The Cashflow Chronicles

📺 If you’re ready to learn more watch our full Save & Spend System Overview Here:→ https://legacylifeprocess.com/save-and-spend-system⁠⁠⁠If you'd like more information on how you too can start the journey of Becoming Your Own Banker, or you have questions and you'd like to chat, feel free to visit our website & book a Free Consultation now!Watch my whole Infinite Banking Playlist here:https://www.youtube.com/playlist?list=PLPFOpSOEjJzR98aL5DB-akN2OCa7hjw_d📞 Book a Free Cash Consultation Callhttps://calendly.com/shawnksfg/infinite-banking👇Book a Free Call with Legacy Lock to Learn more about Trusts → ⁠https://go.mylegacylock.com/cfc📥 Download the FREE Legacy Builder Outline → https://legacylifeprocess.com/legacy-builder-outline📲 ⁠⁠⁠⁠Download the FREE Budget Template → https://legacylifeprocess.com/budget-template-and-training🌐 Website: https://legacylifeandretirement.com/📚 Purchase a copy of Becoming Your Own Banker: Amazon - https://a.co/d/3YmEAoEAll Social Media & Podcast Linkshttps://linktr.ee/legacylifeandretirement📧 EmailShawn@thecashcompound.com

📺 If you’re ready to learn more watch our full Save & Spend System Overview Here:→ https://legacylifeprocess.com/save-and-spend-system⁠⁠⁠If you'd like more information on how you too can start the journey of Becoming Your Own Banker, or you have questions and you'd like to chat, feel free to visit our website & book a Free Consultation now!Watch my whole Infinite Banking Playlist here:https://www.youtube.com/playlist?list=PLPFOpSOEjJzR98aL5DB-akN2OCa7hjw_d📞 Book a Free Cash Consultation Callhttps://calendly.com/shawnksfg/infinite-banking👇Book a Free Call with Legacy Lock to Learn more about Trusts → ⁠https://go.mylegacylock.com/cfc📥 Download the FREE Legacy Builder Outline → https://legacylifeprocess.com/legacy-builder-outline📲 ⁠⁠⁠⁠Download the FREE Budget Template → https://legacylifeprocess.com/budget-template-and-training🌐 Website: https://legacylifeandretirement.com/📚 Purchase a copy of Becoming Your Own Banker: Amazon - https://a.co/d/3YmEAoEAll Social Media & Podcast Linkshttps://linktr.ee/legacylifeandretirement📧 EmailShawn@thecashcompound.com

📺 If you’re ready to learn more watch our full Save & Spend System Overview Here:→ https://legacylifeprocess.com/save-and-spend-system⁠⁠⁠Recently I was blessed to sit down and share my infinite banking journey with the team over at the Nelson Nash Institute. Although not as extensive as some in the space I can attest that this concept has completely changed the trajectory of my life and my families lives for what I believe to be generations to come. I can not begin to express my gratitude for what Nelson created and what his family has continued on. I may not be the oldest or the wisest practitioner out there. But I promise you won't find anyone that care more than I do. Thank you so much to Leigh and David for having me on the show. Make sure you are following both the Nelson Nash youtube channel and the Infinite Banking Initiative Podcast Listed belowYoutube:https://www.youtube.com/@UCwHyE9ftq4f5T_DF6o91Icw Apple Podcast:https://podcasts.apple.com/us/podcast/infinite-banking-initiative-ibi/id1788943766If you'd like more information on how you too can start the journey of Becoming Your Own Banker, or you have questions and you'd like to chat, feel free to visit our website & book a Free Consultation now!Watch my whole Infinite Banking Playlist here:https://www.youtube.com/playlist?list=PLPFOpSOEjJzR98aL5DB-akN2OCa7hjw_d📞 Book a Free Cash Consultation Callhttps://calendly.com/shawnksfg/infinite-banking👇Book a Free Call with Legacy Lock to Learn More about Trusts → ⁠https://go.mylegacylock.com/cfc📥 Download the FREE Legacy Builder Outline → https://legacylifeprocess.com/legacy-builder-outline📲 ⁠⁠⁠⁠Download the FREE Budget Template → https://legacylifeprocess.com/budget-template-and-training🌐 Website: https://legacylifeandretirement.com/📚 Purchase a copy of Becoming Your Own Banker: Amazon - https://a.co/d/3YmEAoEAll Social Media & Podcast Linkshttps://linktr.ee/legacylifeandretirement📧 EmailShawn@thecashcompound.com

