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Wealth Warehouse

Wealth Warehouse

227 episodes — Page 3 of 5

Ep 125Episode 124: Infinite Banking: The Importance of Repaying Policy Loans

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 hit on a topic that is familiar, but still quite important to the process of Infinite Banking – loan repayment.All too often, people forget the function of loans in IBC, as well as their importance to the company that you are a part owner of.The guys also let you in on why you shouldn’t concern yourself with loan rates and what you need to do to get the right mentality and start thinking like a business owner.Episode Highlights:0:00 - Introduction0:27 - Episode beginning0:59 - Some context on the episode3:20 - Eric Maddox7:32 - This isn’t the “end all be all”11:18 - Loans and repayments of loans15:39 - Looking at the rates19:08 - The importance of repayment22:47 - Start thinking like a business owner25:12 - Episode wrap-upABOUT 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. 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: [email protected]

Jun 24, 202428 min

Ep 124Episode 123: Infinite Banking: Success is Your Duty

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 discuss the nature of creating wealth and the necessity behind it – both for yourself, and your loved ones.From investing in your own education and increasing your means - to schooling the next generation in the ways of financial success, the fellas will tell you why success should be your duty!Episode Highlights:0:00 - Introduction0:27 - Episode beginning4:51 - Some exciting news for Paul!5:51 - Listener question: If you could invest in a business…7:37 - How much capital do you have access to?10:36 - “Success is your duty”12:10 - Being behind the “power curve”17:10 - Investing in yourself and your own education22:35 - You need to increase your means26:38 - Taking success into your own hands29:15 - Most efficient way to pass on wealth..32:31 - Some book and video recommendationsABOUT 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. 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: [email protected]

Jun 17, 202437 min

Ep 123Episode 122: Infinite Banking: The Benefits of Creating Friction Between You and Your Capital

Becoming Your Own Banker by Nelson Nash: https://infinitebanking.org/product/becoming-your-own-banker/ref/46/Sometimes the best play you can make is to simply be patient – and this is something that IBC actually encourages.In this week’s episode, Dave and Paul explain how Infinite Banking is set up to create “friction” between you and your capital. In other words, it’s the perfect blend of accessibility and juuuust enough steps to help slow you down before you jump on an opportunity.From discouraging FOMO investing habits and giving you time to reflect on potential opportunities, to actually explaining the process itself – you’ll learn how this feature helps you in the short and long term.Episode Highlights:(0:00) - Introduction(0:27) - Episode beginning(3:48) - A question about home equity(6:51) - Where else do you get back…(8:06) - Criticism of payment for services(12:33) - The value of creating friction(20:01) - Instead of diversification, trying concentration(23:54) - Some more friction benefits(29:48) - Episode wrap-upABOUT 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. 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: [email protected]

Jun 10, 202431 min

Ep 122Episode 121: Infinite Banking: Who's the "Business Partner" in Your Financial Plan?

Becoming Your Own Banker by Nelson Nash: https://infinitebanking.org/product/becoming-your-own-banker/ref/46/In life, it’s important to consider where you decide to place your time, money and effort.Similarly, when it comes to growing your wealth – you need to pick a “partner” to grow it with. Will it be the bank? Your home? A 401K?In this week’s episode, Dave and Paul talk about the philosophy behind picking your financial “partner” – and why it should be IBC.Episode Highlights:0:00 - Introduction0:27 - Episode beginning3:09 - When it comes to our money, what choices do we have?6:26 - Who would you choose to partner with?9:51 - Where is your tax-free bucket of income?16:45 - The difference of accumulating capital in different places23:28 - The indirect effect of having access to capital28:47 - Other places we may store capital (that we shouldn’t)32:19 - Breaking down “tax advantaged”36:26 - Episode wrap-upABOUT 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. 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: [email protected]

Jun 3, 202437 min

Ep 121Episode 120: Infinite Banking: Policy Loans vs Bank Loans (Part 2)

Becoming Your Own Banker by Nelson Nash: https://infinitebanking.org/product/becoming-your-own-banker/ref/46/In the follow-up to last week’s episode – Dave and Paul revisit loans and why IBC offers a much stronger line-up of benefits when compared to the banks.In this episode the fellas cover some of the comparative advantages that infinite banking has – namely, how the loans are structured, repayment terms, and access to money.Not only do they give you their experiences using IBC compared to banking, they also let you know the benefits they’ve experienced and opportunities they’ve seized from practitioners themselves.Episode Highlights:0:00 - Introduction0:27 - Episode beginning1:45 - How loans are structured4:35 - Repayment terms6:48 - Banks don’t take risk11:22 - What happens if you don’t pay back your loan14:08 - Tax implications15:57 - What it comes down to17:15 - Prioritizing your capital19:43 - Episode recapABOUT 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. 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: [email protected]

May 27, 202420 min

Ep 120Episode 119: Infinite Banking: Policy Loans vs Bank Loans (Part 1)

Becoming Your Own Banker by Nelson Nash: https://infinitebanking.org/product/becoming-your-own-banker/ref/46/In this week’s first of two parts – Dave and Paul revisit loans and why IBC offers a much stronger line-up of benefits compared to someone else’s banking system.From how these loans function on the banking and IBC side, the differences in accessibility to even where the bank gets its money from, the fellas will give you everything you need to know on the broad arguments on Infinite Banking vs. traditional banking.Episode Highlights:0:00 - Introduction0:27 - Episode beginning2:02 - Listener question5:55 - Policy loans vs. bank loans8:02 - Accessibility12:05 - Biggest factor for a bank when it comes to a loan15:18 - Debt to income ratio17:35 - Where does the bank get its money from?19:38 - Interest rates24:25 - Episode wrap-upABOUT 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. 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: [email protected]

May 20, 202425 min

Ep 119Episode 118: Infinite Banking: Increasing Your Income vs Cutting Expenses - Where Should I Focus?

Becoming Your Own Banker by Nelson Nash: https://infinitebanking.org/product/becoming-your-own-banker/ref/46/It’s often been said by Dave and Paul that IBC is about mindset. That’s true when it comes to the process of infinite banking – but it’s also true when it comes to your perspective on making and spending money.In this week’s episode, the guys talk about where your focus and effort should be directed when it comes to growing your income vs. cutting your expenses.Is the path to financial freedom paved with rice and beans – or opportunity and productivity? The fellas break it all down and let you know what you should be thinking about the most.Episode Highlights:0:00 - Introduction0:27 - Episode beginning2:35 - “95% of your time and effort should be spent on…”5:31 - Focusing on income vs. cutting expenses9:12 - Where you focus is where you’re going to get results12:38 - Increasing your productivity and looking for opportunities15:23 - You don’t need to get all your money from just one place18:25 - Make yourself more valuable, being an “expert”21:56 - Passion is the key23:21 - Closing thoughtsABOUT 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. 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: [email protected]

May 13, 202426 min

Ep 118Episode 117: Infinite Banking: Is Whole Life Insurance Premium an "Expense" or an "Asset"?

