The Wealth Elevator

Coaching Call: 2.5M Doctor Getting Started in Syndication + Infinite Banking


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In today’s podcast, we had another coaching call with a doctor (Derek) who thought traditional investment like retirement funds, stocks and bonds are the way to go.

Investing in syndication and getting used to the IBC strategy takes time and Derek accepts the challenge to figure them out.

4:55   Introduction | Financial Background

13:44 About Retirement Accounts

28:32 Timeline Deployment Plans

35:53 Where can you park your money (lazy equity)

41:39 Why you need to network with other investors

46:30 Simple living to have more time

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The Wealth ElevatorBy Lane Kawaoka

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