Jim Oliver - Infinite Banking and Creating Generational Wealth

Key Takeaways

Engaging with individuals from booking agencies facilitates networking and relationship-building opportunities.

Create passive revenue by leveraging borrowed funds for real estate acquisitions.

Seize control of your financial needs through self-banking, bridging borrowing and saving.

Harness loans from insurance policies for enhanced financial flexibility and investment prospects.

Utilize insurance contracts to borrow against and invest in real estate, maximizing returns.

Realize tax benefits through cost segregation and depreciation strategies in real estate.

Timeline

[00:41] Intro to Podcast

[02:30] Intro to episode guest

[04:36] One word that describes Jim personally and professionally.

[09:11] Jim shares his history and how he got to what he is doing today.

[21:50] What is the difference between me putting money in this versus me putting money in my self-directed IRA so that I can still go and put money in an asset? 

[23:52] If I deposit $100,000 for a whole life policy and this program today, how soon can I access the funds?

[26:10] What is the cash drag in the first year?

Contact 

Email: jimoliver@createtailwind.com

Website: createtailwind.com

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Stewart Heath - Building Wealth with Cash-Flowing Real Estate

Key Takeaways

Real estate investing offers opportunities for generating short-term cash flow and long-term wealth.

Building trust is crucial in real estate deals, and it takes time to build but can be lost in an instant.

Cash-flowing properties, particularly stabilized ones, are a strong foundation for building wealth.

The self-storage and medical office space can be resilient investments with consumer-facing tenants.

Office space in central business districts might face challenges, but suburban office spaces can perform well.

Timeline

[00:39] Intro to Podcast

[03:10] Intro to episode guest

[04:12] One word that describes Stewart personally and professionally.

[05:28] Stewart talks about his background and how he got to where he is at today.

[07:45] Let’s talk a little bit about your strategy around building wealth.

[10:43] Stewart explains the office space and its six sub-categories.

[14:51] Do you invest in self-storage properties in the Huntsville market since it's an area with great potential and you've already owned units there?

[19:28] How’s capital raising efforts today?

[21:08] Stewart talks about where their passive investor come from.

Contact 

Email: stewart.heath@harvardgrace.com

Website: harvardgracecapital.com & harvardgrace.com

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