Becoming Your Own Banker by Nelson Nash: https://infinitebanking.org/product/becoming-your-own-banker/ref/46/Having the correct mindset is absolutely essential when it comes to running your own banking system.While we know that IBC can fall victim to influencers and grifters online – it can also fall victim to misinterpretation as an “expense”.. Rather than an asset that not only grows your wealth, but ensures that your family and loved ones will be supported in perpetuity.In this week’s episode, Dave and Paul examine the idea that IBC, or insurance – being viewed as an expense. When it comes to life insurance, that certainly isn’t the case, and they’ll tell you exactly why.Episode Highlights:0:00 - Introduction0:27 - Episode beginning2:57 - Home equity and HELOCs7:49 - Thinking of insurance as an “expense” vs. an asset10:21 - Comparing other types of insurance to life insurance15:39 - Another point of distinction19:15 - Life insurance replaces the “future value” of a loss25:32 - Has your *insert here* insurance gone up?29:39 - The future is unknown – premium is the solution31:16 - Another point of comparison w/ “regular” insurance35:09 - Re-framing the conversation w/i this episode37:05 - Episode wrap-upABOUT 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. 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: [email protected]

May 6, 202440 min

Ep 117Episode 116: Infinite Banking: Listener Q&A Session

In this week’s episode, Dave and Paul are answering YOUR questions from the comments..From the philosophy behind taking out policy loans and why loans shouldn’t be feared in general – to 10/90 policy designs and the easiest way to expand your bank..If you’re poking around the IBC concept and looking to learn more, this episode is a great place to start!Becoming Your Own Banker by Nelson Nash: https://infinitebanking.org/product/becoming-your-own-banker/ref/46/Episode Highlights:0:00 - Introduction0:27 - Episode beginning1:55 - Responding to some more comments4:40 - Explaining the concept8:09 - Some recommended reading11:38 - Recommendations for people looking to learn more14:28 - Revisiting the “lawnmower epiphany”15:30 - Loans should not be feared20:41 - Tithing26:03 - Easiest way to keep expanding your bank30:51 - 10/90 Policy Design35:01 - Episode wrap-upABOUT 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. 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: [email protected]

Apr 29, 202436 min

Ep 116Episode 115: Infinite Banking: Playing Hardball With IBC Haters

If you’ve listened to even a handful of episodes, you know that IBC comes under constant fire from people that don’t understand the process and most importantly – the benefits.Between 401k believers, CFPs and internet commentators to the influencers and talking heads like Dave Ramsey – there is no shortage of critics and detractors looking to discourage the process of becoming your own banker.Whether it’s trolls on the internet, or “Uncle Bob” at Thanksgiving, Dave and Paul take this episode to help you navigate the myriad of critiques you may encounter in the wild – and how you can respond..Becoming Your Own Banker by Nelson Nash: https://infinitebanking.org/product/becoming-your-own-banker/ref/46/Episode Highlights:0:00 - Introduction0:27 - Episode beginning3:24 - Responding to an IBC hater7:35 - The question of compensation14:23 - Can you setup your policy yourself?16:01 - “Insurance companies keep the cash value after you die”19:25 - “You have to pay interest to borrow your own money”22:05 - “IBC sounds risky”25:56 - “Only idiots buy whole life insurance”32:05 - “IBC is too good to be true”34:44 - Episode wrap-upABOUT 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. 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: [email protected]

Apr 22, 202436 min

Ep 115Episode 114: Infinite Banking: There Is NO Substitute For Life Insurance

In this week’s episode, Dave and Paul dive into the philosophical outlook on retirement.Why escape from your life? You should be creating income by doing what you want.. But most importantly, you should be covered come “retirement time” when you want to put up your feet and enjoy yourself..In this episode, the guys break down what life insurance really provides you – in terms of certainty, flexibility, and a safe hedge against life's problems.Becoming Your Own Banker by Nelson Nash: https://infinitebanking.org/product/becoming-your-own-banker/ref/46/Episode Highlights:0:00 - Introduction0:27 - Episode beginning3:09 - What’s the best investment in the world?11:05 - Key person insurance17:55 - What life insurance provides people24:06 - Hedging against the problems of life27:23 - Assets vs. guaranteed assets30:47 - Flexibility, options, certainty31:54 - The living benefits35:13 - Episode wrap-upABOUT 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. 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: [email protected]

Apr 15, 202437 min

Ep 114Episode 113: Infinite Banking: Why Everyone Needs an Income Plan, Not a Retirement Plan

It’s common for most people to fall into the mainstream thinking when it comes to retirement. The whole idea of “having enough” to retire and not considering what money you have coming in – is one of the biggest mistakes most people make.In this week’s episode, Dave and Paul challenge you to change your thinking about retirement – to change your mindset from “retirement planning” to “income planning”.They also touch on a great “IBC in Action” example, as well as some tips for managing your windfalls..Becoming Your Own Banker by Nelson Nash: https://infinitebanking.org/product/becoming-your-own-banker/ref/46/Episode Highlights:0:00 - Introduction0:27 - Episode beginning1:13 - Dave’s new painting and the investing analogy behind it4:13 - Treating your retirement like a business9:34 - IBC thought-in-action12:36 - Managing your windfalls16:43 - Retirement and income18:35 - How to analyze your “income plan”22:31 - Your personal economic situation25:36 - The passive income qualities of IBC27:24 - The opportunity cost of your income plan29:16 - Who’s in control?30:37 - Does your plan create income or just accumulate capital?37:26 - Episode wrap-upABOUT 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. 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: [email protected]

Apr 8, 202438 min

Ep 113Episode 112: Infinite Banking: Where Can You Find More Cash To Fund Your Premium?

There is always the issue of grasping the IBC concept in general. But when you do, you may find yourself looking to pay as much premium as possible.In this week’s episode, Dave and Paul explore some client stories and their own experiences expanding their own system – where to find extra premium and how you can get your policy going as quickly as possible! Becoming Your Own Banker by Nelson Nash: https://infinitebanking.org/product/becoming-your-own-banker/ref/46/Episode Highlights:0:00 - Introduction0:27 - Episode beginning0:46 - Paul’s metro adventures, Uber, getting older5:49 - Responding to a YouTube comment9:54 - “IBC in action”: How do I find additional cash for premium?15:26 - Dave’s experience w/ lump sum and a client16:54 - Thinking long range with premium21:01 - Who pays all the taxes?22:03 - Where can you find more premium?28:10 - IBC simplifies your life30:19 - Having your lifestyle under control32:43 - Good fits and poor fits36:11 - Episode wrap-upABOUT 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. 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: [email protected]

Apr 1, 202439 min

Ep 112Episode 111: Infinite Banking: Expanding Your System to Accommodate Future Income

There are a lot of “a-ha” moments in IBC that only come along once you’ve immersed yourself in this process for a little while.One of those moments is when people realize that they want to expand their system.. But how? Where do you start? In this week’s episode, Dave and Paul discuss this mindset in general – as well as ways that you can reorient your policy and start expanding it today.Becoming Your Own Banker by Nelson Nash: https://infinitebanking.org/product/becoming-your-own-banker/ref/46/Episode Highlights:0:00 - Introduction0:27 - Episode beginning3:01 - “IBC in action” and Paul’s construction loan saga6:25 - How did IBC fit into Paul’s construction process?9:52 - Adjusting your policy13:30 - Some ways you can expand the system?18:14 - The “how” for expanding20:59 - The best way to plan25:08 - Another strategy to add a little more room in your policy27:21 - A real-life example of “expanding your system”30:39 - Doubt and taking risks33:00 - Episode wrap-upABOUT 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. 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: [email protected]

