Podcast appearances and mentions of nelson nash

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Best podcasts about nelson nash

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Latest podcast episodes about nelson nash

Banking With Life Podcast
Life Insurance Company Dividends (Part 3) (BWL POD #0272)

Banking With Life Podcast

Play Episode Listen Later Sep 12, 2025 27:32


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.

The Infinite Wealth Podcast
How to Invest in Oil and Gas Safely: Insights from Aspen Funds With Ben Fraser

The Infinite Wealth Podcast

Play Episode Listen Later Sep 9, 2025 38:15


Book a call to see if we can help you achieve your goals in less time with less risk:  http://bit.ly/iwc15podcast Could oil and gas be the key to diversifying your portfolio and generating passive income? In this episode, Cameron Christiansen and Anthony Faso interview Ben Fraser, Chief Investment Officer at Aspen Funds. Ben shares his unique approach to oil and gas investments and explains why this often-overlooked sector still presents significant opportunities for today's investors. He explains the macroeconomic factors that make oil and gas a key asset class, despite the common fear surrounding fossil fuels, and discusses the current limitations of renewable energy. Ben's insight provides a clear path for anyone seeking to diversify their portfolio with alternative investments that offer substantial passive income. Whether you're an accredited investor or just getting started, this insider knowledge will help you understand why oil and gas could be part of your investment strategy.   In This Episode: - Oil and gas: the often overlooked opportunity - Why fossil fuels are here to stay - Macro-driven investing: understanding the bigger picture - Aspen Funds' approach to investing - Ben's advice for new investors - Avoiding bad actors in oil and gas investments - What to look for before making an investment decision   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 - Invest Like a Billionaire Book by Bob & Ben Fraser - https://www.thebillionairebook.org/   Connect with Ben Fraser: - Website - https://aspenfunds.us/ - LinkedIn - https://www.linkedin.com/in/benwfraser/ - Invest Like a Billionaire Podcast - https://www.thebillionairepodcast.com/   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. A podcast show partner sponsors this episode. 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.

Wealth Warehouse
Episode 187: Infinite Banking: Do Something Today That Your Future Self Will Thank You For

Wealth Warehouse

Play Episode Listen Later Sep 8, 2025 30:45


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

DURHAM TALENTS CHANNEL
Jesse W. Durham on The Money Advantage Podcast

DURHAM TALENTS CHANNEL

Play Episode Listen Later Sep 8, 2025 55:06


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

Banking With Life Podcast
Life Insurance Company Dividends (Part 2) (BWL POD #0271)

Banking With Life Podcast

Play Episode Listen Later Sep 5, 2025 24:06


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.

DURHAM TALENTS CHANNEL
The Money Memo SeriesMoney Memo #1: Get Out of Debt - Infinite Banking or NOT!

DURHAM TALENTS CHANNEL

Play Episode Listen Later Sep 5, 2025 1:56


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

Better Wealth with Caleb Guilliams
I Left Wall Street to Build Real Wealth | What I Discovered Changed Everything…

Better Wealth with Caleb Guilliams

Play Episode Listen Later Sep 4, 2025 26:22


Interview with Russ Morgan, the co-founder of Wealth Without Wall Street. Russ explains why he abandoned Wall Street in pursuit of financial freedom and how he discovered the infinite banking process through Nelson Nash. Russ now makes $50k a month in passive income, utilizing the tools and lessons he's learned ever since leaving the rat race.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.

The Infinite Wealth Podcast
Hidden Real Estate Profits: Tax Liens, Tax Deeds & High-Yield Passive Income With Brian Seidensticker

The Infinite Wealth Podcast

Play Episode Listen Later Sep 2, 2025 35:42


Book a call to see if we can help you achieve your goals in less time with less risk:  http://bit.ly/iwc15podcast Do you want to know how to invest in real estate without swinging a hammer or managing tenants? Discover how tax liens and tax deeds let investors generate passive income, high returns, and scale wealth without ever touching a property. In this episode, hosts Cameron Christiansen and Anthony Faso explore the world of tax liens and tax deeds with Brian Seidensticker, co-founder of Last Best Partners. Brian shares how this often misunderstood niche actually helps communities by funding critical services and revitalizing properties, all while providing investors with unique opportunities for both active and passive income. You'll learn the differences between tax liens and deeds, how much capital is needed to get started, and the strategies that seasoned investors use to generate consistent returns. Whether you're a seasoned investor or just exploring passive income, this episode gives a rare inside look at scalable, low-barrier-entry real estate investments and how to leverage funds for maximum efficiency.   In This Episode: - The surprising truth: tax investing helps communities - Tax liens vs. deeds: what every investor must know - How Brian got involved in this niche - How investors make money - Industry shake-up: Supreme Court decisions you need to know - Capital, time, and education required to start in this niche - DIY or fund? The smarter way to invest - Collateral, risk, and scaling strategies - How to get educated and take action   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 Brian Seidensticker: - Website - https://www.lastbestpartners.com/companies/mount-north-capital and https://www.taxsaleresources.com/ - LinkedIn - https://www.linkedin.com/in/brian-seidensticker-90117021/   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.

