Breakaway Wealth Podcast

CreateTailwind
  • 5.0 (50)
  • Investing
  • Updated Biweekly

Building wealth isn't just about hustle and grind. Every day, huge deals are being made, businesses and properties are changing hands, and a small group of people are making quantum leaps forward - building wealth faster than most dream possible. To the rest of the world, it looks like they have the Midas Touch. What makes them different? They chose to break AWAY. To build a mindset of abundance. To spot opportunities others overlook. On this podcast, we'll unlock the secrets to breaking out of the herd, thinking BIG and building wealth on our own terms.

  1. 5d ago ·  Video

    Why Comfort Is More Dangerous Than Being Broke with Jim and Nick

    Comfort feels like success until you realize what it may be costing you. Jim Oliver and Nick Kosko dig into one of the most subtle barriers to building wealth, ownership, and a bigger life: getting too comfortable. A steady paycheck. A nice house. The vacations every year. A nice, predictable routine. None of those things are inherently bad but the danger is when comfort starts softening your ambition. It can convince you that "good enough" is … well, good enough.  As Jim puts it: scarcity can make you hungry, but comfort sedates you. Jim and Nick explore how growth often follows uncomfortable seasons, the ways ownership requires deliberately stepping outside what feels safe, and how to identify the areas of your life where comfort may quietly be keeping you from your potential. Because ultimately, you can chase comfort or you can chase freedom—but you can't chase both. Key Takeaways: - Comfort can become an invisible ceiling. When everything feels "fine," it's easy to stop building and start coasting. - Adversity reveals what comfort can hide. Some of the biggest periods of learning and growth begin with situations you would never have chosen. - Discomfort can become your compass. Instead of automatically avoiding what scares you, examine whether that's exactly where you need to grow. - Get obsessed with ownership. Jim describes Infinite Banking as the chassis and asset acquisition as the engine—two pieces working toward greater control and freedom. Audit your comfort zones. Ask yourself:  Where am I being too safe? What am I tolerating? What decision am I avoiding? Are you comfortable or are you free? If you're exploring Infinite Banking but still aren't sure whether it's right for you, we encourage you to start with a conversation. No pressure. No assumption that IBC is automatically the answer. The goal is to understand where you are, what you're trying to accomplish, and whether Infinite Banking belongs in that picture. Book a Free Discovery Call with Dominium Wealth: https://www.dominium-wealth.com/website-form The Comfort Zone Audit: Jim and Nick leave listeners with a practical challenge: Take an honest look at your life and ask: Where am I being too safe? What am I tolerating that I know needs to change? What decision am I avoiding because it's uncomfortable? Where am I coasting instead of building? Then choose one uncomfortable action and take it. Jim and Nick recommend journaling through where you are today, identifying what you love, what you don't love, and where you need to improve—and then having the courage to act on one small thing. Chapters 00:00 The Hidden Cost of Being Comfortable 02:25 How Comfort Keeps People Stuck 04:49 Why Being Comfortable Can Be More Dangerous Than Being Broke 07:13 The Illusion of Success 09:34 Why Growth Requires Risk 12:02 Learning to Get Comfortable Being Uncomfortable 14:28 The Long-Term Cost of Choosing Comfort 16:00 A Playbook for Escaping Your Comfort Zone 16:51 Audit the Decisions You're Avoiding 19:13 Go Straight Into the Buzzsaw 21:41 Stop Cruising Through Life 24:00 The Challenge: Get Honest With Yourself ______________________________ If you're ready to breakaway and start making real wealth, then join our free community.  Get access to new daily content, on-demand courses on how money works and Infinite Banking, a Q&A video library, reading library, worksheets, calculators, and more.   👉www.breakawaywealthcommunity.com 🔗

