Join Jim Oliver and Nick Kosko as they continue their break down of R. Nelson Nash’s book “The Case for IBC”. In this episode we address frequently asked questions clients have when first approached with Infinite Banking Concept and clear up some common misconceptions about life insurance in the process. FAQ’s: What does life insurance have to with banking? What if I’m uninsurable? Can I still use IBC? Why use whole instead of term life insurance? Why use life insurance for IBC rather than borro...
Mar 09, 2021•39 min
Join Jim Oliver and Nick Kosko as they dive into the fourth chapter in our series exploring R. Nelson Nash's book, "The Case for IBC". In this episode we discuss: How banks use your money to make THEM money. How to take control of your banking system and create a cash flow The 5 simple rules of becoming your own banker “If money doesn’t flow, it dies.” -- Jim Oliver Purchase your copy of “The Case for IBC” HERE Connect with Jim Oliver: Facebook: CreateTailwind & Jim Oliver Website: CreateTai...
Mar 02, 2021•38 min
Join Jim Oliver and Nick Kosko as we continue to explore R. Nelson Nash's "The Case for IBC". In this episode, we look at Chapter 3, "Banking and Life Insurance". Jim gives us a brief history of life insurance, the legal changes that have impacted it in the last 40 years, as well as the ways an Infinite Banking system can work for you. Key Takeaways: When it comes to term life insurance, the only benefit is death benefit. Money in your policy can be used and begin creating cash flow instantly Cr...
Feb 23, 2021•31 min
Join Jim Oliver and Nick Kosko as they continue to delve into R. Nelson Nash's book "The Case for IBC" and discuss what makes a perfect investment. Purchase “A Case for IBC: How To Secede From Our Current Monetary Regime One Household At A Time” HERE Follow this series on YouTube to learn more IBC and to hear from our clients! Connect with Jim Oliver: Facebook: CreateTailwind & Jim Oliver Website: CreateTailwind.com YouTube: CreateTailwind LinkedIn: Jim Oliver...
Feb 16, 2021•23 min
Listen as Jim Oliver and Nick Kosko take a dive into R. Nelson Nash’s famous book, “A Case for IBC: How To Secede From Our Current Monetary Regime One Household At A Time In this episode we will explore how the average business owner, who may not be designed for the traditional structure of commercial banking, can profit from an Infinite Banking system. Purchase “A Case for IBC: How To Secede From Our Current Monetary Regime One Household At A Time” HERE Follow along on YouTube and watch Jim bre...
Feb 09, 2021•22 min
In this episode Jim Oliver and Nick Kosko address: Three Frequently Asked Questions 1. What is the Consolidated Appropriations Act (CAA) and how does it affect whole life insurance policies? 2. Why do we advise variable loan rates rather than fixed? 3. Is it a cost or opportunity to start an IBC policy? Key Takeaways: Insurance companies are still taking in new information when it comes to the CAA and companies are deciding what changes, if any, will take place. Variable rate loans are non-direc...
Jan 26, 2021•30 min
In this episode Jim Oliver and Bobby Keller discuss: Unlearning traditional banking concepts How Bobby overcame his hesitations and took the first step towards financial freedom How IBC can enhance your investments Books Mentioned in This Episode: Gates on Fire by Steven Pressfield Go Giver by Bob Burg Connect with Jim Oliver: Connect with Jim Oliver: Facebook: CreateTailwind & Jim Oliver Website: CreateTailwind.com YouTube: CreateTailwind LinkedIn: Jim Oliver...
Jan 19, 2021•20 min
In this episode, Jim Oliver and Justin Craft discuss: The Infinite Banking Concept’s author Nelson Nash. Financially holistic thinking, as taught by Nelson Nash. Core principles that belong with Infinite Banking. Key Takeaways: It’s all about how you think. Thinking in different directions can be beneficial. It starts with bringing your money to the you and me level. “It’s all about how you think.” – Nelson Nash Becoming Your Own Banker by R. Nelson Nash Connect with Jim Oliver: Facebook: Create...
Jan 13, 2021•26 min
In this episode Jim Oliver and Nick Kosko discuss: An introduction to life insurance as a whole and the alternatives to traditional policies The draw backs of term life insurance Using the infinite banking concept as a way to personalize your policy and have it best benefit you Keynotes: Traditional life insurance policies set a maximum on your annual contributions to keep you investing in qualified plans Term benefits are a no-win policy...
