Wealth Warehouse

The IBC Guys via Podcast Principles
  • 4.9 (117)
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  • UPDATED WEEKLY
Wealth Warehouse

On Wealth Warehouse, we challenge you to transform your financial future through the principles of the most profitable business in the world: banking. We believe everybody should be involved in 2 businesses: the business that you're in, and the banking business. Every day people can replicate what bankers have been doing for centuries to leverage capital and build wealth through private lending. Join us as we uncover the truths about money, expose lies and myths, and flip conventional financial advice on its head.

  1. 1D AGO

    Episode 163: Infinite Banking: Policy Loans - March 2025 Live Webinar Replay

    In this week’s special episode, Dave and Paul share their most recent webinar! In this one-hour discussion, the fellas focused on the larger topic of policy loans but also fielded questions about MECs, synchronizing payments, policy management and much more! In addition to getting exposed to some other IBC users, you’ll also get to hear from them and why they like policy loans – and what they’re doing to create (or upgrade) their own banking system. Episode Highlights: 0:00 - Intro 3:15 - Policy loans 8:34 - What is a policy loan? 18:13 - (To Will) “Why take a policy loan and not a bank loan?” 19:44 - (To David) “Why take a policy loan and not a bank loan?” 23:19 - Listener question about MECs 28:42 - When PUA needs to be paid (during policy initiation) 31:01 - Follow-up on the PUA question 32:20 - Some other reasons Dave likes policy loans 35:18 - You can use policy loans for any purpose 37:27 - There’s value to having cash 43:09 - “There isn’t better leverage available” 44:56 - HELOC question ABOUT YOUR HOSTS: David Befort and Paul Fugere are the hosts of the Wealth Warehouse Podcast. David is the Founder/CEO of Max Performance Financial. He founded the company with the mission of educating people on the truths about money.   David's mission is to show you how you can control your own money, earn guarantees, grow it tax-free, and maintain penalty-free access to it to leverage for opportunities that will provide passive income for the rest of your life.   Paul, on the other hand, is an Active Duty U.S. Army officer who graduated from Norwich University in 2002 with a B.A. in History and again in 2012 with a MA in Diplomacy and International Terrorism. Paul met his wife Tammy at Norwich.   As a family, they enjoy boating, traveling, sports, hunting, automobiles, and are self-proclaimed food people. Visit our website:  https://www.thewealthwarehousepodcast.com/   Catch up with David and Paul, visit the links below!   Website:    https://infinitebanking.org/agents/Fugere494   https://infinitebanking.org/agents/Befort399   LinkedIn:   https://www.linkedin.com/in/david-a-befort-jr-09663972/   https://www.linkedin.com/in/paul-fugere-762021b0/   Email:   davidandpaul@theibcguys.com

    57 min

  2. MAR 17

    Episode 162: Infinite Banking: The Advantages of Getting Policies on Your Kids

    IBC is in the best position to thrive when it’s started early. In this week’s episode, Dave and Paul discuss juvenile policies – how to properly set them up and what you should watch out for – or avoid. More importantly, is the “why” for juvenile policies. What are the specific benefits that you and the next generation can gain? You’ll also get to hear about how this can be a surefire way to ensure your children (and their children) will be millionaires – and how to properly handle that great responsibility.  Episode Highlights: 0:00 - Catching up 1:54 - Juvenile policies (opener) 2:21 - Why? 5:00 - Underwriting problems are minimized 7:53 - Typical premium for juvenile policies 8:51 - The tax-free build-up over time 13:18 - The generation paying the premiums.. 15:03 - When death benefit occurs.. 17:03 - Procludes any need for social security 19:25 - Estate planning is greatly simplified 23:21 - “Wealth mentality” 26:04 - Promotes the understanding of stewardship 32:24 - OPAI ABOUT YOUR HOSTS: David Befort and Paul Fugere are the hosts of the Wealth Warehouse Podcast. David is the Founder/CEO of Max Performance Financial. He founded the company with the mission of educating people on the truths about money.   David's mission is to show you how you can control your own money, earn guarantees, grow it tax-free, and maintain penalty-free access to it to leverage for opportunities that will provide passive income for the rest of your life.   Paul, on the other hand, is an Active Duty U.S. Army officer who graduated from Norwich University in 2002 with a B.A. in History and again in 2012 with a MA in Diplomacy and International Terrorism. Paul met his wife Tammy at Norwich.   As a family, they enjoy boating, traveling, sports, hunting, automobiles, and are self-proclaimed food people. Visit our website:  https://www.thewealthwarehousepodcast.com/   Catch up with David and Paul, visit the links below!   Website:    https://infinitebanking.org/agents/Fugere494   https://infinitebanking.org/agents/Befort399   LinkedIn:   https://www.linkedin.com/in/david-a-befort-jr-09663972/   https://www.linkedin.com/in/paul-fugere-762021b0/   Email:   davidandpaul@theibcguys.com