  2. Sep 1 ·  Video

    What the Wealthy Don't Own - on Purpose | with Jeff Kohler

    Most people think a trust is something you set up for what happens after you die,  but Jeff Kohler sees it differently. In this episode, Jim Oliver and Kyle Reese sit down with Jeff to explore what it actually means to live through a trust, using it as a structure for stewardship, asset management, long-range planning, and family wealth governance. Jeff explains the basic roles inside a trust and why  creating the legal documents is only the beginning. The bigger challenge? Actually operating it. Jeff shares why proper documentation and ongoing governance matter, what many trustees don't realize when they accept the role, and how Trust Office was built to make that responsibility easier to manage. Jim and Kyle connect those ideas back to Infinite Banking, ownership, and Nelson Nash's principle of thinking long range. This isn't simply a conversation about protecting what you've built. It's about becoming a better steward of it. Key Takeaways - A trust can play a role during your lifetime—not only after death. - Creating a trust and properly operating one are two very different things. - Being a trustee comes with real fiduciary responsibilities that many people don't fully understand. - Infinite Banking and trust governance share a similar lesson: owning the tool isn't enough; you need to understand how to operate it. - Long-range wealth building isn't only about accumulation. It's also about intentionally stewarding what you've built for the people and generations that follow. Trust Office Resources: OwnerShift, Trust Governance & Infinite Banking Jeff's company published an article exploring the connection between the OwnerShift philosophy, trust governance, and Infinite Banking: https://trustoffice.app/blog/ownershift-trust-governance-infinite-banking/?utm_source=chatgpt.com Learn More About Jeff Kohler & Trust Office https://trustoffice.app/about You can also find Jeff's LinkedIn through his Trust Office profile above. Jeff mentions additional Trust Office resources for people who want to better understand the trustee role, including a Trustee 101 video course and trustee checklists. Connect With Jeff Kohler: jeff@socialize.video https://socialize.video/ Chapters 00:00 Meet Jeff Kohler 01:23 Why Trusts Aren't Just About What Happens When You Die 05:15 What Is a Trust, Really? 06:53 Creating a Trust vs. Actually Living Through It 08:31 Ownership, Control & Asset Protection 11:25 Trusts as a Long-Range Stewardship Strategy 15:17 Why Documentation Matters 20:44 The Problem Trust Office Was Built to Solve 24:18 Trust Governance & Self-Governance 25:40 Inside Trust Office 28:10 Trustee Minutes & Documenting Decisions 30:04 Managing Assets Inside a Trust 33:04 Does Trust Office Create Your Trust? 38:44 Learning to Become a Better Trustee 43:07 Jeff's Best Advice 44:16 The Book That Changed Jeff's Thinking ______________________________ If you're ready to breakaway and start making real wealth, then join our free community.  Get access to new daily content, on-demand courses on how money works and Infinite Banking, a Q&A video library, reading library, worksheets, calculators, and more.   👉www.breakawaywealthcommunity.com 🔗

  3. Aug 25 ·  Video

    Did They Teach You How to Use Your IBC Policy? (With Jim and Kyle)

    Buying an Infinite Banking policy is the easy part - knowing how to use it is where it gets real. Jim Oliver and Kyle Reese tackle a problem they see repeatedly: people investing real money in IBC policies, only to realize they were never taught what to do next. The conversation moves past illustrations, cash value, and policy mechanics and into the lived experience and what's important: developing the knowledge and confidence to actually take control of the banking function in your life. A well-designed policy has value, but the person operating the system ultimately determines what they can build with it. Key Takeaways - IBC is a concept and a process, not simply an insurance policy. - Knowing how to use the system matters more than the system itself.  - Learn from practitioners who actually implement the strategies they teach. - Education builds the confidence required to take control of your capital. Think long-range. Building a banking system is a long-term practice, not a quick financial transaction. Want to Learn the IBC "Swing"? Jim and Kyle are offering listeners a copy of Becoming Your Own Banker by R. Nelson Nash to people who are willing to read it and have a conversation afterward about what it means and how the concepts could apply to their situation. Sign-up link for the book: https://book.createtailwind.com/home Already have a policy but aren't sure how to use it? Considering IBC but still have questions? Talk with the Dominium Wealth team about where you are, what you're trying to accomplish, and whether the strategy makes sense for you. Book a Free Discovery Call: https://www.dominium-wealth.com/website-form Contact Jim Oliver: jimoliver@dominium-wealth.com Contact Kyle Reese: kylereese@dominium-wealth.com Chapters 00:00 The Problem With Policy-First IBC 05:03 Why Some People Build Wealth With IBC—and Others Don't 08:02 Serving People vs. Selling Policies 12:48 What Inexperienced IBC Practitioners Get Wrong 20:19 Do You Really Want Financial Freedom? 25:56 Why IBC Requires Long-Term Thinking 28:48 Tiger Woods' Clubs or Tiger Woods' Swing? 30:13 How to Start Learning IBC the Right Way 32:11 Book Recommendation: Second Chance ______________________________ If you're ready to breakaway and start making real wealth, then join our free community.  Get access to new daily content, on-demand courses on how money works and Infinite Banking, a Q&A video library, reading library, worksheets, calculators, and more.   👉www.breakawaywealthcommunity.com 🔗

