Visit our website:

https://www.thewealthwarehousepodcast.com/

Becoming Your Own Banker by Nelson Nash:

https://infinitebanking.org/product/becoming-your-own-banker/ref/46/

It’s that time again! The monthly webinar.

This installment welcomes summer and fresh IBC topics for your viewing pleasure!

This episode covers some familiar and some exotic topics, ranging from using your policy to purchase a car (or not), IBC and investment opportunities, thinking like a banker and even how you can set up your legacy just like the Rockefellers.

Have a question or an interest in joining the next event? Check out the website link above or reach out to Dave and Paul using the information below!

Episode Highlights:

0:00 - Introduction

0:11 - Episode beginning

1:24 - Juggling expenses, debt and premium

6:28 - Trusts

15:58 - You should own your own policy

18:22 - Purchasing a car

31:47 - Investment opportunities

42:40 - Thinking like a banker

45:25 - “What % of your cash value do you keep available?”

53:27 - Episode wrap-up

ABOUT YOUR HOSTS:

David Befort and Paul Fugere are the hosts of the Wealth Warehouse Podcast. David is the Founder/CEO of Max Performance Financial. He founded the company with the mission of educating people on the truths about money.

David's mission is to show you how you can control your own money, earn guarantees, grow it tax-free, and maintain penalty-free access to it to leverage for opportunities that will provide passive income for the rest of your life.

Paul, on the other hand, is an Active Duty U.S. Army officer who graduated from Norwich University in 2002 with a B.A. in History and again in 2012 with a MA in Diplomacy and International Terrorism. Paul met his wife Tammy at Norwich.

As a family, they enjoy boating, traveling, sports, hunting, automobiles, and are self-proclaimed food people.

Visit our website:

https://www.thewealthwarehousepodcast.com/

Catch up with David and Paul, visit the links below!

Website:

https://infinitebanking.org/agents/Fugere494

https://infinitebanking.org/agents/Befort399

LinkedIn:

https://www.linkedin.com/in/david-a-befort-jr-09663972/

https://www.linkedin.com/in/paul-fugere-762021b0/

Email:

davidandpaul@theibcguys.com

Visit our website:

https://www.thewealthwarehousepodcast.com/

Becoming Your Own Banker by Nelson Nash:

https://infinitebanking.org/product/becoming-your-own-banker/ref/46/

In this week’s episode, Dave and Paul continue their conversation on “unlearning” conventional thought when around banking, building wealth and especially – IBC.

They cover misconceptions like “your choices need to be either/or”, the idea that “life insurance premiums are an expense” and the prevailing thought we all have since we’re young: the notion that you need banks to store your wealth, buy a house or fund an education.

They also discuss options for veterans and their SGLI, the growing apathy for the next generation and more!

Episode Highlights:

0:00 - Introduction

1:03 - Episode beginning

3:43 - “Life insurance is only for the death benefit”

10:26 - “The next generation doesn’t matter”

12:38 - Don’t assume you need banks

14:46 - Inflation, interest rates

18:40 - Unlearning the short-term mindset for money

23:42 - Unlearn that your choices are “either/or”

28:48 - Unlearn: Life insurance premiums are an expense

33:09 - Episode wrap-up

ABOUT YOUR HOSTS:

David Befort and Paul Fugere are the hosts of the Wealth Warehouse Podcast. David is the Founder/CEO of Max Performance Financial. He founded the company with the mission of educating people on the truths about money.

David's mission is to show you how you can control your own money, earn guarantees, grow it tax-free, and maintain penalty-free access to it to leverage for opportunities that will provide passive income for the rest of your life.

Paul, on the other hand, is an Active Duty U.S. Army officer who graduated from Norwich University in 2002 with a B.A. in History and again in 2012 with a MA in Diplomacy and International Terrorism. Paul met his wife Tammy at Norwich.

As a family, they enjoy boating, traveling, sports, hunting, automobiles, and are self-proclaimed food people.

Visit our website:

https://www.thewealthwarehousepodcast.com/

Catch up with David and Paul, visit the links below!

Website:

https://infinitebanking.org/agents/Fugere494

https://infinitebanking.org/agents/Befort399

LinkedIn:

https://www.linkedin.com/in/david-a-befort-jr-09663972/

https://www.linkedin.com/in/paul-fugere-762021b0/

Email:

davidandpaul@theibcguys.com

Visit our website:

https://www.thewealthwarehousepodcast.com/

Becoming Your Own Banker by Nelson Nash:

https://infinitebanking.org/product/becoming-your-own-banker/ref/46/

For a lot of people, exploring IBC involves “unlearning” conventional thought when it comes to wealth building.

Whether it be about investment return risk, debt, or banking itself – there are years of “common sense” and “conventional wisdom” to unpack.

From when you were a kid and going to school, to your family, friends and colleagues – they will all tell you that there is basically one way to do things when it comes to retirement and building your nest egg.

The truth is their wrong, and your real education begins with this episode!

Episode Highlights:

0:00 - Introduction

1:07 - Episode beginning

5:11 - Unlearning

10:59 - Banks being “the only place”

16:42 - Stop relying on banks,

20:53 - Borrowing against life insurance

24:50 - IBC and debt

26:23 - Rate of return, paying premium

33:05 - Episode wrap-up

ABOUT YOUR HOSTS:

David Befort and Paul Fugere are the hosts of the Wealth Warehouse Podcast. David is the Founder/CEO of Max Performance Financial. He founded the company with the mission of educating people on the truths about money.

David's mission is to show you how you can control your own money, earn guarantees, grow it tax-free, and maintain penalty-free access to it to leverage for opportunities that will provide passive income for the rest of your life.

Paul, on the other hand, is an Active Duty U.S. Army officer who graduated from Norwich University in 2002 with a B.A. in History and again in 2012 with a MA in Diplomacy and International Terrorism. Paul met his wife Tammy at Norwich.

As a family, they enjoy boating, traveling, sports, hunting, automobiles, and are self-proclaimed food people.

Visit our website:

https://www.thewealthwarehousepodcast.com/

Catch up with David and Paul, visit the links below!

Website:

https://infinitebanking.org/agents/Fugere494

https://infinitebanking.org/agents/Befort399

LinkedIn:

https://www.linkedin.com/in/david-a-befort-jr-09663972/

https://www.linkedin.com/in/paul-fugere-762021b0/

Email:

davidandpaul@theibcguys.com