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The IBC Guys via Podcast Principles
On Wealth Warehouse, we challenge you to transform your financial future through the principles of the most profitable business in the world: banking.
We believe everybody should be involved in 2 businesses: the business that you're in, and the banking business. Every day people can replicate what bankers have been doing for centuries to leverage capital and build wealth through private lending.
Join us as we uncover the truths about money, expose lies and myths, and flip conventional financial advice on its head.
Episode 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]
39:5711/12/2023
Episode 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: <a href="https://www.linkedin.com/in/david-a-befort-jr-09663972/" rel="noopener noreferrer"...
39:2604/12/2023
Episode 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]
31:1027/11/2023
Episode 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/ <a href="https://www.linkedin.com/in/david-a-befort-jr-09663972/" rel="noopener noreferrer"...
36:5020/11/2023
Episode 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]
36:2713/11/2023
Episode 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]
30:1606/11/2023
Episode 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]
31:2630/10/2023
Episode 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]
35:2223/10/2023
Episode 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]
32:1616/10/2023
Episode 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]
25:5809/10/2023
Episode 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]
35:2602/10/2023
Episode 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]
31:4025/09/2023
Episode 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]
37:3018/09/2023
Episode 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 - Introduction0:27 - Episode beginning4:08 - Is life insurance an investment?6:03 - What is the most profitable business in the world6:52 - 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/ <a...
35:2611/09/2023
Episode 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 <a href="https://infinitebanking.org/agents/Befort399" rel="noopener noreferrer"...
30:4404/09/2023
Episode 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]
35:3128/08/2023
Episode 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]
33:3121/08/2023
Episode 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]
31:1814/08/2023
Episode 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]
33:1207/08/2023
Episode 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]
34:2631/07/2023
Episode 76: Q&A: Aggressive Premiums, Stock Investing and Diversifying Your Life Insurance Policies
One of the best things about IBC is that it sets you on a journey of learning that is never completely done. You have to constantly stay flexible, on your feet and hungry for that edge that will take your wealth building to the next level. In this week’s episode, the guys address your burning questions! From “how quickly can I get my policy going?” to using your policy to score wins in the stock market, Dave and Paul cover it all! They also weigh in on some more complex curveball questions that you grizzled IBC vets won’t want to miss!Episode Highlights:0:00 - Introduction0:27 - Episode beginning3:01 - Listener question: “How aggressive can my premium be?”7:54 - “How quickly can I get a policy going?”13:04 - Using IBC for stock investing16:06 - Changing the sequence of your spending pattern20:29 - Using saved up cash to pay your premium23:25 - Should I diversify my policies with different companies?28:58 - “Lump-sum” premiums and a common misconception33:09 - 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]
33:5024/07/2023
Episode 75: Do You Think Like an Investor or a Banker? Here's How To Tell...
With so much focus on the dynamics and mechanics of IBC – it can be easy to forget why this wealth building strategy works so well.In this week’s episode, the fellas take a step back and look at what IBC does to solve your need for finance, income and retirement security. They’ll take you through the common mentality most people have and what separates a run-of-the-mill investor from an IBC practitioner.If you’re a prospective practitioner yourself, this is a critical episode for you to watch! Tune in to learn the broad benefits of this system and why you need to act now, not later.Episode Highlights:0:00 - Introduction0:27 - Episode beginning3:12 - Investors vs. the IBC practitioner4:28 - Risk perception10:07 - Return on capital vs. return of capital14:01 - One of the biggest drawbacks of a 401k17:37 - Putting your dollars to work in multiple places20:41 - Looking at financing, the investor vs. the banker24:01 - Market volatility30:51 - Alternative investments, what bankers “look for”32:53 - Why you should want control35:47 - 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]
37:3817/07/2023
Episode 74: Why IBC is Good For America
You’ve heard it a million times before about how IBC works for the individual, but how could it work for our country’s society as a whole?In this week’s episode, Dave and Paul discuss how IBC would benefit not only the average user – but also the country at large. From tackling the monster that is centralized banking, to leading your family and finances to the promised land!Episode Highlights:(0:00) - Introduction(0:27) - Episode beginning(2:26) - Question: mortgaging and refinancing(9:33) - Another audience comment and an episode idea(11:43) - How does IBC strengthen our country?(15:02) - The problem of undercapitalization(23:48) - Central banking(26:53) - Conquering the tendencies of human nature(33:32) - Overview, taking responsibility(36:25) - 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]’ve heard it a million times before about how IBC works for the individual, but how could it work for our country’s society as a whole?In this week’s episode, Dave and Paul discuss how IBC would benefit not only the average user – but also the country at large. From tackling the monster that is centralized banking, to leading your family and finances to the promised land!Episode Highlights:(0:00) - Introduction(0:27) - Episode beginning(2:26) - Question: mortgaging and refinancing(9:33) - Another audience comment and an episode idea(11:43) - How does IBC strengthen our country?(15:02) - The problem of undercapitalization(23:48) - Central banking(26:53) - Conquering the tendencies of human nature(33:32) - Overview, taking responsibility(36:25) - 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.