Finances Fondamentales
145 - « Becoming Your Own Banker » de Nelson Nash

Finances Fondamentales

Play Episode Listen Later Sep 2, 2025 29:59


Dans ce 145e épisode,je fais la synthèse du livre « Becoming Your Own Banker » écrit par Nelson Nash en 2009 àpartir de cinq éléments clés à retenir :1. L'Infinite Banking,c'est quoi?2. Quel typed'assurance?3. Construire sa banque4. Enfants et université5. Points à considérer…! Abonne-toi pour soutenir montravail et obtenir un épisode supplémentaire chaque mois : https://podcasters.spotify.com/pod/show/financesfondamentales/subscribe Je t'invite aussi à suivrela page Facebook « Finances Fondamentales - éducation et investissement » pouravoir accès à l'image synthèse de l'épisode et pour me poser tes questions.Page Facebook : ⁠⁠⁠⁠https://www.facebook.com/profile.php?id=100088196588852⁠⁠⁠⁠ Page Instagram dupodcast : https://www.instagram.com/finances.fondamentales/?hl=fr Chaque matin, lebalado InfoBref résume l'actualité en 5 minutes: https://spoti.fi/3SiIdmeL'infolettre qui donnel'essentiel des nouvelles en 5 minutes: https://infobref.com/ff Gmail: ⁠⁠⁠⁠Financesfondamentales@gmail.com⁠⁠⁠⁠ Clausede non-responsabilitéInvestir comporte des risques deperte. Ce podcast est uniquement à des fins d'information et ne doit pas êtreconsidéré comme un conseil en investissement personnalisé ou être utilisé pourprendre des décisions d'investissement. L'animateur du podcast peut détenir despositions dans les titres discutés.L'animateur du podcast reçoit despaiements de diverses entités pour des publicités. L'inclusion de tellespublicités ne constitue ni n'implique une approbation, un parrainage ou unerecommandation de ceux-ci, ou toute affiliation avec ceux-ci. Lesinvestissements dans des titres comportent des risques de perte. Toute mentiond'un titre particulier et des données de performance associées ne constitue pasune recommandation d'acheter ou de vendre ce titre. Les informations fourniessur le podcast ne sont pas destinées à un investisseur ou à une catégoried'investisseurs spécifiques et sont fournies uniquement à titre d'informationgénérale.Évidemment, rien sur ce podcast nedoit être considéré comme un conseil financier personnalisé ou unesollicitation d'achat ou de vente de titres. Pour tout conseil spécifique,veuillez consulter un professionnel. L'animateur du podcast ne peut être tenuresponsable de vos décisions financières.

Wealth Warehouse
Episode 186: Infinite Banking: Do This Before You Pay a Big Expense! Live replay of Wealth Warehouse Webinar August 2025

Wealth Warehouse

Play Episode Listen Later Sep 1, 2025 61:34


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

DURHAM TALENTS CHANNEL
EMS #33 Guaranteed Insurability Rider on Whole Life for Infinite Banking

DURHAM TALENTS CHANNEL

Play Episode Listen Later Sep 1, 2025 12:27


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

Target Market Insights: Multifamily Real Estate Marketing Tips
Breaking Money Myths with Chris Naugle, Ep. 743

Target Market Insights: Multifamily Real Estate Marketing Tips

Play Episode Listen Later Aug 29, 2025 36:34


Chris Naugle is America's #1 money mentor, a former pro snowboarder turned entrepreneur and founder of The Money School. He has built and managed multiple businesses, authored books on wealth, and now teaches people how to take back control of their finances using the infinite banking concept. Through his methods, Chris has helped thousands of investors and entrepreneurs rethink how money really works.    

Banking With Life Podcast
Life Insurance Company Dividends (Part 1) (BWL POD #0270)

Banking With Life Podcast

Play Episode Listen Later Aug 29, 2025 25:31


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.

Cashflow Legendz
S2EP76| Nelson Nash's Thoughts on Universal Life and Variable Life

Cashflow Legendz

Play Episode Listen Later Aug 29, 2025 54:20


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.  

DURHAM TALENTS CHANNEL
The Round Table Series #11: Dealing with Underwriting - Part 2

DURHAM TALENTS CHANNEL

Play Episode Listen Later Aug 29, 2025 59:36


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”

Wealthy Wellthy Wise
#340 Becoming Your Own Banker: Richard Canfield on Infinite Banking, Legacy & Financial Freedom

Wealthy Wellthy Wise

Play Episode Listen Later Aug 27, 2025 54:07


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.

The Infinite Wealth Podcast
Infinite Wealth x Wealth Without Wall Street: The Ultimate Investor Resource Hub with Russ Morgan

The Infinite Wealth Podcast

Play Episode Listen Later Aug 26, 2025 27:44


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.

Wealth Warehouse
Episode 185: Infinite Banking and the Road Less Traveled

Wealth Warehouse

Play Episode Listen Later Aug 25, 2025 36:19


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

DURHAM TALENTS CHANNEL
The Round Table Series #11: Dealing with Underwriting - Part 1

DURHAM TALENTS CHANNEL

Play Episode Listen Later Aug 25, 2025 59:02


The Round Table Series #11: Dealing with Underwriting - Part 1In 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”

Banking With Life Podcast
Banking With Life Clients: In Their Own Words (Part 6) (BWL POD #0269)

Banking With Life Podcast

Play Episode Listen Later Aug 22, 2025 33:46


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.

