Wealth Warehouse

Episode 186: Infinite Banking: Do This Before You Pay a Big Expense! Live replay of Wealth Warehouse Webinar August 2025


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Visit our website: 

https://www.thewealthwarehousepodcast.com/


Welcome back to another episode of Wealth Warehouse!


Welcome back to another addition of Wealth Warehouse – in this week’s special episode, you get yet another sneak peek into the IBC webinar that Dave and Paul run each and every month.


In this month’s webinar, Dave dives into policy design and what it looks like to actually run your policy in year 1, year 2 and beyond. What will it look like?


Additionally, from the other webinar members, Dave and Paul field questions on policies and divorces, what a “big expense” counts as and much more!


Becoming Your Own Banker by Nelson Nash: 


https://infinitebanking.org/product/becoming-your-own-banker/ref/46/



Episode Highlights:


0:00 - Teaser

1:51 - Episode beginning

3:15 - Capturing big annual expenses

7:37 - Diving into policy design

13:13 - Year 1 of your policy

15:55 - End of Year 1

16:57 - Year 2

19:05 - Year 3

25:45 - Other expenses

32:05 - “What about loan interest?”

34:25 - Looking at everyday purchases/expenses

43:18 - Policies and divorces

48:29 - Starting a policy for debt consolidation

50:59 - Best way to introduce IBC to your friends/family

56:43 - What financial advisors tell you about 401k

1:00:54 - Episode wrap-up



ABOUT YOUR HOSTS:


David Befort and Paul Fugere are the hosts of the Wealth Warehouse Podcast. David is the Founder/CEO of Max Performance Financial. He founded the company with the mission of educating people on the truths about money.

 

David's mission is to show you how you can control your own money, earn guarantees, grow it tax-free, and maintain penalty-free access to it to leverage for opportunities that will provide passive income for the rest of your life.

 

Paul, on the other hand, is an Active Duty U.S. Army officer who graduated from Norwich University in 2002 with a B.A. in History and again in 2012 with a MA in Diplomacy and International Terrorism. Paul met his wife Tammy at Norwich.

 

As a family, they enjoy boating, traveling, sports, hunting, automobiles, and are self-proclaimed food people.


Visit our website: 


https://www.thewealthwarehousepodcast.com/

 

Catch up with David and Paul, visit the links below!

 

Website: 

 

https://infinitebanking.org/agents/Fugere494

 

https://infinitebanking.org/agents/Befort399

 

LinkedIn:

 

https://www.linkedin.com/in/david-a-befort-jr-09663972/

 

https://www.linkedin.com/in/paul-fugere-762021b0/

 

Email:

 

[email protected]



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