December 22, 2020

42. Getting Started With The Process Of Becoming Your Own Banker – Client Series

James Auclair is a simple family man that has continually been looking for ways to make his family’s limited amount of savings dollars work harder. Realizing that school taught him nothing in the way of savings and finances, he started learning the basic…

Show Notes

Wealth Without Bay Street
Wealth Without Bay Street
42. Getting Started With The Process Of Becoming Your Own Banker - Client Series
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James Auclair is a simple family man that has continually been looking for ways to make his family’s limited amount of savings dollars work harder. Realizing that school taught him nothing in the way of savings and finances, he started learning the basics on his own. And although mainstream influences said RRSPs and TFSAs were the way to go, they didn’t always make sense and never did “feel” quite right. With the introduction to the Infinite Banking Concept, James can now both see his family’s path to financial security and feel great getting there.

IN THIS EPISODE, YOU WILL LEARN:

  • [00:01:52] The Beginning Of The IBC Journey
  • [00:07:14] Why Ascendant Financial?
  • [00:13:44] RRSPs to IBC
  • [00:17:30] Something James Wants People To Know
  • [00:19:05] How Have Conversations Changed?

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Documentary Film This is Nelson Nash: https://www.ascendantfinancial.ca/nelson-nash-film/

💸 Financial Advisor? Learn about the Infinite Banking Concept here: Nelson Nash Institute Practitioner Program: https://infinitebanking.org/practitioners-program/ref/6/

EVA – Economic Value Add The Real Key To Creating Wealth Article: https://infinitebanking.org/the-real-key-to-creating-wealth/ref/6/