.com/us/podcast/bank…st/id1451730017Listen on your Android through Stitcher: ➫ www.stitcher.com/podcast/bank...Listen on Soundcloud: ➫ @banking-with-life-podcast━━━Follow us on Facebook: ➳ 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.

The Interview Series #30 Tricia Miller - Part 2In this episode of the Interview Series I interview Tricia Miller! She is a mother, homeschooler, has a varied background in real estate, personally practices infinite banking, and is a professional in the space now! I hope you enjoy and learn!To connect with Tricia, go to: www.buildsmartmoney.comOr Email IBCTricia@gmail.com⚔️ “LIVE & LEAVE A LASTING LEGACY” ⚔️

In this episode Cameron and Anthony interview Dustin Heiner, a real estate investor and the founder of Master Passive Income, to discuss how to create passive income that covers your living expenses—and eventually makes you “successfully unemployed.” Dustin reveals his journey from being unexpectedly laid off from a government job to building a real estate empire, and how he now helps others achieve financial freedom. The conversation covers the importance of mindset, why building a business comes before buying properties, creative ways to finance real estate deals (even with little money), and the biggest mistakes new investors make For Dustin's free course text “RENTAL” to 33777 or go to https://masterpassiveincome.com/freecourse Find Justin on Instagram: @thedustinhiener   Resources: Join the Infinite Wealth Study Group: https://www.facebook.com/share/g/qC3sAWg6PhHYpRAs/  Schedule your 15-minute call with Anthony or Cameron here: http://bit.ly/iwc15podcast Check our online course at www.InfiniteWealthCourse.com Buy Becoming Your Own Banker by R. Nelson Nash http://bit.ly/BYOBbookIWC 

Visit our website: https://www.thewealthwarehousepodcast.com/Register for the next live Wealth Warehouse Webinar happening June 12th at 5pm Central:https://us06web.zoom.us/meeting/register/xub1rL2JSWq1aIifeFlJXABecoming Your Own Banker by Nelson Nash: https://infinitebanking.org/product/becoming-your-own-banker/ref/46/Losing your job is stressful, but it doesn't have to derail your Infinite Banking strategy. In this episode, Dave and Paul explain what actually happens to your policy if your income stops and how to prepare for it.They cover what to do if you can't pay your premiums, how grace periods work, the flexibility built into most policies, and options like partial surrenders and non-forfeiture. They also break down how your policy design impacts your ability to weather financial setbacks and what “red” money really means in this context.If you're building an IBC plan for the long term, this episode will help you stay confident—no matter what life throws your way.Episode Highlights:0:00 - Introduction1:04 - Episode beginning2:53 - Shoutout to Dave and Paul's clients5:48 - “What happens if I lose my job?”9:22 - “How do I pay my premiums?”12:52 - Grace period15:35 - The flexibility that is available to you when you can't pay18:11 - Non-forefiture options20:48 - Partial surrender21:45 - How does this affect my policy?27:48 - “Red” money32:22 - The way your policy is designed matters36:01 - 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

The Interview Series #30 Tricia Miller - Part 1In this episode of the Interview Series I interview Tricia Miller! She is a mother, homeschooler, has a varied background in real estate, personally practices infinite banking, and is a professional in the space now! I hope you enjoy and learn!To connect with Tricia, go to: www.buildsmartmoney.comOr Email IBCTricia@gmail.com⚔️ “LIVE & LEAVE A LASTING LEGACY” ⚔️

In this episode of the Banking With Life Podcast, James sits down with his friend Andy Barker. Andy was in town for a business conference and stopped by the studio to share part of his story. He talks about his background, early work, and the values that led him 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! ➫ www.bankingwithlife.com/how-to-fast-t…ur-own-bankerBuy Nelson Nash's 6.5 hour Seminar on DVD here: ➫ www.bankingwithlife.com/product/the-5…ecorded-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... ➫ 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: ➫ www.bankingwithlife.com/product/becom…pecial-offer/━━━Learn more about James Neathery here: ➫ bankingwithlife.com━━━Listen on your iPhone with Apple Podcasts: ➫ podcasts.apple.com/us/podcast/bank…st/id1451730017Listen on your Android through Stitcher: ➫ www.stitcher.com/podcast/bank...Listen on Soundcloud: ➫ @banking-with-life-podcast━━━Follow us on Facebook: ➳ 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.

The Round Table Series #09: Part 2 - Child Policies & LegacyIn this council of The Round Table, Becca, Nicole, Joe and I discuss what it's like to be an agent helping prospects and our clients to vet, learn, and implement Infinite Banking. To reach out to Becca or to buy her book

In this episode of the Infinite Wealth Podcast, hosts Cameron Christensen and Anthony Faso are joined by Jack Bosch, the creator of the Land Profit Generator. Jack shares his remarkable journey from immigrating to the U.S. with just two suitcases to building a multimillion-dollar land flipping empire. Listeners will learn how land flipping can create passive income, why it remains an under-the-radar real estate strategy, and how Jack transitioned from failed real estate ventures to a model that delivers both quick cash and long-term wealth. Whether you're curious about starting in real estate, searching for virtual business opportunities, or wanting to build generational wealth, this candid, practical episode breaks down myths and offers actionable steps to get started. Connect with Jack: Landprofitfun.com The Jack Bosch Show - https://www.youtube.com/@JackBoschOfficial Resources: Join the Infinite Wealth Study Group: https://www.facebook.com/share/g/qC3sAWg6PhHYpRAs/  Schedule your 15-minute call with Anthony or Cameron here: http://bit.ly/iwc15podcast Check our online course at www.InfiniteWealthCourse.com Buy Becoming Your Own Banker by R. Nelson Nash http://bit.ly/BYOBbookIWC 