    39 min

  3. MAR 10

    Episode 161: Infinite Banking: What's So Great About the Infinite Banking Concept?

    "Register here for the upcoming Wealth Warehouse Webinar on March 13th at 5pm CST:  https://us06web.zoom.us/meeting/register/vbmPK1YvQQObamAXPUle2Q#/registration Becoming Your Own Banker by Nelson Nash:  https://infinitebanking.org/product/becoming-your-own-banker/ref/46/ Visit our website:  https://www.thewealthwarehousepodcast.com/ With so much focus on the details, it can be easy to lose sight of the major “why” for Infinite Banking. In this week’s episode, Dave and Paul share what they really enjoy about Infinite Banking – and what really makes it work for them. From peace of mind in case of emergencies or the unexpected, to the process itself and the features (and opportunities!) you have access to when you’re your own banker. Episode Highlights: 0:00 - Introduction 1:39 - Episode beginning 6:02 - How Paul starting planning for retirement 8:02 - “Why would I want to do this?” 11:15 - The policy loan feature 16:24 - “It gives you a license to spend” 17:25 - If you have a paid off house in retirement 21:13 - This only enhances what you’re doing 25:22 - What IBC does for business owners 28:22 - Episode wrap-up ABOUT YOUR HOSTS: David Befort and Paul Fugere are the hosts of the Wealth Warehouse Podcast. David is the Founder/CEO of Max Performance Financial. He founded the company with the mission of educating people on the truths about money.   David's mission is to show you how you can control your own money, earn guarantees, grow it tax-free, and maintain penalty-free access to it to leverage for opportunities that will provide passive income for the rest of your life.   Paul, on the other hand, is an Active Duty U.S. Army officer who graduated from Norwich University in 2002 with a B.A. in History and again in 2012 with a MA in Diplomacy and International Terrorism. Paul met his wife Tammy at Norwich.   As a family, they enjoy boating, traveling, sports, hunting, automobiles, and are self-proclaimed food people. Visit our website:  https://www.thewealthwarehousepodcast.com/   Catch up with David and Paul, visit the links below!   Website:    https://infinitebanking.org/agents/Fugere494   https://infinitebanking.org/agents/Befort399   LinkedIn:   https://www.linkedin.com/in/david-a-befort-jr-09663972/   https://www.linkedin.com/in/paul-fugere-762021b0/   Email:   davidandpaul@theibcguys.com

    30 min

  4. MAR 3

    Episode 160: Infinite Banking: Why Paying Off Your Mortgage Could Be A Really Bad Idea

