Wealth Without Bay Street
120. Corporate Tax Landmines In Canada with Henry Wong

120. Corporate Tax Landmines In Canada with Henry Wong

June 21, 2022

FREE report 7 Simple Steps to Becoming Your Own Bankerhttp://7steps.ca/ 

 

Wealth Without Bay Street EPISODE 120: Featured on today’s episode is Henry Wong, explaining how you, as a business owner, can avoid corporate tax landmines in Canada. Henry is a professional CPA and trains other CPA’s across Canada specializing in taxation and passing through the nationals exams. He chanced upon the book “Becoming Your Own Banker” and began to piece together all his knowledge of life insurance and financial accounting and soon began to pursue the journey of becoming his own banker. Henry now trains others as an accountant in how to build their own personal capital pool and manage their taxation through IBC. 

 

IN THIS EPISODE, YOU WILL LEARN: 

0:00 Introduction

3:14 The Flow of Capital

5:29 The Theory of Integration

10:21 Landmine #1 - Shareholders Get Benefits From Their Company

15:47 Landmine #2 - Shareholder Borrowing

21:42 Golini Case Study

29:49 What Can Happen If You Go With Shareholder Borrowing

33:51 Know Your Fine Print

38:25 Get Connected With The Right Advisors

 

Golini Case File

https://www.canlii.org/en/ca/tcc/doc/2016/2016tcc174/2016tcc174.html

 

Tax Court Ruling a Cautionary Tale for Small Business Owners   

https://www.advisor.ca/columnists_/florence-marino/shareholder-borrowing-is-a-shareholder-benefit-but-how-much-is-it-worth/

 

🎙️ WEALTH WITHOUT BAY STREET LINKS:

Learn how Canadian are Implementing Infinite Banking for Free Here: https://wealthwithoutbaystreet.com/masterclass 

Podcast Website: https://wealthwithoutbaystreet.com/

Follow us on Facebook: https://wealthwithoutbaystreet.com/fb

Subscribe to our Youtube Channel: https://wealthwithoutbaystreet.com/yt

Book a 15-minute call: https://wealthwithoutbaystreet.com/15mincall

 

Watch our Tribute To The Man Who Created Infinite Banking R. Nelson Nash here:

https://wealthwithoutbaystreet.com/dayofnelson 

 

🤝 Join Our Community! https://wealthwithoutbaystreet.com/community

 

📚 IBC RECOMMENDED BOOKS

https://wealthwithoutbaystreet.com/books

 

📽️ WATCH THE DOCUMENTARY

Documentary Film This is Nelson Nash: https://www.ascendantfinancial.ca/nelson-nash-film/

 💸 Financial Advisor? Learn about the Infinite Banking Concept here: Nelson Nash Institute Practitioner Program: https://infinitebanking.org/practitioners-program/ref/6/

EVA - Economic Value Add The Real Key To Creating Wealth Article: https://infinitebanking.org/the-real-key-to-creating-wealth/ref/6/

 

Wealth Without Bay Street is a Founding Member of the SMB PODCAST NETWORK visit https://www.smbpodcastnetwork.com/ to learn

#WWBS #JaysonLowe #RichardCanfield #theinfinitebankingconcept #wealthwithoutbaystreet #HenryWong

118. Estate Planning Innovations In A Digital World Meet Guidr

118. Estate Planning Innovations In A Digital World Meet Guidr

June 7, 2022

FREE report 7 Simple Steps to Becoming Your Own Bankerhttp://7steps.ca/ 

 

Wealth Without Bay Street EPISODE 118: Featuring on this episode of Wealth Without Baystreet are David Zumpano and Guy Remond. David Zumpano started out as an estate planner, founding The Estate Planner Law Center in 1995. Over the years David has also founded the Medicaid Practice Systems, LLC in 2010 and has authored Protect Your IRA, Avoid the 5 Common Mistakes, a contributory book offering for Estate planning attorneys in 2015. David now continues his journey helping estate planning and elder law attorneys build purpose driven practices with personal and professional balance. Guy Remond has over 20 years in the tech, software & consulting/advisory industries, as a founder, director, investor and advisor. Following his passion Guy branched out into the technical world, in 2001 and was a founding member and CEO of Cake Solutions Ltd. Guy has invested in a number of companies and is actively working with these companies in a non-executive director or chairman role, helping them to fulfill the leadership's drive to a successful outcome.