38:0810/07/2023
Episode 73: The Benefits of Policy Loans And A Real Life Family Banking Example
Like most topics in IBC, there is a lot of “cleaning up” to be done of the narrative – and policy loans are one of the biggest culprits.In this week’s episode, Dave and Paul break down policy loans and exactly how they work. This crucial part of the IBC system is plagued with the misconceptions that IBC policy owners and newbies alike have. The guys also dive into some IBC philosophy and what your goals or objectives should be for your policy in the future.Episode Highlights:0:00 - Introduction0:27 - Episode beginning5:21 - Policy loans6:53 - What is a policy loan?10:51 - Why is a policy loan a great thing?15:17 - “Two ways to buy a car” analogy20:00 - The zero sum game24:11 - The relationship between the policy owners and the company26:52 - Education is the key to your success29:01 - Dave’s recent experience with “playing bank”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]
34:0903/07/2023
Episode 72: Revisiting Policy Design & Winning the Game Before You Play
The way that you design your IBC policy is one of the most important considerations you can make as your own banker – and it can make a difference of hundreds of thousands or even millions of dollars.In this week’s episode Dave and Paul break down some of these new age, non-traditional IBC policies – namely the infamous “10/90” policy. Whether it’s out of inexperience, or bad advice, the guys will set you straight on where your policy needs to fall on the premium vs. base spectrum.With their combined experience and decades running their own policies, you’re going to want to make sure you catch this episode of Wealth Warehouse.Episode Highlights:(0:00) - Introduction(0:27) - Episode beginning(3:31) - A comment from the audience: discussing “10/90” policies(10:25) - It’s a flawed mentality(11:30) - You should want to pay premium, what 10/90s look like down the line(16:56) - Sticking to the fundamental principles of IBC(23:58) - Finding “win-win” opportunities, why Dave and Paul are here(27:52) - Understanding what is going on(29:56) - Stop rushing to get rich(31:08) - If something goes wrongABOUT 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]
33:1426/06/2023
Episode 71: Retirement Planning: IBC As Part of Your Retirement Portfolio
In this week’s episode, Dave and Paul finally take a long look at retirement – and dive into the questions you need to ask yourself as well as what your future may look like if you maintain the status quo.Will you be safe with traditional 401k plans? Should you continue to store your hard earn bucks in someone else's bank? How should you be positioning yourself for a comfortable retirement? All of these burning questions will be answered in this episode!!Episode Highlights:0:00 - Intro0:27 - Episode beginning4:41 - Listener question7:58 - Retirement and considerations you need to make12:17 - The fog of war with retirement14:32 - “The third bucket”16:24 - Sequence of return risk19:46 - What’s the alternative?25:47 - The power of compounding29:53 - Underspending in retirement35:50 - Using IBC as a savings account37:45 - 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]
40:3219/06/2023
Episode 70: IBC Q&A: Loan Interest, Inforce Illustrations, & Lawsuits
In this week’s episode of Wealth Warehouse, Dave and Paul, pressed for time, are fielding some of your burning questions!You’ll hear from one of Dave’s clients that has witnessed first-hand their parent’s struggle in retirement – and what led them there. You’ll get a refresher (or a great explanation) on interest, loan repayments and the dreaded task of storing your capital in someone else’s bank.Whether you’re a veteran or a newcomer, you won’t want to miss these nuggets of information!Episode Highlights:(0:00) - Introduction(0:29) - Episode beginning(3:27) - Illustrations are never going to look the same(6:47) - How interest and loan repayments work(13:37) - What separates IBC as a financial product(17:12) - Not relying on the market for your retirement(22:06) - 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]
23:2112/06/2023
Episode 69: The "Unseen" Advantages to Becoming Your Own Banker
IBC is something you need to be in – its full benefits and advantages can only really be understood once you get your policy (or policies) up and running.In this week’s episode, Dave and Paul take you through their own IBC journeys and some of the “unseen advantages” that they have enjoyed from utilizing their capital in an IBC banking system.For those of you looking to find more benefits from a couple of vets, this episode is an absolute must-listen.Episode Highlights:0:00 - Introduction0:29 - Episode beginning6:42 - What was your financial situation like before IBC?11:42 - The first loan Paul made to Dave16:16 - What are some of the unseen advantages?19:12 - Making decisions from a position of strength24:26 - You should want as much death benefit as you can possibly get26:49 - It takes one relationship..31:15 - 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]
33:0505/06/2023
Episode 68: I've Capitalized My Policy...Now What?
