Visit our website:

https://www.thewealthwarehousepodcast.com/

Fresh off the annual South Dakota pheasant trip, Dave and Paul unpack how time in the field mirrors smart money habits.

From planning that survives “first contact,” to keeping dry powder ready so you can seize opportunities, to teaching kids stewardship and building legacy, this episode ties hunting camp lessons directly to the Infinite Banking Concept (IBC).

Expect talk on independence, autonomy, privacy, patience & timing, and why liquidity you control beats balances that just “look good on paper.”

Becoming Your Own Banker by Nelson Nash:

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

Episode Highlights:

0:00 - Teaser & open

2:17 - The crew: annual trip, fellowship, and why like-minded matters

3:38 - How the hunt parallels IBC

4:52 - Healthy disagreements (Bitcoin, moon landing) + shared values

6:22 - The common thread

7:00 - Independence, autonomy, privacy & healthy skepticism

8:39 - Legacy and making memories with your kids

9:31 - Planning meets reality

12:00 - Translating hiccups to IBC

13:16 - Patience & timing

14:23 - Loaded shotgun vs. locked-up 401(k) liquidity

15:53 - Fancy gear vs. dry powder

16:34 - Getting better each year = older policies perform better

17:24 - Stewardship and teaching the next generation

18:02 - Accessing capital without interrupting growth

22:02 - Save 30% rule: habits that build wealth

22:32 - Seeking independence from commercial banking

23:50 - Why IBC contributors may fuel less inflation

24:57 - Hunters’ autonomy as a money mindset

28:27 - Episode wrap-up

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:

davidandpaul@theibcguys.com

Visit our website:

https://www.thewealthwarehousepodcast.com/

This week, Dave and Paul unpack a common client question: “What should I do with a windfall?”

Drawing from a recent mastermind with fellow IBC practitioners, they compare strategies for deploying a large lump sum while keeping smart liquidity: one-time PUA lump sums, using a Premium Deposit Fund (PDF Max) to prepay years of premiums, and sequencing dollars so outside cash flows (like note income) auto-fund new policies.

Becoming Your Own Banker by Nelson Nash:

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

Episode Highlights:



0:00 - Teaser & open

1:18 - Episode beginning, remembering Charlie Kirk

6:59 - Design ideas and real numbers

12:11 - Scheduling premiums

13:36 - Mastermind case: $700k home-sale windfall

14:38 - Option 1: Large PUA lump sum

18:05 - Option 2: PDF Max

23:04 - Option 3: Sequence the dollars

25:43 - Policy age = more flexibility; job-loss scenarios without surrendering

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:

davidandpaul@theibcguys.com

Visit our website:

https://www.thewealthwarehousepodcast.com/

This week, Dave and Paul bust a big myth about whole life: that premiums are rigid forever.

They break down base (required) vs. PUA, Paid-Up Additions (flexible), why both buy death benefit, and how to use a floor-and-ceiling model to fund smart in tight months or boom years.

You’ll hear how dividends typically route to PUA, how to check extra LPUA room without triggering MEC, why loans don’t “increase” growth, and how convertible term preserves future capacity as your income rises.

Becoming Your Own Banker by Nelson Nash:

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

Episode Highlights:

0:00 - Teaser & open

3:06 - Premium flexibility myth

6:19 - Base vs. PUA

9:40 - Cash value = ownership

10:59 - Dividends → PUA

15:10 - Floor & ceiling funding

16:37 - Year-two: pay base, drip PUA

20:00 - Extra PUA + MEC check

23:50 - Convertible term runway

30:38 - Sign-off

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:

davidandpaul@theibcguys.com

Visit our website:

https://www.thewealthwarehousepodcast.com/

This week, Dave and Paul riff on a simple mantra with big financial consequences:

“Do something today your future self will thank you for.” From the coffee-you-prepped-last-night to where you actually park your dollars, they lay out why liquidity and control beat being “paper wealthy.”

They also cover compounding taxes, redirecting existing cash flow through premium (“put the premium in the middle”), and the reality that whole life’s temporary loss of liquidity is measured in years, not decades like qualified plans.

Becoming Your Own Banker by Nelson Nash:

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

Episode Highlights:

0:00 - Teaser & show open

1:04 - Episode beginning

2:24 - Doing everything “right,” yet would-be liquidity is locked up

5:07 - The red/green liquidity audit & net worth vs. spendable money

6:31 - Life goals blocked by illiquidity

7:35 - When banks set the terms, opportunities shrink

8:31 - Policy loans = privatized lending

9:23 - Priorities: kill 20% credit-card debt before chasing 6% returns

10:22 - Rethinking mainstream money myths

15:42 - Start your banking system: short-term liquidity tradeoff, “compound taxes”

26:37 - Whole life vs. qualified plans, income streams

29:30 - Episode wrap-up

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 MA 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:

davidandpaul@theibcguys.com

Visit our website:

https://www.thewealthwarehousepodcast.com/

Welcome back to another episode of Wealth Warehouse!

