Podcast Episodes

Ep. 45 - How to Start from Scratch

I am not the expert on this, but I want to give you a few ideas of what to look for and how to think about starting your own operations. Many people are asking and saying they think it can't be done.…

Published on 5 years, 6 months ago

Ep. 44 - Building Your Bank with Dividend Paying Whole Life

I break down another chapter from Nelson's book, "Becoming Your Own Banker", and we talk about why we use dividend paying whole life, security of the company, best use for dividends, and how great it…

Published on 5 years, 7 months ago

Ep. 43 - Client Interview: Nate Bliler

Listen in on another client interview and hear how Nate is navigating his operation with his family and using his IBC policy to hedge some cattle.

Audio Cleanup by Podsworth Media.

Published on 5 years, 7 months ago

Ep. 42 - Creating a Bank Like the One You Know

Today I go over this chapter from Becoming Your Own Banker and break down what Nelson was trying to say. Opening a new bank is not easy; it takes capital and time, just as a life insurance policy doe…

Published on 5 years, 7 months ago

Ep. 41 - Policies on Minors

So much good information in this episode! Should you have a policy? When is the best time to buy? How will it be used? Who will own it? How much can you buy? How will it perform? This is a must-liste…

Published on 5 years, 7 months ago

Ep. 40 - Do Professional Opinions Matter?

We love to ask the professionals (like accountants, advisors, and attorneys) their opinions, because after all, they are the professionals. What I share in this episode is what you are asking them an…

Published on 5 years, 8 months ago

Ep. 39 - Client Interview: Meghan Foos

Meghan shares her experience with vetting me and the infinite banking concept before doing anything. She also shares her heart wrenching story of how she and her husband had to leave their farm and a…

Published on 5 years, 8 months ago

Ep. 38 - The Seen & Unseen of ROR

Nelson Nash would always talk about "the unseen", meaning, what can we do with our money that will produce an additional ROR above and beyond what the policy offers. I talk about this and why you sho…

Published on 5 years, 8 months ago

Ep. 37 - Rolling 401K Money & Lump Sum Premiums

I received some good questions about if one can roll 401k money into a life insurance policy and if one can do a lump sum premium with that money. In this episode, I answer that question and more.

Au…

Published on 5 years, 8 months ago

Ep. 36 - Is Debt Bad?

"Be debt-free. Owe no one any money." We hear this all the time, but is that truly the best? I talk about if all debt is either good or bad, that cash flow is king, and you better be making enough of…

Published on 5 years, 8 months ago