  4. Aug 18 ·  Video

    How Wealthy Couples Think About Money Differently with Jim and Roni

    Money works differently when a husband and wife understand the strategy together. In this episode, Jim and Roni Oliver have a personal conversation about money, marriage, ownership, and the financial lessons they've learned along the way. They talk about moving beyond the traditional retirement mindset, continuing to build assets throughout life, and creating wealth that can keep working for their children and future generations. Roni also shares how quickly her perspective on money has changed since meeting Jim and why being teachable matters. The conversation gets into trust, keeping your word, having difficult conversations, and why both spouses need to understand and participate in the family's financial decisions. Key Takeaways - Build assets with the intention of continuing to grow, rather than planning around eventually drawing everything down. - Both spouses should understand and participate in the family's financial strategy. - Being teachable can completely change the trajectory of your financial life. - Trust, commitment, and communication matter just as much in money as they do in marriage. - Knowledge alone isn't enough; understanding what to do with it is where coaching and action matter. Resources: Course It's Just Math — A deeper look at the numbers and principles behind the wealth-building strategies discussed in the episode. Access It's Just Math Course below: https://www.breakawaywealthcommunity.com/c/it-s-just-math Books Discussed: Crucial Conversations: Tools for Talking When Stakes Are High by Kerry Patterson, Joseph Grenny, Ron McMillan, and Al Switzler Elephant in the Room: Moving from Tough Conversations to Healthy Communication by Dr. Mike Bechtle Chapters: 00:00 Rethinking Money as a Couple 16:05 Building Wealth That Never Has to Come Back Down 20:00 Breaking Away From the Traditional 401(k) Path 23:00 Advice That Shapes How You Live and Handle Money 31:00 Trust, Commitment & Communication 39:00 The Power of Reading and Staying Teachable 49:00 How to Have Crucial Conversations About Money 57:00 Why Both Spouses Need to Understand the Money ______________________________ If you're ready to breakaway and start making real wealth, then join our free community.  Get access to new daily content, on-demand courses on how money works and Infinite Banking, a Q&A video library, reading library, worksheets, calculators, and more.   👉www.breakawaywealthcommunity.com 🔗

  5. Aug 11 ·  Video

    One Podcast Changed How This Rancher Builds Wealth with Kyle and Johnny Nino

    Six months can change the direction of your financial life when you stop waiting and start acting. Guest host Kyle Reese sits down with California rancher Johnny Nino to unpack what happened after Johnny first discovered Infinite Banking. One podcast episode led to a conversation with the Dominium Wealth team, and from there, Johnny began rethinking how his family handles capital, taxes, investing, and the future of their ranch. Johnny shares how taking over more of the ranch's finances and facing a tax bill he considered unacceptable sent him searching for a better way to make their dollars more efficient. That search eventually expanded beyond the ranch to encompass a family banking system, real estate, oil and gas, and a broader strategy centered on ownership and freedom. It's a firsthand look at what can happen when education turns into action. Key Takeaways: - One financial problem can become the catalyst for rethinking how to use capital. - Infinite Banking gave Johnny a framework for looking beyond the ranch and into other assets and opportunities. - Growth has a cost when it requires more of your time, energy, and attention. - Building passive streams of wealth can create room to grow financially without continually expanding your workload. - Confidence comes from taking action, learning, and surrounding yourself with the right people. Chapters: 00:00 Johnny Nino's Infinite Banking Journey 08:59 The Podcast That Changed Everything 09:29 The Tax Bill That Triggered a Financial Shift 13:40 Thinking Beyond the Banking Policy 17:13 Expanding the Family Banking System 21:02 Choosing Freedom Over Endless Growth 25:42 Stop Waiting and Take Action ______________________________ If you're ready to breakaway and start making real wealth, then join our free community.  Get access to new daily content, on-demand courses on how money works and Infinite Banking, a Q&A video library, reading library, worksheets, calculators, and more.   👉www.breakawaywealthcommunity.com 🔗

  6. Aug 5 ·  Video

    The 10 Money Beliefs Keeping You Broke with Jim and Nick

    Your future is shaped long before you ever see the results. In this episode, Jim Oliver and Nick Kosko unpack the hidden beliefs that control your financial decisions, your confidence, and ultimately your ability to build wealth. They explore why vision matters, how limiting beliefs are formed, and the practical process for replacing them with empowering beliefs that lead to lasting change. If you've ever felt stuck, uncertain about your next move, or caught in the same financial patterns year after year, this conversation will challenge you to rethink what you believe and what becomes possible when you do. Key Takeaways - The limiting beliefs that subversively sabotage wealth creation - The questions wealthy people ask  - A simple framework for building powerful beliefs  - The power and use of curiosity to make better decisions. - Why your vision determines the direction of your financial future Chapters 00:00 Why Your Vision Determines Your Future 03:18 10 Limiting Beliefs That Keep People Broke 15:25 A Step-by-Step Process to Change Your Mindset 23:04 Small Actions Create Massive Momentum 31:20 The Question That Changes Everything 34:18 Why Curiosity Fuels Growth 41:18 Building a Vision Worth Pursuing ______________________________ If you're ready to breakaway and start making real wealth, then join our free community.  Get access to new daily content, on-demand courses on how money works and Infinite Banking, a Q&A video library, reading library, worksheets, calculators, and more.   👉www.breakawaywealthcommunity.com 🔗

