
Join David Befort and Paul Fugere on Episode 11 of the Wealth Warehouse. Objections to the infinite banking concept come from left and right. Whether it's a misunderstanding or just inhibition, David and Paul move you past those by debunking the common objections that stop people from discovering IBC. In this episode, David and Paul answer questions like, why would I pay interest to an insurance company to borrow my own money? Do insurance companies keep all my built-up cash value after death? Am I too old for IBC? And so forth!
In this episode you will learn:
1. The misunderstanding of how life insurance works
2. In life insurance, the death benefit is the asset
3. Cash value is what the insurance company is willing to pay you to walk away from the contract
4. You are not too old for IBC!
5. Comparing Mutual funds to whole life insurance is an apples-to-oranges comparison
6. and so much more!
About your hosts:
David Befort and Paul Fugere are the hosts of the Wealth Warehouse Podcast. David is the Founder/CEO of Max Performance Financial. He founded the company with the mission of educating people on the truths about money. David's mission is to show you how you can control your own money, earn guarantees, grow it tax-free, and maintain penalty-free access to it to leverage for opportunities that will provide passive income for the rest of your life.
Paul, on the other hand, is an Active Duty U.S. Army officer who graduated from Norwich University in 2002 with a B.A. in History and again in 2012 with a MA in Diplomacy and International Terrorism. Paul met his wife Tammy at Norwich.
As a family, they enjoy boating, traveling, sports, hunting, automobiles, and are self-proclaimed food people.
Catch up with David and Paul on:
Website: https://infinitebanking.org/agents/Fugere494 (https://infinitebanking.org/agents/Fugere494)
https://infinitebanking.org/agents/Befort399 (https://infinitebanking.org/agents/Befort399)
LinkedIn: https://www.linkedin.com/in/david-a-befort-jr-09663972/ (https://www.linkedin.com/in/david-a-befort-jr-09663972/)
https://www.linkedin.com/in/paul-fugere-762021b0/ (https://www.linkedin.com/in/paul-fugere-762021b0/)
Email: [email protected]
May 2, 2022
25 min

Join David Befort and Paul Fugere on Episode 10 of the Wealth Warehouse. Can the infinite banking concept eliminate your debt? With an astounding 'yes!' David and Paul explain how eliminating debt through IBC can mean as easy as changing the pattern of how your money flows. In this episode, David and Paul lay down how you can retain your cash value permanently instead of giving it away permanently.
In this episode you will learn:
It's all about your spending pattern
Your policy keeps your money, provides you benefits, and is working for you forever
Some people just don't know better where to put their capital
Paul Fugere – about a client with a buuuunch of debt
So does IBC mean more debt to pay for debt?
and so much more!
About your hosts:
David Befort and Paul Fugere are the hosts of the Wealth Warehouse Podcast. David is the Founder/CEO of Max Performance Financial. He founded the company with the mission of educating people on the truths about money.
David's mission is to show you how you can control your own money, earn guarantees, grow it tax-free, and maintain penalty-free access to it to leverage for opportunities that will provide passive income for the rest of your life.
Paul, on the other hand, is an Active Duty U.S. Army officer who graduated from Norwich University in 2002 with a B.A. in History and again in 2012 with a MA in Diplomacy and International Terrorism. Paul met his wife Tammy at Norwich.
As a family, they enjoy boating, traveling, sports, hunting, automobiles, and are self-proclaimed food people.
Catch up with David and Paul on:
Website: https://infinitebanking.org/agents/Fugere494 (https://infinitebanking.org/agents/Fugere494)
https://infinitebanking.org/agents/Befort399 (https://infinitebanking.org/agents/Befort399)
LinkedIn: https://www.linkedin.com/in/david-a-befort-jr-09663972/ (https://www.linkedin.com/in/david-a-befort-jr-09663972/)
https://www.linkedin.com/in/paul-fugere-762021b0/ (https://www.linkedin.com/in/paul-fugere-762021b0/)
Email: [email protected]
Survivor Benefit Plan Summary:
https://militarypay.defense.gov/Benefits/Survivor-Benefit-Program/Overview/ (https://militarypay.defense.gov/Benefits/Survivor-Benefit-Program/Overview/)
Self-directed IRA Summary:
https://www.investopedia.com/terms/s/self-directed-ira.asp (https://www.investopedia.com/terms/s/self-directed-ira.asp)
Apr 25, 2022
27 min

