The Wealth Without Wall Street Podcast

Section 7702 of the U.S. Internal Revenue Code defines what a life insurance policy is for taxation purposes. It was originally written in the 1980s, and an amendment was signed last December 2020. W…

#174: How’s your 2020? We saw a lot of challenges in the year that was, but there were also great opportunities for those who are willing to act. Yearends are usually a time for reflection and lookin…

Have you been thinking about wealth-building opportunities? You probably heard about a hundred different ways to achieve financial freedom. How do you know which is the right way to go? In this episo…

#173: When was the last time you invested in yourself? How far are you willing to go to get clarity and reach a successful and fulfilling life? Today’s episode features Alex Pardo, host of The Flip E…

What does Dave Ramsey think about IBC? And why does it matter? Information dramatically influences one’s choices. If you’re looking for ways to create financial freedom and learn more about the Infin…

#172: Are you at that point where you can’t decide the path you have to take? Listen to this episode and find out how you can have clarity, take control, chart a path, and achieve freedom. Today’s gu…

If you want to get financial advice, where would you go? Who do you ask? Would you listen to someone who says one thing but does another? This episode is prompted by radio and television celebrity Da…

#172: So you’ve just come up with a fantastic business idea, now what? How do you drive demand and create scarcity so people want to buy your product? Marketing your product is the best thing you can…

#171: How do you ensure a great future for you and your family? Most people go the traditional route -- putting money in the bank and investing in ROTH or IRA. While this is good, at what point will …

#169: “Vision is something that you think about, but the reality of it is when you can see it because you put it down somewhere in front of you.” ~ Russ Morgan

As we’re nearing 2021, it’s a great time…

It’s the season of giving, and we love giving gifts. If you can pass down anything to your children, what would it be? Have you ever considered using life insurance as a gifting mechanism? In today’s…

#168: Are you someone who just experienced a major life change? Maybe you lost your job, had a considerable business failure, or even a failed marriage. Whatever it was for you, know that there’s lif…

Today’s conversation is: “What if I can’t pay my premiums?” We’re going to bring out all the scary things that one can think of and hear what the coaches have to say. Let’s look at some of the though…

This is an extraordinary Christmas episode as Russ and Joey bring their kids once more to the show. The younger kids, ages 6 through 10, share some fascinating history around Christmas, why we celebr…

#167: Most people calculate profit the wrong way. We’re so used to this formula:  Income - Expenses = Profit. What if we look at it the other way around? Join us as we talk about profit with Susanne …

We're back to talk through the intricate details of the Infinite Banking Concept. One question that usually comes up from people who have whole life insurance policies is: “How long do I have to pay …

#166: You’re in for a treat as Joey and Russ bring in their daughters to share insights about Robert Kiyosaki’s book, Rich Dad Poor Dad for Teens. Today’s episode covers part 1 of the book, which is …

It’s another round table discussion where we break down the topics within the Infinite Banking Concept (IBC). Today, we’ll talk about how long you should pay your paid-up additions (PUA) rider. Last …

#165: If you’ve been working for 40 years and have put money towards your retirement, are you sure it will last? While spending your money over the remaining years of your life, you wonder: Is this a…

Today’s topic is about dividends: how they are created and how they can be used. In the book, Building Your Warehouse of Wealth by R. Nelson Nash, the whole life policy is compared to a tree that gro…