Episodes

In part 8 of the "Becoming Your Own Banker" series, we dive deep into how to save taxes by implementing the Infinite Banking Concept in your financial life. https://www.youtube.com/watch?v=SNusw15mzyM During our discussion, we dig into the concepts of legal plunder, taxation, and the triple tax advantage of whole life insurance. We also share an enlightening live Q&A session on financial concerns, emphasizing the importance of asking questions and modeling successful behaviors. Nelson Nash was a...

Are you shopping for the best Infinite Banking policy, but want to first make sure you have the correct policy design with a good life insurance company and a team you can trust? https://www.youtube.com/watch?v=aUwFuc7NCec Here’s the first thing you need to know: there’s no such thing as an “Infinite Banking Policy.” We only use that phrase here because it’s commonly searched, and we want to meet you where you are. But the truth is, Infinite Banking is not a product—it’s a strategy. The vehicle ...

Even if you make lots of money, there's a central flaw in human nature that prevents most people from handling, managing, and keeping it. If you conquer that, there are forces against you. In part 7 of the "Becoming Your Own Banker" series, we'll deep dive into the inner conflict of Parkinson's Law, and the outer battle of taxation ... and show you how to conquer both. https://www.youtube.com/watch?v=v1HtuqTI-vA Join us as we continue the conversation about whole life insurance and the Infinite ...

What do the 25,000 self-made $100M families in the US have in common? Discover the secrets to skyrocketing your career and achieving wealth and happiness with our special guest Emmy Sobieski, a CFA, Amazon #1 bestselling author of $100M Careers, and an expert in investing and entrepreneurship. https://www.youtube.com/live/5nmGpa0LKk8 Emmy's journey from humble beginnings recycling aluminum cans to running the top fund in the world is a testament to the power of embracing a growth mindset and cel...

In this episode, we dive deep into Nelson Nash's book Becoming Your Own Banker, and the power of whole life insurance dividends. Many people are unaware of how they contribute to the growth of cash value and overall efficiency. We also explore the importance of thinking long-term when it comes to Infinite Banking and building a legacy through whole life insurance policies. By understanding the mechanics of whole life insurance dividends and focusing on long-term growth, we can create a powerful ...

If inflation is on your mind, you’re not alone. With three years of high inflation figures and your pocketbook saying it’s even higher every time you buy groceries, how will your money keep up? Can Infinite Banking overcome inflation and provide a long-term solution? https://www.youtube.com/watch?v=-6wZtPKGOHI Today, we discuss a listener question about how Infinite Banking can be used to combat inflation. We also discuss the five tenants of infinite banking, such as 'don't do business with bank...

https://www.youtube.com/watch?v=OWptb6M-_RM In this fifth installment of the "Becoming Your Own Banker" series, uncover the hidden cost of capital that can make or break your financial future. Find out the benefits of having control over your debt. Get insider information on the cost of capital and become your own banker. The Cost of Capital: You’re Always Paying InterestInfinite Banking is Like a BusinessBuild a Sustainable PolicyWhere Do Policy Costs Go?The Cost of Capital and Company Responsi...

Simon Severino, a strategy advisor for F500 Boards from NY to Beijing, helps companies scale by discovering how to run their company more efficiently. From digital agencies to service and SaaS businesses, Simon's work results in sales that soar. He is the CEO and Founder of consulting agency Strategy Sprints, and Creator of the Strategy Sprints® Method that doubles revenue in 90 days by getting owners out of the weeds. His insights are sure to help you scale your business and stay at the forefro...

If you're going to "Become Your Own Banker" and use the Infinite Banking Concept, you need to understand the laws of IBC. In other words, you need to know how to capitalize a bank and how to manage a sustainable bank. https://www.youtube.com/watch?v=FWgW2T8_WD8 Nelson Nash uncovers the fundamental laws of IBC that must be upheld for any bank, including your own banking system, to last. Join us as we continue the conversation through Nelson Nash's book, "Becoming Your Own Banker," today. What is ...

Every year, IBC practitioners and advisors convene at the Nelson Nash Think Tank. Here, some of the best advisors in the Infinite Banking space remember the core truths of Infinite Banking, improve their understanding and ability to serve you, and "sharpen iron." https://www.youtube.com/watch?v=-lRc64JVi0E Bruce attended the 2023 event earlier this year, and today, we'll share the highlights with you. So if you wished you could have attended and would like to be in the know about what matters mo...

Your need for financing is greater than your need for saving. Most people try to make more money or get a better return on their investments to get further ahead. But these strategies fail because they focus on the wrong problem. In Becoming Your Own Banker, Nelson Nash identifies the most prevalent problem with most Americans' financial lives is that they are spending 34.5 cents of every dollar on interest, turning the wheels of the banking industry, yet hardly saving even 10 cents of every dol...

If you’ve paid any attention to the news recently, then you’ve probably heard about what’s happening with the Silicon Valley Bank. The news isn't good, and it's probably raising some questions. We’re here to unpack what you might be thinking about. Like, are we entering a banking crisis, and what does this mean for the greater economy? How does Infinite Banking compare? https://www.youtube.com/watch?v=kqOWPOdD8eY In this podcast, we'll examine the factors that led to the Silicon Valley Bank coll...

