Welcome to PROpulsion Live, your ultimate destination for all things related to building and running a successful financial planning business. Our weekly show is the essential resource for financial planners, advisors, paraplanners, and anyone in the financial services profession. Join us every Friday on YouTube for the live show as we explore the ins and outs of sales, marketing, technology, relationships, business strategy, personal development, and so much more.With over 200 episodes and ...
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The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession. Hear from AICPA executive leads Susan Coffey, CEO – Public Accounting, AICPA, and Erik Asgeirsson, President and CEO, CPA.com as they are joined by Barry Melancon and leading subject matter experts, to dive into key drivers of this accelerated time of change. Hear the latest updates and guidance from Treasury and SBA as well as review top firm questions surrounding the CARES A ...
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Join CPA & Entrepreneurial Accountant Salim Omar as he guides the audience through the principles of his "Genius Model", which shows CPA firm owners and accountant & tax practitioners how to make their practice successful.
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The Infinite Banking Concept® (IBC) is privatized banking, using the cash value of a whole life insurance policy as the platform. Your hosts, John Montoya and John Perrings, are authorized IBC practitioners with the Nelson Nash Institute, dedicated to educating consumers about Infinite Banking. Listening to this podcast, you'll learn about life insurance, cash value, dividends, policy loans, policy design, and more. Most importantly, you'll learn how IBC puts you back in control of your mone ...
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Insight from bitcoin thought leaders about what it’s like to use bitcoin every day in business, relationships, and life.
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99: Maximizing Tax Benefits: A Primer to Whole Life, ROTH, and Bonds
18:48
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Welcome to STRATEGIC WHOLE LIFE (formerly The Fifth Edition) by Infinite Banking Authorized Practitioners. When people think of tax-advantaged financial assets, they often think of ROTH accounts and municipal bonds. It's often acknowledged that life insurance has preferential tax treatment, but just as often dismissed because of what they think the…
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Topics include: DC and profession news and analysis Technical updates Tax season practitioner discussion Speakers: Michael Cerami, EVP, Strategic Alliances, Business Development & Communications, CPA.com Mark Peterson, EVP, Advocacy, AICPA Lisa Simpson, VP, Firm Services, AICPA Carl Peterson, VP, Small Firm Interests, AICPA Gary Wood, Partner, Com…
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Bitcoin Roundup (ETF outflows, dot plots, government debt, gold beans, Ethereum foundation vs. SEC, ETH ETF) (EP27)
29:22
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By Coinbits
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In this episode, we sit down with Russell Ho, a young and dynamic financial planner on a mission, to discuss "Mastering the Long Game." Russell shares his personal and professional journey, focusing on the principles of patience, authenticity, and strategic planning that have shaped his long-term success in the industry. We begin by exploring the i…
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From Reluctance to Results: Changing Your Mindset on Selling
26:49
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Welcome to our latest episode, where we delve into a topic that many financial planners and advisers find uncomfortable: selling. Despite the crucial role that sales play in growing a business, there's a widespread reluctance amongst professionals to see themselves as salespeople or to engage in sales activities. This episode aims to address this c…
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Bitcoin Roundup (Anniversary of SVB collapse, Fed politicization, Biden budget, mining tax, Traeger BTC adoption) (EP26)
29:08
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By Coinbits
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98: Great Ideas from the 2024 IBC Think Tank
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Welcome to STRATEGIC WHOLE LIFE (formerly The Fifth Edition) by Infinite Banking Authorized Practitioners. In this episode, I was a guest on the Wealth Warehouse podcast with Dave Befort and Paul Fugere and also joined by Brandon Goswick and Nate Dean, hosts of Cash Flow Legendz. These are a few of my inner-circle Authorized IBC Practitioner collea…
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97: The Best Mindset to Start a Whole Life Insurance Policy
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Welcome to STRATEGIC WHOLE LIFE (formerly The Fifth Edition) by Infinite Banking Authorized Practitioners. In this episode, we get into the essential attitudes that set buyers up to get the most out of their whole life insurance policy. Not surprisingly, they match up to those needed to practice The Infinite Banking Concept™! Curiosity and Courage …
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Adapting to Financial Planning's Future with Wessel Oosthuizen
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We sit down with Wessel Oosthuizen, the Head of Financial Planning at Fiscal Private Clients, to discuss the future and evolution of the financial planning profession. In this episode, we delve into the ongoing changes within the financial planning field, touching on how the profession has grown and transformed over the years. Wessel shares his ins…
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Bitcoin Roundup (70K BTC, Coinbase issues, fiat & the Fed, decentralization, financial surveillance, NYCB, CRE crisis) (EP25)
43:26
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By Coinbits
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Bitcoin Roundup (Price ATH, ETF volume, bitcoin in the S&P 500, Coinbase issues, Gemini, digital pearls) (EP24)
38:20
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By Coinbits
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Financial Advisors: Fun Ways to Segment, Personalise, and Wow Your Clients!
