Ethical Investing: Aligning Your Values with Your Portfolio
In today's financial landscape, investors are increasingly looking beyond mere profits to consider the broader impact of their investment decisions. Ethical investing, also known as socially responsible investing (SRI) o...
Ep. 304: Building Winning Businesses: Chris Van Dusen on Athletic Grit and Entrepreneurial Success
In This Episode: In this conversation, Jim interviews Chris Van Dusen, senior partner at Solyco Capital, about his journey as an athlete and entrepreneur. They discuss the importance of having a mindset of resilience a...
Comparing IBC with Other Financial Strategies: Breaking Free from Wall Street’s Playbook
If you're still playing by Wall Street's rules, you're leaving money on the table. It's time to stop thinking small and start looking at your finances through a different lens. As we always say at CreateTailwind, "Don't ...
Ep. 303: Back to the Basics: Constructing an Ideal Policy for Infinite Banking with Jim and Nick
In This Episode: In this episode, Jim and Nick take us back to the basics, which is how the best become the best. They discuss the efficiency of cash value in life insurance and its relevance to Infinite Banking. They ...
What Problem Does Infinite Banking Solve?
By Ryan Griggs Learn how the IBC addresses the single greatest financial problem facing Americans Rate vs. Volume To understand the problem, we have to resolve an astonishingly pervasive myth in the financial world. It’s...
Ep. 302: From Fashionistas to $300M Real Estate Titans – The Kitti Sisters
In This Episode: Palmy and Nancy Kitti, apartment syndicators and educators, share their journey from the fashion industry to building a $300 million apartment portfolio. With their brand of whip-smart focus, they boil...
Setting SMART Financial Goals: A Comprehensive Guide
Financial success doesn’t happen by accident—it’s built on clarity, discipline, and action. Setting clear financial goals is the cornerstone of any wealth-building strategy, but not just any goals will do. They need to b...
Ep. 301: From Real Estate to Crypto: Corey Geary’s Journey to Asset Mastery
In This Episode: In this conversation, Jim interviews Corey Geary about his journey as an entrepreneur and his expertise in the cryptocurrency space. Corey shares how he got into real estate and how it saved his life, ...
Unraveling the Potential of Financial Management: A Deep Dive
Finance is often shrouded in complexities and misconceptions, especially when it concerns the potential of our income and savings. In this article, we shed light on this crucial aspect, inviting you to re-examine your ap...
Ep. 300: The Benefits and Challenges of Being a Business Owner | Jeremiah Broz
In This Episode: In this conversation, Jim interviews Jeremiah Broz, a serial entrepreneur, about his journey and experiences in business. They discuss topics such as persistence, hard work, and the importance of being...
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...
