Shows
Make Your Wealth WorkBuy Term, Invest The Difference. Is that best?This podcast episode elucidates the complexities surrounding the concept of "buy term and invest the difference," a philosophy that has gained traction over the years, yet is often fraught with inherent pitfalls. The discussion reveals that while this approach may appear straightforward, the reality is that it often fails to yield the promised financial benefits for the average individual. Exploring the intricacies of life insurance, Joe and Jason's conversation centers on the often-overlooked implications of the buy term and invest the difference strategy. This approach, while popularized by certain financial advisors, is scrutinized for its practicality and...
2025-11-0532 minMake Your Wealth Work“Covered at Work” Isn’t CoverageIn this episode, hosts Joe Pantozzi and Jason K. Powers, dive into the critical importance of financial literacy and the necessity of proactive measures in safeguarding one’s financial future through appropriate insurance coverage. They explore the common misconception that "it will never happen to me," which often leads individuals to neglect essential financial protections such as life insurance. They address the societal misconceptions surrounding life insurance, expounding upon the imperative need for individuals to recognize the unpredictable nature of life events. They challenge the common misconception that life insurance is unnecessary, underscoring the importance of preparing fo...
2025-10-2733 minMake Your Wealth WorkBuy Term Invest The Difference. Is That Best?Joe Pantozzi and Jason K. Powers elaborate on the paramount importance of financial literacy and proactive engagement in personal finance management. The central tenet of this episode revolves around the critical importance of proactive financial planning, particularly in the realm of life insurance, to safeguard one's family and future. We emphasize that many individuals harbor the misconception that financial misfortune will not befall them, thereby neglecting the essential measures of protection that life insurance provides. Through a candid discourse, we explore the myriad reasons individuals may delay acquiring necessary coverage and the potential ramifications of such complacency. We advocate...
2025-10-2233 minMake Your Wealth WorkStop Resetting to ZeroThe reboot continues with Joe Pantozzi and new co-host Jason K. Powers setting the tone for practical, no-fluff conversations. The principal focus of our discussion centers on the critical examination of how families manage their financial resources, particularly the often-overlooked issue of where money is allocated, leading to a loss of control over one’s finances. We delve into the insights shared by Nelson Nash, emphasizing that the essence of wealth accumulation lies not merely in the amount one earns but rather in the amount one retains. Our conversation also navigates the complexities surrounding qualified plans and th...
2025-10-0829 minMake Your Wealth WorkThree Tax Buckets, One Better PlanThis episode provides an insightful exploration of financial literacy, focusing on the pivotal role it plays in shaping one’s financial future. Joe Pantozzi and his new co-host Jason K. Powers engage in a nuanced conversation that delves into the intricacies of personal finance, underscoring the necessity for individuals to take charge of their financial destinies through informed decision-making and proactive engagement. Pantozzi expresses his concerns regarding the widespread disengagement from financial matters that he encounters in his professional life as a financial advisor, lamenting the emotional weight of witnessing clients fail to take the necessary steps toward financial in...
2025-09-2432 minMake Your Wealth WorkTurn Savings Into Legacy with Jason K. Powers, Part 2In this episode, Joe Pantozzi and Jason K. Powers share why so many popular wealth-building models stumble when real people and real markets are involved. They discuss why whole life insurance offers an edge that others simply can’t match, and how it can help you keep your wealth growing—no matter what. Joe also breaks down the mindset shifts needed to break free from toxic debt and financial limitations. If you’ve ever wondered how to truly gain control over your money and secure a brighter future for your family, this episode is for you.Tune...
2025-09-1719 minMake Your Wealth WorkTurn Savings Into Legacy with Jason K. Powers, Part 1In this episode, Joe Pantozzi sits down with Jason K. Powers to bust the myth that wealth-building is just about following rigid formulas or waiting for life’s circumstances to change. They share simple strategies and stories on how the right mindset can turn uncertainty into opportunity. You’ll hear why most people are stuck in old money habits, and how making a few key changes can set your family up for generations. Get ready for practical, honest advice you won’t hear from mainstream financial gurus. Tune in for a fresh perspective that might just cha...
