loader from loading.io

Special Interview on the Wealth Cruise with Dr. John Bergman and Krish Dhanam

Wealth Talks

Release Date: 11/06/2019

White Coat Investor vs. Infinite Banking show art White Coat Investor vs. Infinite Banking

Wealth Talks

On this episode we are discussing an article written by the White Coat Investor on Infinite Banking. The article is called 7 truths on Infinite Banking / Bank On Yourself.  In this episode: Who is The White Coat Investor?  Are the 7 "truths" of this article accurate? ... We discuss each of them today.  Is The White Coat Investor consistent?  Clarity on some confusion around infinite banking and whole life insurance  Direct vs Non Direct recognition.  What is an Infinite Banking Policy?  Link to Tom McFie's article on the White Coat Investor: Follow the...

info_outline
Dave Ramsey...Then What?  show art Dave Ramsey...Then What?

Wealth Talks

Dave Ramsey has 7 recommendations: Start a $1000 emergency fund Implement a debt snowball strategy Have 3-6 months of expenses worth in savings Invest 15 % of your income Save for your children’s college tuition Pay off your house early Build wealth and give Are these 7 steps good to follow? Do they lead to financial success? Here's our opinion. Also in this episode: What is the difference between an Emergency Fund and a Cash Cushion? Expectations and positive thinking.  Link to Dave Ramsey vs Infinite Banking binder:

info_outline
Infinite Banking and Chat GPT show art Infinite Banking and Chat GPT

Wealth Talks

We decided to ask Chat GPT questions about Infinite Banking. It was pretty accurate today, but it also had some serious errors. We ask Chat GPT, What is Infinite Banking? And it gives us an example.  We ask Chat GPT, What about using Indexed Universal Life Insurance for Infinite Banking? Is Dave Ramsey correct about Infinite Banking? Can I use Infinite Banking for Retirement Income? This whole episode is questions we're asking to Chat GPT and other AI software, and then evaluating their responses. If you don't know about a subject, it can be hard to separate the facts from the...

info_outline
Infinite Banking In 2026. Here's What You Need to Know show art Infinite Banking In 2026. Here's What You Need to Know

Wealth Talks

How Infinite Banking is going to work in 2026. What's changing? What's staying the same? In this episode:  *An update on Dad* His diagnosis, treatment and whats happening right now. Using Infinite Banking to keep your money growing at maximum efficiency Using Infinite Banking with Real Estate Why should you use Whole Life Insurance with Infinite Banking? Making a cash offer on a piece of real-estate Using Life Insurance and Infinite Banking for Retirement Using Infinite Banking to purchase a vehicle Can I start an Infinite Banking policy on my children and grandchildren? đź“„ INFINITE...

info_outline
How to Buy A Car With Infinite Banking show art How to Buy A Car With Infinite Banking

Wealth Talks

This is the story of how Michael and Andreini used Infinite Banking to purchase their new car. A Toyota 4 Runner Limited, AWD, premium wheels and less than 9000 miles for $55,500. Infinite Banking allows you to put yourself in the driver seat of your own finances by providing access to financing under your own terms. No loan underwriting, no credit applications, you're in control. You'll hear in this episode how Infinite Banking served Michael and Andreini when they purchased their new vehicle. Because of Infinite Banking, they had negotiation leverage with the dealership and ended up...

info_outline
Retirement Planning show art Retirement Planning

Wealth Talks

Planning for retirement. Is it smart to follow what everyone else is doing? Can Life Insurance help with your retirement strategy? What is a 401k?  What is a 7702?  We discuss planning for retirement in this episode and the many different options and approaches that are available, and what people choose. Listen and get all the details now. đź“„ INFINITE BANKING MADE SIMPLE | Get the free binder here:  Follow the Wealth Talks Podcast on: Instagram:  Facebook:  Listen to the Wealth Talks Podcast on: Apple Podcasts:  Spotify:   

info_outline
Marc Adams audio show art Marc Adams audio

Wealth Talks

Marc Adams is the founder of the world renowned Marc Adams School of Woodworking. He joins us on this podcast and shares the story of how it all got started. The Marc Adams School of Woodworking (MASW) hosts world famous craftsman and artist to share their time honored crafts. Woodworking, glass blowing, painting, leather working, metal working, quilting, furniture building, joinery, cabinetry and the list goes on! Learn more and sign up for a class on their website here:  https://www.marcadams.com/

info_outline
Here's what's going on with The Kyle Busch Lawsuit show art Here's what's going on with The Kyle Busch Lawsuit

Wealth Talks

Kyle Busch is suing (and its a massive lawsuit!) over the performance of his Indexed Universal Life insurance policy that has killed his retirement plan. We go over the details of whats going on in this podcast episode. Is it the life insurance agents fault? Is it the Insurance Companies fault? What will this mean for other people who own this same kind of Insurance? This a lawsuit for the books! And has the potential to effect a lot of people! Listen and get all the details now. đź“„ INFINITE BANKING MADE SIMPLE | Get the free binder here: Follow the Wealth Talks Podcast on: Instagram: ...

info_outline
1 Million into Infinite Banking show art 1 Million into Infinite Banking

Wealth Talks

How do you get a large amount of money into an Infinite Banking Policy? We go over the details on this episode. This episode follows the story of one of our real estate clients who came to us for an infinite banking policy. Listen along and learn from this real life scenario. đź“„ INFINITE BANKING MADE SIMPLE | Get the free binder here: Follow the Wealth Talks Podcast on: Instagram: Facebook: Listen to the Wealth Talks Podcast on: Apple Podcasts: Spotify:

info_outline
549 Audio show art 549 Audio

Wealth Talks

info_outline
 
More Episodes

Conversation with Krish Dhanam and Dr. John Bergman highlighting some of the wonderful experiences and content from the 2019 Wealth Cruise.🚢

 

From financial wealth building to world views and knowledge for cultivating physical health and well-being, this cruise reflects a recognition that humans are tridimensional in nature with Mental, Physical and Spiritual aspects. To achieve real and sustainable wealth you have to become successful in all 3 dimensions.

 

Mentally you can design a strategy to create financial wealth and exercise discipline to follow your plans and make important adjustments along the way.

Physically you want to recognize when your body is stressed and how that could affect your ability to perform and experience life at your full potential.

Fundamental world views (aka spiritual beliefs) affect your work ethic, and give you the dignity to serve and do the things you need to do in the other two dimensions.

 

Ultimately you want to grow in a balanced way. Krish Dhanam explains the wheel of life and how this can help you develop a large “wheel” in a balanced way without getting side tracked by circular logic or passing emotional desires.

 

Resources:

Zig Ziglar’s Wheel of Life - How does Your Life Measure?  >>>>

Subscribe to Life Benefits for info on the Next Wealth Cruise