Getting started with IBC is a huge step – but once you do it, how do you position your capital for maximum success?In this week’s episode, Dave and Paul discuss the options you have once your policy is in place. Do you get your feet wet in new investments immediately? Later? Never? Do you let your capital sit, or do you put it to work right away? The fellas discuss all of these common questions that new policy users have – they also talk private lending, how they set up their deals, the safeguards they put in place and much more!Episode Highlights:(0:00) - Introduction(0:29) - Episode beginning(3:54) - I have lots of capital stashed away, now what?(6:54) - Invest in what you know(11:06) - Private lending(14:43) - Asking difficult questions and structuring deals(21:23) - The return and opportunity cost(25:21) - Think like a bank, loaning through a business entity(28:33) - Policy loan rate and how it affects your return(32:06) - 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]
35:0929/05/2023
Episode 67: Fortune Favors The Action Takers!
Making the leap to IBC is arguably the most difficult step of all – everyone around you is most likely only doing what the mainstream tells them to. Breaking free can be difficult!In this week’s episode, Dave and Paul discuss making the move to IBC and what it can do for your life. Most importantly, they examine some of the reasons why people put it off – and why you shouldn’t if you haven’t set up your banking system already. From getting the right people in your circle to motivate and educate you to understanding the “problem”, why everyone is moving in the wrong direction and more – you don’t want to miss out on this episode!Episode Highlights:(0:00) - Introduction(0:29) - Episode beginning(2:53) - Question: “How long do I have to pay premium?”(8:07) - A good plan violently executed now is better than a perfect plan executed next week(13:09) - Analysis paralysis(17:11) - Doing what everyone else does(20:01) - What people really want and what IBC can give you(23:11) - Getting the right people in your circle(26:06) - 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]
28:0822/05/2023
Episode 66: The IBC Solution to Recapturing the Interest You Are Paying to Banks (You're Probably Paying Way More Than You Think!)
The economy has been hard to trust in recent months - which can affect your confidence in your IBC policy.In this week’s episode, Dave and Paul take some time to cover the recent rumblings surrounding the devaluation of the dollar as well as the interest rates and what you need to know about them. Additionally, they cover how these interest rates come into play when buying a home and what you should be doing to make sure that you’re staying in control. Episode Highlights:0:00 - Introduction0:29 - Episode beginning2:10 - The devaluation of the dollar7:22 - Interest rates10:46 - Calculating loan interest, taking back control18:12 - The fine print and “the problem”24:05 - 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]
24:3015/05/2023
Episode 65: If You Were Designing The "Perfect Financial Product" What Would It Look Like?
