In this episode, we discuss the two most significant flaws in planning for retirement. We'll also reveal why we believe the conventional concept of retirement is actually detrimental to your goal of becoming financially successful. ~ Access our Masterclass FREE to podcast listeners here: https://livingwealth.com/secretbanking/ ~ Get resources and transcripts from this episode by visiting: https://livingwealth.com/e105 Topics Discussed: What is the "Retirement Trap" described by Nelson Nash Plann...
Nov 09, 2020•23 min•Season 1Ep. 105
We share the best thing you can do with your money. All of us want to be good stewards of our money and want our money to be working hard for us. But in the financial world, there is no one-size-fits-all strategy. ~ Access our FREE Infinite Banking Beginner course here: https://livingwealth.com/beatinflation ~ Get resources and transcripts from this episode by visiting: https://livingwealth.com/e104 All of us want to be good stewards of our money and want our money to be working hard for us. But...
Oct 26, 2020•25 min•Season 1Ep. 104
Founder Ray Poteet joins us to share his wisdom on building generational wealth using Infinite Banking. Sign up for the free course Holly and Nate made for you here: https://livingwealth.com/secretbanking ~ Get resources and transcripts from this episode by visiting: https://livingwealth.com/e### Topics Discussed: An overview of Ray's family banking structure Why the death benefit is a much less interesting aspect of whole life policies Keeping money within the family (instead of going to the ba...
Oct 12, 2020•26 min•Season 1Ep. 103
This episode explains the difference between direct recognition and non-direct recognition policy loans and how they impact your policy as you practice infinite banking. ~ Access our FREE Infinite Banking Beginner course here: https://livingwealth.com/beatinflation ~ Get resources and transcripts from this episode by visiting: https://livingwealth.com/e102 There are many misconceptions out there in the debate over direct versus non-direct recognition. We're here to share the truth to help you ma...
Sep 28, 2020•23 min•Season 1Ep. 102
Today, we discuss the most common questions we receive from people thinking of starting an infinite banking policy. These answers apply whether considering your first policy or adding a new policy to their system. ~ Access our FREE Infinite Banking Beginner course here: https://livingwealth.com/beatinflation ~ Get resources and transcripts from this episode by visiting: https://livingwealth.com/e101 We work with and give personal attention to many clients. That's not to brag; it's for context. T...
Sep 14, 2020•25 min•Season 1Ep. 101
We will discuss how easy it is to get your ears tickled by rates of return. We'll also share how to focus on the fundamentals behind an investment, and also why the rate of return mentality should not follow you into the world of infinite banking. ~ Access our Masterclass FREE to podcast listeners here: https://livingwealth.com/secretbanking/ ~ Get resources and transcripts from this episode by visiting: https://livingwealth.com/e100 We have spoken about today's topic before: rate of return. We'...
Aug 31, 2020•22 min•Season 1Ep. 100
We break down the three financial barriers that try to keep you from becoming wealthy. And we'll also discuss how you can put hundreds of thousands of dollars back in your pocket, simply by making a few changes to your financial plan. In other words, there's some simple changes and you can immediately start becoming more successful with your money. ~ Access our FREE Infinite Banking Beginner course here: https://livingwealth.com/beatinflation ~ Get resources and transcripts from this episode by ...
Aug 17, 2020•25 min•Season 1Ep. 99
In this episode, we will discuss the criteria you should use when deciding which company is best for practicing Infinite Banking. We'll also discuss why life insurance policy illustrations can be deceptive. And what will be the biggest determining factor in your success as an infinite banker. ~ Access our FREE Infinite Banking Beginner course here: https://livingwealth.com/beatinflation ~ Get resources and transcripts from this episode by visiting: https://livingwealth.com/e98 There are many que...
Aug 03, 2020•19 min•Season 1Ep. 98
An industry insider and big wig joins Holly and Nate. He shares insights into how Whole Life has performed financially during the COVID-19 pandemic. Get instant access to our FREE Secret Banking Masterclass here now: https://livingwealth.com/secretbanking/ ~ Get resources and transcripts from this episode by visiting: https://livingwealth.com/e97 We've received many questions from our clients since the pandemic began. They're asking how the insurance companies are doing during this crisis. To fu...
Jul 20, 2020•30 min•Season 1Ep. 97
In this episode, we share valuable tips with special guests on breaking free from wall street. ~ Access our Masterclass FREE to podcast listeners here: https://livingwealth.com/secretbanking/ ~ Get resources and transcripts from this episode by visiting: https://livingwealth.com/e96 Topics Discussed: Who are Russ and Joey How they came to know and love Infinite Banking Who Nelson Nash was and what he taught Why both Podcasts exist and who they serve What IBC really is in a nutshell How it has ev...
