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All Episodes

Legacy Life and Retirement — 135 episodes · page 1 of 2

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Episode #136 Learn The Basics of IBC in 20 Minutes

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Episode #135 Is The First Lien HELOC Right For You And Does It Work With IBC?

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Episode #134 Is This The Perfect Way To Combine Whole Life With Investing?

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Episode #133 We've Been Trading Options for 6 Months... Here Are Our Real Results and Weekly Income

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Episode #132 We Used Policy Loans To Build $6500/Month In Passive Income

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Episode #131 Everything You Need To Know About Policy Loans & Interest

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Episode #130 The Most Important Discussion You'll Hear This Year

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Episode #129 His Infinite Banking Story Is INSANE | From Navy Pilot to IBC Practitioner

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Episode #128 You Finance Everything You Buy

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Episode #127 Your Wealth Plan Is Missing This One Thing

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Episode #126 Why Isn’t This Strategy Being Talked About?

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Episode #125 Why Paying Off Your Mortgage Could Be a Massive Retirement Mistake

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Episode #124 If You Want Guaranteed Income For Life... This Is How You Get It

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Episode #123 Your Life Insurance Could Actually Be Tax Deductible

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Episode #122 (Policy Stack) The Future of Tracking Your Family Banking System

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Episode #121 (July 4th Bonus) Our Numbers 15 Weeks In To Low Stress Options Trading

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Episode #120 What Is Infinite Banking? A Beginner’s Guide to Becoming Your Own Banker

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Episode #119 Is this the most Low Stress way to become a Millionaire?

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Episode #118 Why You Should Replace Your Bonds With Whole Life

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Episode #117 What Happens If Your Income Stops? Here's My 5 Pillars of Building & Securing Your Wealth

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Episode #116 Is This The Best Way For Regular People To Build Real Wealth

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Episode #115 The Most Important Advice You'll Hear When Starting IBC

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Episode #114 Not Planning For This Could Cost You Everything

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Episode #113 The Simple Options Strategy That Compounds Weekly

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Episode #112 This Is How We Build Something Special

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Episode #111 The True Cost of Term VS Whole Life (Full Breakdown)

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Episode #110 This is How We Make 1% A Week On Our Money

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Episode #109 The 3 Biggest Risks That Will Destroy Your Wealth

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Episode #108 The One Financial Move That Could Change Your Child’s Life Forever

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Episode #107 This Mistake Could Cost You Your Retirement

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Episode #106 Listen To This If You Want To Understand IBC Better

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Episode #105 The One Of A Kind Financial Plan (With Mike Milligan)

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Episode #104 IBC Is Just A Financial Strategy (Here's How To Use It)

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Episode #103 The Truth About Your Policies Longterm Growth (With John Perrings)

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Episode #102 Understanding How Cash Flows In Your Policy

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Episode #101 A Decade of Infinite Banking and 8 Policies Taught Him This (With Jesse Durham)

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Episode #100 Things I Wish I Had Known Before Starting IBC (Avoid These Mistakes)

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Episode #99 IBC Feels Like You're Doing Something Illegal (Mike Classen Client Series )

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Episode #98 MEC Explained: How to Keep Your Policy Tax-Advantaged

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Episode #97 You Don't Need to Make More Money | You Need to Keep More Money

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Episode #96 Let's Talk More About PUA's

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Episode #95 Capital Offence: Why Some Benefit at Your Expense (Paul Musson)

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Episode #94 Convertible Term: The “Insurability Bridge” Most Families Never Use

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Episode #93 Infinite Banking Deep Dive (With Marty Smith SML)

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Episode #92 Health Ratings: The Hidden Lever That Changes Your Premium

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Episode #91 Not So Secret "Secrets" to Keeping More of Your Money (Rondi Lambeth)

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Episode #90 How Passive Income Actually Gets Built (Not the Instagram Version)

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Episode #89 Do These 10 Things Before You Retire

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Episode #88 Why Banks Win and Savers Stay Stuck

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Episode #87 Here's What He Told Me After Practicing IBC for 18 Years

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Episode #86 The Problem With “Set It and Forget It” Retirement Planning

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Episode #85 How to Stop Living at the Mercy of Banks and Emergencies

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Episode #84 Why Most Financial Advice Fails in Real Life

