Breakaway Wealth
by CreateTailwind
Breakaway Wealth
by CreateTailwind
Real Clients Real Stories: Nick Devlin – 5th Generation Referral
Real Clients Real Stories: Nick Devlin – 5th Generation Referral In this episode, Nick Kosko and Nick Devlin discuss: How Nick Devlin left the comfort and security of his corporate job to pursue his dream.The real-life benefits that Infinite Banking provides during a downturn or transitional period in life.The hard question that really made Nick Devlin reevaluate everything: “Do you
Navigating Uncertain Times: Your Mindset and Your Money
Navigating Uncertain Times: Your Mindset and Your Money In this episode, Jim Oliver and Nick Kosko discuss: How IBC clients are finding peace of mind amidst the pandemic.The security provided by using IBC vs the uncertainty of having your money in Wall Street.The power of an Abundance Mindset. Key Takeaways: Cultivate a mindset of abundance and positivity, think long term.Confidence
Grab the Opportunity and then Wash your Hands!
Grab the Opportunity and then Wash your Hands! In this episode, Jim Oliver and Nick Kosko discuss: COVID 19 and the opportunities available on the other side of this pandemicInfinite banking policies and their ability to weather the stormHow creativity will provide a way forward Key Takeaways: Now’s the time to evolve and use the technology available because businesses as
Dr. Tom Smythe: Confidence in Financial Literacy and Planning
Dr. Tom Smythe: Confidence in Financial Literacy and Planning In this episode, Jim Oliver and Dr. Tom Smythe discuss: Dr. Smythe’s research on mutual funds andJosh Sweeney: Building an Epic Business with an Epic Culture individual financial literacy and planning.The psychology behind the performance of mutual funds.Financial education and the confidence of college students.Building your financial literacy and confidence. Key Takeaways:A
10 Minute Lesson in Life Insurance
10 Minute Lesson in Life Insurance In this episode, Jim Oliver and Nick Kosko discuss: Who sets the minimum and maximum premiums of life insurance. The transfer of risk in life insurance.Qualified plans postpone the tax calculation, and what history tells us about possible future taxation. Term policies versus permanent. Key Takeaways: There are flaws in the way life insurance is
Bob Burnett: Crypto Currency
In this episode, Jim Oliver and Bob Burnett discuss: Why crypto currency exists Using crypto currency A push system Where we now in the development of crypto currency Key Takeaways: Crypto currency allowed people all over the world to exchange money with ease The owners are private, but the totals are public A transparent system with the purchaser initiating the
The Arrival Syndrome
In this episode, Jim Oliver discusses: The Automotive industry learning infinite banking Use it or lose it regarding infinite banking Economic value The marshmallow experiment Key Takeaways: If you know what is happening, you will know what to do Your money is just as valuable as the bank’s money Making infinite banking a way of life is the only way
Jim Oliver: Equipment Financing
In this episode, Jim Oliver and Nick Kosko discuss: Premiums and multiple ways it can be paid Terry Nash’s logging business example Being your own banker “Retirement” distribution Key Takeaways: The premium is the solution, not the problem By financing equipment you’re able to recapture interest you would have paid to the bank If the bank is in charge, then
The Problem
In this episode, Jim Oliver and Nick Kosko discuss: How to be your own banker How much one should spend on a certain category with their finances Being fluent in the concept prior to understanding the minute details Understanding the nuances of rates and interest Key Takeaways: The all American family has the ability to be their own banker After
The Tactics of Insurance Companies: Might as Well Die
In this episode, Jim Oliver and Nick Kosko discuss: Average retirement age and mortality rates Modified Endowment Contracts Insurance’s process of establishing minimum and maximum premium rates Term insurance Key Takeaways: Insurance companies will increase to adhere to the likelihood of one’s own survival Between minimum and maximum, there are infinite amount of premiums that the insurance companies can charge
Acquiring Businesses with Domenic Rinaldi
