"Register here for the upcoming Wealth Warehouse Webinar on March 13th at 5pm CST: 

https://us06web.zoom.us/meeting/register/vbmPK1YvQQObamAXPUle2Q#/registration

Becoming Your Own Banker by Nelson Nash: 

https://infinitebanking.org/product/becoming-your-own-banker/ref/46/

Visit our website: 

https://www.thewealthwarehousepodcast.com/

In this week’s episode, Dave and Paul examine a box that most people always want to check: paying off their house.

The reality is, prioritizing these payments could be a big mistake – and Paul shares a real-life story that details just how it can happen.

Episode Highlights:

(0:00) - Introduction

(0:54) - Episode beginning

(4:43) - Processing the IBC process

(5:47) - A liquidity story

(8:43) - Mistake #1

(10:08) - “Cash is king”

(15:05) - Not all loans are created equal

(20:42) - It’s all about the way you think

(24:22) - The future is unknown

(25:50) - Episode wrap-up

ABOUT YOUR HOSTS:

David Befort and Paul Fugere are the hosts of the Wealth Warehouse Podcast. David is the Founder/CEO of Max Performance Financial. He founded the company with the mission of educating people on the truths about money.

David's mission is to show you how you can control your own money, earn guarantees, grow it tax-free, and maintain penalty-free access to it to leverage for opportunities that will provide passive income for the rest of your life.

Paul, on the other hand, is an Active Duty U.S. Army officer who graduated from Norwich University in 2002 with a B.A. in History and again in 2012 with a MA in Diplomacy and International Terrorism. Paul met his wife Tammy at Norwich.

As a family, they enjoy boating, traveling, sports, hunting, automobiles, and are self-proclaimed food people.

Visit our website: 

https://www.thewealthwarehousepodcast.com/

Catch up with David and Paul, visit the links below!

Website: 

https://infinitebanking.org/agents/Fugere494

https://infinitebanking.org/agents/Befort399

LinkedIn:

https://www.linkedin.com/in/david-a-befort-jr-09663972/

https://www.linkedin.com/in/paul-fugere-762021b0/

Email:

[email protected]

"Register here for the upcoming Wealth Warehouse Webinar on March 13th at 5pm CST: 

https://us06web.zoom.us/meeting/register/vbmPK1YvQQObamAXPUle2Q#/registration

Becoming Your Own Banker by Nelson Nash: 

https://infinitebanking.org/product/becoming-your-own-banker/ref/46/

Visit our website: 

https://www.thewealthwarehousepodcast.com/

In this week’s episode – you get a special sneak-peek into a Wealth Warehouse webinar hosted by Dave and Paul!

The guys field questions from IBC practitioners and prospects alike. From how both Dave and Paul first got involved in IBC, to “how is income verified?”, youth whole-life policies, expanding your system – and much more!

This is a great episode for newcomers to the podcast and Infinite Banking alike!

Episode Highlights:

0:00 - Introduction

1:04 - Episode beginning

2:27 - Start of the webinar

5:14 - “Why did you get involved with IBC?”

9:55 - Your money needs to reside somewhere

10:45 - Financing, investing and opportunities

15:47 - “How is income verified?”

19:13 - Term conversion process

20:58 - Youth whole-life policies

30:09 - Balancing income and premium

36:23 - Converting an existing policy into an IBC policy

38:19 - Converting term insurance

40:21 - Expanding your system

41:37 - IBC design vs. traditional whole-life policies

44:00 - LPUA vs. FPUA

45:36 - Age isn’t a factor

51:45 - Better to start with smaller policies or one big one?

56:37 - Episode wrap-up

ABOUT YOUR HOSTS:

David Befort and Paul Fugere are the hosts of the Wealth Warehouse Podcast. David is the Founder/CEO of Max Performance Financial. He founded the company with the mission of educating people on the truths about money.

David's mission is to show you how you can control your own money, earn guarantees, grow it tax-free, and maintain penalty-free access to it to leverage for opportunities that will provide passive income for the rest of your life.

Paul, on the other hand, is an Active Duty U.S. Army officer who graduated from Norwich University in 2002 with a B.A. in History and again in 2012 with a MA in Diplomacy and International Terrorism. Paul met his wife Tammy at Norwich.

As a family, they enjoy boating, traveling, sports, hunting, automobiles, and are self-proclaimed food people.

Visit our website: 

https://www.thewealthwarehousepodcast.com/

Catch up with David and Paul, visit the links below!