If you could design the perfect financial product, what features would you include? What would you want to get out of it? What would you want it to do for you?This week, Dave and Paul discuss their perfect financial product and cover some of the benefits that you should be looking for as well as why they should be important to you. Don’t settle for what the mainstream tells you to do - tune in and unlock the blueprint to your very own perfect financial product!Episode Highlights:0:00 - Introduction0:29 - Episode beginning3:06 - Intro to today’s topic5:04 - If you could design the perfect financial product9:01 - Liquidity, guaranteed value, taxes12:49 - Volatility and predictability15:23 - I want this financial product to create an income for me20:49 - Control24:12 - No hidden fees or penalties27:17 - Reputability and privacy31:45 - 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]
34:2408/05/2023
Episode 64: Unpopular Opinion: Building Wealth Requires No More Effort Than Staying Poor
Everyone wants to be wealthy – you’re not alone. But the reality is that it takes consistent effort and discipline to get to the levels most people want to be at.This week, Dave and Paul discuss wealth building on a broader scale than just IBC. What goes into being poor? What goes into being wealthy? And where does the mainstream opinion leave us?Episode Highlights:0:00 - Introduction0:29 - Episode beginning1:31 - New age IBC advice6:45 - Being challenged to think8:11 - Being poor and staying poor in the middle class requires the same amount of effort12:30 - Being poor is like being unhealthy18:07 - Traditional accumulation strategies20:04 - Putting in the effort26:10 - Making decisions out of necessity30:05 - The definition of wealth33:09 - 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]
35:5401/05/2023
Episode 63: Creating the IBC Family Banking System
One of the best rewards that you get from IBC is that you don’t have to rely on a bank to finance the things you want or even need in life.In this week’s episode, the fellas are diving in “family banking” and painting a picture for you of what it would be like to not have to deal with the bank. They’ll detail how you can set up your very own bank to circumvent the painful lending process that we all have to undertake - and how you can share this with those closest to you.Episode Highlights: (0:00) - Introduction(0:29) - Episode beginning(2:21) - The mortgage process(6:44) - Family banking(10:35) - Painting a vision of family banking(16:47) - The mechanics of family banking(18:35) - Passing down the idea of family banking(21:45) - Perpetual motion(30:02) - 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]
31:3324/04/2023
Episode 62: Interest Rates, Uninterrupted Compounding and Delayed Gratification
With recent economic turmoil, it can be easy to be wary of new ways of building wealth - and in this era of influencers, you want to make sure you’re getting the right information.In this week’s episode, Dave and Paul are sharing some discussions that they’ve had with clients and prospects alike about topics within IBC. They’ll discuss common questions around IBC “making sense” in a high-interest rate environment, constant compounding, policy loans and more. Most importantly, they’ll let you know how valid these questions and concerns are.Is IBC for you? Use this link to schedule and intro call with us: https://calendly.com/dave-743/wealth-warehouse-intro-callDON’T FORGET - Join us on April 20th at 7pm Central Time for another Live Q&A with Paul and Dave!Register here:https://us06web.zoom.us/meeting/register/tZIode2vrzwvHt0U9GTnIXxiJNnE4GpQmOMzEpisode Highlights:0:00 - Introduction0:31 - Episode beginning2:18 - Webinar reminder!2:37 - IBC “making sense” in a high-interest rate environment7:14 - Don’t look at it through the wrong lens11:46 - Constant compounding17:58 - A note on policy loans21:25 - Nelson’s car comparison28:10 - What happens when you make a payment back to the insurance company?31:31 - Delayed gratification35:41 - 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]
36:2717/04/2023
Episode 61: Laddering Policies, Life Insurance Lines of Credit, and the "Smell Test"
While IBC expands, so too do people’s interpretations of it – but that’s not what Dave and Paul are interested in. IBC is an established system and you should be wary of influencers coming at you with “versions” of Infinite Banking.In this week’s episode, the guys introduce “laddering” policies, the philosophy behind it and the underlying strategy. They’ll let you know why it’s popular, why it won’t work for your policy – as well as some expanded discussion on the effect of hazardous activites on life insurance, lines of credit and more!Is IBC for you? Use this link to schedule and intro call with us: https://calendly.com/dave-743/wealth-warehouse-intro-callDON’T FORGET - Join us on April 20th at 7pm Central Time for another Live Q&A with Paul and Dave!Register here:https://us06web.zoom.us/meeting/register/tZIode2vrzwvHt0U9GTnIXxiJNnE4GpQmOMzEpisode Highlights:0:00 - Introduction0:29 - Episode beginning3:21 - Laddering policies4:30 - Couple reasons why they don’t like laddering policies10:35 - Expanding your infinite banking system12:59 - Using up your insurability, tricking the system17:41 - Marijuana use20:31 - Hazardous activities26:55 - Life insurance line of credit32:41 - 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]
33:4910/04/2023
Episode 60: 7 (Invalid) Whole Life Insurance Objections
IBC is usually “caught not taught” and can be tricky for some to initially wrap their head around.This week, the guys are reviewing some common objections to IBC. They discuss why these 7 objections aren’t valid and why you (or anybody else) shouldn’t use them as a reason to say “no” to IBC.Is IBC for you? Use this link to schedule and intro call with us: https://calendly.com/dave-743/wealth-warehouse-intro-callDON’T FORGET - Join us on April 20th at 7pm Central Time for another Live Q&A with Paul and Dave!Register here:https://us06web.zoom.us/meeting/register/tZIode2vrzwvHt0U9GTnIXxiJNnE4GpQmOMzEpisode Highlights:(0:00) - Introduction(0:30) - Episode beginning(2:17) - Episode overview(3:41) - “Once I retire I’m not going to need life insurance”(12:59) - Whole life is too expensive(7:38) - Long-term care, access to cash in retirement(18:55) - “Dividends are just a return of premium”(20:57) - “I have enough assets that I can self-insure”(23:53) - “I don’t have any kids I don’t need life insurance”(26:46) - “My partner will be fine they make plenty of money”(32:09) - “I only need life insurance on myself”(34:29) - Episode wrap-up and webinar reminderABOUT 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]
35:5403/04/2023
Episode 59: IBC FAQ Episode!