David and Guy have been partners in building Guidr, a digital, easy to use client interface platform released to lawyers, changing the industry by digitizing how lawyers communicate with clients to meet the demands of the modern technological advancements consumers have come to expect.  In October 2021, Dave and his technology partner, Guy Remond, co-authored; The Digitization of Law; How to transform technology disruptions into abounding opportunities, which provides the basis and support for the future of the law practice incorporating digital technology. 

IN THIS EPISODE, YOU WILL LEARN: 

0:00 Introduction

2:36 How Guidr Was Born

14:12 Guidr And Its Features

18:28  How Does Guidr Work

19:24 Maintaining a Relationship With Your Attorney 

20:54 To Have the Law Digitized, Democratized, Demonitized

26:04 Creating a Convenient Solution

28:17 Confidentiality and Ethics

32:04 Guidr Is The Future 

38:13 Adapting As Technology Advances

42:42 Understanding The Consumers

48:54 Creating Value As An Entrepreneur

51:18 Who Would David Want To Be a Hero To

52:14 Who Would Guy Want To Be a Hero To

 

Guy: https://www.linkedin.com/in/guyremond/

Dave: https://www.linkedin.com/in/david-zumpano-a0208119a/

 

Follow Guidr on: 

Facebook: https://www.facebook.com/guidr.legal 

Instagram: https://www.instagram.com/accounts/login/?next=/guidr.legal/

LinkedIn: https://www.linkedin.com/company/guidr-legal/

Twitter: https://twitter.com/GuidrLegal

YouTube: https://www.youtube.com/channel/UChhBZLky0pllzqCEXU6c-AQ

 

🎙️ WEALTH WITHOUT BAY STREET LINKS:

Learn how Canadian are Implementing Infinite Banking for Free Here: https://wealthwithoutbaystreet.com/masterclass 

Podcast Website: https://wealthwithoutbaystreet.com/

Follow us on Facebook: https://wealthwithoutbaystreet.com/fb

Subscribe to our Youtube Channel: https://wealthwithoutbaystreet.com/yt

Book a 15-minute call: https://wealthwithoutbaystreet.com/15mincall

 

Watch our Tribute To The Man Who Created Infinite Banking R. Nelson Nash here:

https://wealthwithoutbaystreet.com/dayofnelson 

 

🤝 Join Our Community! https://wealthwithoutbaystreet.com/community

📚 IBC RECOMMENDED BOOKS

https://wealthwithoutbaystreet.com/books

 

📽️ WATCH THE DOCUMENTARY

Documentary Film This is Nelson Nash: https://www.ascendantfinancial.ca/nelson-nash-film/

 💸 Financial Advisor? Learn about the Infinite Banking Concept here: Nelson Nash Institute Practitioner Program: https://infinitebanking.org/practitioners-program/ref/6/

EVA - Economic Value Add The Real Key To Creating Wealth Article: https://infinitebanking.org/the-real-key-to-creating-wealth/ref/6/

#WWBS #JaysonLowe #RichardCanfield #theinfinitebankingconcept #wealthwithoutbaystreet #DavidZumpano #GuyRemond

114. Canadian Real Estate Coach Embraces Infinite Banking Concept

114. Canadian Real Estate Coach Embraces Infinite Banking Concept

May 10, 2022

FREE report 7 Simple Steps to Becoming Your Own Bankerhttp://7steps.ca/ 

 

Wealth Without Bay Street EPISODE 114: Featuring on today’s episode of Wealth Without Baystreet is Elizabeth Kelly, an experienced real estate investor for more than 15 years. Elizabeth has a passion for  helping people achieve their financial dreams through the purchase of investment properties. She specializes in the acquisition and management of Rent to Own and multi-unit residential  properties. In 2019, she opened ‘Elizabeth Kelly Consulting and Coaching’ to assist both new and  experienced investors in planning, structuring and creatively financing their real estate portfolio  so they can enjoy early retirement and leave a legacy for their families.  