Website: 

https://infinitebanking.org/agents/Fugere494

https://infinitebanking.org/agents/Befort399

LinkedIn:

https://www.linkedin.com/in/david-a-befort-jr-09663972/

https://www.linkedin.com/in/paul-fugere-762021b0/

Email:

[email protected]

Becoming Your Own Banker by Nelson Nash: 

https://infinitebanking.org/product/becoming-your-own-banker/ref/46/

Visit our website: 

https://www.thewealthwarehousepodcast.com/

Before you begin your own banking system.

Before you achieve financial freedom and establish a legacy for your family..

You need to read “Becoming Your Own Banker” by Nelson Nash.

Just like you, the fellas are busy – so they understand why people may only take a quick glance at IBC. Not to mention, it can take some time for it to “sink in”.

In this week’s follow-up episode, the guys are continuing their speedrun of the IBC process with Nelson Nash’s ‘7 Points to Consider’.

Episode Highlights:

0:00 - Introduction

0:46 - The government “creating” a problem

4:09 - Your POV on ‘the system’

8:01 - “Wealth has to reside somewhere”

17:17 - “You finance everything you buy”

22:25 - “Your need for finance..”

26:22 - Episode wrap-up

ABOUT YOUR HOSTS:

David Befort and Paul Fugere are the hosts of the Wealth Warehouse Podcast. David is the Founder/CEO of Max Performance Financial. He founded the company with the mission of educating people on the truths about money.

David's mission is to show you how you can control your own money, earn guarantees, grow it tax-free, and maintain penalty-free access to it to leverage for opportunities that will provide passive income for the rest of your life.

Paul, on the other hand, is an Active Duty U.S. Army officer who graduated from Norwich University in 2002 with a B.A. in History and again in 2012 with a MA in Diplomacy and International Terrorism. Paul met his wife Tammy at Norwich.

As a family, they enjoy boating, traveling, sports, hunting, automobiles, and are self-proclaimed food people.

Visit our website: 

https://www.thewealthwarehousepodcast.com/

Catch up with David and Paul, visit the links below!

Website: 

https://infinitebanking.org/agents/Fugere494

https://infinitebanking.org/agents/Befort399

LinkedIn:

https://www.linkedin.com/in/david-a-befort-jr-09663972/

https://www.linkedin.com/in/paul-fugere-762021b0/

Email:

[email protected]

Join our Wealth Warehouse Webinar live on February 13th at 4:30pm CST/5:30PM EST via the link below:

https://us06web.zoom.us/j/82829087795

Becoming Your Own Banker by Nelson Nash: 

https://infinitebanking.org/product/becoming-your-own-banker/ref/46/

Visit our website: 

https://www.thewealthwarehousepodcast.com/

Before you begin your own banking system.

Before you achieve financial freedom and establish a legacy for your family..

You need to read “Becoming Your Own Banker” by Nelson Nash.

Just like you, the fellas are busy – so they understand why people may only take a quick glance at IBC. Not to mention, it can take some time for it to “sink in”.

To speed up this process, Dave and Paul have found a shortcut to that initial “handshake” with IBC when you’re reading ‘Becoming Your Own Banker’. In this week’s episode, they detail how you can get a quick grip on the concept with Nelson Nash’s very own, ‘7 Points to Consider’.

Episode Highlights:

0:00 - Introduction

1:17 - Episode beginning

2:42 - “The one thing I wish I done..”

7:23 - Reasons why you should do IBC

10:08 - “There are only 2 sources of income..”

14:50 - Creating a passive income stream

17:04 - Don’t be afraid to capitalize

18:35 - Owning your OWN banking system

23:47 - “Don’t do business with banks”

24:42 - “When a government creates a problem…”

ABOUT YOUR HOSTS:

David Befort and Paul Fugere are the hosts of the Wealth Warehouse Podcast. David is the Founder/CEO of Max Performance Financial. He founded the company with the mission of educating people on the truths about money.

David's mission is to show you how you can control your own money, earn guarantees, grow it tax-free, and maintain penalty-free access to it to leverage for opportunities that will provide passive income for the rest of your life.

Paul, on the other hand, is an Active Duty U.S. Army officer who graduated from Norwich University in 2002 with a B.A. in History and again in 2012 with a MA in Diplomacy and International Terrorism. Paul met his wife Tammy at Norwich.

As a family, they enjoy boating, traveling, sports, hunting, automobiles, and are self-proclaimed food people.

Visit our website: 

https://www.thewealthwarehousepodcast.com/

Catch up with David and Paul, visit the links below!

