Infinite Banking Radio

In this month's Infinite Banking | Private Capital call, Nolan Sanburn is joined by Mackinley Baird, Communication Director for our Infinite Banking practice. Two clients, a young trucking company owner and a lineman building a home renovation business, open the call by sharing how they plan to use their policies to buy equipment, pay down debt, and eventually acquire other businesses. Nolan explains why interest and taxes are the two most expensive things in most people's lives. He also covers how factoring companies make their money and how policy loans can bridge the same gap.Mackinley and Nolan then cover what happens after a policy is in force. They introduce Josie, our new Operations Manager, who handles policy loans and requests behind the scenes. They also explain our Pinnacle status with Ameritas: roughly 30 of about 7,500 Ameritas advisors hold it. Because of that status, a policy loan that can take around 14 days through the online portal can be in your account in about three days when we submit it. The team also explains why Ameritas built its Access whole life policy specifically with Infinite Banking in mind.The second half covers why your policy keeps growing whether or not you borrow against it, using the "two identical houses" exercise. Mackinley walks through the cash-only, bank-financing, and policy-loan options on a real commercial property, including the effect on cash-on-cash return. Nolan shares how he uses policy loans for earnest money, leasing commissions, rehab starts, and site visits. The main point of the call: the policy is only a tool, and its value comes from how you use it.Want to start your next Infinite Banking policy? My Communication Director Mackinley’s cell is +1 (205) 909-7916. Shoot her a text & lets line up a call.

How do real estate investors legally cut their tax bill by six figures? In this CRE Collective live call, Nolan Sanburn sits down with real estate CPA and tax strategist Anna Klein. They break down bonus depreciation, cost segregation studies and how to qualify for Real Estate Professional Status, then take live Q&A from investors.You'll learn:✅ The two tests you need to pass for Real Estate Professional Status (and why your spouse might be the key)✅ A real client example: a $252K tax bill cut to $168K✅ How cost segregation works, plus the 25% rule of thumb for underwriting✅ The self-rental election business owners miss (and can't fix later)✅ Tax planning vs. tax prep, and why Q4 is the time to act✅ Self-directed Roth IRAs vs. Infinite BankingChapters0:00 Welcome & intros3:05 Why bonus depreciation is the best deduction for investors6:18 Book rec: Tax-Free Wealth6:52 A $144K refund from bonus depreciation7:27 About Anna's firm & winning IRS audits9:24 Real Estate Professional Status explained12:01 Real example: $252K → $168K tax bill13:32 How cost segregation works15:49 The 25% cost seg rule of thumb17:20 Q&A: Qualifying a spouse & documenting hours21:04 Q&A: LLCs vs. material participation23:02 Do you need a cost seg study every time?25:36 When to do a cost seg28:10 Self-rental rules & the election you can't miss32:08 Which improvements give the most cost seg value33:58 Why the government rewards real estate investors37:43 Why record keeping matters38:41 Tax strategist vs. tax preparer40:56 Why September–November is the time to plan42:02 Overpay for great advice46:13 Using AI for your taxes47:19 Self-directed Roth IRAs50:12 Q&A: Self-dealing rules & private lending53:20 Roth IRA vs. Infinite Banking57:10 Partnering with Anna & how to connect📞 Book a free consult with Anna: the-taxboss.com🏢 Join the CRE Collective: https://cremastermind.myclickfunnels.com/watch-copy--81253💬 Learn about Infinite Banking: My Communication Director Mackinley’s cell is +1 (205) 909-7916. Shoot her a text & lets line up a call This is for education only, not tax, legal or financial advice.

Interested in joining Nolan's Commercial Real Estate Network, "The CRE Collective"? Click below to apply. 

⁠ https://www.thecrehabit.com/watch-copy--81253

This episode is sponsored by My Financial Snapshot. Visit ⁠MyFinancialSnapshot.com⁠ and use coupon code INFINITE20 for 20% off your subscription for life. The time is now to get started making personal finance easy and simple!

Interested in joining Nolan's Commercial Real Estate Network, "The CRE Collective"? Click below to apply. 

⁠ https://www.thecrehabit.com/watch-copy--81253

This episode is sponsored by My Financial Snapshot. Visit ⁠MyFinancialSnapshot.com⁠ and use coupon code INFINITE20 for 20% off your subscription for life. The time is now to get started making personal finance easy and simple!

Interested in joining Nolan's Commercial Real Estate Network, "The CRE Collective"? Click below to apply. 

⁠ https://www.thecrehabit.com/watch-copy--81253

This episode is sponsored by My Financial Snapshot. Visit ⁠MyFinancialSnapshot.com⁠ and use coupon code INFINITE20 for 20% off your subscription for life. The time is now to get started making personal finance easy and simple!

If you've ever wondered the strategies it takes to invest in Oil & Gas, give this episode a listen!

Interested in joining Nolan's Commercial Real Estate Network, "The CRE Collective"? Click below to apply. 

⁠ https://www.thecrehabit.com/watch-copy--81253

This episode is sponsored by My Financial Snapshot. Visit ⁠MyFinancialSnapshot.com⁠ and use coupon code INFINITE20 for 20% off your subscription for life. The time is now to get started making personal finance easy and simple!

Interested in joining Nolan's Commercial Real Estate Network, "The CRE Collective"? Click below to apply. 

⁠ https://www.thecrehabit.com/watch-copy--81253

This episode is sponsored by My Financial Snapshot. Visit ⁠MyFinancialSnapshot.com⁠ and use coupon code INFINITE20 for 20% off your subscription for life. The time is now to get started making personal finance easy and simple!

Nolan's insurance advisor Keaton Kennedy joins the CRE Collective to discuss the strategies of insuring commercial real estate.

Interested in joining Nolan's Commercial Real Estate Network, "The CRE Collective"? Click below to apply. 

⁠ https://www.thecrehabit.com/watch-copy--81253

This episode is sponsored by My Financial Snapshot. Visit ⁠MyFinancialSnapshot.com⁠ and use coupon code INFINITE20 for 20% off your subscription for life. The time is now to get started making personal finance easy and simple!

Interested in joining Nolan's Commercial Real Estate Network, "The CRE Collective"? Click below to apply. 

⁠ https://www.thecrehabit.com/watch-copy--81253

This episode is sponsored by My Financial Snapshot. Visit ⁠MyFinancialSnapshot.com⁠ and use coupon code INFINITE20 for 20% off your subscription for life. The time is now to get started making personal finance easy and simple!

Interested in joining Nolan's Commercial Real Estate Network, "The CRE Collective"? Click below to apply. 

⁠ https://www.thecrehabit.com/watch-copy--81253

This episode is sponsored by My Financial Snapshot. Visit ⁠MyFinancialSnapshot.com⁠ and use coupon code INFINITE20 for 20% off your subscription for life. The time is now to get started making personal finance easy and simple!