Visit our website: https://www.thewealthwarehousepodcast.com/Becoming Your Own Banker by Nelson Nash: https://infinitebanking.org/product/becoming-your-own-banker/ref/46/In this week's special edition of Wealth Warehouse, Dave and Paul are sharing their most recent IBC webinar where they field questions from newcomers to Infinite Banking, experienced practitioners and even a few who may be starting their own banking system in the near future.Episode Highlights:0:00 - Introduction1:37 - Episode beginning, juvenile policies6:12 - Getting policies on adult children9:02 - Gift tax, policies on nieces, nephews, etc.14:57 - Planning for college21:21 - Some other options for repaying loans28:25 - Using cash value (to get more cash)34:46 - Where else are you saving for big purchases?38:15 - Question about 529 plans46:05 - Loan rates, going through a bank51:45 - Question: IULs and IBC and which companies to pick59:57 - What's a good “split” for a policy1:03:36 - Episode wrap-upABOUT YOUR HOSTS:David Befort and Paul Fugere are the hosts of the Wealth Warehouse Podcast. David is the Founder/CEO of Max Performance Financial. He founded the company with the mission of educating people on the truths about money. David's mission is to show you how you can control your own money, earn guarantees, grow it tax-free, and maintain penalty-free access to it to leverage for opportunities that will provide passive income for the rest of your life. Paul, on the other hand, is an Active Duty U.S. Army officer who graduated from Norwich University in 2002 with a B.A. in History and again in 2012 with a MA in Diplomacy and International Terrorism. Paul met his wife Tammy at Norwich. As a family, they enjoy boating, traveling, sports, hunting, automobiles, and are self-proclaimed food people.Visit our website: https://www.thewealthwarehousepodcast.com/ Catch up with David and Paul, visit the links below! Website: https://infinitebanking.org/agents/Fugere494 https://infinitebanking.org/agents/Befort399 LinkedIn: https://www.linkedin.com/in/david-a-befort-jr-09663972/ https://www.linkedin.com/in/paul-fugere-762021b0/ Email: davidandpaul@theibcguys.com

The Round Table Series #09: Part 1 - Infinite Banking AgentsIn this council of The Round Table, Becca, Nicole, Joe and I discuss what it's like to be an agent helping prospects and our clients to vet, learn, and implement Infinite Banking. To reach out to Becca or to buy her book

In this episode, James discusses a marketing email that was forwarded to him and likely sent to many others. He uses it as an example of the half-truths and dishonesty that can be found in the Infinite Banking space and the life insurance industry in general. As always, we hope you enjoy the episode and thank you for listening!James continues this conversation in our Client-Only section at BankingWithLife.com ➫ bankingwithlife.com/learning-center/Make sure to like and subscribe to join us weekly on the Banking With Life Podcast!━━━Become a client! ➫ www.bankingwithlife.com/how-to-fast-t…ur-own-bankerBuy Nelson Nash's 6.5 hour Seminar on DVD here: ➫ www.bankingwithlife.com/product/the-5…ecorded-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... ➫ 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: ➫ www.bankingwithlife.com/product/becom…pecial-offer/━━━Learn more about James Neathery here: ➫ bankingwithlife.com━━━Listen on your iPhone with Apple Podcasts: ➫ podcasts.apple.com/us/podcast/bank…st/id1451730017Listen on your Android through Stitcher: ➫ www.stitcher.com/podcast/bank...Listen on Soundcloud: ➫ @banking-with-life-podcast━━━Follow us on Facebook: ➳ 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.

The Interview Series #29: Bill & Kate - Part 2In this episode of the Interview Series I talk with my friends Bill Curtis and Kate Breen. They both have interesting backgrounds and stories with Infinite Banking as practitioners and professionals. I hope you enjoy and learn!To connect, go to: CreatingWealthfromLife.comBill 954.232.2191Kate 954.937.5543Office 561.571.5360⚔️ “LIVE & LEAVE A LASTING LEGACY” ⚔️

Cameron and Anthony take a deep dive into the controversy and confusion surrounding infinite banking. They explore the reasons why many people label it a scam, including misunderstandings of whole life insurance, poor policy design, and false comparisons with high-risk investments. The hosts address popular criticisms head-on—such as early cash value, policy commissions, and investment alternatives—offering both personal stories and practical advice. If you've ever hesitated about infinite banking or want to understand the facts beyond the hype, this episode is for you.   Mentioned videos:  5 Questions to Ask Your IBC Agent IBC vs Cash Resources: Join the Infinite Wealth Study Group: https://www.facebook.com/share/g/qC3sAWg6PhHYpRAs/  Schedule your 15-minute call with Anthony or Cameron here: http://bit.ly/iwc15podcast Check our online course at www.InfiniteWealthCourse.com Buy Becoming Your Own Banker by R. Nelson Nash http://bit.ly/BYOBbookIWC 

