Episodes

Aug. 2, 2021

Breakthrough to Success the Easy Way, with Mike Kitko

Today, we’re talking with Mike Kitko; author, speaker, coach who helps you lead powerfully, love selflessly, profit shamelessly, and play recklessly. If you’re an elite business owner who wants to break through to success and live soul out… tune in now! https://www.youtube.com/watch?v=F9Bo-zzgpts Table of contentsWorking in Your Zone of GeniusBreakthrough to Success and HappinessMike's Personal Breakthrough to SuccessHow Do You Own Your Zone of Genius?Solving the Money MindsetThe Breakthrough to...
July 26, 2021

How Infinite Banking Loan Interest Works

Want to use your Infinite Banking policy, but wish you understand the nuts and bolts of how Infinite Banking interest rates work? Today, we’re answering a question from our wonderful community of listeners: https://www.youtube.com/watch?v=iFSgJlrjL4U For example, what’s the policy loan if I wanted to borrow 1K? Are there any interest rates?—Riley Nelson If you want to learn exactly how interest works on life insurance policy loans… tune in now! Table of contentsWhat is IBC?The Power of LeverageD...
July 19, 2021

Increase Income Through Alternative Investments, with Denis Shapiro

Are you frustrated with the volatility, fee structure, and abstract nature of most investments? Do you feel that you’ve outgrown the status quo investing strategy and want to play a bigger game with your investing? Have you heard of alternative investments, but don’t know where to get started? Do you need investments that are built for high performers like you, who know it’s possible to increase your income today? https://www.youtube.com/watch?v=np8dmb8n8Cw Today, we’re talking with Denis Shapir...
July 12, 2021

5 Reasons Your Financial Plan is Failing

Are you on track for financial freedom? If you don’t know the answer to this question, you’re not alone. https://www.youtube.com/watch?v=1uNyH8npUik Most people think the answer is how much more they have left before the house is paid off, how much left on the student loans, the balance of their retirement fund, the stock market’s performance, the Federal Reserve chair’s economic analysis, or interest rates. While these things paint the landscape along the road to financial freedom, they have al...
July 5, 2021

Bob Wheeler, the Money Nerve

How do you create a healthy relationship with money that serves you? Today, we’re talking with Bob Wheeler, author of The Money Nerve, about how to create radical abundance. https://www.youtube.com/watch?v=YczbRpnO0E4 Bruce and I recently had the pleasure of joining Bob on his podcast, Money You Should Ask, and we just knew we had to share him with you. After all, how many CPAs do you know with a great sense of humor? We hope you’ll enjoy our delightful and humorous conversation with Bob about t...
June 28, 2021

Creating a Balanced Wealth Portfolio

We like to ask our audience, what is your biggest challenge with building wealth, and we receive so many insightful questions. Today, we’re answering a question from Matt about how to create a balanced wealth portfolio. https://www.youtube.com/watch?v=zZztP3WOhF4 So if you want to make sure you’re thinking through all the pieces of your financial plan and doing the best you can with your money for today and for the future, tune in now! Table of contentsAnswering a Viewer QuestionStarting with “W...
June 21, 2021

Pumpkin Plan Your Business, with Mike Michalowicz

Want to grow and scale a profitable business? It’s just like growing a giant pumpkin! Back on the show after discussing Profit First, we have multi-best-selling author Mike Michalowicz to discuss some of newest books: The Pumpkin Plan, and Get Different. https://www.youtube.com/watch?v=it6WjNmBU7A I promise, a few minutes with this guy and you’ll have a whole new perspective on your business. So if you want to transform your business, find out how to hit your sweet spot where you’re serving clie...
June 14, 2021

Jim Harbaugh’s $4 Million Life Insurance Strategy Explained

Ever wonder if the rich and famous use life insurance? https://www.youtube.com/watch?v=rWNYEK6iuio Life insurance is a private asset. That’s why you don’t hear a lot about it in the public arena. But wouldn’t you love to hear how life insurance is being used in the lives of people whose names you’d recognize? Today, we’re talking about some life insurance that’s as close to the spotlight as you get—coach of the Michigan Wolverines, Jim Harbaugh, agreed to have his compensation package include li...
June 7, 2021

