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Acquiring Businesses with Domenic Rinaldi

In this episode, Jim Oliver and Domenic Rinaldi discuss: Market acquisition strategies and owner engagement of potential sellers. The new client interview process and how to identify a buyer’s goals and interests. The flexible terms of SBA loans and the average rate of returns for small business transactions. Key Takeaways: SBA loans offer more flexible terms over conventional loans, including …

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Cash Flow Through Collaborative Real Estate Investments with Hunter Thompson

In this episode, Jim Oliver and Hunter Thompson discuss: Investing in real estate and what types of property are in demand even when the economy is down What institutional-grade property is and how you can invest in it The risks and rewards of passive versus active investments Key Takeaways: Diversify so that even when the economy is down your overall …

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Wealth Can’t Wait with David Osborn

In this episode, Jim Oliver and David Osborn discuss:   The concept of two sides of the river and the risks of never crossing to the other side. The importance of working through others and hiring team members who want to make a difference and put in the effort. Negative thinking and the importance of goal setting and visualization. Key Takeaways:   …

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Clarifying Your Story: Amplify Your Impact & Simplify Your Life with Park Howell

In this episode, Jim Oliver and Park Howell discuss:   The proven Story Cycle system implementation and clarifying your story. How transitioning a corporation’s brand through storytelling results in substantial growth.   Understanding the ten steps in the Story Cycle and how to elevate your brand.      Key Takeaways:   The Goodwill Store, telling their brand story increased its growth by 400% …

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Back to the Basics: Becoming Your Own Banker

In this episode, Jim Oliver and Nick Kosko discuss:   The continued and ongoing relevance of Becoming Your Own Banker by R. Nelson Nash.   The importance of understanding the process of banking and its importance to our wellbeing.  The financial principles of the grocery store.  Key Takeaways:   The amount of control that you take over your finances determines how successful you are, how …

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Kerry Lutz: Government Intervention

In this episode, Jim Oliver and Kerry Lutz discuss: Governmental intervention and the disasters that often occur. Government’s persuasion by environmentalists and the resulting devastation of the Northern California wildfires. How the youngest generation’s lack of financial education is contributing to enslavement by banks and the government. Key Takeaways: Always live beneath your means as there will become a day …

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Giuseppe Grammatico: The Franchise Consultant

In this episode, Jim Oliver and Giuseppe Grammatico discuss:   The “Why” behind beginning a business and its importance as a first step. The strategic advantages of purchasing a franchise rather then starting a business independently. Understanding the process of entering the franchise ownership market and finding the right fit. Key Takeaways:   The basic financial investment for a franchise is $35k to …

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Back to Page 45 and Infinite Banking w/ Nick Kosko

In this episode, Jim Oliver and Nick Kosko discuss: The continued and ongoing relevance of Becoming Your Own Banker by R. Nelson Nash. Asking your own “compared to what” scenarios. The CD Sister versus the IBC Sister. The universality of Infinite Banking for everyone. Key Takeaways: Everyone has money flowing through their hands- how are you going to use your imagination and …

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The Advantages of Investing in Real Estate & How to Get Started w/ Mike Conlon

Breakaway Wealth: Episode 21 – One of the most powerful paths to financial freedom is real estate, and just about anybody can do it. What are some of the misconceptions people have about investing? Why is raising money for real estate a lot easier than people think? What are the biggest mistakes investors make? On this episode, real estate investor, …

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Infinite Banking 101

Breakaway Wealth: Episode 20 – In the IBC system, there are different levels at which you can make use of your own bank to help you build wealth. What is one basic plan you can implement? How do you implement the more advanced fundamentals of the system? ​ On this episode, Nick Kosko and I discuss IBC strategies that can …

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How to Identify Misinformation & Avoid Conforming to the Herd

Breakaway Wealth: Episode 18 – If your goal is to achieve financial freedom, you’re probably already aware that you need separate yourself from the conventional path. The difficulty lies in the fact that so much of the information we receive is intended to keep us in line with the status quo. How do you identify the misinformation? Are there ways …

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Un-Learning What the Finance Industry Taught Us w/Daniel Ameduri

