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Podcast: Wealth Warehouse
Episode: Episode 189: Infinite Banking: What Should I Do With a Large Sum of Money?
Description: Visit our website:https://www.thewealthwarehousepodcast.com/This week, Dave and Paul unpack a common client question: “What should I do with a windfall?”Drawing from a recent mastermind with fellow IBC practitioners, they compare strategies for deploying a large lump sum while keeping smart liquidity: one-time PUA lump sums, using a Premium Deposit Fund (PDF Max) to prepay years of premiums, and sequencing dollars so outside cash flows (like note income) auto-fund new policies.Becoming Your Own Banker by Nelson Nash:https://infinitebanking.org/product/beco...