We combine the teachings of Robert Kiyosaki's Rich Dad Poor Dad with Infinite Banking to create financial freedom (Passive Income is greater than your Monthly Expenses or PI ME) Our episodes are conversations that focus on • Creating Passive Income • Infinite Banking • Tax and legal advice for Investors
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Infinitebanking Podcasts
The Insurance Pro Blog Podcast releases new episodes each week that support professional life insurance agents and financial planners who seek to better understand how cash value life insurance, in particular, might work for the benefit of their clients.
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Building wealth isn't just about hustle and grind. Every day, huge deals are being made, businesses and properties are changing hands, and a small group of people are making quantum leaps forward - building wealth faster than most dream possible. To the rest of the world, it looks like they have the Midas Touch. What makes them different? They chose to break AWAY. To build a mindset of abundance. To spot opportunities others overlook. On this podcast, we'll unlock the secrets to breaking out ...
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In Cashflow Ninja, host M.C. Laubscher, renowned as a leading expert in alternative investment strategies and alternative asset investing, interviews the best global minds in business and investing that share alternative wealth strategies and alternative asset investing niches. The mission of the Cashflow Ninja is to empower people to create, protect & multiply their wealth in the new economy and information age. The rules of money have changed and we share the new rules and how anyone can c ...
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In Cashflow Investing Secrets, host M.C. Laubscher, renowned as a leading expert in alternative investment strategies and alternative asset investing, unveils exclusive financial insights and wealth-building tactics of the supremely affluent. Join us in each episode as M.C. delves into the profound investment wisdom and key takeaways gleaned from nearly 20 years of analyzing the wealth-generation techniques of the rich, along with insights from conducting more than 800 interviews on the accl ...
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What matters most to you? We often hear it's about family, faith and providing for future generations. This father and son podcast reminds you of the evening stories you hear while sitting back in a rocking chair on the front porch. The conversations are beyond talk of the stock market and more about the legacy you want to create. Truly, it's a new perspective on how to see and enjoy this incredible land of possibilities in front of you.
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Design Your Life So Success Is Automatic with Jim
19:48
19:48
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19:48Most people think they fail because they lack discipline. That is false. They fail because their environment is perfectly designed to pull them off course. In this episode, Jim breaks down why willpower always loses, how default settings quietly dictate outcomes, and why 2026 must be engineered, not hoped for. If you want success to feel automatic …
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Inside Industrial Real Estate: The Safest Asset Class Nobody Talks About with Irwin Boris
34:04
34:04
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34:04Do you want to know why industrial real estate could be the safest, most lucrative investment class you're not tapping into? In this episode, Cameron Christiansen and Anthony Faso sit down with Irwin Boris, a seasoned real estate finance and asset management expert with over 25 years of experience. Irwin explains why industrial real estate has beco…
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The Furnace: Building Your Capacity for 2026 with Jim Oliver
29:12
29:12
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29:12Everybody wants bigger results in 2026—more money, more freedom, more impact. Almost nobody wants the pressure that actually builds the capacity to handle it. In this episode, Jim breaks down the "furnace" moments of life—those seasons of heat, friction, and resistance—and shows how they're not punishment, they're training. Capacity, not talent, is…
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Dividend Season Is Here: How Smart IBC Users Read the Numbers
24:03
24:03
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24:03Is your money working as hard as it could? In this episode, Cameron Christiansen and Anthony Faso discuss the critical topic of dividends and their role in infinite banking (IBC). Dividends aren't just industry news—they directly impact the cash value of IBC policies, loan repayment flexibility, and the potential to redeploy capital into passive in…
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In this episode, we break down the significant changes Secure Act 2.0 brought to single premium immediate annuities (SPIAs). You'll learn how the new rules allow SPIA income to count toward satisfying your required minimum distributions. This change makes SPIAs substantially more attractive from a tax perspective. We walk through recent research th…
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898: Tom Dunkel: The Wealth Builders Playbook
49:08
49:08