 

IN THIS EPISODE, YOU WILL LEARN: 

0:00 Introduction

1:21 Elizabeth’s Real Estate Investment Journey

5:03 Common Mistakes Made By New Investors

8:18 The Start of EK Consulting

12:17 What is Your Objective as an Investor

16:51 You Need Back-up Plans

22:00 How IBC Can Help You Invest in Real Estate

25:58 Protection Against Inflation

33:43 Is It Too Good To Be True

43:34 Can IBC Replace RRSP

53:21 Who Would Elizabeth Want To Be a Hero To

 

Instagram: @elizabethkellyconsulting  

Facebook: https://www.facebook.com/EKConsulting.ca/ 

E-Mail: elizabeth@ekconsulting.ca

Website: ekconsulting.ca

 

🎙️ WEALTH WITHOUT BAY STREET LINKS:

Learn how Canadian are Implementing Infinite Banking for Free Here: https://wealthwithoutbaystreet.com/masterclass 

Podcast Website: https://wealthwithoutbaystreet.com/

Follow us on Facebook: https://wealthwithoutbaystreet.com/fb

Subscribe to our Youtube Channel: https://wealthwithoutbaystreet.com/yt

Book a 15-minute call: https://wealthwithoutbaystreet.com/15mincall

 

Watch our Tribute To The Man Who Created Infinite Banking R. Nelson Nash here:

https://wealthwithoutbaystreet.com/dayofnelson 

 

🤝 Join Our Community! https://wealthwithoutbaystreet.com/community

📚 IBC RECOMMENDED BOOKS

https://wealthwithoutbaystreet.com/books

 

📽️ WATCH THE DOCUMENTARY

Documentary Film This is Nelson Nash: https://www.ascendantfinancial.ca/nelson-nash-film/

 💸 Financial Advisor? Learn about the Infinite Banking Concept here: Nelson Nash Institute Practitioner Program: https://infinitebanking.org/practitioners-program/ref/6/

EVA - Economic Value Add The Real Key To Creating Wealth Article: https://infinitebanking.org/the-real-key-to-creating-wealth/ref/6/

#WWBS #JaysonLowe #RichardCanfield #theinfinitebankingconcept #wealthwithoutbaystreet #ElizabethKelly

75. Wealth Coach Improves Financial Health With #IBC

75. Wealth Coach Improves Financial Health With #IBC

August 10, 2021

Back on the Wealth Without Bay Street’s Advisor series, Liz Lamond is an advisor with Ascendant Financial. She discovered IBC after investing in real estate through mortgages for many years and discovered a better way of managing the banking function in her life. Since then, she now helps her clients reduce the financial stress in their lives by guiding and coaching them through the infinite banking process. Getting to help people with a solution that works for their personal and business lives and makes a difference to their long-term planning and provides for their family's needs now and in the future. Liz came to IBC from the healthcare industry and now coaches her clients back to financial health.

 

IN THIS EPISODE, YOU WILL LEARN: 

0:00 Introduction 

2:06 How Liz discovered IBC and her journey implementing it

7:38 The optimal mindset of clients that Liz loves to work with

10:22 What inspires Liz the most about IBC

13:37 The connection between financial frustration leading to freedom in IBC

17:56 Liz’s advice to potential IBC Advisors

19:52 The importance of being a learner through the IBC process

24:15 Who Liz wants to be a hero to

 

📌 EPISODE LINKS: 

Follow Liz Lamond:

Ascendant Financial: https://ascendantfinancial.ca/team-member/liz-lamond/

LinkedIn: https://www.linkedin.com/in/liz-lamond-85a8a1195?originalSubdomain=ca

 

🎙️ WEALTH WITHOUT BAY STREET LINKS:

Learn how Canadian are Implementing Infinite Banking for Free Here: https://wealthwithoutbaystreet.com/masterclass 

Podcast Website: https://wealthwithoutbaystreet.com/

Follow us on Facebook: https://wealthwithoutbaystreet.com/fb

Subscribe to our Youtube Channel: https://wealthwithoutbaystreet.com/yt

Book a 15-minute call: https://wealthwithoutbaystreet.com/15mincall

Re-think Your Thinking - The Backwards Bicycle : https://wealthwithoutbaystreet.com/backbike 

 

Watch our Tribute To The Man Who Created Infinite Banking R. Nelson Nash here:

https://wealthwithoutbaystreet.com/dayofnelson 

 

