The Intersection of Technology and Personal Finance
The rapid integration of technology into personal finance is reshaping the landscape for seasoned investors and financially astute individuals. This transformation extends beyond mere convenience, offering profound impli...
Ep. 299: From Doctor to Investor: Zach Lemaster’s Turnkey Real Estate Success
In This Episode: In this episode, Zach Lemaster shares his journey from being an optometrist to becoming a full-time real estate investor and co-founder of Rent to Retirement. He emphasizes the importance of taking act...
A Closer Look At Businesses Part I
By L. Carlos Lara According To The Kauffman Index of Startup Activity1 the share of new entrepreneurs who started businesses to pursue opportunity rather than from necessity is now up more than 12 percentage point...
Ep. 298: Breakaway Success Series | Greg Chaplin’s Infinite Banking Breakthrough
In This Episode: This is the first drop in a new series: Breakaway Success Stories. These are episodes where Jim talks with CreateTailwind clients who have experienced extraordinary success by using infinite banking. I...
More Than Hope: Aligning with Your Financial Plan
In the realm of wealth generation and success, it's never a good idea to rely on guesswork and hope - yet, that’s what so many of us do. The norm is to put away money each month, stockpile it, and hope the interest rates...
Ep. 297: Reprogram Your Brain for Success | Evan Marks
In This Episode: In this conversation, Jim and Evan Marks discover their common backgrounds and experiences in investing. They explore the importance of coaching and how it can help individuals overcome negative emotio...
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 childcare and insurance. A parent needs care, and they’re panicked, trying to find liquidity in a po...
Ep. 296: From 9-to-5 Employees to Full-Time Real Estate Investors: The Power of Small Wins and Commitment | Jenn and Joe Delle Fave
https://chrt.fm/track/44B681/traffic.libsyn.com/breakawaywealth/Breakaway_Wealth_296._Jenn_and_Joe_Delle_Fave-final_version.mp3 From 9-to-5 Employees to Full-Time Real Estate Investors: The Power of Small Wins and Commi...
Why Whole Life Insurance? A Look into Its Benefits
Whole life insurance is often viewed through a narrow lens, perceived primarily as a tool for estate planning and providing financial security for dependents. However, its utility extends far beyond these traditional rol...
Ep. 295: How to Move Past Limiting Beliefs and Trauma | Brian Bogert
In This Episode: Jim Oliver interviews Brian Bogert, a coach and speaker known as the 'one-second psychologist' and 'heart surgeon without a blade.' Brian shares his personal story of overcoming adversity and finding h...
The Beginner’s Guide to Infinite Banking Concept (IBC) – Part I
Welcome to a revolutionary approach to managing your finances—the Infinite Banking Concept (IBC). At CreateTailwind, we've honed this strategy to not just enhance financial independence but to redefine it. Let's break do...
Ep. 294: Success Patterns in Estate Planning and Wealth Protection | Chris Johnsen
In This Episode: Jim interviews Chris Johnsen, a business lawyer and entrepreneur. They discuss topics such as trusts, estate planning, patterns of success, and the importance of mindset. Chris shares his journey from ...
Deciphering the Cashflow Quadrant: A Roadmap to Financial Freedom
The Cashflow Quadrant, popularized by financial guru Robert Kiyosaki, serves as a blueprint for understanding wealth generation and financial independence. Comprising four distinct categories—Employee, Self-Employed, Bus...
Ep. 293: Conscious Coaching for Personal Growth and Real Estate Success with Julie Holly
https://chrt.fm/track/44B681/traffic.libsyn.com/breakawaywealth/Breakaway_Wealth_294._Julie_Holly-final_version.mp3 Conscious Coaching for Personal Growth and Real Estate Success with Julie Holly In This Episode: In thi...
Cash Flow is King
by L. Carlos Lara Earlier this year we [2012] (Robert Murphy and I) asked a high-level executive of a life insurance company if his organization had any problems with the increase of policy loans on their balance sheet r...
