• Episode 127: Infinite Banking: Common Objections to Life Insurance Part I
    Jul 15 2024

    Becoming Your Own Banker by Nelson Nash:

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

    Nearly every single journey to IBC is fraught with objections and unknowns that can cause you, or others to get cold feet.


    Outside of the Infinite Banking concept, you have objections and general misunderstanding around life insurance itself – making it even harder to realize the upside that IBC brings to you and the safety it brings to your family.


    In this week’s episode, Dave and Paul address common IBC and life insurance objections that they’ve heard from prospects, clients and online influencers.


    You yourself may be thinking “I already have enough insurance through my job”, or you’ve been putting off reaching out to the guys because you’re thinking “I don’t have enough money to get my policy started”..


    Tune in to get more context and information on why these objections shouldn’t become permanent obstacles between you and financial freedom.




    Episode Highlights:


    0:00 - Introduction

    0:27 - Episode beginning

    2:10 - Listener question

    7:09 - “That’s too expensive” and “I don’t have the money”

    10:53 - “Nobody dies at the right time”

    12:44 - You don’t need a lot of money to do this

    13:59 - “I already have enough insurance”

    19:38 - You’re not too old

    20:32 - “I prefer the stock market”

    22:49 - You have the freedom to be more aggressive

    26:21 - Life insurance creates money

    27:21 - 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/Fugere494

    https://infinitebanking.org/agents/Befort399

    LinkedIn:

    https://www.linkedin.com/in/david-a-befort-jr-09663972/

    https://www.linkedin.com/in/paul-fugere-762021b0/

    Email:

    davidandpaul@theibcguys.com

    Show more Show less
    28 mins
  • Episode 126: Infinite Banking: Working with a Financial Advisor Guest Episode with the Pilot's Advisor!
    Jul 8 2024

    Becoming Your Own Banker by Nelson Nash:

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

    It’s rare when Dave and Paul have a guest on – but when they do, you know that they are going to bring the knowledge and perspective that helps you create financial freedom while also creating a legacy and securing your family’s future.


    We are joined today by our guest Ryan Fleming, also known as "the Pilot's Advisor". Ryan is a Financial Advisor and holds a series 7 license, series 66 license, RICP, CRPC, and MBA. He is a 2001 graduate of the US Air Force Academy, a former Fighting Falcon’s wide receiver, and retired Air Force C-17 pilot. He currently flies for FedEx and lives in SC on the lake with his wife Kari and their 2 kids.


    Ryan has been a Financial Advisor since 2008 and has worked primarily with commercial airline and cargo pilots helping them manage their portfolio and provide them a "safe landing" in retirement. You can find out more about Ryan and even order his Pilot's Advisor Toolkit from the websites here:


    https://retirepilots.com/

    http://ibc4pilots.com/



    Episode Highlights:


    0:00 - Introduction

    0:27 - Episode beginning

    1:38 - Introduction to the “Pilot’s Advisor”, Ryan Fleming

    3:43 - Diving into Ryan’s background

    4:51 - Who should manage a pilot’s 401k?

    7:01 - Ryan’s journey to Infinite Banking

    12:04 - “Typical” group policies

    13:16 - Being underinsured

    15:49 - Retirement and IBC

    19:07 - The stigma with insurance

    20:36 - Your “license to spend”

    21:54 - Opening policies for kids

    26:18 - Having access to capital

    31:05 - If you’re a pilot…

    31:42 - How you can find Ryan

    34:02 - 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/Fugere494

    https://infinitebanking.org/agents/Befort399

    LinkedIn:

    https://www.linkedin.com/in/david-a-befort-jr-09663972/

    https://www.linkedin.com/in/paul-fugere-762021b0/

    Email:

    davidandpaul@theibcguys.com

    Show more Show less
    36 mins
  • Episode 125: Infinite Banking and Independence Day!
    Jul 1 2024

    Becoming Your Own Banker by Nelson Nash:

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


    In this special episode of Wealth Warehouse, hosts Dave Befort and Paul Fugere explore the parallels between IBC and the spirit of American independence celebrated on the 4th of July.