Join David Befort and Paul Fugere on Episode 10 of the Wealth Warehouse. In part 2 of this bid-your-middle-class-mindset-goodbye special, David and Paul simplify how the infinite banking concept helps make your money function differently. Today, David and Paul discuss what accumulation theory is, the biggest fallacies when it comes to investing, and the top issues that pose a challenge to the wealth of the middle class.
In this episode you will learn:
With 401(k)s, you have to make sure you don't live too long!
Paul and Dave’s personal definitions of “wealth”
How making money is viewed by the wealthy and the middle class
How IBC can improve what you are already doing
and so much more!
About your hosts:
David Befort and Paul Fugere are the hosts of the Wealth Warehouse Podcast. David is the Founder/CEO of Max Performance Financial. He founded the company with the mission of educating people on the truths about money.
David's mission is to show you how you can control your own money, earn guarantees, grow it tax-free, and maintain penalty-free access to it to leverage for opportunities that will provide passive income for the rest of your life.
Paul, on the other hand, is an Active Duty U.S. Army officer who graduated from Norwich University in 2002 with a B.A. in History and again in 2012 with a MA in Diplomacy and International Terrorism. Paul met his wife Tammy at Norwich.
As a family, they enjoy boating, traveling, sports, hunting, automobiles, and are self-proclaimed food people.
Catch up with David and Paul on:
Website: https://infinitebanking.org/agents/Fugere494 (https://infinitebanking.org/agents/Fugere494)
https://infinitebanking.org/agents/Befort399 (https://infinitebanking.org/agents/Befort399)
LinkedIn: https://www.linkedin.com/in/david-a-befort-jr-09663972/ (https://www.linkedin.com/in/david-a-befort-jr-09663972/)
https://www.linkedin.com/in/paul-fugere-762021b0/ (https://www.linkedin.com/in/paul-fugere-762021b0/)
Email: [email protected]
Apr 18, 2022
28 min

Join David Befort and Paul Fugere on Episode 9 of the Wealth Warehouse. In part 1 of this special, David and Paul answer, "is middle class your socio-economic status or your mindset?" When we study the way the wealthy think, it's not hard to see how an abundance mindset has set them apart. Here, David and Paul discuss where your mindset shift should start and how the wealthy view markets, risks, money management, debt, etc.
In this episode you will learn:
Education is step #1 in everything
Majority of people are capable of managing their own wealth
What is risk tolerance?
The questions to ask yourself to start chaning your mindset
Are your views on debt holding you back?
and so much more!
About your hosts:
David Befort and Paul Fugere are the hosts of the Wealth Warehouse Podcast. David is the Founder/CEO of Max Performance Financial. He founded the company with the mission of educating people on the truths about money.
David's mission is to show you how you can control your own money, earn guarantees, grow it tax-free, and maintain penalty-free access to it to leverage for opportunities that will provide passive income for the rest of your life.
Paul, on the other hand, is an Active Duty U.S. Army officer who graduated from Norwich University in 2002 with a B.A. in History and again in 2012 with a MA in Diplomacy and International Terrorism. Paul met his wife Tammy at Norwich.
As a family, they enjoy boating, traveling, sports, hunting, automobiles, and are self-proclaimed food people.
Catch up with David and Paul on:
Website: https://infinitebanking.org/agents/Fugere494 (https://infinitebanking.org/agents/Fugere494)
https://infinitebanking.org/agents/Befort399 (https://infinitebanking.org/agents/Befort399)
LinkedIn: https://www.linkedin.com/in/david-a-befort-jr-09663972/ (https://www.linkedin.com/in/david-a-befort-jr-09663972/)
https://www.linkedin.com/in/paul-fugere-762021b0/ (https://www.linkedin.com/in/paul-fugere-762021b0/)
Email: [email protected]
Apr 11, 2022
26 min

