Episode 194: Infinite Banking Case Study: What Paul and Dave Do With Their Cash Value

Visit our website:

https://www.thewealthwarehousepodcast.com/

Dave and Paul open the vault on how they actually put cash value to work.

Join other Infinite Banking practitioners as they discuss how they look for low risk, repeatable opportunities that fit an IBC plan, and why a simple amortized note can create steady cash flow that helps retire policy loans faster.

Additionally, Dave, Paul and co. walk through using policy loans with intention, keeping repayments flexible, and sequencing a windfall or savings into premiums without losing liquidity.

Becoming Your Own Banker by Nelson Nash:

https://infinitebanking.org/product/becoming-your-own-banker/ref/46/

Episode Highlights:

0:00 - Episode beginning and introduction

3:28 - Deal filter: risk, consistency, repayment

6:15 - What the “note” is, terms and break-even

10:57 - Option 1 recap

11:57 - Option 2

13:38 - Second note

15:16 - Third note

17:50 - Option 3

22:59 - Taxes: interest front-loaded on amortization

28:34 - $100k example → ~$2,100/mo; start Policy B

30:28 - Repayment tactics

44:36 - Keep an emergency buffer; $2,500 min to start

58:29 - The math most miss

1:04:40 - Wrap-up + next steps

ABOUT YOUR HOSTS:

David Befort and Paul Fugere are the hosts of the Wealth Warehouse Podcast. David is the Founder/CEO of Max Performance Financial. He founded the company with the mission of educating people on the truths about money.

David's mission is to show you how you can control your own money, earn guarantees, grow it tax-free, and maintain penalty-free access to it to leverage for opportunities that will provide passive income for the rest of your life.

Paul, on the other hand, is an Active Duty U.S. Army officer who graduated from Norwich University in 2002 with a B.A. in History and again in 2012 with a M.A. in Diplomacy and International Terrorism. Paul met his wife Tammy at Norwich.

As a family, they enjoy boating, traveling, sports, hunting, automobiles, and are self-proclaimed food people.

Visit our website:

https://www.thewealthwarehousepodcast.com/

Catch up with David and Paul, visit the links below!

Website:

https://infinitebanking.org/agents/Fugere494

https://infinitebanking.org/agents/Befort399

LinkedIn:

https://www.linkedin.com/in/david-a-befort-jr-09663972/

https://www.linkedin.com/in/paul-fugere-762021b0/

Email:

[e-mail]