📺 Watch the full Save & Spend System Overview→ ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://legacylifeprocess.com/save-and-spend-system⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Most people are told to pile six months of expenses into a savings account “for emergencies” and then stop there—but no one ever asks what that money is actually doing while it just sits. In this episode, I break down why traditional emergency funds quietly lose purchasing power to inflation, create a false tradeoff between safety and progress, and keep you stuck in financial limbo. We’ll talk about how to store emergency capital so it stays liquid, protected, and productive at the same time, and how Infinite Banking can turn your “just in case” cash into part of a real long-term strategy. If you’re ready for your emergency fund to work with your goals instead of against them, this one’s for you.📞 Book a Free Cash Consultation Call with Shawn → ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://calendly.com/shawnksfg/infinite-banking⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Book a Free Call with our Team at Legacy Lock to Learn More about starting a Trust → ⁠⁠https://go.mylegacylock.com/cfc⁠⁠📌 Want to Learn More?If you'd like more information on how you too can start the journey of Becoming Your Own Banker, or you have questions and you'd like to chat, feel free to visit our website & book a Free Consultation now!🎥 Watch my whole Infinite Banking Playlist→ ⁠⁠⁠⁠⁠⁠⁠⁠https://www.youtube.com/playlist?list=PLPFOpSOEjJzR98aL5DB-akN2OCa7hjw_d⁠⁠⁠⁠⁠⁠⁠⁠🌐 Visit Our Website→ ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://legacylifeandretirement.com/⁠⁠⁠⁠⁠⁠⁠⁠📥 Download the FREE Legacy Builder Outline→ ⁠⁠⁠⁠⁠⁠⁠⁠https://legacylifeprocess.com/legacy-builder-outline⁠⁠⁠⁠⁠⁠⁠⁠📊 Download the FREE Budget Template→ ⁠⁠⁠⁠⁠⁠⁠⁠https://legacylifeprocess.com/budget-template-and-training⁠⁠⁠⁠⁠⁠⁠⁠📚 Grab “Becoming Your Own Banker” by Nelson Nash→ ⁠⁠⁠⁠⁠⁠⁠⁠https://a.co/d/3YmEAoE⁠⁠⁠⁠⁠⁠⁠⁠🔗 All Social Media & Podcast Links→ ⁠⁠⁠⁠⁠⁠⁠⁠https://linktr.ee/legacylifeandretirement⁠⁠⁠⁠⁠⁠⁠⁠📧 Email→ ⁠⁠⁠⁠⁠⁠⁠⁠Shawn@thecashcompound.com

📺 Watch the full Save & Spend System Overview→ ⁠⁠⁠⁠⁠⁠⁠⁠https://legacylifeprocess.com/save-and-spend-system⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Book a Free Call with our Team at Legacy Lock to Learn More → https://go.mylegacylock.com/cfc📞 Book a Free Consultation Call→ ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://calendly.com/shawnksfg/infinite-banking⁠⁠⁠⁠⁠⁠⁠⁠⁠📌 Want to Learn More?If you'd like more information on how you too can start the journey of Becoming Your Own Banker, or you have questions and you'd like to chat, feel free to visit our website & book a Free Consultation now!🎥 Watch my whole Infinite Banking Playlist→ ⁠⁠⁠⁠⁠⁠⁠https://www.youtube.com/playlist?list=PLPFOpSOEjJzR98aL5DB-akN2OCa7hjw_d⁠⁠⁠⁠⁠⁠⁠🌐 Visit Our Website→ ⁠⁠⁠⁠⁠⁠⁠⁠https://legacylifeandretirement.com/⁠⁠⁠⁠⁠⁠⁠📥 Download the FREE Legacy Builder Outline→ ⁠⁠⁠⁠⁠⁠⁠https://legacylifeprocess.com/legacy-builder-outline⁠⁠⁠⁠⁠⁠⁠📊 Download the FREE Budget Template→ ⁠⁠⁠⁠⁠⁠⁠https://legacylifeprocess.com/budget-template-and-training⁠⁠⁠⁠⁠⁠⁠📚 Grab “Becoming Your Own Banker” by Nelson Nash→ ⁠⁠⁠⁠⁠⁠⁠https://a.co/d/3YmEAoE⁠⁠⁠⁠⁠⁠⁠🔗 All Social Media & Podcast Links→ ⁠⁠⁠⁠⁠⁠⁠https://linktr.ee/legacylifeandretirement⁠⁠⁠⁠⁠⁠⁠📧 Email→ ⁠⁠⁠⁠⁠⁠⁠Shawn@thecashcompound.com

