Wealth Warehouse

Visit our website: Dave and Paul celebrate episode 200 by riffing on Covey’s “7 Habits” and translating them into practical, IBC moves. They discuss each of the “7 Habits” and double click on some big x-factors, like...

Visit our website: Dave and Paul return for their monthly webinar where this time, they tackled the theme: How has "Rethinking your thinking" changed your life? Additionally, they talk about using policy loans for cars...

Visit our website: This week on Wealth Warehouse, Dave and Paul kick around the hot “50-year mortgage” idea and why it may help (or hurt) depending on how you think about cash flow and control. Then they get practical...

Visit our website: This week on Wealth Warehouse, Dave and Paul break down the high-profile lawsuit NASCAR star Kyle Busch filed against Pacific Life after allegedly losing $8.5M in an indexed universal life (IUL)...

Visit our website: Part two with pilot/IBC pro Travis Fairbairn digs into the big question: “I’ve got cash value, now what?” We break down a simple, repeatable way to turn whole life policy cash value into predictable...

Visit our website: Travis Fairbairn joins Dave and Paul for a fun, super practical chat on Infinite Banking. He details his journey as a corporate jet pilot and how he found IBC, put it to work, and started “stacking...

Visit our website: Dave and Paul open the vault on how they actually put cash value to work. Join other Infinite Banking practitioners as they discuss how they look for low risk, repeatable opportunities that fit an IBC...

Visit our website: Dave and Paul go back to basics on human life value (HLV), and why most families are dramatically underinsured. They contrast needs-based planning with an HLV approach, share Nelson Nash’s page-24...

Visit our website: Dave and Paul tackle a common stall-out point: starting IBC with one whole life policy and never building the system Nelson Nash intended. They cover when to add policies (spouse/kids/your increased...

Visit our website: New policy in force, now what? Dave and Paul walk through the first moves after your IBC policy goes active. From “slow your roll” capitalizing, to trading out high-interest debt, to building an...

Visit our website: Fresh off the annual South Dakota pheasant trip, Dave and Paul unpack how time in the field mirrors smart money habits. From planning that survives “first contact,” to keeping dry powder ready so you...

Visit our website: This week, Dave and Paul unpack a common client question: “What should I do with a windfall?” Drawing from a recent mastermind with fellow IBC practitioners, they compare strategies for deploying a...

Visit our website: This week, Dave and Paul bust a big myth about whole life: that premiums are rigid forever. They break down base (required) vs. PUA, Paid-Up Additions (flexible), why both buy death benefit, and how...

Visit our website: This week, Dave and Paul riff on a simple mantra with big financial consequences: “Do something today your future self will thank you for.” From the coffee-you-prepped-last-night to where you actually...

Visit our website: Welcome back to another episode of Wealth Warehouse! Welcome back to another addition of Wealth Warehouse – in this week’s special episode, you get yet another sneak peek into the IBC webinar that...

Visit our website: Welcome back to another episode of Wealth Warehouse! In this week’s episode, Dave and Paul take a look at the central theme of the poem, “The Road Not Taken”, by Robert Frost – and why it’s the...

Visit our website: Register here for the next live Wealth Warehouse Webinar happening Saturday August 23rd at 10AM CST/11AM EST: Welcome back to another episode of Wealth Warehouse! This week, the guys break down a...

Visit our website: Registers here for the next live Wealth Warehouse Webinar happening Friday August 22nd at 11AM CST/Noon EST: Welcome back to another episode of Wealth Warehouse! In this episode Dave and Paul push...

Visit our website: Becoming Your Own Banker by Nelson Nash: Welcome back to another episode of Wealth Warehouse! Welcome back to another episode of Wealth Warehouse! In this week’s episode, Dave and Paul sit down to be...

Visit our website: Becoming Your Own Banker by Nelson Nash: Welcome back to another episode of Wealth Warehouse! This week, Dave and Paul tackle a listener question and roll that topic into a larget discussion on the...

Visit our website: Becoming Your Own Banker by Nelson Nash: Welcome back to another episode of Wealth Warehouse! This week, Dave and Paul are joined by Ryan Fleming, also known as "the Pilot's Advisor". Ryan is a...

Visit our website: Becoming Your Own Banker by Nelson Nash: In this episode, Dave and Paul unpack a core belief that separates seasoned IBC practitioners from the casual policyholder: the commitment to paying premiums...

Visit our website: Becoming Your Own Banker by Nelson Nash: It’s that time again! The monthly webinar. This installment welcomes summer and fresh IBC topics for your viewing pleasure! This episode covers some familiar...

Visit our website: Becoming Your Own Banker by Nelson Nash: In this week’s episode, Dave and Paul continue their conversation on “unlearning” conventional thought when around banking, building wealth and especially...

Visit our website: Becoming Your Own Banker by Nelson Nash: For a lot of people, exploring IBC involves “unlearning” conventional thought when it comes to wealth building. Whether it be about investment return risk...