Mar 25, 202433 min

Ep 111Episode 110: Infinite Banking: How To Cure Analysis Paralysis

It’s one of the biggest obstacles to you completely controlling the banking function of your life.. “Analysis paralysis”.From the “internal rate of return” to the interest rate in any given year – there are a million reasons to not begin your IBC journey.In this week’s episode, Dave and Paul discuss the hang-ups that most people run into before they make the leap into IBC.Becoming Your Own Banker by Nelson Nash: https://infinitebanking.org/product/becoming-your-own-banker/ref/46/Episode Highlights:0:00 -Introduction0:27 - Episode beginning1:31 - Responding to some comments7:54 - Analysis paralysis8:54 - Why do we have analysis paralysis?11:17 - It’s not mainstream16:32 - Focusing on the wrong thing18:54 - Paul doesn’t sweat the details20:53 - What it means to control the banking function in your life23:35 - Social proof25:56 - Episode wrap-upABOUT 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. 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: [email protected]

Mar 18, 202427 min

Ep 110Episode 109: Live From Las Vegas - The 2024 IBC ThinkTank Roundtable!

In this special episode, Dave and Paul hit the road for the 2024 IBC ThinkTank in Las Vegas!They are joined by colleagues and fellow IBC practitioners Brandon Goswick and Nate Dean of Cashflow Legendz Podcast: https://open.spotify.com/show/6kfNuRfndv5ES73LZ2sxB1?si=rfzzbDaJT1GRVvDmWMUhzg&nd=1&dlsi=042493071d6f49e1.. and John Perrings of Strategic Wealth Podcast: https://open.spotify.com/show/5eDLko3NJ5Jo3E6Sz6cK9n?si=h-hsHMdjRt-0s7WKF2QIMg&nd=1&dlsi=bff0a0f4c34b4d72The guys sit down to discuss the ThinkTank itself – but also IBC at large: where it’s headed, the power of the IBC community, it’s benefits for legacy, lifestyle, and much more!Becoming Your Own Banker by Nelson Nash: https://infinitebanking.org/product/becoming-your-own-banker/ref/46/Episode Highlights:(0:00) - Introduction(0:27) - Episode beginning(1:01) - Introducing the guests(2:07) - IBC is a giving community(4:32) - Protecting the IBC brand(6:10) - Communicating with clients(8:02) - “We’re not going to make it out alive”(9:18) - Leaving behind burdens(12:34) - How IBC helps a family(15:50) - We know what we got with IBC…(17:33) - “IBC is not a plan, it’s a lifestyle”(19:09) - “We’re matching a guaranteed event with a guaranteed contract”(19:53) - The best place to put your money(21:14) - Dave’s epiphany(24:32) - Rate of return vs. peace of mind(26:10) - IBC forces you to go step by step(28:10) - Closing thoughtsABOUT 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. 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: [email protected]

Mar 11, 202430 min

Ep 109Episode 108: Infinite Banking: Client Case Studies In Thinking Like a Banker

One of the biggest advantages to IBC.. is that you regain the control that the financial system took from you.Not only do you get to dictate terms, YOU get to make the rules. Like Nelson Nash intended (and America at large) – when you have your own banking system, you’re in control of your financial destiny.Tune into this episode to see what these benefits really look like.Becoming Your Own Banker by Nelson Nash: https://infinitebanking.org/product/becoming-your-own-banker/ref/46/Episode Highlights:0:00 - Introduction0:27 - Episode beginning4:03 - Client case study: dogma8:00 - Both/and mindset10:47 - “Use it or lose it”12:14 - Product vs. process16:09 - Second case study, buying a car23:56 - What it’s like to start thinking like a banker26:07 - Cash is king, car loans27:57 - Episode wrap-upABOUT 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. 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: [email protected]

Mar 4, 202431 min

Ep 108Dave and Paul Uncover their Podcasting Strategies and Tips

In this special, (non-IBC related) episode of Wealth Warehouse, Dave and Paul sit down with their very own podcast producer, Ryan Sullivan – to talk briefly about what it takes to keep this podcast up and running each and every week!If you’re interested in starting a podcast – this episode is a perfect sneak peek into what you can expect in terms of effort and rewards!Episode Highlights:0:00 - Introduction2:16 - Episode beginning3:12 - Some background on how the podcast started6:01 - What were you doing before the podcast?8:03 - Did you envision yourself becoming a podcaster?10:16 - Teaching what you know about14:05 - “Your prospects are watching somebody”15:15 - The co-host experience21:03 - Making a podcast (with help)25:29 - The beauty of a podcast28:55 - Any tips for new creators?31:05 - Most podcasts… fail32:55 - “Don’t quit after the first month”35:02 - “For people looking to start a podcast”37:50 - Constructive feedback40:01 - Being authentic41:03 - Closing thoughtsABOUT 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. 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: [email protected]

Mar 1, 202443 min

Ep 113Episode 112: Infinite Banking: Where Can You Find More Cash To Fund Your Premium?

Notes here

Mar 1, 202439 min

Ep 107Episode 107: Infinite Banking: Should I Add a Lump Sum to My Policy in the First Year? Pros and Cons

In this week’s installment of Wealth Warehouse – Dave and Paul explore a little-known strategy that can help IBC users kick-start their own banking system.The fellas will take you through the “lump sum” strategy, what it is as well as its practical application for IBC. From the pros and cons – to the biggest advantages and how you can utilize this strategy today, you’ll have all the information you need to understand this tactic and see if it can work for you!Becoming Your Own Banker by Nelson Nash: https://infinitebanking.org/product/becoming-your-own-banker/ref/46/Episode Highlights:0:00 - Introduction0:27 - Episode beginning1:35 - Sharing an email from a client4:40 - OPAI riders6:55 - Dave and Paul weigh in on the “lump sum”8:15 - What is the “lump sum”?9:37 - Advantages to this strategy13:34 - Your money has to reside somewhere16:11 - Dave’s approach to this strategy19:31 - Some of the “cons”21:34 - Eating up insurability and promoting poor habits25:31 - Using up your PUA room26:49 - Using your capital and the PDF Max35:33 - Episode wrap-upABOUT 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. 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: [email protected]

Feb 26, 202437 min

Ep 106Episode 106: Infinite Banking: The Importance of Adequate Death Benefit & A Good Use For Your 401k In Retirement

The guys have said it time and time again.. The death benefit is nothing to be downplayed.Nobody said IBC is simple – and this episode is evidence that you need to have adequate guidance when it comes to managing a financial system like this.Dave and Paul will give you the straight facts for why death benefit is nothing to overlook – as well as a nifty way to shift your 401k savings into a safer, more profitable spot..Becoming Your Own Banker by Nelson Nash: https://infinitebanking.org/product/becoming-your-own-banker/ref/46/Episode Highlights:0:00 - Introduction0:27 - Episode beginning2:20 - Update on Paul’s construction loan5:11 - Listener question10:05 - The importance of the death benefit12:31 - “Let’s imagine you own a machine”16:55 - The house analogy19:04 - Two things are guaranteed20:45 - For those close to retirement w/ a 401k24:19 - You’re better off learning nothing than learning the wrong thing27:33 - Construction on Paul’s new house28:16 - Episode wrap-upABOUT 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. 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: [email protected]

Feb 19, 202431 min

Ep 105Episode 105: Infinite Banking: How Many Policies Should I Start?

