Episodes
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Mike Kwong on the Rewrite of DIBS On Your Money
What started as a collection of notes and ideas for their daughter Jackie became the first edition of DIBS On Your Money. Years of real-world experience later, Mike decided updates were needed. In this episode, Chris sits down with Mike to talk about how the book began, what changed in the second...
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Common Myths and Misconceptions about IBC
This week we’re going through some of the most common myths and misconceptions about IBC. Some come straight from client questions and learning events, and plenty come from what’s floating around online. A lot of them stick because they sound reasonable until you look at how a properly designed…
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IBC is Caught not Taught
You’ve probably heard this one before: IBC is caught, not taught. Where did that phrase actually come from, and what does it mean in practice? We get into how LSL thinks about it — and why “catching” it tends to be a lightbulb moment, one that changes how people see the uses of their policy and,...
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Annual Prepaid Interest
This is one we’ve talked around plenty of times but never actually sat down and recorded on its own: annual prepaid interest. So that’s what we’re doing here. There are a few different ways to handle it, but we get into what it actually is, why it gets charged, why that charge actually works in...
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Revisiting Aggressive Policy Design
This week we’re back on a question that comes up all the time in Boot Camp: how aggressive should your policy design actually be? We’re all for putting a policy to work right away, whether that means paying down debt or covering everyday expenses, but ultra-aggressive design is where we draw the...
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Why We Started Our Policies (and How We Funded Them)
Clients ask us this all the time: how many policies do you actually have, how did you fund them, and do you really need more than one? In this episode, we go through our own systems and provide an overview of why we started each one, and the reasoning behind adding more. The post Why We Started…
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Interview with Mike Everett – 2026 Edition
Chris sits down with Mike Everett — founder, leader, el jefe, take your pick — to get into IBC, Nelson Nash, and what’s been happening with LSL. Grab your coffee for this one cause you know an Everett interview is not to be missed! The post Interview with Mike Everett – 2026 Edition appeared…
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Interview with Andrew Dalager
What happens when a former principal runs into one of his old elementary school students — years later — and they’re both deep into the Infinite Banking Concept? That’s exactly this episode. Chris sits down with Andrew Dalager for a conversation that’s equal parts reunion and revelation. They...
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When Can I Stop Paying Premiums? – A Mindset Question.
We hear it constantly: when can I stop paying premiums? Nelson Nash owned 49 whole life policies at one point — many not even on his own life. He wasn’t looking for an exit. He was building something. Policies paid for as long as possible create a family bank. One that stops depending on...
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Jeff King: Infinite Banking, Big Ideas & the Dream Conversation | Part 1
In this episode, Chris sits down with Jeff King — a man of many dimensions, but boring isn’t one of them. This first conversation is all about getting to know Jeff: his background, his philosophy, and how he and his wife are putting the Infinite Banking Concept to work in their own lives. Jeff…
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Interview with Pei Chen! Part 1
In this episode, Chris Bay sits down with Pei Chen to discuss her incredible journey into Infinite Banking and velocity banking. Once a curious observer on the sidelines, Pei has […] The post Interview with Pei Chen! Part 1 appeared first on Life Success Legacy.
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Is “Retirement” a Bad Word? Passive Income, Nelson Nash’s Philosophy, and the LSL Team’s Take
In this episode, Chris, Mike C., and Mike K. dive deep into the third thing IBC can do — what Nelson Nash called Passive Income. Nelson famously removed the word […] The post Is “Retirement” a Bad Word? Passive Income, Nelson Nash’s Philosophy, and the LSL Team’s Take appeared first on Life…
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Why You Should Join Us in Houston: Inside Our Upcoming Live Event (April 10/11, 2026)
In this episode, we break down everything you need to know about our upcoming live event in Houston. We start with the social gathering hosted by Mike K and Pei […] The post Why You Should Join Us in Houston: Inside Our Upcoming Live Event (April 10/11, 2026) appeared first on Life Success Legacy.
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Building Wealth Through Process, not Products
In this episode, the three Mikes revisit a foundational concept of Infinite Banking: banking is a process, not a product. We begin with Mike Everett going back to the basics, […] The post Building Wealth Through Process, not Products appeared first on Life Success Legacy.
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2025 Recap: Looking Back, Moving Forward
In this episode, the Mikes’ and Chris recap the LSL journey with a 2025 year-in-review conversation. Mike E takes us back to the early days of Life Success & Legacy, […] The post 2025 Recap: Looking Back, Moving Forward appeared first on Life Success Legacy.
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Interview with Steve Harmon
In this episode, Chris sits down with Steve Harmon—an intentional, goal-driven person whose path into Infinite Banking wasn’t exactly smooth. Steve hit a few bumps early on, but instead of […] The post Interview with Steve Harmon appeared first on Life Success Legacy.
