Episodios

  • Ep. 224 - Prepare for Partnerships to Die
    Jun 27 2025

    What happens if your partner or key employee dies? Mary Jo shares why buy-sell and key man policies are a must to protect your business.

    Audio Production by Podsworth Media - https://podsworth.com

    Más Menos
    16 m
  • Ep. 223 - Codie Sanchez Meets Infinite Banking
    Jun 19 2025

    Mary Jo and Tarisa discuss Codie Sanchez's business-buying strategy and how infinite banking can take it even further. Discover why funding through your own system changes the game.

    Audio Production by Podsworth Media - https://podsworth.com

    Más Menos
    53 m
  • Ep. 222 - The IUL Illusion
    Jun 13 2025

    In this episode, Mary Jo and Tarisa expose why IULs fall short for infinite banking and highlight the value of transparency, guarantees, and real long-term control.

    Audio Production by Podsworth Media - https://podsworth.com

    Más Menos
    45 m
  • Ep. 221 - Don't Bank on Bad Habits
    Jun 6 2025

    Today, Mary Jo and Tarisa dive deep into a question many face: Should you start an infinite banking policy while in debt? They unpack real-life examples, human behavior patterns, and financial discipline to help listeners make smarter, more sustainable money decisions.

    Audio Production by Podsworth Media - https://podsworth.com

    Más Menos
    29 m
  • Ep. 220 - The "Cheap" Life Insurance That Could Leave You Broke
    May 29 2025

    MJ and Tarisa continue the conversation and dive deep into the truths and misconceptions about Universal Life (UL) insurance policies, comparing them to Whole Life and exploring why guarantees matter. They break down industry noise, market risks, and why understanding your policy could mean the difference between lasting coverage and financial disappointment.

    Audio Production by Podsworth Media - https://podsworth.com

    Más Menos
    30 m
  • Ep. 219 - 3 Things That Truly Matter When Buying a Policy
    May 23 2025

    In this episode, MJ and Tarisa break down what really matters when it comes to life insurance: proper policy structure, guarantees, and working with the right agent. They dive into the dangers of chasing rates of return and why illustrations often tell only part of the story.

    Audio Production by Podsworth Media - https://podsworth.com

    Más Menos
    33 m
  • Ep. 218 - Roth or Whole Life? The Better Tool for IBC
    May 15 2025

    Curious about how a Roth IRA stacks up against a whole life insurance policy for Infinite Banking? In this episode, we break down the key differences, from control and liquidity to tax treatment and long-term benefits, helping you decide which option fits your financial goals.

    Audio Production by Podsworth Media - https://podsworth.com

    Más Menos
    15 m
  • Ep. 217 - Dave Ramsey Isn't Wrong: Addressing Inflation
    May 9 2025

    This week, Mary Jo and Tarisa take a hard look at the popular claim that saving $100 a month can make you a millionaire by retirement, famously promoted by Dave Ramsey. Let's unpack the real math behind market returns, inflation, and financial control, arguing that blind faith in traditional plans can leave you woefully unprepared.

    Audio Production by Podsworth Media - https://podsworth.com

    Más Menos
    31 m