Life Gives To The Giver A Charitable Impact with John Bromley

Wealth Without Bay Street Infinite Banking Podcast

Featuring on episode 146 of Wealth Without Bay Street is John Bromley. John Bromley is the CEO and founder of Charitable Impact. He grew up with charity at the core of his family’s values. He started his career in corporate finance working with PwC and RBC Capital Markets and then went to work with his father, Blake Bromley. John recognised a need to make giving more accessible and more effective. With that in mind, John went on to launch Charitable Impact. Charitable Impact is a fully online DAF platform where you have an online bank account that processes cash & non-cash (Stocks, real estate, insurance, crypto etc) donations. Their Mission is to nurture the generosity within each person, and bring the resources for creating change in the world to everyone.

Life Gives To The Giver A Charitable Impact with John Bromley

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Dream Architecture: Build a Retirement Beyond What’s Possible with Brittany Anderson

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Joining us on episode 142 of Wealth Without Bay Street is Brittany Anderson. Brittany Anderson is the President and Shareholder of a top-ranked financial services firm, Sweet Financial Partners. Having more than a decade’s worth of experience in her field, she has taken her business building and team engaging insights, and has worked with CEO’s, Entrepreneurs, Business Owners, and Authors. Brittany is also the co-creator of the Ultimate Advisor Coaching and Ultimate Advisor Mastermind Platforms. Her insights have been featured in national media outlets such as the Huffington Post, Barron’s, Private Wealth Magazine, Soar to Success & Forbes magazine. She has shared her expertise through her contribution to three published books and will continue on with her love for writing as she is set to publish two additional books in 2022. As an influential speaker and author, Brittany Anderson has spoken at Million Dollar Round Table, Raymond James National Conference, EWAS and others on showing up each day to be more than a title, more than a label, and pursuing a life that fulfils their purpose.

Dream Architecture: Build a Retirement Beyond What’s Possible with Brittany Anderson

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How to live an EPIC Life and create an EPIC Business

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Back on episode 140 of Wealth Without Bay Street is Justin Breen. Justin is the founder and CEO of BrEpic Communications LLC, a PR firm that works exclusively with visionaries and exceptional businesses around the world. He has won dozens of editing and writing awards and is an author of countless viral stories. Justin is hard-wired to seek out and create viral, thought-provoking stories that the media craves, and he finds the best stories when he networks with visionary entrepreneurs and executives who understand the value of investing in themselves and their businesses. He has built an international network of extraordinary people and believes strongly in the power of introductions and creating important relationships through those introductions.

How to live an EPIC Life and create an EPIC Business

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Using An Artificial Intelligence Business

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Wealth Without Bay Street episode 138 Features Genady Knizhnik, a co-founder of Bot Publishing, he has helped to create a language learning platform called LillyPad, an innovative and unique take on the existing Digital Language learning industry combining the power of the most recommended path to achieve fluency with the latest AI technologies. LillyPad focuses on intermediate/advanced language learners who are underserved by the majority of existing applications.

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How Nelson Nash Solved a $2,607,409

Wealth Without Bay Street Infinite Banking Podcast

In episode 137 of the Wealth Without Bay Street podcast Jayson Lowe and Richard Canfield discuss how becoming your own banker can be financially freeing! Learn about how Nelson Nash solved a major financial problem and how this current period in financial history is similar to the period in which Nelson Nash found himself with financial troubles.

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Canada Pension Plan Loses $22 Billion, Will It Affect Me? | Henry Wong

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Episode 136 of the Wealth Without Bay Street podcast sees the return of Henry Wong. Henry is a professional CPA and Authorised Infinite Banking Practitioner. Today Richard and Henry discuss Canada Pension Plan and some of the recent disturbing news regarding major losses in their pension pool. Henry present’s data about the Canada Pension Plan and analyzes what could be in store for the future of CPP.

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Smith Manoeuvre With IBC

Wealth Without Bay Street Infinite Banking Podcast

Wealth Without Bay Street episode 135 featuresMonty Bhatia. Monty graduated from U of T as a Software Engineer and has been working in the Technology space for the past 20 years.  He is also a real estate salesperson, real estate investor and Smith Manoeuvre Certified Ambassador. Monty practices the Infinite Banking Concept as well as The Smith Manoeuvre personally.

