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Ep. 35 - My Thoughts on the Market & Economy

Ep. 35 - My Thoughts on the Market & Economy



In this episode, I share my opinions on the market advice we get from others, "hang in there", the 10% "penalty", what is happening in the economy right now, and why it worries me.

Audio Production b…


Published on 5 years, 9 months ago

Ep. 34 - Client Interview: Randy Morris

Ep. 34 - Client Interview: Randy Morris



I am so excited to have my client, Randy Morris, on for today's podcast interview. Randy lives in Kansas and not only has some great insight on the Infinite Banking Concept, but he also speaks about …


Published on 5 years, 9 months ago

Ep. 33 - Buying and/or Selling Strategies

Ep. 33 - Buying and/or Selling Strategies



So many people think the only option to buy is by going to the bank and borrowing money. Many who want to sell don't sell because of capital gains and the lost income. In this episode, I go over othe…


Published on 5 years, 9 months ago

Ep. 32 - Multiple Policies and No Plan is Perfect!

Ep. 32 - Multiple Policies and No Plan is Perfect!



So many people want to get this right the first time. They only want one policy that can do it all for their whole life. I talk about the fact that there is not a perfect plan out ther, we don't outl…


Published on 5 years, 9 months ago

Ep. 31 - Why We Need Higher Interest Rates

Ep. 31 - Why We Need Higher Interest Rates



Before you go yelling at me, just take a minute to listen in and think about what is really happening in a low interest environment. Savers are being punished and spenders are out of control, and so …


Published on 5 years, 10 months ago

Ep. 30 - Why Don't I Get Access to All My Money Year One?

Ep. 30 - Why Don't I Get Access to All My Money Year One?



In this episode, I talk about the upfront cost of starting a whole life policy and why we have a broken thought process and need to think long term. R. Nelson Nash talks about it in his book, "Becomi…


Published on 5 years, 10 months ago

Ep. 29 - Premiums Equal Income

Ep. 29 - Premiums Equal Income



R. Nelson Nash suggests this in his book, and it's a topic that has gotten lots of attention lately. I address my feelings about this and the need for patience in implementing this strategy.

Audio Pr…


Published on 5 years, 10 months ago

Ep. 28 - Client Interview: Austin Schultz

Ep. 28 - Client Interview: Austin Schultz



Mary Jo welcomes to the show her client, Austin Schultz, from Stewardson, Illinois, to discuss how he has used the Infinite Banking Concept to relieve stress within his hog farming operation and in h…


Published on 5 years, 10 months ago

Ep. 27 - Bank Owned Life Insurance (BOLI) & Others Who've Started Well Known Businesses

Ep. 27 - Bank Owned Life Insurance (BOLI) & Others Who've Started Well Known Businesses



In this episode, I'll share with you how much money banks have in cash value in insurance policies and why it's so important for them to have it on their books. You'll also find out which household n…


Published on 5 years, 11 months ago

Ep. 26 - Client Interview: Geoff Pierce

Ep. 26 - Client Interview: Geoff Pierce



In this episode, I interview my client, Geoff Pierce from Nebraska. Geoff has been a client since 2016, and you'll hear all about his thoughts in the beginning, how he's using the policy now, slowing…


Published on 5 years, 11 months ago





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