Wealth Warehouse

Visit our website: https://www.thewealthwarehousepodcast.com/ Dave and Paul return for their monthly webinar where this time, they tackled the theme: How has "Rethinking your thinking" changed your life? Additionally, they talk about using policy loans for cars, home projects, and surprise bills without bank stress; how to “capture your dollars first” so compounding isn’t interrupted; and simple w...

Visit our website: https://www.thewealthwarehousepodcast.com/ This week on Wealth Warehouse, Dave and Paul kick around the hot “50-year mortgage” idea and why it may help (or hurt) depending on how you think about cash flow and control.  Then they get practical: when you’re practicing IBC, should extra dollars crush a policy loan… or go toward expanding your system? They dig into real-life tr...

Visit our website: https://www.thewealthwarehousepodcast.com/ This week on Wealth Warehouse , Dave and Paul break down the high-profile lawsuit NASCAR star Kyle Busch filed against Pacific Life after allegedly losing $8.5M in an indexed universal life (IUL) policy. They unpack why they’re not surprised, how IULs actually work under the hood and why those glossy “tax-free retirement” illustrations...

Visit our website: https://www.thewealthwarehousepodcast.com/ Part two with pilot/IBC pro Travis Fairbairn digs into the big question: “I’ve got cash value, now what?” We break down a simple, repeatable way to turn whole life policy cash value into predictable cash flow using amortized notes through a low-risk co-lending club. Travis shows how the strategy repays your policy loan (plus interest),...

Visit our website: https://www.thewealthwarehousepodcast.com/ Travis Fairbairn joins Dave and Paul for a fun, super practical chat on Infinite Banking. He details his journey as a corporate jet pilot and how he found IBC, put it to work, and started “stacking notes” to turn policy loans into predictable cash flow. You’ll hear the story behind it, why using a dollar in more than one place clicked f...

Visit our website: https://www.thewealthwarehousepodcast.com/ Dave and Paul open the vault on how they actually put cash value to work. Join other Infinite Banking practitioners as they discuss how they look for low risk, repeatable opportunities that fit an IBC plan, and why a simple amortized note can create steady cash flow that helps retire policy loans faster. Additionally, Dave, Paul and co....

Visit our website: https://www.thewealthwarehousepodcast.com/ Dave and Paul go back to basics on human life value (HLV), and why most families are dramatically underinsured. They contrast needs-based planning with an HLV approach, share Nelson Nash’s page-24 insight from Becoming Your Own Banker, and explain how to reach full coverage using a blend of whole life and convertible term. You’ll hear s...

Visit our website: https://www.thewealthwarehousepodcast.com/ Dave and Paul tackle a common stall-out point: starting IBC with one whole life policy and never building the system Nelson Nash intended. They cover when to add policies (spouse/kids/your increased income), how to plan expansions using convertible term, what to do with windfalls, and why loans and investments should originate from and...

Visit our website: https://www.thewealthwarehousepodcast.com/ New policy in force, now what? Dave and Paul walk through the first moves after your IBC policy goes active. From “slow your roll” capitalizing, to trading out high-interest debt, to building an emergency reserve inside your system, they map a practical sequence so you don’t chase loans just to “do something.” They also cover spotting r...

Visit our website: https://www.thewealthwarehousepodcast.com/ Fresh off the annual South Dakota pheasant trip, Dave and Paul unpack how time in the field mirrors smart money habits. From planning that survives “first contact,” to keeping dry powder ready so you can seize opportunities, to teaching kids stewardship and building legacy, this episode ties hunting camp lessons directly to the Infinite...

Visit our website: https://www.thewealthwarehousepodcast.com/ This week, Dave and Paul unpack a common client question: “What should I do with a windfall?” Drawing from a recent mastermind with fellow IBC practitioners, they compare strategies for deploying a large lump sum while keeping smart liquidity: one-time PUA lump sums, using a Premium Deposit Fund (PDF Max) to prepay years of premiums, an...

Visit our website: https://www.thewealthwarehousepodcast.com/ This week, Dave and Paul bust a big myth about whole life: that premiums are rigid forever. They break down base (required) vs. PUA, Paid-Up Additions (flexible), why both buy death benefit, and how to use a floor-and-ceiling model to fund smart in tight months or boom years. You’ll hear how dividends typically route to PUA, how to chec...

