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Welcome to the Wealth Without Bay Street podcast, a Canadian guide to building dependable wealth. Join Richard Canfield and Jayson Lowe as they unlock the secrets to creating financial peace of mind in an uncertain world. Discover the strategies and mindsets to a financial future you can bank on. Discussing The Infinite Banking Concept and strategy of BecomingYour Own Banker in Canada as only Canucks can!
Episodes
Tuesday Aug 16, 2022
128. The original Canadian TFSA - Tax Free Saving Account
Tuesday Aug 16, 2022
Tuesday Aug 16, 2022
FREE report 7 Simple Steps to Becoming Your Own Banker - http://7steps.ca/
Wealth Without Bay Street EPISODE 128: On today’s episode of Wealth Without Baystreet, we are joined by Vernon McCarty and Richard Canfield as they talk about The Infinite Banking Concept and how Par Whole Life Insurance in Canada is the original Tax-Free Savings account. This is part one of the two part series so we hope you stay tuned!
IN THIS EPISODE, YOU WILL LEARN:
0:00 Introduction
1:33 Misclassification of the Tax Free Savings Account
4:34 Easing Into Understanding IBC
7:18 TFSA vs. IBC
13:08 The Original Tax Free Savings Account
19:15 Don’t Be a Poor Planner
25:28 Anything Can Happen
35:42 You Can Start Anywhere
🎙️ 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 #VernonMcCarty
Tuesday Aug 09, 2022
127. 5 Ways To Reduce Taxes In Canada And Protect Your Wealth
Tuesday Aug 09, 2022
Tuesday Aug 09, 2022
FREE report 7 Simple Steps to Becoming Your Own Banker - http://7steps.ca/
Wealth Without Bay Street EPISODE 127: Today’s episode features Henry Wong again. Henry is a professional CPA who also trains other CPA’s across Canada specializing in taxation and passing through the nationals exams. Today he uses the opportunity to help explain Canadian life insurance landmines that U.S. citizens can avoid.
Henry 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. He 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
1:03 Separating Yourself From The Two Systems
4:54 How Much Tax Does An Average Canadian Family Pay
8:30 The Five D’s
10:04 Using Time To Your Advantage (Defer)
12:38 Misconception of the Lower Tax Bracket
16:19 Design of The Canadian Tax System (Design)
20:47 Defining Your Income (Define)
26:38 Dividing the Income (Divide)
35:38 The Disconnect (Disconnect)
42:15 Other Products Considered Income
🎙️ 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
Tuesday Jul 26, 2022
125. Infinite Banking Conversations About Nelson Nash With Tim Yurek
Tuesday Jul 26, 2022
Tuesday Jul 26, 2022
FREE report 7 Simple Steps to Becoming Your Own Banker - http://7steps.ca/
Wealth Without Bay Street EPISODE 125: Featuring on today’s episode is Tim Yurek, the founder and CEO of Tier 1 Capital, a leading national financial consulting firm. Over his 35+ year career, he has worked with thousands of families across the country helping them achieve their financial goals – like sending their children to college, purchasing a new home or property, planning for business succession and successfully navigating their way through all stages of their financial journey. As the CEO of the company, Tim plays a foundational role in supporting the business. Everything from designing financial plans to identify funding sources to implementing these plans to secure funding. All of this work is powered by the unique application of Tier 1 Capital’s Growth Process. Tim’s promise to clients is to help them truly experience financial freedom by using strategies that minimize risk, increase accessibility, and put them in control of their money.
IN THIS EPISODE, YOU WILL LEARN:
0:00 Introduction
1:25 Tim’s Time and Journey With Nelson
8:15 Looking Back - From 1997 to 2022
11:09 Going Back to the Basics
13:47 Don’t Knock It Till You Try It!
