• Episode 145: Infinite Banking: If Your Financial Plan Has an "IF" at the End, You Don't Have a Plan

  • Nov 18 2024
  • Length: 45 mins
  • Podcast

Episode 145: Infinite Banking: If Your Financial Plan Has an "IF" at the End, You Don't Have a Plan

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  • Summary

  • 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 many Americans have a financial plan that rests on a series of “ifs”.


    Relying on things going right and not going wrong is no way to plan – especially when it comes to securing your financial future, and legacy.


    In this week’s episode, Dave and Paul break down some of the biggest “ifs” that you must face if you have a traditional financial plan.


    Episode Highlights:


    0:00 - Catching up, election, etc.

    8:19 - Child gets sick, disease

    11:50 - When a policy goes “cash on cash”

    13:30 - The traditional American financial plan

    14:35 - Some of the ‘ifs’, “If I can work through age 65”

    20:44 - The market isn’t meant to be “income producing”

    22:45 - “If tax rates remain the same (or go down)”

    27:05 - “This plan is going to succeed IF…”

    31:12 - “IF inflation comes down..”

    34:12 - “IF social security is still around..”

    34:49 - “IF I don’t get sick..”

    36:42 - “IF my children never need my help”

    44:09 - 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
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