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In this special family edition of The Cashflow Chronicles, I sit down with someone very close to me—my dad—for a candid conversation about money, insurance, and mindset across generations.

We talk about what money conversations (if any) were happening back in the '60s and '70s, and how he and my mom approached finances as young parents. He opens up about their budgeting habits, use of credit cards, and the late-in-life shift that led him to explore and adopt Infinite Banking through a whole life policy we recently set up together.

We also break down:

• What his beliefs about life insurance were before I entered the industry

• What changed his mind about whole life

• How it felt taking his first policy loan from himself instead of the bank

• What surprised him most about Infinite Banking

• How he explains the concept now in his own words

• And whether he wishes he had started sooner

Whether you're just learning about IBC or you're trying to educate your own family, this episode shows it’s never too late to start thinking differently about money.

Thanks for listening and remember: the information is free, but the knowledge is priceless.