In this episode, Jim Oliver and Domenic Rinaldi discuss: Market acquisition strategies and owner engagement of potential sellers. The new client interview process and how to identify a buyer’s goals and interests. The flexible terms of SBA loans and the average rate of returns for small business transactions. Key Takeaways: SBA loans offer more flexible terms over conventional loans, including
Wealth Can’t Wait with David Osborn
In this episode, Jim Oliver and David Osborn discuss: The concept of two sides of the river and the risks of never crossing to the other side. The importance of working through others and hiring team members who want to make a difference and put in the effort. Negative thinking and the importance of goal setting and visualization. Key Takeaways:
Infinite Banking 101
Infinite Banking 101 Breakaway Wealth: Episode 20 – In the IBC system, there are different levels at which you can make use of your own bank to help you build wealth. What is one basic plan you can implement? How do you implement the more advanced fundamentals of the system? On this episode, Nick Kosko and I discuss IBC strategies
How to Identify Misinformation & Avoid Conforming to the Herd
How to Identify Misinformation & Avoid Conforming to the Herd Breakaway Wealth: Episode 18 – If your goal is to achieve financial freedom, you’re probably already aware that you need separate yourself from the conventional path. The difficulty lies in the fact that so much of the information we receive is intended to keep us in line with the status
Un-Learning What the Finance Industry Taught Us w/Daniel Ameduri
Un-Learning What the Finance Industry Taught Us w/Daniel Ameduri Breakaway Wealth: Episode 17 – Most of what we know about making money has been taught to us by successful people. Have those people ever found themselves in difficult situations? How did they get out of their financial predicaments? Can we use their mistakes as part of our learning process? On this
Mapping the Way to Financial Freedom
Mapping the Way to Financial Freedom Breakaway Wealth: Episode 14 – As we get into action for our 2019 goals, it’s important to have a clear vision of the path we’re taking. What are some of the key concepts for attaining financial freedom? Why is it so important for us to be surrounded by the right people? How do we determine
Why Vehicle Financing Is a Trap & How to Escape It
Why Vehicle Financing Is a Trap & How to Escape It Breakaway Wealth: Episode 10 – Every year around the holidays, car dealerships and vehicle manufacturers become very “giving” with 0% interest deals, but what is their real reason for doing this? If they are giving us zero interest, how are they making any money? Is saving up for a car
The Power of Adopting Discomfort and Making Motivation a Habit w/Todd Fleming
The Power of Adopting Discomfort and Making Motivation a Habit w/Todd Fleming Breakaway Wealth: Episode 8 – The biggest moments of growth in our lives come from pain. Why is pain so much more powerful than pleasure when it comes to creating change and real progress? Why is motivation a habit? What actions can we take to turn the direction of
IBC vs. The Stock Market: How to Create Financial Freedom With Peace of Mind w/Matthew Anderson
IBC vs. The Stock Market: How to Create Financial Freedom With Peace of Mind w/Matthew Anderson Breakaway Wealth: Episode 6 – Many people opt for stocks as their vehicle to financial freedom, but this comes with risks. What are some of the ways the Infinite Banking Concept beats any stock? What is the difference between stock insurance companies and mutual insurance companies?
How Advertising Gets Money to Flow Away From Us
How Advertising Gets Money to Flow Away From Us Breakaway Wealth: Episode 4 – There’s an unseen game that’s letting money flow away from us. What institutions are making it impossible for us to see our money, and how do they do it? How are our wealth-building efforts being affected by some of the fees we’re paying? What is velocity of
Real Clients Real Stories: Nick Devlin – 5th Generation Referral
Real Clients Real Stories: Nick Devlin – 5th Generation Referral In this episode, Nick Kosko and Nick Devlin discuss: How Nick Devlin left the comfort and security of his corporate
Navigating Uncertain Times: Your Mindset and Your Money
Navigating Uncertain Times: Your Mindset and Your Money In this episode, Jim Oliver and Nick Kosko discuss: How IBC clients are finding peace of mind amidst the pandemic.The security provided
Grab the Opportunity and then Wash your Hands!