🤝 Join Our Community! https://wealthwithoutbaystreet.com/community

Check out our other Channel for more content: https://wealthwithoutbaystreet.com/bankersvault 

 

📚 IBC RECOMMENDED BOOKS

https://wealthwithoutbaystreet.com/books

 

📽️ WATCH THE DOCUMENTARY

Documentary Film This is Nelson Nash: https://www.ascendantfinancial.ca/nelson-nash-film/

 💸 Financial Advisor? Learn about the Infinite Banking Concept here: Nelson Nash Institute Practitioner Program: https://infinitebanking.org/practitioners-program/ref/6/

EVA - Economic Value Add The Real Key To Creating Wealth Article: https://infinitebanking.org/the-real-key-to-creating-wealth/ref/6/

 

EVA - Economic Value Add The Real Key To Creating Wealth Article: https://infinitebanking.org/the-real-key-to-creating-wealth/ref/6/

 

#WWBS #JaysonLowe #RichardCanfield #theinfinitebankingconcept #wealthwithoutbaystreet #LizLamond

51. Taking Control Of Your Money With IBC - Client Series - Scott Wilson

51. Taking Control Of Your Money With IBC - Client Series - Scott Wilson

February 23, 2021

CLIENT SERIES EPISODE:

Scott Wilson high school teacher who began investing in real estate 6 years ago, specifically student rentals.  After accumulating a number of houses Scott began to look for other opportunities outside of real estate.  He was introduced to IBC by his cousin, Peter Lount, a couple of years ago.  It took Scott about 6 months to begin to understand how this concept could benefit his investments along with his everyday living expenses. Using IBC has allowed Scott to find new opportunities along with having security with his existing investments.  

IN THIS EPISODE, YOU WILL LEARN:

  • [00:02:26] What’s Life Been Like Since Implementing IBC?
  • [00:14:53] How Has The Financial Outlook Changed For Scott’s Family?
  • [00:20:36] What’s Next For Scott?
  • [00:32:39] Taking Out Policies On People You Love

📌 EPISODE LINKS:

🎙️ WEALTH WITHOUT BAY STREET LINKS 

Podcast Website: https://wealthwithoutbaystreet.com/

Follow us on Facebook: https://wealthwithoutbaystreet.com/fb

Subscribe to our Youtube Channel: https://wealthwithoutbaystreet.com/yt

Book a 15-minute call: https://wealthwithoutbaystreet.com/15mincall

To Access our COVID 19 Q&A session with special guests please click here: https://wealthwithoutbaystreet.com/covidqanda

🤝 Join Our Community! https://wealthwithoutbaystreet.com/community

 

💻  Sign up for the MasterClass TODAY!  https://wealthwithoutbaystreet.com/masterclass

📚 IBC RECOMMENDED BOOKS

https://wealthwithoutbaystreet.com/books

📽️ WATCH THE DOCUMENTARY

Documentary Film This is Nelson Nash: https://www.ascendantfinancial.ca/nelson-nash-film/

 💸 Financial Advisor? Learn about the Infinite Banking Concept here: Nelson Nash Institute Practitioner Program: https://infinitebanking.org/practitioners-program/ref/6/

EVA - Economic Value Add The Real Key To Creating Wealth Article: https://infinitebanking.org/the-real-key-to-creating-wealth/ref/6/

48. Seeing Opportunities with Infinite Banking and Real Estate - Client Series

48. Seeing Opportunities with Infinite Banking and Real Estate - Client Series

February 2, 2021

On today's “Client Series” episode of Wealth Without Bay Street, Jayson and Richard are joined by Liam McGoran.  Liam works as a Design Engineer (EIT) for an engineering firm in Vancouver, BC. Amongst spending time hiking and being outdoors in the Greater Vancouver area, Liam has picked up an interest in macroeconomics and investing. He has especially enjoyed being able to implement IBC as a tool to further accelerate his investing journey. In a world of out of control central banks and big governments people need to wake up more than ever and take control of the banking function in their life. With this new found passion it’s even more enjoyable to spread the word, grow with others and help educate those you care about.

 

Liam took the time to learn the IBC process and is now living proof the Becoming Your Own Banker is one of the best decisions you can make for yourself, your family and your future.