    "Register here for the upcoming Wealth Warehouse Webinar on March 13th at 5pm CST:  https://us06web.zoom.us/meeting/register/vbmPK1YvQQObamAXPUle2Q#/registration Becoming Your Own Banker by Nelson Nash:  https://infinitebanking.org/product/becoming-your-own-banker/ref/46/ Visit our website:  https://www.thewealthwarehousepodcast.com/ In this week’s episode, Dave and Paul examine a box that most people always want to check: paying off their house. The reality is, prioritizing these payments could be a big mistake – and Paul shares a real-life story that details just how it can happen. Episode Highlights: (0:00) - Introduction (0:54) - Episode beginning (4:43) - Processing the IBC process (5:47) - A liquidity story (8:43) - Mistake #1 (10:08) - “Cash is king” (15:05) - Not all loans are created equal (20:42) - It’s all about the way you think (24:22) - The future is unknown (25:50) - Episode wrap-up ABOUT YOUR HOSTS: David Befort and Paul Fugere are the hosts of the Wealth Warehouse Podcast. David is the Founder/CEO of Max Performance Financial. He founded the company with the mission of educating people on the truths about money.   David's mission is to show you how you can control your own money, earn guarantees, grow it tax-free, and maintain penalty-free access to it to leverage for opportunities that will provide passive income for the rest of your life.   Paul, on the other hand, is an Active Duty U.S. Army officer who graduated from Norwich University in 2002 with a B.A. in History and again in 2012 with a MA in Diplomacy and International Terrorism. Paul met his wife Tammy at Norwich.   As a family, they enjoy boating, traveling, sports, hunting, automobiles, and are self-proclaimed food people. Visit our website:  https://www.thewealthwarehousepodcast.com/   Catch up with David and Paul, visit the links below!   Website:    https://infinitebanking.org/agents/Fugere494   https://infinitebanking.org/agents/Befort399   LinkedIn:   https://www.linkedin.com/in/david-a-befort-jr-09663972/   https://www.linkedin.com/in/paul-fugere-762021b0/   Email:   davidandpaul@theibcguys.com

    26 min

  5. FEB 24

    Episode 159: Infinite Banking: Replay of the Live Wealth Warehouse Webinar Q&A

    "Register here for the upcoming Wealth Warehouse Webinar on March 13th at 5pm CST:  https://us06web.zoom.us/meeting/register/vbmPK1YvQQObamAXPUle2Q#/registration Becoming Your Own Banker by Nelson Nash:  https://infinitebanking.org/product/becoming-your-own-banker/ref/46/ Visit our website:  https://www.thewealthwarehousepodcast.com/ In this week’s episode – you get a special sneak-peek into a Wealth Warehouse webinar hosted by Dave and Paul! The guys field questions from IBC practitioners and prospects alike. From how both Dave and Paul first got involved in IBC, to “how is income verified?”, youth whole-life policies, expanding your system – and much more! This is a great episode for newcomers to the podcast and Infinite Banking alike! Episode Highlights: 0:00 - Introduction 1:04 - Episode beginning 2:27 - Start of the webinar 5:14 - “Why did you get involved with IBC?” 9:55 - Your money needs to reside somewhere 10:45 - Financing, investing and opportunities 15:47 - “How is income verified?” 19:13 - Term conversion process 20:58 - Youth whole-life policies 30:09 - Balancing income and premium 36:23 - Converting an existing policy into an IBC policy 38:19 - Converting term insurance 40:21 - Expanding your system 41:37 - IBC design vs. traditional whole-life policies 44:00 - LPUA vs. FPUA 45:36 - Age isn’t a factor 51:45 - Better to start with smaller policies or one big one? 56:37 - Episode wrap-up ABOUT YOUR HOSTS: David Befort and Paul Fugere are the hosts of the Wealth Warehouse Podcast. David is the Founder/CEO of Max Performance Financial. He founded the company with the mission of educating people on the truths about money.   David's mission is to show you how you can control your own money, earn guarantees, grow it tax-free, and maintain penalty-free access to it to leverage for opportunities that will provide passive income for the rest of your life.   Paul, on the other hand, is an Active Duty U.S. Army officer who graduated from Norwich University in 2002 with a B.A. in History and again in 2012 with a MA in Diplomacy and International Terrorism. Paul met his wife Tammy at Norwich.   As a family, they enjoy boating, traveling, sports, hunting, automobiles, and are self-proclaimed food people. Visit our website:  https://www.thewealthwarehousepodcast.com/   Catch up with David and Paul, visit the links below!   Website:    https://infinitebanking.org/agents/Fugere494   https://infinitebanking.org/agents/Befort399   LinkedIn:   https://www.linkedin.com/in/david-a-befort-jr-09663972/   https://www.linkedin.com/in/paul-fugere-762021b0/   Email:   davidandpaul@theibcguys.com