IBC is no stranger to a constant flow of questions big and small.In this week’s episode, Paul and Dave are doing another installment of “IBC FAQs”! They’ll be answering all of your burning questions - from “why haven’t I heard about this?” and “is whole life too expensive?” to more complex questions like “how much premium should I pay?” and “what should I use a policy loan for?”Is IBC for you? Use this link to schedule and intro call with us: https://calendly.com/dave-743/wealth-warehouse-intro-callEpisode Highlights:0:00 - Introduction0:29 - Episode beginning2:41 - Which company is best for IBC?6:05 - Why hasn’t my financial advisor ever told me about this?9:27 - Why isn’t everybody doing this?12:54 - How much premium should I pay?16:55 - Is whole life too expensive?23:19 - Outstanding loans vs. remaining premium27:41 - What should you use a policy loan for?30:16 - Some other IBC resources to check out34:20 - Some companies that don’t allow IBC36:27 - What does the underwriting process look like?37:55 - 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]
38:5827/03/2023
Episode 58: Our Take On Recent Bank Failures & The Safety Of Mutual Life Insurance Companies
This month, we’ve seen three separate banks collapse - two of which literally made history. Dave and Paul would never say “I told you so”, but they would tell you that banks behaving badly is just par for the course.In this week’s episode, the guys address the recent bank failures - namely Silicon Valley Bank. They’ll take you through why it failed, what it means for the future as well as what you can do to avoid it.Additionally, Dave and Paul talk about banks broadly, the issues that can arise and why insurance companies are a better bet.Is IBC for you? Use this link to schedule and intro call with us: https://calendly.com/dave-743/wealth-warehouse-intro-callDON’T FORGET - Join us on March 21st at 7pm Central Time for another Live Q&A with Paul and Dave!Register here:https://us06web.zoom.us/meeting/register/tZMlduGuqzgpHdFEY_k0BItKZVYq4FgtvhZvEpisode Highlights:(0:00) - Introduction(0:30) - Episode beginning(2:31) - Webinar reminder!(3:07) - Reviewing the big bank failures(6:59) - Silicon Valley Bank and the bigger problem with banks(17:22) - FDIC(21:38) - Some alternatives to banks(24:58) - How safe are life insurance companies?(33:24) - Comparing insurance companies to banks(41:38) - Some other comparisons to draw(45:08) - 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]
47:0420/03/2023
Episode 57: The Case for Base
As IBC gains more popularity and notoriety, more people get involved. Which can be great, but sometimes it can result in a distortion of Nelson’s core message.In this week’s episode, the fellas address policy design and push back against the small base strategies and the 10/90 policies that you may see on Tik Tok, or YouTube.They’ll take you through the actual arguments and what these people are actually saying. They’ll show you where these policies end up, what goes into them and why they are becoming more and more common to see online. Most importantly, the guys give you their definition of a “healthy base” as well as a few other policy prescriptions!Be sure to tune in before you make your policy decisions - and listen to the case for base!Is IBC for you? Use this link to schedule and intro call with us: https://calendly.com/dave-743/wealth-warehouse-intro-callDON’T FORGET - Join us on March 21st at 7pm Central Time for another Live Q&A with Paul and Dave!Register here:https://us06web.zoom.us/meeting/register/tZMlduGuqzgpHdFEY_k0BItKZVYq4FgtvhZvEpisode Highlights:(0:00) - Introduction(0:29) - Episode beginning(3:35) - The case for base(5:02) - Why you should have a healthy base in your policy(9:12) - Building a strong foundation(14:33) - Interference(18:44) - Dave and Paul’s definition of a health base(24:24) - Wealthy habits and expansion(26:30) - Why is the base so important?(29:58) - 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]
32:3313/03/2023
Episode 56: Our Summary of the 2023 IBC ThinkTank!