    Join our hosts as they delve into the shared principles of freedom, self-reliance, and financial autonomy that both IBC and America's founding ideals embody.


    This episode is a must-listen for anyone passionate about liberty, both in a historical and financial sense!


    Episode Highlights:


    0:00 - Introduction

    0:27 - Episode beginning

    2:16 - Similarities between IBC and Independence Day

    4:30 - IBC brings its own independence

    7:46 - Self-reliance

    9:57 - Most people don’t want to think for themselves

    11:30 - Personal responsibility in personal finance

    17:29 - Honest banking for IBC

    18:49 - American success and the rise of capitalism

    22:40 - Trends come and go but principles last

    24:31 - Control

    27:27 - How old is whole life insurance?

    28:19 - 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/Fugere494

    https://infinitebanking.org/agents/Befort399

    LinkedIn:

    https://www.linkedin.com/in/david-a-befort-jr-09663972/

    https://www.linkedin.com/in/paul-fugere-762021b0/

    Email:

    davidandpaul@theibcguys.com


    Show more Show less
    31 mins
  • Episode 124: Infinite Banking: The Importance of Repaying Policy Loans
    Jun 24 2024

    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 - Introduction

    0:27 - Episode beginning

    0:59 - Some context on the episode

    3:20 - Eric Maddox

    7:32 - This isn’t the “end all be all”

    11:18 - Loans and repayments of loans

    15:39 - Looking at the rates

    19:08 - The importance of repayment

    22:47 - Start thinking like a business owner

    25:12 - 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/Fugere494

    https://infinitebanking.org/agents/Befort399

    LinkedIn:

    https://www.linkedin.com/in/david-a-befort-jr-09663972/

    https://www.linkedin.com/in/paul-fugere-762021b0/

    Email:

    davidandpaul@theibcguys.com

    Show more Show less
    29 mins
  • Episode 123: Infinite Banking: Success is Your Duty
    Jun 17 2024

    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 - Introduction

    0:27 - Episode beginning

    4:51 - 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 education

    22:35 - You need to increase your means

    26:38 - Taking success into your own hands

    29:15 - Most efficient way to pass on wealth..

    32:31 - Some book and video recommendations





    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:

    davidandpaul@theibcguys.com


    Show more Show less
    37 mins
  • Episode 122: Infinite Banking: The Benefits of Creating Friction Between You and Your Capital
    Jun 10 2024

    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-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:

    davidandpaul@theibcguys.com



    Show more Show less
    32 mins
  • Episode 121: Infinite Banking: Who's the "Business Partner" in Your Financial Plan?
    Jun 3 2024

    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 - Introduction

    0:27 - Episode beginning

    3:09 - 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 places

    23:28 - The indirect effect of having access to capital

    28:47 - Other places we may store capital (that we shouldn’t)

    32:19 - Breaking down “tax advantaged”

    36:26 - 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/Fugere494

    https://infinitebanking.org/agents/Befort399

    LinkedIn:

    https://www.linkedin.com/in/david-a-befort-jr-09663972/

    https://www.linkedin.com/in/paul-fugere-762021b0/

    Email:

    davidandpaul@theibcguys.com


    Show more Show less
    37 mins
  • Episode 120: Infinite Banking: Policy Loans vs Bank Loans (Part 2)
    May 27 2024

    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 - Introduction

    0:27 - Episode beginning

    1:45 - How loans are structured

    4:35 - Repayment terms

    6:48 - Banks don’t take risk

    11:22 - What happens if you don’t pay back your loan

    14:08 - Tax implications

    15:57 - What it comes down to

    17:15 - Prioritizing your capital

    19:43 - Episode recap



    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:

    davidandpaul@theibcguys.com



    Show more Show less
    21 mins