Becoming Your Own Banker by Nelson Nash:

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

Visit our website:

https://www.thewealthwarehousepodcast.com/

In this festive episode, we unwrap the parallels between the joy of holiday gift-giving and the power of Infinite Banking. Discover why an IBC policy is truly the "gift that keeps on giving," offering financial freedom and opportunities for generations. We also dive into the importance of expanding your system, getting back to the basics, and how Santa’s workshop serves as the perfect metaphor for your Infinite Banking policy—efficient, productive, and always working behind the scenes. Tune in for a fun and insightful holiday discussion that blends seasonal cheer with financial wisdom!

Episode Highlights:

0:00 - Introduction

2:27 - Episode beginning

4:44 - IBC is the gift that keeps on giving

7:11 - Expanding your system and establishing your legacy

12:20 - “Just start, take action”

14:31 - Get back into “Becoming Your Own Banker”

16:01 - Don’t only do what you’re taught

20:18 - “Santa’s workshop”

23:37 - It’s not just kids that want presents!

25:06 - Annual maintenance and yearly appreciation

27:10 - IBC is the only insurance that pays for itself

31:51 - 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

Becoming Your Own Banker by Nelson Nash:

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

Visit our website:

https://www.thewealthwarehousepodcast.com/

So you’ve heard how great IBC is – but what if you’re in your 40s, 50s, or 60s?

Has the time passed? Or can you still enjoy the benefits of becoming your own banker?

In this week’s episode, Dave and Paul explore the spectrum of IBC in terms of when the *ideal* time to get in is.. But also the age-ranges that can still utilize IBC to great benefit.

Additionally, the fellas discuss more situations and circumstances where IBC can help, the “whiplash” years, what you should be doing in your peak earning years, and much more!

Episode Highlights:

0:00 - Introduction

1:17 - Episode beginning

3:59 - You aren’t too old to start IBC

9:06 - The best time to start…

10:20 - The relationship between the cash value and the death benefit

11:56 - Peak earning years and lifestyle creep

16:39 - “Whiplash” years

22:48 - Roth IRAs and self-directed IRAs

29:05 - The government and $ (plus your money)

35:42 - For you younger people, convertible term

39:50 - 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

Becoming Your Own Banker by Nelson Nash:

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

Visit our website:

https://www.thewealthwarehousepodcast.com/

So you’ve heard how great IBC is – but what if you’re in your 40s, 50s, or 60s?

Has the time passed? Or can you still enjoy the benefits of becoming your own banker?

In this week’s episode, Dave and Paul explore the spectrum of IBC in terms of when the *ideal* time to get in is.. But also the age-ranges that can still utilize IBC to great benefit.

Additionally, the fellas discuss more situations and circumstances where IBC can help, the “whiplash” years, what you should be doing in your peak earning years, and much more!

Episode Highlights:

(0:00) - Introduction

(1:17) - Episode beginning

(3:59) - You aren’t too old to start IBC

(9:06) - The best time to start…

(10:20) - The relationship between the cash value and the death benefit

(11:56) - Peak earning years and lifestyle creep

(16:39) - “Whiplash” years

(22:48) - Roth IRAs and self-directed IRAs

29:05 - The government and $ (plus your money)

35:42 - For you younger people, convertible term

39:50 - 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