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Welcome to the Cash Value Solutions Podcast, where we shed light on little known money truths and teach you how to become your own banker. Our show focuses on financial education surrounding the Infinite Banking Concept. This is a cashflow management system that allows you to use your capital more efficiently and create a financial tailwind in your life.
Episodes
Monday Jun 21, 2021
56: The Cons of Whole Life Insurance
Monday Jun 21, 2021
Monday Jun 21, 2021
Jason and Kyle discuss the top cons of whole life insurance.
- Unavoidable upfront loss of liquidity
- Insurability limits
- Interest from policy loans goes to the insurance company
- Possible tax consequences
- Higher cost for death benefit
- The “black box”
For more information:
Visit our website: www.cashvaluesolutions.com
Schedule an IBC Discovery Call: https://calendly.com/cvsol
Like our Facebook Page: https://www.facebook.com/Cash-Value-Solutions-106402764460189
Follow Kyle on Twitter: @KyleMans
Connect with Jason on LinkedIn: Jason Pohlmeier
Watch us on YouTube: https://www.youtube.com/channel/UCoogEEuTFvE4aWk7vB8dDFA
Submit questions to: kyle@cashvaluesolutions.com or jason@cashvaluesolutions.com
Get Becoming Your Own Banker: https://infinitebanking.org/product/becoming-your-own-banker/ref/44/
Get Farming Without the Bank: https://bs352.isrefer.com/go/wtb/kmans/
Monday Jun 14, 2021
55: Money Mindset
Monday Jun 14, 2021
Monday Jun 14, 2021
Jason and Kyle discuss their money mindset.
- Money/wealth is not evil on its own
- It’s hard to accumulate capital with a negative mindset towards money
- Rethink your thinking!
For more information:
Visit our website: www.cashvaluesolutions.com
Schedule an IBC Discovery Call: https://calendly.com/cvsol
Like our Facebook Page: https://www.facebook.com/Cash-Value-Solutions-106402764460189
Follow Kyle on Twitter: @KyleMans
Connect with Jason on LinkedIn: Jason Pohlmeier
Watch us on YouTube: https://www.youtube.com/channel/UCoogEEuTFvE4aWk7vB8dDFA
Submit questions to: kyle@cashvaluesolutions.com or jason@cashvaluesolutions.com
Get Becoming Your Own Banker: https://infinitebanking.org/product/becoming-your-own-banker/ref/44/
Get Farming Without the Bank: https://bs352.isrefer.com/go/wtb/kmans/
Monday Jun 07, 2021
54: Extra Interest Explained
Monday Jun 07, 2021
Monday Jun 07, 2021
Jason and Kyle discuss what exactly paying extra interest is.
- Extra interest is not magic
- Paying extra interest is not required to practice IBC
- Paying extra interest can be a good way to grow into a bigger policy
For more information:
Visit our website: www.cashvaluesolutions.com
Schedule an IBC Discovery Call: https://calendly.com/cvsol
Like our Facebook Page: https://www.facebook.com/Cash-Value-Solutions-106402764460189
Follow Kyle on Twitter: @KyleMans
Connect with Jason on LinkedIn: Jason Pohlmeier
Watch us on YouTube: https://www.youtube.com/channel/UCoogEEuTFvE4aWk7vB8dDFA
Submit questions to: kyle@cashvaluesolutions.com or jason@cashvaluesolutions.com
Get Becoming Your Own Banker: https://infinitebanking.org/product/becoming-your-own-banker/ref/44/
Get Farming Without the Bank: https://bs352.isrefer.com/go/wtb/kmans/
Monday May 31, 2021
53: Policy Design According to Your Goals
Monday May 31, 2021
Monday May 31, 2021
Jason and Kyle discuss policy design specific to your goals and go over and illustration for an example.
- Life insurance is not a one size fits all product
- You need to be sure that the agent you’re working with understands your goals and has your best interests in mind
- You need to be in the driver’s seat and not blindly listen to whatever “advice” you are given
For more information:
Visit our website: www.cashvaluesolutions.com
Schedule an IBC Discovery Call: https://calendly.com/cvsol
Like our Facebook Page: https://www.facebook.com/Cash-Value-Solutions-106402764460189
Follow Kyle on Twitter: @KyleMans
Connect with Jason on LinkedIn: Jason Pohlmeier
Watch us on YouTube: https://www.youtube.com/channel/UCoogEEuTFvE4aWk7vB8dDFA
Submit questions to: kyle@cashvaluesolutions.com or jason@cashvaluesolutions.com
Get Becoming Your Own Banker: https://infinitebanking.org/product/becoming-your-own-banker/ref/44/
Get Farming Without the Bank: https://bs352.isrefer.com/go/wtb/kmans/
Monday May 24, 2021
52: Generational Wealth Planning
Monday May 24, 2021
Monday May 24, 2021
Jason and Kyle discuss a powerful way to transition the farm or any business to the next generation.
- You should consider insuring business partner
- You can plan your business transition while also financing it at the same time
- Teaching this to the following generations will have a huge impact on keeping generational wealth in the family
For more information:
Visit our website: www.cashvaluesolutions.com
Schedule an IBC Discovery Call: https://calendly.com/cvsol
Like our Facebook Page: https://www.facebook.com/Cash-Value-Solutions-106402764460189
Follow Kyle on Twitter: @KyleMans
Connect with Jason on LinkedIn: Jason Pohlmeier
Watch us on YouTube: https://www.youtube.com/channel/UCoogEEuTFvE4aWk7vB8dDFA
Submit questions to: kyle@cashvaluesolutions.com or jason@cashvaluesolutions.com
Get Becoming Your Own Banker: https://infinitebanking.org/product/becoming-your-own-banker/ref/44/
Get Farming Without the Bank: https://bs352.isrefer.com/go/wtb/kmans/
Monday May 17, 2021
51: Old Policy Review
Monday May 17, 2021
Monday May 17, 2021
Jason and Kyle review policy performance from a policy put in force in 1966.
