
The Eight Forms of Capital
The Eight Forms Of Capital represent the ways in which human beings can exchange and hold wealth financially and beyond.

The Reticular Activating System: The Secret Behind "The Secret"
You're bound to hear someone mention "The Secret." Why does it work? It's all about the Reticular Activating System.

Why I Became an Authorized IBC Practitioner
Ever had a moment of revelation so profound that you couldn't stop talking about it? That's what the Infinite Banking Concept is for me.

Using Available Cash Value for Investing
I do not sell whole life insurance as an investment. However, you can (and should!) use your available cash value to purchase investments.

Compound Interest Games for Kids
Teach your kids the power of uninterrupted compounding with compound interest games! This will prepare them for powerful growth as adults.

How to Use Whole Life Cash Value
I will show how you can use whole life cash value to tackle your debts. We will also explore whole life as a way to stop using banks.

How Does a Whole Life Policy Work?
This blog exists to answer questions about using whole life insurance as a platform for your wealth. “How does a whole life policy work?”

Financial Discipline: The Secret to Building Lasting Wealth
Personal discipline is a rare find in 2022. Financial discipline is even rarer. People don’t know that they are giving up interest forever.

Why Pay Policy Loan Interest?
“Why should I pay policy loan interest? It seems stupid to pay interest to use my own money!" Is this really the right way to look at it?

CBDC: Central Bank Digital Currency
“What can I do to protect my family from a CBDC?” What are they? What does that mean for the future? What can you do about it?

Can’t I "Bank" with a Different Asset?
I recommend using these whole life policies like your own bank, but sometimes I hear people say they can just "bank" with a different asset.

Are Increased Life Insurance Death Claims a Problem?
News outlets are reporting higher numbers of life insurance death claims. Does this affect whole life insurance as a financial foundation?

Reading List: Understanding Whole Life Insurance and Beyond
Maybe you have been intrigued by a topic on this site, and have decided to read more. This goes way beyond understanding whole life insurance.

The Benefits of Tax Deferral
Marketing material from major financial firms is always quick to highlight the benefits of tax-deferral, sometimes simply called tax-deferred growth. 401(k)s, 403(b)s, traditional Individual Retirement Accounts (IRAs), and some other tax-qualified plans have this characteristic.

5 Reasons NOT to Work with Me
There are many stereotypes, which certainly have merit in some cases, when it comes to financial professionals, insurance agents, financial advisors, etc.

Estate Planning: "I’ll Get Around to It" is Not a Strategy
Ah, estate planning! One of the Most Boring Topics on Earth, found in such company as economics, budgeting, history, and taxes.

Seeking a “Privacy-by-Default” World: How We Got Here and Steps You Can Take Right Now
Privacy-by-default. Depending on who you talk to in 2022 America, privacy can mean wildly different things.

Don’t Like Inflation? Don’t Feed the Beast!
Storing your wealth inside a properly-designed whole life insurance policy is an answer to the question of how to fight inflation.

On “Just Paying Cash” for Everything
I have a special fondness for the “paying cash for everything” approach, because that is how we lived for several years.