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  • In this conversation, Jim and Nick discuss the Economic Value Added (EVA) concept and how it can be applied to personal finances. They explain that cash flow is the key to creating wealth and that individuals should treat their cash as though it has a value. They emphasize the importance of understanding how a bank works and taking control of the banking function in personal finances.

    3 Key Takeaways:

    Cash Has Value: Treating cash as an asset with inherent value, similar to how banks view money, can significantly impact personal wealth growth.

    EVA in Personal Finance: Applying Economic Value Added principles to personal finances can lead to substantial increases in net worth, mirroring the success seen in major corporations.

    Education is Key: Understanding banking principles and treating personal finances like a business are crucial steps in optimizing financial strategies.

    Tune in to learn how to revolutionize your approach to personal finance using proven corporate strategies.

  • Jared Yellin discusses his work in Israel, where he acquires distressed software companies and provides them with cash and operational support. In a wildly innovative spin, he’s set up a 501C3 charity called the Innovation Bridge Foundation, which allows high-net-worth individuals and corporations to make charitable contributions and receive tax deductions. The charity then invests in the for-profit portfolio, Create Israel, which acquires distressed companies and turns them around.

    3 Key Takeaways:

    Innovative Investment Model: Jared introduces a groundbreaking approach that leverages philanthropic donations to acquire and scale distressed tech companies in Israel, providing a low-risk opportunity for donors with significant potential for returns.

    Strategic Use of Capital: Jared explains how his methodology emphasizes the efficient use of capital and operational control to turn around distressed companies and generate sustainable growth without relying on excessive external funding.

    Philanthropy Meets Profit: Learn about the dual benefit of Jared's model—where donors receive immediate tax deductions while potentially benefiting from the upside of stabilized tech companies, making it a unique win-win strategy.

    The world of business is constantly evolving, and so too are the ways we think about investment and corporate responsibility. Blending the objectives of charity with profit-making presents an innovative approach that challenges traditional boundaries.

    Connect with Jared Yellin:

    LinkedIn: www.linkedin.com/in/jaredyellin

    Facebook: www.facebook.com/JaredIYellin

    Instagram: www.instagram.com/jaredyellin/?hl=en

    Twitter: https://twitter.com/JaredYellin

    YouTube: www.youtube.com/channel/UClo7fdQ5d-ZejetjQgTm28A

    TikTok: https://vm.tiktok.com/TTPdSS5Mvw/

    Company Website: www.cr8te.com

    Foundation Website: www.innovationbridgefoundation.org

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  • In this conversation, Jim interviews Jimmy Song about Bitcoin and the problems with the fiat monetary system. They discuss the concept of exchanging time for money and how the government's control over money is a form of slavery. They also explore the potential future of Bitcoin and its impact on economies, particularly in developing countries.

    3 Key Takeaways:

    Decentralized Digital Scarcity: Song explains Bitcoin as a unique form of decentralized digital money that merges the benefits of both decentralization and digital convenience, distinguishing it from both physical assets like gold and centralized digital currencies like the US dollar.

    Impact of Fiat Money: The discussion highlights how fiat currencies, particularly the US dollar, distort economic realities through excessive money creation, leading to inflated costs and bloated administrative sectors. This mechanism undermines traditional value and productivity.

    Future of Currencies: The episode explores the potential collapse of fiat currencies, including the US dollar, and the rise of alternative systems. Song provides a forecast of how hyperinflation might manifest and the role Bitcoin could play as a more stable financial instrument amidst global economic shifts.

    Jim and Jimmy have provided a thought-provoking discussion on the limitations of the current fiat monetary system.

    Connect with Jimmy Song:

    Twitter: https://x.com/jimmysong

    Medium: https://jimmysong.medium.com/

    Linkedin: www.linkedin.com/in/jimmysong/

  • In this conversation, Jim interviews Andrew Lucas, the founder of Deal Finders Club, about his journey in real estate investing and finding cash flowing assets. Andrew shares how he transitioned from a nine-to-five job in hospitality to building a successful real estate business. He emphasizes the importance of treating real estate as a business and finding cash flowing properties. Andrew also discusses the Deal Finders Club, which helps individuals find discounted real estate opportunities in their local communities.

