StackedLife - Authorized Infinite Banking

Savers are losing control (How becoming your own banker fixes it)

Most savers in America are losing control of their money, and they don't even realize it. In this episode, I focus on the Infinite Banking Concept's core purpose: contro

Most People Choose The Wrong Financial Path — Only One Puts You In Control

Most People Choose The Wrong Financial Path — Only One Puts You In Control There are 3 financial paths everyone takes — the default plan, the high-risk "hack" plan, and

Keynote: Balanced policy design for max cash value

My keynote to 200+ Infinite Banking Advisors at this year's IBC Think Tank. Policy design for Infinite Banking is not just about getting the highest cash value in the fir

Inside Trent Fortner's Playbook: How top advisors use whole life to create lifetime cash flow for clients

The legendary Trent Fortner helps people see the dangerous, hidden corners present in almost everyone's financial picture. We get into the numbers to prove that whole lif

How I design Infinite Banking policies that grow with your income

The trendy obsession with "efficient policy design" in the whole life insurance and Infinite Banking space is cutting policy owners’ financial potential off at the knees.

Why you don't need a "master plan" to start IBC

In this episode, we tackle the paralysis that keeps people from starting with Infinite Banking: not knowing what to do with your policy once you have one. It’s important

"Invest for the long term" is a trap

"Invest for the long term" is one of the golden rules of Wall Street. But with conventional investing, it's really just a justification for the volatility and loss of con

Why you're hestitating on whole life (and how to stop)

Fear, uncertainty, and doubt around whole life insurance keep people stuck in analysis paralysis, unable to move forward with Infinite Banking, despite its proven track r

7 Cash flow shifts to fund Infinite Banking

Most people struggle to free up cash flow because traditional financial planning locks their money away in illiquid accounts and debt payoff strategies, leaving them vuln

Financial Planning is a Complete Disaster

Conventional financial "planning" is a misnomer: it relies on an unstable foundation of market variables, gives up control, and follows the herd. Learn three timeless pri

Build This First (Then Pay Off Your Debt)

High-interest debt can feel like an impossible treadmill. This episode explains why traditional debt payoff strategies often leave you broke and vulnerable, and reveals a

Beat Rising Prices with IBC

Conventional financial advice tells you to take on risk in the hopes of "outpacing" inflation and rising prices. But this often reduces your cash flow today and makes the

A Business Owner's IBC Journey

In this episode, I'm talking with my StackedLife colleague, Adrienne Patel, about her journey as a business owner and real estate investor. We talk about how the Infinite

Stop Chasing IBC Tactics and Focus on Principles Instead

Many people get caught up in the financial tactics that sometimes go with Infinite Banking, but they overlook the unchanging principles that make strategies sustainable.

How to Scale Your Premiums Up and Down

Whole Life insurance premiums are not as "locked-in" as people sometimes fear. Listen in to learn how to scale premiums down during a cash crunch and, more importantly, s

The Dangerous Illusion of Average Returns

Average rates of return are a dangerous illusion based on flawed statistics. In most cases throughout history, real returns were lower than market averages, and the diffe

The IBC Operating System: How Currence Transforms Your Cash Flow

Discover how Currence acts as the "operating system" for Infinite Banking by automatically capturing every dollar that enters your life and reversing the flow from uncons

The True Cost of Term Insurance

Is term insurance to blame for the fact that every generation essentially has to start from zero, financially? In this episode, I break down the real financial math behi

The Financial Planning Bubble

In this episode, I explain why typical financial planning advice has created a modern-day macro bubble where everyone is buying the same assets at any price, and how Infi

The Math on Whole Life Insurance Returns

In this myth-busting episode, I'll translate the complex math behind whole life insurance returns into language everyone can understand. Using real numbers and my favori