Podcasts about tax consultant

In this third installment, James shares a collection of clips answering foundational IBC® questions. He highlights why the policy owner's actions such as capitalization, premium payments, and loan repayments ultimately shape long-term results. 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.

Welcome to another episode of Building the Premier Accounting Firm. Today, host Roger Knecht welcomes Mark Myers, a former Marine and CEO of Tax Wise Partners, to discuss his journey from managing health clubs to specializing in tax advisory. This episode delves into effective tax planning strategies, the power of B2B collaborations for accounting firms, and personal insights on entrepreneurship and work-life balance. In This Episode: 00:00 Introduction to Mark Myers 02:16 From Operator to Tax Consultant 06:39 The Value of Tax Planning 09:27 B2B Marketing for Tax Strategies 13:19 Collaboration and Pricing Model 17:46 Business Mantra & Ideal Client 21:51 Entrepreneurial Journey & Freedom 27:37 Sacrifices, Gratitude, and Legacy 33:03 Advice for Budding Entrepreneurs 37:58 Charitable Giving & Final Thoughts 46:50 Podcast Wrap-up and Resources Key Takeaways: Explore tax efficiency beyond standard preparation by understanding the 75,000 pages of tax code. Leverage B2B partnerships with RIAs, CPAs, EAs, and bookkeepers to expand service offerings without increasing bandwidth. Prioritize service quality and responsiveness to maintain strong relationships with strategic partners and their clients. Identify ideal clients for advanced tax strategies, typically those with $400,000+ in ordinary income or significant capital gains. Plan your entrepreneurial transition by securing a baseline income and managing expenses to reduce stress. Featured Quotes: "There's 75,000 pages of tax code. There's a lot of ways to reduce your taxes if you know where the coupons are." — Mark Myers "You only have so much time in a day and there's compliance work that has to be done… Where do you have time to figure out what is possible, not just what's the norm?" — Mark Myers "I always say, don't take that huge jump and say, 'I'm just gonna figure it out.' Retract as much as you can… and have some metric of income that can at least get you 80 or 90% to your number." — Mark Myers Behind the Story: Mark Myers recounts his unexpected entry into the tax world, initially drawn by the tax efficiency of insurance in estate planning. His experience as an operator, focused on revenue and margins, gave him a unique perspective on optimizing finances. This led to his specialized B2B tax advisory model, partnering with existing financial professionals to offer advanced tax strategies without competing with their core services. He reflects on the personal sacrifices and the unwavering support of his wife during the challenging early days of building his business, emphasizing the importance of planning transitions. Top 3 Highlights: Tax Strategy Specialization: Mark Myers focuses solely on tax planning, differentiating it from tax preparation to offer significant savings (average 50%) to clients. B2B Partnership Model: Instead of direct client marketing, Mark Myers collaborates with CPAs, RIAs, and bookkeepers, providing advanced tax advisory as a complementary service. Strategic Entrepreneurship: Mark Myers advises aspiring business owners to plan their transition carefully, secure a baseline income, and manage expenses to mitigate stress. Conclusion: Thank you for joining us for another episode of Building the Premier Accounting Firm with Roger Knecht. For more information on how you can establish your own accounting firm and take control of your time and income, call 435-344-2060 or schedule an appointment to connect with Roger's team here.   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Book a Free Consultation & possible partnership - https://taxwisepartners.com/   Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable.  These are a must-have addition to every accountant's library to provide quality CFO & Advisory services as a Profit & Growth Expert today: "Red to BLACK in 30 days – A small business accountant's guide to QUICK turnarounds" – This is a how-to guide on how to turn around a struggling business into a more sustainable model. Each chapter focuses on a crucial aspect of the turnaround process - from cash flow management to strategies for improving revenue. This book will teach you everything you need to become a turnaround expert for small businesses. "in the BLACK, nine principles to make your business profitable" – Nine Principles to Make Your Business Profitable – Discover what you need to know to run the premier accounting firm and get paid what you are worth in this book, by the same author as Red to Black – CPA Allen B. Bostrom. Bostrom teaches the three major functions of business (marketing, production and accounting) as well as strategies for maximizing profitability for your clients by creating actionable plans to implement the nine principles. "Your Strategic Accountant" - Understand the 3 Core Accounting Services (CAS - Client Accounting Services) you should offer as you run your business. Help your clients understand which numbers they need to know to make more informed business decisions. "Your Profit & Growth Expert" - Your business is an asset. You should know its value and understand how to maximize it. Beginning with the end in mind helps you work ON your business to build a company you can leave so that it can continue to exist in your absence or build wealth as you retire and enjoy the time, freedom, and life you want and deserve. Follow the Turnkey Business plan for accounting professionals.  This is the proven process to start and build the premier accounting firm in your area.  After more than 40 years we've identified the best practices of successful accountants and this is a presentation we are happy to share.     Also learn the best practices to automate and nurture your lead generation process allowing you to get the bookkeeping, accounting and tax clients you deserve.  GO HERE to see this presentation and learn what you can do today to identify and engage with your ideal clients.   Check it out and see what you can do to be in business for yourself but not by yourself with Universal Accounting Center.   It's here you can become a:   Professional Bookkeeper, PB Professional Tax Preparer, PTP Profit & Growth Expert, PGE   Next, join a group of like-minded professionals within the accounting community.  Register to attend GrowCon and Stay up-to-date on current topics and trends and see what you can do to also give back, participating in relevant conversations as they relate to offering quality accounting services and building your bookkeeping, accounting & tax business.   The Accounting & Bookkeeping Tips Facebook Group The Universal Accounting Fanpage Topical Newsletters: Universal Accounting Success The Universal Newsletter   Lastly, get your Business Score to see what you can do to work ON your business and have the Premier Accounting Firm. Join over 70,000 business owners and get your score on the 8 Factors That Drive Your Company's Value.   For Additional FREE Resources for accounting professionals check out this collection HERE!   Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don't want to miss.   Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe.   Also, let us know what you think of the podcast and please share any suggestions you may have.  We look forward to your input: Podcast Feedback   For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777  