Grab the Opportunity and then Wash your Hands! In this episode, Jim Oliver and Nick Kosko discuss: COVID 19 and the opportunities available on the other side of this pandemicInfinite
Dr. Tom Smythe: Confidence in Financial Literacy and Planning
Dr. Tom Smythe: Confidence in Financial Literacy and Planning In this episode, Jim Oliver and Dr. Tom Smythe discuss: Dr. Smythe’s research on mutual funds andJosh Sweeney: Building an Epic
10 Minute Lesson in Life Insurance
10 Minute Lesson in Life Insurance In this episode, Jim Oliver and Nick Kosko discuss: Who sets the minimum and maximum premiums of life insurance. The transfer of risk in
Bob Burnett: Crypto Currency
In this episode, Jim Oliver and Bob Burnett discuss: Why crypto currency exists Using crypto currency A push system Where we now in the development of crypto currency Key Takeaways:
The Arrival Syndrome
In this episode, Jim Oliver discusses: The Automotive industry learning infinite banking Use it or lose it regarding infinite banking Economic value The marshmallow experiment Key Takeaways: If you know
Jim Oliver: Equipment Financing
In this episode, Jim Oliver and Nick Kosko discuss: Premiums and multiple ways it can be paid Terry Nash’s logging business example Being your own banker “Retirement” distribution Key Takeaways:
The Problem
In this episode, Jim Oliver and Nick Kosko discuss: How to be your own banker How much one should spend on a certain category with their finances Being fluent in
The Tactics of Insurance Companies: Might as Well Die
In this episode, Jim Oliver and Nick Kosko discuss: Average retirement age and mortality rates Modified Endowment Contracts Insurance’s process of establishing minimum and maximum premium rates Term insurance Key
Acquiring Businesses with Domenic Rinaldi
In this episode, Jim Oliver and Domenic Rinaldi discuss: Market acquisition strategies and owner engagement of potential sellers. The new client interview process and how to identify a buyer’s goals
Wealth Can’t Wait with David Osborn
In this episode, Jim Oliver and David Osborn discuss: The concept of two sides of the river and the risks of never crossing to the other side. The importance of
Infinite Banking 101
Infinite Banking 101 Breakaway Wealth: Episode 20 – In the IBC system, there are different levels at which you can make use of your own bank to help you build
How to Identify Misinformation & Avoid Conforming to the Herd
How to Identify Misinformation & Avoid Conforming to the Herd Breakaway Wealth: Episode 18 – If your goal is to achieve financial freedom, you’re probably already aware that you need
Un-Learning What the Finance Industry Taught Us w/Daniel Ameduri
Un-Learning What the Finance Industry Taught Us w/Daniel Ameduri Breakaway Wealth: Episode 17 – Most of what we know about making money has been taught to us by successful people. Have
Mapping the Way to Financial Freedom
Mapping the Way to Financial Freedom Breakaway Wealth: Episode 14 – As we get into action for our 2019 goals, it’s important to have a clear vision of the path we’re
Why Vehicle Financing Is a Trap & How to Escape It
Why Vehicle Financing Is a Trap & How to Escape It Breakaway Wealth: Episode 10 – Every year around the holidays, car dealerships and vehicle manufacturers become very “giving” with 0%
The Power of Adopting Discomfort and Making Motivation a Habit w/Todd Fleming
The Power of Adopting Discomfort and Making Motivation a Habit w/Todd Fleming Breakaway Wealth: Episode 8 – The biggest moments of growth in our lives come from pain. Why is pain
IBC vs. The Stock Market: How to Create Financial Freedom With Peace of Mind w/Matthew Anderson
IBC vs. The Stock Market: How to Create Financial Freedom With Peace of Mind w/Matthew Anderson Breakaway Wealth: Episode 6 – Many people opt for stocks as their vehicle to financial freedom,
How Advertising Gets Money to Flow Away From Us
How Advertising Gets Money to Flow Away From Us Breakaway Wealth: Episode 4 – There’s an unseen game that’s letting money flow away from us. What institutions are making it impossible