Now that Wealth Warehouse has moved past 100 episodes, it can become easy to get lost in the complexities of Nelson Nash’s groundbreaking personal banking system.In this week’s episode, Dave and Paul circle back to one of the core topics in IBC: starting a policy.What seems like a simple concept can become suddenly more complicated when you add in family members. How do you position yourself and your loved ones so they can get the maximum protection and value?Tune in to find out!Becoming Your Own Banker by Nelson Nash:https://infinitebanking.org/product/becoming-your-own-banker/ref/46/Episode 33, “Cash Value, When to Start Another Policy and the 10/90 Design”https://www.youtube.com/watch?v=ZIgHjE4qcGkEpisode 34, “The Notorious "MEC" and How to Avoid It”https://www.youtube.com/watch?v=HKnorohzlzA Episode Highlights:0:00 - Introduction0:27 - Episode beginning, an update on Paul’s construction loan3:59 - “Paul, why do you own so many policies?”8:01 - How many policies should I start with?12:51 - Why would you need more policies?18:45 - The right type of policy20:45 - “The shorter the payment period…”26:12 - The reliability of the IBC asset28:10 - Thinking long-term and a little sacrifice31:44 - 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.Catch up with David and Paul, visit the links below!Website: https://infinitebanking.org/agents/Fugere494https://infinitebanking.org/agents/Befort399LinkedIn:https://www.linkedin.com/in/david-a-befort-jr-09663972/ https://www.linkedin.com/in/paul-fugere-762021b0/ Email: [email protected]

Feb 14, 202433 min

Ep 104Episode 104: The Genius of Nelson Nash Through His Book "Building Your Warehouse of Wealth"

In this week’s episode, the fellas take a look at the late Nelson Nash’s follow-up book to “Becoming Your Own Banker” – “Building Your Warehouse of Wealth”.They discuss some of the themes in the books as well as the most impactful and relevant sections – both to IBC users and people in our financial system in general.Warehouse of Wealthhttps://infinitebanking.org/product/building-your-warehouse-of-wealth/Becoming Your Own Banker by Nelson Nash: https://infinitebanking.org/product/becoming-your-own-banker/ref/46/Episode Highlights:(0:00) - Introduction(0:27) - Episode beginning(1:37) - Paul’s loan process update(6:32) - Reviewing Nelson’s second book, “Warehouse of Wealth”(8:15) - “Conventional wisdom has led the world into financial slavery”(10:36) - Readability and the overall themes(12:30) - We’ve become lazy(16:18) - “Some things for you to ponder”(18:41) - You’re better off learning nothing than doing the wrong thing(20:04) - It can be up to us(21:26) - The benefits of working with people you trust(23:29) - An alternative asset(29:46) - Exposing the lies, Nelson’s predictions(32:39) - Episode wrap-upABOUT 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. 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: [email protected]

Feb 5, 202436 min

Ep 103Episode 103: Infinite Banking: There Is Only One Pool Of Capital

In this week’s episode, the fellas take a look at IBC’s “one pool of capital” and why understanding this cracks the code as to why the infinite banking system is the answer to your capitalization problems.And the guys aren’t just talking about starting a business.. They’re talking about sending your kids through college, buying a house, financing the things of life.Becoming Your Own Banker by Nelson Nash: https://infinitebanking.org/product/becoming-your-own-banker/ref/46/Episode Highlights:0:00 - Introduction0:27 - Episode beginning6:13 - Email from a client, “first loan and investment”9:07 - The way we’ve been taught to think about our finances11:35 - “There is one pool of capital”15:43 - Separating yourself from your capital20:21 - What Nelson predicted24:14 - What’s guaranteed in life?25:50 - Being efficient with your money29:05 - The monetary value of a college degree33:28 - How much do you want to control?36:01 - You can go through underwriting if you’re baldABOUT 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. 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: [email protected]

Jan 29, 202437 min

Ep 102Episode 102: The Infinite Banking Concept Explained

In this week’s episode, Dave and Paul take a look at an “oldie but a goodie” – Dave’s very own “Infinite Banking Concept Explained” episode!Not only can you find the original video below, you can also hear Dave and Paul’s exclusive commentary on all the big highlights.From the creation of your own bank to the opportunities you open yourself up to down the line, the fellas will flesh out all the big benefits and value that you get from starting your very own banking system.Infinite Banking Concept Explained:https://www.youtube.com/watch?v=4fSMlg4i7pk&t=203sBecoming Your Own Banker by Nelson Nash: https://infinitebanking.org/product/becoming-your-own-banker/ref/46/Episode Highlights:0:00 - Introduction0:27 - Episode beginning1:08 - Paul’s trip to Italy4:02 - Some context for this episode6:49 - How to control your wealth8:57 - Life insurance is not an investment11:19 - The benefits of having opportunities14:49 - The mortgage analogy for IBC18:41 - How do we create our own bank?21:10 - What does “mutually owned” mean?24:25 - Repayment27:48 - With IBC it doesn’t matter..29:17 - Episode wrap-upABOUT 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. 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: [email protected]

Jan 22, 202433 min

Ep 101Episode 101: IBC Roundtable With Our Clients Part 2 of 2

David and Paul are happy to welcome our Wealth Warehouse guests and clients Ryan, Wes, David and Rebekah back for the continuation of this special 100th episode..In this week’s episode, you’ll hear the rest of the discussion between Dave, Paul and their clients. They’ll cover more of what IBC has done for their family, for their lives and for their wealth-building opportunities.If you’re a prospective IBC user and you want to hear some more down-to-earth real-life IBC stories, this is absolutely the episode for you!!Becoming Your Own Banker by Nelson Nash: https://infinitebanking.org/product/becoming-your-own-banker/ref/46/Episode Highlights:0:00 - Introduction0:27 - Episode introduction4:26 - Episode beginning9:24 - “It’s only limited by your own imagination”11:19 - “This is not complex”14:19 - Ryan’s plans for his IBC future21:10 - You want to take less risk with your capital22:32 - Analyzing some of Wes’ opportunities25:10 - “Just capitalizing” and the Wallers’ decision matrix30:36 - Controlling your own capital31:49 - Final thoughts and parting words for anybody considering IBCABOUT 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. 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: [email protected]

Jan 15, 202438 min

Ep 100Episode 100: 100th Episode! IBC Roundtable With Our Clients Part 1 of 2

David and Paul are happy to welcome our Wealth Warehouse guests and clients Ryan, Wes, David and Rebekah for this special 100th episode...To commemorate this awesome podcasting achievement, the fellas are bringing you something a little special this week…In this week’s episode you’ll be hearing from Dave and Paul’s real-life clients on all things IBC!! From how they first started and heard of the practice – all the way to how they’ve capitalized and secured their legacy, financial literacy for the next generation and much more!If you’re a prospective IBC user and you want to hear some more down-to-earth real-life IBC stories, this is absolutely the episode for you!!Episode Highlights:0:00 - Intro0:29 - episode Beginning1:53 - Introduction to all of the guests5:26 - How Ryan heard about infinite banking7:20 - How IBC has given Ryan opportunities9:26 - How Wes got started with IBC11:21 - Having a network14:07 - How the Waller’s discovered IBC17:58 - IBC and spouses20:36 - How has IBC changed the way you think about money?22:40 - IBC and legacy24:51 - How IBc has impacted Wes’ life31:15 - Episode wrap-upABOUT 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. 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: [email protected]