    3 Key Takeaways:

    Real Estate as a Path to Wealth: Andrew shares his transition from hospitality management to real estate, highlighting how he built a substantial portfolio and retired his wife from her job within two years.

    The Importance of Mentorship: Andrew emphasizes the role of mentors in accelerating success and avoiding common pitfalls, stressing the value of community and coaching.

    Finding Opportunities in Any Market: Despite common beliefs that certain markets are too hot, Andrew explains how to identify and acquire discount properties, turning them into profitable investments.

    Andrew's journey from his early struggles to becoming a thriving real estate entrepreneur is a testament to the power of perseverance and learning from mistakes. His story shows that with the right mindset and a willingness to adapt, success is within reach for anyone willing to put in the effort.

    Connect with Andrew Lucas:

    Facebook Group: www.facebook.com/groups/dealfindersnation

    YouTube: www.youtube.com/@DealFinders

    Podcast: https://dealfindersclub.com/listen/

  • In this conversation, Jim Oliver and Nick Kosko discuss one of the most foundational elements of financial freedom and infinite banking. They go deep into explaining the volume of interest paid over the lifetime of a loan, rather than just focusing on interest rates.

    They explain how volume of interest works, how financial institutions benefit from the volume of interest and how individuals can take control of this situation and reclaim lost money they pay to the banks.

    3 Key Takeaways:

    Understanding Interest: Financial institutions focus on interest rates to distract from the more significant factor—the volume of interest paid over the lifetime of a loan.

    Banking Strategies: Banks use sophisticated strategies, such as refinancing offers, to maximize their profits, often at the expense of borrowers.

    Financial Freedom: Becoming your own banker is crucial for escaping financial slavery and achieving true wealth, which is defined by freedom and control rather than just money.

    By understanding and applying these principles, you can regain control over your financial future and break free from the system that keeps many people in financial bondage.

  • In this conversation, Jim and Javier Heredia discuss the concept of Infinite Banking and how it has transformed Javier’s life. He goes on to share his personal story of overcoming a life-threatening accident and financial hardships, and how he was introduced to Infinite Banking.

    3 Key Takeaways:

    Overcoming Adversity: Javier discusses his recovery from a severe accident and how this experience shaped his financial perspectives and resilience.

    Introduction to Infinite Banking: Javier details his initial skepticism and eventual embrace of Infinite Banking, highlighting the importance of education and critical thinking in financial decisions.

    Navigating Financial Noise: The conversation explores the challenges of sifting through conflicting financial advice and the importance of finding trustworthy guidance to achieve financial independence.

    Overcoming significant personal and financial challenges, Heredia shares how adopting IBC principles reshaped his financial strategy and provided a framework for resilience and success.

    Connect with Javier Heredia:

    Linkedin: www.linkedin.com/in/meetjavierheredia/

    Instagram: www.instagram.com/vivahavee/

  • In this conversation, Jim interviews Sharad Mehta, a real estate investor and the owner of ReSimpli, a real estate software company. Sharad shares his journey into real estate and how he transitioned from being an accountant to a full-time real estate investor. He emphasizes the importance of freedom and independence in his decision to pursue real estate.

    3 Key Takeaways:

    Pursuing Financial Independence: Sharad explains his motivation for leaving a stable accounting job to pursue real estate, emphasizing the importance of freedom and aligning work with personal values.

    Real Estate Investment Strategies: Insights into Sharad's investment approach, including the benefits of owning properties outright and the significance of passive income.

    Overcoming Barriers: Sharad offers advice on overcoming common obstacles in real estate, such as market timing and staying within one’s comfort zone. He highlights the value of education, perseverance, and leveraging available resources.

    True wealth isn't just measured in dollars and cents, but in the freedom to live life on your own terms. Take that first step today towards creating a future where your financial decisions align with your dreams and values.

