Wisdom of Wealth

May 16 2023 29 ep. 34 mins 2

Wisdom of Wealth Podcast artwork

Wisdom of Wealth is a collaborative project from a community that is passionate about financial education. Each member brings a unique perspective when it comes to building financial strategies as the result of personal experience and application. Our mission is to ultimately change the lives of our listeners by equipping them to make optimal financial decisions. To continue the conversation and engage with this financial community, head over to WisdomofWealth.co.

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WOW 32 – Out of the Box Alternatives (w/ Zulfe Ali), Part 2

May 16 2023 41 mins

Our guest this week is Zulfe Ali, who shares his alternative investment experience that is outside the box, even for us! Tune in to Part 2 of this interview. *This is presented and intended purely for general financial educational purposes, and is not a recommendation or solicitation of any securities or investments.

WOW 31 – Out of the Box Alternatives (w/ Zulfe Ali), Part 1

May 10 2023 53 mins

Our guest this week is Zulfe Ali, who shares his alternative investment experience that is outside the box, even for us! Tune in to Part 1 of this interview. *This is presented and intended purely for general financial educational purposes, and is not a recommendation or solicitation of any securities or investments.

WOW 30 – How to Become an Accredited Investor (w/o Financial Requirements!)

Mar 28 2023 53 mins

Our guests this week are Ian Cummins and Brendan Ross, Co-Founders of Regdee, a platform that helps people become Accredited Investors quickly and easily even if they don't meet the Income or Net Worth requirements. Like us at one point and possibly many of you, Ian and Brendan were very frustrated at the inability to invest in Private Placements and other Alternative investmen

WOW 29–"Infinite Banking Concept" (IBC) Deep-Dive Part 4: Business Case Study (Video!)

Mar 21 2023 47 mins

This is the final episode of our 4-part mini-series on IBC. This week's guest is Joe Burgess, who shows us an incredibly powerful multi-generational application of the Infinite Banking Concept. Using a real-life case study of an actual business he's personally involved with, Joe walks us through another element of IBC using a Company-Owned Life Insurance (COLI) policy using to fund

WOW 28–"Infinite Banking Concept" (IBC) Deep-Dive Part 3: Investments (Video!)

Mar 15 2023 23 mins

Building on last week's episode of walking through a policy illustration, we take the next step to show a real-life case study from an actual client using his policy to fund real estate investment deals. Make sure to check out the video at this link. https://youtu.be/cPa_eWp17DI Stay tuned next week for a real-life business case study using IBC. As always, connect with us at Wisdom

WOW 27 – "Infinite Banking Concept" (IBC) Deep-Dive: Part 2 (Video!)

Mar 07 2023 29 mins

This week we are very excited to present to you an IBC policy illustration. This will allow you to look over the policy alongside us to begin understanding how the numbers make sense in Infinite Banking. That being said it may be almost impossible to follow along with us if you aren't watching the video so click the link below to view it on youtube. It is helpful to remember that e

WOW 26 – "Infinite Banking Concept" (IBC) Deep-Dive: Part 1

Feb 07 2023 40 mins

At the request of several people, this is the Intro episode to our deep-dive series on the "Infinite Banking Concept" (IBC). We've discussed this on several other episodes (make sure to check those out too!), but wanted to really get into the nitty-gritty of an actual IBC policy illustration and the mechanics of how it works with actual numbers. IBC is a trademarked term and concep

WOW 25 – Relationship-Based Banks & Lenders

Jan 31 2023 31 mins

Establishing a strong, long-term relationship with banks and lenders can mean all the difference in some cases. In this episode, we discuss the kinds of things to be looking for in terms of both specific products and lenders/banks. We also continue to emphasize the value and benefits of having a strong tribe of personal and professional relationships. Drop us a line at Wisdom

WOW 24–Staying SAFE! (Due Diligence, Compliance, and Legal Q&A)

Jan 24 2023 47 mins

*This episode is all about knowing what questions to ask and how to stay out of trouble; both as an investor and/or as a financial professional (inc. those raising capital). These things are critically important to know, especially since we talk about a lot of "outside-the-box" strategies and "Alternative" investments on this show: namely, Private Placements/Syndications and Cash V

WOW 23 – Credit Hacking

Jan 17 2023 19 mins

*CAUTION: The strategies presented here may be inadvisable for many people, and are not provided nor intended as financial advice, nor any specific recommendation(s). We strongly urge you to consult a financial professional to determine whether this strategy is appropriate for your personal situation* This episode's controversial topic is informally known as "Credit Hacking", which