Wealth Warehouse

One of the best things about IBC is that it sets you on a journey of learning that is never completely done. You have to constantly stay flexible, on your feet and hungry for that edge that will take your wealth building to the next level.  In this week’s episode, the guys address your burning questions!  From “how quickly can I get my policy going?” to using your policy to score wins in...

With so much focus on the dynamics and mechanics of IBC – it can be easy to forget why this wealth building strategy works so well. In this week’s episode, the fellas take a step back and look at what IBC does to solve your need for finance, income and retirement security. They’ll take you through the common mentality most people have and what separates a run-of-the-mill investor from an IBC pract...

You’ve heard it a million times before about how IBC works for the individual, but how could it work for our country’s society as a whole? In this week’s episode, Dave and Paul discuss how IBC would benefit not only the average user – but also the country at large. From tackling the monster that is centralized banking, to leading your family and finances to the promised land! Episode Highlights: (...

Like most topics in IBC, there is a lot of “cleaning up” to be done of the narrative – and policy loans are one of the biggest culprits. In this week’s episode, Dave and Paul break down policy loans and exactly how they work. This crucial part of the IBC system is plagued with the misconceptions that IBC policy owners and newbies alike have. The guys also dive into some IBC philosophy and what you...

The way that you design your IBC policy is one of the most important considerations you can make as your own banker – and it can make a difference of hundreds of thousands or even millions of dollars. In this week’s episode Dave and Paul break down some of these new age, non-traditional IBC policies – namely the infamous “10/90” policy. Whether it’s out of inexperience, or bad advice, the guys wil...

In this week’s episode, Dave and Paul finally take a long look at retirement – and dive into the questions you need to ask yourself as well as what your future may look like if you maintain the status quo. Will you be safe with traditional 401k plans? Should you continue to store your hard earn bucks in someone else's bank? How should you be positioning yourself for a comfortable retirement? All o...

In this week’s episode of Wealth Warehouse, Dave and Paul, pressed for time, are fielding some of your burning questions! You’ll hear from one of Dave’s clients that has witnessed first-hand their parent’s struggle in retirement – and what led them there. You’ll get a refresher (or a great explanation) on interest, loan repayments and the dreaded task of storing your capital in someone else’s bank...

IBC is something you need to be in – its full benefits and advantages can only really be understood once you get your policy (or policies) up and running. In this week’s episode, Dave and Paul take you through their own IBC journeys and some of the “unseen advantages” that they have enjoyed from utilizing their capital in an IBC banking system. For those of you looking to find more benefits from a...

Getting started with IBC is a huge step – but once you do it, how do you position your capital for maximum success? In this week’s episode, Dave and Paul discuss the options you have once your policy is in place. Do you get your feet wet in new investments immediately? Later? Never? Do you let your capital sit, or do you put it to work right away? The fellas discuss all of these common questions t...

Making the leap to IBC is arguably the most difficult step of all – everyone around you is most likely only doing what the mainstream tells them to. Breaking free can be difficult! In this week’s episode, Dave and Paul discuss making the move to IBC and what it can do for your life. Most importantly, they examine some of the reasons why people put it off – and why you shouldn’t if you haven’t set...

The economy has been hard to trust in recent months - which can affect your confidence in your IBC policy. In this week’s episode, Dave and Paul take some time to cover the recent rumblings surrounding the devaluation of the dollar as well as the interest rates and what you need to know about them. Additionally, they cover how these interest rates come into play when buying a home and what you sho...

If you could design the perfect financial product, what features would you include? What would you want to get out of it? What would you want it to do for you? This week, Dave and Paul discuss their perfect financial product and cover some of the benefits that you should be looking for as well as why they should be important to you. Don’t settle for what the mainstream tells you to do - tune in an...

Everyone wants to be wealthy – you’re not alone. But the reality is that it takes consistent effort and discipline to get to the levels most people want to be at. This week, Dave and Paul discuss wealth building on a broader scale than just IBC. What goes into being poor? What goes into being wealthy? And where does the mainstream opinion leave us? Episode Highlights: 0:00 - Introduction 0:29 - Ep...