Jan 8, 202432 min

Ep 99Episode 99: Interview #2 with Billion Dollar Fund Manager & "Sound of Freedom" Executive Producer Paul Hutchinson

Welcome to the continuation of a special episode of Wealth Warehouse, where Dave and Paul are joined by Paul Hutchinson, a successful business owner, investor, and philanthropist.Paul has dedicated his life to creating a world where every child can experience safety, freedom, and hope.In part two of the guy’s interview with Paul, they focus in on his business experience running investment funds, starting out in sales and his philosophy to making money as well as making a real impact.Paul Hutchinson, a successful business owner, investor, and philanthropist, has dedicated his life to creating a world where every child can experience safety, freedom, and hope.In 2017, Paul founded the Child Liberation Foundation, and has led or held a critical role in over 70 undercover rescue missions in 15 countries. Through his foundation, and others that he has helped to start and fund, over 5,000 children have now been liberated. Paul is the primary investor and Executive Producer of the film “Sound of Freedom''. The film highlights one of the largest child rescue missions in history – with over 120 victims being liberated – in which Paul himself held a pivotal role.In his professional career, Paul’s most notable accomplishment was co-founding a successful investment fund which he retired from in 2017. He has been the keynote speaker to royalty and at family office conferences on 6 continents. Paul Hutchinson is known and respected worldwide for his professional accomplishments and for the profound impact he is making in the lives of millions.https://www.paulhutchinsonofficial.com/https://web.liberatechildren.org/https://liberating-humanity.com/Episode Highlights:0:00 - Introduction3:00 - Episode beginning3:31 - The “business” side of Paul Hutchinson5:35 - How Paul got started in business9:33 - Building teams11:45 - Step 1 w/ starting a business13:15 - “Scarce resources”15:48 - Creating real wealth19:24 - “What qualities do you look for in people?”24:19 - “Learn to listen”25:15 - Legacy29:47 - Episode wrap-upABOUT 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. 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: [email protected]

Jan 1, 202432 min

Ep 98Episode 98: Summarizing the Most Popular Episodes of 2023 & Getting Back to the Basics

As 2023 comes to a close, Dave and Paul review some of the most popular and impactful episodes they’ve done in the past year. From the basics of fractional reserve banking, the “Wealth Pyramid” and the most common objections to IBC.. the fellas review some of the most viewed topics of the last year and give you the bottom line.Becoming Your Own Banker by Nelson Nash: https://infinitebanking.org/product/becoming-your-own-banker/ref/46/Topics reviewed this episode 👇Episode 49: The Wealth Pyramid and Should You Contribute to Your 401k for the Match?https://www.youtube.com/watch?v=4qbRBX3zSugEpisode 52: Fractional Reserve Banking, Inflation and the Federal Reservehttps://www.youtube.com/watch?v=WEXwmxbHCK4Episode 55: Back to the Basics: Sequencing Your Capital & Loan Repaymentshttps://www.youtube.com/watch?v=_gYWrcTzRdQ&feature=youtu.beEpisode 60: 7 (Invalid) Whole Life Insurance Objectionshttps://www.youtube.com/watch?v=YTx-hJXyQ_o&feature=youtu.beEpisode 63: Creating the IBC Family Banking Systemhttps://www.youtube.com/watch?v=Dn-UPC4NWqIBecoming Your Own Banker by Nelson Nash: https://infinitebanking.org/product/becoming-your-own-banker/ref/46/Episode Highlights:0:00 - Introduction0:27 - Episode beginning6:05 - Going back through the best of “Wealth Warehouse”7:27 - The basics of fractional reserve banking13:51 - Some common invalid objections20:03 - Planning for other family members22:53 - The wealth pyramid26:13 - The family banking system29:44 - FOMO33:03 - Sequencing your capital36:12 - Episode wrap-upABOUT 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. 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: [email protected]

Dec 25, 202338 min

Ep 97Episode 97: Wealth Warehouse Christmas 2023 Presents "The 12 Days of Banking"

In this week’s episode, Dave and Paul put their own IBC-spin on “The 12 Days of Christmas” – the very first iteration of.. “The 12 Days of Banking”. From securing a tax-free retirement and uninterrupted compounding to being easy to manage and guaranteed – the fellas will take you through 12 BIG reasons why you will be thankful for your whole life policy.Becoming Your Own Banker by Nelson Nash: https://infinitebanking.org/product/becoming-your-own-banker/ref/46/Episode Highlights:0:00 - Introduction0:27 - Episode beginning5:02 - The “12 Days of Banking”6:08 - “Generational wealth”9:32 - “Guaranteed to be there”11:00 - “Easy to manage”13:36 - “Tax-free retirement”15:49 - “Zero volatility”18:57 - “Uninterrupted compounding”21:04 - “Easy legacy planning”24:47 - “The Golden Rule”28:24 - “No hidden fees”30:42 - “Loans at my disposal”32:08 - “Tax advantages”35:24 - “Control over my capital”37:35 - Episode wrap-upABOUT 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. 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: [email protected]

Dec 18, 202338 min

Ep 96Episode 96: How Do I Know Who to Trust Online When Researching Infinite Banking?

It’s hard enough to grasp the concept of IBC – and to make it even more difficult, there is tons of misinformation about IBC on the internet which teaches newcomers the wrong way to do infinite banking.In this week’s episode, the guys give you a crash course in researching the infinite banking concept. Not only will you learn about the red flags you should be on the lookout for from “finfluencers” – but you’ll also gain a better understanding of why the information they are spreading doesn’t work in the first place.For all you newcomers – make sure you don’t miss this episode!Episode 29: Universal life vs. whole life for the purposes of IBChttps://www.youtube.com/watch?v=D7GHRfLcVYQ&t=2sBecoming Your Own Banker by Nelson Nash: https://infinitebanking.org/product/becoming-your-own-banker/ref/46/Main Episode Description:0:00 - Introduction0:27 - Episode beginning3:04 - “The noise”4:05 - Different types of noise9:30 - The IUL crowd16:32 - The difference between IULs and whole life insurance23:10 - One of the biggest risks for IULs26:05 - Using whole life insurance to get rich31:30 - Some other red flags36:44 - Take a look at your whole life contractABOUT 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. 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: [email protected]

Dec 11, 202339 min

Ep 95Episode 95: Our Interview With Paul Hutchinson, Executive Producer Of The Film "Sound of Freedom"