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Interview with Christina Conover-Merrill
In the second half of this powerful conversation, the script flips — and Chris becomes the interviewer! He invites Christina to share her own deeply personal story, giving listeners an […] The post Interview with Christina Conover-Merrill appeared first on Life Success Legacy.
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Rethinking Retirement
Chris Bay kicks things off with a brief history lesson on how the concept of retirement came to be and why it looks the way it does today. Then Mike […] The post Rethinking Retirement appeared first on Life Success Legacy.
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Interview with Christina Conover-Merrill – Roles Reversed
This episode is a special one! Chris flips the script and gets interviewed by one of our favorite clients, Christina Conover-Merrill. She dives deep into his personal journey — how […] The post Interview with Christina Conover-Merrill – Roles Reversed appeared first on Life Success Legacy.
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How is IBC used for Passive Income
In this episode, Chris, Mike C, and Mike K dive into one of the four things IBC can do—and it’s not the one we usually highlight. We’re talking passive income! […] The post How is IBC used for Passive Income appeared first on Life Success Legacy.
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Interview with Sarah Vohra
In this episode, Chris sits down with Sarah Vohra, whose journey with Infinite Banking began at a surprisingly young age. Her story offers a fresh perspective on why teaching the […] The post Interview with Sarah Vohra appeared first on Life Success Legacy.
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Interview with Frank Keck
In this episode, Chris sits down with the brilliantly goofy (and always insightful) Frank Keck! Frank shares his fun and inspiring journey with Infinite Banking, weaving in personal stories of […] The post Interview with Frank Keck appeared first on Life Success Legacy.
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Interview with Clarke Tuitele
In this episode, Chris has the privilege of interviewing Clarke Tuitele — one of the kindest and most sincere people we know. Not only is Clarke a friend and client, […] The post Interview with Clarke Tuitele appeared first on Life Success Legacy.
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Is there a Secret Sauce to Infinite Banking?
In this episode, we dive into the secret sauce of Infinite Banking. Don’t worry—it’s not complicated. So what is it? Regular monthly policy loan repayments. Yep. That’s it. That’s the […] The post Is there a Secret Sauce to Infinite Banking? appeared first on Life Success Legacy.
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Interview with Teri Wilkinson
In this episode, Chris sits down with the one and only Teri Wilkinson! Her path to Infinite Banking — and ultimately to finding the Life Success & Legacy team — […] The post Interview with Teri Wilkinson appeared first on Life Success Legacy.
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Interview with Winnie and Emaghea
In this episode, Chris reconnects with Winnie and Emaghea—the powerhouse team behind Cash Smart for Life. Their mission is to equip parents with the tools and confidence to teach their […] The post Interview with Winnie and Emaghea appeared first on Life Success Legacy.
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Banks – What Are They Good For?
What did Nelson Nash mean when he said, “Don’t do business with banks”? In this episode, we break that down. There’s a deep-rooted frustration with traditional banking—and for good reason. […] The post Banks – What Are They Good For? appeared first on Life Success Legacy.
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Interview with Toby and Kelly Whitman
In this episode, Chris sits down with the inspiring Toby and Kelly Whitman, valued clients from Houston, Texas. Their journey is nothing short of remarkable, and they share powerful insights […] The post Interview with Toby and Kelly Whitman appeared first on Life Success Legacy.
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Coaching Session Quick Hitters
In this episode, we’re answering some common questions we hear during coaching sessions—some of the same ones we had when we first started our IBC journey! If you’ve ever wondered […] The post Coaching Session Quick Hitters appeared first on Life Success Legacy.
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Think Tank Recap – 2025
The Life Success & Legacy team recently had the incredible opportunity to attend the Nelson Nash Institute Think Tank! This event brought together passionate practitioners and coaches, all dedicated to […] The post Think Tank Recap – 2025 appeared first on Life Success Legacy.
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Interview with Alejandra Perez
In this episode, Chris sits down with the incredible Alejandra Perez, a longtime client with an inspiring story you won’t want to miss. Tune in and prepare to be just […] The post Interview with Alejandra Perez appeared first on Life Success Legacy.
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What We Do & Don’t Do… Psst, It’s All IBC!
In this episode, we’re answering another great audience question: What does LSL actually do—and what don’t we do? Spoiler alert: It all leads back to Nelson Nash and Becoming Your […] The post What We Do & Don’t Do… Psst, It’s All IBC! appeared first on Life Success Legacy.
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State of the Team: LSL Updates
Join us for an exciting update on the state of the Life Success & Legacy team! Our commitment to Infinite Banking—both for our team and our clients—remains our top priority. […] The post State of the Team: LSL Updates appeared first on Life Success Legacy.
