The Power of Habits: Daily Practices of Financially Successful People
Success in personal finance is not an accident; it's the result of disciplined habits practiced consistently over time. While everyone’s financial journey is unique, there are common daily practices that financially succ...
Ep. 319: Crafting Vision and Purpose: Steps to Build a Meaningful Life and Business with Jim and Nick
In This Episode: In this conversation, Jim and Nick explore the interconnectedness of vision, purpose, and self-discovery. They discuss the importance of setting fluid goals, taking actionable steps, and the role of te...
A Closer Look At Businesses Part II
By L. Carlos Lara [Reprinted from the December 2018 edition of the Lara-Murphy-Report, LMR] A Business Credit survey1 conducted and published in March 2016 by the Federal Reserve Banks of New York, Atlanta, Boston...
Ep. 318: Repost: Wealth, Wisdom, and White Glove Service: Investing Insights with Ben Reinberg
In This Episode: This episode is a repost from episode 279, and we're bringing it back as a follow-up to last week’s powerful conversation with Ben Reinberg. In this conversation, Jim Oliver is joined by commercial rea...
The 7 Best Lessons from CreateTailwind on the Infinite Banking Concept
Introduction Imagine living in a world where you’re the banker, fully in control of your financial system. Using properly structured whole life insurance policies from mutual insurance companies, the Infinite Banking Con...
Ep. 317: Navigating Turbulence: Mastering Commercial Real Estate in Challenging Markets
In This Episode: Jim Oliver and Ben Reinberg dive into the dynamic world of commercial real estate investing, shedding light on how to navigate challenging markets with resilience and strategic insight. They discuss th...
FAQ | Whole Life Insurance and IBC: 101
What is Whole Life Insurance? Whole life insurance is a type of permanent life insurance that provides coverage for the policyholder's entire life, as long as premiums are paid. Unlike term life insurance, which offers c...
Ep. 316: The Strangest Secret by Earl Nightingale
In This Episode: In this episode of Breakaway Wealth, Jim Oliver and Nick Kosko present the timeless principles of wealth building and personal development through Earl Nightingale's classic recording, 'The Strangest S...
The Impact of Average vs. Actual Returns on Your Wealth
Average Returns Average returns are generally calculated by taking the sum of annual returns over a period and dividing by the number of years. While useful for a broad overview, they don’t fully account for the year-to-...
Ep. 315: Choosing the Right Kind of Hard with Jim and Nick
In This Episode: In this episode of Breakaway Wealth, host Jim Oliver and co-host Nick Kosko explore the theme "Choose Your Hard." They dive into the challenges we face in life, the importance of perseverance, and how ...
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...