For the first time ever, the guys are coming atcha from the road! This week, Dave and Paul attended the 2023 IBC ThinkTank in Birmingham, Alabama! This yearly event is well-attended by practitioners from all across the country and features workshops, speakers and other IBC-related events. Dave and Paul will give you their thoughts on some of the workshops, as well as a recap of the speakers, their topics and their overall experience at the ThinkTank!Is IBC for you? Use this link to schedule and intro call with us: https://calendly.com/dave-743/wealth-warehouse-intro-callDON’T FORGET - Join us on March 21st at 7pm Central Time for another Live Q&A with Paul and Dave!Register here:https://us06web.zoom.us/meeting/register/tZMlduGuqzgpHdFEY_k0BItKZVYq4FgtvhZvEpisode Highlights:0:00 - Introduction0:29 - Episode beginning1:28 - Reflecting on the ThinkTank3:55 - Are we agents of practitioners?7:23 - Policy design10:06 - It’s a generational thing11:35 - ThinkTank workshop14:58 - Income and legacy16:54 - IBC as a retirement vehicle and a passive income vehicle20:24 - 3 questions to ask clients21:33 - Inflation, “it’s a lot more than just a banking system”26:44 - The simplicity of IBC29:35 - The theme of the think tank33:01 - Dave and Paul as coachesABOUT 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]
35:0106/03/2023
Episode 55: Back to the Basics: Sequencing Your Capital & Loan Repayments
In this week’s episode, Dave and Paul are getting back to basics: sequencing your capital and managing loan repayment.These are common areas of discussion in IBC - and everyone does it a little differently depending on their circumstances and needs.Today, Dave and Paul will go through their own personal examples of how they’ve sequenced their money and how they’ve set up their policies for maximum efficiency and growth. They’ll also touch on loan repayment - from best practices to how you can balance it with next year’s premium. Episode Highlights:(0:00) - Introduction(0:29) - Episode beginning(1:40) - Webinar recap and info on the second webinar(5:43) - How Paul sequences his money(9:05) - How Dave sequences his money(11:49) - Utilizing your extra cash and managing it with your policy(14:15) - Repaying policy loans(22:07) - Alternative uses for cash(25:05) - Keeping it simple(30:19) - Flexibility(32:55) - Episode wrap-upJoin us on March 21st at 7pm Central Time for another Live Q&A with Paul and Dave!Register here:https://us06web.zoom.us/meeting/register/tZMlduGuqzgpHdFEY_k0BItKZVYq4FgtvhZvIs IBC for you? Use this link to schedule and intro call with us: https://calendly.com/dave-743/wealth-warehouse-intro-callABOUT 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]
34:3627/02/2023
Episode 54: Premium Payment Flexibility and Answering the Question "Should I Pay Cash or Take a Policy Loan?"
