Podcast Episodes
Back to SearchBefore You Buy: The Questions Every Infinite Banking Practitioner Should Be Able to Answer
Infinite Banking has grown fast. Really fast. And with that growth has come a flood of practitioners, coaches, agents, and advisors all claiming they…
2 months, 1 week ago
Fear Is the Most Expensive Financial Advisor You’ll Ever Have
The most expensive financial advisor many people will ever have doesn't send an invoice. It doesn't show up on a fee disclosure. It never introduces …
2 months, 2 weeks ago
What 54 Life Insurance Policies Reveal About Family Banking
SEC Chairman Paul Atkins and his wife reportedly own 54 life insurance policies. Yes, fifty-four! Most people see that headline and think it's extrem…
2 months, 3 weeks ago
Indexed Universal Life Insurance Is Not for Everyone: Who Should Not Buy an IUL
IUL gets pitched to young professionals, families, business owners, retirees, and pretty much everyone in between. The message is always consistent: …
2 months, 4 weeks ago
When Financial Complexity Hurts More Than Helps
There's a belief in the financial world that complexity equals sophistication. The more moving parts a strategy has, the smarter it must be. The hard…
3 months ago
Save Automatically & Invest Intentionally: The Order That Changes Everything
You set up your 401(k) contributions years ago. They go out of your paycheck automatically, before you even see the money. You've been doing this for…
3 months, 2 weeks ago
Whole Life Dividends Explained: What They Are – and What They Are Not
When most people hear "dividend," their brain goes straight to stocks. That's understandable. And completely wrong when applied to whole life insuran…
3 months, 2 weeks ago
Boost Investment Returns with Infinite Banking
Every investor faces the same quiet trade-off. The moment you move capital from savings into a deal, the money stops growing where it was. It is now …
3 months, 3 weeks ago
Using IUL for Retirement: Smart Strategy or Costly Mistake?
You've probably seen the pitch. Maybe you sat across from an advisor, or watched a video, or had a friend forward you something. The illustration was…
4 months ago
What Is Limited Pay Life Insurance?
What Is Limited Pay Life Insurance? Most people assume that owning a whole life insurance policy means writing premium checks for the rest of their l…
4 months, 1 week ago