2025-09-1021 minMake Your Wealth WorkWealthy People Never Skip This Rule for Financial ControlIn this episode, host Joe Pantozzi and Curtis May discuss how mastering your capital can put you in charge of your financial destiny. Discover why savvy business owners never settle for old-school banking and how avoiding costly opportunity costs can accelerate your growth. With practical strategies from the Infinite Banking Concept and years of hands-on experience, Joe and Curtis show you what it takes to create lasting financial security for your family and seize opportunities on your own terms. If you care about financial independence and building a legacy, you won’t want to miss thes...
2025-08-2718 minMake Your Wealth WorkAre Banks Winning With Your Money? The Truth About Wealth Control with Curtis MayOn this episode, Joe Pantozzi and Curtis May bring to you the six quietly powerful rules that wealthy families use to protect, grow, and pass on their assets for generations. You’ll hear the hard truths about how financial institutions design products in their own favor, and how you can flip the script to take control.Discover why long-term thinking trumps quick wins, and how simple shifts in mindset and discipline can mean the difference between fleeting wealth and lasting legacy.Tune in to get practical tools and real-world wisdom for creating fi...
2025-08-1315 minMake Your Wealth WorkThe Real Reason Your Employees Aren’t Getting Raises With Troy Reichert, Part 2In this episode, Joe Pantozzi sits down with healthcare strategist Troy Reichert to discuss how smart companies are breaking free from one-size-fits-all insurance solutions. Discover how alternative health plans can deliver real savings—sometimes hundreds of thousands of dollars—while actually improving employee care and satisfaction. Joe and Troy share stories, strategies, and the mindset shift every business owner needs to stay competitive. If you think healthcare expenses are just a fixed cost, think again—this conversation could change how you look at your company’s future.Show Highl...
2025-07-2315 minMake Your Wealth WorkThe Real Reason Your Employees Aren’t Getting Raises With Troy Reichert, Part 1In this episode, host Joe Pantozzi teams up with healthcare strategist Troy Reichert to shine a light on the true costs of employee benefits and health insurance. Troy talks about jaw-dropping differences in procedure costs just a few miles apart and exposes the lack of transparency that keeps businesses and employees in the dark.They’ll discuss practical ways to become a more informed consumer, spot the hidden money leaks, and pay fair, not inflated, prices for healthcare. If you care about protecting your wealth and making smarter decisions for your business or...
2025-07-1614 minMake Your Wealth WorkCan Your Kids Handle Inheritance? The Conversation Every Parent Needs to HearIn this episode, host Joe Pantozzi and guest Bryan Thompson explore how smart planning can help you create a legacy that truly matters. Discover practical ways to support causes close to your heart while still providing security for your family. Joe and Bryan discuss how simple shifts in mindset and strategy can multiply your impact and teach the next generation the value of generosity.If you want to make your money work harder - for you and for others - this episode is packed with insightful stories and easy-to-apply advice.
2025-07-0918 minMake Your Wealth WorkThe Mindset Shift That Can Change Your Financial Future with Bryan ThompsonIn today’s episode, host Joe Pantozzi sits down with Bryan Thompson of Thompson Financial Group for a refreshingly honest conversation about what it really takes to build wealth - no matter where you’re starting from. Joe and Bryan discuss the hidden mental hurdles that keep families stuck, break down myths about who “deserves” financial success, and share the timeless strategies that have shaped their own clients’ lives. You’ll hear why legacy matters, how changing your money mindset can open new doors, and what happens when you surround yourself with the right guidance. If y...
