How to Take a Whole Life Policy Loan and Pay It Back

Privatized Banking has the edge over other funding methods because of the strategic use of whole life policy loans. If you’re new to the concept, let’s rewind to make sure we’re on the same page.  Privatized Banking is a strategy of building up cash value inside of a specially designed whole life insurance policy.  The…

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Dr. Joel Wade - Mastering Happiness

In today’s show, we’re interviewing Dr. Joel Wade, of Mastering Happiness.  Dr. Wade is an Author, Psychotherapist, and Life Coach who’s centered his work on happiness, and helping people live happier, better, and more effective lives.  And we’re talking about true happiness and well-being, not simply the happiness of feeling good in a lucky moment…

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The New Year Planning Secret Every Great Entrepreneur Knows

There’s one thing most people miss when setting up their goals for the coming year. And because of this little oversight, so many new years resolutions that started out as cheerful balloons dancing towards the sky become like coins slipping our grasp and clattering to the ground. That means that New Years resolutions can become…

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Paid Up Additions Get the Best Policy Design With This Big Shift

What is the perfect funding ratio between base premium and the paid up additions rider (PUAs)?  You may be surprised to discover that this question comes up over and over in our one-on-one conversations with people who want to implement the Infinite Banking strategy personally.  And since whole life policy design is important enough to…

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When Things Don't Go According to Plan

Real life: today, things didn’t go according to plan.  Bruce and I had allocated the hour to recording a great podcast with a guest.  But there was a misalignment of time zones, and they didn’t show up.  Rather than wasting time and energy getting frustrated, we used the moment as an opportunity for our growth…

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Dr. Lee and Candice Matthis

In today’s show, we highlight Dr. Lee and Candice Matthis and their inspiring story.  Dr. Lee Matthis is a chiropractor working with Tuck Clinic, a large practice in southwestern Virginia, and plays a significant role in improving the profession and healthcare in general through consulting and clinic management and his work with the UVCA.  His…

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Economic Value of Certainty Les McGuire

Les McGuire reveals a timeless truth about the economic value of certainty that goes back as far as scripture.  It’s that to have the highest chance of flourishing, you need certainty, guarantees, and stability.  In Jesus’ parable of the wise and foolish builders, the wise man’s house on the solid rock withstood storms.  He was…

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Are We At the Top of the Market How to NOT Lose Money

After seeing an upward trend in the markets over the past decade, you may be concerned that we’re at the top of the market cycle.  Many people are feeling the volatility and uncertainty.  How do economic factors direct your decision-making?  Should you stay in for the long haul and ride it out? In today’s show,…

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