DURHAM TALENTS CHANNEL
Q & A #23 Infinite Banking with Multiple Policies

DURHAM TALENTS CHANNEL

Play Episode Listen Later Aug 22, 2025 18:54


Q & A #23 Infinite Banking with Multiple PoliciesIn this installment of the Question and Answer Series we consider many policies one can have, how your credit score effects Infinite Banking, mutual life insurance company selection, the medical exam, managing multiple policy loans and more!⚔️ LIVE & LEAVE A LASTING LEGACY

The Infinite Wealth Podcast
Don't Get Burned: Smarter Borrowing and Lending in Hard Money Deals with Jason Balin

The Infinite Wealth Podcast

Play Episode Listen Later Aug 19, 2025 32:22


Book a call to see if we can help you achieve your goals in less time with less risk:  http://bit.ly/iwc15podcast Ever wondered how to build a profitable lending business without the headache of flipping houses? In this episode, Cameron Christiansen and Anthony Faso sit down with Jason Balin, co-founder of Hard Money Bankers, to discuss insider secrets on how to create steady, passive income through private lending in real estate.  Jason shares his journey, from launching a lending business during the 2007 recession to managing millions in loans and helping countless borrowers secure financing. He emphasizes the importance of finding the right loan-to-value ratio to ensure profitable lending opportunities and how hitting singles, not home runs, is the key to sustainable growth. Jason walks listeners through the steps to become a successful private lender, explaining the four key components: Collateral, Character, Capacity, and Credit. He also explores the risks and rewards of hard money lending and why this business model offers an attractive way to build passive income without getting bogged down in daily operations.  Whether you're an investor or aspiring to be one, this episode is packed with valuable insights on leveraging hard money lending for steady returns. Tune in to learn how to get started in private lending.   In This Episode: - Introduction to Jason Balin - How Jason started doing hard money lending - Why private lending is a safer investment - The four C's of private lending  - Red flags borrowers need to watch out for in private lenders - Evaluating deals and borrowers - The mindset required to succeed in private lending - How to learn more about hard money lending   Resources:  - 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 Jason Balin: - Website - https://www.hardmoneybankers.com/ - LinkedIn - https://www.linkedin.com/in/jasonbalin - Podcast - https://podcasts.apple.com/us/podcast/private-lenders-podcast/id1476153070   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.

Wealth Warehouse
Episode 184: Infinite Banking: Now We're Cooking With Gas!

Wealth Warehouse

Play Episode Listen Later Aug 18, 2025 24:46


Visit our website: https://www.thewealthwarehousepodcast.com/Register here for the next live Wealth Warehouse Webinar happening Saturday August 23rd at 10AM CST/11AM EST:https://us06web.zoom.us/meeting/register/d8lsgiQPR4u08Voj_XmItQWelcome back to another episode of Wealth Warehouse!This week, the guys break down a simple but powerful analogy: why Infinite Banking is like cooking with gas instead of using an electric stove.What's the difference? Control.Gas gives you instant heat, faster response, and more precision, just like IBC gives you direct access to your money, faster decision-making, and the freedom to finance on your own terms. No waiting. No permission slips. No middlemen.If you're tired of being at the mercy of traditional banks and financial institutions, this conversation will show you what it really means to take the controls back.Becoming Your Own Banker by Nelson Nash: https://infinitebanking.org/product/becoming-your-own-banker/ref/46/Episode Highlights:0:00 - Introduction1:14 - Episode beginning5:21 - Infinite Banking and cooking with gas6:41 - How many things in life can you control?13:33 - Owning the banking function21:43 - 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

Banking With Life Podcast
2018 Banking With Life Webinar Revisited (Part 2)

Banking With Life Podcast

Play Episode Listen Later Aug 18, 2025 19:12


In Part 2 of this special series, James continues his updated commentary on the 2018 webinar that's quietly lived behind the scenes in our Learning Center. As we continue bringing this content forward, each section gets a fresh look with updated insight and perspective.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.

Banking With Life Podcast
2018 Banking With Life Webinar Revisited (Part 3)

Banking With Life Podcast

Play Episode Listen Later Aug 18, 2025 18:18


In Part 3 of this special series, James wraps up his updated commentary on the original 2018 webinar. After revisiting key financial challenges and critiques in the earlier episodes, this final segment introduces two foundational ideas that must click before the Infinite Banking Concept® can make sense.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.

Farming Without the Bank Podcast
Ep. 315 - The True Value of Money

Farming Without the Bank Podcast

Play Episode Listen Later Aug 15, 2025 52:17


In this episode, Mary Jo and John continue their study through Nelson Nash's Becoming Your Own Banker book. They address common misconceptions about money, interest, and banking systems, emphasizing the importance of viewing money as valuable and leveraging whole life insurance to become your own banker. The discussion includes the biblical basis for earning interest, the mechanics of banking, and the critical aspects of creating a personal banking system. Audio Production by Podsworth Media - https://podsworth.com 

DURHAM TALENTS CHANNEL
Infinite Banking & Annuities - Part 2

DURHAM TALENTS CHANNEL

Play Episode Listen Later Aug 15, 2025 87:07


Infinite Banking & Annuities - Part 2In this campaign for further financial fitness, I talk with returning contributor and my friend, Joe DeFazio from 10th Street Capital.We discuss annuities. We look at annuities simply based on their own virtue; at face value. We describe what they are, who should consider them, what is their purpose, etc. We also weigh in on annuities in the context of implementing infinite banking.To connect with Joe, go to www.10thstreetcapital.comI hope you enjoy and learn!⚔️ LIVE & LEAVE A LASTING LEGACY

The Infinite Wealth Podcast
Why the Wealthy Are Flocking to Self-Storage: Secrets From Ssse CEO Fernando Angelucci