In this special episode of Wealth Warehouse, Dave and Paul are joined by Paul Hutchinson, a successful business owner, investor, and philanthropist.Paul has dedicated his life to creating a world where every child can experience safety, freedom, and hope.In 2017, Paul founded the Child Liberation Foundation, and has led or held a critical role in over 70 undercover rescue missions in 15 countries. Through his foundation, and others that he has helped to start and fund, over 5,000 children have now been liberated. Paul is the primary investor and Executive Producer of the film “Sound of Freedom''. The film highlights one of the largest child rescue missions in history – with over 120 victims being liberated – in which Paul himself held a pivotal role.In his professional career, Paul’s most notable accomplishment was co-founding a successful investment fund which he retired from in 2017. He has been the keynote speaker to royalty and at family office conferences on 6 continents. Paul Hutchinson is known and respected worldwide for his professional accomplishments and for the profound impact he is making in the lives of millions.Paul joins Wealth Warehouse to talk about “Sound of Freedom” and his experiences liberating victims, as well as how he got involved in giving back and his calling in the first place.Child Liberation Foundation: https://web.liberatechildren.org/Liberating Humanity: https://liberating-humanity.com/about-liberating-humanity/Connect with Paul: https://www.paulhutchinsonofficial.com/Episode Highlights:0:00 - Introduction1:56 - Episode beginning2:55 - Some background on Paul Hutchinson and his foundation7:28 - The Sound of Freedom13:15 - Trauma and how it continues happening16:16 - Fighting evil21:38 - Dealing with trauma and tips for keeping your kids safe28:24 - How society is changing33:20 - How you can help Paul’s cause36:51 - Wrap-upABOUT 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. 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: [email protected]

Dec 4, 202339 min

Ep 94Episode 94: Infinite Banking: Why We Never Try To "Sell" Anyone On IBC

IBC is more than a casual investment – it’s a way of life. To start, you need to understand the problem you’re trying to solve and why IBC is the best solution for it.In this week’s episode, Dave and Paul examine IBC’s “caught not taught” phenomenon and how that factors into who they work with, and why they never really sell anyone on IBC.Becoming Your Own Banker by Nelson Nash: https://infinitebanking.org/product/becoming-your-own-banker/ref/46/Check out the Wealth Warehouse playlist:https://www.youtube.com/playlist?list=PLls6G200f3ONozwAzu4KAIg0l11gZZoZKEpisode Highlights:0:00 - Introduction0:27 - Episode beginning2:32 - 100th episode6:09 - Being sold on something10:28 - It’s caught not taught19:20 - The IBC process24:45 - Another powerful resource28:38 - Wrap-upABOUT 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. 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: [email protected]

Nov 27, 202331 min

Ep 93Episode 93: Infinite Banking: How Much Premium Should I Pay?

It’s a common question for most newcomers: how much premium do I really need to pay?It’s different for everyone – but there are two key requirements that your premium payment needs to satisfy. The fellas will take you through how you can assess whether your premium is tuned juuuust right.Approaching your premium with the right mentality is absolutely essential when it comes to establishing your own banking system, so make sure you tune into this week’s show to make sure you aren’t missing out!Episodes you should check out:Episode 33: Q&A cash value when to start another policy and 10/90https://www.youtube.com/watch?v=ZIgHjE4qcGkEpisode 29: Universal life vs. whole life for the purposes of IBChttps://www.youtube.com/watch?v=D7GHRfLcVYQ&t=2sEpisode 18: How does convertible term insurance fit into the IBC strategyhttps://www.youtube.com/watch?v=r0KrnFOdc1EBecoming Your Own Banker by Nelson Nash: https://infinitebanking.org/product/becoming-your-own-banker/ref/46/Episode Highlights:0:00 - Introduction0:27 - Episode beginning5:42 - Question from Will C.10:24 - How much should I be paying in premium?11:35 - How much can you pay?16:56 - Your premium should fit two requirements21:09 - Managing your premium properly28:33 - Now I have my premium, who do I insure first?34:13 - Episode wrap-upABOUT 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. 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: [email protected]

Nov 20, 202336 min

Ep 92Episode 92: IBC: The Swiss Army Knife of Retirement Planning

In this week’s episode Dave and Paul examine how IBC can affect your retirement in a massive way. From insulating you from market volatility to giving you the freedom to spend and even guard against the ultimate unexpected circumstance.You’ll just have to tune in to get the key steps you need to follow to make sure that your retirement is properly guarded against inflation, market volatility, and much more!Listen to Episode 32 here:https://www.youtube.com/watch?v=As5LxkhmKBoBecoming Your Own Banker by Nelson Nash: https://infinitebanking.org/product/becoming-your-own-banker/ref/46/Episode Highlights:0:00 - Introduction0:27 - Episode beginning3:05 - Using IBC as a retirement tool6:41 - Your passive income years10:38 - One of the big drawbacks with Roth15:22 - Anyone can do IBC18:35 - How IBC functions as a volatility buffer25:04 - Freedom to spend28:12 - Dealing with the unexpected30:42 - How am I gonna fund this in retirement?32:01 - Wrapping up, what IBC can do for you in retirementABOUT 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. 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: [email protected]

Nov 13, 202336 min

Ep 91Episode 91: What Does Jeff Bezos Do That We Can Do Also?

How do some of the richest men in the world fund their lifestyles? How do they use the tax code to their advantage to keep their money working for them?In this episode, Dave and Paul explore these questions and more specifically, Jeff Bezos and how he is able to navigate the financial system with ease. The fellas look at why it makes sense to leverage an asset, why IBC helps so much with the mortgage as well as the loan process and much more!WATCH the clip from the video:https://www.youtube.com/watch?v=C_pKROQGwAkBecoming Your Own Banker by Nelson Nash: https://infinitebanking.org/product/becoming-your-own-banker/ref/46/Episode Highlights:0:00 - Introduction0:27 - Episode beginning2:42 - Opportunities and redirecting wealth4:52 - How does Jeff Bezos fund his lifestyle?9:11 - For real estate investors11:25 - It makes a lot more sense to leverage an asset18:56 - Money working in two places at once22:17 - The mortgage process with IBC27:34 - Episode wrap-upABOUT 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. 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: [email protected]

Nov 6, 202330 min

Ep 90Episode 90: Why the Interest Rate Environment Doesn't Matter When You're the Banker

In this week’s episode, the fellas talk about the current interest rates and why IBC is coming in sooooo clutch right now. So many people are having to pay an arm and a leg to access capital that you could already have if you were an IBC practitioner.Also – listen in to a common problem that Dave and Paul have run into from time to time with their clients – you won’t want to miss this tip as it could affect your ability to be an IBC practitioner in the future.Becoming Your Own Banker by Nelson Nash: https://infinitebanking.org/product/becoming-your-own-banker/ref/46/Episode Highlights:0:00 - Introduction0:27 - Episode beginning1:41 - An underwriting case study8:37 - Interest rates11:36 - Mortgages rising15:05 - A brief contradiction20:20 - “Putting the peas back up on the shelf”24:12 - When rates are low…30:16 - Episode wrap-upABOUT 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. 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: [email protected]

Oct 30, 202331 min

Ep 89Episode 89: What is "IBC Amnesia" and How Can It Be Avoided?

