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Ep. 213 - Use It or Lose It, with Tarisa Shelton

Without the Bank Podcast

Release Date: 04/11/2025

Ep. 225 - The High Cost of Doing it All Yourself show art Ep. 225 - The High Cost of Doing it All Yourself

Without the Bank Podcast

In today's episode, Mary Jo calls out the chaos in blue-collar businesses and makes a clear case for hiring help. If you're in the trades and tired of missed calls, poor communication, and 70-hour work weeks, this one's for you. Audio Production by Podsworth Media -  

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Ep. 224 - Prepare for Partnerships to Die show art Ep. 224 - Prepare for Partnerships to Die

Without the Bank Podcast

What happens if your partner or key employee dies? Mary Jo shares why buy-sell and key man policies are a must to protect your business. Audio Production by Podsworth Media -  

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Ep. 223 - Codie Sanchez Meets Infinite Banking show art Ep. 223 - Codie Sanchez Meets Infinite Banking

Without the Bank Podcast

Mary Jo and Tarisa discuss Codie Sanchez's business-buying strategy and how infinite banking can take it even further. Discover why funding through your own system changes the game. Audio Production by Podsworth Media -  

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Ep. 222 - The IUL Illusion show art Ep. 222 - The IUL Illusion

Without the Bank Podcast

In this episode, Mary Jo and Tarisa expose why IULs fall short for infinite banking and highlight the value of transparency, guarantees, and real long-term control. Audio Production by Podsworth Media -  

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Ep. 221 - Don't Bank on Bad Habits show art Ep. 221 - Don't Bank on Bad Habits

Without the Bank Podcast

Today, Mary Jo and Tarisa dive deep into a question many face: Should you start an infinite banking policy while in debt? They unpack real-life examples, human behavior patterns, and financial discipline to help listeners make smarter, more sustainable money decisions. Audio Production by Podsworth Media -  

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Ep. 220 - The Ep. 220 - The "Cheap" Life Insurance That Could Leave You Broke

Without the Bank Podcast

MJ and Tarisa continue the conversation and dive deep into the truths and misconceptions about Universal Life (UL) insurance policies, comparing them to Whole Life and exploring why guarantees matter. They break down industry noise, market risks, and why understanding your policy could mean the difference between lasting coverage and financial disappointment. Audio Production by Podsworth Media -  

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Ep. 219 - 3 Things That Truly Matter When Buying a Policy show art Ep. 219 - 3 Things That Truly Matter When Buying a Policy

Without the Bank Podcast

In this episode, MJ and Tarisa break down what really matters when it comes to life insurance: proper policy structure, guarantees, and working with the right agent. They dive into the dangers of chasing rates of return and why illustrations often tell only part of the story. Audio Production by Podsworth Media -  

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Ep. 218 - Roth or Whole Life? The Better Tool for IBC show art Ep. 218 - Roth or Whole Life? The Better Tool for IBC

Without the Bank Podcast

Curious about how a Roth IRA stacks up against a whole life insurance policy for Infinite Banking? In this episode, we break down the key differences, from control and liquidity to tax treatment and long-term benefits, helping you decide which option fits your financial goals. Audio Production by Podsworth Media -  

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Ep. 217 - Dave Ramsey Isn't Wrong: Addressing Inflation show art Ep. 217 - Dave Ramsey Isn't Wrong: Addressing Inflation

Without the Bank Podcast

This week, Mary Jo and Tarisa take a hard look at the popular claim that saving $100 a month can make you a millionaire by retirement, famously promoted by Dave Ramsey. Let's unpack the real math behind market returns, inflation, and financial control, arguing that blind faith in traditional plans can leave you woefully unprepared. Audio Production by Podsworth Media -  

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Ep. 216 - Wealth is Relative... and Squirrels, with Tarisa Shelton show art Ep. 216 - Wealth is Relative... and Squirrels, with Tarisa Shelton

Without the Bank Podcast

In this episode, Mary Jo and Tarisa discuss the concept of wealth being relative to the people we surround ourselves with. They emphasize the importance of having a positive and ambitious environment, avoiding the victim mentality, and learning from successful individuals. They also talk about the significance of taking action and maintaining an open mind. Audio Production by Podsworth Media -  

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More Episodes

In this episode, we dig into the theory of "use it or lose it" in infinite banking, exploring how neglecting your policy can limit its potential benefits. Through real-life stories and insights, we discuss the importance of actively using your policy to maximize cash flow, opportunities, and long-term financial success.

Audio Production by Podsworth Media - https://podsworth.com