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49:08My guest in this episode is Tom Dunkel. Tom Dunkel brings more than 30 years of experience in real estate, finance, and investing to his role as Managing Director of Eagle. Known for his disciplined approach and unwavering alignment with investors, Tom personally invests in every deal he presents, ensuring absolute trust and shared outcomes with hi…
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2026 Starts with Identity: How to Have Your Best Year with Jim Oliver
18:22
18:22
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18:22In this solo episode, Jim resets the 2026 "best year ever" series and takes you back to the real starting line: identity. This isn't motivation, resolutions, or another empty goal-setting rant. This is a structured, identity-driven blueprint to architect a year you actually control instead of replaying 2025 with a new calendar. Jim breaks down why …
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Why Relying on One Income Stream Could Ruin You and How to Fix It with Dr. Jeff Anzalone
31:35
31:35
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31:35What happens when a high-income professional realizes their entire financial future is at risk when they stop working? In this episode, Dr. Jeff Anzalone, a periodontist-turned-financial educator, shares how a freak ski accident changed his perspective on income. He realized that relying solely on his practice left him vulnerable. The accident was …
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In this episode, we walk through a real 10-year-old indexed universal life insurance policy that didn't follow the original plan. You'll see actual results from a policy where the owner paid about 41% less in premiums than planned and made sporadic payments throughout each year instead of sticking to a schedule. We break down the numbers to show yo…
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897: Eugene Shatsman: How To Grow & Scale Your Business Right Now
43:23
43:23
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43:23My guest in this episode is Eugene Shatsman. Eugene is the Managing Partner of National Strategic Group. Eugene teaches business strategy, consumer behavior, marketing, and what all of us want – how to drive more business into our businesses. His team at National Strategic has over 100 people, and they do a tremendous amount of research on what wor…
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Design Your Inner Operating System for an Unstoppable 2026 with Jim Oliver
27:20
27:20
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27:20Most people are trying to "goal" their way into a better year. They set resolutions, white-knuckle new habits, and wonder why everything falls apart by March. In this episode, Jim breaks that pattern wide open. 2026 won't rise to the level of your goals. It will fall to the level of your systems—and your systems are built on identity, energy, and e…
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Buy Back Your Time: How to Scale Freedom with Virtual Assistants with Bob Lachance
25:17
25:17
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25:17Get ready to elevate your passive income strategy! Join us for the Beyond the Bank: Land Investing, Debt Funds, and IBC for Smart Passive Income Triple Play Masterclass on Dec 10, 2025 (1:00–4:00 PM CT). Learn from industry experts Anthony Faso & Cameron Christiansen, Justin Sliva, and Whitney Elkins-Hutten as they reveal how to leverage Land Inves…
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Ever wondered if insurance companies are pocketing the difference between what the market returns and what your indexed product credits? We break down exactly how indexed universal life and indexed annuities actually work behind the scenes. You'll learn how insurance companies divide your premium into three distinct buckets: guarantees, operational…
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896: Chris MacIntosh: Opportunities Around The Globe Right Now
50:00
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50:00My guest in this episode is Chris Macintosh. Chris has founded and built several multi-million dollar businesses in the investment arena, including overseeing the deployment of over $30m into Venture Capital opportunities and advising family offices internationally. Before this, Chris built a career at Invesco Asset Management, Lehman Brothers, JPM…
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How to Stop Overpaying Taxes with Chris Shockowitz
41:06
41:06
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41:06Most business owners, investors, and high-income earners are losing money—not because they're bad at making it, but because they're bad at keeping it. In this episode, Jim sits down with tax strategist Chris Shockowitz of deferTax.com, a guy who walked away from corporate America, saved seven figures in taxes himself, and now helps entrepreneurs sl…
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Stop Saving for Retirement—Start Buying Cash Flow with Infinite Banking
14:39
14:39
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14:39Get ready to elevate your passive income strategy! Join us for the Beyond the Bank: Land Investing, Debt Funds, and IBC for Smart Passive Income Triple Play Masterclass on Dec 10, 2025 (1:00–4:00 PM CT). Learn from industry experts Anthony Faso & Cameron Christiansen, Justin Sliva, and Whitney Elkins-Hutten as they reveal how to leverage Land Inves…
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You've probably noticed that life insurance rarely comes up in wealth management conversations. When it does, it's usually dismissed with vague rules about income levels or net worth thresholds that don't actually mean anything. We think that's a problem worth addressing. In this episode, we explore why cash value life insurance deserves a seat at …
