The Banking Bros Podcast

By The Banking BrosBusiness Entrepreneurship Education How To

The Banking Bros Podcast episodes

June 23 Why Some People Build Wealth While Others Stay Stuck
Why do some people build wealth while others stay financially stuck? In this episode of the Banking Bros Podcast, Regina Wagner shares the mindset shifts, cash flow principles, and wealth habits that separate financially successful people from everyone else. From personal experiences to lessons learned from wealthy families, this conversation explores why long-term thinking, intentional decisions, and passive income are essential for financial freedom.
If you've ever wondered why some people continue building wealth while others stay stuck financially, this episode offers practical insights that can help you think differently about money, cash flow, and your future.
#financialfreedom #cashflow #wealthmindset
Chapters:
02:01 - Nelson's Notes
02:47 - Main Topic: Interview with Regina Wagner
28:45 - Save & Spend System
32:35 - Top 5 things that you should replace every year

Links:
Get Regina's book: What You Don't Know About Wealth Is Costing You https://a.co/d/012dRiBT
Previous Podcast Episode: https://www.podbean.com/ew/pb-cf2is-1aeca4f
Join our Facebook Community: https://www.facebook.com/share/g/1DiEvpTUmi/
See our Partners: https://www.thebankingbros.com/partners

If you're ready to learn more about the Infinite Banking Concept (and put JDew to the financial advisory test), you've got to watch our full Save & Spend Presentation and then schedule your FREE call with us at: https://thebankingbros.com/save-and-spend-system-podcast-link

If you're interested in the source material (we didn't come up with this!), we'd highly recommend that you get a hold of R. Nelson Nash's book: Becoming Your Own Banker (5th Edition) https://amzn.to/2ZMw0h6

You can learn more about us at: https://thebankingbros.com/save-and-spend-system-podcast-link

Follow and like us on FB, IG, and TIKTOK:
https://www.facebook.com/cashcompound
https://www.instagram.com/thebankingbros
https://www.tiktok.com/@thebankingbros
37 min
June 16 From Regular to Rich: How One Decision Can Transform Your Financial Life Forever
In this episode of the Banking Bros Podcast, we sit down with Shawn King, author of From Regular to Rich, to break down how real financial transformation actually happens.

From paycheck-to-paycheck living to building structured financial control, Shawn shares the mindset shifts and overlooked mistakes that shape your financial future more than most people realize.

This conversation will challenge how you think about money, control, and long-term wealth building.

#FinancialFreedom #WealthBuilding #PersonalFinance

Chapters:
02:03 - Finance News
04:53 - Main Topic: From Regular to Rich
26:40 - Cathy Lesure Partnership Ad
27:18 - Preview of the next episode
28:19 - Top 5 Ways to Track Sleeping Habits

Links:
Previous Podcast Episode: https://www.podbean.com/ew/pb-adee8-1ae4cac
Join our Facebook Community: https://www.facebook.com/share/g/1DiEvpTUmi/
See our Partners: https://thebankingbros.com/partners
From Regular to Rich Book: https://fromregulartorich.com/
Finance News: https://www.investopedia.com/your-will-doesn-t-control-who-gets-most-of-your-money-this-does-11922993

If you're ready to learn more about the Infinite Banking Concept (and put JDew to the financial advisory test), you've got to watch our full Save & Spend Presentation and then schedule your FREE call with us at: https://thebankingbros.com/save-and-spend-system-podcast-link

If you're interested in the source material (we didn't come up with this!), we'd highly recommend that you get a hold of R. Nelson Nash's book: Becoming Your Own Banker (5th Edition) https://amzn.to/2ZMw0h6

You can learn more about us at: https://thebankingbros.com/save-and-spend-system-podcast-link

Follow and like us on FB, IG, and TIKTOK:
https://www.facebook.com/cashcompound
https://www.instagram.com/thebankingbros
https://www.tiktok.com/@thebankingbros
32 min
June 09 The Money Mistake That's Costing You Years
Most people make this money mistake without realizing it. The Infinite Banking Concept reveals why cash flow, control, and capital matter more than most traditional financial advice.
In this episode of the Banking Bros Podcast, Jonah Dew, Jeremiah Dew, and Jesse Durham discuss the biggest lessons from Becoming Your Own Banker by Nelson Nash and why so many people still miss these principles decades later.
If you're interested in Infinite Banking, personal finance, cash flow management, wealth building, financial freedom, and generational wealth, this episode is for you.
Watch until the end to discover the four wealth principles that can completely change the way you think about money.