    Connect with Sharad Mehta:

    Website: www.resimpli.com/sharad

    Linkedin: www.linkedin.com/in/sharad-mehta-resimpli/

    Instagram: www.instagram.com/resimpli

    Facebook: www.facebook.com/resimpli

    Mastermind for Real Estate Investors: www.facebook.com/groups/5022177667903135

  • In this conversation, Jim interviews Chris Van Dusen, senior partner at Solyco Capital, about his journey as an athlete and entrepreneur. They discuss the importance of having a mindset of resilience and determination, learned through athletics, in facing challenges and failures in business. Chris shares his experience of starting and scaling multiple businesses, including a CBD brand and a liquor distillery, and eventually selling them.

    3 Key Takeaways:

    Athletics as a Foundation: Athletics can teach valuable skills such as resilience, determination, and the ability to handle failure, which are crucial for business success.

    Strategic Business Foundations: When starting a business, it is important to have a clear end goal and to build a strong foundation that can attract investors.

    Optimizing Business Growth: Scaling a business requires optimizing various aspects such as marketing, sales, supply chain, and profitability.

    Whether starting a new venture or scaling an existing one, the lessons shared emphasize the importance of building a solid foundation, optimizing operations, and maintaining a mindset of continuous learning and adaptability.

    Connect with Chris Van Dusen:

    Website: www.solycocapital.com/

    Linkedin: www.linkedin.com/in/chrismvandusen/

    Instagram: www.instagram.com/chrismvandusen/?hl=en

  • In this episode, Jim and Nick take us back to the basics, which is how the best become the best.

    They discuss the efficiency of cash value in life insurance and its relevance to Infinite Banking. They explain the different types of life insurance policies and their costs, such as term insurance and whole life insurance. They emphasize the importance of understanding the tools and ratios involved in constructing an ideal policy for infinite banking.

    3 Key Takeaways:

    Understanding Life Insurance Basics: Learn why revisiting foundational concepts is essential and how even seasoned professionals can gain new insights by reviewing basic principles regularly.

    Policy Construction and Efficiency: Discover the spectrum of efficiency for cash value in life insurance policies, the importance of balancing base policies with paid-up additions, and the pitfalls of relying heavily on term insurance riders.

    Long-Term Strategy over Short-Term Gains: Gain insights into the long-term benefits of well-constructed policies and why focusing on initial cash value ratios can lead to suboptimal outcomes compared to a strategically balanced approach.

    This episode equips listeners with the key knowledge, surpassing that of many life insurance agents, to effectively leverage life insurance for wealth-building.

  • Palmy and Nancy Kitti, apartment syndicators and educators, share their journey from the fashion industry to building a $300 million apartment portfolio. With their brand of whip-smart focus, they boil down the business of raising money and attracting investors in the multifamily apartment sector.

    3 Key Takeaways:

    The Power of Transition: Palmy and Nancy Kitti detail their shift from the fashion industry to real estate, emphasizing the value of leveraging previous experiences to succeed in new ventures.

    Capital Raising Essentials: They highlight the pivotal role of raising capital and maintaining strong investor relations to sustain and grow a multifamily real estate business.

    Strategic Real Estate Entry: The sisters outline practical steps for beginners in real estate, stressing the importance of education, selecting the right market, and partnering with experienced professionals.

    Their story is a testament to the power of resilience and adaptability in the pursuit of wealth creation. We hope their journey inspires you to take bold steps towards your own financial goals.

    Connect with Kitti sisters:

    Instagram: www.instagram.com/thekittisisters/

    Website: https://thekittisisters.com/

  • In this conversation, Jim interviews Corey Geary about his journey as an entrepreneur and his expertise in the cryptocurrency space. Corey shares how he got into real estate and how it saved his life, leading him to explore the world of cryptocurrency. He emphasizes the importance of treating crypto as an asset class and becoming a student of the industry. Corey also discusses the potential returns in crypto and the different ways to generate passive income.

