Oct 30 2026 | 01:10:55
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345: Policy Loans Explained | 5 IBC Questions Worth Asking
Oct 30 2026 • 01:10:55
Explore five IBC questions with Mike Smela and Richard Canfield, covering policy loans, funding limits, dividends, marketing and tax considerations....
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344: Why Real Estate Investors Need Liquidity
Oct 21 2026 • 01:08:49
Building a successful real estate portfolio requires more than finding profitable properties. It also requires maintaining access to capital when circ...
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343: How a Life Insurance Policy Loan Helped After a Medical Emergency
Oct 19 2026 • 01:01:49
Listen on Spotify Additionally, this post shares one Canadian client’s experience for education. However, this is not insurance, financial, legal, or...
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342: Cash Balance Plan vs 401(k), How the Deduction Works for Business Owners
Oct 07 2026 • 00:33:28
If you own a profitable business, your retirement plan often targets employees, not owners. In Part 2 of our series, Rohit Punyani, co-founder and Chi...
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341: How Business Owners Turn Tax Planning Into an Asset?
Oct 02 2026 • 00:25:57
Most financial conversations with business owners start the same way: “How much did you make?” Rohit Punyani, Co-Founder & Chief Solutions Officer of ...
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340: Is a DRIP Portfolio Worthwhile With Infinite Banking?
Sep 25 2026 • 00:25:02
Is Infinite Banking Actually an Investment? In short, Infinite Banking is a capitalization tool, not an investment. Additionally, it builds liquidity....
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339: Is Infinite Banking an Investment?
Sep 22 2026 • 00:33:26
“An investment should only be in something that you know a great deal about. Everything else, I repeat, everything else, is speculation.” That’s Nelso...
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338: How Much Life Insurance Do I Actually Need?
Sep 11 2026 • 00:55:26
It’s one of the most common questions people type into Google, ask ChatGPT, and search on YouTube. Richard Canfield breaks down the concept that insur...
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337: Am I Too Old for Life Insurance?
Sep 09 2026 • 01:02:19
No, the majority of people who start whole life insurance or Infinite Banking are between 45 and 65 years old. “I’m in my 50s. I’m in my 60s. Isn’t th...
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336: Financial Planning After Loss | Jeff Treleaven's Story
Sep 02 2026 • 00:50:30
Money is never just about money. It’s about the people we love and the future we’re all trying to protect, especially in the moments we never see comi...