Category Archives for podcast

Convertible Term: What is it and Why You Need it

We often get questions such as… “What is the difference between convertible and non-convertible term? How much coverage should I have? What does the process of converting term insurance look like? And today we answer all of those and more.

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From Cancer Researcher to Lady Landlord with Becky Nova

Becky Pfaffenbach Nova is a real estate investor that has acquired 10 doors in the highly competitive and high-cost living areas of New York City and the Dominican Republic in just 24 months.

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Build to Rent Duplexes | Helping You Build Wealth Through Real Estate Part 2

Part Two of our interview with Shawn and Joni Wolfswinkel, founders of Texas Turnkey Properties. Shawn and Joni not only offer single-family residences but also offer build to rent duplexes as investment opportunities.

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Should You Buy Term and Invest the Difference

DO NOT buy Whole Life…You should buy term insurance and invest the difference!! How many times have you heard this? We just recently had a client call and say he was going to do exactly this. So, you know what we did….we did the MATH!!

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Texas Turnkey Properties | Helping You Build Wealth Through Real Estate

Today we are joined by Shawn and Joni Wolfswinkel, founders of Texas Turnkey Properties. They specialize in buying, selling and managing various investment properties within several different communities

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Create the life YOU want: Our interview with Barri Griffiths Pt 2

The second half of our interview with former-WWE wrestler, KÁ villain, Podcast Host and successful real estate investor, Barri Griffiths who shares how he overcame the learning curve that all new investors face when getting started.

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Should You Use Your Policy to Finance a Car?

In today’s episode, Anthony and Cameron discuss the advantages of using a policy loan versus using a bank loan and we share how and why our perspective on this has changed over the years.

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Create the life YOU want: Our interview with Barri Griffiths Pt 1

In today’s episode, Anthony and Cameron discuss the differences between a payment/expense and how understanding this comparison will get you excited to write those premium checks.

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Are Premiums a Payment or Deposit?

In today’s episode, Anthony and Cameron discuss the differences between a payment/expense and how understanding this comparison will get you excited to write those premium checks.

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What If I am Uninsurable? Part 13 of Becoming Your Own Banker

In today’s episode, Anthony and Cameron discuss what makes someone uninsurable and what options are available to them

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The How and WHY of Delegating with David Chavez

In today’s episode, we discuss the number one reason why 96% of business owners never get to a $1.0M in annual revenue.

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Introduction to the CashFlow Quadrant

Join us as we begin a new series in which we review Robert Kiyosaki’s, CashFlow Quadrant.

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Direct vs. Non-Direct | For Infinite Banking, which is better?

Which type of insurance company is better for Infinite Banking: Direct or Non-Direct Recognition?

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How to set SMART goals with David Chavez

Join us as we discuss this idea as well as The Value of Setting Three (And only THREE) Goals and How Stretch Goals can be Harmful. This is Part One of a Two Episode Series.

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Life Equity Loans with Brandon J. Miller, M&M Bank

In today’s episode, we interview Brandon J. Miller, Director of Life Equity Lending with M&M Bank. Brandon describes the advantages and disadvantages of doing this instead of taking a loan against your cash value directly from the insurance company.

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