The Infinite Wealth Podcast

Play Episode Listen Later Aug 12, 2025 30:05


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 invest in a recession-resistant asset that generates consistent cash flow? In this episode, Cameron Christiansen and Anthony Faso chat with SSSE CEO Fernando Angelucci, who oversees over $250 million in self-storage assets across 24 states. Fernando reveals how he transitioned from an engineer to a self-storage mogul, and why he believes self-storage is one of the most profitable and stable investment opportunities today. He breaks down the three pillars of his business, providing unique investment opportunities for both passive and active investors. Fernando also highlights the benefits of alternative investments over Wall Street, emphasizing the value of diversification through private, non-correlated assets. Whether you're looking to passively invest in a fund or take a hands-on approach with individual assets, Fernando shares valuable insights on how to enter the self-storage market. Tune in and learn how you can leverage self-storage to build a steady stream of passive income and why this asset class should be on your radar.   In This Episode: - Why self-storage is recession-resistant and profitable - What makes Fernando's strategy different from his peers? - Who is a good fit for this type of investment? - How to evaluate self-storage opportunities for investment - The three pillars of Fernando's self-storage strategy - Should you invest in a self-storage fund or individual assets? - How to reach out to Fernando for investment opportunities   Resources:  - 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 Fernando Angelucci: - Website - https://ssse.com/ - Cellphone - (630) 408-8090 - LinkedIn - https://www.linkedin.com/in/thestoragestud/   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.

Wealth Warehouse
Episode 183: Infinite Banking: The Only Financial "Hack" You'll Ever Need

Wealth Warehouse

Play Episode Listen Later Aug 11, 2025 27:41


Visit our website: https://www.thewealthwarehousepodcast.com/Registers here for the next live Wealth Warehouse Webinar happening Friday August 22nd at 11AM CST/Noon EST: https://us06web.zoom.us/meeting/register/d8lsgiQPR4u08Voj_XmItQWelcome back to another episode of Wealth Warehouse!In this episode Dave and Paul push back on the idea that IBC is a clever financial hack you can deploy and forget. It's a philosophy, daily practice and most importantly: a way of life. Expect a practical conversation about mindset, discipline, and the long-range planning required to make IBC work for you. If you're looking for instant gratification, this one will reset your expectations.Becoming Your Own Banker by Nelson Nash: https://infinitebanking.org/product/becoming-your-own-banker/ref/46/Episode Highlights:0:00 - Introduction0:50 - Episode beginning2:06 - IBC as a financial ‘hack'9:28 - Process and mindset16:50 - Self- reliance23:55 - The ‘hack' mindset25:22 - 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

DURHAM TALENTS CHANNEL
Infinite Banking & Annuities - Part 1

DURHAM TALENTS CHANNEL

Play Episode Listen Later Aug 11, 2025 52:58


Infinite Banking & Annuities - Part 1In this campaign for further financial fitness, I talk with returning contributor and my friend, Joe DeFazio from 10th Street Capital.We discuss annuities. We look at annuities simply based on their own virtue; at face value. We describe what they are, who should consider them, what is their purpose, etc. We also weigh in on annuities in the context of implementing infinite banking.To connect with Joe, go to www.10thstreetcapital.comI hope you enjoy and learn!⚔️ LIVE & LEAVE A LASTING LEGACY

DURHAM TALENTS CHANNEL
Infinite Banking EncycloMedia Series #32 Waiver of Premium Rider

DURHAM TALENTS CHANNEL

Play Episode Listen Later Aug 8, 2025 9:51


Infinite Banking EncycloMedia Series #32 Waiver of Premium RiderIn this installment we discuss the ability to secure having premiums waived on whole life insurance and convertible term insurance policies that you, for the purpose of Infinite Banking, in the event of a qualifying circumstance of disability. It's a great safe guard, worth considering, for your vital assets. 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

Grandma's Wealth Wisdom
Infinite Banking Secrets Revealed: Grant Thompson on Building Wealth & Financial Freedom

Grandma's Wealth Wisdom

Play Episode Listen Later Aug 6, 2025 47:16 Transcription Available


Think you know how money works? Think again.   In this episode of the Wealth Wisdom Financial podcast, Brandon sits down with Grant Thompson, a financial strategist with 30+ years of boots-on-the-ground experience and a fierce passion for flipping the traditional money script.   Grant, a partner at Thompson & Thurman in Amarillo, TX, unpacks the Infinite Banking Concept and how he's helped clients, from business owners to families, take back control of their finances.   Inspired by Nelson Nash, Grant shares the pivotal moment that changed everything for him, and how that led to using whole life insurance, annuities, and cash flow strategies to build wealth outside Wall Street.   We're talking:

The Infinite Wealth Podcast
Invest Like a Billionaire: Unlock the Secrets of the Ultra-Rich with Bob Fraser

The Infinite Wealth Podcast

Play Episode Listen Later Aug 5, 2025 37:07


Book a call to see if we can help you achieve your goals in less time with less risk:  http://bit.ly/iwc15podcast Have you ever wondered where the ultra-wealthy are putting their money to build more wealth? Today, you're going to find out how to invest like a billionaire.  In this episode, Cameron Christiansen and Anthony Faso are joined by Bob Fraser, co-founder of Aspen Funds and author of the upcoming book Invest Like a Billionaire: Unlocking the Wealth Secrets of the Ultra-Rich. Bob dives into the world of alternative investments (alts) and the secrets that billionaires have been using for years to achieve higher returns with less risk, and how you can apply these strategies even with a smaller portfolio.  Bob also gives practical tips for finding the right investment sponsors and discusses why it's never too early to start thinking like a savvy investor. Tune in to learn how to break free from the traditional stock market mindset and start building wealth with smarter, safer investments today.   In This Episode: - Introduction to Bob Fraser - Private investment alternatives (alts): The secret to higher returns - The importance of financial education in achieving long-term wealth - What makes Bob's book different from other financial books? - The myth of diversification and why it's failing average investors - The risks involved with investing in public and private markets - Evaluating private investment deals and selecting the right sponsors - The power of real estate and private credit in building wealth - Recommended portfolio allocation for the millionaires - Bob's advice on how to get started with alternative investments   Resources:  - Invest Like a Billionaire: Unlocking the Wealth Secrets of the Ultra-Rich by Bob Fraser - https://www.amazon.com/dp/B0F3W2SNDS - 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 Bob Fraser: - Website - https://aspenfunds.us/ and https://bobfraser.org/ - LinkedIn - https://www.linkedin.com/in/bobfraser10/   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.