  7. Jul 28 ·  Video

    The Money Cheat Codes They Never Taught You with Jim Oliver

    In this solo episode, Jim Oliver breaks down the "money cheat codes" that wealthy families, banks, and business owners understand. From why control matters more than chasing returns to the hidden cost of lifetime interest payments, Jim explains how changing the way you think about money can completely change the way you build wealth. If you've ever wondered why traditional financial advice feels like you're running in place, this episode challenges you to stop following the script and start thinking like an owner. Key Takeaways: - Why control over your capital matters more than chasing higher returns. - The hidden cost of lifetime interest payments—and how to stop the leak. - How uninterrupted compounding creates long-term financial leverage. - Why monthly cash flow is a better measure of wealth than net worth. - How the "reservoir and engine" strategy helps put your money to work more than once. "Return is a number on a statement. Control is what shows up in your life."  - Jim Oliver Chapters 00:00 The Financial Script You've Been Given 02:25 Cheat Code #1: Control Beats Returns 04:53 Cheat Code #2: Volume of Interest vs. Rate of Interest 06:48 Cheat Code #3: Uninterrupted Compounding 07:57 Cheat Code #4: Cash Flow Is the Real Scoreboard 09:42 The Reservoir & Engine Wealth System 14:34 Common Objections to Infinite Banking 16:08 Your Wealth-Building Assignment ______________________________ If you're ready to breakaway and start making real wealth, then join our free community.  Get access to new daily content, on-demand courses on how money works and Infinite Banking, a Q&A video library, reading library, worksheets, calculators, and more.   👉www.breakawaywealthcommunity.com 🔗

  8. Jul 21 ·  Video

    How Ordinary Investors Build Billion-Dollar Real Estate Portfolios with Brent Sprenkle

    Building wealth through real estate isn't about finding the perfect deal—it's about building a repeatable system. In this episode, Jim Oliver sits down with commercial real estate broker and author Brent Sprenkle to discuss the principles behind creating a billion-dollar real estate portfolio. Drawing from decades of experience and stories from investors who have built extraordinary wealth, Brent explains why getting started matters more than getting everything perfect. They explore how successful investors use leverage, equity, partnerships, and long-term thinking to grow from a single property into substantial portfolios. Whether you're buying your first rental or looking to scale, this conversation offers practical insights that stand the test of time. Key Takeaways - Start with one property and let experience guide your next move. - Wealth grows by reinvesting equity instead of spending it. - Great investors build relationships before they raise capital. - Real estate rewards patience, consistency, and disciplined execution. - Communication skills can be just as valuable as investment knowledge. Chapters 00:00 From Engineer to Real Estate Broker 04:28 The Stories Behind Billion-Dollar Portfolios 12:24 Choosing Your First Investment Property 17:12 How Investors Scale With Equity & Partnerships 28:34 The One Book Every Investor Should Read 31:58 The Best Advice for Building Wealth ______________________________ If you're ready to breakaway and start making real wealth, then join our free community.  Get access to new daily content, on-demand courses on how money works and Infinite Banking, a Q&A video library, reading library, worksheets, calculators, and more.   👉www.breakawaywealthcommunity.com 🔗

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5
out of 5
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About

Building wealth isn't just about hustle and grind. Every day, huge deals are being made, businesses and properties are changing hands, and a small group of people are making quantum leaps forward - building wealth faster than most dream possible. To the rest of the world, it looks like they have the Midas Touch. What makes them different? They chose to break AWAY. To build a mindset of abundance. To spot opportunities others overlook. On this podcast, we'll unlock the secrets to breaking out of the herd, thinking BIG and building wealth on our own terms.

Information

  • Creator
    CreateTailwind
  • Years Active
    2018 - 2026
  • Episodes
    200
  • Rating
    Clean
  • Copyright
    ©2020 CreateTailwind. All Rights Reserved.
  • Show Website
    Breakaway Wealth Podcast