Visit our website:

https://www.thewealthwarehousepodcast.com/

This week, Dave and Paul riff on a simple mantra with big financial consequences:

“Do something today your future self will thank you for.” From the coffee-you-prepped-last-night to where you actually park your dollars, they lay out why liquidity and control beat being “paper wealthy.”

They also cover compounding taxes, redirecting existing cash flow through premium (“put the premium in the middle”), and the reality that whole life’s temporary loss of liquidity is measured in years, not decades like qualified plans.

Becoming Your Own Banker by Nelson Nash:

https://infinitebanking.org/product/becoming-your-own-banker/ref/46/

Episode Highlights:

0:00 - Teaser & show open

1:04 - Episode beginning

2:24 - Doing everything “right,” yet would-be liquidity is locked up

5:07 - The red/green liquidity audit & net worth vs. spendable money

6:31 - Life goals blocked by illiquidity

7:35 - When banks set the terms, opportunities shrink

8:31 - Policy loans = privatized lending

9:23 - Priorities: kill 20% credit-card debt before chasing 6% returns

10:22 - Rethinking mainstream money myths

15:42 - Start your banking system: short-term liquidity tradeoff, “compound taxes”

26:37 - Whole life vs. qualified plans, income streams

29:30 - Episode wrap-up

ABOUT YOUR HOSTS:

David Befort and Paul Fugere are the hosts of the Wealth Warehouse Podcast. David is the Founder/CEO of Max Performance Financial. He founded the company with the mission of educating people on the truths about money.

David's mission is to show you how you can control your own money, earn guarantees, grow it tax-free, and maintain penalty-free access to it to leverage for opportunities that will provide passive income for the rest of your life.

Paul, on the other hand, is an Active Duty U.S. Army officer who graduated from Norwich University in 2002 with a B.A. in History and again in 2012 with a MA in Diplomacy and International Terrorism. Paul met his wife Tammy at Norwich.

As a family, they enjoy boating, traveling, sports, hunting, automobiles, and are self-proclaimed food people.

Visit our website:

https://www.thewealthwarehousepodcast.com/

Catch up with David and Paul, visit the links below!

Website:

https://infinitebanking.org/agents/Fugere494

https://infinitebanking.org/agents/Befort399

LinkedIn:

https://www.linkedin.com/in/david-a-befort-jr-09663972/

https://www.linkedin.com/in/paul-fugere-762021b0/

Email:

davidandpaul@theibcguys.com

Visit our website:

https://www.thewealthwarehousepodcast.com/

Welcome back to another episode of Wealth Warehouse!

Welcome back to another addition of Wealth Warehouse – in this week’s special episode, you get yet another sneak peek into the IBC webinar that Dave and Paul run each and every month.

In this month’s webinar, Dave dives into policy design and what it looks like to actually run your policy in year 1, year 2 and beyond. What will it look like?

Additionally, from the other webinar members, Dave and Paul field questions on policies and divorces, what a “big expense” counts as and much more!

Becoming Your Own Banker by Nelson Nash:

https://infinitebanking.org/product/becoming-your-own-banker/ref/46/

Episode Highlights:

0:00 - Teaser

1:51 - Episode beginning

3:15 - Capturing big annual expenses

7:37 - Diving into policy design

13:13 - Year 1 of your policy

15:55 - End of Year 1

16:57 - Year 2

19:05 - Year 3

25:45 - Other expenses

32:05 - “What about loan interest?”

34:25 - Looking at everyday purchases/expenses

43:18 - Policies and divorces

48:29 - Starting a policy for debt consolidation

50:59 - Best way to introduce IBC to your friends/family

56:43 - What financial advisors tell you about 401k

1:00:54 - Episode wrap-up

ABOUT YOUR HOSTS:

David Befort and Paul Fugere are the hosts of the Wealth Warehouse Podcast. David is the Founder/CEO of Max Performance Financial. He founded the company with the mission of educating people on the truths about money.

David's mission is to show you how you can control your own money, earn guarantees, grow it tax-free, and maintain penalty-free access to it to leverage for opportunities that will provide passive income for the rest of your life.

Paul, on the other hand, is an Active Duty U.S. Army officer who graduated from Norwich University in 2002 with a B.A. in History and again in 2012 with a MA in Diplomacy and International Terrorism. Paul met his wife Tammy at Norwich.

As a family, they enjoy boating, traveling, sports, hunting, automobiles, and are self-proclaimed food people.

Visit our website:

https://www.thewealthwarehousepodcast.com/

Catch up with David and Paul, visit the links below!

Website:

https://infinitebanking.org/agents/Fugere494

https://infinitebanking.org/agents/Befort399

LinkedIn:

https://www.linkedin.com/in/david-a-befort-jr-09663972/

https://www.linkedin.com/in/paul-fugere-762021b0/

Email:

davidandpaul@theibcguys.com

Visit our website:

https://www.thewealthwarehousepodcast.com/

Welcome back to another episode of Wealth Warehouse!

In this week’s episode, Dave and Paul take a look at the central theme of the poem, “The Road Not Taken”, by Robert Frost – and why it’s the perfect analog for IBC and controlling the banking function in your life.

Additionally, the guys explore what control actually gets you, how you’re able to not only “see” new opportunities, but also take part in them – to build your wealth and your family’s for generations to come – and as Dave will explain: why you need to care about more money (and not just for yourself)

Becoming Your Own Banker by Nelson Nash:

https://infinitebanking.org/product/becoming-your-own-banker/ref/46/

Episode Highlights:

0:00 - Introduction

1:16 - Episode beginning

3:41 - “The Road Not Taken”

10:49 - The unseen, and how “they” make it easy

17:22 - What’s the road ‘not taken’ look like?

25:24 - Controlling your own capital

30:53 - Building your wealth (for others)

34:44 - Closing thoughts

ABOUT YOUR HOSTS:

David Befort and Paul Fugere are the hosts of the Wealth Warehouse Podcast. David is the Founder/CEO of Max Performance Financial. He founded the company with the mission of educating people on the truths about money.

David's mission is to show you how you can control your own money, earn guarantees, grow it tax-free, and maintain penalty-free access to it to leverage for opportunities that will provide passive income for the rest of your life.

Paul, on the other hand, is an Active Duty U.S. Army officer who graduated from Norwich University in 2002 with a B.A. in History and again in 2012 with a MA in Diplomacy and International Terrorism. Paul met his wife Tammy at Norwich.

As a family, they enjoy boating, traveling, sports, hunting, automobiles, and are self-proclaimed food people.

Visit our website:

https://www.thewealthwarehousepodcast.com/

Catch up with David and Paul, visit the links below!

Website:

https://infinitebanking.org/agents/Fugere494

https://infinitebanking.org/agents/Befort399

LinkedIn:

https://www.linkedin.com/in/david-a-befort-jr-09663972/

https://www.linkedin.com/in/paul-fugere-762021b0/

Email:

davidandpaul@theibcguys.com