Podcast Episodes

Ep. 48 - My 2 Cents on Estate Planning

This is my two cents on estate planning as an off-the-farm kid. I am not an expert, but when I see both sides, I always see some things being done fo…

5 years, 9 months ago

Ep. 47 - Picking an Agent & Company

Many people want to work with a local agent, and I understand why. If this is you, I will help answer some questions about why you want to have someo…

5 years, 9 months ago

Ep. 46 - The Laws

I go over two more chapters in Becoming Your Own Banker. I discuss Parkinson's Law and Willie Sutton's Law. You'll hear how human nature keeps us in …

5 years, 9 months ago

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 …

5 years, 9 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…

5 years, 10 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.

Au…

5 years, 10 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 cap…

5 years, 10 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 …

5 years, 10 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 sh…

5 years, 11 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…

5 years, 11 months ago