DURHAM TALENTS CHANNEL
Get Out of Debt with Infinite Banking

DURHAM TALENTS CHANNEL

Play Episode Listen Later Aug 5, 2025 24:35


Here's the video of how I paid off our bad debt with Infinite Banking!It's the Life Lesson on Leveraging Liabilities (Debt Recapture)https://bit.ly/GetOutOfDebtWithInfiniteBanking⚔️ LIVE & LEAVE A LASTING LEGACY

Wealth Warehouse
Episode 182: Infinite Banking: Paul & David are Interviewed by the Nelson Nash Institute

Wealth Warehouse

Play Episode Listen Later Aug 4, 2025 50:35


Visit our website: https://www.thewealthwarehousepodcast.com/Becoming Your Own Banker by Nelson Nash: https://infinitebanking.org/product/becoming-your-own-banker/ref/46/Welcome back to another episode of Wealth Warehouse!Welcome back to another episode of Wealth Warehouse!In this week's episode, Dave and Paul sit down to be interviewed by the NNI itself – in this special interview with current NNI chairman David Stears and his co-host.In addition to tracing back to the beginning – both for their podcast and as agents – Dave and Paul also field questions about IBC itself, what they love about it, how they got started, and much more.Episode Highlights:0:00 - Introduction3:36 - Episode beginning4:18 - How Dave and Paul first met6:58 - When did you first read ‘Becoming Your Own Banker'?11:46 - Starting the podcast and becoming agents20:11 - Meeting Nelson Nash22:35 - Why was it important to become a practitioner?28:54 - What Dave and Paul have learned so far37:40 - Ways has IBC impacted Dave and Paul's clients43:42 - What IBC means to Dave and Paul49:18 - 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

Banking With Life Podcast
2018 Banking With Life Webinar Revisited (Part 1)

Banking With Life Podcast

Play Episode Listen Later Aug 1, 2025 25:23


In this special video, James revisits a webinar originally recorded in 2018, one that's quietly lived behind the scenes in our Learning Center. As we continue improving the resources available to the public, we took another look and realized this content deserves to be out front and accessible to all.The Learning Center is available at: ➫ bankingwithlife.com/learning-center/As always, we hope you enjoy the episode and thank you for watching.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.

DURHAM TALENTS CHANNEL
EncycloMedia Series #31 Chronic & Terminal Illness Riders

DURHAM TALENTS CHANNEL

Play Episode Listen Later Aug 1, 2025 10:17


EncycloMedia Series #31 Chronic & Terminal Illness RidersIn this installment we discuss the virtue of having whole life insurance policies with Chronic and Terminal Illness Riders. For those of us implementing Infinite Banking, we are intentionally using high-cash value structured policies for our need of finance in particular, and yet, it behooves us to think long range (as Nelson would encourage us) to include being prepared for worse-case scenarios such as having a chronic or terminal illness. You should understand these options. 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

The Infinite Wealth Podcast
What If Your Money Could Pay You Now AND Later?

The Infinite Wealth Podcast

Play Episode Listen Later Jul 29, 2025 19:43


Book a call to see if we can help you achieve your goals in less time with less risk:  http://bit.ly/iwc15podcast Are you torn between spending money now or saving it for the future? What if you can do both at the same time? In this episode, Cameron Christiansen and Anthony Faso address a common financial myth that you have to choose between spending and saving. They introduce the concept of Infinite Banking, a system that enables you to use your money today without compromising future growth. Through personal stories and client examples, they illustrate how utilizing the cash value from a life insurance policy enables you to cover immediate needs (such as individual or business opportunities) while still allowing your money to grow. It's all about making your money work in multiple places at once. Tune in to learn how to create financial flexibility, why both today and tomorrow can be secure, and how Infinite Banking could change your financial future.   In This Episode: - The myth of choosing between spending today or saving for later - Cameron's breakthrough moment with Infinite Banking - How to enjoy life now and secure your future with no guilt - What makes Infinite Banking different from traditional savings? - Real-world example: Paying for IVF using your policy - Practical steps to start implementing Infinite Banking today - How to use money in two places at once (investing and growing) - How to figure out if Infinite Banking is for you   Resources:  - 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 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.

Wealth Warehouse
Episode 181: Infinite Banking: How does De-dollarization, Crypto and AI Affect Infinite Banking and Life Insurance?

