Podcast Episodes

Ep. 222 - The IUL Illusion

In this episode, Mary Jo and Tarisa expose why IULs fall short for infinite banking and highlight the value of transparency, guarantees, and real long-term control.

Audio Production by Podsworth Medi…

Published on 4 months, 3 weeks ago

Ep. 221 - Don't Bank on Bad Habits

Today, Mary Jo and Tarisa dive deep into a question many face: Should you start an infinite banking policy while in debt? They unpack real-life examples, human behavior patterns, and financial discip…

Published on 5 months ago

Ep. 220 - The "Cheap" Life Insurance That Could Leave You Broke

MJ and Tarisa continue the conversation and dive deep into the truths and misconceptions about Universal Life (UL) insurance policies, comparing them to Whole Life and exploring why guarantees matter…

Published on 5 months, 1 week ago

Ep. 219 - 3 Things That Truly Matter When Buying a Policy

In this episode, MJ and Tarisa break down what really matters when it comes to life insurance: proper policy structure, guarantees, and working with the right agent. They dive into the dangers of cha…

Published on 5 months, 2 weeks ago

Ep. 218 - Roth or Whole Life? The Better Tool for IBC

Curious about how a Roth IRA stacks up against a whole life insurance policy for Infinite Banking? In this episode, we break down the key differences, from control and liquidity to tax treatment and …

Published on 5 months, 3 weeks ago

Ep. 217 - Dave Ramsey Isn't Wrong: Addressing Inflation

This week, Mary Jo and Tarisa take a hard look at the popular claim that saving $100 a month can make you a millionaire by retirement, famously promoted by Dave Ramsey. Let's unpack the real math beh…

Published on 5 months, 4 weeks ago

Ep. 216 - Wealth is Relative... and Squirrels, with Tarisa Shelton

In this episode, Mary Jo and Tarisa discuss the concept of wealth being relative to the people we surround ourselves with. They emphasize the importance of having a positive and ambitious environment…

Published on 6 months ago

Ep. 215 - Holding Life Insurance to a Different Standard, with Tarisa Shelton

Why do we trust banks and the stock market without question, but scrutinize life insurance to the extreme? In this episode, Mary Jo and Tarisa dive into financial mindsets, exposing the double standa…

Published on 6 months, 1 week ago

Ep. 214 - 6 Ways Life Insurance Premiums Are Like Mortgage Payments, with Tarisa Shelton

Join us as we explore the surprising similarities between life insurance premiums and mortgage payments, emphasizing how both offer long-term stability and equity growth. We're looking at the advanta…

Published on 6 months, 2 weeks ago

Ep. 213 - Use It or Lose It, with Tarisa Shelton

In this episode, we dig into the theory of "use it or lose it" in infinite banking, exploring how neglecting your policy can limit its potential benefits. Through real-life stories and insights, we d…

Published on 6 months, 3 weeks ago