Ep. #122: Durham Talents - The 1,000th Video!This is it! Our 1000th video!I hope that you have laughed and learned along this way of “living and leaving the lasting legacy”!Resources Mentioned:The Nelson Nash Instittue and BYOB book -www.infinitebanking.orgThe Nelson Nash Documentary - https://youtu.be/kv_kX5CN3tI?si=RNW52Kw0IvJcG17u⚔️ LIVE & LEAVE A LASTING LEGACY

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

The Round Table Series #13: Part 1 - Savers are Losers!In this council of The Round Table we discuss the pros and cons of saving, what it means to capitalize, the inflated money supply, the cost of living, taking control if your money with Infinite Banking, the differences between saving, investing and banking, and much more. To connect with Brandon, go to www.themoneyadvantage.com or email him directly at brandon@themoneyadvantage.comTo connect with Mark, go to Mark@elevatedcapitalstrategies.comTo reach out to Becca or to buy her book

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

EncycloMedia Series #35 Premium Deposit Account RiderIn this installment we discuss the utility of the Premium Deposit Account Rider, particularly for the individual seeking to implement Infinite Banking. Resources mentioned in the video:Non-Forfeiture Options - https://youtu.be/hdRSfeGB4JY?si=EDi8GAYAQmFR0nKbPolicy Splits - https://youtu.be/YQGlUC9Ta-I?si=DShhhz5w_gBhpPSsChild Benefit Rider - https://youtu.be/XTsl7rjghaU?si=DEVZbRQpHuzjflzPHappy 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

 Interview Series #34: David HammerIn this episode of the Interview Series I interview David Hammer.David had an extensive background in finance, Wall Street, insurance and much more leading up to his exposure to the Infinite Banking Concept. David now personally practices, Infinite Banking and is an Authorized Infinite Banking Practitioner. In this video, we discussed his background, his experience of implementing the concept and more!I hope you enjoy our conversation and learn!To connect with David:Email: hammerd3@gmail.comPhone: 201–709–6158⚔️ “LIVE & LEAVE A LASTING LEGACY”

In this sixth volume of the Best of the Banking With Life Podcast, we've assembled another collection of standout moments from recent episodes. From thought-provoking discussions to timeless lessons on the Infinite Banking Concept®, these highlights showcase the enduring relevance of Nelson Nash's ideas. As always, we hope you enjoy and thank you for listening!Best Of The Banking With Life Podcast Playlist: ➫ www.youtube.com/playlist?list=PLx…XlVl7C5bPyZ0SX1WNMake 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.