2025-06-2519 minMake Your Wealth WorkSick of Living Paycheck to Paycheck? This is the Mindset Shift You NeedIn this episode, host Joe Pantozzi gets real about why so many hardworking people fall short of their wealth goals - and what it actually takes to break the cycle. Discover the straightforward principles behind protecting what you have, growing consistent savings, and building true financial freedom. Joe shares personal stories and practical steps, showing that you don’t need to be a genius to create lasting wealth - just disciplined and ready for change. If you want to set your family up for generations of security and success, this conversation is what you’ve been w...
2025-06-1217 minMake Your Wealth WorkWho's Controlling Your Money...If It's Not You?!!In this provocative episode of Make Your Wealth Work, host Joe Pantozzi exposes the real reasons why wealth slips through your fingers - and what you can do to stop it. Learn timeless principles from historical thinkers and discover why your money might be working harder for banks and lenders than for you. Joe doesn’t hold back as he challenges common economic myths and urges listeners to confront their own money habits. If you’re ready to protect your family’s future and make smarter choices with your wealth, don’t miss this episode. ...
2025-05-2810 minMake Your Wealth WorkAre You Playing by the Wrong Money Rules? Discover the Secrets Banks Don’t Want You to Know, Part 2In this episode, Curtis May and Joe Pantozzi discuss why following the crowd leads to missed opportunities—and how the wealthy play by an entirely different set of rules. You’ll discover the traps that keep most people stuck, from overlooked taxes to misplaced focus on rate of return. Learn the real factors behind sustainable wealth, like capital control and cash flow, and why your money deserves the same respect as the bank's. If you want practical steps to gain more financial freedom and confidence, this is one episode you can't afford to mis...
2025-05-2022 minMake Your Wealth WorkAre You Playing by the Wrong Money Rules? Discover the Secrets Banks Don’t Want You to Know, Part 1In this episode, Joe Pantozzi and Curtis May explore how the financial system favors the banks and why so many smart people unknowingly play by the wrong rules. They’ll break down the real cost of toxic debt, expose the traps hidden in “good credit,” and share practical steps to stop wealth from slipping through your fingers.Discover how successful investors think differently and learn why the smartest move might be reordering your financial priorities altogether.If you want your money to work harder for you and your family, this conversation is a must...
2025-05-1325 minMake Your Wealth WorkOne Night, One Family’s LossIn today’s episode, host Joe Pantozzi shares a moving story about a hardworking man whose sudden loss left his loved ones not just grieving, but scrambling for support. Joe’s message isn’t about big investments or complicated strategies—it’s about how a small, affordable step can spare you and your family from financial distress. If you’ve ever wondered about life insurance and its worth, this episode is for you. Discover why now is the time to protect what matters most, no matter your income.Show Highlights This...
2025-05-0605 minMake Your Wealth WorkFundamentals of Wealth CreationIn today’s episode, host Joe Pantozzi shares invaluable insights on the significance of financial literacy, the discipline of managing expenditures, and the power of multiplying your wealth. Discover why every decision comes with a cost and why having a growing pool of capital is crucial. This episode promises practical advice even for late starters, and a fresh perspective to redefine your approach to wealth management. Tune in and find out how the right strategies can make wealth your greatest ally.Show Highlights Is i...
2025-03-2508 minMake Your Wealth WorkDon't Let Strangers Own Your Money!!In today’s episode, host Joe Pantozzi challenges conventional wisdom about financial planning. Is life insurance the overlooked key to a strong portfolio? With insights from his mentor, Nelson Nash, Joe reveals why life insurance stands out as a uniquely reliable investment. Joe will share eye-opening statistics on retirement savings across generations and the effects of inflation on your financial future. Prepare to rethink your current strategy with Joe's practical advice on creating a robust savings commitment. If you're serious about making your wealth work smarter, tune in now!
