Shows
Without the Bank PodcastEp. 216 - Wealth is Relative... and Squirrels, with Tarisa SheltonIn this episode, Mary Jo and Tarisa discuss the concept of wealth being relative to the people we surround ourselves with. They emphasize the importance of having a positive and ambitious environment, avoiding the victim mentality, and learning from successful individuals. They also talk about the significance of taking action and maintaining an open mind. Audio Production by Podsworth Media - https://podsworth.com 2025-05-0232 min
Without the Bank PodcastEp. 215 - Holding Life Insurance to a Different Standard, with Tarisa SheltonWhy do we trust banks and the stock market without question, but scrutinize life insurance to the extreme? In this episode, Mary Jo and Tarisa dive into financial mindsets, exposing the double standards we apply to life insurance and how understanding Infinite Banking can shift your financial control. Documentary Mentioned: https://www.youtube.com/watch?v=lkOQNPIsO-Q Audio Production by Podsworth Media - https://podsworth.com 2025-04-2528 min
Without the Bank PodcastEp. 214 - 6 Ways Life Insurance Premiums Are Like Mortgage Payments, with Tarisa SheltonJoin us as we explore the surprising similarities between life insurance premiums and mortgage payments, emphasizing how both offer long-term stability and equity growth. We're looking at the advantages of whole life insurance as a financial tool, from tax-free growth to death benefits, while comparing it to real estate investments and the peace of mind that comes with a fixed, guaranteed cost structure. Audio Production by Podsworth Media - https://podsworth.com 2025-04-1818 min
Without the Bank PodcastEp. 213 - Use It or Lose It, with Tarisa SheltonIn this episode, we dig into the theory of "use it or lose it" in infinite banking, exploring how neglecting your policy can limit its potential benefits. Through real-life stories and insights, we discuss the importance of actively using your policy to maximize cash flow, opportunities, and long-term financial success. Audio Production by Podsworth Media - https://podsworth.com 2025-04-1129 min
Without the Bank PodcastEp. 212 - Real Estate Views: Banks vs. Investors, w/ Tarisa SheltonIn this episode, we dive into the critical mindset shift of viewing real estate through the eyes of a banker. Let's unpack how banks extract infinite value from a single property and how investors can start doing the same using infinite banking strategies. Audio Production by Podsworth Media - https://podsworth.com 2025-04-0433 min
Without the Bank PodcastEp. 211 - Our Personal Real Estate Experiences, with Tarisa SheltonIn this episode, Tarisa is back and we are sharing our personal real estate investment experiences, including both successes and challenges. Join us as we discuss the complexities of selling properties, managing rentals, and get some valuable insights on leveraging liquid capital and policy loans for smarter investments. Audio Production by Podsworth Media - https://podsworth.com 2025-03-2834 min
Without the Bank PodcastEp. 210 - Having Equity in the Wrong Place, with Tarisa SheltonTarisa joins us to discuss the pitfalls of having equity tied up in the wrong places, especially when it comes to real estate and mortgages. We're exploring the risks of paying off a mortgage too quickly without considering liquidity options that can offer more flexibility. Tune in to learn why liquidity and smart money management can provide greater control and freedom in tough financial situations. Audio Production by Podsworth Media - https://podsworth.com 2025-03-2121 min
Without the Bank PodcastEp. 209 - How Nelson Nash's Real Estate Story is Relevant Today, with Tarisa SheltonTarisa is back this week to dive into Nelson Nash's real estate story and its relevance today. Listen in to discover the critical lessons from Nash's experiences with over-leveraging, the importance of financial control, and the necessity of maintaining control over your financial environment. Audio Production by Podsworth Media - https://podsworth.com 2025-03-1425 min
Without the Bank PodcastEp. 208 - Meet Tarisa SheltonLet's meet our newest team member, Tarisa Shelton, who shares her journey into Infinite Banking, her experiences, and how it has impacted her financial decisions. Tarisa discusses her background, real estate ventures, and personal use of policies. Tune in to meet Tarisa and learn how IBC can change financial perspectives and opportunities. Audio Production by Podsworth Media - https://podsworth.com 2025-03-0719 min
The Money Multiplier PodcastWomen in IBC: Empowering Financial Freedom with Tarisa SheltonIn this exciting first episode of our Women in Infinite Banking (IBC) series, I sit down with the inspiring Tarisa Shelton. We delve into her journey with IBC, exploring how she discovered this powerful financial tool and what motivated her to start. Tarisa shares her initial experiences, the challenges she faced in the financial world, and the key milestones and successes she has achieved along the way.
Together, we discuss the importance of financial literacy and independence for women, highlighting how IBC can be a transformative tool for achieving financial freedom. Tarisa addresses specific financial c...2024-06-1139 min
Beat The BanksWhy You Should be the Banker in Your Life with Tarisa SheltonKyle is joined by special guest, Tarisa Shelton, one of the youngest certified Infinite Banking Practitioners in the country. They dive into Tarisa's journey into the world of Infinite Banking, exploring how she discovered this financial paradigm shift and why it's essential for achieving financial success. Join them as they discuss the power of redirecting your money flow, creating a perpetual tailwind of wealth, and securing a brighter financial future for yourself and future generations. Don't miss out on this enlightening conversation about mastering your money and taking control of your financial destiny! Highlights 01:14 - Tarisa i...2023-10-1645 min
Wade Borth - Sage Wealth StrategyAn IBC Journey with Tarisa Shelton: Part 4In this final episode of the collaboration between Wade and Tarisa, they talk about the objections and misconceptions that come with the Infinite Banking Concept. They talk more about the difference between traditional banks and using your whole life policy to be your own banker. If you have reservations about IBC, this episode is for you. Tune in to get more clarity around becoming your own banker and the financial freedom you've dreamt of! Episode Highlights 02:56 The safety of traditional banks vs life insurance companies 06:21 Thinking long range and avoiding short-sighted, risk-prone decisions that banks...2023-07-2530 min
Wade Borth - Sage Wealth StrategyAn IBC Journey with Tarisa Shelton: Part 3Continuing this series with Wade and Tarisa, today, they talk about the journey that is IBC. It's about changing the rest of your life and how you go about that change. Not everyone's journey is going to look the same. We are driven by different goals and values but ultimately want the same financial freedom and control in our lives. Tune it to part three to hear more about the steps to start your journey and some of the questions you should be asking yourself along the way. Episode Highlights 00:50 The journey and evolution of thought...2023-07-1825 min
Wade Borth - Sage Wealth StrategyAn IBC Journey with Tarisa Shelton: Part 2For part two of this series, Wade and Tarisa discuss the client; who is the person coming to her and wanting to learn more? She often finds people are wanting more out of the financial part of their life which in turn leads them to wanting more out of life. Are they achieving their dreams and goals? How can IBC help them get further ahead and take more control? Take a listen today to see if you should be having a conversation about IBC! Episode Highlights 02:05 Tarisa's love for discussing financial matters with people who are...2023-07-1129 min
Wade Borth - Sage Wealth StrategyAn IBC Journey with Tarisa Shelton: Part 1Fellow IBC Practitioner Tarisa Shelton joins Wade today (and over the next few episodes) to share her journey into IBC. She shares about her past and watching her parents take the traditional finance route and how that affected their lives. Moving forward for herself, she wanted to learn how to better her financial success. This is when she learned about IBC. Tune in to listen to how easy it is to get started towards a better banking function in your life and the impact it will have on you, your family members, and other generations. Episode Highlights2023-07-0528 min