⚔️ LIVE & LEAVE A LASTING LEGACY

How to Pick Your Agent for Infinite Banking In this episode I talk with Rob Brayton and Bruce Wehner on some points of interest as it concerns picking an agent to work with for Infinite Banking. Company selection, product selection, policy design, etc. are all very important and yet, picking a practicing Infinite Banking agent that can coach you well may be arguably even more important. To connect with Rob, go to: www.perfectspiralcapital.comHis Book:www.afathershandbook.comRob's YouTube channel:https://youtube.com/@robbraytonpsc?si=EnllETF3VVrc2zerTo connect with Bruce, email him at bwehner@e3wealth.com The Money Advantage Podcast - https://youtube.com/@themoneyadvantage?si=6a4uvn1VcM61BPWX⚔️ LIVE & LEAVE A LASTING LEGACY

In this episode, James introduces a new topical series beginning with a focus on long-term thinking in the Infinite Banking Concept®. Through a collection of real client stories and candid discussions, James highlights how patience, structure, and disciplined policy design shape lasting financial results. 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.

Money Memo #3: My Wife's Worst Day EVER!In this Money Memo I tell you about my wife's worst day EVER! (Thankfully, it hasn't happened yet but, I've been preparing.)Most people either don't have protection in place for the inevitable loss of life of our family members, or don't have enough protection in place!I believe that YOU are the most valuable asset in your LIFE!Why should we insure our home, cars, phones, etc. to the fullest and not do the same with the PERSON who has those things?Are you protected?Is your family protected?RESOURCES:Here's our story of preparing a Legacy for our children through Infinite Banking!https://bit.ly/LifeLesson-Legacy⚔️ LIVE & LEAVE A LASTING LEGACY

The Interview Series #33: Bruce Wehner - The Money AdvantageIn this episode of the Interview Series I interview Bruce Wehner from E3 Wealth and Co-Host of The Money Advantage Podcast! Bruce is a living legend in the Infinite Banking Concept. He personally knew Nelson Nash and has a position on the Nelson Nash Institute Council. Bruce is a mentor of mentors within the Authorized NNI Practitioner's Program and has been a great friend and resource to me personally. I hope you enjoy our conversation and learn!To connect with Bruce, email him at bwehner@e3wealth.com The Money Advantage Podcast - https://youtube.com/@themoneyadvantage?si=6a4uvn1VcM61BPWX⚔️ “LIVE & LEAVE A LASTING LEGACY”

In this seventh installment of our client story series, even more Banking With Life clients share their experiences with the Infinite Banking Concept®. These conversations highlight the real-world impact of taking control of one's financial future, showing how consistent practice of Nelson Nash's principles continues to empower families across generations. As always, we hope you enjoy the episode and thank you for listening!Client Stories Playlist: ➫ www.youtube.com/playlist?list=PLx…9KI2F26g2M1pvHt_fMake sure to like and subscribe to join us weekly on the Banking With Life Podcast!━━━Become a client! ➫ www.bankingwithlife.com/how-to-fast-t…ur-own-bankerBuy Nelson Nash's 6.5 hour Seminar on DVD here: ➫ www.bankingwithlife.com/product/the-5…ecorded-live/ (Call us at (817) 790-0405 or email us at myteam@bankingwithlife.com for a DISCOUNT CODE)Register for our free webinar to learn more about Infinite Banking... ➫ www.bankingwithlife.com/getting-started-webinar━━━Implement the Infinite Banking Concept® with the Infinite Banking Starter Kit...The Starter Kit includes Becoming Your Own Banker by R. Nelson Nash and the Banking With Life DVD by James Neathery.It's the perfect primer for everyone interested in becoming their own banker.Buy your starter kit here: ➫ www.bankingwithlife.com/product/becom…pecial-offer/━━━Learn more about James Neathery here: ➫ bankingwithlife.com━━━Listen on your iPhone with Apple Podcasts: ➫ podcasts.apple.com/us/podcast/bank…st/id1451730017Listen on your Android through Stitcher: ➫ www.stitcher.com/podcast/bank...Listen on Soundcloud: ➫ @banking-with-life-podcast━━━Follow us on Facebook: ➳ www.facebook.com/jamescneathery/━━━Disclaimer:All content on this site is for informational purposes only. The content shared is not intended to be a substitute for consultation with the appropriate professional. Opinions expressed herein are solely those of James C. Neathery & Associates, Inc., unless otherwise specifically cited. The data that is presented is believed to be from reliable sources and no representations are made by James C. Neathery & Associates, Inc. as to another party's informational accuracy or completeness. All information or ideas provided should be discussed in detail with your Adviser, Financial Planner, Tax Consultant, Attorney, Investment Adviser or the appropriate professional prior to taking any action.