Join David Befort and Paul Fugere on Episode 8 of the Wealth Warehouse. In this episode, David and Paul open the floor to discuss a topic that never fails to stir up much emotion from people — 401(k)s. For the two, most people are smart enough to manage their own wealth, but with conditioning, we've been made to believe that doing so is out of our league. Here, David and Paul discuss why qualified plans were created, how inflation decreases the value of retirement accounts, who controls your 401(k), and more.
In this episode you will learn:
Income tax was established at the same time as the Federal Reserve
When making your plan, factor in inflation
You're not the one who controls your 401(k)
David and Paul – on required minimum distributions
Taxes are at historically low levels, but…
and so much more!
About your hosts:
David Befort and Paul Fugere are the hosts of the Wealth Warehouse Podcast. David is the Founder/CEO of Max Performance Financial. He founded the company with the mission of educating people on the truths about money.
David's mission is to show you how you can control your own money, earn guarantees, grow it tax-free, and maintain penalty-free access to it to leverage for opportunities that will provide passive income for the rest of your life.
Paul, on the other hand, is an Active Duty U.S. Army officer who graduated from Norwich University in 2002 with a B.A. in History and again in 2012 with a MA in Diplomacy and International Terrorism. Paul met his wife Tammy at Norwich.
As a family, they enjoy boating, traveling, sports, hunting, automobiles, and are self-proclaimed food people.
Catch up with David and Paul on:
Website: https://infinitebanking.org/agents/Fugere494 (https://infinitebanking.org/agents/Fugere494)
https://infinitebanking.org/agents/Befort399 (https://infinitebanking.org/agents/Befort399)
LinkedIn: https://www.linkedin.com/in/david-a-befort-jr-09663972/ (https://www.linkedin.com/in/david-a-befort-jr-09663972/)
https://www.linkedin.com/in/paul-fugere-762021b0/ (https://www.linkedin.com/in/paul-fugere-762021b0/)
Email: [email protected]
Survivor Benefit Plan Summary:
https://militarypay.defense.gov/Benefits/Survivor-Benefit-Program/Overview/ (https://militarypay.defense.gov/Benefits/Survivor-Benefit-Program/Overview/)
Self-directed IRA Summary:
https://www.investopedia.com/terms/s/self-directed-ira.asp (https://www.investopedia.com/terms/s/self-directed-ira.asp)
Apr 4, 2022
27 min

Join David Befort and Paul Fugere on Episode 7 of the Wealth Warehouse. In this episode, David and Paul talk about the post-military life insurance options available to military members. David shares an excellent case study about how a military friend who funded an annual premium for a specially designed whole life policy made $100k happen by his retirement. Aside from that, they also touch on soldier group life insurances, survivor benefit plans, why transitioning members shouldn't cut themselves short, and what the 'go-to-hell' fund means.
In this episode you will learn:
What is SGLI?
On Survivor Benefit Plans and Surviving Spouses
Many service members in their prime live too much off on their pension
What a senior service member would tell a young member regarding money
How can you say 'no' from a place of strength?
and so much more!
About your hosts:
David Befort and Paul Fugere are the hosts of the Wealth Warehouse Podcast. David is the Founder/CEO of Max Performance Financial. He founded the company with the mission of educating people on the truths about money.
David's mission is to show you how you can control your own money, earn guarantees, grow it tax-free, and maintain penalty-free access to it to leverage for opportunities that will provide passive income for the rest of your life.
Paul, on the other hand, is an Active Duty U.S. Army officer who graduated from Norwich University in 2002 with a B.A. in History and again in 2012 with a MA in Diplomacy and International Terrorism. Paul met his wife Tammy at Norwich.
As a family, they enjoy boating, traveling, sports, hunting, automobiles, and are self-proclaimed food people.
Catch up with David and Paul on:
Website: https://infinitebanking.org/agents/Fugere494 (https://infinitebanking.org/agents/Fugere494)
https://infinitebanking.org/agents/Befort399 (https://infinitebanking.org/agents/Befort399)
LinkedIn: https://www.linkedin.com/in/david-a-befort-jr-09663972/ (https://www.linkedin.com/in/david-a-befort-jr-09663972/)
https://www.linkedin.com/in/paul-fugere-762021b0/ (https://www.linkedin.com/in/paul-fugere-762021b0/)
Email: [email protected]
Survivor Benefit Plan Summary:
https://militarypay.defense.gov/Benefits/Survivor-Benefit-Program/Overview/ (https://militarypay.defense.gov/Benefits/Survivor-Benefit-Program/Overview/)
Self-directed IRA Summary:
https://www.investopedia.com/terms/s/self-directed-ira.asp (https://www.investopedia.com/terms/s/self-directed-ira.asp)
Mar 28, 2022
28 min