Visit our website: https://www.thewealthwarehousepodcast.com/Becoming Your Own Banker by Nelson Nash: https://infinitebanking.org/product/becoming-your-own-banker/ref/46/In this week's episode, Dave and Paul are sharing with you a radical shift in mindset:Premium isn't “the problem” – it's the solution to your problems.From gaining more control and liquidity in your financial life to balancing risk, volatility and tax inefficiencies, you'll have more than just a couple reasons to make sure you're paying as much premium as possible. Episode Highlights:0:00 - Introduction0:52 - Episode beginning1:49 - Answers a viewer question6:14 - Premium is the answer to your problems8:05 - The problem is “the problem”9:34 - How does paying more premium help?11:49 - “It's about control”15:46 - Tax inefficiencies20:04 - Market risk and volatility24:10 - Lack of liquidity29:10 - There is no career path to generational wealth31:13 - 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 started with a bold question that showed up in a public comment: "If infinite banking is so powerful, why wouldn't I just put all my income into a whole life policy?" That single comment sparked a deeply layered, thoughtful conversation that we knew needed more attention. It wasn't criticism. It was curiosity. And curiosity, when channeled with wisdom and humility, can be a catalyst for generational transformation. So today, we're opening up that conversation—and giving you the full picture of what it really means to go "all in" with infinite banking. What You're Really Asking When You Consider Putting All Your Income into a Whole Life PolicyShould You Really Put All Your Income into a Whole Life Policy? (The Real Answer May Surprise You)The Spirit Behind the Question Think Long Range: The Power of Time Don't Be Afraid to Capitalize—But Be Strategic Policy Design: Base vs. PUA, and Why It Matters Understand Insurability and Premium Affordability Sustainability Is Freedom The Danger of Over-Leveraging and Poor RepaymentWhy All Your Income into a Whole Life Policy Shouldn't Be Your Only StrategyBook A Strategy Call What You're Really Asking When You Consider Putting All Your Income into a Whole Life Policy The idea of putting all your income into a whole life policy sounds bold—even radical. And in the context of the infinite banking concept (IBC), it's a question worth exploring. As someone who's lived and breathed this philosophy, I (Rachel Marshall) have heard this question before. And in this conversation with my colleague Joe DeFazio, we wanted to approach it with both clarity and candor. Because here's the truth: Yes, whole life insurance and infinite banking can be incredibly powerful tools for financial freedom, stewardship, and legacy-building. But like any strategy, the design and implementation matter. In this article, we're going to unpack the principles behind the idea of putting all your income into a whole life policy, the risks, the benefits, and most importantly—the mindset that helps you use this tool to its fullest, most sustainable potential. You'll learn: - Why infinite banking isn't just about the numbers—it's about long-term thinking - The role of policy design and insurability - How to balance capitalization with sustainability - Why freedom comes through commitment Let's dive in. Should You Really Put All Your Income into a Whole Life Policy? (The Real Answer May Surprise You) If you're asking whether to put all your income into a whole life policy, you're not alone. It's a question we hear often—and for good reason. The Infinite Banking Concept is compelling. It gives you control, liquidity, privacy, and long-term access to capital. It feels like the financial tool we've all been waiting for—and in many ways, it is. But let's be clear: Infinite Banking is a system. Not a silver bullet. Going "all in" on a whole life policy without the right structure is like planting seeds without soil. Yes, premium matters. But without a clear understanding of how that premium fits into your broader wealth strategy, you could easily find yourself over-leveraged and cash-strapped. Nelson Nash taught us that capitalization is essential, but he never said to abandon wisdom in the process. That's why our answer is almost always: no, don't put all your income into a policy. Instead, fund it based on your long-term strategy, your liquidity needs, your investing rhythm, and your ability to keep the policy active through every season of life. Think marathon, not sprint. When clients ask this question, we gently guide them back to the deeper one: What are you really trying to build? Because when you understand the real vision, your policy becomes a tool—not a trap. The Spirit Behind the Question We weren't offended by the question. Quite the opposite. It takes courage to ask, "Why not go all in?" But before we can even answer that,

The Interview Series #29: Bill & Kate In this episode of the Interview Series I talk with my friends Bill Curtis and Kate Breen. They both have interesting backgrounds and stories with Infinite Banking as practitioners and professionals. I hope you enjoy and learn!To connect, go to: CreatingWealthfromLife.comBill 954.232.2191Kate 954.937.5543Office 561.571.5360⚔️ “LIVE & LEAVE A LASTING LEGACY” ⚔️

In today's Banking With Life Q&A, James answers questions such as, "Does IBC® truly avoid the banking system?", "Does collateralizing cash value shift returns to you?", and "If 401ks work, why aren't their promoters wealthy?" As always, we hope you enjoy and thank you for listening!1. 0:22 - Does IBC® truly avoid the banking system?2. 15:32 - Does collateralizing cash value shift returns to you?3. 18:01 - Aren't loans, not deposits, what expand money and contribute to the business cycle?4. 19:28 - If 401ks work, why aren't their promoters wealthy?5. 21:27 - Are you suggesting low death benefit and high cash for IBC efficiency?Make sure to like and subscribe to join us weekly on the Banking With Life Podcast!━━━Become a client! ➫ www.bankingwithlife.com/how-to-fast-t…ur-own-bankerBuy Nelson Nash's 6.5 hour Seminar on DVD here: ➫ www.bankingwithlife.com/product/the-5…ecorded-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... ➫ 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: ➫ www.bankingwithlife.com/product/becom…pecial-offer/━━━Learn more about James Neathery here: ➫ bankingwithlife.com━━━Listen on your iPhone with Apple Podcasts: ➫ podcasts.apple.com/us/podcast/bank…st/id1451730017Listen on your Android through Stitcher: ➫ www.stitcher.com/podcast/bank...Listen on Soundcloud: ➫ @banking-with-life-podcast━━━Follow us on Facebook: ➳ 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 #26 Non-Forfeiture OptionsIn this installment we cover the Non-Forfeiture Options, as it concerns Whole Life Insurance, for the purpose of Infinite Banking. When you decide to implement infinite banking in your life, you should understand the certainty, constraints, flexibility, options and much more of the asset, a whole life insurance policy, that you own. This material will cover these options.

This week Cameron and Anthony dig into the world of Airbnb investing with John Bianchi, a specialist who boasts a 100% success rate in guiding clients to profitable short-term rental properties. John debunks common misconceptions about the Airbnb market, lays out his proven evaluation methods—including the “20% rule”—and dives into the differences between long-term and short-term rental strategies. The conversation highlights the importance of data over guesswork, especially when it comes to selecting markets, assessing true property potential, and leveraging tax advantages unique to Airbnbs. John also shares details about new tax legislation and how his team at STR Search makes investing stupid simple for their clients.   Resources: STR Search: How We Can Help You Join the Infinite Wealth Study Group: https://www.facebook.com/share/g/qC3sAWg6PhHYpRAs/  Schedule your 15-minute call with Anthony or Cameron here: http://bit.ly/iwc15podcast Check our online course at www.InfiniteWealthCourse.com Buy Becoming Your Own Banker by R. Nelson Nash http://bit.ly/BYOBbookIWC 

Visit our website: https://www.thewealthwarehousepodcast.com/Becoming Your Own Banker by Nelson Nash: https://infinitebanking.org/product/becoming-your-own-banker/ref/46/In this week's follow-up episode, Dave and Paul are continuing their discussion of the “process vs. the product”.Last week, they examined “the process” of Infinite Banking – now, they are dissecting the product that helps you create your own banking system, dividend paying whole life insurance.From the basics of “what it is and how it works” to more specifics on guarantees, dividends and much more.The guys also share their perspective on the structure, liquidity and stability you get from this financial product, and what makes it so good for IBC.Episode Highlights:0:00 - Introduction and recap of last episode5:35 - Talking about the product12:59 - The structure14:43 - Guarantees and dividends16:19 - “What is guaranteeing all of this?”20:54 - Liquidity23:08 - Stability31:01 - 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

What did Nelson Nash mean when he said, “Don't do business with banks”? In this episode, we break that down. There's a deep-rooted frustration with traditional banking—and for good reason. Banks retain all the control, provide very little security, and profit off your money while giving you scraps in return. So why do we keep […] The post Banks – What Are They Good For? appeared first on Life Success Legacy.