One of the most important aspects of IBC is paying premium - but many people ask, how often do I need to pay?In this week’s episode, the guys are taking you through a more niche issue in IBC: payment frequency. Are you paying your premium quarterly? Monthly? Each year?This decision can have affects downstream on your policies overall performance! The guys will take you through the different payment frequencies, the drawbacks, benefits and they’ll even clue you in to which you SHOULD be using!Episode Highlights:0:00 - Introduction0:29 - Episode beginning2:44 - Some listener questions8:11 - Premium payment frequency12:08 - Some other disadvantages to not paying annually16:05 - Dividends and how they are affected by payments18:20 - When can you make your decision for how often you’re going to pay22:55 - Some other options to split up your premium payments24:31 - Catch-up provisions, what happens when your policy lapses29:29 - Difference between the base and PUA, modal payments33:18 - The term “graduate”34:11 - Episode wrap-up Is IBC for you? Use this link to schedule and intro call with us: https://calendly.com/dave-743/wealth-warehouse-intro-callABOUT 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]
31:4420/02/2023
Episode 53: How To Live Like Warren Buffet Through IBC
Everyone has a dream to make stupid amounts of money - to earn on the same level as the ultra rich.Well, as an IBC user, you may have more in common with billionaires and captains of industry than you would otherwise think!Join Dave and Paul as they discuss an interesting article that examines the uncanny connection between IBC and money-making legend, Warren Buffet. They detail how IBC practitioners can get access to the same rarified air that Warren does, in terms of access to capital, control of it, tax benefits and much more!Join us on February 16th at 7pm Central time for a live Q&A with Paul and Dave! Register here:https://us06web.zoom.us/meeting/register/tZIkd-ioqDspEtCvgXUz6_tETGYVCUNpI9vfEpisode Highlights:(0:00) - Introduction(0:29) - Episode beginning(2:40) - Don’t forget about the live show!(3:25) - In response to some of the questions the guys have been getting(6:20) - The Warren Buffet and IBC connection(13:21) - Access and control over your money(15:55) - Repayment terms(20:25) - Uninterrupted compounding(25:38) - Episode wrap-upIs IBC for you? Use this link to schedule and intro call with us: https://calendly.com/dave-743/wealth-warehouse-intro-callABOUT 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]
26:2213/02/2023
Episode 52: Fractional Reserve Banking, Inflation and the Federal Reserve
There can be lots of different reasons to get started in IBC - but one of the biggest ones is the banking system itself.In this week’s episode, the guys decide to take a step back and look at some of the broad reasons why IBC has made so much sense for so many people. They take a break from the specifics to review the banking system. How does it actually work? How did it come to be? And most importantly: what is so wrong about it?Additionally, Dave and Paul also explore inflation and demonstrate how it’s a short trip downstream from the banks themselves. You won’t want to miss this foundational episode!Episode Highlights(0:00) - Introduction(0:29) - Episode beginning(2:03) - Live Q/A info(3:56) - Inflation and fractional reserve banking overview(10:55) - Focusing in on the history of banking(15:55) - Inflation(21:06) - Back to reserve banking(30:03) - Episode wrap-upJoin us on February 16th at 7pm Central time for a live Q&A with Paul and Dave! Register here:https://us06web.zoom.us/meeting/register/tZIkd-ioqDspEtCvgXUz6_tETGYVCUNpI9vfIs IBC for you? Use this link to schedule and intro call with us: https://calendly.com/dave-743/wealth-warehouse-intro-callABOUT 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]
30:4906/02/2023
Episode 51: Guaranteed vs Non Guaranteed Cash Value and the Importance of Human Life Value
When it comes to IBC, it’s important to have a clear understanding and vision for your policy. This can be difficult when you have some agents that lead with illustrations and promise amazing returns.In this week’s episode, the fellas guide you through some of the areas that trip people up when it comes to IBC. Should you be concerned about the dividend rate? Should you even consider an IUL? What’s the difference between guaranteed and non-guaranteed cash value? Which should I care about?Depending on the agent, the answers to these questions and the advice they give you can be vastly different. Make sure to tune in and get this info from true IBC practitioners - so you can have a better idea of how to manage your policy in the beginning and beyond!Episode Highlights:0:00 - Introduction0:29 - Beginning of the episode3:02 - Little update on the monthly live call!4:55 - Guaranteed cash value and non-guaranteed cash value10:09 - Quick dividend review and how it plays into illustrations16:05 - Don’t trip on the details - especially dividend rate20:42 - For all you prospective IUL users24:09 - Another look at Human Life Value30:29 - Episode wrap-upJoin us on February 16th at 7pm Central time for a live Q&A with Paul and Dave! Register here:https://us06web.zoom.us/meeting/register/tZIkd-ioqDspEtCvgXUz6_tETGYVCUNpI9vfIs IBC for you? Use this link to schedule and intro call with us: https://calendly.com/dave-743/wealth-warehouse-intro-callABOUT 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]
29:0230/01/2023
Episode 50: Dissecting Illustrations, Creating a System of Policies and "Dollar Cost Averaging"
IBC offers you unparalleled control over your capital - but the key is ensuring that you create your system of policies properly. You want to make sure that you get access to a level of ownership that is virtually non-existent in the market.In this week’s episode, the guys cover illustrations once again as well as the importance of getting proper guidance from a practitioner of IBC. They also clear up some misconceptions about how you manage your policy and check out an actual policy illustration sent in from a listener!Episode Highlights:(0:00) - Introduction(0:31) - Beginning of episode(2:59) - Some new content ideas and plans for the future(5:30) - The guys check out a policy illustration(11:56) - Use a practitioner when you get guidance(13:13) - Ownership and control(19:43) - Financing the things in life, paying big premium(24:40) - IBC doesn’t demand a lot(26:30) - Episode wrap-upIs IBC for you? Use this link to schedule and intro call with us: https://calendly.com/dave-743/wealth-warehouse-intro-callABOUT 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]
27:0523/01/2023
Episode 49: The Wealth Pyramid and Should You Contribute to Your 401k for the Match?