Website: 

https://infinitebanking.org/agents/Fugere494

https://infinitebanking.org/agents/Befort399

LinkedIn:

https://www.linkedin.com/in/david-a-befort-jr-09663972/

https://www.linkedin.com/in/paul-fugere-762021b0/

Email:

[email protected]

Join our Wealth Warehouse Webinar live on February 13th at 4:30pm CST/5:30PM EST via the link below:

https://us06web.zoom.us/j/82829087795

Becoming Your Own Banker by Nelson Nash: 

https://infinitebanking.org/product/becoming-your-own-banker/ref/46/

Visit our website: 

https://www.thewealthwarehousepodcast.com/

Getting started with IBC is a big step in the right direction – but it doesn’t end there.

When it comes to how you’re applying the Infinite Banking Concept, there are still winners and losers.

In this Dave and Paul circle back to the core pillars of IBC and what it means to really be your own banker. From “re-thinking your thinking”, to “don’t do business with banks” and “don’t steal the peas” – you’ll have all of the fundamental tenets you need (and need to remember) – to truly be successful with your policy.

Episode Highlights:

0:00 - Introduction

0:55 - Episode beginning

2:39 - “What makes somebody successful at IBC?”

3:29 - “Think long range”

7:14 - Don’t be afraid to capitalize

9:05 - Don’t steal the peas

10:43 - Don’t do business with banks

12:39 - Re-think your thinking

18:16 - Be prepared for windfalls

19:37 - Where you get your advice

21:03 - Focusing on the process (not the product)

22:35 - “All money is borrowed money”

25:58 - The “all or nothing” mentality

30:10 - Episode wrap-up

29:18 - Episode wrap-up

ABOUT YOUR HOSTS:

David Befort and Paul Fugere are the hosts of the Wealth Warehouse Podcast. David is the Founder/CEO of Max Performance Financial. He founded the company with the mission of educating people on the truths about money.

David's mission is to show you how you can control your own money, earn guarantees, grow it tax-free, and maintain penalty-free access to it to leverage for opportunities that will provide passive income for the rest of your life.

Paul, on the other hand, is an Active Duty U.S. Army officer who graduated from Norwich University in 2002 with a B.A. in History and again in 2012 with a MA in Diplomacy and International Terrorism. Paul met his wife Tammy at Norwich.

As a family, they enjoy boating, traveling, sports, hunting, automobiles, and are self-proclaimed food people.

Visit our website: 

https://www.thewealthwarehousepodcast.com/

Catch up with David and Paul, visit the links below!

Website: 

https://infinitebanking.org/agents/Fugere494

https://infinitebanking.org/agents/Befort399

LinkedIn:

https://www.linkedin.com/in/david-a-befort-jr-09663972/

https://www.linkedin.com/in/paul-fugere-762021b0/

Email:

[email protected]

Becoming Your Own Banker by Nelson Nash: 

https://infinitebanking.org/product/becoming-your-own-banker/ref/46/

Visit our website: 

https://www.thewealthwarehousepodcast.com/

In this week’s episode, Dave and Paul sit down with a special guest to explore his IBC journey and what he’s learned from his policy-building and IBC journey to his business-building experience using the Infinite Banking System!

Our guest today, Scott McKay, is a retired Army Lieutenant Colonel who served in Special Operations and conventional Infantry formations for twenty years. After retiring and moving to Colorado Springs, Colorado he joined a private software development company as a Program Manager. He and his wife are the owners and operators of Aspen Aesthetics + Wellness, a boutique style medical aesthetics and wellness medspa (www.aspen-elevated.com).

Episode Highlights:

0:00 - Introduction

0:55 - Episode beginning

1:41 - Some background on Scott

5:08 - Scott’s IBC journey

8:46 - Scott’s business-building experience

12:18 - Using IBC to START the business

16:55 - Loans and life insurance

19:04 - Access to liquid capital

24:35 - “It’s not an investment”

28:31 - Getting your employer to pay for your life insurance

34:06 - Knowing when you’re ready for more policies

36:14 - Episode wrap-up

ABOUT YOUR HOSTS:

David Befort and Paul Fugere are the hosts of the Wealth Warehouse Podcast. David is the Founder/CEO of Max Performance Financial. He founded the company with the mission of educating people on the truths about money.

David's mission is to show you how you can control your own money, earn guarantees, grow it tax-free, and maintain penalty-free access to it to leverage for opportunities that will provide passive income for the rest of your life.

Paul, on the other hand, is an Active Duty U.S. Army officer who graduated from Norwich University in 2002 with a B.A. in History and again in 2012 with a MA in Diplomacy and International Terrorism. Paul met his wife Tammy at Norwich.

As a family, they enjoy boating, traveling, sports, hunting, automobiles, and are self-proclaimed food people.

Visit our website: 

https://www.thewealthwarehousepodcast.com/

Catch up with David and Paul, visit the links below!