#InfiniteBanking #BecomingYourOwnBanker #NelsonNash

Chapters:
02:21 - Word of the Week
02:49 - Main Topic: Interview with Jesse Durham
20:46 - Save & Spend System
23:43 - Preview of the Next Episode
24:38 - Top 5’s

Links:
Previous Podcast Episode: https://www.podbean.com/ew/pb-5tq3z-1addc8c
Join our Facebook Community: https://www.facebook.com/share/g/1DiEvpTUmi/
See our Partners: https://thebankingbros.com/partners

If you're ready to learn more about the Infinite Banking Concept (and put JDew to the financial advisory test), you've got to watch our full Save & Spend Presentation and then schedule your FREE call with us at: https://thebankingbros.com/save-and-spend-system-podcast-link

If you're interested in the source material (we didn't come up with this!), we'd highly recommend that you get a hold of R. Nelson Nash's book: Becoming Your Own Banker (5th Edition) https://amzn.to/2ZMw0h6

You can learn more about us at: https://thebankingbros.com/save-and-spend-system-podcast-link

Follow and like us on FB, IG, and TIKTOK:
https://www.facebook.com/cashcompound
https://www.instagram.com/thebankingbros
https://www.tiktok.com/@thebankingbros

29 min
June 04I Started Whole Life Policies for My Kids at Birth… Here’s What Happened
Starting whole life insurance for kids sounded crazy at first… until the numbers started growing fast. 💰
In this episode, Jonah shares the real-life results of starting infinite banking-style whole life insurance policies for his children when they were babies.

You’ll learn:
How the policies were structured
Why each child’s policy grew differently
How dividends and compounding work
Real examples of policy loans
Why controlling capital matters
These policies started with just $300/month and grew into powerful long-term financial assets.
If you’re interested in Infinite Banking, whole life insurance, passive income, or generational wealth, this episode is for you.

Chapters:
02:02 - Nelson’s Notes
02:39 - Main Topic: Father Figure$
20:21 - Courtney Epps Partnership Ads
21:06 - Preview of the Next Episode
21:51 - Top 5 Habits

Links:
Previous Podcast Episode: https://www.podbean.com/ew/pb-mtvcn-1ad1c1c
Join our Facebook Community: https://www.facebook.com/share/g/1DiEvpTUmi/
See our Partners: https://thebankingbros.com/partners
Courtney Epps OTB Tax: https://taxrebels.com/tax-strategy-session

If you're ready to learn more about the Infinite Banking Concept (and put JDew to the financial advisory test), you've got to watch our full Save & Spend Presentation and then schedule your FREE call with us at: https://thebankingbros.com/save-and-spend-system-podcast-link

If you're interested in the source material (we didn't come up with this!), we'd highly recommend that you get a hold of R. Nelson Nash's book: Becoming Your Own Banker (5th Edition) https://amzn.to/2ZMw0h6

You can learn more about us at: https://thebankingbros.com/save-and-spend-system-podcast-link

Follow and like us on FB, IG, and TIKTOK:
https://www.facebook.com/cashcompound
https://www.instagram.com/thebankingbros
https://www.tiktok.com/@thebankingbros
25 min
May 26 We Started Building Wealth for Our Kids at Age 3
What if your child could start building wealth before they even understand money?
In this episode of the Banking Bros Podcast, we break down how we started whole life insurance and infinite banking policies for our kids as young as 3 years old, and why these policies are already growing into six-figure financial assets.
You’ll hear:
✅ How a child's whole life insurance works
✅ Why infinite banking can create generational wealth
✅ The difference between saving money and controlling money
✅ Why cash value life insurance keeps growing over time
✅ How we use policies for family financing, private school tuition, vacations, and more
✅ The mindset shifts we’re teaching our kids about money early