Jul 06, 2020•40 min•Season 1Ep. 96
In this episode, we discuss exactly how to build a proper infinite banking policy, and we answer the most common questions that we get about policy design. ~ Get resources and transcripts from this episode by visiting: https://livingwealth.com/e95 ~ Receive your free copy of The Tree of Wealth here: https://livingwealth.com/freedom If you're new to infinite banking or researching this concept, there's so much that you can soak up. Nelson used to say, "There's a lot of noise in the financial worl...
Jun 22, 2020•24 min•Season 1Ep. 95
In this episode, we will discuss why it's time to rethink how you use money, and how you can mimic the rich and how they use money and use it in your own personal financial situation. ~ Get resources and transcripts from this episode by visiting: https://livingwealth.com/e94 ~ Receive your free copy of The Tree of Wealth here: https://livingwealth.com/freedom Topics Discussed: The conventional wisdom shared by "gurus" and parents When paying interest can make you more money (sounds crazy, we kno...
Jun 08, 2020•23 min•Season 1Ep. 94
~ Get resources and transcripts from this episode by visiting: https://livingwealth.com/e93 ~ Receive your free copy of The Tree of Wealth here: https://livingwealth.com/freedom We often mentioned that it's very safe. In fact, this is a guaranteed way to grow and that's part of the benefit of owning it. But it is true in times of crisis, which we've seen this year with the Coronavirus and the economic issues that have resulted from it, we do get asked more and more from people the reason why. Jo...
May 25, 2020•24 min•Season 1Ep. 93
~ Get resources and transcripts from this episode by visiting: https://livingwealth.com/e92 ~ Receive your free copy of The Tree of Wealth here: https://livingwealth.com/freedom It's incredible how things have changed over the generations. People try to conduct studies on different generations, whether it's Gen X, baby boomers, Gen Z, or millennials, to determine their spending patterns. They also seek to understand how they've been affected by society. Weill, in this coronavirus era, we're star...
May 11, 2020•24 min•Season 1Ep. 92
Do you believe that retirement programs are excellent tax shelters? We will discuss the three most significant issues with how retirement programs are taxed and how you can save yourself from overpaying Uncle Sam. ~ Get resources and transcripts from this episode by visiting: https://livingwealth.com/e91 ~ Receive your free copy of The Tree of Wealth here: https://livingwealth.com/freedom Here we are in April--tax season for most. It's a dreaded time for all of us. At this time, we start getting...
Apr 27, 2020•26 min•Season 1Ep. 91
In this episode, we bring back the founder of Living Wealth, Ray Poteet, to share how the process of infinite banking has allowed him to recoup money that he lost from an investment that went south and how he is using that money today. ~ Access our FREE Infinite Banking Beginner course here: https://livingwealth.com/beatinflation ~ Get resources and transcripts from this episode by visiting: https://livingwealth.com/e90 Topics Discussed: Why Ray is back in the market for the first time in nearly...
Apr 13, 2020•30 min•Season 1Ep. 90
In this episode, we discuss why it's so important to focus your investing in the areas that you truly enjoy and believe in. ~ Get resources and transcripts from this episode by visiting: https://livingwealth.com/e89 ~ Receive your free copy of The Tree of Wealth here: https://livingwealth.com/freedom Most people just do what everyone else is doing or they get caught up looking at the rate of returns. However, as we've seen with the recent market sell-off, all the returns for the past few years d...
Mar 30, 2020•23 min•Season 1Ep. 89
Today we discuss the coronavirus impact on the economy and the stock market. We also share how you can shield yourself from economic collapses just like this and make a killing during market collapses. Don't get wiped out by black swan events. ~ Get resources and transcripts from this episode by visiting: https://livingwealth.com/e88 ~ Receive your free copy of The Tree of Wealth here: https://livingwealth.com/freedom Topics Discussed: Whether or not the market has bottomed out or if more is to ...
Mar 13, 2020•21 min•Season 1Ep. 88
In this episode, we are continuing our question-answering series. We'll discuss some of the most common questions we receive from our clients. And today, the focus is going to be on how and when to use your policy. ~ Get resources and transcripts from this episode by visiting: https://livingwealth.com/e87 ~ Register for events here: https://livingwealth.com/events Topics Discussed: When do I start a new policy? How soon can I take a loan out against the policy? What should I be doing with this p...
Feb 24, 2020•17 min•Season 1Ep. 87
In this episode, we discuss one of the most common questions asked by those that have started their infinite banking journey. We'll also share how you can get the best results out of your policies once you've gotten started. ~ Get resources and transcripts from this episode by visiting: https://livingwealth.com/e86 ~ Receive your free copy of The Tree of Wealth here: https://livingwealth.com/freedom Those who do go the route of Infinite Banking have a few common questions. In fact, we may get in...