The Infinite Banking Round Table Series #12 - Part 2: Can I Use My Real Estate for Infinite Banking?In this council of The Round Table we address, and emphasize, the process of Infinite Banking. We also then discuss the attributes of the ideal product, a whole life insurance policy, and why it is a superior asset to many other conventional finance entities. To connect with Joe, go to www.10thstreetcapital.comTo connect with Tricia, go to: www.buildsmartmoney.com or Email IBCTricia@gmail.comTo connect with Rob, go to: www.perfectspiralcapital.comHis Book:www.afathershandbook.comRob's YouTube channel:https://youtube.com/@robbraytonpsc?si=EnllETF3VVrc2zerI hope you enjoy and learn!⚔️ “LIVE & LEAVE A LASTING LEGACY”

The Infinite Banking Round Table Series #12 Part 1: Can I Use My IRA for Infinite Banking?In this council of The Round Table we address, and emphasize, the process of Infinite Banking. We also then discuss the attributes of the ideal product, a whole life insurance policy, and why it is a superior asset to many other conventional finance entities. To connect with Joe, go to www.10thstreetcapital.comTo connect with Tricia, go to: www.buildsmartmoney.com or Email IBCTricia@gmail.comTo connect with Rob, go to: www.perfectspiralcapital.comHis Book:www.afathershandbook.comRob's YouTube channel:https://youtube.com/@robbraytonpsc?si=EnllETF3VVrc2zerI hope you enjoy and learn!⚔️ “LIVE & LEAVE A LASTING LEGACY”

In this episode, James and Barry continue their conversation on retirement risk and the influence of Wall Street. They discuss private equity's role in the life insurance industry, government bailouts, and the importance of building and controlling your own capital. 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.

Long Term Care for Infinite Banking - Part 2In this campaign into “living and leaving a lasting legacy”, I talk about Long Term Care, particularly in the context of Infinite Banking, with my good friend and knowledgeable colleague, Robin Washington. Robin has an abundance of personal and professional experience in the field of Long Term Care that we bring to bear in discussing what long term care looks like, how to prepare for it, common questions around it and much more. Long term care, if not accounted for, can be a detrimental erosion to wealth. My hope is that you holistically live and leave a lasting legacy by preparing for the future and protecting your family through considering adding Long Term Care solutions to your financial footprint, from the same great mutual companies that provide the whole life insurance contracts that we use to achieve financial independence. To connect with Robin: https://thecashcompound.com/bookwithrobinI hope you enjoy and learn!⚔️ “LIVE & LEAVE A LASTING LEGACY”

Long Term Care for Infinite Banking - Part 1In this campaign into “living and leaving a lasting legacy”, I talk about Long Term Care, particularly in the context of Infinite Banking, with my good friend and knowledgeable colleague, Robin Washington. Robin has an abundance of personal and professional experience in the field of Long Term Care that we bring to bear in discussing what long term care looks like, how to prepare for it, common questions around it and much more. Long term care, if not accounted for, can be a detrimental erosion to wealth. My hope is that you holistically live and leave a lasting legacy by preparing for the future and protecting your family through considering adding Long Term Care solutions to your financial footprint, from the same great mutual companies that provide the whole life insurance contracts that we use to achieve financial independence. To connect with Robin: https://thecashcompound.com/bookwithrobinI hope you enjoy and learn!⚔️ “LIVE & LEAVE A LASTING LEGACY”

In this episode, James is joined by author Barry Dyke to explore the state of the American Dream and preview his upcoming book Guaranteed Income II. They discuss the decline of pensions, the rise of 401(k)s, and how Wall Street has reshaped retirement leaving most families exposed to risk. 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.