Chapters:
02:09 - Finance News
05:13 - Main Topic: Father Figure$
08:32 - The Banking Boys: James’s Interview
18:22 - The Banking Boys: Jesse’s Interview
22:40 - Save & Spend System
25:35 - Preview of the Next Episode
26:30 - Top 5 Companies

Links:
Previous Podcast Episode: https://www.podbean.com/ew/pb-mb8mv-1ac8c9e
Finance News Article: https://www.marketwatch.com/story/the-truth-behind-401-k-withdrawal-numbers-people-arent-being-reckless-theyre-desperate-85645e70?mod=home_lead
Join our Facebook Community: https://www.facebook.com/share/g/1DiEvpTUmi/
See our Partners: https://thebankingbros.com/partners

If you're ready to learn more about the Infinite Banking Concept (and put JDew to the financial advisory test), you've got to watch our full Save & Spend Presentation and then schedule your FREE call with us at: https://thebankingbros.com/save-and-spend-system-podcast-link

If you're interested in the source material (we didn't come up with this!), we'd highly recommend that you get a hold of R. Nelson Nash's book: Becoming your Own Banker (5th Edition) https://amzn.to/2ZMw0h6

You can learn more about us at: https://thebankingbros.com/save-and-spend-system-podcast-link

Follow and like us on FB, IG, and TIKTOK:
https://www.facebook.com/cashcompound
https://www.instagram.com/thebankingbros
https://www.tiktok.com/@thebankingbros
30 min
May 19This One Expense Could Destroy Your Retirement!
What if one life event quietly drained $300,000 to $1,000,000 from your family?
That’s exactly what can happen with long-term care expenses, and most Americans never prepare for it.
In this episode, the Banking Bros sit down with Michelle Prather, founder of Care Income Planning and author of Who’s Wiping Your Assets?, to uncover the shocking truth about long-term care insurance, Alzheimer’s costs, assisted living, nursing homes, and why most retirement plans fail to account for this risk.

Inside this episode:
Average nursing home costs revealed
Why women typically need longer care
Alzheimer’s care can last 8+ years
How “care income planning” protects wealth
The connection between Infinite Banking and LTC planning
Why waiting makes coverage harder and more expensive
#LongTermCareInsurance #Retirement #InfiniteBanking #FinancialPlanning #GenerationalWealth #BankingBrosPodcast #WealthProtection

Chapters:
02:12 - Word of the week
02:49 - Main Topic: Michelle Prather’s Interview about LTC Insurance
22:25 - Michelle Prather’s Partnership Ad
23:04 - Preview of the Next Episode
23:46 - Trivia: Wheel of Misfortune

Links:
Previous Podcast Episode: https://www.podbean.com/ew/pb-j6jy8-1ab58bd
Join our Facebook Community: https://www.facebook.com/share/g/1DiEvpTUmi/
See our Partners: https://www.thebankingbros.com/partners
Learn more about Care Income Planning: https://link.captivationhub.com/widget/bookings/bankingbros-careincome
Michelle’s book: Who’s Wiping Your Assets?

If you're ready to learn more about the Infinite Banking Concept (and put JDew to the financial advisory test), you've got to watch our full Save & Spend Presentation and then schedule your FREE call with us at: https://thebankingbros.com/save-and-spend-system-podcast-link

If you're interested in the source material (we didn't come up with this!), we'd highly recommend that you get a hold of R. Nelson Nash's book: Becoming your Own Banker (5th Edition) https://amzn.to/2ZMw0h6

You can learn more about us at: https://thebankingbros.com/save-and-spend-system-podcast-link

Follow and like us on FB, IG, and TIKTOK:
https://www.facebook.com/cashcompound
https://www.instagram.com/thebankingbros
https://www.tiktok.com/@thebankingbros
36 min
May 12 Pay Off Your Mortgage in 7 Years? First Lien HELOC Explained
Can a First Lien HELOC really help you pay off your mortgage in as little as 5–7 years? In this episode of the Banking Bros Podcast, we sit down with Anthony Rushing from First Lien HELOC to break down how velocity banking works, how HELOC strategies reduce interest costs, and why cash flow matters more than interest rates.