Join David Befort and Paul Fugere on Episode 6 of the Wealth Warehouse. In this episode, David and Paul share their favorites and the highlights of the recent 2022 IBC Annual Think Tank. If the infinite banking process is not a product, what is it? Here, David and Paul discuss the takeaways from Jayson Lowe's presentation on family banking, how IBC applies to large cases in real estate, what the most important part of the IBC process is, and more.
In this episode you will learn:
In family banking, the new generation benefits.
An average person can take 20 years to be financially free
If your money has to reside somewhere, why not in your own bank?
IBC is a process; it's not a product!
Why reading Becoming Your Own Banker cannot be stressed enough
and so much more!
About your hosts:
David Befort and Paul Fugere are the hosts of the Wealth Warehouse Podcast. David is the Founder/CEO of Max Performance Financial. He founded the company with the mission of educating people on the truths about money.
David's mission is to show you how you can control your own money, earn guarantees, grow it tax-free, and maintain penalty-free access to it to leverage for opportunities that will provide passive income for the rest of your life.
Paul, on the other hand, is an Active Duty U.S. Army officer who graduated from Norwich University in 2002 with a B.A. in History and again in 2012 with a MA in Diplomacy and International Terrorism. Paul met his wife Tammy at Norwich.
As a family, they enjoy boating, traveling, sports, hunting, automobiles, and are self-proclaimed food people.
Catch up with David and Paul on:
Website: https://infinitebanking.org/agents/Fugere494 (https://infinitebanking.org/agents/Fugere494)
https://infinitebanking.org/agents/Befort399 (https://infinitebanking.org/agents/Befort399)
LinkedIn: https://www.linkedin.com/in/david-a-befort-jr-09663972/ (https://www.linkedin.com/in/david-a-befort-jr-09663972/)
https://www.linkedin.com/in/paul-fugere-762021b0/ (https://www.linkedin.com/in/paul-fugere-762021b0/)
Email: [email protected]
Mar 21, 2022
25 min

Join David Befort and Paul Fugere on Episode 5 of the Wealth Warehouse. In this episode, David and Paul talk about the practical, real-world applications of the infinite banking concept. After understanding the concept of IBC, most clients typically find themselves stuck in the 'now-what' phase. Today, after David shares how he utilized saved-up cash value in his earlier projects in real estate, Paul tells a story of how the infinite banking concept changed the financial trajectory of one of his childhood friend's life.
In this episode you will learn:
· David Befort – on his first house flipping experience
· What if you just funnel all your money into an IRA?
· Some employers don't allow employees access to their own plans
· Paul Fugere – on working on a highly-motivated childhood friend's financials
· What do banks base on when approving loans?
· and so much more!
About your hosts:
David Befort and Paul Fugere are the hosts of the Wealth Warehouse Podcast. David is the Founder/CEO of Max Performance Financial. He founded the company with the mission of educating people on the truths about money.
David's mission is to show you how you can control your own money, earn guarantees, grow it tax-free, and maintain penalty-free access to it to leverage for opportunities that will provide passive income for the rest of your life.
Paul, on the other hand, is an Active Duty U.S. Army officer who graduated from Norwich University in 2002 with a B.A. in History and again in 2012 with a MA in Diplomacy and International Terrorism. Paul met his wife Tammy at Norwich.
As a family, they enjoy boating, traveling, sports, hunting, automobiles, and are self-proclaimed food people.
Catch up with David and Paul on:
https://infinitebanking.org/agents/Fugere494 (Website):
https://infinitebanking.org/agents/Fugere494 (https://infinitebanking.org/agents/Fugere494)
https://infinitebanking.org/agents/Befort399 (https://infinitebanking.org/agents/Befort399)
LinkedIn:
https://www.linkedin.com/in/david-a-befort-jr-09663972/ (https://www.linkedin.com/in/david-a-befort-jr-09663972/)
https://www.linkedin.com/in/paul-fugere-762021b0/ (https://www.linkedin.com/in/paul-fugere-762021b0/)
Email: [email protected]
Mar 14, 2022
29 min