How to Get Business Credit, with Ty Crandall

Need capital in your business, fast? Today, we’re talking about another way to get a capital infusion through business credit. https://www.youtube.com/watch?v=J_qT49JxLlI The problem is that most business owners who want financing don’t get as much as they could, because they haven’t worked on the qualification process. That’s where CreditSuite can help. Ty Crandall has become a recognized authority in business credit building, business credit scoring, and business credit repair. So if you want ...
May 31, 2021

Life Insurance Demutualization: What it is and What it Means for You

For Infinite Banking, the ideal policy is a specially designed, high cash value, dividend-paying, whole life insurance policy with a mutual company. But some mutual companies, including Ohio National, have recently demutualized. So what is whole life insurance demutualization, and what does it mean? https://www.youtube.com/watch?v=TS9lWhrTpGU Today, we’re going to talk about demutualizing and how it affects Infinite Banking policies. You’ll learn: How a mutual company worksWhy you want a mutual ...
May 17, 2021

What to Do About Inflation

Inflation is in the news. Should you be concerned? What should you do to make sure you’re protected? https://www.youtube.com/watch?v=8l43QGtzmKg In today’s conversation, we’ll talk about inflation, the consumer price index, and how to stay financially strong so you can build financial freedom. Join us below for the conversation! Table of contentsWhat is Inflation?The Consumer Price IndexCPI Has Risen More than ExpectedWill the Fed Raise Interest Rates?Financial Freedom in the Face of InflationRe...
May 10, 2021

Using Infinite Banking in Your Business

Love the idea of Infinite Banking, but want to see how it could apply to your business? Looking for a way to improve your creditworthiness, financial stability, get great cash storage, capital reserves, to maximize your profitability in your business? https://www.youtube.com/watch?v=bAqNmDGzhyM Today, we’re going to talk about how to boost your business's financial performance with Infinite Banking—and how to use Infinite Banking in your business. You’ll learn: How storing capital in an Infinite...
May 3, 2021

Top Questions About Infinite Banking, Part 2

In part 1, we started discussing the top questions about Infinite Banking that we hear all the time. This week, we’re finishing up the conversation, so that you can make a decision about Infinite Banking with confidence. https://www.youtube.com/watch?v=xNKGjD5eEIg Hopefully, we’ll cover the question on your mind. (And if we don’t, check out Part 1 of this conversation to see if we’ve covered it there.) So, if you want to clear up your doubts, find out exactly what to do about your concerns, and ...
April 26, 2021

Grow Your Business by Design, with Cesar Quintero

Are you looking for a formula to grow your business? Cesar Quintero, Certified EOS Implementer and visionary of The Profit Recipe is here to help! So, if want to figure out how to tap into your purpose, get traction, and solidify a healthy team… tune in below! Table of contentsUnique AbilitiesThe Power of VulnerabilityThe E-volution FlywheelThe Ikigai ConceptEOS and The Profit RecipeContact Cesar QuinteroAbout Cesar QuinteroBook A Strategy Call Is there a formula for business growth? As it turns...
April 19, 2021

Top Questions About Infinite Banking, Part 1

Are you considering Infinite Banking, but you aren’t sure yet if it’s a good fit for you, and you’d rather figure it out before investing time into a personal conversation with an advisor? Look, your concerns are absolutely valid! But let’s let those questions propel you to action, not indecision. Today, we're answering the top questions about Infinite Banking that we have heard. https://www.youtube.com/watch?v=qVZbt1tog3w Hopefully, we’ll cover the question on your mind. So, if you’d love to cl...
April 12, 2021

The Morning Routine to Take Bold Action I Learned from Dan Sullivan

How are your New Year’s resolutions going? We’re almost three months into 2021, and it’s a great time to take an inventory of how you’re doing. This one simple morning routine I learned from Dan Sullivan has had a greater impact on my year than anything else. https://www.youtube.com/watch?v=EahEyM9wj-Q Today, we’ll talk about that one little idea that has the power to change everything for you. So, if you want to find out how to master your emotions, step into confidence, and get more done… tune...
April 5, 2021

Profit First for Dentists, with Barbara Stackhouse

Do you want to be more profitable, and enjoy the success of a thriving business, instead of running ragged on the hamster wheel of chasing the next sale? Barbara Stackhouse is writing Profit First for Dentists. https://www.youtube.com/watch?v=EzsWDyjLA2Q Sound familiar? It’s the specific application of Mike Michalowicz’s Profit First system, tailored to the dental industry, with their unique challenges and solutions. So, if you’re a dentist who would like to build a successful practice, or a chi...
March 29, 2021

Is Infinite Banking a SCAM? Dave Ramsey Says So.

