Ep. 358: Break the Rules to Build Your Wealth with Chris Prefontaine
In This Episode: In this episode, Jim welcomes the extraordinary Chris Prefontaine, founder of Smart Real Estate Coach, for a deep dive into the mindset, structure, and discipline required to build financial freedom th...
Conventional “Retirement Planning” is Code for Gambling
Conventional “Retirement Planning” is Code for Gambling The core of ordinary financial planning is rotten and no one wants to talk about it. By Nelson Nash Institute | BankNotes Occasionally, clients of other financial p...
Ep. 357: What Really Drives Returns in Private Real Estate with Jacob Vanderslice
In This Episode: In a market flooded with pitch decks and pro forma promises, what actually drives durable returns in private real estate? In this episode, Jim sits down with Jacob Vanderslice of VanWest Partners to di...
Is Infinite Banking Right for High-Income Earners?
Is Infinite Banking Right for High-Income Earners? By CreateTailwind If you're a high-income earner—pulling in $250,000, $500,000, or $1M+ per year—your problem isn't making money. It's keeping it. It's protecting your c...
Ep. 356: Inside the Minds of Multi-Millionaires: Wealth, Legacy, and Risk in 2025 with Tad Fallows
In This Episode: In this episode of Breakaway Wealth, Jim speaks with Tad Fallows, entrepreneur and founder of Long Angle, a private community for individuals with $2.2M+ in investable assets. They discuss how wealth c...
The Hidden Costs of Playing Defense with Your Money
The Hidden Costs of Playing Defense with Your Money by CreateTailwind Most people don’t think they’re playing defense with their money. They think they’re being smart. Cautious. Responsible.After all, they’ve been taught...
Ep. 355: Scarcity to Control: The Mindset Shift Behind Financial Freedom with Jim Oliver
In This Episode: In this episode, Jim walks through the shift that changed everything: from chasing returns to building freedom through ownership and control. He shares the early lessons—from a casket factory in Gary, ...
Beyond the Spreadsheet: The Emotional Security of Banking on Yourself
Beyond the Spreadsheet: The Emotional Security of Banking on Yourself by CreateTailwind Most people don’t want more money for the sake of having more money. They want what they believe money will give them: control, conf...
Ep. 354: Why Strategic Metals Are the New Oil with Louis O’Connor
In This Episode: In this episode, Jim talks with Louis O’Connor, founder of Strategic Metals Invest, about a little-known asset class that’s playing an outsized role in energy, defense, and global manufacturing: rare e...
What I Wish I Knew Before I Bought Term Insurance
What I Wish I Knew Before I Bought Term Insurance by Jim Oliver, CreateTailwind I’m going to be honest with you. I bought term insurance once. And I thought I was making a smart, low-cost, "responsible adult" decision. B...
Ep. 353: Why High-Income Earners Still Fail at Wealth with Loral Langemeier
In This Episode: Jim and Loral Langemeier explore the myths surrounding money, the importance of financial education, and the connection between health and wealth. Loral shares her insights on living a corporate life, ...
The Mindset Shift That Changes Everything
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 mar...
Ep. 352: From 401(k)s to Cash Flow: Breaking Free with Infinite Banking and Real Estate with Glenn Yaney
In This Episode: In this conversation, Jim and Glenn Yaney discuss the journey to financial independence through real estate and the Infinite Banking Concept. Glenn shares how he moved beyond conventional financial adv...
Planning for Major Life Events—and How to Build a System That Works When Life Doesn’t Go as Planned
Planning for Major Life Events—and How to Build a System That Works When Life Doesn’t Go as Planned by Jim Oliver Most people don’t plan their financial life—they react to it. A baby shows up, and they’re scrambling for ...
Ep. 351: Best Of: Weighing The Opportunity Cost of Your Financial Decisions with Jim and Nick
In This Episode: In this episode, Jim Oliver and cohost Nick Kosko explore how the principle of Economic Value Added (EVA), widely used by corporations, can be applied to personal finance. They challenge conventional f...