    3 Key Takeaways:

    Crypto as an Asset Class: Corey emphasizes treating cryptocurrency as an asset class rather than a speculative investment. Similar to real estate or stocks, understanding market cycles, conducting due diligence, and continuous learning are essential.

    Diversification and Risk Management: Corey advocates for a diversified approach based on individual risk tolerance and financial goals.

    Education and Engagement: Corey's strategy involves a "done with you" approach, emphasizing education and empowerment. Clients are guided on how to manage their investments actively, rather than passively handing over funds.

    Whether you're looking at well-established cryptocurrencies like Ethereum or exploring newer options like Pulse Chain, Corey's commitment to education and empowerment can help steer you toward making informed choices and potentially earning returns.

    Connect with Corey Geary:

    Instagram: @thecoreygeary

    Website: https://www.novationnation.com/

  • In this conversation, Jim interviews Jeremiah Broz, a serial entrepreneur, about his journey and experiences in business. They discuss topics such as persistence, hard work, and the importance of being an owner. Jeremiah shares his background in blue-collar work and how it shaped his entrepreneurial mindset. They also talk about the value of knocking on doors, providing excellent service, and the tension to create and provide.

    3 Key Takeaways:

    Persistence, Tenacity, and Continuous Learning: Entrepreneurs need persistence and tenacity to overcome failures. Continuous learning and personal growth are essential for long-term success, requiring constant innovation and rethinking.

    Effective Strategies and Passion for Service: Success involves taking risks, using growth strategies like direct engagement and excellent service, and having a deep desire to create, provide, and serve others.

    Building Assets and Networking: Build assets and residual income for security. Networking with successful individuals offers motivation and insights. Aim for sustainable growth and positive impact while staying curious and passionate.

    Entrepreneurs must be willing to learn continuously, adapt to new challenges, and innovate in all aspects of their business. By taking calculated risks, focusing on effective growth strategies, and maintaining a deep-seated desire to serve others, they can achieve long-term success and create a positive impact.

    Connect with Jeremiah:

    Youtube: www.youtube.com/@energy.advantage

    Website: www.advantageroofingandsolar.com

    Facebook: www.facebook.com/energyadvantageRS

    Instagram: www.instagram.com/energyadvantageroofnsolar

  • 00In this episode, Zach Lemaster shares his journey from being an optometrist to becoming a full-time real estate investor and co-founder of Rent to Retirement. He emphasizes the importance of taking action and not getting stuck in analysis paralysis. Zach explains the concept of turnkey investing and how Rent to Retirement helps investors build their own real estate portfolios in different markets across the country.

    3 Key Takeaways:

    Strategic Market Selection: Zach explains the importance of identifying and investing in the best real estate markets nationwide, emphasizing factors like cash flow potential, appreciation, and overall ROI.

    Turnkey Real Estate Investing: Discover how Rent to Retirement helps investors by providing a fully managed, turnkey solution for acquiring and managing properties, allowing for passive income generation without the usual hassles of property management.

    Actionable Investment Advice: Zach shares practical tips on how to overcome common barriers to entry in real estate investing, such as analysis paralysis and lack of knowledge, urging listeners to take calculated risks and leverage expert guidance.

    Jim and Zach Lemaster deliver a masterclass on building wealth through real estate investment, emphasizing actionable strategies and the importance of a turnkey approach. Their discussion reveals the value of leveraging expert systems to achieve financial independence.

    Visit our website and Youtube channel!

    https://createtailwind.com https://community.createtailwind.com https://youtube.com/@createtailwind182
  • This is the first drop in a new series: Breakaway Success Stories. These are episodes where Jim talks with CreateTailwind clients who have experienced extraordinary success by using infinite banking.

    In this series, we will explore how a person uses their infinite banking system, what lessons were learned along the way, what mistakes to avoid, what worked well, and take us through their own journey so you have real world examples of what a powerful system this can be for you.

    In this conversation, Jim interviews Greg Chaplain, a successful real estate agent and member of CreateTailwind. Greg shares his journey into infinite banking and how it has helped him overcome financial challenges and accumulate wealth.