In this week’s episode, Dave and Paul talk about the essential principles that makes IBC what it really is – and their experience with straying away from those core guidelines. From their own policies and IBC philosophy, to client’s they’ve worked with and missteps they’ve witnessed – the guys will guide you through how you stay true to IBC and continue to grow your banking system.Episode Highlights:0:00 - Introduction0:27 - Episode beginning2:02 - Why do folks get into the infinite banking concept?7:15 - The one drawback9:24 - The “one and done” mentality12:15 - Arrival syndrome15:22 - Get ready for your windfalls19:52 - Fighting against “IBC” amnesia24:14 - Finding more knowledge28:12 - Going back to the source29:43 - Finding like-minded people33:19 - Episode wrap-upABOUT 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. 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: [email protected]

Oct 23, 202335 min

Ep 88Episode 88: Paying Extra PUA & Building a Business That is Guaranteed to Succeed

In this week’s episode, Paul and Dave dive into PUAs and why IBC users should be looking to add more room to their policies. Additionally, the guys cover a few common misconceptions surrounding IBC for new users, opportunity cost, framing your policies as a legitimate business, and much more!Becoming Your Own Banker by Nelson Nash: https://infinitebanking.org/product/becoming-your-own-banker/ref/46/Episode Highlights:0:00 - Introduction0:27 - Episode beginning3:11 - Paid up additions4:06 - The benefit of PUAs9:19 - Every little bit helps10:56 - A common IBC misconception12:31 - IBC is a business, banking is a business15:46 - Opportunity cost, thinking long-term20:08 - Looking at opportunity cost through an IBC lens27:14 - Nothing great is ever created overnight31:01 - Episode wrap-upABOUT 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. 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: [email protected]

Oct 16, 202332 min

Ep 87Episode 87: The Problem and The Solution With Paul Horsley

In this week’s episode Dave and Paul are joined by their first ever guest – Paul Horsley!Paul is a good friend of Dave and Paul, an IBC Practitioner, world traveler, critical thinker, and an author. Paul joins the guys to share his story of how he discovered "the problem" first-hand and was able to find "the solution" in the Infinite Banking Concept.Paul creatively and simply explains the Infinite Banking Concept in his book “Why The Rich Don't Die Broke”, which can be found on Amazon: https://www.amazon.com/Why-Rich-Dont-Die-Broke/dp/1720902453/ref=tmm_pap_swatch_0?_encoding=UTF8&qid=1696425669&sr=8-2Becoming Your Own Banker by Nelson Nash: https://infinitebanking.org/product/becoming-your-own-banker/ref/46/Episode Highlights:0:00 - Introduction0:27 - Episode beginning1:14 - Guest introduction4:26 - How Paul got started with IBC6:08 - How long did it take you to grasp IBC?9:21 - Opportunities13:07 - How IBC is “caught not taught”15:18 - Exposing “the problem”19:53 - Traditional guarantees and dealing with inflation24:24 - Wrap-upABOUT 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. 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: [email protected]

Oct 9, 202325 min

Ep 86Episode 86: The Costs of NOT Doing Infinite Banking

In this week’s episode, Dave and Paul take a break from taking you through the benefits of IBC to talk about what you would miss if you didn’t do IBC.From getting control over your finances and future, to living benefits, recapturing taxes and more, the fellas will take you through what you’re missing out on if you never get you very own banking system setup.Episode 69, “The "Unseen" Advantages to Becoming Your Own Banker”https://www.youtube.com/watch?v=fpsrkU9PxcsEpisode Highlights:0:00 - Introduction0:27 - Episode beginning1:59 - “What’s the cost of this?”6:19 - You can’t multiply every dollar you have8:25 - We’ve been trained to think “either/or”9:23 - Living benefits13:36 - Recapturing taxes18:01 - interest20:20 - recycling your money22:14 - The intangibles of seeing opportunities that you wouldn’t have been looking for27:24 - Creating a legacy2:55 - 4:54IN: “First and foremost”OUT: “you get to make the rules”24:04 - 25:49 IN: “Think of somebody in your life”OUT: “if you don’t have access to capital.”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. 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: [email protected]

Oct 2, 202335 min

Ep 85Episode 85: What We Learned About IBC While Bird Hunting

Learning IBC can often involve many parallels between the principles you need to learn and things you already do in your own life.In this week’s episode, Dave and Paul reflect on their recent bird hunting trip and some parallels they drew between those experiences with the principles of IBC. From knowing your environment and controlling it, to having discipline, patience and the “appropriate equipment”.If you’re a hunter, you’ll really wanna make sure to tune into this episode – but newbies alike still shouldn’t miss out!Becoming Your Own Banker by Nelson Nash: https://infinitebanking.org/product/becoming-your-own-banker/ref/46/Main Episode Highlights:0:00 - Introduction0:27 - Episode beginning3:05 - Drawing some analogies between IBC and hunting3:48 - Having the “appropriate equipment”6:02 - Sharing like ammunition7:11 - Having an expert guide13:03 - Teaching the next generation14:51 - Having good bird dogs16:18 - The need for discipline and patience18:25 - Be ready21:31 - “The choke”25:31 - Control and “stealing the peas”28:25 - Relating your profession or hobby to IBC 29:14 - Episode wrap-upABOUT 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. 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: [email protected]

Sep 25, 202331 min

Ep 84Episode 84: What Would We Do Differently If We Started Our IBC Journey Today?

In this week’s episode, Dave and Paul take a look back on their IBC journey and examine some things that they could’ve done differently.From sharing the concept with their friends and family, to starting sooner and even paying a significant premium, the fellas take you through all the mistakes they’ve made along their IBC journey.Becoming Your Own Banker by Nelson Nash: https://infinitebanking.org/product/becoming-your-own-banker/ref/46/Episode 29:https://www.youtube.com/watch?v=D7GHRfLcVYQEpisode 24:https://www.youtube.com/watch?v=WUHx4-XVxdUEpisode 18:https://www.youtube.com/watch?v=r0KrnFOdc1EMain Episode Highlights:0:00 - Introduction0:27 - Episode beginning3:38 - If Dave and Paul had to start over, what would they do differently?5:34 - Paying significant premium9:09 - Starting sooner13:23 - Sharing IBC w/ friends and family15:17 - Having the money to solve your problems22:20 - Utilizing your policy29:05 - Keep reading and researching33:04 - Episode wrap-upABOUT 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. 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: [email protected]

Sep 18, 202337 min

Ep 83Episode 83: Are You Smarter Than A 5th Grader? Take Our IBC Quiz

In this week’s episode, Dave and Paul are doing their own take on “Are You Smarter Than a 5th Grader?” but with an IBC twist. They’ll be testing each other’s knowledge, as well as your own! From basic questions like “Is life insurance an investment?” and how fractionalized banking works – to more complex topics like “Parkinson’s Law”, your IBC know-how will be tested!If you think that you’re ready to become your own banker – make sure you can clear this gauntlet first!Becoming Your Own Banker by R Nelson NashHow Privatized Banking Really WorksEpisode Highlights:(0:00) - Introduction(0:27) - Episode beginning(4:08) - Is life insurance an investment?(6:03) - What is the most profitable business in the world(6:52) - Does IBC focus on rates of return?(10:02) - Banking is a…. Whole life insurance is a…(11:23) - Does IBC require short range or long-range thinking?(13:15) - What does “don’t steal the peas” refer to?(18:05) - How much interest do you lose on your average dollar?(19:15) - Creating “new money”(22:24) - When you buy something with cash are you financing that purchase?(23:23) - What type of life insurance company should you use?(23:56) - What are dividends?(25:07) - If the cash value grows tax deferred, how can you access it tax free?(26:40) - What is “Parkinson’s Law?”(28:45) - Willie Sutton’s Law29:37 - “The Golden Rule”30:41 - Should you treat IBC like any other insurance?32:51 - What is the process to actually becoming your own banker?34:20 - Wrap-upABOUT 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. 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: [email protected]

