Episodes

In this episode, Chris reconnects with Winnie and Emaghea—the powerhouse team behind Cash Smart for Life. Their mission is to equip parents with the tools and confidence to teach their kids (ages 3–13) about money in a fun and engaging way. Their course is a game-changer for families ready to tackle one of life’s most important topics: financial literacy. Check out their website! cashsmartforlife.com The post Interview with Winnie and Emaghea appeared first on Life Success Legacy.

What did Nelson Nash mean when he said, “Don’t do business with banks”? In this episode, we break that down. There’s a deep-rooted frustration with traditional banking—and for good reason. Banks retain all the control, provide very little security, and profit off your money while giving you scraps in return. So why do we keep trusting them? We explore the role of banks, how they really operate, and why Infinite Banking offers a better way forward—one that puts you in the driver’s seat. If you’ve...

In this episode, Chris sits down with the inspiring Toby and Kelly Whitman, valued clients from Houston, Texas. Their journey is nothing short of remarkable, and they share powerful insights and personal experiences that you won’t want to miss. Tune in for a heartfelt and uplifting conversation that highlights the real impact of Infinite Banking and our wonderful community! The post Interview with Toby and Kelly Whitman appeared first on Life Success Legacy.

In this episode, we’re answering some common questions we hear during coaching sessions—some of the same ones we had when we first started our IBC journey! If you’ve ever wondered ‘Am I doing this right?’ or ‘What happens if…?’ you’re not alone. Tune in as we break things down, clear things up, and maybe even answer a question you didn’t know you had. Let’s make IBC a little less confusing—and a lot more doable! The post Coaching Session Quick Hitters appeared first on Life Success Legacy.

The Life Success & Legacy team recently had the incredible opportunity to attend the Nelson Nash Institute Think Tank! This event brought together passionate practitioners and coaches, all dedicated to the Infinite Banking Concept (IBC). Not only did we get to learn from some of the best minds in the industry, but we also had the honor of sharing a portion of our Boot Camp—highlighting our commitment to empowering others through education. Tune in now to hear our key takeaways, insights from t...

In this episode, Chris sits down with the incredible Alejandra Perez, a longtime client with an inspiring story you won’t want to miss. Tune in and prepare to be just as impressed as we are! The post Interview with Alejandra Perez appeared first on Life Success Legacy.

In this episode, we’re answering another great audience question: What does LSL actually do—and what don’t we do? Spoiler alert: It all leads back to Nelson Nash and Becoming Your Own Banker. We’ll break down our unwavering focus on Infinite Banking, share personal stories, and discuss why we stay in our lane. Plus, we’ve got some exciting updates on our upcoming LIVE boot camps—you won’t want to miss it! The post What We Do & Don’t Do… Psst, It’s All IBC! appeared first on Life Success Legacy.

Join us for an exciting update on the state of the Life Success & Legacy team! Our commitment to Infinite Banking—both for our team and our clients—remains our top priority. In this episode, we’re sharing our plans for 2025, how we’re continuing our mission, and some exciting updates from the team. Tune in to hear what’s ahead! The post State of the Team: LSL Updates appeared first on Life Success Legacy.

In this episode, we’re tackling a question that comes up often. It’s rooted in a bit of fear and “what ifs,” but it’s an important one to address: What happens if I find myself in a negative cash flow situation? The truth is, life happens. The good news? Infinite Banking offers a ton of flexibility, and the Life Success & Legacy team is here to guide you through these situations. Take a listen—it might just ease your worries and give you the confidence to handle whatever comes your way! The pos...

In this episode, we’re diving into the spirit of the New Year—not with resolutions, but with a powerful recentering of focus. Join us as we share our personal plans, experiences, and insights, all while exploring how to stay on course in our Infinite Banking journey. It’s a fresh start with purpose and strategy—don’t miss it! The post New Year, New Focus: Recenter Your Path with IBC! appeared first on Life Success Legacy.

Ever wondered about kid policies and their role in your Infinite Banking journey? We’ve got you covered! In this episode, we dive straight into a topic we’ve teased before: why kid policies matter, when to start them, and how they fit into your IBC strategy. Plus, we’re sharing real-life stories from our own kids’ policies to give you an inside look. It’s insightful, personal, and packed with practical tips. Tune in and join the conversation! The post What’s the deal with kid policies? appeared...

In this episode, we tackle a comment we hear all the time—whether it’s in our Boot Camps or our community Discord, this question seems to pop up regularly: “Do I have to be wealthy to start Infinite Banking?” Join us as we break down this common misconception, share personal experiences, and even walk you through an example using our software. If you’ve ever wondered whether Infinite Banking is only for the wealthy, this episode is for you! [powepress] The post But I have to be wealthy to star...