Welcome back to another addition of Wealth Warehouse – in this week’s special episode, you get yet another sneak peek into the IBC webinar that Dave and Paul run each and every month.

In this month’s webinar, Dave dives into policy design and what it looks like to actually run your policy in year 1, year 2 and beyond. What will it look like?

Additionally, from the other webinar members, Dave and Paul field questions on policies and divorces, what a “big expense” counts as and much more!

Becoming Your Own Banker by Nelson Nash:

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

Episode Highlights:

0:00 - Teaser

1:51 - Episode beginning

3:15 - Capturing big annual expenses

7:37 - Diving into policy design

13:13 - Year 1 of your policy

15:55 - End of Year 1

16:57 - Year 2

19:05 - Year 3

25:45 - Other expenses

32:05 - “What about loan interest?”

34:25 - Looking at everyday purchases/expenses

43:18 - Policies and divorces

48:29 - Starting a policy for debt consolidation

50:59 - Best way to introduce IBC to your friends/family

56:43 - What financial advisors tell you about 401k

1:00:54 - Episode wrap-up

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 MA 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:

davidandpaul@theibcguys.com

Visit our website:

https://www.thewealthwarehousepodcast.com/

Welcome back to another episode of Wealth Warehouse!

In this week’s episode, Dave and Paul take a look at the central theme of the poem, “The Road Not Taken”, by Robert Frost – and why it’s the perfect analog for IBC and controlling the banking function in your life.

Additionally, the guys explore what control actually gets you, how you’re able to not only “see” new opportunities, but also take part in them – to build your wealth and your family’s for generations to come – and as Dave will explain: why you need to care about more money (and not just for yourself)

Becoming Your Own Banker by Nelson Nash:

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

Episode Highlights:

0:00 - Introduction

1:16 - Episode beginning

3:41 - “The Road Not Taken”

10:49 - The unseen, and how “they” make it easy

17:22 - What’s the road ‘not taken’ look like?

25:24 - Controlling your own capital

30:53 - Building your wealth (for others)

34:44 - Closing thoughts

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 MA 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:

davidandpaul@theibcguys.com

Visit our website:

https://www.thewealthwarehousepodcast.com/

Register here for the next live Wealth Warehouse Webinar happening Saturday August 23rd at 10AM CST/11AM EST:

https://us06web.zoom.us/meeting/register/d8lsgiQPR4u08Voj_XmItQ

Welcome back to another episode of Wealth Warehouse!

This week, the guys break down a simple but powerful analogy: why Infinite Banking is like cooking with gas instead of using an electric stove.

What’s the difference? Control.

Gas gives you instant heat, faster response, and more precision, just like IBC gives you direct access to your money, faster decision-making, and the freedom to finance on your own terms. No waiting. No permission slips. No middlemen.

If you're tired of being at the mercy of traditional banks and financial institutions, this conversation will show you what it really means to take the controls back.

Becoming Your Own Banker by Nelson Nash:

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

Episode Highlights:

0:00 - Introduction

1:14 - Episode beginning

5:21 - Infinite Banking and cooking with gas

6:41 - How many things in life can you control?

13:33 - Owning the banking function

21:43 - Closing thoughts

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 MA 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:

davidandpaul@theibcguys.com

Visit our website:

https://www.thewealthwarehousepodcast.com/

Registers here for the next live Wealth Warehouse Webinar happening Friday August 22nd at 11AM CST/Noon EST:

https://us06web.zoom.us/meeting/register/d8lsgiQPR4u08Voj_XmItQ

Welcome back to another episode of Wealth Warehouse!

In this episode Dave and Paul push back on the idea that IBC is a clever financial hack you can deploy and forget. It’s a philosophy, daily practice and most importantly: a way of life.

Expect a practical conversation about mindset, discipline, and the long-range planning required to make IBC work for you. If you’re looking for instant gratification, this one will reset your expectations.

Becoming Your Own Banker by Nelson Nash:

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

Episode Highlights:

0:00 - Introduction

0:50 - Episode beginning

2:06 - IBC as a financial ‘hack’

9:28 - Process and mindset

16:50 - Self- reliance

23:55 - The ‘hack’ mindset

25:22 - Closing thoughts

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 MA 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:

davidandpaul@theibcguys.com