Jan 12, 2021•25 min•Ep. 90
"If you shoot at nothing, you'll hit it with remarkable accuracy"- Nick Kosko In this episode Jim Oliver, Nick Kosko, and Harper Jones discuss: The importance of setting goals in this new year and tips to successfully achieving them.
Jan 10, 2021•27 min•Ep. 89
In this episode, Jim Oliver and Bob Burnett discuss: The origins of cryptocurrency, it’s current state, and where it’s going. The differences between our current financial institutions and cryptocurrency. Why you should keep an eye on cryptocurrency now and in the future. Key Takeaways: More and more institutions are adopting cryptocurrency and it is becoming a more globally accepted form of transaction. Cryptocurrency is free from government influence, removing the middleman in current financia...
Dec 22, 2020•36 min
In this episode, Jim Oliver and Bob Burnett discuss: The changes that have shifted the way we now conduct business. Inflation - what it is and the impact that it has on our finances. How our money gets manipulated and the fact that often times, we’re not even aware of it. Key Takeaways: You have to always make your future bigger than your past and take back control of your money. Inflation is pulling massive amounts of wealth out of people's pockets. The money that you have in banks is feeding a...
Dec 16, 2020•43 min
In this episode, Jim Oliver, D. Chad and Gavin Clark discuss: Off-market real estate investment and building generational wealth. Establishing an entrepreneurial attitude, regardless of age. The importance of serving others by sharing your financial security. Key Takeaways: Just as in banking, using only traditional approaches to real estate investing will cause you to miss the best opportunities. You’re not too young, or too old, to shift your thinking about wealth building, start establishing ...
Dec 08, 2020•29 min
In this episode, Jim Oliver and Todd Malone discuss: The evolution of investment strategies and the real world crises that have undermined those strategies over the years. Breaking away from the mindset of traditional investment and taking control of your wealth building. Using IBC to create wealth and give back to the community. Key Takeaways: Educate yourself on the strategies involved in IBC to determine if it’s right for you. IBC is a long-term, wealth-building system that gives you financia...
Dec 02, 2020•38 min
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 Takeaways: Anytime that you're looking to shake things up to go for your big dream, you don't want to do it alone. Make sure you have a ...
Oct 27, 2020•32 min
In this episode, Jim Oliver and Juan Pablo discuss: Defining a plan for success and sticking to it. Real estate investment and using income producing assets to attain a standard of living. Establishing a mindset that empowers you to overcome self-doubt and fear and go after your vision of success. Key Takeaways: Be specific with your plan for success, it’s easy to lose your way if you don’t know where you are and where you’re going. Set goals and deadlines for yourself and make them visible to h...
Oct 20, 2020•41 min
In this episode, Jim Oliver and Harper Jones discuss: The hidden iceberg: the current state of banking and how banks profit using your money. How IBC flips the status quo and makes your money work for you. How you can couple IBC with real estate investing to create a pool of wealth that flows to you instead of away from you. Key Takeaways: Traditional lending and the banking system use your money to create profit for others. Infinite Banking circumvents the traditional banking system and gives y...
Oct 13, 2020•37 min
In this episode, Jim Oliver and Bunny Young discuss: How to stay sane during these insane times. The difference between money, value, and wealth. The importance of having the right people in the right seat. The definition of happiness. Key Takeaways: They only way to guarantee your paycheck is that YOU guarantee your paycheck. When looking at making an investing decision look at the people first and the P&L second. You can't achieve financial abundance without mental, emotional, and spiritua...
Oct 06, 2020•40 min
In this episode, Jim Oliver and Jack Miller discuss: Alternative financing options for real estate investors and small business owners. The benefits of working with a non-bank lender. The lessons learned from being in the mortgage and real estate industry for over 30 years. Key Takeaways: Know what your options are. Banks aren’t the only option for meeting your capital needs. The key to success is being able to reinvent yourself. Be resilient and embrace change. Take tough times and plow through...
Sep 29, 2020•28 min
In this episode, Jim Oliver and Kristin Tabbert discuss: How she reached success by breaking away from a job that was unfulfilling which was the first step toward freedom and really walking into her purpose. Understanding the difference between a coach and a mentor. The benefits of using a coach to reach your full potential. Key Takeaways: The benefits of using a coach to reach your full potential. You have to eliminate the safety net if you want to be committed to change. Understand that there’...