Wealth Warehouse

Play Episode Listen Later Jul 28, 2025 38:40


Visit our website: https://www.thewealthwarehousepodcast.com/Becoming Your Own Banker by Nelson Nash: https://infinitebanking.org/product/becoming-your-own-banker/ref/46/Welcome back to another episode of Wealth Warehouse!This week, Dave and Paul tackle a listener question and roll that topic into a larget discussion on the state of the US dollar – can it be “trusted”, or should we (and IBC practitioners) be moving away from it as a primary form of currency. The fellas weigh in and let you know just how much (or little) this should concern you.Additionally, they touch on a couple conversations they had at a recent conference, including the future of life insurance and A.I.Episode Highlights:0:00 - Teaser2:07 - Episode beginning4:37 - Listener question6:44 - Should you be concerned about the US dollar?9:40 - What's the alternative?15:46 - On crypto, forms of value and equity23:25 - Life insurance and financial security28:50 - Life insurance and A.I.37:39 - 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

Banking With Life Podcast
Direct vs. Non-Direct Recognition: What's the Real Difference? (BWL POD #0268)

Banking With Life Podcast

Play Episode Listen Later Jul 25, 2025 33:05


In this episode, James discusses the differences between direct and non-direct recognition life insurance companies. He walks through the mechanics, clears up common misconceptions, and explains why the distinction matters 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! ➫ 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.

Cashflow Legendz
S2EP72| Becoming Your Own Banker Part 17

Cashflow Legendz

Play Episode Listen Later Jul 25, 2025 43:13


In Part 17 of our Becoming Your Own Banker series, we dive deep into one of the most essential yet overlooked aspects of Infinite Banking: understanding and trusting the process. Nelson Nash said it best: “When you can understand what is going on, you will know what to do.” This episode is about slowing down and really grasping what's beneath the surface of the IBC process. It's not just about numbers or policies — it's about a mindset shift that allows you to break away from traditional banking systems and step into long-term financial control. We also explore the importance of trusting not only the process but the person guiding you through it, because clarity builds confidence, and confidence builds consistency. If you've ever found yourself questioning whether you're “doing it right,” this episode will ground you in the principles and remind you that mastering this concept is a journey, not a transaction.

The Infinite Wealth Podcast
How One Machine Can Replace a Day Job (Without the Boss) With Mike Hoffmann

The Infinite Wealth Podcast

Play Episode Listen Later Jul 22, 2025 33:05


Book a call to see if we can help you achieve your goals in less time with less risk:  http://bit.ly/iwc15podcast Could a vending machine replace your day job and income? Today's guest discovered how to turn vending machines into a powerful cash flow—no tech expertise, trust funds, or tenants required.  In this episode, Cameron Christiansen and Anthony Faso interview Mike Hoffmann, a dedicated family man and health enthusiast. He's the founder of Vendingpreneurs, where he shows everyday people how to build wealth by growing their own vending machine business, one machine at a time. Mike discusses the rise of unattended retail, from smart coolers to cashless transactions, offering a modern-day "lemonade stand" business model. He breaks down how vending has evolved from the old-school snack machines to high-tech, AI-powered systems.  He also explains how easy it is to scale, starting small with one machine or buying an existing route and flipping it for higher profits. Even more interesting, he shares how kids as young as 12 are thriving in the vending business, teaching them valuable entrepreneurial skills at a young age. Listen to learn how to get started, the secrets to finding locations, and the potential to build a six-figure income from vending machines, whether you're working part-time or going all in! Interested in building a profitable, semi-passive vending machine business? Apply Now! - https://www.vendingpreneurs.ai/application/   In This Episode: - The moment that sparked Mike's vending journey - Vending 2.0: AI-powered machines, no quarters needed - What makes vending different from other businesses? - How does buying a vending route work? - Finding prime locations for your first machine - Overhead costs and revenue for a vending machine - The benefits of joining Mike's community - Case study: $400K/year vending success story - What hinders people from achieving success? - How to learn more about the vending machine business   Resources:  Join the Infinite Wealth Study Group - https://www.facebook.com/share/g/qC3sAWg6PhHYpRAs/  Check out our Online Course - https://infinitewealthcourse.com/home Buy Becoming Your Own Banker by R. Nelson Nash - http://bit.ly/BYOBbookIWC   Connect with Mike Hoffmann: Website - https://www.mrpassive.com/ 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.

Wealth Talks
Infinite Banking and Nelson Nash

Wealth Talks

Play Episode Listen Later Jul 22, 2025 27:52


In this episode we go back to the very beginning of the Infinite Banking Concept and the teachings of Nelson Nash to look at exactly what is Infinite Banking. Learn about the discovery of Infinite Banking, the teachings of Nelson Nash, and the core principles of The Infinite Banking Concept. This episode will bring clarity to what the Infinite Banking Concept is, and why it works so well. Real life Infinite Banking stories from clients of McFie Insurance as promised in episode 530 has been moved to episode 532. To listen to real life infinite banking stories go to episode 532.

Wealth Warehouse
Episode 180: Infinite Banking: Whole Life Insurance vs Bonds With Special Guest Ryan Fleming "The Pilot's Advisor"

Wealth Warehouse

Play Episode Listen Later Jul 21, 2025 39:55


Visit our website: https://www.thewealthwarehousepodcast.com/Becoming Your Own Banker by Nelson Nash: https://infinitebanking.org/product/becoming-your-own-banker/ref/46/Welcome back to another episode of Wealth Warehouse!This week, Dave and Paul are joined by Ryan Fleming, also known as "the Pilot's Advisor". Ryan is a Financial Advisor and holds a series 7 license, series 66 license, RICP, CRPC, and MBA. He is a 2001 graduate of the US Air Force Academy, a former Fighting Falcon's wide receiver, and retired Air Force C-17 pilot. He currently flies for FedEx and lives in SC on the lake with his wife Kari and their 2 kids.Ryan has been a Financial Advisor since 2008 and has worked primarily with commercial airline and cargo pilots helping them manage their portfolio and provide them a "safe landing" in retirement. You can find out more about Ryan and even order his Pilot's Advisor Toolkit from the websites here:https://retirepilots.com/http://ibc4pilots.com/Episode Highlights:0:00 - Teaser1:12 - Episode beginning3:01 - Background on Ryan5:39 - How Ryan began Infinite Banking7:57 - Why promote IBC instead of bonds?10:22 - Expanding on the tax situation for IBC19:25 - Sequence of returns risk24:54 - Survivor benefit and approaching retirement as a pilot36:31 - 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

