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What happens when you get three passionate infinite bankers in one virtual room?

You get this powerful conversation you don’t want to miss. In this special roundtable episode, I teamed up with my good friends Russ Morgan and Joey Mure from Wealth Without Wall Street to talk all things infinite banking, financial freedom, and the real deal behind building wealth outside of Wall Street.

We didn’t hold back, we shared our stories, our frustrations with how infinite banking is often taught (and misused), and the mindset shifts it takes to stop playing defense with your money and start building true freedom through passive income. We tackled everything from why I lost my first whole life policy, to the biggest lies being told about IULs and VULs, to what actually makes infinite banking work and who it’s not for.

Joey opens up about how he went from earning over $300k a year in the mortgage industry and still feeling trapped, to walking away and building over $50,000 per month in passive income using infinite banking as a foundation. Russ shares how he was deep in the world of financial planning during the 2008 crash, realized the advice he was giving was broken, and completely shifted his strategy and career.

We also go deep on human behavior, why having access to capital gives you control, and why mindset is just as critical as math. If you think infinite banking is just about financing cars or paying bills you’ve been misled. We break down why this isn’t a savings hack it’s a powerful strategy when combined with real, productive investments.

You’ll hear us talk about:

• The biggest myths and misuses of infinite banking

• Why whole life policies beat savings accounts in the long game

• Our top strategies for creating passive income today

• The importance of investor DNA and matching the right strategies to your strengths

• Real stories from the land flipping business, short-term rentals, and private lending

• Why infinite banking isn’t for everyone (and what to watch out for)

We’re not here to hype up a product we’re here to help you think differently, act intentionally, and build real freedom. This isn’t theory. These are real stories, real results, and real strategies that we use every single day.