Banking With Life Podcast

In this episode of the Banking With Life Podcast, James sits down with his friend Roger Cantu to discuss asset-based long-term care and the importance of planning ahead. They explore how long-term care needs can impact families, the differences between traditional and asset-based approaches, and how proper planning can provide greater control over where and how care is receiv...

In this episode of the Banking With Life Podcast, James continues his conversation with his friend Mark DiTondo about cash balance plans and defined benefit plans for business owners. They discuss incorporating life insurance, planning for future healthcare expenses, and how these strategies can help business owners reduce taxes while building a safe and secure retirement. As...

In this episode of the Banking With Life Podcast, James sits down with his friend Mark DiTondo, who brings 38 years of experience in retirement planning, to discuss cash balance plans and defined benefit plans for business owners. They explore how these plans can create significant tax deductions, provide secure retirement income, incorporate life insurance, and even assist w...

In this episode of the Banking With Life Podcast, James continues his conversation with his friend Harry about putting the Infinite Banking Concept® into practice. Harry discusses becoming the banker, the flexibility of policy loans, and the importance of sticking to the fundamentals while building greater financial control over time. As always, we hope you enjoy the episode,...

In this episode of the Banking With Life Podcast, James sits down with his friend Harry to discuss his journey practicing the Infinite Banking Concept® and his desire to stop paying interest to the banks. Harry shares how he and his family have used their policies to finance vehicles, home improvements, a wedding, and other expenses while building greater financial control. A...