The Interview Series #28: Hannah KeslerIn this episode of the Interview Series I talk with Hannah Kesler. Hannah was virtually raised on Infinite Banking and has a super interesting perspective and acumen as an individual and a professional in this space. It's been fun to see her journey and to sit dawn and talk through that experience. I hope you enjoy and learn!To connect with Hannah, go to:The Money Multiplier Podcastwww.themoneymultiplier.comwww.hannahkesler.com⚔️ “LIVE & LEAVE A LASTING LEGACY” ⚔️

In this episode, James shares a special follow-up to his conversation with Ashley Womble, the watchmaker from Georgia featured in episode 261. After the cameras stopped rolling, their discussion continued, and what followed was pure gold. Thanks to a backup recording, that unrehearsed and insightful conversation is now available to share. As always, we hope you enjoy the episode and thank you for listening!Part 1:➫ youtu.be/HX3-6k6IfrsMake sure to like and subscribe to join us weekly on the Banking With Life Podcast!━━━Become a client! ➫ www.bankingwithlife.com/how-to-fast-t…ur-own-bankerBuy Nelson Nash's 6.5 hour Seminar on DVD here: ➫ www.bankingwithlife.com/product/the-5…ecorded-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... ➫ 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: ➫ www.bankingwithlife.com/product/becom…pecial-offer/━━━Learn more about James Neathery here: ➫ bankingwithlife.com━━━Listen on your iPhone with Apple Podcasts: ➫ podcasts.apple.com/us/podcast/bank…st/id1451730017Listen on your Android through Stitcher: ➫ www.stitcher.com/podcast/bank...Listen on Soundcloud: ➫ @banking-with-life-podcast━━━Follow us on Facebook: ➳ 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.

Unlock the secrets to building passive income through real estate with this can't-miss episode of Infinite Wealth! Hosts Cameron Christensen and Anthony Faso sit down with Sean and Joni Wolfswinkel—the powerhouse duo behind Texas Turnkey Properties. With 25 years of investing experience and over 2,300 properties managed across Houston and Albuquerque, Sean and Joni share their unique approach to turnkey real estate, property management, and building lasting wealth. From the power of portfolio thinking to the game-changing difference between property and asset management, you'll discover actionable insights for both new and seasoned investors. Plus, get a behind-the-scenes look at their client-centric process and the advantages of new-build duplexes. Whether you're looking to diversify, get truly passive, or just up your real estate game, this episode delivers real talk and real strategies! Resources: Upcoming webinar email info@InfiniteWealthcoach.com Reach out to Sean - 281-374-2671 or Sean@Texasternkeyproperties.com https://texasturnkeyproperties.com/ Join the Infinite Wealth Study Group: https://www.facebook.com/share/g/qC3sAWg6PhHYpRAs/ Schedule your Discovery Call with Anthony or Cameron here http://bit.ly/iwc15YT Check our online course at www.InfiniteWealthCourse.com Buy Becoming Your Own Banker by R. Nelson Nash http://bit.ly/BYOBbookIWC 

Register for the next live Wealth Warehouse Webinar happening May 15th at 5pm Central time: https://us06web.zoom.us/meeting/register/_vPd96WSSrOS7LhEXiQyAQVisit our website: https://www.thewealthwarehousepodcast.com/Becoming Your Own Banker by Nelson Nash: https://infinitebanking.org/product/becoming-your-own-banker/ref/46/When people first hear about Infinite Banking, their minds often jump straight to the product—a specially designed whole life insurance policy. But that's just one part of the picture.In this episode, Dave and Paul break down the critical difference between product and process in IBC and more specifically: examine the process of Infinite Banking—thinking like a banker, utilizing your policy to capitalize yourself, how loans are administered, the safety IBC provides and everyone's favorite topic.. Growing your money!Episode Highlights:0:00 - Introduction1:01 - Episode beginning3:30 - The process vs. the product7:10 - Infinite banking is a capitalization strategy13:06 - The borrowing aspect17:05 - Borrowing from your policy23:07 - There is no structure to loan repayment25:57 - Growth on your money30:05 - Safety34:23 - Episode wrap-upABOUT YOUR HOSTS:David Befort and Paul Fugere are the hosts of the Wealth Warehouse Podcast. David is the Founder/CEO of Max Performance Financial. He founded the company with the mission of educating people on the truths about money. David's mission is to show you how you can control your own money, earn guarantees, grow it tax-free, and maintain penalty-free access to it to leverage for opportunities that will provide passive income for the rest of your life. Paul, on the other hand, is an Active Duty U.S. Army officer who graduated from Norwich University in 2002 with a B.A. in History and again in 2012 with a MA in Diplomacy and International Terrorism. Paul met his wife Tammy at Norwich. As a family, they enjoy boating, traveling, sports, hunting, automobiles, and are self-proclaimed food people.Visit our website: https://www.thewealthwarehousepodcast.com/ Catch up with David and Paul, visit the links below! Website: https://infinitebanking.org/agents/Fugere494 https://infinitebanking.org/agents/Befort399 LinkedIn: https://www.linkedin.com/in/david-a-befort-jr-09663972/ https://www.linkedin.com/in/paul-fugere-762021b0/ Email: davidandpaul@theibcguys.com