2025-03-1108 minMake Your Wealth WorkWealth X Control = FreedomIn today’s episode, host Joe Pantozzi talks about the obstacles that hinder your financial success. Have you ever thought you knew it all, only to discover you've been missing a piece of the puzzle? Joe discusses this 'illusion of knowledge' and how it keeps you from reaching your full potential. Learn why the right kind of control over your wealth is the key to achieving both prosperity and freedom. Tune in and prepare to challenge the status quo of your financial mindset.Show Highlights
2025-03-0406 minMake Your Wealth WorkBusiness Owners: A Long Continuum of Good DecisionsToday, Brad Mishlove, a business coach and advisor, joins us to share the art of making informed financial decisions that shape successful businesses. Brad discusses the importance of reliable data, the craft of balancing risk, and the critical role of cash flow in a thriving enterprise. Joe and Brad explore the surprising similarities between diverse industries and how insights from one can spark innovation in another. Tune in and discover how calculated moves can propel your financial journey forward.Show Highlights Discover how st...
2025-02-2518 minMake Your Wealth WorkSaving Half Your Income: Is It Really Possible?Today, host Joe Pantozzi challenges you to rethink your financial habits and brings a challenge for you to save half of your income. This episode will explore the concept of Parkinson's Law and how it impacts your savings.Joe presents a timely call to action that can change your financial trajectory. You will get to know what is stopping you from saving more and how to overcome that. Tune in to discover the steps you can take to break the cycle of bad financial patterns. Show Highlights...
2025-02-1804 minMake Your Wealth WorkThe Infinite Banking Series: Infinite Banking in ActionIn today’s episode, Joe Pantozzi and Jonathan Rivera bring real-life success stories that show the power of the Infinite Banking Concept. These stories reflect how smart investment strategies and wise choices set you up for success.Joe Pantozzi shares compelling examples from his own financial journey, revealing the secrets behind controlling your capital. This episode has lessons to help you make major life purchases and investments smoothly.Join us as we explore innovative ways to achieve financial freedom and security.Show Highlights Th...
2025-02-1121 minMake Your Wealth WorkThe Infinite Banking Series: Rethinking RetirementIn today's episode, Joe Pantozzi and JR challenge the conventional idea of retirement. Joe shares his belief that continuing to serve and create value can be more fulfilling than traditional retirement. They talk about the teachings of Robert Kiyosaki, discussing the importance of building capital assets for passive income. Joe also explains the infinite banking concept using life insurance policies to create a sustainable financial model and emphasizes the importance of teaching stewardship to the next generation. For a secure and impactful financial future, tune in now!Sh...
2025-02-0418 minMake Your Wealth WorkThe Infinite Banking Series: How the Rich Use Banking, and How the Poor Get Used By BankingIn today’s episode, Jonathan Rivera and financial expert Joe Pantozzi are discussing why the rich always seem to get richer. Joe contrasts how the wealthy navigate banking with how the rest of us often get trapped by it. You will get to know the pathway to stop the state from managing your finances. Not only that, Joe will talk about transferring assets from one generation to the next with the maximum benefit.For your complete guide on Infinite Banking, tune in now!Show Highlights...
2025-01-2823 minMake Your Wealth WorkThe Infinite Banking Series: Become Your Own Banker - Borrowing From Your PolicyIn today’s episode, Joe reveals how to leverage life insurance with tips on infinite banking and becoming your own banker. Learn why borrowing from yourself beats traditional loans and how this shift can revolutionize your financial strategy. This episode will bring you actionable strategies to repay policy loans while still growing your wealth. If you want to start taking control of your cash flow, tune in now!Show Highlights How does borrowing work in infinite banking? [01:41] Is credit a positive thing? [02:11]...
2025-01-2117 minMake Your Wealth WorkThe Infinite Banking Series: Getting Started with Infinite Banking - Your Step-by-step GuideIn today’s episode, host Jonathan Rivera and financial expert Joe Pantozzi lay out the essential first steps for anyone curious about infinite banking. They'll share key insights on choosing the right insurance policies and avoiding common mistakes like short-term thinking and neglecting your financial future. You’ll also hear them discuss why starting small might be your biggest blunder and how a properly structured whole-life policy can change the game. Tune in now and find out how to make your money work for you.Show Highlights
2025-01-1422 minMake Your Wealth WorkThe Infinite Banking Series: The Backbone of Infinite Banking - Why Whole Life Insurance MattersContinuing the conversation from the last episode, today we're uncovering the secret powerhouse behind the infinite banking concept: whole life insurance. Joe Pantozzi, our expert in conservative wealth management strategies, will reveal how whole life insurance stands apart from other financial products with its unique guarantees and unwavering stability.Learn why this "boring" financial tool might be your key to long-term financial security and prosperity. Prepare for a conversation that could change your financial future. Let’s get started!Show Highlights The long-term ben...