Remnant Finance
When and How to Use Policy Loans - Strategic Decisions for Your Banking System

Remnant Finance

Play Episode Listen Later Jul 18, 2025 58:02


Policy loans are one of the most powerful tools in infinite banking, but they're not free money. In this episode, Hans and Brian dive deep into the strategic considerations around when to use policy loans, when to avoid them, and how to think through these decisions holistically.From philosophical approaches to practical examples, they explore the spectrum of policy loan usage in the infinite banking community, ranging from Nelson Nash's "cut out the snakes and dragons" philosophy to pure arbitrage-focused strategies. The hosts share real-world scenarios that illustrate the power of having control and optionality in your financial decisions.Through Brian's recent land purchase and various investment examples, they demonstrate why maintaining liquidity provides strategic advantages and how policy loans can be leveraged responsibly as part of a comprehensive wealth-building strategy.The Philosophy Spectrum of Policy Loans: The infinite banking community spans from Nelson Nash's "cut out the snakes and dragons" approach to pure arbitrage-focused strategies. Finding the middle ground means using policy loans strategically while maintaining core principles over the 17-20 year journey.You Finance Everything You Buy: Whether you pay cash or finance, you're always giving up opportunity cost. When you hand cash to a dealer, that money stops working for you and starts working for them. Understanding this helps frame policy loan decisions within your overall capital allocation.The Power of Having Options: Maintaining liquidity provides strategic advantages. Keeping cash reserves above emergency fund levels allows you to seize unexpected opportunities, while having multiple financing options creates optimal decision-making flexibility.When NOT to Use Policy Loans: Avoid using policy loans for daily expenses, laddering policies (using loans to fund new policies), and taking loans without a repayment plan. Policy loans require responsible banking practices despite their flexibility.Investment Arbitrage Considerations: A 10% minimum return threshold provides one framework for policy loan investments. Asset allocation models can guide decisions beyond simple interest rate arbitrage across real estate, private lending, and other investment categories.➡️ Chapters00:00 - The Power and Responsibility of Policy Loans01:00 - Current Economic Environment and Tax Policy05:00 - Policy Loan Decision Framework08:00 - The 17-20 Year Journey to Financial Independence12:00 - Car Dealership Financing vs Policy Loans16:00 - The Ability to Repay as a Position of Strength22:00 - Emergency vs Opportunity Funds29:00 - Invest to Live, Don't Live to Invest33:00 - Asset Allocation Over Pure Arbitrage39:00 - Personal Investment Thresholds and Strategies48:00 - What NOT to Use Policy Loans For52:00 - Future Windfalls and Repayment Planning54:00 -The Dangers of Policy LadderingGot Questions? Reach out to us at info@remnantfinance.com or book a call at www.remnantfinance.com/calendar!⁠Visit https://remnantfinance.com for more informationFOLLOW REMNANT FINANCEYoutube: @RemnantFinance (https://www.youtube.com/@RemnantFinance)Facebook: @remnantfinance (https://www.facebook.com/profile?id=61560694316588)Twitter: @remnantfinance (https://x.com/remnantfinance)TikTok: @RemnantFinance Don't forget to hit LIKE and SUBSCRIBE

Banking With Life Podcast
Banking With Life Clients: In Their Own Words (Part 5) (BWL POD #0267)

Banking With Life Podcast

Play Episode Listen Later Jul 18, 2025 34:57


In this fifth installment of our client story series, Banking With Life clients share how they first discovered the Infinite Banking Concept and how it has shaped their financial thinking over time. These candid real-life accounts highlight the lasting influence of Nelson Nash's ideas and the confidence that comes from becoming your own banker. 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.

The Infinite Wealth Podcast
How to Use Short-Term Rentals to Offset Active Income With Lamè Kinikini

The Infinite Wealth Podcast

Play Episode Listen Later Jul 15, 2025 50:00


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 slash your tax bill and earn monthly passive income without lifting a finger to manage real estate? In this episode, Cameron Christiansen and Anthony Faso sit down with Lamè Kinikini, founder of Elk Ridge Investments, who shares how his unique background, door-to-door sales experience, and deep knowledge of short-term rentals led him to build a portfolio of over 300 properties across 14 states. More importantly, Lamè breaks down how high-income W-2 earners and business owners can leverage a legal tax strategy often referred to as the short-term rental loophole to offset active income with substantial depreciation. Lamè walks listeners through his investment structure (not a syndication!), how he creatively finances deals under 5% interest, and what makes this model a true game-changer for time-strapped professionals. If you're looking for a hands-off way to earn 8% annual returns and reduce your taxes, this episode delivers the playbook. Tune in to learn how to partner on deals with Elk Ridge, why 100 hours of “material participation” is the key, and what you need to do before year-end to take full advantage.   In This Episode: - The conversation that made Lamè ditch med school - How door-to-door sales sparked a real estate empire - Turning one accidental Airbnb into 300+ rentals - How W-2 earners can legally reduce their taxes - The IRS rule you must follow to qualify - Why this isn't a syndication and why that matters - Will bonus depreciation come back in 2025? - Who this strategy is not best for - The next best step to start this strategy   Resources:  - 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 - Stay Tuned for the Upcoming Webinar with Q&A – Coming Soon!   Connect with Lamè Kinikini: - Website - https://elkridgeinvestments.journey.io/p/43y4rw4 - Instagram - https://www.instagram.com/lame.kinikini 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.