Infinite Banking Q & A #22 - HELOC's, Business, 401k's and moreIn this episode, we discussed premiums, using policies for business, age factors into infinite banking, how to navigate financial difficulties with policies and much more! REFERENCED RESOURCES:Life Lesson: Infinite Banking for Self-Employed & Business Ownershttps://youtu.be/nu69RoO_mDQ?si=pq5Vt8rEG7kaZaFTInfinite Banking with a HELOC? https://youtu.be/lO8BmNuvjN8?si=LQLQ4Dw8UethuR4D⚔️ LIVE & LEAVE A LASTING LEGACY ⚔️

In this episode, James sits down with his friend Ashley Womble, a seasoned watchmaker, real estate investor, and true gentleman from Georgia. With over 40 years of business experience, Ashley brings a wealth of insight and down-to-earth wisdom to the conversation. 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! ➫ www.bankingwithlife.com/how-to-fast-t…ur-own-bankerBuy Nelson Nash's 6.5 hour Seminar on DVD here: ➫ www.bankingwithlife.com/product/the-5…ecorded-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... ➫ 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: ➫ www.bankingwithlife.com/product/becom…pecial-offer/━━━Learn more about James Neathery here: ➫ bankingwithlife.com━━━Listen on your iPhone with Apple Podcasts: ➫ podcasts.apple.com/us/podcast/bank…st/id1451730017Listen on your Android through Stitcher: ➫ www.stitcher.com/podcast/bank...Listen on Soundcloud: ➫ @banking-with-life-podcast━━━Follow us on Facebook: ➳ 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.

I Bought A Car with Infinite BankingDid you know that you can keep your money and buy cars at the exact same time?In this installment of our Family Banking Series I discuss our most recent car purchase, using Infinite Banking!We have used bank loans to get cars before. We have paid cash to buy cars before. We used Infinite Banking to pay off our last family car, which allowed us to get out of that debt while building our net worth at the same time! This time around, we used our policies, which are assets from our private family banking system, to pay for are most recent car purchase.⚔️ LIVE & LEAVE A LASTING LEGACY

This week hosts Cameron Christensen and Anthony Faso chat with Joseph Woodbury, CEO and co-founder of Neighbor.com—the innovative peer-to-peer storage platform often dubbed “the Airbnb of storage.” Joseph shares the inspiration behind launching Neighbor, explores how the platform helps homeowners and investors turn unused space into genuine passive income, and answers questions about risk, liability, and maximizing returns. Whether you're a seasoned real estate investor or a homeowner looking to offset your mortgage, this episode is packed with practical strategies you can leverage right now. Resources: Join the Infinite Wealth Study Group: https://www.facebook.com/share/g/qC3sAWg6PhHYpRAs/  Schedule your 15-minute call with Anthony or Cameron here: http://bit.ly/iwc15podcast Check our online course at www.InfiniteWealthCourse.com Buy Becoming Your Own Banker by R. Nelson Nash http://bit.ly/BYOBbookIWC 

Register for the next live Wealth Warehouse Webinar happening May 15th at 5pm Central time: https://us06web.zoom.us/meeting/register/_vPd96WSSrOS7LhEXiQyAQBecoming Your Own Banker by Nelson Nash: https://infinitebanking.org/product/becoming-your-own-banker/ref/46/Visit our website: https://www.thewealthwarehousepodcast.com/Nobody likes losing money – but in this economy, it hurts a little extra.In this week's episode, Dave and Paul explore some of the areas that we are losing money – and what you can do to turn those losses in gains for your personal banking system.Interested how? Tune in to find out!Episode Highlights:0:00 - Introduction0:54 - Episode beginning2:53 - There's so much more we can do5:39 - Diving into the numbers11:14 - Do you want your money to be re-useable?18:29 - Where can I come up with 5% for my premium?25:47 - Tuition and college savings29:33 - Big expenditures33:09 - Episode wrap-upABOUT YOUR HOSTS:David Befort and Paul Fugere are the hosts of the Wealth Warehouse Podcast. David is the Founder/CEO of Max Performance Financial. He founded the company with the mission of educating people on the truths about money. David's mission is to show you how you can control your own money, earn guarantees, grow it tax-free, and maintain penalty-free access to it to leverage for opportunities that will provide passive income for the rest of your life. Paul, on the other hand, is an Active Duty U.S. Army officer who graduated from Norwich University in 2002 with a B.A. in History and again in 2012 with a MA in Diplomacy and International Terrorism. Paul met his wife Tammy at Norwich. As a family, they enjoy boating, traveling, sports, hunting, automobiles, and are self-proclaimed food people.Visit our website: https://www.thewealthwarehousepodcast.com/ Catch up with David and Paul, visit the links below! Website: https://infinitebanking.org/agents/Fugere494 https://infinitebanking.org/agents/Befort399 LinkedIn: https://www.linkedin.com/in/david-a-befort-jr-09663972/ https://www.linkedin.com/in/paul-fugere-762021b0/ Email: davidandpaul@theibcguys.com

The Round Table Series #08: Levels of Understanding Infinite BankingIn this council of The Round Table, Liz, Mark, Nolan and I discuss varying levels and perspectives of understanding, and implementing, Infinite Banking!You can find Liz on Instagram, YouTube & TikTok @lizdiroc To connect with Mark, go to: Mark@elevatedcapitalstrategies.comTo connect with Nolan, go to: www.nolanjohnsrudinsurance.comI hope you enjoy and learn!⚔️ “LIVE & LEAVE A LASTING LEGACY” ⚔️

In this episode, even more Banking With Life clients continue to share their discovery of the Infinite Banking Concept® and the lasting effects it has had on their financial mindset and approach. They speak to the long-term value of Nelson Nash's teachings and how Becoming Your Own Banker continues to guide their decisions today. These stories are unscripted and told authentically in the clients' own words. 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! ➫ www.bankingwithlife.com/how-to-fast-t…ur-own-bankerBuy Nelson Nash's 6.5 hour Seminar on DVD here: ➫ www.bankingwithlife.com/product/the-5…ecorded-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... ➫ 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: ➫ www.bankingwithlife.com/product/becom…pecial-offer/━━━Learn more about James Neathery here: ➫ bankingwithlife.com━━━Listen on your iPhone with Apple Podcasts: ➫ podcasts.apple.com/us/podcast/bank…st/id1451730017Listen on your Android through Stitcher: ➫ www.stitcher.com/podcast/bank...Listen on Soundcloud: ➫ @banking-with-life-podcast━━━Follow us on Facebook: ➳ 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.

