All posts by Cameron and Anthony

Bloodsuckers, Gofers & Clowns: Becoming Your Own Banker Part 7

In this episode we review pages 51 – 63 of Nelson Nash’s “Becoming Your Own Banker.” We dive deep into the equipment financing section where Nelson proves the more we use the policy the better

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Universal Life: The Inconvenient Truth about the “Other” Permanent Insurance

We advocate Whole Life Insurance with PUA (Paid-Up Addition) riders for some of our clients as a good place to store cash, as well as benefit from permanent life insurance. But what about Universal Life?

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Whole Life vs. Indexed Universal Life: What Insurance Agents and Financial Advisors Really Think

Have you ever wondered if a financial professional was selling you what is really best for you? In this post, we peel back the advice that agents and advisors give, not just to their clients, but to their

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The Power of Leverage: Three Reasons to Use Assets as Collateral

Perhaps you wondered to yourself, “But why would I WANT to leverage my assets or use them as collateral? Don’t I want them to be “free and clear”? But is that how the wealthy of the world operate!?

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The Leverage Test: Can You Use Your Assets as Collateral?

When you invest or store your dollars somewhere, it’s important to consider if – or on what terms – you can borrow them back should an urgent need for cash arise.  It’s common for people to find

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Keith Yackey: How to Raise Private Money and Build “Relationship Capital”

In this episode we interview Keith Yackey, carpenter turned Real Estate Entrepreneur. Keith is the founder of Private Money Pro, the creator of the Private Money Process and has flipped over 700 properties,

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Stop Trading Time for Money: Turnkey Rental Properties with Stu Grazier

Are you feeling stuck at your job and tired of trading time for money? If so, you need to listen to this episode where we interview Stuart “Stu” Grazier, co-founder of Storehouse 3:10 Ventures where

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The CARES Act and how it applies to YOU and YOUR Business

In this week’s podcast, we discuss the recently passed CARES ACT; the single largest stimulus package ever passed by Congress. There are some phenomenal provisions in here and we want to make sure you

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Financial Planning has FAILED, why one Certified Financial Planner did NOT to renew her designation

In this episode Kim Butler shares with us what led her to walk away from “typical” financial planning; including giving up her CFP designation and ultimately create the Prosperity Economics Moveme...

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Creating Passive Income with Turnkey Real Estate

Today we interview Liz Nowlin from Mid-South Home Buyers as we discuss Turn Key Real Estate. She explains what Turn Key Rental Properties are and why they are a great option for investors looking to create

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“The Community”……What is it? And why you should join?

In today’s episode, we interview colleagues Russ Morgan and Joey Mure, co-founders of Wealth Without Wall Street.

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Virtual Open Office Hour: Concerns Regarding the Coronavirus Situation

Listen in on the Virtual Open Office Hour addressing client concerns regarding the Coronavirus situation. They address the five most common questions they been asked..

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Why We (and Batman) DO NOT Recommend IULs for Infinite Banking

Here you can watch video’s highlighting the math behind IUL’s, the differences in IUL illustrations vs WL illustrations, the costs in an IUL Policy as well articles from The Wall Street Journal, Bloomberg

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10 Things you can do NOW to create opportunities BEFORE the next recession

Today we discuss 10 steps you can take to protect yourself from an upcoming recession. Some topics discussed include:

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The Next Recession….WHEN and WHY!!

In this episode, we interview American Economist, Robert “Bob” Murphy. Bob tells us WHEN and WHY to expect the next RECESSION TO HIT the US Economy

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