Wealth Warehouse
Episode 179: Infinite Banking: Top 5 Reasons We Want To Pay Premium Until The Day We Die

Wealth Warehouse

Play Episode Listen Later Jul 14, 2025 28:45


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 episode, Dave and Paul unpack a core belief that separates seasoned IBC practitioners from the casual policyholder: the commitment to paying premiums forever. Not because they have to, but because they want to.They break down why their policies are designed to get better with age, how they're expecting to earn more in the future than they do today, and why stopping premium payments could actually limit their wealth-building potential.They also get into the IBC mindset of relentlessly capitalizing treating premium payments not as a bill, but as a deposit into their family banking system. As Nelson Nash often said, “You're always going to finance everything you buy, you either pay interest to someone else, or you give up interest you could have earned.” If you've ever wondered whether there's a “stop point” in IBC, or if you're doing it “too aggressively,” this conversation will reframe the entire game.Episode Highlights:0:00 - Introduction1:24 - Episode beginning2:53 - Intentionally planning to pay less premium6:11 - It gets better each year11:16 - “I plan to make more money tomorrow” (than I do today)13:58 - Family loan origination18:32 - Limiting wealth growth22:45 - Prepare for windfalls26:45 - Recapping the episodeABOUT 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

Remnant Finance
What Infinite Banking Is (And What It's Not)

Remnant Finance

Play Episode Listen Later Jul 11, 2025 43:20


We in America have a massive savings problem, and while cash flow is crucial for banking, you can't flow money you don't have. The proliferation of misinformation on social media has created confusion about what infinite banking actually is versus the investment schemes being marketed under its name.In this episode, a real-world case study demonstrates how properly capitalizing an infinite banking system enabled securing 5+ acres of farmland with a clean cash offer, competing against commercial developers. This example illustrates the power of having liquid capital when opportunity strikes, rather than immediately leveraging policies for investments.The conversation cuts through the TikTok noise to emphasize that banking is a higher-order activity than investing. Building a solid capital foundation should come before chasing returns, and true infinite banking focuses on taking over the financing function in your life, not arbitrage plays or rate-of-return strategies.The Land Deal Case Study: A practical demonstration of infinite banking's power when 5+ acres behind a new home hit the market. The ability to outcompete commercial builders with a clean cash offer, no contingencies, and quick closing came from having properly capitalized the system rather than immediately leveraging it for investments.Banking vs. Investing Hierarchy: Banking is emphasized as a higher-order operation than investing. You need to accumulate and preserve capital first, then understand how to control cash flow in and out of your system. Investing should only come after your protection and savings foundation is solid.The TikTok Problem: Addressing the misinformation spreading on social media about infinite banking being used for immediate arbitrage plays or laddering with IULs. True infinite banking focuses on taking over the financing function in your life, not chasing rates of return.Emergency-Opportunity Fund Strategy: Before using infinite banking for investments, establish clear tiers: emergency fund minimums, opportunity fund above that, and only then investment capital. Learn something well before risking money in it, whether that's real estate, options trading, or any other investment vehicle.➡️Chapters00:00 - Opening: America's Savings Problem01:00 - Estonia Trip & Real Estate Changes02:00 - The Land Opportunity Case Study04:00 - Competing with Commercial Developers06:00 - Quality of Life vs. Cash Flow Investments08:00 - The Simplicity of Policy Loans10:00 - Banking as Higher-Order Activity12:00 - The Arbitrage Misconception14:00 - Nelson Nash's Original Vision16:00 - Owning vs. Financing Assets18:00 - Security vs. Speculation20:00 - The Banker Always Wins22:00 - Policy Loan Mechanics Explained24:00 - Emergency vs. Opportunity vs. Investment Tiers26:00 - Learning Before Leveraging28:00 - Market Data Reality Check32:00 - Protection Before Wealth Building34:00 - Long-Term Market Returns Analysis36:00 - The Nuclear Power Analogy38:00 - Focus on Foundation, Not Hype40:00 - Taking Over Your Banking Function Got Questions? Reach out to us at info@remnantfinance.com or book a call here!⁠Visit https://remnantfinance.com for more informationFOLLOW REMNANT FINANCEYoutube: @RemnantFinance (https://www.youtube.com/@RemnantFinance)Facebook: @remnantfinance (https://www.facebook.com/profile?id=61560694316588)Twitter: @remnantfinance (https://x.com/remnantfinance)TikTok: @RemnantFinance Don't forget to hit LIKE and SUBSCRIBE

Banking With Life Podcast
Banking With Life Clients: In Their Own Words (Part 4) (BWL POD #0266)

Banking With Life Podcast

Play Episode Listen Later Jul 11, 2025 44:42


In this fourth installment of our client story series, more Banking With Life clients open up about how they discovered the Infinite Banking Concept® and how it has shaped their thinking over time. From early skepticism to long-term conviction, these candid, unscripted stories highlight the real impact of IBC in everyday life. Hear how Nelson Nash's foundational ideas continue to influence how they save, spend, and think about money, years after they started. 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.