Podcast

Today, Wade dives into the four steps to the Infinite Banking Concept: Recognize the problem, request help, understand the process, and characteristics of the ideal product to solve the problem. Take a listen as Wade breaks down each step further to help you understand the benefits of following this process and how it can change…

Fellow IBC Practitioner and author Luke Tatum joins Wade today to discuss his book and what drew him to pursue the Infinite Banking Concept.  They talk about the importance in controlling the mechanics of how you bank so you aren’t caught flat footed with forces beyond your control.  Many people take access to capital for…

When planning for retirement, many of us have been conditioned to save using tax-deferred plans like an employer-sponsored 401(k) or IRA. The idea behind these accounts is to allow you to put away untaxed money to save for retirement. If your retirement savings strategy is to only utilize tax-deferred accounts, you may be setting yourself…

Listen in today as fellow IBC practitioner David Zapata joins Wade to discuss his journey from immigration to growth and transformation. They talk about growth taking time, intentions, experiences, and purpose. David walks us through how he got to where he is today after coming to America 16 years ago. Tune in to hear how…

It’s safe to say planning for retirement is one of the best things you can do for yourself. That being said, it can be a confusing process. There are a lot of elements to consider when determining how much money you’ll need. One way to ensure you’re in control of your retirement fund is by…

Wade and Barry continue their conversation today on the safety of insurance companies and the complications around traditional retirement accounts. They control your money – whole life insurance allows you to control your own money. Access to and control of money is the most important part of your retirement. Listen in to hear more about…

Today Wade is joined by Barry Dyke to discuss pensions, guaranteed income, and purchasing Whole Life to “de-risk” terminated pensions. Safest place to warehouse your capital is a whole life insurance company. They discuss retirement planning and the desire to provide safe, secure passive income. Tune in to hear a great conversation about retirement options…

In today’s episode, Wade gives a refresher on the Infinite Banking Concept. So what is IBC? It’s learning to borrow from yourself instead of corporations and allowing you to build your own wealth rather than someone else’s. Tune in to learn more about the elements that make IBC successful: time, money, and discipline.

Tune in today to listen in as Wade talks about the different types of Long-Term Care policies and the benefits of each. You can make a Long-Term Care (LTC) policy work for you with the right information and understanding that not all LTC coverage is equal. Visit our website to schedule a call to help…

Todd Bookspan joins Wade again today where they talk about the fear of rising interest rates and how taking control of your finances can help ease that fear. They talk about thinking outside the box when it comes to investing and investment opportunities.

Today, Wade is joined by Executive Coach Todd Bookspan, owner of Win By Noon. During this episode, they discuss the importance of time-blocking and how to make the most of your day by being as efficient as possible by creating processes that work for you. Tune in to learn how to get the results you…

For many young professionals just starting to accelerate their careers, retirement planning is often the last thing on their minds. But anyone who has retired or is near their retirement will tell you that it’s never too early to plan for it. Starting early puts less pressure on you down the road, and ensures your…