Join David Befort and Paul Fugere on Episode 4 of the Wealth Warehouse. In this episode, David and Paul talk about the pros and cons of the infinite banking concept. Right after sharing a quick opinion on new year's resolutions, the two follow it up by discussing the common deterrents to getting into the IBC and what the IBC proffers in terms of insurance, guaranteed growth, and dividends. Later in the episode, Paul also explains why the IBC is not an 'either-or' type of thing.
In this episode you will learn:
What people initially think of when encountering the IBC
Having a long-term perspective is a must to infinite banking
Wall Street doesn't affect your policy
The 9th Wonder of the World – Uninterrupted Compound Growth
About the book, The AND Asset by Caleb Guilliams
and so much more!
About your hosts:
David Befort and Paul Fugere are the hosts of the Wealth Warehouse Podcast. David is the Founder/CEO of Max Performance Financial. He founded the company with the mission of educating people on the truths about money.
David's mission is to show you how you can control your own money, earn guarantees, grow it tax-free, and maintain penalty-free access to it to leverage for opportunities that will provide passive income for the rest of your life.
Paul, on the other hand, is an Active Duty U.S. Army officer who graduated from Norwich University in 2002 with a B.A. in History and again in 2012 with a MA in Diplomacy and International Terrorism. Paul met his wife Tammy at Norwich.
As a family, they enjoy boating, traveling, sports, hunting, automobiles, and are self-proclaimed food people.
Catch up with David and Paul on:
Website: https://infinitebanking.org/agents/Fugere494 (https://infinitebanking.org/agents/Fugere494)
https://infinitebanking.org/agents/Befort399 (https://infinitebanking.org/agents/Befort399)
LinkedIn: https://www.linkedin.com/in/david-a-befort-jr-09663972/ (https://www.linkedin.com/in/david-a-befort-jr-09663972/)
https://www.linkedin.com/in/paul-fugere-762021b0/ (https://www.linkedin.com/in/paul-fugere-762021b0/)
Email: [email protected]
Mar 7, 2022
36 min

Join David Befort and Paul Fugere on Episode 3 of the Wealth Warehouse. In this episode, David and Paul explain how to achieve sweaty wads of dripping wet cash.
About your hosts:
David Befort and Paul Fugere are the hosts of the Wealth Warehouse Podcast. David is the Founder/CEO of Max Performance Financial. He founded the company with the mission of educating people on the truths about money.
David's mission is to show you how you can control your own money, earn guarantees, grow it tax-free, and maintain penalty-free access to it to leverage for opportunities that will provide passive income for the rest of your life.
Paul, on the other hand, is an Active Duty U.S. Army officer who graduated from Norwich University in 2002 with a B.A. in History and again in 2012 with a MA in Diplomacy and International Terrorism. Paul met his wife Tammy at Norwich.
As a family, they enjoy boating, traveling, sports, hunting, automobiles, and are self-proclaimed food people.
Catch up with David and Paul on:
Website: https://infinitebanking.org/agents/Fugere494 (https://infinitebanking.org/agents/Fugere494)
https://infinitebanking.org/agents/Befort399 (https://infinitebanking.org/agents/Befort399)
LinkedIn: https://www.linkedin.com/in/david-a-befort-jr-09663972/ (https://www.linkedin.com/in/david-a-befort-jr-09663972/)
https://www.linkedin.com/in/paul-fugere-762021b0/ (https://www.linkedin.com/in/paul-fugere-762021b0/)
Email: [email protected]
Feb 28, 2022
29 min
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