189. What Are You Really Worth?
Wealth Without Bay Street 189: What Are You Really Worth? “What Would the Rockefellers Do?” is one great read not just for advisors but for anybody who is looking to grow and protect their wealth for generations. In this new episode, we sit down with the author himself, Michael Isom who invites us to think […]
188. Why Protecting Your Intellectual Property Should Be A Priority
Wealth Without Bay Street 188: Why Protecting Your Intellectual Property Should Be A Priority To bring fresh ideas and inventions to life – it requires time, money, dedication, and brainpower. Ensuring the security of your business starts with safeguarding your innovations and concepts right from the start. In this episode, we sit down with Devin […]
187. How to Prepare for Future Financial Windfalls
Wealth Without Bay Street 187: How to Prepare for Future Financial Windfalls When the inevitable occurs and death comes knocking, there’s something called a death benefit that you should know about. This benefit is completely tax-free, comes in the form of large money, and Nelson Nash wisely referred to it as a future windfall. So, […]
186. Whole Life Policy Design: What You Need To Know
Wealth Without Bay Street 186: Whole Life Policy Design: What You Need To Know In Becoming Your Own Banker, page 38, Nelson Nash describes the attributes of a whole life policy that would be ideal for The Infinite Banking Concept. Unfortunately, most of us have been taught to see insurance as something we should contribute […]
185. What is an Infinite Banking Policy?
Wealth Without Bay Street 185: What is an Infinite Banking Policy? There is no such thing as ‘Infinite Banking Policy.’ You may hear this everywhere on the Internet. Statements such as “here is how to get yourself an ‘Infinite Banking Policy.’ These are three words put together a lot that never should be. Why, you […]
184. Should I Use RRSP Matching?
Wealth Without Bay Street 184: Should I Use RRSP Matching? From the time Canadians land their first job, they’re commonly directed to invest in the Registered Retirement Savings Plan (RRSP) as a savings strategy. Interestingly, while it may seem that we’re being nudged to place our money into this program by the people around us, […]
183. Learn, Earn, and Build a Legacy with IBC
Wealth Without Bay Street 183: Learn, Earn, and Build a Legacy with IBC We absolutely admire working with individuals who approach life with respect, have strong family values, an active mindset, eagerness to learn, and openness to coaching. One of our awesome clients, Thomas Eade, is a constant source of inspiration. He always finds a […]
182. Invest In Your Most Valuable Asset
Wealth Without Bay Street 182: Invest In Your Most Valuable Asset Looking for unique ways to guard and grow your wealth, just like the top 1%? Dave Wolcott suggests that Infinite Banking is one alternative wealth strategy you should definitely pay attention to. This serial entrepreneur and ex-marine captain has come on board to discuss […]
181. Is Your HELOC A Ticking Time Bomb?
Wealth Without Bay Street 181: Is Your HELOC A Ticking Time Bomb? Is your home equity line of credit (HELOC) potentially a ticking financial bomb?💣💥 We sure hope not! Today, we’re chatting with Henry Wong about some of the uncertainties in the HELOC market that’s been noticeable in the Canadian landscape. We find ourselves navigating […]
180. Clarifying The Marketing Language Of Infinite Banking
Wealth Without Bay Street 180: Clarifying The Marketing Language Of Infinite Banking Everyone should be aware, especially our clients, what the Infinite Banking Concept is. 😮 Many practitioners sensationalize the message. The idea isn’t about ‘beating’ the bank, it’s about becoming the banker. What you’re doing is stepping into one of the four roles outlined […]