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We are unpacking the crucial topic of segmentation and aligning the value proposition and client service. In today's competitive landscape, understanding how to effectively segment your client base, tailor your value proposition, and align your client services accordingly is more important than ever. The focus of this episode is to simplify these c…
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Topics include: Accounting Today Top Firms report findings and trends National Pipeline Advisory Group update DC and profession news and analysis Speakers: Erik Asgeirsson, President and CEO, CPA.com Sue Coffey, CEO, Public Accounting, AICPA Mark Peterson, EVP, Advocacy, AICPA Lisa Simpson, VP, Firm Services, AICPA Dan Hood, editor-in-chief, Accou…
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Bitcoin Roundup (ECB report, Elizabeth Warren challenger, MicroStrategy, Circle & Coinbase testimony, Andrew Ross Sorkin flub) (EP23)
28:12
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By Coinbits
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Powerful Lead Generation Strategies Any Professional Can Do
35:01
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Welcome to our latest episode! Today, we're diving into the secrets of attracting more clients to your business. Forget about cold calling endlessly without results. Instead, we'll show you how personalized outreach based on research can completely change your approach. Learn how to keep a steady stream of clients coming in and adjust your business…
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Welcome to STRATEGIC WHOLE LIFE (formerly The Fifth Edition) by Infinite Banking Authorized Practitioners. In this week's episode, we compare policy loans from a whole life insurance policy vs. margin loans. When discussing policy loans used with the Infinite Banking Concept™, sometimes people will be dismissive of the strength of policy loans beca…
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Bitcoin Roundup (BTC dominance, price movements, ETF volatility implications, Biden's laser eyes, mining regulations) (EP22)
33:20
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By Coinbits
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Is technology making things simpler or more complex for financial advisors with Adam Owen
33:11
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In this insightful and challenging episode of our series, we sit down with Adam Owen, the Head of Content at NextGen Planners, to dissect the complexities and simplicities of the future in financial advisory. As we delve into the topic "IS THE FUTURE SIMPLE OR NOT?", Adam shares his invaluable insights gained from years of experience. This episode …
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95: Cash Flow vs. "B.S." Retirement with Walter Young
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Welcome to STRATEGIC WHOLE LIFE (formerly The Fifth Edition) by Infinite Banking Authorized Practitioners. In this episode, we talk with Walter Young, co-author of The Fifth Option, about a transformative approach to retirement income planning. Walter challenges typical retirement planning and the "4% Rule" and offers solutions to live a plentiful …
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Insider insight from National Taxpayer Advocate
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Topics include: Tax season & IRS update DC and profession news and analysis First quarter planning for a successful 2024 Speakers: Erik Asgeirsson, President and CEO, CPA.com Mark Peterson, EVP, Advocacy, AICPA Melanie Lauridsen, VP, Tax Policy and Advocacy, AICPA Erin Collins, National Taxpayer Advocate, IRS Kimberly Ellison-Taylor, Founder and C…
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Bitcoin Roundup (Mining under attack, COPA case, SAB 121, bitcoin is financial freedom) (EP21)
46:01
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The fiat train rumbles on!By Coinbits
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Money: I wouldn't start from here with Chris Budd
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Is chasing money making us unhappy? Join us as we talk with Chris Budd, the writer of "The Four Cornerstones of Financial Wellbeing," to dive into how our bank balance affects our happiness. This chat isn't about how to get rich quickly. Instead, we're looking into what makes us truly happy. We'll question the common belief that more money means mo…