Sep 11, 202335 min

Ep 82Episode 82: When To Start The Next Policy & Preparing For A Windfall

One of the goals in IBC is the continued expansion of your banking system. However, knowing when to do that – and balancing that with life events, can be a difficult task. In this week’s episode, Dave and Paul discuss the scenarios you may encounter that could lead to you expanding your own banking system and adding more policies. Windfall? New child? A spouse that doesn’t have a policy? The boys cover it all – and Dave even shares some of his personal and client experience in terms of when it’s time to add a new policy.Link to Napolean Hill’s “Think and Grow Rich” Becoming Your Own Banker by Nelson Nash: https://infinitebanking.org/product/becoming-your-own-banker/ref/46/ Outwitting the Devil by Napoleon Hill: https://www.amazon.com/Outwitting-Devil-Official-Publication-Foundation/dp/1640951830/ref=asc_df_1640951830?tag=bngsmtphsnus-20&linkCode=df0&hvadid=80264466333881&hvnetw=s&hvqmt=e&hvbmt=be&hvdev=c&hvlocint=&hvlocphy=&hvtargid=pla-4583863992832325&psc=1 Episode Highlights: 0:00 - Introduction0:27 - Episode beginning0:32 - Catching up5:16 - A little story: How do you know when it’s time to add another policy?8:51 - Making the case to get a policy early13:11 - Being too into the details14:55 - A recap20:31 - What’s on the horizon21:41 - Expanding your system to accommodate all income22:58 - Dealing with a common misconception26:25 - To sum it all 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. 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: [email protected]

Sep 4, 202330 min

Ep 81Episode 81: Creating Policies for Tithing & Charitable Giving

In this week’s episode Dave and Paul explore how you can create policies to store money purely for charitable giving, or tithing. It all started with a “eureka” moment that Dave had when he realized that even his money set aside for charity doesn’t need to sit in someone else’s bank - and why should it?From there, Dave set out to design a policy that can be flexible enough to co-exist with a range of income levels. Like most of the success you experience in IBC, it’s about policy design!For those of you that are in the habit of giving, you won’t want to miss this episode and the blueprints that the fellas give you to help make these types of policies work with your banking system!Episode Highlights:0:00 - Introduction0:27 - Episode beginning3:49 - “What’s the value of a dollar you can’t access?”8:36 - Dave’s tithing policy11:34 - How do you set this up?18:25 - Think down the road19:52 - The liquidity problem22:25 - Changing the sequence of the money23:35 - Getting around that first year27:31 - Another quick way to make this type of policy happen32:38 - Episode wrap-upABOUT 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. 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: [email protected]

Aug 28, 202335 min

Ep 80Episode 80: Emotions vs Logic: Which Is More Important For Financial Decision Making?

In this week’s episode, Dave and Paul discuss “opportunity” – more specifically, what you’re giving up when you help contribute to someone else’s banking system. What are missing out on when you spend your energy paying off debt or prioritizing monthly payments like your mortgage!The fellas will take you through a few scenarios that help paint the picture that only direct experience would be able to show you. Pivoting your perspective and taking a different approach is one of the biggest challenges IBC asks of you, but you won’t regret it once you do!Episode Highlights:0:00 - Introduction0:27 - Episode beginning3:41 - Bastardizing the IBC message6:09 - Mortgages9:01 - Paying extra and getting out of debt13:41 - What am I giving up?16:50 - Giving up opportunities23:06 - Control your capital or someone else will27:31 - Control and liquidity30:02 - Episode wrap-upABOUT 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. 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: [email protected]

Aug 21, 202333 min

Ep 79Episode 79: Creating a Perpetual Financial Tailwind

You’ve heard the guys reference “headwinds” and “tailwinds” before when describing IBC and what it does for your financial future.In this week’s episode, the fellas dive into these analogies and why they make so much sense when it comes to what your experience will be with a (properly designed) IBC policy. Additionally, they talk risk, control and what these factors mean for your success and your retirement.Episode Highlights:0:00 - Introduction0:27 - Episode beginning3:27 - Risk, control and the “financial tailwind”7:20 - The difference between a tailwind and a headwind9:56 - The “headwind”13:03 - Talking risk17:53 - Sequence of return and addressing future risk21:22 - One example of IBC really saving for clients24:35 - The airplane analogy27:51 - Overview, episode wrap-upABOUT 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. 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: [email protected]

Aug 14, 202331 min

Ep 78Episode 78: Short Term Sacrifice = Long Term Success

Patience is a virtue and in IBC, having it is a huge advantage that will directly support or hinder your policy’s performance.In this week’s episode, Dave and Paul examine one of the core tenets of IBC: thinking long-range. It’s one of the biggest criticisms of IBC, the dreaded “start-up cost”. The fellas explain why you need to hold out and what your reward will be for that. For newcomers or those of you looking into IBC, you’ll get an education in one of the most important pillars of a successful policy and why sacrificing the short-term will ultimately be the best choice you can make.Episode Highlights:(0:00) - Introduction(0:27) - Episode beginning(2:24) - Tobacco use(8:53) - Sacrificing the short term(14:23) - Thinking long-range(17:17) - The “unseen” advantages(23:53) - You get out what you put in(27:42) - “Product not process”, doing your research(32:15) - Episode wrap-upABOUT 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. 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: [email protected]

Aug 7, 202333 min

Ep 77Episode 77: Countering the IBC "Finfluencer" Haters

In this week’s episode, the fellas are responding directly to a vocal IBC critic. Moreover, this critic is a “Finfluencer” with a weak grasp on the actual concept on IBC in the first place.This person (who shall remain un-named) made a “top-10” list of all the reasons why you shouldn’t do IBC.From surrender penalties and ongoing contributions to balancing an IBC policy with other asset classes – Dave and Paul address each criticism and set the record straight.You won’t want to miss this episode – and if you have any IBC critics in your own life, you should definitely tune in!Episode Highlights:0:00 - Introduction0:27 - Episode beginning4:51 - A quick IBC tip7:20 - The finfluencer’s “top 10” list10:38 - Why is it important to do this?11:28 - First reason to not do IBC (front loading)16:05 - Second reason (surrender penalties)17:12 - Third reason (ongoing contributions)20:47 - Fourth reason (difficult to re-balance with other asset classes)22:48 - Fifth reason (backed by guarantees)24:08 - Sixth reason (requires interest to get your money)26:01 - Seventh reason (guaranteed negative returns for the next decade)27:30 - Eighth reason (low returns) 27:35 - Ninth reason (must be held for life)28:24 - Tenth reason (exclusion due to poor health)33:01 - Episode wrap-upABOUT 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. 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: [email protected]

Jul 31, 202334 min