Website: 

https://infinitebanking.org/agents/Fugere494

https://infinitebanking.org/agents/Befort399

LinkedIn:

https://www.linkedin.com/in/david-a-befort-jr-09663972/

https://www.linkedin.com/in/paul-fugere-762021b0/

Email:

[email protected]

Becoming Your Own Banker by Nelson Nash: 

https://infinitebanking.org/product/becoming-your-own-banker/ref/46/

Visit our website: 

https://www.thewealthwarehousepodcast.com/

It’s something we should all worry about when it comes to financial advice:

“Is this really what I should be doing?”

So, when it comes time to pick an advisor, there are some things you can look out for that will give you invaluable insight into whether or not this person actually knows what they’re talking about.

And who better to outline what you should be looking/listening for than Dave and Paul? Tune in to see how you can tell the pros from the pretenders!

Episode Highlights:

0:00 - Introduction

1:07 - Episode beginning

2:05 - Talking about the previous year..

7:31 - 7 million in, a quarter BILLION comes out

8:39 - Finding an advisor

9:58 - How do you know if your advisor is legit?

15:47 - Are they authorized?

16:47 - Experience level

18:40 - Ongoing support and specific expertise

21:59 - “Do they have a process?”

23:34 - Do they require you to understand IBC first?

24:49 - Designing your policy

28:36 - Episode wrap-up

ABOUT YOUR HOSTS:

David Befort and Paul Fugere are the hosts of the Wealth Warehouse Podcast. David is the Founder/CEO of Max Performance Financial. He founded the company with the mission of educating people on the truths about money.

David's mission is to show you how you can control your own money, earn guarantees, grow it tax-free, and maintain penalty-free access to it to leverage for opportunities that will provide passive income for the rest of your life.

Paul, on the other hand, is an Active Duty U.S. Army officer who graduated from Norwich University in 2002 with a B.A. in History and again in 2012 with a MA in Diplomacy and International Terrorism. Paul met his wife Tammy at Norwich.

As a family, they enjoy boating, traveling, sports, hunting, automobiles, and are self-proclaimed food people.

Visit our website: 

https://www.thewealthwarehousepodcast.com/

Catch up with David and Paul, visit the links below!

Website: 

https://infinitebanking.org/agents/Fugere494

https://infinitebanking.org/agents/Befort399

LinkedIn:

https://www.linkedin.com/in/david-a-befort-jr-09663972/

https://www.linkedin.com/in/paul-fugere-762021b0/

Email:

[email protected]

Becoming Your Own Banker by Nelson Nash:

https://infinitebanking.org/product/becoming-your-own-banker/ref/46/

Visit our website:

https://www.thewealthwarehousepodcast.com/

In this episode of Wealth Warehouse, hosts Dave and Paul dive into a fascinating new report from Ernst & Young (EY) that sheds light on the evolving role of whole life insurance in retirement planning and investments. They unpack key takeaways from the report, titled "How Life Insurers Can Provide Differentiated Retirement Benefits", and explore how these insights align with the Infinite Banking philosophy.

From the challenges facing traditional retirement strategies to the unique opportunities whole life insurance can offer, Dave and Paul break down the complex world of insurance-backed financial planning in an easy-to-understand and actionable way.

https://www.ey.com/en_us/insights/insurance/how-life-insurers-can-provide-differentiated-retirement-benefits

Episode Highlights:

0:00 - Introduction

1:31 - Episode beginning

3:26 - EY’s report on whole life insurance

8:54 - Why use whole life vs. universal?

10:04 - Deferred income annuities and pensions

16:01 - Examining the“35 yr. old couple” simulation

21:00 - Looking at “10% whole life, 90% investments”

ABOUT YOUR HOSTS:

David Befort and Paul Fugere are the hosts of the Wealth Warehouse Podcast. David is the Founder/CEO of Max Performance Financial. He founded the company with the mission of educating people on the truths about money.

David's mission is to show you how you can control your own money, earn guarantees, grow it tax-free, and maintain penalty-free access to it to leverage for opportunities that will provide passive income for the rest of your life.

Paul, on the other hand, is an Active Duty U.S. Army officer who graduated from Norwich University in 2002 with a B.A. in History and again in 2012 with a MA in Diplomacy and International Terrorism. Paul met his wife Tammy at Norwich.

As a family, they enjoy boating, traveling, sports, hunting, automobiles, and are self-proclaimed food people.

Visit our website:

https://www.thewealthwarehousepodcast.com/

Catch up with David and Paul, visit the links below!