IN THIS EPISODE, YOU WILL LEARN:

  • [00:01:13] How Did IBC Enter Liam’s Life?
  • [00:02:30] What Has Liam’s IBC Journey Been Life So Far?
  • [00:09:53] Advice For Young People
  • [00:15:24] What Is Liam Looking Forward Too?
  • [00:16:37] Are People Receptive?

📌 EPISODE LINKS:

🎙️ WEALTH WITHOUT BAY STREET LINKS 

Podcast Website: https://wealthwithoutbaystreet.com/

Follow us on Facebook: https://wealthwithoutbaystreet.com/fb

Subscribe to our Youtube Channel: https://wealthwithoutbaystreet.com/yt

Book a 15-minute call: https://wealthwithoutbaystreet.com/15mincall

To Access our COVID 19 Q&A session with special guests please click here: https://wealthwithoutbaystreet.com/covidqanda

🤝 Join Our Community! https://wealthwithoutbaystreet.com/community

 

💻  Sign up for the MasterClass TODAY!  https://wealthwithoutbaystreet.com/masterclass

📚 IBC RECOMMENDED BOOKS

https://wealthwithoutbaystreet.com/books

📽️ WATCH THE DOCUMENTARY

Documentary Film This is Nelson Nash: https://www.ascendantfinancial.ca/nelson-nash-film/

 💸 Financial Advisor? Learn about the Infinite Banking Concept here: Nelson Nash Institute Practitioner Program: https://infinitebanking.org/practitioners-program/ref/6/

EVA - Economic Value Add The Real Key To Creating Wealth Article: https://infinitebanking.org/the-real-key-to-creating-wealth/ref/6/

45. With IBC The Cash Follows The Leader

45. With IBC The Cash Follows The Leader

January 12, 2021

We all know that everyone’s financial situation is different.  But did you know that you can set up a policy to suit you?  Most people don’t and that’s ok.  The most important thing is to not ponder over what you didn’t know but to dive in and learn all the ways you’re able to make your financial situation better.  Our mission is to share the message to Candians that you can improve your wealth without Bay Street.  As you will hear Jayson and Richard say, reading Nelson’s book multiple times is a MUST!  Each time you read it, you will see something you didn't see before.

 

Remember….it’s never too late to start!

🎙️ WEALTH WITHOUT BAY STREET LINKS 

Podcast Website: https://wealthwithoutbaystreet.com/

Follow us on Facebook: https://wealthwithoutbaystreet.com/fb

Subscribe to our Youtube Channel: https://wealthwithoutbaystreet.com/yt

Book a 15-minute call: https://wealthwithoutbaystreet.com/15mincall

To Access our COVID 19 Q&A session with special guests please click here: https://wealthwithoutbaystreet.com/covidqanda

🤝 Join Our Community! https://wealthwithoutbaystreet.com/community

 

💻  Sign up for the MasterClass TODAY!  https://wealthwithoutbaystreet.com/masterclass

📚 IBC RECOMMENDED BOOKS

https://wealthwithoutbaystreet.com/books

📽️ WATCH THE DOCUMENTARY

Documentary Film This is Nelson Nash: https://www.ascendantfinancial.ca/nelson-nash-film/

 💸 Financial Advisor? Learn about the Infinite Banking Concept here: Nelson Nash Institute Practitioner Program: https://infinitebanking.org/practitioners-program/ref/6/

EVA - Economic Value Add The Real Key To Creating Wealth Article: https://infinitebanking.org/the-real-key-to-creating-wealth/ref/6/

 

44. CPA & Real Estate Investors Embrace Infinite Banking Concept Canada - Cherry Chan & Erwin Szeto

44. CPA & Real Estate Investors Embrace Infinite Banking Concept Canada - Cherry Chan & Erwin Szeto

January 5, 2021

Joining Richard and Jayson today is the power couple, Cherry Chan and Erwin Szeto. 

 

Cherry is an entrepreneur, a best-selling author on Amazon, a blogger, a mom of two young kids and a Chartered Professional Accountant helping real estate agents and real estate investors. Cherry is also in high demand as a public speaker for her tax knowledge. 

 

Erwin is the founder of the iWIN (Infinity Wealth Investment Network) and the iWIN Real Estate.  He has a Top 100 Investment Podcast (per iTunes) and is President of the Hamilton Basket Brigade.

