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

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 does. When you own the bank, you can also destroy that bank by not being...
Ep. 41 – Policies on Minors

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-listen episode, and it should be shared with the entire family! Audio...
Ep. 40 – Do Professional Opinions Matter?

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 and what they are doing to educate themselves before having an opinion....
Ep. 39 – Client Interview: Meghan Foos

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 are now starting over from nothing. It’s a great interview that...