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But what if I experience negative cashflow?
In this episode, we’re tackling a question that comes up often. It’s rooted in a bit of fear and “what ifs,” but it’s an important one to address: What happens […] The post But what if I experience negative cashflow? appeared first on Life Success Legacy.
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New Year, New Focus: Recenter Your Path with IBC!
In this episode, we’re diving into the spirit of the New Year—not with resolutions, but with a powerful recentering of focus. Join us as we share our personal plans, experiences, […] The post New Year, New Focus: Recenter Your Path with IBC! appeared first on Life Success Legacy.
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What’s the deal with kid policies?
Ever wondered about kid policies and their role in your Infinite Banking journey? We’ve got you covered! In this episode, we dive straight into a topic we’ve teased before: why […] The post What’s the deal with kid policies? appeared first on Life Success Legacy.
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But I have to be wealthy to start IBC… or do I?
In this episode, we tackle a comment we hear all the time—whether it’s in our Boot Camps or our community Discord, this question seems to pop up regularly: “Do I […] The post But I have to be wealthy to start IBC… or do I? appeared first on Life Success Legacy.
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The non-Roast of Chris Bay
Today, we get to celebrate (without roasting!) one of our absolute favorite people—the mastermind behind why each team member now has five personality test results: Chris Bay! Chris is constantly […] The post The non-Roast of Chris Bay appeared first on Life Success Legacy.
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Having Some Skin in the Game
Ready to take your Infinite Banking journey to the next level? In this episode, we dive into a core principle: skin in the game. We believe that when you put […] The post Having Some Skin in the Game appeared first on Life Success Legacy.
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But I don’t need Death Benefit
In this episode, we dive into a question raised at a recent boot camp: ‘But what if I don’t need the death benefit?’ Join us as we explore why the […] The post But I don’t need Death Benefit appeared first on Life Success Legacy.
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Policy Loans: Deep Dive
In this episode, the team takes a deep dive into a key question from a recent Boot Camp: Policy Loans. While we’ve touched on this topic before, this is the […] The post Policy Loans: Deep Dive appeared first on Life Success Legacy.
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The non-Roast of Mike Everett
Today, we have the privilege of not roasting our fearless leader and the mastermind behind Life Success & Legacy, Mike Everett! In a special podcast episode, we managed to wrangle […] The post The non-Roast of Mike Everett appeared first on Life Success Legacy.
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The non-roast of Shelley Forbis
In this episode, the team takes the opportunity to celebrate Shelley Forbis, the person who holds everything together and ensures every client is well taken care of. Many of you […] The post The non-roast of Shelley Forbis appeared first on Life Success Legacy.
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Policy Maintenance: What does that mean?
In this episode, the team delves into a rarely discussed topic: policy maintenance. We start by introducing the key players and then explore important considerations to keep in mind as […] The post Policy Maintenance: What does that mean? appeared first on Life Success Legacy.
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The LSL IBC Community
In this video, the team talks about the challenges of finding like-minded individuals in the Infinite Banking space. To address this, we’ve created the LSL IBC Community Discord! This community […] The post The LSL IBC Community appeared first on Life Success Legacy.
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Interview with Pei Chen and Nino Gonzalez!
In this episode, Chris has the pleasure of interviewing two of the LSL Team’s favorite people: Pei and Nino. They are not only valued clients and enthusiastic advocates for LSL […] The post Interview with Pei Chen and Nino Gonzalez! appeared first on Life Success Legacy.
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Shelley Forbis Interview! 2024 Updates
In this episode, Chris has the privilege of interviewing Shelley Forbis! While she prefers to stay in the background, ensuring our clients receive the highest level of care, her story […] The post Shelley Forbis Interview! 2024 Updates appeared first on Life Success Legacy.
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The non-Roast of Mike Kwong
In this episode, we have the opportunity to non-roast our amazing team member and undisputed passive income champion, Mike Kwong! We’ve brought in Haley as an additional roaster—oops, I mean […] The post The non-Roast of Mike Kwong appeared first on Life Success Legacy.
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My friend found high cash value Whole Life for way cheaper. Can it be?
In this episode, we discuss a statement we hear all the time. “My friend says I can get cheaper whole life insurance!” Our immediate reply? Yes, you can! But it […] The post My friend found high cash value Whole Life for way cheaper. Can it be? appeared first on Life Success Legacy.
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Interview with Kish Rao!
In this exciting episode, Chris sits down for an insightful interview with none other than Kish Rao, one of our esteemed associate coaches! With a longstanding friendship that spans years, […] The post Interview with Kish Rao! appeared first on Life Success Legacy.
About this show
Podcast by Life Success & Legacy
Hosted by
Life Success & Legacy
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