Website:

https://infinitebanking.org/agents/Fugere494

https://infinitebanking.org/agents/Befort399

LinkedIn:

https://www.linkedin.com/in/david-a-befort-jr-09663972/

https://www.linkedin.com/in/paul-fugere-762021b0/

Email:

[email protected]

Becoming Your Own Banker by Nelson Nash: 

https://infinitebanking.org/product/becoming-your-own-banker/ref/46/

Visit our website: 

https://www.thewealthwarehousepodcast.com/

Happy New Year from the Wealth Warehouse Podcast! In this first episode of 2025, Dave and Paul dive into actionable steps to kickstart your financial growth this year.

From foundational moves like increasing your income and having access to your income (in the first place) to basic housekeeping like checking your expenses and finding like-minded IBC people – this episode is perfect for newcomers and practitioners alike to help them along their Infinite Banking journey!

Episode Highlights:

0:00 - Catching up

4:25 - A few easy things to do for the New Year

10:28 - Upgrade your savings vehicle

14:49 - Surround yourself with like-minded people

21:11 - Increase your income

27:47 - Access to capital

ABOUT YOUR HOSTS:

David Befort and Paul Fugere are the hosts of the Wealth Warehouse Podcast. David is the Founder/CEO of Max Performance Financial. He founded the company with the mission of educating people on the truths about money.

David's mission is to show you how you can control your own money, earn guarantees, grow it tax-free, and maintain penalty-free access to it to leverage for opportunities that will provide passive income for the rest of your life.

Paul, on the other hand, is an Active Duty U.S. Army officer who graduated from Norwich University in 2002 with a B.A. in History and again in 2012 with a MA in Diplomacy and International Terrorism. Paul met his wife Tammy at Norwich.

As a family, they enjoy boating, traveling, sports, hunting, automobiles, and are self-proclaimed food people.

Visit our website: 

https://www.thewealthwarehousepodcast.com/

Catch up with David and Paul, visit the links below!

Website: 

https://infinitebanking.org/agents/Fugere494

https://infinitebanking.org/agents/Befort399

LinkedIn:

https://www.linkedin.com/in/david-a-befort-jr-09663972/

https://www.linkedin.com/in/paul-fugere-762021b0/

Email:

[email protected]

Becoming Your Own Banker by Nelson Nash: 

https://infinitebanking.org/product/becoming-your-own-banker/ref/46/

Visit our website: 

https://www.thewealthwarehousepodcast.com/

As the year comes to a close, we're celebrating the power of the Infinite Banking System with real-life stories of clients who’ve transformed their financial futures. In this special episode, we dive into unique and inspiring journeys—each marked by distinct challenges, goals, and extraordinary outcomes.

From families seeking financial freedom to entrepreneurs building generational wealth, these stories showcase how Infinite Banking isn’t a one-size-fits-all solution but a tailored approach to achieving dreams.

Join us for an uplifting and insightful conversation that highlights the versatility of Infinite Banking and the real impact it’s making in people’s lives. Whether you're new to the concept or a seasoned advocate, this episode is the perfect way to cap off the year with fresh inspiration!

Episode Highlights:

0:00 - Introduction

1:27 - Episode beginning

4:59 - Reflecting on the year and client policies

5:51 - Client story #1

8:51 - Client story #2

11:32 - Another client story

22:27 - Another client story

25:46 - 1035 exchange from an IUL

31:14 - Client story: the real estate investment

34:01 - Client story: Getting a policy BEFORE you need it

38:38 - Client story: Elderly parents

40:35 - Episode wrap-up

ABOUT YOUR HOSTS:

David Befort and Paul Fugere are the hosts of the Wealth Warehouse Podcast. David is the Founder/CEO of Max Performance Financial. He founded the company with the mission of educating people on the truths about money.

David's mission is to show you how you can control your own money, earn guarantees, grow it tax-free, and maintain penalty-free access to it to leverage for opportunities that will provide passive income for the rest of your life.

Paul, on the other hand, is an Active Duty U.S. Army officer who graduated from Norwich University in 2002 with a B.A. in History and again in 2012 with a MA in Diplomacy and International Terrorism. Paul met his wife Tammy at Norwich.

As a family, they enjoy boating, traveling, sports, hunting, automobiles, and are self-proclaimed food people.

Visit our website: 

https://www.thewealthwarehousepodcast.com/

Catch up with David and Paul, visit the links below!

Website: 

https://infinitebanking.org/agents/Fugere494

https://infinitebanking.org/agents/Befort399

LinkedIn:

https://www.linkedin.com/in/david-a-befort-jr-09663972/

https://www.linkedin.com/in/paul-fugere-762021b0/

Email:

[email protected]