 

Together, these two help many people become the best versions of themselves while knowing the right way to invest in real estate.

 

Listen as Cherry and Erwin share their journeys, their Infinite Banking knowledge and how they continuously help people with their charities.

IN THIS EPISODE, YOU WILL LEARN:

  • [00:07:41] Advantages Of Communities
  • [00:11:12] Erwin’s Real Estate Investing Journey
  • [00:16:02] What Compelled Cherry To Embrace IBC?
  • [00:31:06] Benefits Of Being An Entrepreneur
  • [00:42:16] How Cherry Views IBC

📌 EPISODE LINKS:

Follow Cherry Chan

On LinkedIn: https://www.linkedin.com/in/cherry-chan-your-real-estate-accountant-9ab00514/

 

Check out Cherry’s website: https://realestatetaxtips.ca/

 

Get your copy of Cherry’s book Complete Taxation Guide to Canadian Real Estate Investing

Follow Erwin Szeto

On LinkedIn: https://www.linkedin.com/in/erwinszeto/

 

Subscribe & Listen to The Truth About Real Estate Investing... for Canadians podcast: https://podcasts.apple.com/ca/podcast/the-truth-about-real-estate-investing-for-canadians/id1100488294

 

Check out Erwin’s website: https://erwinszeto.com/

🎙️ WEALTH WITHOUT BAY STREET LINKS 

Podcast Website: https://wealthwithoutbaystreet.com/

Follow us on Facebook: https://wealthwithoutbaystreet.com/fb

Subscribe to our Youtube Channel: https://wealthwithoutbaystreet.com/yt

Book a 15-minute call: https://wealthwithoutbaystreet.com/15mincall

To Access our COVID 19 Q&A session with special guests please click here: https://wealthwithoutbaystreet.com/covidqanda

🤝 Join Our Community! https://wealthwithoutbaystreet.com/community

 

💻  Sign up for the MasterClass TODAY!  https://wealthwithoutbaystreet.com/masterclass

📚 IBC RECOMMENDED BOOKS

https://wealthwithoutbaystreet.com/books

📽️ WATCH THE DOCUMENTARY

Documentary Film This is Nelson Nash: https://www.ascendantfinancial.ca/nelson-nash-film/

 💸 Financial Advisor? Learn about the Infinite Banking Concept here: Nelson Nash Institute Practitioner Program: https://infinitebanking.org/practitioners-program/ref/6/

EVA - Economic Value Add The Real Key To Creating Wealth Article: https://infinitebanking.org/the-real-key-to-creating-wealth/ref/6/

 

41. Infinite Banking & The Money Multiplier Method

41. Infinite Banking & The Money Multiplier Method

December 15, 2020

Brent Kesler was a Chiropractor and Chiropractic coach for over 14 years. After implementing The Money Multiplier Method, Brent paid off $984,711 in 3rd party debt in 39 months. In fact, Brent became so passionate about how powerful this concept was, he began sharing it with others. For the last 7 plus years, Brent has been lecturing to thousands of people around the United States and Canada on the dynamics of the The Money Multiplier Method and helping individuals break the bonds of financial slavery they don’t even realize they are in. Brent’s main goal in making this move was simply to help more people understand how to manage and grow their wealth. He teaches how to take back control of your financial life.  Brent has a passionate belief that whether you make $10/hour or $10,000/hour you should know The Money Multiplier Method and have this powerful information to keep control of your own money.

IN THIS EPISODE, YOU WILL LEARN:

  • [00:01:12] Brent’s Journey & New Book
  • [00:07:41] What Was Life Like Before IBC
  • [00:17:38] Advice For Someone Experiencing IBC For The First Time
  • [00:28:24] Brent’s Fondest Memory Of Nelson Nash
  • [00:46:45] Who Does Brent Want To Be A Hero Too?