- Policy rate of return
- Policy structure
- This shows how powerful whole life insurance is over your lifetime
For more information:
Visit our website: www.cashvaluesolutions.com
Schedule an IBC Discovery Call: https://calendly.com/cvsol
Like our Facebook Page: https://www.facebook.com/Cash-Value-Solutions-106402764460189
Follow Kyle on Twitter: @KyleMans
Connect with Jason on LinkedIn: Jason Pohlmeier
Watch us on YouTube: https://www.youtube.com/channel/UCoogEEuTFvE4aWk7vB8dDFA
Submit questions to: kyle@cashvaluesolutions.com or jason@cashvaluesolutions.com
Get Becoming Your Own Banker: https://infinitebanking.org/product/becoming-your-own-banker/ref/44/
Get Farming Without the Bank: https://bs352.isrefer.com/go/wtb/kmans/
Monday May 10, 2021
50: Using Other People's Money (OPM)
Monday May 10, 2021
Monday May 10, 2021
Jason and Kyle talk about the idea of using other people’s money (OPM) and how advantageous it can be.
- Debt is not inherently bad
- All debt is not the same
- How can it make sense to take 30+ year loans?
- The benefit of paying other people interest for access to their capital
For more information:
Visit our website: www.cashvaluesolutions.com
Schedule an IBC Discovery Call: https://calendly.com/cvsol
Like our Facebook Page: https://www.facebook.com/Cash-Value-Solutions-106402764460189
Follow Kyle on Twitter: @KyleMans
Connect with Jason on LinkedIn: Jason Pohlmeier
Watch us on YouTube: https://www.youtube.com/channel/UCoogEEuTFvE4aWk7vB8dDFA
Submit questions to: kyle@cashvaluesolutions.com or jason@cashvaluesolutions.com
Get Becoming Your Own Banker: https://infinitebanking.org/product/becoming-your-own-banker/ref/44/
Get Farming Without the Bank: https://bs352.isrefer.com/go/wtb/kmans/
Monday May 03, 2021
49: 5 Rules for Infinite Banking
Monday May 03, 2021
Monday May 03, 2021
Jason and Kyle walk through Nelson Nash’s 5 Rules for Infinite Banking
- Think Long Range
- Don’t be afraid to capitalize
- Don’t steal from your system
- Don’t do business with banks
- Rethink your thinking
For more information:
Visit our website: www.cashvaluesolutions.com
Schedule an IBC Discovery Call: https://calendly.com/cvsol
Like our Facebook Page: https://www.facebook.com/Cash-Value-Solutions-106402764460189
Follow Kyle on Twitter: @KyleMans
Connect with Jason on LinkedIn: Jason Pohlmeier
Watch us on YouTube: https://www.youtube.com/channel/UCoogEEuTFvE4aWk7vB8dDFA
Submit questions to: kyle@cashvaluesolutions.com or jason@cashvaluesolutions.com
Get Becoming Your Own Banker: https://infinitebanking.org/product/becoming-your-own-banker/ref/44/
Get Farming Without the Bank: https://bs352.isrefer.com/go/wtb/kmans/
Monday Apr 26, 2021
48: The Big Picture with Infinite Banking
Monday Apr 26, 2021
Monday Apr 26, 2021
Jason and Kyle discuss the big picture of Infinite Banking.
- You should focus on the process over the product
- The process allows you to take advantage of opportunities that come to you throughout life
- The policy itself will not make you wealthy
- Having access to capital is the most powerful financial tool you can have
For more information:
Visit our website: www.cashvaluesolutions.com
Schedule an IBC Discovery Call: https://calendly.com/cvsol
Like our Facebook Page: https://www.facebook.com/Cash-Value-Solutions-106402764460189
Follow Kyle on Twitter: @KyleMans
Connect with Jason on LinkedIn: Jason Pohlmeier
Watch us on YouTube: https://www.youtube.com/channel/UCoogEEuTFvE4aWk7vB8dDFA
Submit questions to: kyle@cashvaluesolutions.com or jason@cashvaluesolutions.com
Get Becoming Your Own Banker: https://infinitebanking.org/product/becoming-your-own-banker/ref/44/
Get Farming Without the Bank: https://bs352.isrefer.com/go/wtb/kmans/
Monday Apr 19, 2021
47: Frequently Asked Questions Part 2
Monday Apr 19, 2021
Monday Apr 19, 2021
Jason and Kyle continue their frequently asked questions series with part 2.
- How many years do I need to have a policy before taking a loan?
- How much of initial premium do I have access to right away?
- Does cash value only go up or can it go down?
- Do you have to take policy loans to earn interest?
- What is the dividend?
For more information:
Visit our website: www.cashvaluesolutions.com
Schedule an IBC Discovery Call: https://calendly.com/cvsol
Like our Facebook Page: https://www.facebook.com/Cash-Value-Solutions-106402764460189
Follow Kyle on Twitter: @KyleMans
Connect with Jason on LinkedIn: Jason Pohlmeier
Watch us on YouTube: https://www.youtube.com/channel/UCoogEEuTFvE4aWk7vB8dDFA
Submit questions to: kyle@cashvaluesolutions.com or jason@cashvaluesolutions.com
Get Becoming Your Own Banker: https://infinitebanking.org/product/becoming-your-own-banker/ref/44/
Get Farming Without the Bank: https://bs352.isrefer.com/go/wtb/kmans/