John Montoya, John D. Perrings
Strategic Whole Life by Infinite Banking Authorized Practit…
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Strategic Whole Life by Infinite Banking Authorized Practit…
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When comparing the costs of term life insurance vs whole life insurance, we can't just compare the premium prices and call it a day.Because whole life insurance is an asset that builds equity, not all premiums are a true cost like they are with
In today's episode, we discuss a misleading IUL ad we found on Instagram. We break down the numbers to explain why this ad (and IUL in general) is, in our professional opinion, a smoke-and-mirrors game.Indexed Universal Life (IUL) is often tout
Today, we have a special guest, Dave Mozeika, co-founder of the cash flow platform called Currence.In episode 103, we discussed the problem of a lack of focus on savings and spending. Today's topic, Currence, is the solution to that problem.Cur
In this episode, we'll discuss how IBC positively affects every stage of life, from your first job and accumulation to retirement and transferring a financial legacy.Tune in!----EPISODE HIGHLIGHTS:(02:08) Starting Your Financial Journey: First
We have spent a lot of time discussing why paying premiums is great and why we should want to pay them for as long as possible. From an Infinite Banking perspective, why would we not want to capitalize our "bank" to the greatest extent possible
How and when should you use IBC to pay for expenses vs just paying cash?In this episode, we share a "recurring expense funds" model that proves the mechanics of using The Infinite Banking Concept to better pay for large recurring expenses.Subsc
Do you even *want* to get well financially?Humans tend to reject solutions to their problems. In the book Becoming Your Own Banker, Nelson Nash talks about the problem most people face: they do not have control over their need for financing thr
Buying things based on interest rates alone can be a big problem. We seeing the proof of that right now in the commercial real estate market where owners having to refinance at higher rates is causing fire-sales pretty much across the board.It'
Be sure to check the link below for additional resources in this episode!This week, we discuss the almost unreal financial potential of saving money. Yes, saving money.In today's world of unicorn startups, crypto, and all-time-high bull markets
This week, we talked to a real client, Ian King, who has an impressive professional life. Ian works full-time in enterprise tech but is also a business owner and successful real estate investor.Ian talks about how, by ditching his ego and focus
After publishing our 100th episode last week, we thought we'd take it back to basics for episode 101 and provide an "IBC 101" episode. Ten things you should know when getting started with The Infinite Banking Concept®.Join us as we discuss a li
In the 100th episode of the Strategic Whole Life Podcast, hosts John Montoya and John Perrings bring together two of their best clients, Declan Wilson, owner of Bannside Construction, an SF Bay Area general contracting company, and Brant Scheif
Welcome to STRATEGIC WHOLE LIFE (formerly The Fifth Edition) by Infinite Banking Authorized Practitioners.When people think of tax-advantaged financial assets, they often think of ROTH accounts and municipal bonds. It's often acknowledged that
Welcome to STRATEGIC WHOLE LIFE (formerly The Fifth Edition) by Infinite Banking Authorized Practitioners.In this episode, I was a guest on the Wealth Warehouse podcast with Dave Befort and Paul Fugere and also joined by Brandon Goswick and Nat
Welcome to STRATEGIC WHOLE LIFE (formerly The Fifth Edition) by Infinite Banking Authorized Practitioners.In this episode, we get into the essential attitudes that set buyers up to get the most out of their whole life insurance policy.Not surpr
Welcome to STRATEGIC WHOLE LIFE (formerly The Fifth Edition) by Infinite Banking Authorized Practitioners.In this week's episode, we compare policy loans from a whole life insurance policy vs. margin loans. When discussing policy loans used wit
Welcome to STRATEGIC WHOLE LIFE (formerly The Fifth Edition) by Infinite Banking Authorized Practitioners.In this episode, we talk with Walter Young, co-author of The Fifth Option, about a transformative approach to retirement income planning.W
Welcome to STRATEGIC WHOLE LIFE (formerly The Fifth Edition) by Infinite Banking Authorized Practitioners.Today's episode is for those spouses looking for ways to get their significant other on board with The Infinite Banking Concept. Let's wor
Welcome to STRATEGIC WHOLE LIFE (formerly The Fifth Edition) by Infinite Banking Authorized Practitioners.In today's episode, we get into a trend we've observed in the realm of whole life insurance. That is combining whole life with a specific
Welcome to STRATEGIC WHOLE LIFE (formerly The Fifth Edition) by Infinite Banking Authorized Practitioners.In episode 92, we will talk about "the banking function," a true revelation by Nelson Nash, and before the release of "Becoming Your Own B
Welcome to STRATEGIC WHOLE LIFE (formerly The Fifth Edition) by Infinite Banking Authorized Practitioners.In Episode 91, we debunk some of the most common misconceptions perpetuated in the world of financial planning.Join us as we get into some
Welcome to STRATEGIC WHOLE LIFE (formerly The Fifth Edition) by Infinite Banking Authorized Practitioners.In Episode 90, we talk about why whole life insurance is the ultimate cash asset. This episode sheds light on the best places for your mon
Welcome to STRATEGIC WHOLE LIFE (formerly The Fifth Edition) by Infinite Banking Authorized Practitioners.In episode 89, we explore the secret behind why using whole life insurance for IBC really works.Using the Law of Large Numbers and the pri
Welcome to STRATEGIC WHOLE LIFE (formerly The Fifth Edition) by Infinite Banking Authorized Practitioners.In episode 88 of the Strategic Whole Life podcast, we talk about the (mostly bad) advice some people get to max out the loan provision imm
Welcome to STRATEGIC WHOLE LIFE (formerly The Fifth Edition) by Infinite Banking Authorized Practitioners.Don't Separate Base Premium and PUA When Buying Whole Life InsuranceIn episode 87, we talk about the risks of looking at base whole life p
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