2025-01-0720 minMake Your Wealth WorkThe Infinite Banking Series: What is Infinite Banking and Why You Should Care?In today’s episode, hosts Joe Pantozzi and Jonathan Rivera talk about the fascinating world of Infinite Banking. Do you want your money to keep working for you while others are trapped in a cycle of debt? Joe will guide you through this game-changing concept, showing you how to seize control of your financial future. Learn about Nelson Nash's groundbreaking ideas and discover why Infinite Banking might just be the missing piece in your wealth-building puzzle. Get ready to change the way you think about money. Listen now!Sh...
2024-12-3120 minMake Your Wealth WorkInfinite Banking Begins by SAVINGToday, we'll explore the real reasons many people struggle with saving money. We will talk about Stephen Covey whose timeless wisdom can redirect your financial habits. You'll learn how to visualize your financial goals clearly by implementing the powerful infinite banking concept. Whether you're a business owner or an everyday wage earner, this episode offers practical steps to break bad spending habits and build a secure financial future.Tune in now!Show Highlights Do you know the saving rate of our country? [00:47] T...
2024-12-2411 minMake Your Wealth WorkWhy Whole Life Insurance is More Than Just a Safety Net with Lyle DomentizContinuing the conversation from the last episode, host Joe Pantozzi and our special guest Lyle Domentiz break down the ins and outs of insurance products and share real-life stories that highlight their true value. From covering mortgages to supporting loved ones, you'll learn why having the right kind of coverage is essential. Whether you're a business owner or just looking to secure your financial future, this episode is packed with practical insights for you.Tune in to discover how life insurance can be a game-changer in your wealth strategy.
2024-12-1720 minMake Your Wealth WorkThe Importance of Financial Planning for Business Owners with Lyle DomentizIn today’s episode, host Joe Pantozzi is joined by Lyle Domentiz, a financial advisor with an incredible backstory. Learn how Lyle’s transition from a Bronx dry-cleaning business owner to a financial expert is filled with unexpected twists and lessons. Discover the secrets behind crafting informed financial plans and the importance of updating your documents regularly. Whether you're a business owner or an aspiring advisor, this episode is for you.For valuable advice and expert questioning on balancing business and profit—tune in now!Show Highlights
2024-12-1021 minMake Your Wealth WorkNavigating the Risks of Complex Financial Instruments with Tom GoberIn today’s episode, we explore how institutional investors could be steering companies towards risky short-term gains, possibly at the cost of your financial security. Host Joe Pantozzi and fraud examiner Tom Gober break down why understanding surplus-to-liabilities ratios is essential for safeguarding your investments. Compare industry leaders Athene and New York Life to see why mutual companies might be a safer bet. This episode is packed with insights to help you make sound financial decisions and protect your wealth for the future. Don’t miss out on these critical discussions that could...
2024-12-0335 minMake Your Wealth WorkHow Infinite Banking can Take You from Debt to Wealth with Jason PowersIn today's continuation from last week, host Joe Pantozzi and guest Jason Powers explore the powerful idea that capital is your ticket to doing good. Joe explains why life insurance isn't just about protection—it's about growth and financial stability. Hear Jason's compelling journey from doubt to becoming a believer in infinite banking, and learn how changing your financial mindset can set you on a path to success. If you want to create and secure your financial future, tune in and discover how to make your wealth truly work for you.
