Breakaway Wealth Podcast CreateTailwind

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.