Breakaway Wealth

by CreateTailwind
Building wealth isn’t just about hustle and grind. Every day, huge deals are being made, businesses and properties are changing hands, and a small group of people are making quantum leaps forward – building wealth faster than most dream possible. To the rest of the world, it looks like they have the Midas Touch. What makes them different? They chose to break AWAY. To build a mindset of abundance. To spot opportunities others overlook. On this podcast, we’ll unlock the secrets to breaking out of the herd, thinking BIG and building wealth on our own terms.

Breakaway Wealth

by CreateTailwind
Building wealth isn’t just about hustle and grind. Every day, huge deals are being made, businesses and properties are changing hands, and a small group of people are making quantum leaps forward – building wealth faster than most dream possible. To the rest of the world, it looks like they have the Midas Touch. What makes them different? They chose to break AWAY. To build a mindset of abundance. To spot opportunities others overlook. On this podcast, we’ll unlock the secrets to breaking out of the herd, thinking BIG and building wealth on our own terms.

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 want to stay married to your wife?”. Key

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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 is a skillset. Have a

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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 pandemic Infinite banking policies and their ability to weather the storm How creativity will provide a way forward Key Takeaways: Now’s the time to evolve and use the technology available because businesses as we know it will be forever

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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 and 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 person’s psychological framework can impact their initial levels of financial literacy and their

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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 taught, because they focus

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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

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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

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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

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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

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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  

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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

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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:

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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 that can

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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 quo. How do you identify the misinformation? Are there ways

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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 episode, I talk with Daniel Ameduri, author at Future

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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 our financial goals for the year?

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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 and buying it with cash a better option? On this episode,

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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? Does a perfect investment exist? On this episode, Matthew Anderson shares on working towards financial freedom

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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 money, and why is it so powerful? On this

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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:  

Listen Now »

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

Listen Now »

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: 

Listen Now »

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

Listen Now »

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

Listen Now »