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Welcome to STRATEGIC WHOLE LIFE (formerly The Fifth Edition) by Infinite Banking Authorized Practitioners. Today's episode is for those spouses looking for ways to get their significant other on board with The Infinite Banking Concept. Let's work together to get some financial harmony in our lives! As Montoya puts it, IBC is a "common sense test," …
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Grow your business and make your life easier by simplifying everything
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In today's episode, we're diving into the art of simplification in financial advisory practices. Whether you're a financial planner, advisor, firm owner, or stakeholder in the financial advisory world. 🔍 We Discuss: Financial Product Offerings: We start by tackling the complex world of financial products. Learn how to streamline your offerings to b…
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93: Hidden Agenda: When Life Insurance Agents Wear Two Hats
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Welcome to STRATEGIC WHOLE LIFE (formerly The Fifth Edition) by Infinite Banking Authorized Practitioners. In today's episode, we get into a trend we've observed in the realm of whole life insurance. That is combining whole life with a specific strategy or investment during the buying process. We explore how the allure of clubs, strategies, and inv…
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Avoiding burnout during busy season plus the latest from DC
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Topics include: DC and profession news and analysis Technical updates Decision-making during high-stress and high-productivity demands Speakers: Barry Melancon, President and CEO, AICPA Erik Asgeirsson, President and CEO, CPA.com Lisa Simpson, VP, Firm Services, AICPA Alex Dorr, VP, People Evolution, Reality Based Leadership…
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92: Solving for the Banking Function: A True Financial Revelation
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Welcome to STRATEGIC WHOLE LIFE (formerly The Fifth Edition) by Infinite Banking Authorized Practitioners. In episode 92, we will talk about "the banking function," a true revelation by Nelson Nash, and before the release of "Becoming Your Own Banker," unfathomable to the average working man. Glossing over this core IBC principle can result in miss…
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91: Five Myths Your Financial Advisor Believes
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Welcome to STRATEGIC WHOLE LIFE (formerly The Fifth Edition) by Infinite Banking Authorized Practitioners. In Episode 91, we debunk some of the most common misconceptions perpetuated in the world of financial planning. Join us as we get into some myths about: 401k and IRA deductions The sole purpose of life insurance Misunderstood commission struct…
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Topics include: DC and profession news and analysis Tax legislation Technical updates Small firm practitioner tax discussion Speakers: Erik Asgeirsson, President and CEO, CPA.com Mark Peterson, EVP, Advocacy, AICPA Lisa Simpson, VP, Firm Services, AICPA Carl Peterson, VP, Small Firm Interests, AICPA Nicole Davis, Founder, Butler Davis Tax & Accoun…
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90: Why Whole Life Insurance is the Ultimate Cash Asset
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Welcome to STRATEGIC WHOLE LIFE (formerly The Fifth Edition) by Infinite Banking Authorized Practitioners. In Episode 90, we talk about why whole life insurance is the ultimate cash asset. This episode sheds light on the best places for your money, explores the Economic Value Added nature of whole life insurance, and challenges common misconception…
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Welcome to STRATEGIC WHOLE LIFE (formerly The Fifth Edition) by Infinite Banking Authorized Practitioners. In episode 89, we explore the secret behind why using whole life insurance for IBC really works. Using the Law of Large Numbers and the principles of actuarial science, mutual insurance companies, with their thousands of policy-owning stakehol…
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Firm management strategies for 2024
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Topics include: DC and profession news and analysis Technical updates 2023 reflections and strategies for 2024 Speakers: Barry Melancon President and CEO, AICPA Erik Asgeirsson President and CEO, CPA.com Mark Peterson EVP, Advocacy, AICPA Lisa Simpson VP, Firm Services, AICPA Jeffrey Weiner Chairman and CEO, Marcum…