The Interview Series #27: Nolan Johnsrud - Part 2In this episode of the Interview Series I talk with my friend Nolan, who began his infinite banking journey several years ago. He's a husband, cowboy, businessman, an infinite banker, and a professional, helping people in their own infinite banking journey.I hope you enjoy and learn!To connect with Nolan, go to: www.nolanjohnsrudinsurance.com⚔️ “LIVE & LEAVE A LASTING LEGACY” ⚔️

Joey Mure, Founder and Partner at Wealth Without Wall Street, brings impact, integrity, and generosity to the company every day. He hopes to be remembered as a lover of Jesus, devoted husband, and faithful father. Despite dreaming, around age 10, of becoming an orthopedic surgeon, Joey was in the mortgage business for 11 years before moving to finance in 2014. His personal mentor, Nelson Nash — another man of integrity and impact — is someone Joey deeply admires.  Joey's strengths in building relationships, asking great questions, and influencing and empowering people with the Wealth Without Wall Street message make him invaluable to the company's mission. He is relational, impactful, and a true leader. His colleagues would add that he's thoughtful, funny, and a family man. Many people don't know that Joey ate a 72-ounce steak dinner once. If he could be anywhere other than work, you'd find him at the beach with his family. And every Sunday morning, they're worshipping the Lord.  A lifetime goal of Joey's is to impact the world for Christ; and a more near-term goal is to purchase a beach house for my family. Aside from Wealth Without Wall Street, Joey listens to Sharran Srivatsaa's Business School podcast and Donald Miller's Building A StoryBrand podcast. He's happiest when he's traveling with his wife or golfing with his girls. He cares deeply about Campus Outreach, Cru, Navigators, Sav a Life, Lifeline Adoption, and Young Business Leaders. His aims to live by the words “Trust in the Lord with all your heart and lean not on your own understanding. In all your ways acknowledge Him and He shall direct your path (Prov 3:5-6).” What You Will Learn: Who is Joey Mure? What inspired Joey Mure to start his journey towards financial freedom? How did Joey's high income in the corporate world affect his personal life and sense of success? What is the concept of "investor DNA," and how does it relate to individual investment strategies? What resources does Joey provide for individuals to assess their investor DNA? How does Joey's new book, "Wealth Without Wall Street," summarize his and Russ's journey to financial freedom? What are the three steps to financial freedom that Joey outlines in his book? How does the GPS analogy help illustrate the process of achieving financial freedom? What tools does Joey offer to help individuals define their current financial status and goals? How does Joey compare different investment vehicles, such as 401(k)s and other options, in terms of reaching financial goals? What is the significance of understanding tax implications when withdrawing from a 401(k)? How can individuals optimize their investment strategies based on their financial goals? What are the implications of locking up funds in a 401(k) until retirement? What is the significance of time and health in relation to retirement savings? How does Joey leverage cash value life insurance for investment opportunities? How does the land flipping business generate consistent income? What challenges have Joey and his partner faced in their investment journey? How does Joey diversify his investments to mitigate risk? Why does Joey emphasize that cash flow is more important than just having cash? How has consumer sentiment affected investment strategies in recent years? Joey shares how everyone can contact him. Additional Resources from Joey Mure: Website: https://www.wealthwithoutwallstreet.com/ Phone: +1 (205) 370-8460 Email: joey@wealthwithoutwallstreet.com LinkedIn: https://www.linkedin.com/company/wealth-without-wall-street Facebook: https://facebook.com/wealthwithoutwallstreet Instagram: https://instagram.com/wealthwithoutwallst Twitter: https://x.com/withoutwallst YouTube: https://www.youtube.com/channel/UC3gPe_2b_SSqnWw-llpE5zw Attention Investors and Agents Are you looking to grow your business? Need to connect with aggressive like-minded people like yourself? We have all the right tools, knowledge, and coaching to positively effect your bottom line. Visit:http://globalinvestoragent.com/join-gia-team to see what we can offer and to schedule your FREE consultation! Our NEW book is out...order yours NOW! Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift? Get your copy here: https://amzn.to/3SV0khX HEY! You should be in class this coming Monday (MNL). It's Free and packed with actions you should take now! Here's the link to register: https://us02web.zoom.us/webinar/register/WN_sNMjT-5DTIakCFO2ronDCg

Planning to sell your business? You've spent years building it—now it's time to think about the next chapter. In this episode, the financial coaches discuss how to turn the sale of your business into lifelong, tax-free cash flow. They dive into strategies for creating an exit strategy that not only maximizes the value of your business but also shields your sale proceeds from taxes.They share how using infinite banking and life insurance can provide a tax-free income stream after the sale, and why planning is key to success. Whether you're years away from selling or thinking about an exit soon, this episode is packed with actionable insights to help you plan your exit strategy.Top three things you will learn:-Building a successful exit strategy-Creating a tax-free cash flow -Maximizing the 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.Master Passive Income Podcast:-https://masterpassiveincome.com/podcastBook Your Free Passive Income Game Plan Session:-https://wealthwithoutwallstreet.com/freecallWant to raise millionaire kids? Watch how Sharran Srivatsaa — former Goldman Sachs banker turned entrepreneur and investor — is building a generational wealth system with his kids, step by step. https://go.wealthwithoutwallstreet.com/millionaire-kidsTurn Active Income Into Passive Income:-https://wealthwithoutwallstreet.com/piosBuilding Your Warehouse of Wealth by Nelson Nash:-https://infinitebanking.org/product/building-your-warehouse-of-wealth/Know Your Investor DNA:-https://wealthwithoutwallstreet.com/investordnaCreate a Six-Figure Side Hustle in Peer-to-Peer Car-Sharing:-https://wealthwithoutwallstreet.com/carsWealth Without Wall Street New Book:-https://wealthwithoutwallstreet.com/newbookIBC Webinar:-https://wealthwithoutwallstreet.com/ibcJoin Our Next Inner Circle Live Event:-https://www.wealthwithoutwallstreet.com/live-Promo Code: PODCASTFind Out How Close You Are to Financial Freedom: -