    57 min

  6. FEB 17

    Episode 158: Infinite Banking: 7 Points That Must Be Considered (Part II)

    Becoming Your Own Banker by Nelson Nash:  https://infinitebanking.org/product/becoming-your-own-banker/ref/46/ Visit our website:  https://www.thewealthwarehousepodcast.com/ Before you begin your own banking system. Before you achieve financial freedom and establish a legacy for your family.. You need to read “Becoming Your Own Banker” by Nelson Nash. Just like you, the fellas are busy – so they understand why people may only take a quick glance at IBC. Not to mention, it can take some time for it to “sink in”. In this week’s follow-up episode, the guys are continuing their speedrun of the IBC process with Nelson Nash’s ‘7 Points to Consider’. Episode Highlights: 0:00 - Introduction 0:46 - The government “creating” a problem 4:09 - Your POV on ‘the system’ 8:01 - “Wealth has to reside somewhere” 17:17 - “You finance everything you buy” 22:25 - “Your need for finance..” 26:22 - Episode wrap-up ABOUT YOUR HOSTS: David Befort and Paul Fugere are the hosts of the Wealth Warehouse Podcast. David is the Founder/CEO of Max Performance Financial. He founded the company with the mission of educating people on the truths about money.   David's mission is to show you how you can control your own money, earn guarantees, grow it tax-free, and maintain penalty-free access to it to leverage for opportunities that will provide passive income for the rest of your life.   Paul, on the other hand, is an Active Duty U.S. Army officer who graduated from Norwich University in 2002 with a B.A. in History and again in 2012 with a MA in Diplomacy and International Terrorism. Paul met his wife Tammy at Norwich.   As a family, they enjoy boating, traveling, sports, hunting, automobiles, and are self-proclaimed food people. Visit our website:  https://www.thewealthwarehousepodcast.com/   Catch up with David and Paul, visit the links below!   Website:    https://infinitebanking.org/agents/Fugere494   https://infinitebanking.org/agents/Befort399   LinkedIn:   https://www.linkedin.com/in/david-a-befort-jr-09663972/   https://www.linkedin.com/in/paul-fugere-762021b0/   Email:   davidandpaul@theibcguys.com

    27 min

  7. FEB 10

    Episode 157: Infinite Banking: 7 Points That Must Be Considered (Part I)

    Join our Wealth Warehouse Webinar live on February 13th at 4:30pm CST/5:30PM EST via the link below: https://us06web.zoom.us/j/82829087795 Becoming Your Own Banker by Nelson Nash:  https://infinitebanking.org/product/becoming-your-own-banker/ref/46/ Visit our website:  https://www.thewealthwarehousepodcast.com/ Before you begin your own banking system. Before you achieve financial freedom and establish a legacy for your family.. You need to read “Becoming Your Own Banker” by Nelson Nash. Just like you, the fellas are busy – so they understand why people may only take a quick glance at IBC. Not to mention, it can take some time for it to “sink in”. To speed up this process, Dave and Paul have found a shortcut to that initial “handshake” with IBC when you’re reading ‘Becoming Your Own Banker’. In this week’s episode, they detail how you can get a quick grip on the concept with Nelson Nash’s very own, ‘7 Points to Consider’. Episode Highlights: 0:00 - Introduction 1:17 - Episode beginning 2:42 - “The one thing I wish I done..” 7:23 - Reasons why you should do IBC 10:08 - “There are only 2 sources of income..” 14:50 - Creating a passive income stream 17:04 - Don’t be afraid to capitalize 18:35 - Owning your OWN banking system 23:47 - “Don’t do business with banks” 24:42 - “When a government creates a problem…” ABOUT YOUR HOSTS: David Befort and Paul Fugere are the hosts of the Wealth Warehouse Podcast. David is the Founder/CEO of Max Performance Financial. He founded the company with the mission of educating people on the truths about money.   David's mission is to show you how you can control your own money, earn guarantees, grow it tax-free, and maintain penalty-free access to it to leverage for opportunities that will provide passive income for the rest of your life.   Paul, on the other hand, is an Active Duty U.S. Army officer who graduated from Norwich University in 2002 with a B.A. in History and again in 2012 with a MA in Diplomacy and International Terrorism. Paul met his wife Tammy at Norwich.   As a family, they enjoy boating, traveling, sports, hunting, automobiles, and are self-proclaimed food people. Visit our website:  https://www.thewealthwarehousepodcast.com/   Catch up with David and Paul, visit the links below!   Website:    https://infinitebanking.org/agents/Fugere494   https://infinitebanking.org/agents/Befort399   LinkedIn:   https://www.linkedin.com/in/david-a-befort-jr-09663972/   https://www.linkedin.com/in/paul-fugere-762021b0/   Email:   davidandpaul@theibcguys.com