2024-11-2624 minMake Your Wealth WorkTransform Your Finances using Infinite Banking Secrets with Jason PowersIn this episode, host Joe Pantozzi sits down with Jason Powers to reveal the secrets behind the Infinite Banking Concept—a game-changer in personal finance inspired by Nelson Nash. They tackle common financial concerns, the power of diligent saving, and the misconception that it's ever "too late" to start. Discover how understanding and applying these principles can turn your financial dreams into a reality. If you're serious about securing your wealth and teaching future generations to do the same, tune in now! Show Highlights Why you should teach your...
2024-11-1922 minMake Your Wealth WorkYour Walk-Away FundIn today’s episode, host Joe Pantozzi lays out why it's essential to pay yourself first and build a fortress of financial reserves. He talks about having the freedom to walk away from any situation and owning the resources to seize sudden opportunities that can come your way.Joe breaks down practical strategies for maintaining control over your income and future, touching on everything from constant learning to the importance of having a "mess cleanup" fund. Tune in and start making your wealth truly work for you.Sho...
2024-11-1208 minMake Your Wealth WorkFinancial Independence Through Cash Control and Smart Planning with Curtis MayToday host Joe Pantozzi and financial expert Curtis May share practical wisdom on keeping control of your finances and seizing opportunities with cash reserves. Learn why relying solely on credit can be risky and discover strategies that the wealthy have used for over a century for building capital. Find out how to balance work, play, and financial planning while teaching your kids smart money habits. If you want to learn about mastering your capital and achieving financial freedom, you won't want to miss this episode. Tune in now!
2024-11-0529 minMake Your Wealth WorkThe Infinite Banking Concept Explained with Curtis MayIn today’s episode, Joe Pantozzi and Curtis May share insights on the profound connection between family dynamics and financial success. From managing your own family banking system to ensuring your wealth benefits future generations - this episode has got it all.Learn how to take control of your personal finances, and create generational wealth. Ready to rethink your approach to wealth and financial stewardship? Listen now!Show Highlights Discover how the economy can boost innovation and wealth crea...
2024-10-2928 minMake Your Wealth WorkHow To Read Becoming Your Own Banker - The Infinite Banking ConceptIn this episode, host Joe Pantozzi reveals how to truly grasp and implement the powerful idea of Infinite Banking for financial growth. Learn why rethinking your financial habits and taking ownership of your wealth can lead to long-term success. Don't miss the chance to discover how these insights can revolutionize your approach to money management, setting the stage for a prosperous future. Joe will also discuss the ways to get out of generational habits that are of no use today.Tune in and start making informed financial decisions.
2024-10-2212 minMake Your Wealth WorkSigns of Financial Trouble: How Infinite Banking Can Help You Take Back ControlIn this episode, host Joe Pantozzi explores the often-overlooked warning signs of financial trouble. In this eye-opening episode, Joe runs through critical red flags that might indicate you're heading for a financial crisis - from mismanaging credit to insufficient savings and poor estate planning. Adding to that, this episode is packed with straightforward advice that can help you make informed and effective decisions to protect, grow, and leverage your wealth. Your path to financial security starts here. Listen now!Show Highlights Do you kn...
2024-10-1508 minMake Your Wealth WorkNotes to My 20-Year-Old Self: Advice For Building A Stable FutureIn today’s episode, host Joe Pantozzi gives life-changing advice from his extensive financial expertise. Joe shares a heartfelt conversation with his 20-year-old self, offering tips on finding mentors, maintaining side jobs, and recognizing financial mistakes. Learn the value of good manners, public speaking, and understanding money management from veterans in the field. Joe also stresses the importance of learning from the elderly and making unique mistakes to stay ahead. This episode has insights you won't want to miss—let’s get started!Show Highlights...
