WinEH! Podcast Podcast Por Winnie Lau arte de portada

WinEH! Podcast

WinEH! Podcast

De: Winnie Lau
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The WinEH! Podcast is all about WINNING in Canada EH. Specifically in the world of how we work with Money, think about Money and how we can use it to ELEVATE our life experience. The Financial Philosophy that we live by is based in the use of the Infinite Banking Concept. We believe that every Canadian deserves to know there is a better way to go about the way we think and manage our money. This podcast has 3 DISTINCT SHOWS. We are sharing ONE show at a time. Each show aims to heal the financial divide created by life experience, history, government and the banks. Alright, come lean in and check out our first show, Ranch Your Way.2024 Economía Finanzas Personales Gestión Gestión y Liderazgo
Episodios
  • Ep. 65 - Trusts, Vortex Banking & Infinite Banking: What Works in Canada?

    Ep. 65 - Trusts, Vortex Banking & Infinite Banking: What Works in Canada?
    Aug 14 2025

    In Part 1 of this special series, Winnie Lau sits down with Chris Thompson of Equitable Life of Canada to demystify the role of trusts in Canada — and why U.S.-style strategies like vortex banking and spendthrift trusts don’t translate north of the border.

    You’ll learn:

    • The truth about U.S. spendthrift trusts and why CRA rules make them very different in Canada

    • When a trust is worth setting up — and when it’s not

    • How inter vivos and testamentary trusts work

    • Why trusts are a tax deferral tool, not a magic tax loophole

    • How estate freezes and the 21-year rule fit into Canadian tax planning

    • The privacy advantages of trusts compared to wills

    • Why your advisory team (lawyer, accountant, IBC advisor) must be aligned from day one

    • How permanent life insurance supports advanced estate planning and liquidity needs

    Whether you’re a farmer, rancher, business owner, or simply looking to protect and transfer wealth, this episode gives you the Canadian facts — with plain-language explanations and practical next steps.



    Follow Ranch Your Way

    Instagram: http://instagram.com/ranch_your_way

    YouTube: http://youtube.com/@WinEHpodcast

    Facebook: https://www.facebook.com/RanchYourWay

    ► Learn more: https://www.ranchyourway.com

    ► Get the books: https://www.ranchyourway.com
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    37 m
  • Ep. 64 - From Rodeo to Ranching with Reid Rowan: Why Infinite Banking Just Made Sense

    Ep. 64 - From Rodeo to Ranching with Reid Rowan: Why Infinite Banking Just Made Sense
    Aug 7 2025
    In this episode, Lacy sits down with her favorite cowboy, her husband Reid - a former professional bareback rider, skilled journeyman welder and now a full-time rancher working alongside his uncle. They talk about lessons learned from life on the road, hard work in the oil patch, and the long game of ranching. Reid shares how Farming Without the Bank landed in their hands, why Infinite Banking immediately clicked for him, and why it aligned with a gut feeling he had all along - that traditional retirement plans just didn't sit right. Reid and Lacy share how they've built a family banking system and are now passing that knowledge on to their kids by teaching them the principles of Infinite Banking. If you've ever wondered whether IBC fits the life of a rancher, oilfield worker, or rodeo cowboy - this one's for you.

    Follow Ranch Your Way

    Instagram: http://instagram.com/ranch_your_way

    YouTube: http://youtube.com/@WinEHpodcast

    Facebook: https://www.facebook.com/RanchYourWay

    ► Learn more: https://www.ranchyourway.com

    ► Get the books: https://www.ranchyourway.com
    Más Menos
    34 m
  • Ep. 63 - Service Message: For the People Who Want to Do Infinite Banking Right

    Ep. 63 - Service Message: For the People Who Want to Do Infinite Banking Right
    Jul 31 2025
    This episode isn’t about theory—it’s about doing the work. Winnie and Lacy share what happens after you get your policy and how to use it with clarity, confidence, and control. From taking loans to staying organized and anchored to your “why,” they break down the habits and mindset shifts that separate successful Infinite Bankers from those who stall out. If you’re serious about getting this right, this is your service message.

    Follow Ranch Your Way

    Instagram: http://instagram.com/ranch_your_way

    YouTube: http://youtube.com/@WinEHpodcast

    Facebook: https://www.facebook.com/RanchYourWay

    ► Learn more: https://www.ranchyourway.com

    ► Get the books: https://www.ranchyourway.com
    Más Menos
    26 m
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