Episode 92: IBC: The Swiss Army Knife of Retirement Planning
Manage episode 383540503 series 3308339
In this week’s episode Dave and Paul examine how IBC can affect your retirement in a massive way. From insulating you from market volatility to giving you the freedom to spend and even guard against the ultimate unexpected circumstance.
You’ll just have to tune in to get the key steps you need to follow to make sure that your retirement is properly guarded against inflation, market volatility, and much more!
Listen to Episode 32 here:
https://www.youtube.com/watch?v=As5LxkhmKBo
Becoming Your Own Banker by Nelson Nash:
https://infinitebanking.org/product/becoming-your-own-banker/ref/46/
Episode Highlights:
0:00 - Introduction
0:27 - Episode beginning
3:05 - Using IBC as a retirement tool
6:41 - Your passive income years
10:38 - One of the big drawbacks with Roth
15:22 - Anyone can do IBC
18:35 - How IBC functions as a volatility buffer
25:04 - Freedom to spend
28:12 - Dealing with the unexpected
30:42 - How am I gonna fund this in retirement?
32:01 - Wrapping up, what IBC can do for you in retirement
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.
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
142 episodes