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88: IBC Insights: The Risks of Overextending Policy Loans
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Welcome to STRATEGIC WHOLE LIFE (formerly The Fifth Edition) by Infinite Banking Authorized Practitioners. In episode 88 of the Strategic Whole Life podcast, we talk about the (mostly bad) advice some people get to max out the loan provision immediately after buying a whole life insurance policy. This not only creates several risks, but the benefit…
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87: Don't Separate Base Premium and PUA When Buying Whole Life Insurance
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Welcome to STRATEGIC WHOLE LIFE (formerly The Fifth Edition) by Infinite Banking Authorized Practitioners. Don't Separate Base Premium and PUA When Buying Whole Life Insurance In episode 87, we talk about the risks of looking at base whole life premium and paid up additional life insurance (PUA) as separate considerations during the buying process.…
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Topics include: DC and profession news and analysis Technical updates and breaking ERC news 2024 small business impacts and forecast BOI reporting risk and liability Speakers: Erik Asgeirsson, President and CEO, CPA.com Mark Peterson, EVP, Advocacy, AICPA Lisa Simpson, VP, Firm Services, AICPA Gene Marks, President, The Marks Group Stan Sterna, VP…
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86: Whole Life Insurance is Not an "Account". It's Better Than That.
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Welcome to STRATEGIC WHOLE LIFE (formerly The Fifth Edition) by Infinite Banking Authorized Practitioners. In Episode 86, we discuss how practicing The Infinite Banking Concept™ can sometimes lead to a tendency to perceive whole life insurance as an "account," similar to a bank or brokerage account. This is not the case, and we'll talk about why! I…
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85: Beyond the Percentage: Understanding Whole Life Insurance Dividends
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Welcome to STRATEGIC WHOLE LIFE (formerly The Fifth Edition) by Infinite Banking Authorized Practitioners. In this episode, we delve into the concept of whole life insurance dividends. We clear the usual misconception people have about dividends, explaining that insurance dividends are different from stock dividends. Here, we clarify that a whole l…
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Live from DCPA: innovation, transformation and evolving business models
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Topics include: DC and profession news Technical updates Discussion on innovation, transformation and evolving business models Speakers: Barry Melancon, President and CEO, AICPA Erik Asgeirsson, President and CEO, CPA.com Lisa Simpson, VP, Firm Services, AICPA Lindsay Stevenson, Chief Transformation Officer, BPM Okorie Ramsey, VP, Sarbanes/Oxley (…
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84: Beyond Rate of Return: A Strategic Approach to Wealth Building
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Welcome to STRATEGIC WHOLE LIFE (formerly The Fifth Edition). Episode 84 of the Strategic Whole Life podcast, "Beyond the Rate of Return: A Strategic Approach to Wealth Building." John Perrings challenges the conventional obsession with returns in financial planning. Drawing from his construction and finance experience in the data center industry, …
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83: Becoming an IBC Practitioner with Doug Mackenzie
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ANNOUNCEMENT: The Fifth Edition will soon be renamed STRATEGIC WHOLE LIFE. Read more about the coming name change below. In Episode 83, host John Montoya interviews Doug McKenzie, a new Infinite Banking Concept (IBC) practitioner, to explore his transition from a traditional financial mindset to embracing IBC. Doug shares his initial skepticism abo…
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82: Clarifying the Math in Finance with Todd Langford, Creator of Truth Concepts
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ANNOUNCEMENT: The Fifth Edition will soon be renamed STRATEGIC WHOLE LIFE. Read more about the coming name change below. In Episode 82, we welcome Todd Langford, creator of the Truth Concepts software, for an enlightening conversation on the complexities of financial math and the misconceptions surrounding whole life insurance. Todd shares his jour…