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895: Josh McCallen: Why Airbnb Gurus Are Shifting To Boutique Hotels
38:59
38:59
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38:59My guest in this episode is Josh McCallen. Josh is a nationally recognized hospitality executive, conference speaker, innovator, builder & investor with a track record for developing exceptional resort properties and growing world-class operational teams. Josh is also one of the principals of Accountable Equity, an investment firm that specializes …
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10 Success Habits of Top Performers with Jim Oliver
19:29
19:29
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19:29In this episode of Breakaway Wealth, Jim breaks down 10 universal success habits every top performer uses—whether they realize it or not. From structured mornings to time blocking, from health optimization to rapid-fire execution, these habits create predictable momentum. And when paired with Infinite Banking, they become a wealth engine on purpose…
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The Health-Wealth Connection: How to Build Energy, Longevity & Freedom with Justin Roethlingshoefer
46:16
46:16
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46:16What does your health have to do with achieving wealth and true freedom? In this episode, Cameron Christiansen and Anthony Faso dive into the powerful intersection of health and wealth with Justin Roethlingshoefer, founder of Own It Coaching. Justin explains how proactive health strategies can dramatically impact longevity, energy, and overall perf…
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Income Now or Income Later You've probably wondered whether life insurance or annuities make more sense for your retirement income strategy. This episode breaks down the key differences between these two approaches and helps you understand when each one works best. We explore why life insurance is like a "crockpot" that needs time to develop - typi…
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894: Michael Mathe: Private Lending In The Luxury Real Estate Market
38:54
38:54
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38:54My guest in this interview is Michael Mathe. Michael is an investor and entrepreneur. Michael's businesses Little Pink Houses Of America and VIP Financial Education, provide amazing business opportunities and financial education. Links: Prefer Access Website: https://www.preferaccess.com/ [email protected] Subscribe To Our Weekl…
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Vision, Chaos, and Calling Out Your Own BS with Adrian Koehler
39:00
39:00
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39:00In this episode of Breakaway Wealth, Jim Oliver sits down with leadership coach Adrian Koehler—a former pastor and prison leadership trainer who now coaches founders and "type A dickheads" who feel the weight of responsibility and the loneliness at the top. Adrian and Jim dig into why "not having a vision" isn't an accident, it's a strategy. They u…
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Kyle Busch's $8.6M IUL Lawsuit: What It Means for Your Money
36:04
36:04
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36:04Get ready to level up your real estate game! Join our free Real Estate Mastery Masterclass on Nov 19, 2025 (1:00–4:00 PM CT) and discover how to combine Creative Financing, Turnkey Deals, and Infinite Banking for a winning strategy. Experts Anthony Faso & Cameron Christiansen, Terry Kerr & Matthew Vanhorn, and Zachary Beach will show you how to unl…
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You've probably heard about NASCAR driver Kyle Busch's lawsuit against Pacific Life over indexed universal life insurance policies that didn't perform as promised. We break down exactly what went wrong and why this case matters for anyone considering IUL insurance. You'll discover the specific policy design mistakes that led to this multi-million d…
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893: Josh Clayton, Kirk Martin, Alec Roth: How To Invest In Movies
48:03
48:03
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48:03My guests in this episode are Josh Clayton, Kirk Martin, and Alec Roth from Firebrand Media Group. In this episode, they share how to invest in movies. Interview Links: Firebrand Media Group https://www.fmgfilms.com/ Billy Night Subscribe To Our Weekly Newsletter: The Wealth Dojo: https://subscribe.wealthdojo.ai/ Download all the Niches Trilogy Boo…
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The Illusion of Wealth: Why People Stay Broke with Jim Oliver
17:26
17:26
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17:26In this solo episode of Breakaway Wealth, Jim Oliver dismantles one of the biggest lies in finance: that income equals wealth. He shares hard-earned lessons from his early career in financial planning, where assets measured success under management—not freedom. Jim reveals how even six-, seven-, and eight-figure earners often remain financially ens…
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From Chaos to Clarity: How Entrepreneurs Build Peace Through Purpose with David Bull
45:25
45:25
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45:25Get ready to level up your real estate game! Join our free Real Estate Mastery Masterclass on Nov 19, 2025 (1:00–4:00 PM CT) and discover how to combine Creative Financing, Turnkey Deals, and Infinite Banking for a winning strategy. Experts Anthony Faso & Cameron Christiansen, Terry Kerr & Matthew Vanhorn, and Zachary Beach will show you how to unl…