Money Memo #2: Banks are Making BANK on OUR money!In this Money Memo the message is that banks are making a great living on our money!We put all of our capital through someone else's business (the bank), and then spend it all from that place of business. While we do that, we also ask for permission to simultaneously take loans, and pay massive interest, from the bank. Whose dreams do you want to build anyway?RESOURCES:Here's our story of paying off TENS of thousands of dollars with Infinite Banking and getting the banks out of our lives!https://bit.ly/GetOutOfDebtWithInfiniteBanking⚔️ LIVE & LEAVE A LASTING LEGACY

Infinite Banking: Financial Freedom

In this episode, James revisits the dividend conversation to tie up loose ends from the first three parts. He clarifies key points, corrects misstatements, and shares final thoughts on policy structure, dividend elections, and the importance of long-term thinking 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.

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

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

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

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

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

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.

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

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

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.

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”

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”

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.

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

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.

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.

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

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

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

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

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.

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

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.

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.

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.

In this fifth volume of the Best of the Banking With Life Podcast, we bring together more memorable clips from past episodes. You'll hear practical insights, personal stories, and powerful reminders of why the Infinite Banking Concept® continues to resonate. As always, we hope you enjoy and thank you for listening!Make sure to like and subscribe to join us weekly on the Banking With Life Podcast!━━━Become a client! ➫ www.bankingwithlife.com/how-to-fast-t…ur-own-bankerBuy Nelson Nash's 6.5 hour Seminar on DVD here: ➫ www.bankingwithlife.com/product/the-5…ecorded-live/ (Call us at (817) 790-0405 or email us at myteam@bankingwithlife.com for a DISCOUNT CODE)Register for our free webinar to learn more about Infinite Banking... ➫ www.bankingwithlife.com/getting-started-webinar━━━Implement the Infinite Banking Concept® with the Infinite Banking Starter Kit...The Starter Kit includes Becoming Your Own Banker by R. Nelson Nash and the Banking With Life DVD by James Neathery.It's the perfect primer for everyone interested in becoming their own banker.Buy your starter kit here: ➫ www.bankingwithlife.com/product/becom…pecial-offer/━━━Learn more about James Neathery here: ➫ bankingwithlife.com━━━Listen on your iPhone with Apple Podcasts: ➫ podcasts.apple.com/us/podcast/bank…st/id1451730017Listen on your Android through Stitcher: ➫ www.stitcher.com/podcast/bank...Listen on Soundcloud: ➫ @banking-with-life-podcast━━━Follow us on Facebook: ➳ www.facebook.com/jamescneathery/━━━Disclaimer:All content on this site is for informational purposes only. The content shared is not intended to be a substitute for consultation with the appropriate professional. Opinions expressed herein are solely those of James C. Neathery & Associates, Inc., unless otherwise specifically cited. The data that is presented is believed to be from reliable sources and no representations are made by James C. Neathery & Associates, Inc. as to another party's informational accuracy or completeness. All information or ideas provided should be discussed in detail with your Adviser, Financial Planner, Tax Consultant, Attorney, Investment Adviser or the appropriate professional prior to taking any action.

In this fourth volume of the Best of the Banking With Life Podcast, we've compiled another set of standout clips from past episodes. These moments highlight real client experiences, timeless insights, and classic IBC conversations. As always, we hope you enjoy and thank you for listening!Make sure to like and subscribe to join us weekly on the Banking With Life Podcast!━━━Become a client! ➫ www.bankingwithlife.com/how-t...Buy Nelson Nash's 6.5 hour Seminar on DVD here: ➫ www.bankingwithlife.com/produ... (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/getti...━━━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/produ...━━━Learn more about James Neathery here: ➫ bankingwithlife.com━━━Listen on your iPhone with Apple Podcasts: ➫ podcasts.apple.com/us/podcast...Listen on your Android through Stitcher: ➫ www.stitcher.com/podcast/bank...Listen on Soundcloud: ➫ / banking-with-life-podcast━━━Follow us on Facebook: ➳ / 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.