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Topics include: DC and profession news Technical updates Personal financial planning (PFP) strategies & tax advisory Year-end PFP update Speakers: Erik Asgeirsson, President and CEO, CPA.com Mark Peterson, EVP, Advocacy, AICPA Lisa Simpson, VP, Firm Services, AICPA Dan Snyder, Director, Personal Finance Planning, AICPA Adam Holt, CEO and Founder, …
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81: IBC First Principles: Mastering the Basics of Privatized Banking, Part 3
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ANNOUNCEMENT: The Fifth Edition will soon be renamed STRATEGIC WHOLE LIFE. Read more about the coming name change below. Welcome to the final installment of our transformative series, "IBC First Principles: Mastering the Basics of Privatized Banking, Part 3." In Episode 81, we bring our three-part series to a close by examining principles 8 through…
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80: IBC First Principles: Mastering the Basics of Privatized Banking, Part 2
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ANNOUNCEMENT: The Fifth Edition will soon be renamed STRATEGIC WHOLE LIFE. Read more about the coming name change below. Episode 80: Dive into Part 2 of the enlightening "IBC First Principles: Mastering the Basics of Privatized Banking." This segment unpacks principles 4 through 7, shedding light on the journey of your money and the importance of w…
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Economic forecast, BOI and cybersecurity
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Topics include: Economic forecast DC and profession news Cybersecurity & .CPA discussion Technical updates Speakers: Barry Melancon, President and CEO, AICPA Erik Asgeirsson, President and CEO, CPA.com Lisa Simpson, VP, Firm Services, AICPA Steve Liesman, Senior Economics Reporter, CNBC Johnathan Dixon, Senior Advisor, US Department of Treasury Ra…
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079: IBC First Principles: Mastering the Basics of Privatized Banking, Part 1
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In Part 1 of our 3-part series "IBC First Principles," we analyze some core concepts that make up The Infinite Banking Concept (IBC). In this episode, we discuss the first three of ten "first principles": Learn how understanding traditional financial systems empowers you to take control of your money ("If you know what's going on, you'll know what …
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78: Generic Infinite Banking Advice: The Pitfalls of "Hacking" the Process
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In Episode 78, we look hard at the "side hustle" and "hack" culture that has attempted to latch on to and sensationalize The Infinite Banking Concept™. It has resulted in an epidemic of generic life insurance advice. It's a race to the bottom to see who can show the "best" cash value. But what does that even mean? Agents pushing whole life insuranc…
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The latest ERC and quality management standards
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Topics include: DC and profession news Technical updates Updates on system of quality management standards (SQMS) and audits Tech practice aid and risk assessment Employee retention credit (ERC) news Speakers: Barry Melancon, President and CEO, AICPA Erik Asgeirsson, President and CEO, CPA.com Mark Peterson, EVP, Advocacy, AICPA Melanie Lauridsen,…
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77: Disability Safeguards and IBC: Waiver of Premium vs. True Disability Insurance
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Main Episode Description In this essential Episode 77, we navigate the complex world of disability protections, examining the "Disability Waiver of Premium" rider in whole life insurance policies and how it contrasts with an actual disability insurance policy. But that's not all: we also delve into how disability insurance can complement The Infini…
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76: Conquering FOMO: The Cost of Sidestepping The Infinite Banking Concept
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Main Episode Description In Episode 76, we hit on one of the most relatable yet destructive emotions in personal finance: the Fear of Missing Out, or "FOMO." As you implement The Infinite Banking Concept (IBC), FOMO is one of the first problems that can pop up and derail the process. It's so easy to get lured into the glitz and glamour of immediate…
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