One of the best rewards that you get from IBC is that you don’t have to rely on a bank to finance the things you want or even need in life. In this week’s episode, the fellas are diving in “family banking” and painting a picture for you of what it would be like to not have to deal with the bank. They’ll detail how you can set up your very own bank to circumvent the painful lending process that we...

With recent economic turmoil, it can be easy to be wary of new ways of building wealth - and in this era of influencers, you want to make sure you’re getting the right information. In this week’s episode, Dave and Paul are sharing some discussions that they’ve had with clients and prospects alike about topics within IBC.  They’ll discuss common questions around IBC “making sense” in a high-in...

While IBC expands, so too do people’s interpretations of it – but that’s not what Dave and Paul are interested in. IBC is an established system and you should be wary of influencers coming at you with “versions” of Infinite Banking. In this week’s episode, the guys introduce “laddering” policies, the philosophy behind it and the underlying strategy. They’ll let you know why it’s popular, why it wo...

IBC is usually “caught not taught” and can be tricky for some to initially wrap their head around. This week, the guys are reviewing some common objections to IBC. They discuss why these 7 objections aren’t valid and why you (or anybody else) shouldn’t use them as a reason to say “no” to IBC. Is IBC for you? Use this link to schedule and intro call with us:  https://calendly.com/dave-743/weal...

IBC is no stranger to a constant flow of questions big and small. In this week’s episode, Paul and Dave are doing another installment of “IBC FAQs”! They’ll be answering all of your burning questions - from “why haven’t I heard about this?” and “is whole life too expensive?” to more complex questions like “how much premium should I pay?” and “what should I use a policy loan for?” Is IBC for you? U...

This month, we’ve seen three separate banks collapse - two of which literally made history. Dave and Paul would never say “I told you so”, but they would tell you that banks behaving badly is just par for the course. In this week’s episode, the guys address the recent bank failures - namely Silicon Valley Bank. They’ll take you through why it failed, what it means for the future as well as what yo...

As IBC gains more popularity and notoriety, more people get involved. Which can be great, but sometimes it can result in a distortion of Nelson’s core message. In this week’s episode, the fellas address policy design and push back against the small base strategies and the 10/90 policies that you may see on Tik Tok, or YouTube. They’ll take you through the actual arguments and what these people are...

For the first time ever, the guys are coming atcha from the road! This week, Dave and Paul attended the 2023 IBC ThinkTank in Birmingham, Alabama! This yearly event is well-attended by practitioners from all across the country and features workshops, speakers and other IBC-related events.  Dave and Paul will give you their thoughts on some of the workshops, as well as a recap of the speakers,...

In this week’s episode, Dave and Paul are getting back to basics: sequencing your capital and managing loan repayment. These are common areas of discussion in IBC - and everyone does it a little differently depending on their circumstances and needs. Today, Dave and Paul will go through their own personal examples of how they’ve sequenced their money and how they’ve set up their policies for maxim...

One of the most important aspects of IBC is paying premium - but many people ask, how often do I need to pay? In this week’s episode, the guys are taking you through a more niche issue in IBC: payment frequency. Are you paying your premium quarterly? Monthly? Each year? This decision can have affects downstream on your policies overall performance! The guys will take you through the different paym...

Everyone has a dream to make stupid amounts of money - to earn on the same level as the ultra rich. Well, as an IBC user, you may have more in common with billionaires and captains of industry than you would otherwise think! Join Dave and Paul as they discuss an interesting article that examines the uncanny connection between IBC and money-making legend, Warren Buffet. They detail how IBC practiti...

There can be lots of different reasons to get started in IBC - but one of the biggest ones is the banking system itself. In this week’s episode, the guys decide to take a step back and look at some of the broad reasons why IBC has made so much sense for so many people. They take a break from the specifics to review the banking system. How does it actually work? How did it come to be? And most impo...