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Episode #83 Deep Dive into Policy Riders You Should Consider

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Episode #82 When Paying Cash Is Actually a Bad Financial Move

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Episode #81 My Interview with the Nelson Nash Institute (This Concept Changed My Life)

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Episode #80 Why Your Emergency Fund is Costing You Money

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Episode #79 Making Legacy Planning Easy with Legacy Lock

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Episode #78 The Swiss Army Knife of Finance: One System, Many Jobs

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Episode #77 Why Starting A Policy Is Just Like Starting A Business

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Episode #76 Where does IBC Fit in Your Portfolio

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Episode #75 The 7 Reasons You Should Avoid Specially Designed Whole Life

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Episode #74 Stop Chasing Income, Start Building a System

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Episode #73 How to Become the Bank: Private Lending, Real Estate & Infinite Banking with Neil Timmons

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Episode #72 Travel That Changes Lives: Inside the World of Luxury Voluntourism

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Episode #71 Year-End Recap: What Worked, What Didn’t, & What’s Next

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Episode #70 Why Most Estate Plans Fail (and How to Fix Yours) with Will Worsham

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Episode #69 How the Rockefeller Waterfall Method Really Works (And How to Use It for Your Family)

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Episode #68 Income Stacking 101: How We Use Infinite Banking to Build Passive Cash Flow

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Episode #67 How to Turn Capital Gains into TAX FREE Long-Term Wealth (with Ashley Tison)

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Episode #66 Turnkey Cash Flow like NO OTHER with Mid South Home Buyers

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Episode #65 Why this Surgeon is ALL IN on Infinite Banking (with Kyle Stephenson)

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Episode #64 Big 4 Accounting Firm Confirms: Whole Life & Annuities Improve Retirement

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Episode #63 Turning Policy Loans Into Power Plays: How 13 Years of IBC Changed Sandra & Mike’s Life

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Episode #62 Whole Life Insurance Is NOT the Investment… It’s the Tool

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Episode #61 Franchising for Freedom: Creating Cash Flow Without Starting from Scratch

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Episode #60 How to Build a 6 Figure Passive Income Fast with Pei Chen

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Episode #59 Student Loan Freedom: How He's Erasing $1 Billion In Student Loans with Zack Geist

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Episode #58 Ready for a Second Policy? Here's how to Expand Your Banking System the Right Way!

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Episode #57 How We Travel the World Using Infinite Banking (Feat. Amanda King)

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Episode #56 Almost Automated Income with Neil Twa

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Episode #55 I Interviewed My 63 Year Old Dad Who Practices Infinite Banking

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Episode #54 The Case for Base: Why Bigger Isn’t Always Better in Infinite Banking

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Episode #53 Infinite Banking is a Scam!!!

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Episode #52 Five Silent Wealth Killers That Keep You Broke (And How to Stop Them)

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Episode #51 Back to the Basics (Understanding Infinite Banking)

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Episode #50 Why Your Emergency Fund Shouldn't Sit In A Bank

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Episode #49 What is the Legacy Lifestyle Process?

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Episode #48 How I Lost $60,000 (Then Built $60K/Year in Passive Income While Raising a Family)

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Episode #47 Reverse Mortgages: The Most Misunderstood Wealth Tool in America (ft. George Vrban)

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Episode #46 Budgeting 101: How to Take Control of Your Money (Without Feeling Broke)

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Episode #45 Modern Asset Protection: Why Long-Term Care Needs to Be Part of Your Wealth Plan

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Episode #44 Good Debt vs. Bad Debt — How to Tell the Difference (It Matters More Than You Think)

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Episode #43 How To Get Your Money Right (Special Guest Jeremiah Dew)

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Episode #42 The Government Is Not Your Friend: Pulling Back the Financial Curtain

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Episode #41 What’s Proven vs. What’s Popular: Why Whole Life Insurance Stands the Test of Time

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Episode #40 Would You Take a Higher Interest Loan to Build Wealth Faster?

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Episode #39 The Truth About Cash Value: What Most People Get Completely Wrong

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Episode #38 Infinite Banking vs. 401(k)s & IRAs: Why Control Beats Speculation

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Episode # 37 From Strategy to Lifestyle: Jonah Dew on Living the Infinite Banking Concept