I’ve shared several details before about how I discovered IBC and started advising other people. But if you’ve ever wanted to know more, then you’ll love this episode.
That’s because I’m sharing my recent appearance on the Infinite Banking Initiative podcast from the Nelson Nash Institute. And it is all about how I found IBC, and the impact it has on me and my clients.
This is the most-detailed account I’ve shared about my journey from entrepreneur to IBC, and the bumps and detours I took along the way.
Listen now!
Show highlights include:
- The shocking job offer (right after I bombed an interview) that changed my life. ([8:56])
- How 2008 shattered my perceptions and nearly forced me out of advising for good. ([10:30])
- Random way I met my mentor, and the mindblowing 1-hour meeting that sold me on IBC. ([14:18])
- My Raw reaction to Becoming Your Own Banker — and the “forbidden” word it embraced, but Wall Street couldn’t handle. ([19:49])
- What going “all in” on IBC really means — and how 9 policies power my financial life. ([21:24])
- Real-life examples of how far IBC’s flexibility can take you. ([27:19])
- The one thing I’d change about my IBC journey, if I could. ([29:31])
- Why it matters whether your advisor has a mentor. ([31:16])
- The biggest myth about IBC — and why it melts under scrutiny. ([33:52])
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