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, redirectin...

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 y...

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, h...

Visit our website:  https://www.thewealthwarehousepodcast.com/ Register here for the next live Wealth Warehouse Webinar happening Saturday August 23rd at 10AM CST/11AM EST: https://us06web.zoom.us/meeting/register/d8lsgiQPR4u08Voj_XmItQ Welcome back to another episode of Wealth Warehouse! This week, the guys break down a simple but powerful analogy: why Infinite Banking is like cooking with g...

Visit our website:  https://www.thewealthwarehousepodcast.com/ Registers here for the next live Wealth Warehouse Webinar happening Friday August 22nd at 11AM CST/Noon EST: https://us06web.zoom.us/meeting/register/d8lsgiQPR4u08Voj_XmItQ Welcome back to another episode of Wealth Warehouse! In this episode Dave and Paul push back on the idea that IBC is a clever financial hack you can deploy and...

Visit our website:  https://www.thewealthwarehousepodcast.com/ Becoming Your Own Banker by Nelson Nash:  https://infinitebanking.org/product/becoming-your-own-banker/ref/46/ Welcome back to another episode of Wealth Warehouse! Welcome back to another episode of Wealth Warehouse! In this week’s episode, Dave and Paul sit down to be interviewed by the NNI itself – in this special interview...

Visit our website:  https://www.thewealthwarehousepodcast.com/ Becoming Your Own Banker by Nelson Nash:  https://infinitebanking.org/product/becoming-your-own-banker/ref/46/ Welcome back to another episode of Wealth Warehouse! This week, Dave and Paul tackle a listener question and roll that topic into a larget discussion on the state of the US dollar – can it be “trusted”, or should we...

Visit our website:  https://www.thewealthwarehousepodcast.com/ Becoming Your Own Banker by Nelson Nash:  https://infinitebanking.org/product/becoming-your-own-banker/ref/46/ Welcome back to another episode of Wealth Warehouse! This week, Dave and Paul are joined by Ryan Fleming, also known as "the Pilot's Advisor". Ryan is a Financial Advisor and holds a series 7 license, series 66 licen...

Visit our website:  https://www.thewealthwarehousepodcast.com/ Becoming Your Own Banker by Nelson Nash:  https://infinitebanking.org/product/becoming-your-own-banker/ref/46/ In this episode, Dave and Paul unpack a core belief that separates seasoned IBC practitioners from the casual policyholder: the commitment to paying premiums forever . Not because they have to , but because they want...

Visit our website:  https://www.thewealthwarehousepodcast.com/ Becoming Your Own Banker by Nelson Nash:  https://infinitebanking.org/product/becoming-your-own-banker/ref/46/ It’s that time again! The monthly webinar. This installment welcomes summer and fresh IBC topics for your viewing pleasure! This episode covers some familiar and some exotic topics, ranging from using your policy to...

Visit our website:  https://www.thewealthwarehousepodcast.com/ Becoming Your Own Banker by Nelson Nash:  https://infinitebanking.org/product/becoming-your-own-banker/ref/46/ In this week’s episode, Dave and Paul continue their conversation on “unlearning” conventional thought when around banking, building wealth and especially – IBC. They cover misconceptions like “your choices need to b...

Visit our website:  https://www.thewealthwarehousepodcast.com/ Becoming Your Own Banker by Nelson Nash:  https://infinitebanking.org/product/becoming-your-own-banker/ref/46/ For a lot of people, exploring IBC involves “unlearning” conventional thought when it comes to wealth building. Whether it be about investment return risk, debt, or banking itself – there are years of “common sense”...

Visit our website:  https://www.thewealthwarehousepodcast.com/ Becoming Your Own Banker by Nelson Nash:  https://infinitebanking.org/product/becoming-your-own-banker/ref/46/ Taxes. Vacations. Tithing. These are just a few hard-to-avoid expenses that leave you with capital permanently leaving you. In this week’s episode, Dave and Paul discuss how you can re-capture this lost capital and h...