Sep 22, 2020•34 min
In this episode, Jim Oliver and Connor Boyack discuss: The Tuttle Twins – a series of books, about the free market, written and created by Connor in a unique and innovative way that allows children age 5 – 11 to understand political and economic ideas. The lack of age-appropriate educational resources and how the curriculum in our education system doesn’t teach these economic and social principals. The unintentional secondary audience of parents that have also benefited from sharing these storie...
Sep 15, 2020•29 min
In Part 2 of this episode, Jim Oliver and Robert Murphy discuss: The commonality between IBC, Crypto currency and Gold An overview of the Gold Standard Insight into what’s happening in our current economy The things people commonly get wrong with their understanding of IBC Key Takeaways: IBC presents an opportunity to secede from the traditional banking system Educate yourself and understand the concept before forming an opinion Book Reference: Becoming Your Own Banker by R. Nelson Nash Lessons ...
Sep 08, 2020•36 min
In Part 1 of this episode, Jim Oliver and Robert Murphy discuss: Understanding the different schools of economics. Quantitative Easing - What does that mean? Is Crypto currency the answer? Key Takeaways: If the system is stacked against you, you have to break away from it if you want to be free. Don’t be fooled by the illusion. If we’re in a bad economy, printing money is not the answer. “Don’t be fooled by the illusion. If we’re in a bad economy, printing money is not the answer." - Dr. Bob Mur...
Sep 01, 2020•31 min
In this episode, Jim Oliver and Nick Kosko discuss: How to solve the problem of financing everything that we buy. How IBC has advantages that other investment and savings vehicles don’t have. The #1 thief in the world. Do you know who it is? Key Takeaways: Your behavior is the most important part of the strategy. You have to take responsibility and realize that participation is required – not just funding. Never forget the importance of building a good foundation. Don’t be distracted by the fina...
Aug 18, 2020•27 min
In this episode, Jim Oliver and Mindi Rosser discuss: Mindi's passion for helping business owners, entrepreneurs, and thought leaders make meaningful connections using LinkedIn. How she made the decision that IBC was the right strategy for building a foundational baseline of stability for her, her family and her business. How we are filling the need to connect with others when we’re limited in our in-person interactions. Key Takeaways: Use this time wisely. We have the opportunity to pause, appr...
Aug 11, 2020•26 min
In this episode, Jim Oliver and Paul Moore discuss: The motivation behind Paul’s book, The Perfect Investment. The current state of the economy and the impact on the real estate market: What’s Hot and What’s Not! Recession resistant assets. Key Takeaways: If you’re curious about commercial real estate, making a fractional investment with a professional operator is a good place to start. The Infinite Banking Concept pairs well with commercial real estate investing. Make sure you understand the di...
Aug 04, 2020•35 min
In this episode, Jim Oliver and Nick Kosko discuss: How they’ve benefited from being fully committed to the IBC concept both personally and professionally. Nick’s humble beginnings as a beginner to the IBC concept and how he transitioned through the process. Fighting the noise and not being distracted by the common narrative of fear and scarcity. Key Takeaways: The IBC concept takes time and CreateTailwind is dedicated to helping you reach your Abundance Mindset. Start where you’re comfortable, ...
Jul 28, 2020•34 min
In this episode, Jim Oliver and Mike Gandolfo discuss: How to succeed during a time when most people are afraid. Aligned Life Pro - Mike’s recent podcast collaboration with New York Times best-selling author Michael Lennington, The 12-Week Year , and executive coach Kristin Tabbert. It’s designed to help people identify their goals and strengths to create more rewarding personal and professional lives. How there is power in your thoughts and the need to focus on key objectives. Key Takeaways: Re...
Jun 23, 2020•42 min
In this episode, Jim Oliver and Nick Kosco 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 focus on taking control. “Walk forward faithfully knowing that there’s a better life and whatever you want - just go get it.” - Nick Kosko Book R...
Jun 09, 2020•23 min
In this episode, Jim Oliver and Mike Michalowicz discuss: How losing everything Mike had was the impetus that made him begin researching what makes entrepreneurs successful. How to avoid the trap that business owners face of living crisis to crisis. Mike’s latest book, Fix This Next, and other resources that he provides for entrepreneurs. Key Takeaways: Profit First is the pay yourself first principle applied to business. Don't do the work - delegate the work. The biggest challenge a business ow...
May 19, 2020•17 min