2024-10-0812 min
Make Your Wealth WorkHow Infinite Banking Can Help You Master Your Financial GrowthIn this episode, host Joe Pantozzi talks about the timeless wisdom of Parkinson's Law from Nelson Nash's game-changing book, "Becoming Your Own Banker." Discover how small mindset shifts can lead to major financial breakthroughs, whether you're dealing with unexpected income or striving to build a solid capital account. Joe shares real-world scenarios that illustrate how to prioritize your wealth, making sure you get paid first and your money works as hard as you do. This isn't just about cutting back—it's about thinking differently and taking control of your financial destiny. Don't miss...
2024-10-0110 min
Make Your Wealth WorkHow Infinite Banking Fixes Financial Leaks (Part 2)In today’s episode, host Joe Pantozzi tackles a critical issue that might be sabotaging your financial success: managing wealth with faulty foundations. Join us as Joe reveals key strategies to secure your financial future, from the hidden costs of credit card balances to the truths about retirement plans. Discover why comparing your financial journey to others is a trap and learn actionable steps to protect and grow your wealth. Don't miss out on the insights that could change your financial trajectory forever!Show Highlights
2024-09-2414 min
Make Your Wealth WorkHow Infinite Banking Fixes Financial Leaks (Part 1)Today, host Joe Pantozzi is going to change the way you think about wealth. Ever felt stuck in old financial habits or unsure about the real value of life insurance? We're tackling these common misconceptions head-on.From flawed views on taxes and mortgages to the pitfalls of credit cards and car financing, discover the insights that could change your financial future. Tune in and let's make your wealth work smarter for you!Show Highlights Do you have a reason for deserving to possess w...
2024-09-1715 min
Make Your Wealth WorkBanking on Success: How Infinite Banking Transforms Your BusinessIn today’s episode, host Joe Pantozzi shares expert insights on how only about one in ten businesses make it to the third generation and what you can do to change that. Discover the pitfalls of relying on commercial banks and explore the revolutionary idea of "becoming your own banker" using dividend-paying whole life insurance. With nearly two decades of experience and mentorship from Nelson Nash, Joe reveals how to align your business and personal finances and why shifting your financial mindset is vital for long-term success. Tune in to learn actionable stra...
2024-09-1046 min
Make Your Wealth WorkWealth Building Tips: Infinite Banking And Your Financial GrowthIn today’s episode, we're trimming the fat on wealth-building essentials. Get ready for a breakdown of the four must-know elements of your financial life—without the jargon. We'll also tackle common misconceptions about rates of return and FICO scores. Plus, discover the vital documents you need to secure lasting financial freedom. Tune in and start making your wealth work for you.Show Highlights What do you own and what do you owe? [01:03] Do you know where your money goes? [01:46] Here is how...
2024-09-0314 minMake Your Wealth WorkHow Infinite Banking Helps You Avoid Costly Business MistakesIn today's episode, Joe Pantozzi highlights the often-overlooked mistakes that can cripple your bottom line, like failing to have a clear vision or neglecting to reward your key players.He also shares practical advice on balancing financial well-being with personal happiness, and the critical role of controlling the banking function in your business. Are you ready to elevate your business game and secure your future? Tune in for actionable insights that could change the trajectory of your success.Show Highlights
2024-08-2711 min
Make Your Wealth WorkThe Book of Wisdom and Infinite BankingIn today’s episode, we're tackling the often secretive world of finances. Learn why more money can sometimes lead to more chaos and how ancient wisdom can offer clarity. We'll explore actionable strategies for managing debt, the true purpose of giving, and the importance of budgeting effectively. Whether you're focused on financial security or making a lasting impact, this episode has nuggets of wisdom you'll want to hear.Let's get started!Show Highlights How does money make your life more complex? [01:57] Does wea...
2024-08-2016 min
Make Your Wealth WorkThe Biggest Misconceptions About Infinite Banking and Life InsuranceIn today’s episode, Joe Pantozzi tackles the often misunderstood topic of life insurance. Are you among the many who believe life insurance is just another investment or fear it’s riddled with hidden fees? We'll bust these myths wide open and reveal how a properly structured whole life policy can be a game-changer for your family's financial future. Tune in as we clear up the confusion and equip you with the knowledge to make smart, impactful decisions.Let's get started!Show Highli...