This week Cameron Christensen and Anthony Faso pull back the curtain on one of the most misunderstood aspects of Infinite Banking: policy loans. If you've ever been confused about how policy loans work, worried you're “borrowing from yourself,” or wondered if taking a loan will derail your policy's growth, this is the episode you need. Cameron and Anthony break down common misconceptions, explain the actual loan process, and offer practical advice and examples on how to use policy loans for building wealth and achieving passive income. Whether you're new to Infinite Banking or a seasoned policyholder, you'll walk away with clarity and confidence on leveraging this powerful financial tool. Resources: Join the Infinite Wealth Study Group: https://www.facebook.com/share/g/qC3sAWg6PhHYpRAs/  Schedule your 15-minute call with Anthony or Cameron here: http://bit.ly/iwc15podcast Check our online course at www.InfiniteWealthCourse.com Buy Becoming Your Own Banker by R. Nelson Nash http://bit.ly/BYOBbookIWC 

Register for the next live Wealth Warehouse Webinar happening May 15th at 5pm Central time: https://us06web.zoom.us/meeting/register/_vPd96WSSrOS7LhEXiQyAQBecoming Your Own Banker by Nelson Nash: https://infinitebanking.org/product/becoming-your-own-banker/ref/46/Visit our website: https://www.thewealthwarehousepodcast.com/In this week's episode, Dave and Paul are once again giving you a look into their monthly IBC seminar complete with clients, prospects, professionals, businesses owners and more!The guys discuss some foundational topics surrounding where you “store” your capital, as well as how you can sequence it and be more efficient with it when it comes to financing the things in life. Additionally, they field some questions from guests surrounding premium deposit funds, loan rates – and some more specific questions. Episode Highlights:0:00 - Introduction1:59 - First question: “Where do I store my capital as I save?”7:27 - Put your saved money into outstanding loans9:15 - Loan rates18:55 - Premium deposit funds23:24 - Income increases and HLV, “does a dividend amount buy more base?”34:01 - How Scott got his employer to pay for his premium45:30 - Creative ways to be efficient with your money52:27 - Juvenile policy riders55:22 - “Did you ever look at your premium as a bill?”59:48 - Episode wrap-upABOUT YOUR HOSTS:David Befort and Paul Fugere are the hosts of the Wealth Warehouse Podcast. David is the Founder/CEO of Max Performance Financial. He founded the company with the mission of educating people on the truths about money. David's mission is to show you how you can control your own money, earn guarantees, grow it tax-free, and maintain penalty-free access to it to leverage for opportunities that will provide passive income for the rest of your life. Paul, on the other hand, is an Active Duty U.S. Army officer who graduated from Norwich University in 2002 with a B.A. in History and again in 2012 with a MA in Diplomacy and International Terrorism. Paul met his wife Tammy at Norwich. As a family, they enjoy boating, traveling, sports, hunting, automobiles, and are self-proclaimed food people.Visit our website: https://www.thewealthwarehousepodcast.com/ Catch up with David and Paul, visit the links below! Website: https://infinitebanking.org/agents/Fugere494 https://infinitebanking.org/agents/Befort399 LinkedIn: https://www.linkedin.com/in/david-a-befort-jr-09663972/ https://www.linkedin.com/in/paul-fugere-762021b0/ Email: davidandpaul@theibcguys.com

In this episode, James sits down with his friend Amber Bishop for a lovely conversation covering the Infinite Banking Concept® within family finance, business, real estate development and investing, and missionary work. 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! ➫ www.bankingwithlife.com/how-to-fast-t…ur-own-bankerBuy Nelson Nash's 6.5 hour Seminar on DVD here: ➫ www.bankingwithlife.com/product/the-5…ecorded-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... ➫ 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: ➫ www.bankingwithlife.com/product/becom…pecial-offer/━━━Learn more about James Neathery here: ➫ bankingwithlife.com━━━Listen on your iPhone with Apple Podcasts: ➫ podcasts.apple.com/us/podcast/bank…st/id1451730017Listen on your Android through Stitcher: ➫ www.stitcher.com/podcast/bank...Listen on Soundcloud: ➫ @banking-with-life-podcast━━━Follow us on Facebook: ➳ 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.

What if you could turn your everyday expenses into a financial strategy that builds wealth over time? In this episode of Cashflow Legendz in  our Becoming Your Own Banker series, we dive into one of the most powerful concepts in the Infinite Banking world: The Grocery Store Theory. Join us as we explore this simple yet mind-shifting analogy, first introduced by R. Nelson Nash, and how it reveals the hidden cost of financing in our lives. We'll walk through what it means to “own the grocery store” instead of just being a customer, and how this mindset shift can empower you to take control of your financial flow, build your own banking system, and stop losing money to interest. Whether you're new to infinite banking or looking to deepen your understanding, this episode sets the foundation for thinking like a banker, not just a consumer.

Cameron and Anthony interview Craig Ballantyne, digging into his journey from self-described undisciplined binge-drinker to published author and high-performance mentor. Learn why systems—not sheer willpower—create sustainable success. Discover how Craig's "elimination, preparation, and connection" approach works for breaking bad habits, achieving financial goals, and focusing on what matters most. They also explore the danger of “good” goals getting in the way of truly great results, and why planning, accountability, and community are the real game changers. Resources: Learn more and connect with Craig: https://www.earlytorise.com/ Buy Craig's book here: https://darksideofdiscipline.com/success/ Join the Infinite Wealth Study Group: https://www.facebook.com/share/g/qC3sAWg6PhHYpRAs/ Schedule your 15-minute call with Anthony or Cameron here: http://bit.ly/iwc15podcast Check our online course at www.InfiniteWealthCourse.com Buy Becoming Your Own Banker by R. Nelson Nash http://bit.ly/BYOBbookIWC 

