Latest Episodes
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345: Policy Loans Explained | 5 IBC Questions Worth Asking
Explore five IBC questions with Mike Smela and Richard Canfield, covering policy loans, funding limits, dividends, marketing and tax considerations.
344: Why Real Estate Investors Need Liquidity
Building a successful real estate portfolio requires more than finding profitable properties. It also requires maintaining access to capital when circumstances change. For real...
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343: How a Life Insurance Policy Loan Helped After a Medical Emergency
Listen on Spotify Additionally, this post shares one Canadian client’s experience for education. However, this is not insurance, financial, legal, or tax advice. Rules...
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342: Cash Balance Plan vs 401(k), How the Deduction Works for Business Owners
If you own a profitable business, your retirement plan often targets employees, not owners. In Part 2 of our series, Rohit Punyani, co-founder and...
341: How Business Owners Turn Tax Planning Into an Asset?
Most financial conversations with business owners start the same way: “How much did you make?” Rohit Punyani, Co-Founder & Chief Solutions Officer of The...
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340: Is a DRIP Portfolio Worthwhile With Infinite Banking?
Is Infinite Banking Actually an Investment? In short, Infinite Banking is a capitalization tool, not an investment. Additionally, it builds liquidity. Investment, including a...