Today, we get to celebrate (without roasting!) one of our absolute favorite people—the mastermind behind why each team member now has five personality test results: Chris Bay! Chris is constantly thinking ahead and challenging us to be our best, not just as a team, but for our clients too. We truly wouldn’t be where we are without his vision, and we’re so grateful for everything he brings to the table! The post The non-Roast of Chris Bay appeared first on Life Success Legacy.

Ready to take your Infinite Banking journey to the next level? In this episode, we dive into a core principle: skin in the game. We believe that when you put in the effort to meet us halfway, the rewards you’ll see will multiply. Join the team as we unpack why investing your time, energy, and commitment could be the game-changer you didn’t know you needed. Tune in—it might just be more valuable than you think! The post Having Some Skin in the Game appeared first on Life Success Legacy.

In this episode, we dive into a question raised at a recent boot camp: ‘But what if I don’t need the death benefit?’ Join us as we explore why the death benefit is a critical piece of Infinite Banking, and discover creative ways it can be used! You won’t want to miss our insights! The post But I don’t need Death Benefit appeared first on Life Success Legacy.

In this episode, the team takes a deep dive into a key question from a recent Boot Camp: Policy Loans. While we’ve touched on this topic before, this is the first time we thoroughly break down their value and explore the specific benefits of incorporating them into your IBC journey. The post Policy Loans: Deep Dive appeared first on Life Success Legacy.

Today, we have the privilege of not roasting our fearless leader and the mastermind behind Life Success & Legacy, Mike Everett! In a special podcast episode, we managed to wrangle all five remaning teammates together for this non-roast (and trust us, it was a blast). Mike’s leadership is, without a doubt, the driving force behind the incredible success of LSL. Whether it’s asking the tough questions, advocating fiercely for both clients and the team to the insurance companies, or just bringing h...

In this episode, the team takes the opportunity to celebrate Shelley Forbis, the person who holds everything together and ensures every client is well taken care of. Many of you already know Shelley and her relentless dedication to advocating for our clients, but listen as the team shares how we wouldn’t be who we are without her. The post The non-roast of Shelley Forbis appeared first on Life Success Legacy.

In this episode, the team delves into a rarely discussed topic: policy maintenance. We start by introducing the key players and then explore important considerations to keep in mind as life moves forward. This is a good one! The post Policy Maintenance: What does that mean? appeared first on Life Success Legacy.

In this video, the team talks about the challenges of finding like-minded individuals in the Infinite Banking space. To address this, we’ve created the LSL IBC Community Discord! This community is designed to be a space where our clients can connect, share ideas, and support each other through the ups and downs of the Infinite Banking journey. If you’re interested in joining, just reach out to our team, and we’ll send you the link! The post The LSL IBC Community appeared first on Life Success L...

In this episode, Chris has the pleasure of interviewing two of the LSL Team’s favorite people: Pei and Nino. They are not only valued clients and enthusiastic advocates for LSL but are also embarking on many exciting adventures of their own. Tune in to discover how you can get involved with what they’re up to! You can listen to ‘Finding Financial Fitness’ on Apple or wherever you listen! The post Interview with Pei Chen and Nino Gonzalez! appeared first on Life Success Legacy.

In this episode, Chris has the privilege of interviewing Shelley Forbis! While she prefers to stay in the background, ensuring our clients receive the highest level of care, her story deserves to be shared. Take a listen, and you’ll understand why the LSL team feels 100% blessed to have her. The post Shelley Forbis Interview! 2024 Updates appeared first on Life Success Legacy.

In this episode, we have the opportunity to non-roast our amazing team member and undisputed passive income champion, Mike Kwong! We’ve brought in Haley as an additional roaster—oops, I mean supporter. Her insights, combined with those of Mike, Mike and Chris, create a very fun and heartwarming podcast. Take a listen, and we think you’ll agree: Mike Kwong is one of the absolute best. The post The non-Roast of Mike Kwong appeared first on Life Success Legacy.

In this episode, we discuss a statement we hear all the time. “My friend says I can get cheaper whole life insurance!” Our immediate reply? Yes, you can! But it all comes down to your purpose. Listen in as we cut through the noise to show you how properly designed, dividend-paying whole life insurance can transform your financial landscape. The post My friend found high cash value Whole Life for way cheaper. Can it be? appeared first on Life Success Legacy.