Have you heard Dave Ramsey’s opinion of Infinite Banking and Whole Life Insurance? He says it’s a scam, a joke, hogwash, horrendous, a pile of manure, old school life insurance done poorly, a jumbled word picture, you can’t cut through the BS, screwing people, and just doesn’t feel right. https://www.youtube.com/watch?v=Jnbs0iANdMU Today, we’ll separate opinion from fact, so you can decide for yourself if Infinite Banking is a scam (or not) based on knowledge and understanding. So if you want to...
March 22, 2021

Thou Shall Prosper with Rabbi Daniel Lapin

Do you want to make more money this year? Today, we’re talking with Rabbi Daniel Lapin, author of Thou Shall Prosper — Ten Commandments for Making Money, one of the deepest and most profoundly philosophical books about the wisdom you need to be successful. https://www.youtube.com/watch?v=wTujheo9dAk So if you want to learn about the steps that make success possible and make more far more money than you’re making right now… tune in now! Table of contentsThe 10 Commandments (of Making Money)Busine...
March 15, 2021

Is Infinite Banking Dead? 7702 Plan and Law Changes

Right now, you have a fantastic opportunity to use whole life insurance as a place to store cash, build capital reserves, get better than bank rates on savings, AND the ability to earn never-ending compound interest, even WHILE you’re using the same money for something else. And you don’t have to qualify to access your capital. You can thank the 7702 Plan for that. https://www.youtube.com/watch?v=7lMnZARrqys But is this long-time financial bunker of the wealthy about to become an obsolete vintag...
March 8, 2021

Attracting Influencers and High Net Worth Clients, with Steve Sims

If you want to achieve the impossible, connect with the most powerful people in the world, achieve the next level in your business, strengthen your relationships, lead your community, and make an impact… listen in, because we're talking with Steve Sims. https://www.youtube.com/watch?v=oHXpuecDrjM Quoted as “The Real Life Wizard of Oz" by Forbes and Entrepreneur Magazine, Steve Sims is the best-selling Author of BLUEFISHING—The Art of Making Things Happen, a sought-after coach, and a speaker at a...
March 1, 2021

Best Places to Save Money: Secure and Grow Your Savings

Americans are saving more money than ever, yet interest rates are at an all-time low. If you're looking for the best place to save money, it might be time to stop saving with banks. https://www.youtube.com/watch?v=dl02XkqwwDg A recent CNBC article states: "In the midst of the coronavirus crisis, many Americans are spending less and saving more. At the same time, banks are paying next to nothing on those deposits." Are you, too, looking for the best place to keep savings but want to make sure you...
Feb. 22, 2021

The Go Giver Influencer, with Bob Burg

There is a major problem in the world today: it’s not people disagreeing with one another… it’s that they cannot disagree agreeably, civilly, and most importantly, persuasively! Here, at the end of a turned upside-down year, the gift we need most is a solution. That's where The Go-Giver Influencer comes in. https://www.youtube.com/watch?v=wtLxPvRHxZ4 In this interview, we’re talking with Bob Burg, co-author of The Go-Giver Influencer. So if you want a way to find common ground where there appear...
Feb. 15, 2021

The Secure Act: Important Changes to Your IRA that You Need to Know

If you’re planning to leave an inheritance to your children, there’s a new rule in the Secure Act that will probably cause your kids to pay more taxes if you pass on your retirement plan. https://www.youtube.com/watch?v=3yQ22dT2H6I Today, we’re discussing how the Secure Act, passed in 2019, affects your retirement plans and may front-load taxes to kids who inherit these plans. If you want to know what the Secure Act is, how it applies to you, and what you can do about it… tune in below! Table of...