Register for the next live Wealth Warehouse Webinar happening May 15th at 5pm Central time: https://us06web.zoom.us/meeting/register/_vPd96WSSrOS7LhEXiQyAQBecoming Your Own Banker by Nelson Nash: https://infinitebanking.org/product/becoming-your-own-banker/ref/46/Visit our website: https://www.thewealthwarehousepodcast.com/It's your most precious resource.And it means a whole lot when it comes to IBC and establishing your own banking system.In this week's episode, Dave and Paul detail some examples of why you shouldn't wait for the “right” moment – instances where bad luck strikes right when it really shouldn't. From “I'm still paying off my house” to concerns about your physical condition before you apply – the fellas will let you in on all the common excuses and obstacles – and why you shouldn't let them slow you down from becoming an IBC practitioner.Episode Highlights:0:00 - Catching up1:58 - Time is of the essence8:37 - Some common excuses and obstacles12:04 - “I'm going to wait to lose some weight”16:42 - “I'm trying to pay off the house”21:23 - Why waiting is the WRONG answer28:54 - Episode wrap-upABOUT YOUR HOSTS:David Befort and Paul Fugere are the hosts of the Wealth Warehouse Podcast. David is the Founder/CEO of Max Performance Financial. He founded the company with the mission of educating people on the truths about money. David's mission is to show you how you can control your own money, earn guarantees, grow it tax-free, and maintain penalty-free access to it to leverage for opportunities that will provide passive income for the rest of your life. Paul, on the other hand, is an Active Duty U.S. Army officer who graduated from Norwich University in 2002 with a B.A. in History and again in 2012 with a MA in Diplomacy and International Terrorism. Paul met his wife Tammy at Norwich. As a family, they enjoy boating, traveling, sports, hunting, automobiles, and are self-proclaimed food people.Visit our website: https://www.thewealthwarehousepodcast.com/ Catch up with David and Paul, visit the links below! Website: https://infinitebanking.org/agents/Fugere494 https://infinitebanking.org/agents/Befort399 LinkedIn: https://www.linkedin.com/in/david-a-befort-jr-09663972/ https://www.linkedin.com/in/paul-fugere-762021b0/ Email: davidandpaul@theibcguys.com

In this episode, recorded on April 15th—Tax Day and Easter weekend—James shares a brief holiday special reflecting on federal income taxes and the Infinite Banking Concept® from a high-level perspective. It's a timely conversation blending current events with core financial principles. 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! ➫ www.bankingwithlife.com/how-to-fast-t…ur-own-bankerBuy Nelson Nash's 6.5 hour Seminar on DVD here: ➫ www.bankingwithlife.com/product/the-5…ecorded-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... ➫ 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: ➫ www.bankingwithlife.com/product/becom…pecial-offer/━━━Learn more about James Neathery here: ➫ bankingwithlife.com━━━Listen on your iPhone with Apple Podcasts: ➫ podcasts.apple.com/us/podcast/bank…st/id1451730017Listen on your Android through Stitcher: ➫ www.stitcher.com/podcast/bank...Listen on Soundcloud: ➫ @banking-with-life-podcast━━━Follow us on Facebook: ➳ 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.

This week on Infinite Wealth Podcast, hosts Cameron Christensen and Anthony Faso discuss the difference of direct versus non-direct recognition companies in the context of Infinite Banking. They break down the differences between these two types of companies and, most importantly, do the math to see how each can impact your policy's cash value. Through real-life examples and expert insights, Cameron and Anthony challenge common assumptions and provide clarity on a topic often misunderstood. Whether you're new to Infinite Banking or a seasoned investor, this episode equips you with the knowledge to make informed decisions that align with your financial goals. Resources: Join the Infinite Wealth Study Group: https://www.facebook.com/share/g/qC3sAWg6PhHYpRAs/  Schedule your 15-minute call with Anthony or Cameron here: http://bit.ly/iwc15podcast Check our online course at www.InfiniteWealthCourse.com Buy Becoming Your Own Banker by R. Nelson Nash http://bit.ly/BYOBbookIWC 

Becoming Your Own Banker by Nelson Nash: https://infinitebanking.org/product/becoming-your-own-banker/ref/46/Visit our website: https://www.thewealthwarehousepodcast.com/Infinite Banking can be exciting to many people as a concept. Yet, putting it into action seems to be a hang-up for most investigating the prospect of creating their own banking system.Chief among those obstacles to action is the question: “How much does it take to get started?”Each situation is different – and everyone's goals and plans for legacy are different. However, Dave and Paul take you through how you can find out what IBC will take to implement in your life, taking into account factors such as your income, age and goals.Additionally, the fellas dig into income and how bankers and non-bankers alike should be viewing the money that they make during their peak earning years and beyond.Episode Highlights:0:00 - Introduction1:06 - Episode beginning2:48 - Capitalization remorse9:56 - “How much do I need to get started?”11:45 - What % of your portfolio is outside of your reach?13:06 - How big of a tax-free retirement bucket do you need?15:36 - The years BEFORE retirement21:08 - Correlating your assets (and retirement) w/ the market25:40 - Thinking with the end in mind35:18 - Episode wrap-upABOUT YOUR HOSTS:David Befort and Paul Fugere are the hosts of the Wealth Warehouse Podcast. David is the Founder/CEO of Max Performance Financial. He founded the company with the mission of educating people on the truths about money. David's mission is to show you how you can control your own money, earn guarantees, grow it tax-free, and maintain penalty-free access to it to leverage for opportunities that will provide passive income for the rest of your life. Paul, on the other hand, is an Active Duty U.S. Army officer who graduated from Norwich University in 2002 with a B.A. in History and again in 2012 with a MA in Diplomacy and International Terrorism. Paul met his wife Tammy at Norwich. As a family, they enjoy boating, traveling, sports, hunting, automobiles, and are self-proclaimed food people.Visit our website: https://www.thewealthwarehousepodcast.com/ Catch up with David and Paul, visit the links below! Website: https://infinitebanking.org/agents/Fugere494 https://infinitebanking.org/agents/Befort399 LinkedIn: https://www.linkedin.com/in/david-a-befort-jr-09663972/ https://www.linkedin.com/in/paul-fugere-762021b0/ Email: davidandpaul@theibcguys.com