    26 min

  8. FEB 3

    Episode 156: Infinite Banking: The Traits of Highly Successful IBC Users

    Join our Wealth Warehouse Webinar live on February 13th at 4:30pm CST/5:30PM EST via the link below: https://us06web.zoom.us/j/82829087795 Becoming Your Own Banker by Nelson Nash:  https://infinitebanking.org/product/becoming-your-own-banker/ref/46/ Visit our website:  https://www.thewealthwarehousepodcast.com/ Getting started with IBC is a big step in the right direction – but it doesn’t end there. When it comes to how you’re applying the Infinite Banking Concept, there are still winners and losers. In this Dave and Paul circle back to the core pillars of IBC and what it means to really be your own banker. From “re-thinking your thinking”, to “don’t do business with banks” and “don’t steal the peas” – you’ll have all of the fundamental tenets you need (and need to remember) – to truly be successful with your policy. Episode Highlights: 0:00 - Introduction 0:55 - Episode beginning 2:39 - “What makes somebody successful at IBC?” 3:29 - “Think long range” 7:14 - Don’t be afraid to capitalize 9:05 - Don’t steal the peas 10:43 - Don’t do business with banks 12:39 - Re-think your thinking 18:16 - Be prepared for windfalls 19:37 - Where you get your advice 21:03 - Focusing on the process (not the product) 22:35 - “All money is borrowed money” 25:58 - The “all or nothing” mentality 30:10 - Episode wrap-up 29:18 - Episode wrap-up ABOUT YOUR HOSTS: David Befort and Paul Fugere are the hosts of the Wealth Warehouse Podcast. David is the Founder/CEO of Max Performance Financial. He founded the company with the mission of educating people on the truths about money.   David's mission is to show you how you can control your own money, earn guarantees, grow it tax-free, and maintain penalty-free access to it to leverage for opportunities that will provide passive income for the rest of your life.   Paul, on the other hand, is an Active Duty U.S. Army officer who graduated from Norwich University in 2002 with a B.A. in History and again in 2012 with a MA in Diplomacy and International Terrorism. Paul met his wife Tammy at Norwich.   As a family, they enjoy boating, traveling, sports, hunting, automobiles, and are self-proclaimed food people. Visit our website:  https://www.thewealthwarehousepodcast.com/   Catch up with David and Paul, visit the links below!   Website:    https://infinitebanking.org/agents/Fugere494   https://infinitebanking.org/agents/Befort399   LinkedIn:   https://www.linkedin.com/in/david-a-befort-jr-09663972/   https://www.linkedin.com/in/paul-fugere-762021b0/   Email:   davidandpaul@theibcguys.com

    31 min
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4.9
out of 5
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About

On Wealth Warehouse, we challenge you to transform your financial future through the principles of the most profitable business in the world: banking. We believe everybody should be involved in 2 businesses: the business that you're in, and the banking business. Every day people can replicate what bankers have been doing for centuries to leverage capital and build wealth through private lending. Join us as we uncover the truths about money, expose lies and myths, and flip conventional financial advice on its head.

Information

  • Creator
    The IBC Guys via Podcast Principles
  • Years Active
    2022 - 2025
  • Episodes
    166
  • Rating
    Clean
  • Copyright
    © Copyright 2025 The IBC Guys via Podcast Principles
  • Show Website
    Wealth Warehouse

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