    3 Key Takeaways:

    Diversified Investment Strategies: Greg explains how he utilized IBC for tax savings, cash-flowing rental properties, and real estate syndications, highlighting the flexibility and benefits of IBC in different investment avenues.

    Overcoming Paradigm Shifts: Greg discusses the initial hesitations and misconceptions about IBC and emphasizes the importance of having a supportive network, such as Create Tailwind, to guide and educate.

    Real-world Applications: Through specific examples, Greg demonstrates how IBC has enabled him to effectively manage and grow his wealth, providing a blueprint for listeners interested in leveraging IBC for financial freedom.

    Connect with Greg:

    Website: www.realestatehometeam.com

    Facebook: www.facebook.com/realestatehometeam

    Instagram: www.instagram.com/realestatehometeam

    Visit our website and Youtube channel!

    https://createtailwind.com https://community.createtailwind.com https://youtube.com/@createtailwind182
  • In this conversation, Jim and Evan Marks discover their common backgrounds and experiences in investing. They explore the importance of coaching and how it can help individuals overcome negative emotions that stand in the way of success. They emphasize the need to acknowledge and address these emotions to make positive behavior changes. They also discuss the role of affirmations and small behavior changes in reprogramming the brain and creating new experiences.

    3 Key Takeaways:

    Mindset and Neuroplasticity: Learn how adopting an opportunistic mindset and leveraging neuroplasticity can reshape your brain and propel you toward success, even in the face of adversity.

    The Role of Gratitude: Discover the tangible benefits of practicing gratitude, as Marks shares his own skepticism-turned belief in the transformative power of gratitude exercises.

    Addressing and Overcoming Trauma: Understand the importance of recognizing and addressing past trauma to unlock potential and achieve a fulfilling life, both personally and professionally.

    Evan's journey from Wall Street to coaching high performers underscores the profound impact of resilience, mindset, and gratitude on both personal and financial success.

    Remember, achieving financial freedom isn't just about numbers—it's about cultivating the right mindset and making conscious choices every day.

    Visit our website and Youtube channel!

    https://createtailwind.com https://community.createtailwind.com https://youtube.com/@createtailwind182
  • In this episode, Jenn and Joe Delle Fave share their journey from working 9-to-5 jobs to becoming full-time real estate investors. They started with one rental property at a time and eventually discovered creative financing as a way to scale their business without relying on traditional bank loans. They explain how they bought properties with little to no money down and negotiated terms with sellers, allowing them to cash flow and receive backend payments.

    3 Key Takeaways:

    Creative Financing Mastery: Jenn and Joe discuss their transition from conventional real estate transactions to using creative financing methods, enabling them to acquire properties without traditional bank loans.

    Financial Independence Strategy: The Delle Fave’s explain how they escaped the constraints of their 9-to-5 jobs through strategic real estate investments, emphasizing the importance of cash flow, zero-interest mortgages, and minimizing out-of-pocket expenses.

    Coaching and Empowerment: Highlighting their success, Jenn and Joe now coach others in real estate investing, offering practical advice and insights on achieving similar financial freedom.

    Listen to Jenn and Joe Delle Fave's inspiring story to understand how you can apply creative financing strategies to transform your financial future.

    Visit our website and Youtube channel!

    https://createtailwind.com https://community.createtailwind.com https://youtube.com/@createtailwind182
  • In this conversation, Jim Oliver interviews Brian Bogert, a coach and speaker known as the 'one-second psychologist' and 'heart surgeon without a blade.' Brian shares his personal story of overcoming adversity and finding his true purpose. He discusses the importance of moving beyond past traumas and limiting beliefs to create a vision for the future.

    3 Key Takeaways:

    Waste to Wealth Methodology: Brian Bogert introduces the Waste to Wealth methodology, comprising five pillars aimed at uncovering and eliminating hidden obstacles within individuals and organizations.