Breakaway Wealth: Episode 17 – Most of what we know about making money has been taught to us by successful people. Have those people ever found themselves in difficult situations? How did they get out of their financial predicaments? Can we use their mistakes as part of our learning process? On this episode, I talk with Daniel Ameduri, author at Future …

Why The Game is Rigged

Breakaway Wealth: Episode 17 – Most financial service providers gain clients by promising benefits to help you in retirement. However, they’re not putting anyone on a sustainable path that will ensure constant passive income. What systems can you use to your advantage to avoid ending up on a downward spiral from retirement age? Are there any ways to use your money, invest, …

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Learning from Mistakes and Investing the Right Way w/Paul Moore

Breakaway Wealth: Episode 16 – We often hear about journeys to success, but we don’t always hear about the pitfalls along the way. What advice can we take from those who have “made it” despite the challenges? Which regrets should we be paying attention to? What advice could help you when it comes to real estate investing? On this episode I talk …

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How Pat Hiban Built 42 Streams of Passive Income & Broke Away From the System

Breakaway Wealth: Episode 15 – The mainstream model of building wealth is basically waiting for an advisor to make money for you. This doesn’t empower you or allow you to participate in your own path to financial freedom. Why is real estate investment one of the best ways to add a stream of income, especially if you already work in real estate? …

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Mapping the Way to Financial Freedom

Breakaway Wealth: Episode 14 – As we get into action for our 2019 goals, it’s important to have a clear vision of the path we’re taking. What are some of the key concepts for attaining financial freedom? Why is it so important for us to be surrounded by the right people? How do we determine our financial goals for the year? …

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The Strangest Secret

Breakaway Wealth: Episode 13 – Everyone wants to be successful, but very few people are actually able to turn those dreams into reality. Why is there such a large disparity between what people want to do and what they accomplish? What is the reason for so much failure, disappointment, and stagnancy? Why do people with goals often succeed in life? On this …

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Uninterrupted Compounding & Lost Opportunity Cost w/Steve Scollard

Breakaway Wealth: Episode 12 – There is nothing greater in finance than the constant compounding of our money, but keeping money in our checking or savings account prevents this effect. How do our accounts keep us from compounding? Why are permanent insurance contracts the solution to this? On this episode, Steve Scollard shares why constant compounding and lost opportunity cost are …

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10 Steps for Setting Goals Successfully

Breakaway Wealth: Episode 11 – As we head into a new year, we naturally start thinking of the things we’d like to achieve. In order to make these things happen, we need to set goals. What are some of the missing links that make it hard for people to turn aspirations into reality? What is the difference between manipulative and attainable …

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Why Vehicle Financing Is a Trap & How to Escape It

Breakaway Wealth: Episode 10 – Every year around the holidays, car dealerships and vehicle manufacturers become very “giving” with 0% interest deals, but what is their real reason for doing this? If they are giving us zero interest, how are they making any money? Is saving up for a car and buying it with cash a better option? On this episode, …

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How “The Go-Giver” Changed My Life & Business w/Nick Kosko

Breakaway Wealth: Episode 9 – What the world tells us about how to sell and work is framed on taking and getting— but this isn’t the true path to fulfilling, lasting and impactful success. Why is it so important to focus on giving and serving? How do we learn how to give for the right reasons? What are the steps to …

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IBC vs. The Stock Market: How to Create Financial Freedom With Peace of Mind w/Matthew Anderson

Breakaway Wealth: Episode 6 – Many people opt for stocks as their vehicle to financial freedom, but this comes with risks. What are some of the ways the Infinite Banking Concept beats any stock? What is the difference between stock insurance companies and mutual insurance companies? Does a perfect investment exist? On this episode, Matthew Anderson shares on working towards financial freedom …

How Advertising Gets Money to Flow Away From Us

Breakaway Wealth: Episode 4 – There’s an unseen game that’s letting money flow away from us. What institutions are making it impossible for us to see our money, and how do they do it? How are our wealth-building efforts being affected by some of the fees we’re paying? What is velocity of money, and why is it so powerful? On this …