📌 EPISODE LINKS:

 

Get Brent’s New Book “Mapping Out The Millionaire Mystery” for FREE here: https://wealthwithoutbaystreet.com/brentkeslerbook 

 

Check out the Money Multiplier website: https://themoneymultiplier.com/

 

Watch Brent’s 90 Minute Presentation: https://wealthwithoutbaystreet.com/moneymultiplier 

🎙️ WEALTH WITHOUT BAY STREET LINKS 

Podcast Website: https://wealthwithoutbaystreet.com/

Follow us on Facebook: https://wealthwithoutbaystreet.com/fb

Subscribe to our Youtube Channel: https://wealthwithoutbaystreet.com/yt

Book a 15-minute call: https://wealthwithoutbaystreet.com/15mincall

To Access our COVID 19 Q&A session with special guests please click here: https://wealthwithoutbaystreet.com/covidqanda

🤝 Join Our Community! https://wealthwithoutbaystreet.com/community

 

💻  Sign up for the MasterClass TODAY!  https://wealthwithoutbaystreet.com/masterclass

📚 IBC RECOMMENDED BOOKS

https://wealthwithoutbaystreet.com/books

📽️ WATCH THE DOCUMENTARY

Documentary Film This is Nelson Nash: https://www.ascendantfinancial.ca/nelson-nash-film/

 💸 Financial Advisor? Learn about the Infinite Banking Concept here: Nelson Nash Institute Practitioner Program: https://infinitebanking.org/practitioners-program/ref/6/

EVA - Economic Value Add The Real Key To Creating Wealth Article: https://infinitebanking.org/the-real-key-to-creating-wealth/ref/6/

26. CPA Solutions For A Business Owners Whole Life

26. CPA Solutions For A Business Owners Whole Life

September 1, 2020

Joining Jayson and Richard today is National Director, Tax and Estate Planning at IDC Worldsource Insurance Network Inc. and fellow Infinite Banker, Frank Abate. As you will hear, Frank is very passionate about helping business owners get free from the Tax Man. Just like Richard and Jayson, Frank has helped many people gain back their confidence and financial abilities with Dividend-Paying Participating Whole Life Insurance Policies. Listen as the guys explain the impact the Infinite Banking Concept has helped change the lives of many business owners and their families. 

IN THIS EPISODE, YOU WILL LEARN:

  • [00:07:25] Why Do CPA’s Often Miss This Strategy?
  • [00:14:00] Why This Works With Business Owners & Their Corporate Plans
  • [00:23:53] Tax Advantages
  • [00:37:45] What Is Frank’s Inspiration?
  • [00:45:56] Who Does Frank Want To Be A Hero Too?

 

 

📌 EPISODE LINKS:

Follow Frank Abate

On LinkedIn: https://www.linkedin.com/in/frank-abate-383722114/

 

Frank’s Message on Youtube - Power of Private Corporations Putting cash into Life policies: https://www.youtube.com/watch?v=69v5abV82iA 

 

Frank Abate, Transferring Ownership of a Life Insurance Policy: https://www.youtube.com/watch?v=cj7iGk6NkaU

 

Frank walking through a Canadian Corporate Policy case: https://www.youtube.com/watch?v=hmmKyioRevM

🎙️ WEALTH WITHOUT BAY STREET LINKS 

Podcast Website: https://wealthwithoutbaystreet.com/

Follow us on Facebook: https://wealthwithoutbaystreet.com/fb

Subscribe to our Youtube Channel: https://wealthwithoutbaystreet.com/yt

Book a 15-minute call: https://wealthwithoutbaystreet.com/15mincall

To Access our COVID 19 Q&A session with special guests please click here: https://wealthwithoutbaystreet.com/covidqanda

 

 

 

💻  Sign up for the MasterClass TODAY!  https://wealthwithoutbaystreet.com/masterclass

📚 IBC RESOURCES

Becoming Your Own Banker by R. Nelson Nash Book:

https://wealthwithoutbaystreet.com/ownbankerbook

The Case for IBC by Robert Murphy, Carlos Lara & R. Nelson Nash: https://wealthwithoutbaystreet.com/IBCcase

The And Asset by Caleb Guilliams:

https://wealthwithoutbaystreet.com/theandasset

📽️ WATCH THE DOCUMENTARY

Documentary Film This is Nelson Nash: https://www.ascendantfinancial.ca/nelson-nash-film/

 💸 Financial Advisor? Learn about the Infinite Banking Concept here: Nelson Nash Institute Practitioner Program: https://infinitebanking.org/practitioners-program/ref/6/

EVA - Economic Value Add The Real Key To Creating Wealth Article: https://infinitebanking.org/the-real-key-to-creating-wealth/ref/6/

 

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