    Transformational Coaching: Brian discusses his unique approach to coaching, emphasizing the importance of raising consciousness and recognizing unconscious patterns that dictate one's life.

    The Power of Choice: Brian received an invaluable lesson from his father about the power of choice. He learned that we all have at least two options in every situation. This insight highlights the importance of taking ownership and making deliberate decisions to create positive change.

    Through Bogert's profound insights and Oliver's insightful questions, this episode provided listeners with actionable strategies to navigate life's challenges, cultivate resilience, and pursue their path to success.

    Visit our website and Youtube channel!

    https://createtailwind.com https://youtube.com/@createtailwind182 https://community.createtailwind.com
  • In this conversation, Jim interviews Chris Johnsen, a business lawyer and entrepreneur. They discuss topics such as trusts, estate planning, patterns of success, and the importance of mindset. Chris shares his journey from being a partner at a big law firm to starting his own businesses.

    3 Key Takeaways:

    Patterns of Success: Johnsen emphasizes the significance of cultivating patterns of success from a young age. He reflects on his upbringing, highlighting the importance of frugality, financial education, and the ability to defer gratification to secure future success.

    Entrepreneurial Journey: Transitioning from a successful career in a prestigious law firm, Johnsen discusses the pivotal moment that led him to start his own businesses. By leveraging virtual platforms and embracing a nationwide approach, he offers legal services tailored to entrepreneurs and businesses across various sectors.

    Estate Planning and Asset Protection: With a focus on the intersection of financial strategies and legal expertise, Johnsen gets into the importance of estate planning and asset protection. He discusses proactive legal measures in safeguarding wealth and navigating complex financial landscapes.

    Chris's law firm exemplifies the modern approach to legal services, emphasizing talent over location. For those seeking legal counsel and financial wisdom, check them out!

  • In this episode, Julie Hawley, founder of The Conscious Investor, shares her journey from being a teacher to becoming a successful real estate investor and coach. She emphasizes the importance of health, mindset, and wealth in achieving true wealth and fulfillment.

    3 Key Takeaways:

    Diversify Investments: Julie advocates for diversifying investment portfolios beyond single-family homes into apartment complexes and assisted living communities, offering greater financial stability and growth potential.

    Prioritize Holistic Wellness: Julie underscores the significance of nurturing health, mindset, and wealth in tandem, recognizing their interconnectedness for achieving a balanced and fulfilling life.

    Embrace Faith and Purpose: Julie's journey highlights the power of faith and purpose in driving personal growth and success. By decoupling outcomes and aligning vertically, individuals can navigate challenges with resilience and conviction.

    To wrap up, Julie Holly shares her journey from education to real estate entrepreneurship, emphasizing the importance of diversifying investments and prioritizing holistic wellness. Her insights into faith, purpose, and the interconnectedness of health, mindset, and wealth offer valuable lessons for listeners seeking financial freedom and personal growth.

  • In this episode, Jim sits with Tiffany Mittal, multifamily owner operator, and founder of Utility Ranger, discussing her journey in the real estate industry and the importance of PropTech. She shares her experience of stumbling into creating a solution for real estate investors with smaller portfolios who want to get a handle on their expenses.

    3 Key Takeaways:

    PropTech Explained: Tiffany discusses PropTech as property technology, simplifying complex real estate solutions into user-friendly platforms.

    Navigating Real Estate Transitions: Delving into her relocation from San Diego to Florida, Tiffany discusses the challenges and opportunities in transitioning multifamily portfolios, particularly in response to changing regulations.

    Innovating Small-Scale Ownership: Embracing a mission to empower small-scale real estate owners, Tiffany outlines Utility Ranger's approach to democratizing access to value-adding utility management, echoing principles of empowerment and level playing fields.

    We invite you to take the insights Jim and Tiffany shared and apply them to your own journey in real estate entrepreneurship.

    With a focus on treating your ventures like true businesses, leveraging utility billing for increased profitability, and ensuring that all investors, regardless of size, have access to the tools they need to succeed, you'll be well-equipped to navigate the complexities of the market.