Difficulty or success in life are decided, in large part, by how you build your wealth.In today’s episode, Dave and Paul take a look at the book “Heads I Win, Tails You Lose” and the “Hierarchy of Wealth” concept it outlines. This opens a much broader discussion on where most people traditionally “park” their money as well as how they look at risk. The guys also tackle each tier of the “Wealth Pyramid”, weigh in on a listener’s question on 401ks and more!Episode Highlights(0:00) - Introduction(0:37) - Beginning of episode(3:45) - Listener question on 401ks(9:40) - Some context around “The Hierarchy of Wealth/Wealth Pyramid”(10:45) - “Tier 1” of the pyramid(13:06) - “Tier 2” of the pyramid(15:14) - “Tier 3” of the pyramid(18:55) - “Tier 4” of the pyramid(24:26) - Being conservative vs. being “in the mainstream”(29:43) - Paying more, paying more often(31:25) - Episode wrap-up"Why Dave quit his 401(k)": https://www.linkedin.com/pulse/why-i-quit-my-401k-david-a-befort-jr-/Is IBC for you? Use this link to schedule and intro call with us: https://calendly.com/dave-743/wealth-warehouse-intro-callABOUT 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]
29:3116/01/2023
Episode 48: IBC and the Mechanics of Legacy Creation
Leaving a legacy is arguably one of the most important things a person can do. It’s a difficult task to accomplish that also takes a disciplined mindset and an eye for the future.In this week’s episode, the fellas take a look at the components of legacy and how it mixes not only with IBC, but also with contemporary views on wealth creation. How should you set up your family members for when you graduate? What need to go right? What could go wrong?And being fathers themselves, Dave and Paul also dive into what legacy means for them as well as what they are doing to secure the next generation’s future!Episode Highlights:(0:00) - Introduction(0:32) - Beginning of the episode(3:48) - Client success story(7:24) - Having different “buckets”(9:51) - What goes into legacy?(14:29) - What legacy planning means to Paul and Dave(19:33) - Nelson weighs in(23:24) - What Nelson’s plan looks like in action(26:34) - Some more significant advantages of Nelson’s plan(33:45) - Episode wrap-upIs IBC for you? Use this link to schedule and intro call with us: https://calendly.com/dave-743/wealth-warehouse-intro-callABOUT 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]
34:3109/01/2023
Episode 47: Happy New Year! 7 Steps to a Prosperous 2023
With the new year officially here - it’s time to look forward to these next 12 months and see what you can do to make 2023 bigger and better for your financial future.So join the fellas this week as they outline their “7 Steps for a Better 2023”! Maybe you’re a new user, or a prospective IBC practitioner and you want to find out how you can get deeper. Perhaps you’re a vet that has years under your belt. It doesn’t matter!From getting a mentor and the right information to tweaking your mindset , Dave and Paul will take you through the broad moves you need to make for success in the coming year.Episode Highlights:0:00 - Introduction2:30 - Reflecting on 2022, question from a recent client6:06 - Introduction to the “7 Steps for a Better 2023”7:22 - “Start thinking like a banker”10:36 - “Add guarantees and certainties in your financial life”14:19 - “Don’t think either/or, think both/and”18:35 - “Get mentors, get advice”21:35 - “Start questioning what you’re being sold and told”26:32 - “Avoid the noise”31:10 - “Build your capital base for opportunities”33:10 - Episode wrap-upIs IBC for you? Use this link to schedule and intro call with us: https://calendly.com/dave-743/wealth-warehouse-intro-callABOUT 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]
34:4202/01/2023