Life Success & Legacy
This podcast series is intended to be a continuing education series where we recap some basics, and also dive into the depths! Join us would you! If you have suggestions, send us a note!
- Update frequency
- every 13 days
- Average duration
- 28 minutes
- Episodes
- 186
- Years Active
- 2016 - 2025
The Burning Question: What size policy to start with?
In this episode we tackle a question that we get all the time, in many formats: What size of policy should I start with?! As you’ll learn, the short answer is, don’t worry about it! However, Mike Eve…
00:26:27 |
Fri 20 Oct 2023
LSL Story – 2023 Updates
In this episode, we revist the Life Success & Legacy story. It has been several years since we did a deep dive into the history of LSL and how each of us joined the team. For those of you who’ve been…
00:45:10 |
Fri 06 Oct 2023
YouTube Comment
In this episode the team has the opportunity to answer a comment from a listener on YouTube! We love this stuff. Our team thrives on being open and transparent in our pursuit of financial freedom thr…
00:20:39 |
Mon 25 Sep 2023
Thinking Long Range. Why it Matters.
In this episode, the team dives into a principle from Nelson we talk about all the time; think long range. We get asked a lot by clients how they can make thier system go faster, or how they can ramp…
00:28:37 |
Fri 08 Sep 2023
Interview with Winnie and Emaghea Lau
In this episode Chris has the honor of interviewing mother-daughter power team Winnie and Emaghea Lau. They have created a program called ‘Cash Smart for Life’ that helps parents teach their kids how…
00:36:56 |
Fri 25 Aug 2023
Looking Back: Things we would have done different.
In this episode we take a look back and discuss things we might have done differently when we first started our Infinite Banking journey. Mike E, Chris and Mike C go into detail about their own plans…
00:30:17 |
Fri 11 Aug 2023
Interview with Haley Davidshofer
In this episose Chris has the opportunity to interview Haley Davidshofer! Haley has been an avid learner of IBC over the last several years. Her journey includes a different look at who to insure, th…
00:25:25 |
Fri 28 Jul 2023
Take a tax break? Or get multiple uses of your dollar?
In this episode the team ponders the idea of taking a tax exemption vs getting multiple uses of every dollar. The thinking exercise focuses on 529’s and HSA’s. Everett will expound upon Willie Sutton…
00:29:53 |
Fri 14 Jul 2023
When Does it Get Good?
In this episode, we dive into a question that even we have asked! When does it get good? This can be asked in many different forms, and the team works to break down each angle and give our perspectiv…
00:25:58 |
Fri 30 Jun 2023
Our thoughts on Skinny Policy Design
In this episode Chris and the Mike’s discuss skinny policy design. We get asked this question all the time, “Is there a way to make my policy grow faster on day one?” Typically, the solution for fast…
00:36:29 |
Fri 02 Jun 2023
The best type of Policy for IBC
In this episode, Mike Everett, Chris Bay and Michael Kwong discuss a question we get all the time; What’s the best type of policy for IBC? There is a lot of noise out there about this topic, and the …
00:28:25 |
Fri 19 May 2023
Interest Rates and Picking an Insurance Company
In this episode, we discuss a boot camp question that we get all the time; policy loan interest rates. Mike Everett, Chris Bay and Michael Crawford unpack this topic by giving more insight into how p…
00:21:28 |
Sat 06 May 2023
Accounting for a contingency fund
In this episode, we discuss the question, “What about a contingency fund?” There are many reasons to need a contingency fund in life, that doesn’t change when you are using Infinite Banking! We discu…
00:19:35 |
Fri 21 Apr 2023
Interview of Taryn Souza
In this episode, Chris has the honor of interviewing Taryn Souza! She is an awesome entrprenuer who found Life Success & Legacy through a coworker, Haley! Taryn isn’t an LSL client, but she is 100% i…
00:48:32 |
Fri 07 Apr 2023
What to look for in an Insurance Company
In this episode, Mike Everett, Chris Bay and Michael Crawford dive into a question we get somewhat regularly. What do we look for in an insurance company, especially as it pertains to Infinite Bankin…
00:42:45 |
Fri 24 Mar 2023
Thoughts from the Think Tank
In this episode, Mike Everett and Mike Kwong dive into their experiences from this years Think Tank! Kwong has never been and Everett has only missed two! This is a cool look behind the curtain of th…
00:28:41 |
Fri 10 Mar 2023
Insurance Riders: What are they?
In this episode Mike and Chris discuss a question we get all the time; what are insurance riders. Many of our clients, and potential clients, have heard of the Flexible Paid Up Additions (FPUA) rider…
00:35:18 |
Fri 17 Feb 2023
The Neslon Nash Institue Think Tank
In this episode Mike, Chris and Michael discuss the NNI Think Tank. What is it, who can attend and why do we go back. Take a listen to see how our team stays on the front end of Infinite Banking!
00:32:54 |
Fri 13 Jan 2023
LSL Team Books: The role they play
In this episode Chris Bay and Mike Kwong, with support from Mike C, discuss their two books, ‘Family Banking with Purpose’ and ‘DIBS on Your Money!’. We dive into the books origins, how they fit with…
00:33:10 |
Sat 17 Dec 2022
External lines of credit. Are they good? Should I have them?
In this episode, Mike, Chris and Mike Kwong dive into another great boot camp question; external lines of credit. We talk a lot about Nelson’s five main principles, which include: Don’t do business w…
00:29:29 |
Fri 02 Dec 2022
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