2024-08-1307 min
Make Your Wealth WorkWhen Term Life Isn't Enough: How Infinite Banking Changes Your Life Insurance StrategyIn today’s episode, we explore the world of term life insurance policies. Many people include these in their financial plans, but did you know that a term policy might not be the best long-term solution? Join me as we uncover why a term life insurance policy is often viewed as a short-term fix, why its payout probability is low, and the critical questions you should ask before making it part of your financial strategy. We'll also explore the benefits of convertible term policies and how they can play a vital role in your wealth-building journey. Stay tun...
2024-08-0618 min
Make Your Wealth WorkHow To Use Infinite Banking to Fund Your Next Car LoanEver thought zero-interest on a car loan was the best deal? Think again. Today, we'll reveal why "you finance everything you buy" is a critical concept for your financial health. Inspired by Nelson Nash's infinite banking concept, we'll explore how controlling your capital could change your financial future. Join us for insights that could transform how you manage money, from car loans to everyday expenses.Show Highlights Do you know that you finance everything you buy? [00:41] Learn about the fundamental financial principles [01:51]
2024-07-3013 min
Make Your Wealth WorkHow Infinite Banking Supercharges Your SavingsToday, Joe Pantozzi and JR are discussing the importance of smart saving strategies and how we typically handle unexpected money. They'll provide insights on how to manage and respect your savings better, helping ensure these funds contribute to your financial goals.Listen as they break down practical steps to improve how you save and why it matters. Join us for straightforward advice that aims to strengthen your financial foundation.Show Highlights Do you understand the purpose of saving? [00:37] Discover the concept of windfall spending. [01:13] Learn if...
2024-07-2320 min
Make Your Wealth WorkUsing Infinite Banking to Build a Lifetime of WealthIn this episode, we will share some effective strategies for managing and growing your wealth. Joe has years of experience in conservative wealth management and today he'll provide practical advice to help you maximize your financial assets. Whether you're looking to enhance financial security or ensure that your wealth lasts, this episode has something for you. Join us as we explore how to make your wealth work harder for you.Show Highlights Is saving your ultimate financial strategy? [01:22] How do you manage yo...
2024-07-1619 minMake Your Wealth WorkHow Infinite Banking Turns Savers Into WinnersIn today's episode, Joe tackles a challenging perspective: the potential pitfalls of traditional saving and why it may not lead to substantial wealth growth. Joe navigates the difference between saving and strategic investment. He exposes the hard truths around the conventional approach to money. Further, he sheds light on the often unquestioned idea of retirement, do we really have to stop working at a certain age? Get ready to think differently about money. Tune in now. Show Highlights The difference between savers and rich people. [00:23] Here...
2024-07-0915 minMake Your Wealth WorkWhy Spenders Always Work for Savers — And How Infinite Banking Can Change ThatIn today's episode, Joe Pantozzi shares his straightforward philosophy: savers inevitably come out ahead of spenders. Drawing from real-life experiences, Joe demystifies the process of setting aside wealth and managing priorities. Discover practical tips on how to take control of your finances, no matter your starting point. Stay tuned for an episode that promises to equip you with the mindset and tools needed to make smarter money moves.Show Highlights: Discover the truth about financial behaviors. [00:38] Can you be your own number-one customer? [02:52] How you can s...
2024-07-0215 minMake Your Wealth WorkMake Your Wealth Work IntroMake Your Wealth Work is a podcast for growing business owners and high-net-worth individuals who prioritize family, financial security, and making a lasting impact. Join Joe Pantozzi, a seasoned financial expert specializing in conservative, proven wealth management strategies, each week as he shares actionable insights and practical advice to help you protect, grow, and leverage your wealth effectively. Whether you're navigating the complexities of retirement planning, safeguarding your assets for future generations, or seeking to make a positive difference in the world, Make Your Wealth Work equips you with the knowledge and tools y...
2024-06-1400 min