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Current annuity features offer some of the best income benefits we've seen in years, but this opportunity may not last much longer. In this episode, we explain why today's annuities can provide guaranteed lifetime income that would require a 20% annual return in the stock market to match. We discuss how recent interest rate changes have brought bac…
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892: Matt Bowles: Turnkey Real Estate Update
41:56
41:56
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41:56My guest in this episode is Matt Bowles. Matt co-founded Maverick Investor Group in 2007 as a fully-remote real estate brokerage to help people buy cash-flowing rental properties in the most investor-advantaged U.S. real estate markets, regardless of where they live. Maverick provides off-market buying opportunities for "turn-key" rental properties…
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Relationship Intelligence: The Million-Dollar Skill with Dr. Erin Wilson
38:17
38:17
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38:17In this episode of Breakaway Wealth, Jim Oliver sits down with Dr. Erin Wilson, a powerhouse in leadership development and the creator of the "NAP Framework" for strategic rest. Together, they unpack relationship intelligence—the "million-dollar skill" that separates effective leaders from forgettable ones—and why rest is not a reward, but a strate…
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Why Accredited Investors Get the Best Deals (and How You Can Too)
23:58
23:58
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23:58Get ready to level up your real estate game! Join our free Real Estate Mastery Masterclass on Nov 19, 2025 (1:00–4:00 PM CT) and discover how to combine Creative Financing, Turnkey Deals, and Infinite Banking for a winning strategy. Experts Anthony Faso & Cameron Christiansen, Terry Kerr & Matthew Vanhorn, and Zachary Beach will show you how to unl…
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You've been told that maxing out your 401(k) is the key to a secure retirement. But what happens when you're 52, hate your job, and have a million dollars locked away that you can't touch without massive penalties? We explore the hidden trap that catches millions of Americans who concentrate too much wealth in retirement accounts. You'll discover w…
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891: Dave Stech: The Calm Before the Correction & What Every Real Estate Investor Should Know Now
32:32
32:32
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32:32My guest in this episode is Dave Stech. Dave heads up Stech Family Office with his two sons. Their family firm, Purpose Built Investments™ (PBI), is a real estate market timing company that invests exclusively in 3 things: real estate, private lending, and early-stage technology companies, including in their self-directed IRAs. Dave graduated from …
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The Massive Power In Radical Incrementalism with Dr. John Oberg
37:56
37:56
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37:56In this episode of Breakaway Wealth, host Jim Oliver sits down with Dr. John Oberg, founder of Priscina Health, a behavior expert, and a healthcare innovator, to explore the direct link between health and wealth. Dr. Oberg's mission is to help people take back control — of their bodies, their decisions, and their outcomes — through a philosophy he …
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Upgrade Your Life: Using Credit Cards the Way the Wealthy Do
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41:56Book a call to see if we can help you achieve your goals in less time with less risk: http://bit.ly/iwc15podcast Do you want to travel in luxury without breaking the bank? In this episode, Eli Facenda, aka The Travel Guy, joins Cameron Christiansen and Anthony Faso to share the secrets to maximizing credit card points for luxury travel. Eli reveals…
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When someone asks you about the average rate of return for indexed universal life insurance, you'll discover that average is actually a meaningless number. You need to understand the probability of hitting specific rates of return to make accurate projections about what might happen with your IUL policy. In this episode, we analyze 40 years of S&P …
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Legacy Over Luxury: How Tim Rexius Scales 5 Companies—and 6 Kids
44:17
44:17
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44:17Jim sits down with Tim Rexius — Omaha entrepreneur, fitness pro, and founder of Rexius Nutrition and Omaha Protein Popcorn — to talk about scaling life without losing your soul. From bodybuilding stages to global brands in 14 countries, Tim's story is proof that discipline, faith, and energy compound across every area of life. He's a father of six,…
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Breaking Free From the Retirement Lie: Why "Retire at 65 with a Nest Egg" is Outdated and How to Design Freedom Now
14:13
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14:13Join our free Triple Play Masterclass on Oct 22 (1–4 PM CT) and discover 3 powerful paths to financial freedom: Alternative Investments, Land Flipping, and Infinite Banking. Experts Anthony Faso, Cameron Christiansen, Ellis Hammond, and Jack Bosch will show you how to create income streams that work even when you don't. 👉 Save your spot now: https:…