You’ll learn:
- The difference between a First Lien HELOC vs. a traditional mortgage
- How average daily balance interest works
- Why velocity banking focuses on cash flow, not rates
- How some families are paying off homes in 7 years
- The biggest mistakes people make with debt payoff strategies
- Why this strategy is NOT for everyone

This conversation also connects directly to Infinite Banking and the Banking Bros Save & Spend System, helping families gain more control, liquidity, and guaranteed financial foundations.

#VelocityBanking #HELOC #InfiniteBanking

Chapters:
02:27 - Nelson Notes
02:53 - Main Topic: First Lien HELOC
22:21 - Courtney Epps Partnership Ad
25:16 - Preview of the Next Episode
26:23 - Top 5 Movies that teach lessons on Money and Business

Links:
Previous Podcast Episode: https://www.podbean.com/ew/pb-j6jy8-1ab58bd
Join our Facebook Community: https://www.facebook.com/share/g/1DiEvpTUmi/
See our Partners: https://thebankingbros.com/partners
Book a call with Courtney Epps: https://taxrebels.com/tax-strategy-session

If you're ready to learn more about the Infinite Banking Concept (and put JDew to the financial advisory test), you've got to watch our full Save & Spend Presentation and then schedule your FREE call with us at: https://thebankingbros.com/save-and-spend-system-podcast-link

If you're interested in the source material (we didn't come up with this!), we'd highly recommend that you get a hold of R. Nelson Nash's book: Becoming your Own Banker (5th Edition) https://amzn.to/2ZMw0h6

You can learn more about us at: https://thebankingbros.com/save-and-spend-system-podcast-link

Follow and like us on FB, IG, and TIKTOK:
https://www.facebook.com/cashcompound
https://www.instagram.com/thebankingbros
https://www.tiktok.com/@thebankingbros
28 min
May 05 10-Year Whole Life Insurance Breakdown (Real Policy Review)
This is a real 10-year whole life insurance breakdown, no hype, just numbers.
In this episode, we review an actual policy from day one to year ten, showing exactly how cash value, guarantees, and death benefits evolve.

If you’re researching whole life insurance or the infinite banking concept, this is the clarity you’ve been looking for.

We cover:
- Real policy illustration vs. actual performance
- Guaranteed vs. non-guaranteed growth
- How to use your policy like a personal bank
- What most advisors won’t show you

This is financial education you can actually use.

#WholeLifeInsuranceReview #InfiniteBankingStrategy #CashValueGrowth #PersonalFinanceTips

Chapters:
02:11 - Word of the Week
02:46 - Main Topic: Jonah’s 10th Anniversary
22:09 - Save & Spend System
25:05 - Preview of the Next Episode
25:39 - Trivia

Links:
Previous Podcast Episode: https://www.podbean.com/ew/pb-naxx6-1aac431
Join our Facebook Community: https://www.facebook.com/share/g/1DiEvpTUmi/
See our Partners: https://thebankingbros.com/partners

If you're ready to learn more about the Infinite Banking Concept (and put JDew to the financial advisory test), you've got to watch our full Save & Spend Presentation and then schedule your FREE call with us at: https://thebankingbros.com/save-and-spend-system-podcast-link

If you're interested in the source material (we didn't come up with this!), we'd highly recommend that you get a hold of R. Nelson Nash's book: Becoming your Own Banker (5th Edition) https://amzn.to/2ZMw0h6

You can learn more about us at: https://thebankingbros.com/save-and-spend-system-podcast-link

Follow and like us on FB, IG, and TIKTOK:
https://www.facebook.com/cashcompound
https://www.instagram.com/thebankingbros
https://www.tiktok.com/@thebankingbros
36 min
April 28The Real Reason Your Investments Aren’t Working .
If your investments aren’t working, the problem might not be the market; it might be your strategy.
In this episode, we uncover why so many people struggle to build wealth even when they’re investing consistently.

