The Role of an Infinite Banking Advisor: What to Expect
When you're ready to take control of your financial future, partnering with an Infinite Banking Concept (IBC) advisor isn't just a smart move—it's a game-changer. But let's be clear: we're not talking about your run-of-t...
Ep. 314: Ditch the Cubicle, Embrace the Notes: Fred Moskowitz’s Wealth Revolution!
In This Episode: In this conversation, Jim Oliver interviews Fred Moskowitz, an expert in changing directions in life. Fred shares his journey from being a computer engineer to discovering the world of alternative inve...
Analyzing the Efficiency of 401(k) Plans: A Critical Examination
The 401(k) plan is often perceived as the cornerstone of retirement savings for many Americans engaged in the workforce. Its promise of a secure financial future and its role as a primary asset for those in the rat race ...
Ep. 313: Tax Rebellion: Crush the Status Quo with Mark Kohler
In This Episode: In this raucous, no-bs conversation, Jim and Mark Kohler get into taxes - strategies, planning and the role of CPAs. Sound boring? This is anything but. Mark shakes up the status quo and talks about ho...
Why I Cashed Out My 403B
By Robert P. Murphy I spend a lot of time motivating difficult financial topics by constructing “thought experiments.” In a thought experiment, you can only focus on one or maybe two moving parts, while holding ev...
Ep. 312: Win Monday, Win Life: Paul Epstein’s Blueprint for Consistent Victories
In This Episode: In this conversation, Jim interviews Paul Epstein, a keynote speaker, bestselling author, and podcaster. Paul shares his background in the sports industry and how he went from selling for underdog team...
IBC: THE GOOD, THE BAD AND THE UGLY
by L. Carlos Lara SIMPLICITY is elusive. Nothing in recent years has convinced me more of this fact than attempting to explain the Infinite Banking Concept (IBC) to others. When I consider the number of years it t...
Ep. 311: The Hidden Cost of Cash: Unlocking Financial Growth with Economic Value Added (EVA) with Jim and Nick
https://chrt.fm/track/44B681/traffic.libsyn.com/breakawaywealth/Breakaway_Wealth_311._Jim__Nick-final_version.mp3 The Hidden Cost of Cash: Unlocking Financial Growth with Economic Value Added (EVA) with Jim and Nick In ...
Flight from Reality
By L. Carlos Lara We are in a serious financial crisis. And, it is not only Americans who have been holding their breath throughout this ordeal. Many other countries of the world also fear total collapse because o...
Ep. 310: Charity Meets Profit: A New Way to Invest in Struggling Companies
In This Episode: Jared Yellin discusses his work in Israel, where he acquires distressed software companies and provides them with cash and operational support. In a wildly innovative spin, he’s set up a 501C3 charity ...
The Impact of Global Economics on Your Finances
In the whirlwind of current global economics, staying grounded in your financial strategy is the way to play the game. We're here to break down how recent market fluctuations affect you and why the Infinite Banking Conce...
Ep. 309: The Case Against Fiat Currency: What’s Next for Our Financial System with Jimmy Song
https://chrt.fm/track/44B681/traffic.libsyn.com/breakawaywealth/Breakaway_Wealth_309._Jimmy_Song-final_version.mp3 The Case Against Fiat Currency: What’s Next for Our Financial System with Jimmy Song In This Episode: In...
How to Maintain Your Lifestyle in Retirement
For financially savvy individuals approaching retirement, maintaining your desired lifestyle requires careful planning and strategic financial management. While traditional retirement advice often focuses solely on accum...
Ep. 308: Finding Gold in a Seller’s Market: Andrew Lucas’ Secrets to Cash-Flowing Deals
In This Episode: In this conversation, Jim interviews Andrew Lucas, the founder of Deal Finders Club, about his journey in real estate investing and finding cash flowing assets. Andrew shares how he transitioned from a...
Rethinking Financial Security: A Business Perspective
In finance, mindset is paramount. Viewing personal finances through the lens of a business owner’s mindset unveils strategic insights that can reshape how you approach personal wealth management. Businesses operate on a ...