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You've probably heard the standard advice about who should buy whole life insurance: ultra-conservative investors who've maxed out their 401k and IRA contributions. The financial industry often treats cash value life insurance as a last resort for people with nowhere else to put their money. We challenge that conventional wisdom in this episode. Yo…
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When the Headlines Scream No: Finding Hidden Yield with Tom Dunkel
29:06
29:06
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29:06In this episode, Jim brings on Tom Dunkel, founder of Eagle Capital Investments, co-founder of U.S. Mortgage Resolution (11k+ loans transacted), real-estate investor, and author of The Wealth Builders Playbook. Tom left the "corporate penitentiary," got bloodied in '08, then built durable wealth across distressed mortgage debt, self-storage, STRs, …
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Freedom Founders: How to Reclaim Time, Wealth, and Your Life With David Phelps
39:39
39:39
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39:39Join our free Triple Play Masterclass on Oct 22 (1–4 PM CT) and discover 3 powerful paths to financial freedom: Alternative Investments, Land Flipping, and Infinite Banking. Experts Anthony Faso, Cameron Christiansen, Ellis Hammond, and Jack Bosch will show you how to create income streams that work even when you don't. 👉 Save your spot now: https:…
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Maximizing Cash Through Paid-Up Additions
36:39
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36:39You want to build cash value with whole life insurance, but you're not sure how paid-up additions actually work. This episode breaks down the fundamentals of paid-up additions riders and why they're essential for cash accumulation. We explain the difference between having a PUA rider and actually using it effectively. You'll learn why a policy buil…
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The Wealth Shift: From Chasing Money to Having It with Jim Oliver
28:42
28:42
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28:42In this solo episode, Jim Oliver breaks down the single mindset shift that separates the herd from the wealthy: move from trading time for money to owning the system. Drawing on his journey from poverty and a casket factory to acquiring 30+ companies, Jim shows why most retirement advice is just slavery with better branding—and how Infinite Banking…
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Turning Failure Into Fuel: How Whitney Built Wealth That Lasts
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39:03Book a call to see if we can help you achieve your goals in less time with less risk: http://bit.ly/iwc15podcast Ever had a bus fall through your roof? Today's guest shares how that wild experience didn't derail her real estate journey, but led her to financial freedom. Whitney Elkins-Hutten, director of Investor Education at PassiveInvesting.com a…
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This episode examines real-world data from a 12-year-old indexed universal life insurance policy. We track how the policy performed despite significant changes to its original parameters. The case study reveals insights about IUL resilience and flexibility. The policy started with a 12% cap rate and 2% floor on the S&P 500. Over the 12 years, the c…
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Tax Flow, Not Just Cashflow: How to Exit Smart and Buy Back Time with Brett Swarts
38:19
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38:19Jim Oliver sits down with Brett Swarts to tackle the part of exiting most owners ignore until it's painful: Taxes. Brett is the founder of Capital Gains Tax Solutions, a real estate broker and tax strategy specialist with deep expertise in Deferred Sales Trusts (DST), Delaware Statutory Trusts, and 1031 exchanges. He hosts the "Build It to Billions…
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Financial Freedom Starts in Your Head, Not Your Wallet
17:36
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17:36Book a call to see if we can help you achieve your goals in less time with less risk: http://bit.ly/iwc15podcast Most people think financial freedom is about numbers in a bank account, but it actually starts in your mind. In this episode, Cameron Christiansen and Anthony Faso explain why financial freedom begins in your mind, not in your wallet. Th…
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The life insurance industry just hit its strongest growth in over four decades. We break down the latest LIMRA data, which shows a 13% premium increase and 17% policy growth in Q2 2025. Cash value policies are driving this surge, not term insurance. Index universal life sales increased 21% year-over-year, while whole life sales grew 8% and variable…
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Do Hard Things: Discipline, Cashflow, and AI with Mark Young
47:18
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47:18Most people wait for perfect conditions and call it "planning." That's just stuck. In this conversation, Mark Young, an entrepreneur, educator, author, and functional doctor, joins Jim to break the addiction to comfort, reframe failure, and get back to ownership. We hit health, wealth, and work: why public goals matter, why cashflow beats accumulat…
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