Notes

Becoming Your Own Banker by Nelson Nash:

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

Visit our website:

https://www.thewealthwarehousepodcast.com/

Happy New Year from the Wealth Warehouse Podcast! In this first episode of 2025, Dave and Paul dive into actionable steps to kickstart your financial growth this year.

From foundational moves like increasing your income and having access to your income (in the first place) to basic housekeeping like checking your expenses and finding like-minded IBC people – this episode is perfect for newcomers and practitioners alike to help them along their Infinite Banking journey!

Episode Highlights:

0:00 - Catching up

4:25 - A few easy things to do for the New Year

10:28 - Upgrade your savings vehicle

14:49 - Surround yourself with like-minded people

21:11 - Increase your income

27:47 - Access to capital

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

Becoming Your Own Banker by Nelson Nash:

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

Visit our website:

https://www.thewealthwarehousepodcast.com/

As the year comes to a close, we're celebrating the power of the Infinite Banking System with real-life stories of clients who’ve transformed their financial futures. In this special episode, we dive into unique and inspiring journeys—each marked by distinct challenges, goals, and extraordinary outcomes.

From families seeking financial freedom to entrepreneurs building generational wealth, these stories showcase how Infinite Banking isn’t a one-size-fits-all solution but a tailored approach to achieving dreams.

Join us for an uplifting and insightful conversation that highlights the versatility of Infinite Banking and the real impact it’s making in people’s lives. Whether you're new to the concept or a seasoned advocate, this episode is the perfect way to cap off the year with fresh inspiration!

Episode Highlights:

0:00 - Introduction

1:27 - Episode beginning

4:59 - Reflecting on the year and client policies

5:51 - Client story #1

8:51 - Client story #2

11:32 - Another client story

22:27 - Another client story

25:46 - 1035 exchange from an IUL

31:14 - Client story: the real estate investment

34:01 - Client story: Getting a policy BEFORE you need it

38:38 - Client story: Elderly parents

40:35 - 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