Feb 10, 2020•24 min•Season 1Ep. 86
In this episode, we discuss why financial gurus like Dave Ramsey are wrong when they tell the world to buy term and invest the difference, and then how infinite banking can fit into anyone's financial picture. ~ Get resources and transcripts from this episode by visiting: https://livingwealth.com/e85 ~ Receive your free copy of The Tree of Wealth here: https://livingwealth.com/freedom Topics Discussed: Why Dave Ramsey is wrong. We also discuss Suzy Orman. Why financial gurus like Ramsey and Orma...
Jan 20, 2020•21 min•Season 1Ep. 85
In this episode, we will share exactly how you can finance college with an Infinite Banking Policy. We'll also discuss the different options whether you're in school now, you've recently graduated, you are trying to pay off your student loans, or if you're saving money for your kids to go to school in the future. ~ Get resources and transcripts from this episode by visiting: https://livingwealth.com/e84 ~ Receive your free copy of The Tree of Wealth here: https://livingwealth.com/freedom Topics ...
Jan 06, 2020•21 min•Season 1Ep. 84
In this episode, we will discuss how to put more money back in your pocket by turning your liabilities into assets. ~ Get resources and transcripts from this episode by visiting: https://livingwealth.com/e83 Topics Discussed: Robert Kiyosaki Why people often ask the wrong question Building your wealth and not someone else's The fundamentals of wealth and money How assets differ from liabilities and the importance of knowing Using whole life as a tool for protecting, growing, and keeping your mon...
Dec 23, 2019•18 min•Season 1Ep. 83
We discuss the most prominent reasons why banks purchase so much whole life insurance. You'll learn the secrets from them by following in their footsteps. ~ Get resources and transcripts from this episode by visiting: https://livingwealth.com/e82 ~ Receive your free copy of The Tree of Wealth here: https://livingwealth.com/freedom Banks are in the money business, obviously. So, if they're in the money business and they're buying a product of which you're being told not to buy, you should start a...
Dec 09, 2019•17 min•Season 1Ep. 83
In this episode, we discuss three of the most common misconceptions people believe about their retirement that could blindside them and wreak havoc on their retirement. ~ Get resources and transcripts from this episode by visiting: https://livingwealth.com/e81 ~ Receive your free copy of The Tree of Wealth here: https://livingwealth.com/freedom Topics Discussed: Aligning goals and desires with reality How going along with the masses is a surefire way to get slaughtered How to judge if your retir...
Nov 20, 2019•22 min•Season 1Ep. 81
We discuss how the rate of return numbers can be manipulated to deceive you into believing an investment is better than it is. We'll also share how to protect yourself from predatory investments. ~ Get resources and transcripts from this episode by visiting: https://livingwealth.com/e80 ~ Receive your free copy of The Tree of Wealth here: https://livingwealth.com/freedom When looking at investments, it can be tricky because many people can manipulate these numbers to look much better than they a...
Nov 04, 2019•21 min•Season 1Ep. 80
We discuss how we assess whole life insurance policies to determine if they're good or bad for you. We also share what you can do with your policy if it's losing money. ~ Get resources and transcripts from this episode by visiting: https://livingwealth.com/e79 ~ Receive your free copy of The Tree of Wealth here: https://livingwealth.com/freedom This comes up a lot. When you start learning about this infinite banking concept, the first thought is, "Why didn't I know about this beforehand?" Then w...
Oct 21, 2019•16 min•Season 1Ep. 79
We share a strategy that will boost the profit you can make in almost any investment. ~ Get resources and transcripts from this episode by visiting: https://livingwealth.com/e78 ~ Receive your free copy of The Tree of Wealth here: https://livingwealth.com/freedom A lot of new listeners may believe we are against investing money. However, that is not the case in the least. In fact, we're pro-investment; with a twist: stack the strategies to maximize your profits and returns. It sounds difficult, ...
Oct 07, 2019•23 min•Season 1Ep. 78
We share how to change the way that you think about money so you can be successful in Infinite Banking. We'll also discuss why infinite banking is so unique in the financial world. ~ Get resources and transcripts from this episode by visiting: https://livingwealth.com/e77 ~ Receive your free copy of The Tree of Wealth here: https://livingwealth.com/freedom When you enter into the infinite banking world, it's like we have to redefine words. Then we also have to shift to a different philosophy abo...
Sep 23, 2019•24 min•Season 1Ep. 77
In this episode, we discuss why it is crucial to own infinite banking policies for yourself and your family even if they are not earning an income. ~ Get resources and transcripts from this episode by visiting: https://livingwealth.com/e76 ~ Receive your free copy of The Tree of Wealth here: https://livingwealth.com/freedom Topics Discussed: Going beyond cash values and infinite banking strategies The importance of a death benefit for those you leave behind What most people don't consider, the i...
Sep 09, 2019•19 min•Season 1Ep. 76
