In this episode, I explain why typical financial planning advice has created a modern-day macro bubble where everyone is buying the same assets at any price, and how Infinite Banking is a principles-based approach that provides guarantees and control instead of relying on market variables and hope.

LINKS:

1. Get my free weekly newsletter with exclusive content on financial education

2. Work with me: Schedule a consultation

• (00:00) - 117 The Financial Planning Bubble

In this myth-busting episode, I'll translate the complex math behind whole life insurance returns into language everyone can understand.

Using real numbers and my favorite financial calculator, I'll show you why comparing whole life insurance to other investments without accounting for taxes, fees, and death benefits is like comparing apples to oranges—and why this misunderstood financial tool might deserve a second look in your wealth-building strategy.

LINKS:

1. Get my free weekly newsletter with exclusive content on financial education

2. Get my free course, Supercharge Growth with Whole Life Insurance

2. Work with me: Schedule a consultation

• (00:00) - 012: The Math on Whole Life Insurance Returns

 Control is the most powerful benefit of Infinite Banking, yet most people overlook it. Find out why it matters more than any interest rate or dividend. 

LINKS:

1. Get my free weekly newsletter with exclusive content on financial education

2. Work with me: Schedule a consultation

• (00:00) - 011 Why Control is Infinite Banking's Superpower

In this episode, I tackle one of the most common questions I receive: "How much money do you need to get started with Infinite Banking?" 

In addition to some hard numbers, I explain the practical ranges, introduce my "Goldilocks Rule" for finding the perfect policy balance, and share strategies for kickstarting your IBC journey regardless of your current financial situation.

Whether you have a few hundred or a few hundred thousand dollars to commit, you'll learn how to think about the right starting point for IBC.

LINKS:

1. Get my free weekly newsletter with exclusive content on financial education

2. Work with me: Schedule a consultation

• (00:00) - 010 Main and 010 Screenshare

Most people know life insurance has a tax-free death benefit, but that's just scratching the surface of tax advantages.

In this episode, I break down the three powerful tax advantages of whole life insurance and explain how the Infinite Banking Concept leverages these benefits to create tax-efficient financial strategies. I'll teach you about tax-deferred growth, tax-free access via policy loans, and strategies that can dramatically improve your financial picture - all within the framework of whole life insurance and IBC. 

LINKS:

1. Get my free weekly newsletter with exclusive content on financial education

2. Work with me: Schedule a consultation

• (00:00) - The death benefit just scratches the surface

What Social Media Influencers Aren't Telling You About "High Early Cash Value" Policy Designs

"High early cash value" (sometimes referred to as "90/10") whole life policies are frequently promoted across social media, promising maximum early cash value with seemingly no downside.

In this episode, I demonstrate the hidden trade-offs that, in my experience, I never see disclosed to clients. We have compelling data from 50-year policy comparisons that shows why these designs often cost policyholders hundreds of thousands in long-term wealth potential.

Listen in to learn how Nelson Nash's principle of "thinking long-range" is essential and how a more balanced policy approach provides the flexibility and wealth-building capacity superior to high early cash value designs and can transform financial outcomes for generations.

LINKS:

1. Get my free weekly newsletter with exclusive content on financial education

2. Work with me: Schedule a consultation

• (00:00) - What to know about high early cash value

When evaluating term life insurance vs. whole life, you've probably heard the advice to 'buy term and invest the difference.' This popular recommendation has one glaring problem: it uses simplistic grade school math to add up premiums and declares whole life insurance 'too expensive.'

But when we apply proper financial math—analyzing true lifetime costs, equity building, and the time value of money—the comparison looks dramatically different. In this episode, I show why whole life insurance is an asset that creates wealth rather than an expense, and why the 'cheaper' option might actually cost you hundreds of thousands more over your lifetime and millions generationally.

LINKS:

1. Free mini-course: Adding Financial Certainty to Supercharge Growth

2. Work with me: Schedule a consultation

• (00:00) - 007 Term Insurance vs. Whole Life

Find out if you're the ideal candidate for Infinite Banking in this episode, where I discuss who benefits most from IBC.

Learn how this powerful strategy creates four key advantages: accessible "forced savings," smarter debt elimination, strategic funding for large purchases, and accelerated investment returns—all while maintaining complete control of your capital with less risk than traditional approaches. 

LINKS:

1. Free mini-course: Adding Financial Certainty to Supercharge Growth

2. Work with me: Schedule a consultation

• (00:00) - Why some thrive and others struggle

The cash value of whole life insurance is one of the most enticing aspects of whole life and, yet, one of the most misunderstood!

In this episode, learn all about whole life insurance cash value, what it is, how it can be used, and why we should even care.

LINKS:

1. Free mini-course: Adding Financial Certainty to Supercharge Growth

2. Work with me: Schedule a consultation

• (00:00) - 005 What is whole life insurance cash value

The biggest mistake people make when getting started with IBC is not choosing the wrong insurance company or getting an "incorrectly" designed policy.

The biggest problem is just waiting too long trying to get everything perfect. The truth is whole life insurance is actually really hard to mess up.

Listen in as I walk you through the most important things you need to get started with The Infinite Banking Concept.

LINKS:

1. Free mini-course: Adding Financial Certainty to Supercharge Growth

2. Work with me: Schedule a consultation

• (00:00) - Introduction to Infinite Banking Concept