16:52 How Has IBC Evolved Over Time For Tim
21:30 Learning To Manage Finances
26:23 Tim’s Advice to You
30:49 Communicating the Process
33:47 Never Too Late to Start - Nelson’s Start
40:25 Investing For Future Generations
49:31 Who Would Tim Want To Be a Hero To
Get Connected:
LinkedIn: https://www.linkedin.com/in/timothy-yurek
Contact: https://financialprofessionals.massmutual.com/timothy-yurek
Tier 1 Capital: https://tier1capital.com/about-us/
🎙️ 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 #TimYurek
Tuesday Jul 05, 2022
122. 7 Steps To Becoming Your Own Banker
Tuesday Jul 05, 2022
Tuesday Jul 05, 2022
FREE report 7 Simple Steps to Becoming Your Own Banker - http://7steps.ca/
Wealth Without Bay Street EPISODE 122: On today’s episode of Wealth Without Baystreet, Richard and Jayson walk you through 7 easy steps that you can follow to become your own banker.
IN THIS EPISODE, YOU WILL LEARN:
0:00 Introduction
1:54 Set Yourself in a Strong Foundation
6:21 Brief Runthrough the Seven Steps
8:51 Reading Through Nelson’s Book Well
12:08 Different Learning Methods Makes it Engaging
15:02 You Can Decide When to Call it Quits
16:29 You Will Need the Book
19:37 Bonus Steps After
🎙️ 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
Tuesday Jun 28, 2022
121. Real Life Canada Market Crash Stories 2022 - Protect Your Wealth
Tuesday Jun 28, 2022
Tuesday Jun 28, 2022
Listen to Real Life Canada market crash stories 2022 and learn how you can Protect Your wealth. Get the FREE report 7 Simple Steps to Becoming Your Own Banker - http://7steps.ca/
Wealth Without Bay Street EPISODE 121: In Wealth Without Bay Street EPISODE 121, Richard Canfield and Dan Allen share personal Canadian market crash stories they have each experienced from various market cycles. Dan reflects on his memory of the increasing interest rates in Canada during the early 1980s and a missed opportunity on oil company stock options.
Richard tells 3 warning tales of Canadian Real Estate market crashes that impacted him financially. How one property dropped in value almost ten times and negative cash flow and staging a coup for a condo board. The third tale is a warning for investors lending money on secured mortgages. Richard just barely squeaked out of a private second mortgage deal where all of his capital was at the risk of loss. Contrast all of that to the peaceful stress free nature of contractually growing cash values with The Infinite Banking Concept in Canada.
IN THIS EPISODE, YOU WILL LEARN:
0:00 Introduction
3:18 Flux of Change in the Market
5:44 Two Rules to Remember
7:54 Stock Market Crash in ‘08-’09
10:57 Investing Vs. Speculating
17:31 Learn From Successful Business Models
19:20 Dan Tells How He Lost Out on Company Stock Options
22:31 Richard Loses Money on a Rental Property
28:49 Richard Loses Money on a Land Development Deal
31:13 Richard Almost Loses Everything on a 2nd Mortgage Deal
38:09 Learning From Previous Mistakes
40:00 Do Your Homework Before Investing
🎙️ 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 #DanAllen
Wealth Without Bay Street is a Founding Member of the SMB PODCAST NETWORK visit https://www.smbpodcastnetwork.com/ to learn
Tuesday Jun 21, 2022
120. Corporate Tax Landmines In Canada with Henry Wong
Tuesday Jun 21, 2022
Tuesday Jun 21, 2022
FREE report 7 Simple Steps to Becoming Your Own Banker - http://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
🎙️ 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
Tuesday Jun 07, 2022
118. Estate Planning Innovations In A Digital World Meet Guidr
Tuesday Jun 07, 2022
Tuesday Jun 07, 2022
FREE report 7 Simple Steps to Becoming Your Own Banker - http://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
Tuesday May 10, 2022
114. Canadian Real Estate Coach Embraces Infinite Banking Concept
Tuesday May 10, 2022
Tuesday May 10, 2022
FREE report 7 Simple Steps to Becoming Your Own Banker - http://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
Tuesday Aug 10, 2021
75. Wealth Coach Improves Financial Health With #IBC
Tuesday Aug 10, 2021
Tuesday Aug 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
Tuesday Feb 23, 2021
51. Taking Control Of Your Money With IBC - Client Series - Scott Wilson
Tuesday Feb 23, 2021
Tuesday Feb 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/