Infinite Banking is an exercise in imagination. And in an act of imagination, Nelson Nash introduced a powerful example of how to capitalize on a whole life insurance policy and be an honest banker. He often referred to this concept as "don't steal the peas,” which he explains in his book, Becoming Your Own Banker. https://www.youtube.com/watch?v=baPGoTOZ_H4 Today, we’re going back to this book, the “source” of IBC, and unpacking this idea of “don’t steal the peas.” That means examining the prin...

Are you looking for good investment opportunities to put your capital to work? Have you considered franchising as an opportunity for business ownership without starting a company from scratch? Today, we're talking with Jon Ostenson, a top 1% Franchise Consultant, former Inc. 500 Franchise President and Multi-Brand Franchisee, and author of "Non-Food Franchising." So if you want to learn about the non-food franchising business model, the pros and cons, and why this might be a good fit if you're a...

Want to get the nuts and bolts on Infinite Banking? What is the infinite banking concept? Why does it work? How does it benefit your life? In this new series, we're returning to the source: the original text on Infinite Banking: Becoming Your Own Banker, by R Nelson Nash, the father of Infinite Banking. https://www.youtube.com/watch?v=eTrdnOSPjWQ To start, we'll dive into how banking impacts you, and why this macro view of the flow of money is just the perspective you need to take control of you...

Concerned about taxes in the future? Taxes are a huge eroder of wealth. While you do not have control over tax rates, you can strategically position yourself to maintain control of as much of your money as possible. Taxes are at a historic low, so it is time to learn how to pay less tax legally. https://www.youtube.com/watch?v=SB4IoCq9Y-8 So, if you want to find out how to protect your wealth from likely tax rate hikes and minimize your tax rate ... tune in now! *Disclaimer: This is not tax advi...

Are you concerned about rising interest rates? How will they affect your Infinite Banking policies? What about inflation and infinite banking? What do interest rates mean for infinite banking? https://www.youtube.com/watch?v=CbHu0HqwCWA Today, we’ll be discussing the infinite banking concept and how it relates to interest rates. We’ll also explore the implications of this concept for infinite banking customers and whole life insurance customers. We want you to have a better understanding of what...

Money is often confused, misunderstood, and classified as part of our basic, natural, carnal human nature. But money is spiritual. Understanding, earning, using, managing, and growing money is a part of our lives that is deeply spiritual. Rabbi Lapin knows this and shares his wisdom about money far and wide. https://www.youtube.com/watch?v=kdDMBgWHwkg For more than forty years, Rabbi Daniel Lapin has taught audiences around the world that wealth creation isn’t merely practical, but also moral. H...

Considering Infinite Banking, got questions? We love your questions because we know that gaining clarity and getting answers frees you up to make decisions about your financial life. And chances are if you’re asking, someone else is too! Today, we're tackling audience questions on inflation, pensions, and infinite banking. https://www.youtube.com/watch?v=9Hsoxa0Q3Pg To get more clarity on common questions we get from our tribe, tune in now! Table of contentsHow Do You Weather the Current Economy...

You only have 18 summers with your kids. How will you make them count? Today, we’re talking with Jim Sheils of 18 Summers and author of The Family Boardroom. We're digging into how you—the entrepreneur, business owner, and busy parent—can deepen your relationship with your child. https://www.youtube.com/watch?v=7Mg58L5y8J8 So, if you want to create lifelong connections, trust, bonding, respect, and experiences in your family… tune in now! Table of contentsThe Origins of 18 SummersThe Power of 18...

Despite the fact that many know they need life insurance, nearly half of consumers do not have insurance, according to a 2021 LIMRA study. The most common reasons are that they think it is too expensive, they have other financial priorities, or they aren’t aware of what they need and what type to purchase. https://www.youtube.com/watch?v=vuKJznszXbE To help you overcome the hurdles and make decisions to shrink your life insurance coverage gaps, we’re sharing the 10 benefits of life insurance. Li...

Do you want to build your family bank that will provide capital to you and future generations? Come see behind the scenes as we talk about our Marshall Family Banking System in real-time. https://www.youtube.com/watch?v=c4u4YRT5wIs Today, we’re updating you in real-time to show the impacts of paying another year of premium, how our cash value is growing, and our vision for how we’ll use our family bank as the foundation to grow generational wealth. So, if you want to see exactly how and why you ...

Mass Mutual, a top life insurance company and heavily relied upon insurance carrier in the Infinite Banking space, recently came out with a memo to their agents against the Infinite Banking Concept. https://www.youtube.com/watch?v=IFhcV4Kp1yg They shared that the company doesn’t support concepts that promote or present whole life insurance as a personal banking policy, prioritizing the maximization of policy cash values and immediate and regular access via policy loans. [paraphrased] Today, we’l...

You have heard of the Seven Deadly Sins: pride, greed, lust, envy, gluttony, wrath, and sloth. Each is a natural human weakness that impedes happiness. In addition to these vices, however, there are economic sins as well. And they, too, wreak havoc on our lives and in society. They can seem intuitively compelling, yet they lead to waste, loss, and forgone prosperity. James Otteson, the John T. Ryan Professor of Business Ethics at the University of Notre Dame, is the author of Seven Deadly Econom...