You’ll learn:
Why returns alone don’t guarantee success
The role of behavior in financial outcomes
How to build income-producing systems
Why guaranteed income changes the game
The missing link between saving and significance
This is the part of financial planning most people skip.

#Investing #FinancialFreedom #PassiveIncome #WealthStrategy #MoneyEducation

Chapters:
02:03 - Finance News
04:37 - Main Topic: Why Strategy before Significance
23:17 - Partnership Ad: Traci Bell
24:57 - Preview of the Next Episode
25:55 - Trivia

Links:
Previous Podcast Episode: https://www.podbean.com/ew/pb-6d9j6-1aa35e8
Join our Facebook Community: https://www.facebook.com/share/g/1DiEvpTUmi/
See our Partners: https://thebankingbros.com/partners
Traci Bell's Calendar: https://calendly.com/prevail-ed/private-money-lending?back=1&month=2026-04

If you're ready to learn more about the Infinite Banking Concept (and put JDew to the financial advisory test), you've got to watch our full Save & Spend Presentation and then schedule your FREE call with us at: https://thebankingbros.com/save-and-spend-system-podcast-link

If you're interested in the source material (we didn't come up with this!), we'd highly recommend that you get a hold of R. Nelson Nash's book: Becoming your Own Banker (5th Edition) https://amzn.to/2ZMw0h6

You can learn more about us at: https://thebankingbros.com/save-and-spend-system-podcast-link

Follow and like us on FB, IG, and TIKTOK:
https://www.facebook.com/cashcompound
https://www.instagram.com/thebankingbros
https://www.tiktok.com/@thebankingbros
38 min
April 21Why Most People Stay Broke (They Skip This Step)
Why do most people stay broke, even with a good income?
Because they skip one critical step: building savings before strategy.

In this episode, we expose the financial mistake that keeps people stuck in cycles of debt, stress, and instability—even if they’re investing.
Inside, we break down:
Why savings are more important than investing (at first)
The hidden danger of “investing without liquidity.”
How emergencies force people into debt
The real purpose of an emergency fund
How to stop living paycheck to paycheck

This is the truth most financial advice won’t tell you.
#MoneyMistakes #SavingsPlan #FinancialEducation #DebtFreeJourney #WealthMindset

Chapters:
01:51 - Nelson’s Notes
03:03 - Main Topic: Savings Before Strategy
21:44 - Save & Spend System
24:39 - Preview of the Next Episode
25:24 - Top 5 Infinite Banking Books

Links:
Previous Podcast Episode: https://www.podbean.com/ew/pb-pnr4i-1a996c2
Join our Facebook Community: https://www.facebook.com/share/g/1DiEvpTUmi/
See our Partners: https://thebankingbros.com/partners

If you're ready to learn more about the Infinite Banking Concept (and put JDew to the financial advisory test), you've got to watch our full Save & Spend Presentation and then schedule your FREE call with us at: https://thebankingbros.com/save-and-spend-system-podcast-link

If you're interested in the source material (we didn't come up with this!), we'd highly recommend that you get a hold of R. Nelson Nash's book: Becoming your Own Banker (5th Edition) https://amzn.to/2ZMw0h6

You can learn more about us at: https://thebankingbros.com/save-and-spend-system-podcast-link

Follow and like us on FB, IG, and TIKTOK:
https://www.facebook.com/cashcompound
https://www.instagram.com/thebankingbros
https://www.tiktok.com/@thebankingbros
29 min

About The Banking Bros Podcast

From the publisher's feed

The Banking Bros., real life brothers Jeremiah and Jonah Dew, seek to teach people how to save & spend money at the same time by using something they were never taught growing up, at school, or at…