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The Infinite Banking Concept Opens New Doorways

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Wealth Without Bay Street episode 134 featuring Carrie Johnson. Carrie has been a Certified Nail Technician for 19 years and an Educator for 17 years. She loves sharing and teaching new skills to people who are eager to learn. Carrie is also an enthusiastic learner and you can join us today to learn more about her journey with IBC, from how she got started with Jayson to joining the team!

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Entrepreneur Sells Amazon Store and Creates Two New Online Businesses

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Wealth Without Bay Street episode 133 features Nathan Hirsch. Nathan is a lifelong entrepreneur and currently the CEO of EcomBalance and Outsource School. Nathan started his first business in 2009 from his college dorm room buying and selling textbooks on Amazon. In the next 5 years, he expanded into other products and scaled it to over $25 million in total sales. 

After scaling his Amazon business and hiring hundreds of virtual assistants from sites like Upwork and Fiverr, he and his business partner, Connor Gillivan, co-founded and scaled FreeUp.net with an initial $5,000 investment to $12 million in yearly sales. FreeUp was acquired in 2019 by The Hoth. 

In 2020, Nathan co-founded Outsource School to offer his exact online hiring and management methods to business owners looking to build a remote team. Nathan scaled Outsource School to hundreds of members and it continues to grow today. 

In 2021, Nathan co-founded EcomBalance, an online bookkeeping service to help eCommerce business owners better master their finances and bookkeeping. After interviewing 100+ eCommerce business owners, it was clear that there was a need for a better solution in the market. Nathan decided to tackle it and the company is growing quickly. 

Originally from Massachusetts, Nathan is now a foster parent and lives in Denver, Colorado with his wife and two dogs. 

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Infinite Banking Policy Application Questions

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Wealth Without Bay Street episode 132 featuring Jennifer Wolfe, who recently started her journey with infinite banking and now helps others with theirs. Join us today with Richard Canfield and Vernon McCarty to discuss the infinite banking policy application process to make your journey easier. Learn about how to be prepared for your app, how long an application can take, what is an APS? And what steps to take after your policy is inforce.

Wealth Without Bay Street Guest Jennifer Wolfe

Canadian Real Estate Investors Tax Strategies

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Wealth Without Bay Street episode featuring Cherry Chan. Cherry is an entrepreneur, author, blogger, and mom of two young kids. Her accounting practice specializes in helping Real Estate Investors reach their investment goals. She started her real estate investment journey over 10 years ago by buying one student rental in her own name and then added two more in the same year. Now she co-owns multiple properties with her husband. Through her blog, she has been inspiring others to take charge of their lives, make changes and take action. Cherry is also a Best-Selling Author on Amazon for her book called “Complete Taxation Guide to Canadian Real Estate Investing". She can be reached via her website at RealEstateTaxTips.ca

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The original Canadian TFSA - Tax Free Saving Account

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In Wealth Without Bay Street episode 128 Richard Canfield is joined by IBC coach and Authorised Infinite Banking Practitioner, Vernon McCarty, as they talk about The Infinite Banking Concept and how Par Whole Life Insurance in Canada is the original Tax-Free Savings account. This is part one of the two part series so we hope you stay tuned!

Wealth Without Bay Street Vern McCarty

5 Ways To Reduce Taxes In Canada And Protect Your Wealth

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Wealth Without Bay Street EPISODE 127: Today’s episode features Henry Wong again. Henry is a professional CPA who also trains other CPA’s across Canada specializing in taxation and passing through the nationals exams. Today he uses the opportunity to help explain Canadian life insurance landmines that U.S. citizens can avoid. 

Henry chanced upon the book “Becoming Your Own Banker” and began to piece together all his knowledge of life insurance and financial accounting and soon began to pursue the journey of becoming his own banker. He now trains others as an accountant in how to build their own personal capital pool and manage their taxation through IBC. 

Wealth Without Bay Street Guest Henry Wong

Infinite Banking For Canadians A Self Sustaining System

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Wealth Without Bay Street EPISODE 126: Featuring on today’s episode is Mike Everett, one of the most passionate people you’ll ever meet about The Infinite Banking Concept, commonly known as IBC. As an Authorized Practitioner, the ONLY thing Mike does is help people learn, understand and utilize the unbelievable power of The Infinite Banking Concept through dividend-paying whole life insurance. As a result, he’s had the honor of becoming one of the premier IBC Coaches & Teachers in the country. One of Mike’s main goals is for you to utilize his knowledge and personal experience to enhance and grow your wealth systematically.

