Becoming Your Own Banker by Nelson Nash:

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

Visit our website:

https://www.thewealthwarehousepodcast.com/

It’s that part of the year we all dread.. tax time.

Maybe.. It doesn’t need to be such a drag in the first place – if you have a plan in place for how you can properly place and sequence your money for maximum benefit come tax season.

This week’s episode also takes you through Paul’s very own strategy and how he’s addressing his tax obligations with his own banking system.

Episode Highlights:

0:00 - Introduction

1:13 - Episode beginning

4:02 - Life insurance and your “future value”

5:02 - Real world example of the IBC thought process

5:45 - “Tax time” for Paul

7:58 - Dealing with the upcoming tax bill

11:39 - Running cash through your policies

18:20 - Premium deposit fund

21:33 - The ultimate combo..

23:23 - Funding the premium long-term

25:21 - Privacy

32:11 - Episode wrap-up

ABOUT YOUR HOSTS:

David Befort and Paul Fugere are the hosts of the Wealth Warehouse Podcast. David is the Founder/CEO of Max Performance Financial. He founded the company with the mission of educating people on the truths about money.

David's mission is to show you how you can control your own money, earn guarantees, grow it tax-free, and maintain penalty-free access to it to leverage for opportunities that will provide passive income for the rest of your life.

Paul, on the other hand, is an Active Duty U.S. Army officer who graduated from Norwich University in 2002 with a B.A. in History and again in 2012 with a MA in Diplomacy and International Terrorism. Paul met his wife Tammy at Norwich.

As a family, they enjoy boating, traveling, sports, hunting, automobiles, and are self-proclaimed food people.

Visit our website:

https://www.thewealthwarehousepodcast.com/

Catch up with David and Paul, visit the links below!

Website:

https://infinitebanking.org/agents/Fugere494

https://infinitebanking.org/agents/Befort399

LinkedIn:

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

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

Email:

davidandpaul@theibcguys.com

Becoming Your Own Banker by Nelson Nash:

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

Visit our website:

https://www.thewealthwarehousepodcast.com/

This week, Dave and Paul ask a simple question:

“Are you better off now than you were 4 years ago?”

It’s no secret that IBC is a stable asset, in fact, it will continue to appreciate no matter who the President is, or the state of the economy.

This is the best “place” for your money to be. Protected from uncontrollable external factors that you can’t plan for.

No more hills and valleys like you see in the stock market, or with a 401k – no more getting screwed by inflation, the Fed, taxes or politicians.

So tune in to see how, financially, you can be “better off than you were 4 years ago”, and for each year after that..

Episode Highlights:

(0:00) - Introduction

(1:12) - Episode beginning, catching up

(4:06) - What Dave and Paul DON’T care about

(6:12) - Success in spite of politics and economic changes

(9:06) - Independence

(10:04) - Are you better off now than you were 4 years ago?

(14:29) - Flexibility and opportunities

(20:28) - What can you control?

(23:51) - There is no better loan you can take..

(26:15) - Bringing the focus to your own personal economy

(28:19) - What else has gone up?

(34:46) - Episode wrap-up

ABOUT YOUR HOSTS:

David Befort and Paul Fugere are the hosts of the Wealth Warehouse Podcast. David is the Founder/CEO of Max Performance Financial. He founded the company with the mission of educating people on the truths about money.

David's mission is to show you how you can control your own money, earn guarantees, grow it tax-free, and maintain penalty-free access to it to leverage for opportunities that will provide passive income for the rest of your life.

Paul, on the other hand, is an Active Duty U.S. Army officer who graduated from Norwich University in 2002 with a B.A. in History and again in 2012 with a MA in Diplomacy and International Terrorism. Paul met his wife Tammy at Norwich.

As a family, they enjoy boating, traveling, sports, hunting, automobiles, and are self-proclaimed food people.

Visit our website:

https://www.thewealthwarehousepodcast.com/

Catch up with David and Paul, visit the links below!

Website:

https://infinitebanking.org/agents/Fugere494

https://infinitebanking.org/agents/Befort399

LinkedIn:

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

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

Email:

davidandpaul@theibcguys.com

Becoming Your Own Banker by Nelson Nash:

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

Visit our website:

https://www.thewealthwarehousepodcast.com/

It’s something that each and every one of us should have..

An “opportunity fund”.

In this week’s episode, Dave and Paul dive into the benefits of having an “opportunity fund” as well as an “emergency fund” and the peace of mind it brings you in the short-term, as well as the long-term.

The fellas also show you why you should be interested in establishing these funds in the first place – and what you can do to get it started. Additionally, Dave and Paul cover the death benefit, having “friction” between you and your money – and much more!

Episode Highlights:

(0:00) - Introduction

(0:39) - Episode beginning

(3:23) - Your “Opportunity fund”

(8:06) - “If you have the money to solve a problem…”

(9:56) - Putting IBC “in between”

(10:37) - Determining what the opportunity fund is

(13:21) - The benefit of having an “emergency account”

(16:01) - Having “friction” between you and your money

(23:21) - The death benefit

(29:46) - Peace of mind for your children

(34:11) - Episode wrap-up

ABOUT YOUR HOSTS:

David Befort and Paul Fugere are the hosts of the Wealth Warehouse Podcast. David is the Founder/CEO of Max Performance Financial. He founded the company with the mission of educating people on the truths about money.

David's mission is to show you how you can control your own money, earn guarantees, grow it tax-free, and maintain penalty-free access to it to leverage for opportunities that will provide passive income for the rest of your life.

Paul, on the other hand, is an Active Duty U.S. Army officer who graduated from Norwich University in 2002 with a B.A. in History and again in 2012 with a MA in Diplomacy and International Terrorism. Paul met his wife Tammy at Norwich.

As a family, they enjoy boating, traveling, sports, hunting, automobiles, and are self-proclaimed food people.

Visit our website:

https://www.thewealthwarehousepodcast.com/

Catch up with David and Paul, visit the links below!

Website:

https://infinitebanking.org/agents/Fugere494

https://infinitebanking.org/agents/Befort399

LinkedIn:

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

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

Email:

davidandpaul@theibcguys.com