Navigating the Tax Advantages of Whole Life Insurance and Infinite Banking
Introduction Whole life insurance, utilized within the Infinite Banking Concept (IBC), not only serves as a robust tool for financial growth but also offers significant tax advantages. Understanding how to fully leverage...
Ep. 338: Eliminating Barriers to Real Estate Success with TurnServe’s Founder, Tyler Dunagin
In This Episode: In this conversation, Jim and Tyler Dunagin discuss the challenges and opportunities in property management and real estate investment. Tyler shares insights from his company, TurnServe, which provides...
Top Habits of Highly Successful Investors
If you're still playing by Wall Street's rulebook, you're missing the bigger picture. The investors who are truly building generational wealth aren't just buying index funds and crossing their fingers. They're becoming t...
Ep. 337: Escape the Business Trap: How to Exit the Right Way with Paul Davis
In This Episode: In this conversation, Jim talks with Paul Davis about the journey of business ownership, emphasizing the transition from being self-employed to becoming a true business owner. They explore the challeng...
Achieving Financial Independence Early: IBC for Millennials
Achieving Financial Independence Early: IBC for Millennials Financial independence isn't just a dream; for the millennial generation, it's becoming a necessary pursuit. Amidst rising costs and economic shifts, establishi...
Ep. 336: Why Giving Up Equity Might Be Your Biggest Mistake with Rob Walling
In This Episode: In this conversation, Jim Oliver and Rob Walling discuss the world of bootstrapped software entrepreneurship, focusing on the value of SaaS and subscription models. Rob shares his journey in building a...
How Do Policy Dividends Work and Why Should I Care?
Introduction Whole life insurance is often touted for its death benefit protection, but one of its less highlighted yet equally significant features is the potential for earning policy dividends. These dividends play a c...
Ep. 335: The Millionaire Mindset Shift with Robert White
In This Episode: Buckle up for a great conversation as Jim welcomes Robert White to share his experience transforming adversity into opportunity. With vivid storytelling, Robert recounts a childhood marked by hardship ...
Ownership Matters in Insurance — Choosing Mutual Over Stock
When considering whole life insurance for Infinite Banking, one of the fundamental decisions you face is choosing between a mutual or stock insurance company. But what exactly distinguishes these two types of companies, ...
Ep. 334: Success Isn’t Magic: Why Discipline Beats Luck Every Time with Jim and Nick
In This Episode: In this episode, Jim and Nick discuss the principles of success, emphasizing the importance of commitment, input versus output, and the pursuit of worthy ideals. They explore how success is not just ab...
Money Velocity
By L. Carlos Lara Becoming Your Own Banker, by author R. Nelson Nash is an extraordinary book. And yet, it’s not actually a book as much as it is a book-let. A mere one hundred and seven pages in its entirety, it ...
Ep. 333: Military Mentorship: Lessons for Life with James Slife
In This Episode: In this conversation, Jim and Jamey Slife explore the lessons learned from military experience, particularly in leadership, decision-making, and overcoming fear. Jamie shares insights from his 23 years...
Navigating Modified Endowment Contracts (MECs) with IBC
Introduction Understanding how your whole life insurance policy works as a financial tool is crucial, especially when applying strategies like the Infinite Banking Concept (IBC). One aspect that demands attention is the ...
Ep. 332: Authenticity in Sales: Building Genuine Relationships with Luke Lunkenheimer
In This Episode: In this conversation, Jim talks with Luke Lunkenheimer and discusses Luke's journey from addiction and crime to a successful entrepreneur and sales trainer. Luke shares his experiences with addiction, ...
The Mindset Shift That Changes Everything
by CreateTailwind Most people are taught to think about money in terms of limits. Save enough. Spend less. Cut out coffee. Max out your 401(k) and cross your fingers that the market doesn’t crash the year you plan...
