Bank Like the Pros: Treasury Management and Infinite Banking for Smarter Wealth Building

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Share The Wealth Show

Nicole P.

242 episodes

3 days ago

Do you believe that life should be more than mediocre? Well, so does Nicole Pendergrass, the host of The Share The Wealth Show, a married mom of two toddlers, who decided to break through the stereotypical mold and build a better life for her family. As an active multifamily investor, her network has made her privy to conversations and information that the masses don’t get to witness. She’s also realized she’s only just scratched the surface. Join Nicole on her investigative journey to unearth and share secret strategies of the wealthy, so that you too can have the tools needed to build an abundant life and create a legacy of generational wealth. Her mission is to help other minorities break free of the golden handcuffs and make the transition from just surviving to thriving.

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Bank Like the Pros: Treasury Management and Infinite Banking for Smarter Wealth Building

Share The Wealth Show

40 minutes 21 seconds

7 months ago

Bank Like the Pros: Treasury Management and Infinite Banking for Smarter Wealth Building

EP 122 - Is managing your cash flow just about saving and spending? Think again! In this insightful episode, we’re breaking down two powerful cash management strategies—treasury management with index options and the infinite banking concept—to help you optimize your financial future.

Many people miss out on opportunities to maximize their wealth simply because they don’t understand the tools available. But with the right knowledge and approach, you can take control of your finances and build lasting wealth.

What You’ll Learn in This Episode:

💼 The fundamentals of treasury management and how index options work.

🏦 What infinite banking is and how it can improve cash flow management.

⚖️ The pros and cons of both strategies and how to choose what fits your goals.

❌ Common myths about cash management that could be holding you back.

🧠 Mindset shifts needed to leverage these tools for long-term wealth.

Don’t wait to take charge of your financial journey. Tune in now! 🚀

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Interested in investing in small multifamily?

Learn more about The Microfamily Mavericks mentorship program here:

https://www.microfamilymavericks.com/...

Check out our podcast website!

Thesharethewealthshow.com

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Here are some of the key questions answered in this episode:

Albrey Grimsley

Ep 50 & 51

(01:57 - 03:08:) Q1 How do you prioritize building emergency fund versus actually using that money you’ve saved to invest in something?

(03:09 - 05:10:) Q2 How does using treasury management as a strategy give you an edge over traditional investments?

(05:11 - 07:43:) Q3 How has leveraging your W-2 job helped fuel your entrepreneurial journey?

(07:44 - 09:03:) Q4 What’s the first step for someone who's too overwhelmed with various investment options?

Eunice Johnson

Ep 88, 89, 90

(10:45 - 14:22:) Q1 What benefits do cash value insurance have that typical insurance policy doesn’t?

(14:23 - 18:55:) Q2 How does cash value life insurance compare to a 401k in terms of long-term savings and tax advantages?

(18:56 - 22:34:) Q3 How does borrowing from a mutual insurance company differ from taking a loan from a traditional bank in terms of interest rates and dividends?

(22:35 - 26:05:) Q4 In what ways can changing the perception of life insurance transform it from a mere expense to a powerful financial asset?

Lee Johnson

Ep 88, 89, 90

(26:39 - 29:22:) Q1 How does leveraging a cash value life insurance policy

offer more flexibility than a 529 plan for long-term financial needs of your children?

(29:23 - 33:10:) Q2 What are the potential risks of relying solely on a 401k for retirement, and how can whole life insurance mitigate those risks?

(33:11 - 36:00:) Q3 What’s the biggest warning for others who want to set up a bank on yourself type of policy the right way?

(36:01 - 39:40:) Q4 What is the difference between direct and non-direct recognition in a cash value life insurance policies, and why do you need to know that?

Connect with Albrey!

Instagram - @lifelegacycapital

LinkedIn - / albreyg

Websites: Wealthfit - https://wealthfit.com/

Mindvalley - https://www.mindvalley.com/

Life Legacy Capital - https://lifelegacycapital.podia.com/

Build Your Bank - https://lifelegacycapital.podia.com/b…

Connect with Eunice and Lee!

Website:

https://www.valueinvestmentpartners.com/

Instagram:

/ passivereipros