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Infinite Banking Conversations About Nelson Nash With Tim Yurek

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In episode 125 of the Wealth Without Bay Street podcast we welcome Tim Yurek, the founder and CEO of Tier 1 Capital, a leading national financial consulting firm. Over his 35+ year career, he has worked with thousands of families across the country helping them achieve their financial goals – like sending their children to college, purchasing a new home or property, planning for business succession and successfully navigating their way through all stages of their financial journey.

As the CEO of the company, Tim plays a foundational role in supporting the business. Everything from designing financial plans to identifying funding sources to implementing these plans and securing funding. All of this work is powered by the unique application of Tier 1 Capital’s Growth Process. Tim’s promise to clients is to help them truly experience financial freedom by using strategies that minimize risk, increase accessibility, and put them in control of their money.

Wealth Without Bay Street Guest Tim Yurek

USA Citizens In Canada Life Insurance Landmines

Wealth Without Bay Street Infinite Banking Podcast

In episode 124 of Wealth Without Bay Street we welcome back Henry Wong, a professional CPA and Authorized Infinite Banking practitioner. After discovering the book “Becoming Your Own Banker” Henry began to piece together his knowledge of financial accounting and PAR whole life insurance and soon began to pursue the journey of becoming his own banker. He now trains others as an accountant in how to build their own personal capital pool and manage their taxation through IBC.

In this episode Henry highlights some of the pitfalls for US Citizens in Canada when it comes to using Infinite Banking and the subsequent tax implications. Henry guides U.S. citizens through issues including Canada vs. U.S. Exempt Rules, Estate Tax, Excise Tax and how to identify and find a solution to some of these issues.

Wealth Without Bay Street Guest Henry Wong

Thinking Like a Bank Owner with Justin Craft

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On episode 123 of the Wealth Without Bay Street podcast we are joined by Justin Craft, President of Nowlin & Associates, a leading wealth management firm with over 40 years history in the Birmingham area.

Recognizing the change in the economic environment in 2008, Justin facilitated the business model change at Nowlin and Associates from a traditional wealth management firm to one that offers educational based introductions to current financial topics. He is a regular on radio talk shows, has hosted over 300 educational workshops and manages the company's training program. Recently he was elected to serve as chair for the nationally recognized Field Advisory Cabinet for Ameritas Financial Corp. He is passionate about financial education and his home city Birmingham and the city's potential.

In this episode justin will talk about his Journey With IBC, his relationship with our mentor Nelson Nash and how to help people who struggle with the idea of IBC by getting back to basics.

Wealth Without Bay Street Guest Justin Craft

7 Steps To Becoming Your Own Banker

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On episode 122 of Wealth Without Baystreet, Richard and Jayson walk you through the 7 easy steps that you can follow to become your own banker. Learn how to set yourself up on a strong foundation. How to really get the most from Nelson’s BYOB book by reading it the right way.

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Real Life Canada Market Crash Stories 2022 Protect Your Wealth

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In Wealth Without Bay Street Episode 121 Richard Canfield and Dan Allen share personal Canadian market crash stories they have each experienced from various market cycles. Dan reflects on his memory of the increasing interest rates in Canada during the early 1980s and a missed opportunity on oil company stock options.

 

Richard tells 3 warning tales of Canadian Real Estate market crashes that impacted him financially. How one property dropped in value almost ten times, negative cash flow and staging a coup for a condo board, and a warning for investors lending money on secured mortgages. Richard also shares how he just barely squeaked out of a private second mortgage deal where all of his capital was at the risk of loss.

Contrast all of that to the peaceful stress free nature of contractually growing cash values with The Infinite Banking Concept in Canada.

Wealth Without Bay Street Guest Dan Allen

Corporate Tax Landmines In Canada with Henry Wong

 Wealth Without Bay Street Infinite Banking Podcast

In Wealth Without Bay Street EPISODE 120 we feature Henry Wong. He explains how you, as a business owner, can avoid corporate tax landmines in Canada. Specifically, we discuss the dangers of Corporate Shareholder Borrowing and pledging a guarantee fee. If not done correctly and used as a retirement strategy it can leave the business owner and their family at substantial risk of a major tax event. 

Henry is a professional CPA and trains other CPAs across Canada specializing in taxation and passing through the national exams. He chanced upon the book “Becoming Your Own Banker” and began to piece together all his knowledge of life insurance and financial accounting and soon began to pursue the journey of becoming his own banker. Henry now trains others as an accountant in how to build their own personal capital pool and manage their taxation through IBC.

Listen the Podcast here:

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