Do You Want a Professionally Managed Bond Portfolio? with David Zapata - Episode 14
Release Date: 11/27/2023
Financial Abundance with Factum Financial with Wade Borth - Episode 24
Beat The Banks
Joining host Kyle Fuller again today is Wade Borth as they explore the importance of financial awareness and how it can lead to abundance in all aspects of life. Discover how the Factum Financial's Wealth Scorecard can help you gain clarity on your financial journey, identify areas for improvement, and take intentional steps towards financial success. Learn how the Factum community can accelerate your financial growth by sharing insights and experiences. Tune in and unlock the secrets to financial abundance with Factum Financial. Highlights 01:41 - The argument that all financial...
info_outline
Wealth Strategies Unleashed: Mastering the Art of Financial Empowerment with Wade Borth - Episode 23
Beat The Banks
Join guest host Wade Borth, a seasoned wealth strategist, as he explores the world of wealth strategies and financial empowerment by breaking down the myths and misconceptions surrounding them. Discover how to make your wealth circle grow and expand without necessarily taking on higher risks or making massive investments. Wade shares insights on eliminating wealth transfers and plugging the holes in your financial bucket to keep more of what you earn. Whether a business owner or an individual seeking financial growth, this podcast will empower you with the knowledge to take control of your...
info_outline
Future Family Letter with Joe Fuller - Episode 22
Beat The Banks
Today, Kyle is joined by special guest and brother Joe Fuller as they discuss the importance of creating a future family letter—a document that instills beliefs, values, and principles around money to ensure wealth and legacy preservation for future generations. They share their journey in crafting this essential document, emphasizing its significance in building a family banking system. Join them to discover how a future family letter can secure a lasting legacy. Highlights 05:31 Discussion on the concept of family office and its application in the Rockefellers and Rothschilds...
info_outline
The Factum Wealth Scorecard with David Zapata - Episode 21
Beat The Banks
In today's Beat The Banks episode, Kyle is joined by fellow agent David Zapata where they talk about the Factum Wealth Scorecard. They discussed how this tool has been a game-changer for them as agents, their clients, and their colleagues, and how it directly relates to our wealth pyramid framework. Tune in to this exciting conversation as they explore how this scorecard empowers individuals to think, make informed financial decisions, and create a more secure and prosperous future. Don't miss out on the insights and strategies that can transform your relationship with money and put you on the...
info_outline
Infinite Banking: Revolutionizing Loans with Wade Borth - Episode 20
Beat The Banks
Today's episode, guest host Wade Borth dives into a comparison between traditional bank loans and a unique financial strategy known as Infinite Banking. He explores the key differences and advantages of borrowing against your whole life insurance policy using the Infinite Banking strategy - everything from who you're borrowing from and approval requirements to repayment terms, privacy, and ownership collateral. If you've ever wondered about a smarter way to manage your finances and financing needs, this episode is a must-listen. Highlights 01:30 Key characteristics of typical lending versus...
info_outline
The Truth About Infinite Banking: Debunking Myths and Building Wealth with Wade Borth - Episode 19
Beat The Banks
Joining Kyle today is Factum's Chief of Insurance Relations and Head of Coaching - Wade Borth. Together, they explore what Infinite Banking truly is, debunking common misconceptions, and highlighting the importance of the right mindset and proper education. Join them as they cut through the noise in the financial world and set the record straight on this powerful financial strategy. Don't miss out on this enlightening conversation that will change the way you think about money. Highlights 01:05 Wade recognizes the amount of noise and confusion surrounding the concept of infinite banking on...
info_outline
Life, Liberty, and the Pursuit of Happiness with David Zapata - Episode 18
Beat The Banks
Guest host Wade Borth is joined by fellow agent David Zapata as they dive into the concept of life, liberty, and the pursuit of happiness, relating it to the holiday season and the American experience. They also discuss how John Locke's original idea of "life, liberty, and the pursuit of property" aligns with the pursuit of happiness through knowledge, skills, and ownership. Take a listen to this light-hearted and insightful conversation. Highlights 01:13 The common understanding of 'property' as real estate, and as the product of mind and hand labor 03:16 Why so many people still desire to...
info_outline
I Wish I Knew Then with Steve Chader - Episode 17
Beat The Banks
In today's episode of Beat The Banks, Kyle Fuller is joined by special guest Steve Chader. In this episode, they discuss Steve's journey in real estate and how he discovered the power of infinite banking for creating multi-generational wealth. Join them as we explore the importance of understanding compound interest, leveraging real estate, and teaching financial education to future generations. Discover the secrets to financial success and the value of patience in achieving your financial goals. Highlights 01:40 Where Steve got his philosophy and concept in real estate investing 04:38 His...
info_outline
Developing Your Unique Investing Strategy with David Zapata - Episode 16
Beat The Banks
In today's episode of Beat The Banks, Kyle is joined again by fellow agent David Zapata where they delve into the fundamentals of wealth building and explore the world of investing and how unique it is to each individual. While the foundation for wealth building remains the same, the conversation around investing can be wildly different for each individual. Join Kyle and David as they navigate through the diverse visions for financial freedom and explore how investing can be a unique and personalized journey for each of us. Highlights 02:33 The power and impact of money on realizing personal...
info_outline
What Does it Mean to Beat the Banks? with Wade Borth - Episode 15
Beat The Banks
Guest host Wade Borth provides a down-to-earth perspective on Infinite Banking and the importance of saving more of your dollars. He explores the role of whole life insurance as a tool for safety, security, and long-term financial benefits. Tune in to navigate and embrace a mindset of financial empowerment and join on the journey to Beat the Banks and achieve financial freedom! Highlights 01:17 The search for financial abundance and challenging conditioned thinking 03:04 The ideal amount to save and a simple description of infinite banking 07:30 Why whole life insurance is a great savings...
info_outlineGuest hosts Wade Borth and David Zapata dive into the world of whole life insurance, offering a fresh perspective on how it can be a powerful tool for long-term financial planning. They explore the unique benefits of whole life insurance, emphasizing its role as a savings vehicle rather than an investment and the importance of a long-term horizon and discipline when using whole life insurance. Additionally, they touch on the role of insurance companies and the importance of choosing the right partner in your financial journey. If you're looking for a deeper understanding of whole life insurance and its potential as a financial strategy, this podcast is a must-listen.
Highlights
02:51 - David Zapata emphasizes that whole life insurance is not an investment but a great savings environment
05:41 - Discussion on the built-in exit strategy in a life insurance policy
08:40 - Discussion on the perspective that the rate of return in life insurance policies is better compared to bonds or treasuries
14:08 - Description of the beneficial characteristics of whole life insurance for financial investments
18:39 - Acknowledgement of the opaqueness and trade-offs of whole life insurance
20:53 - Assertion on the value and the discipline required for successful whole life insurance
22:24 - Explanation for working specifically with One America
27:15 - Emphasizing the need for structural rather than discretionary benefits in whole life insurance
27:54 - The role of whole life insurance in financial risk management
28:27 - Highlighting the importance of understanding whole life insurance and its long-term benefits
Episode Resources