📺 Watch the full Save & Spend System Overview→ ⁠⁠⁠⁠⁠⁠⁠⁠https://legacylifeprocess.com/save-and-spend-system⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Book a Free Call with our Team at Legacy Lock to Learn More → ⁠https://go.mylegacylock.com/cfc⁠📌 Want to Learn More?If you'd like more information on how you too can start the journey of Becoming Your Own Banker, or you have questions and you'd like to chat, feel free to visit our website & book a Free Consultation now!📞 Book a Free Cash Consultation Call→ ⁠⁠⁠⁠⁠⁠⁠⁠https://calendly.com/shawnksfg/infinite-banking⁠⁠⁠⁠⁠⁠⁠⁠🎥 Watch my whole Infinite Banking Playlist→ ⁠⁠⁠⁠⁠⁠⁠https://www.youtube.com/playlist?list=PLPFOpSOEjJzR98aL5DB-akN2OCa7hjw_d⁠⁠⁠⁠⁠⁠⁠🌐 Visit Our Website→ ⁠⁠⁠⁠⁠⁠⁠⁠https://legacylifeandretirement.com/⁠⁠⁠⁠⁠⁠⁠📥 Download the FREE Legacy Builder Outline→ ⁠⁠⁠⁠⁠⁠⁠https://legacylifeprocess.com/legacy-builder-outline⁠⁠⁠⁠⁠⁠⁠📊 Download the FREE Budget Template→ ⁠⁠⁠⁠⁠⁠⁠https://legacylifeprocess.com/budget-template-and-training⁠⁠⁠⁠⁠⁠⁠📚 Grab “Becoming Your Own Banker” by Nelson Nash→ ⁠⁠⁠⁠⁠⁠⁠https://a.co/d/3YmEAoE⁠⁠⁠⁠⁠⁠⁠🔗 All Social Media & Podcast Links→ ⁠⁠⁠⁠⁠⁠⁠https://linktr.ee/legacylifeandretirement⁠⁠⁠⁠⁠⁠⁠📧 Email→ ⁠⁠⁠⁠⁠⁠⁠Shawn@thecashcompound.com

📺 Watch the full Save & Spend System Overview→ ⁠⁠⁠⁠⁠⁠⁠https://legacylifeprocess.com/save-and-spend-system⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠📌 Want to Learn More?If you'd like more information on how you too can start the journey of Becoming Your Own Banker, or you have questions and you'd like to chat, feel free to visit our website & book a Free Consultation now!📞 Book a Free Cash Consultation Call→ ⁠⁠⁠⁠⁠⁠⁠https://calendly.com/shawnksfg/infinite-banking⁠⁠⁠⁠⁠⁠⁠🎥 Watch my whole Infinite Banking Playlist→ ⁠⁠⁠⁠⁠⁠https://www.youtube.com/playlist?list=PLPFOpSOEjJzR98aL5DB-akN2OCa7hjw_d⁠⁠⁠⁠⁠⁠🌐 Visit Our Website→ ⁠⁠⁠⁠⁠⁠⁠https://legacylifeandretirement.com/⁠⁠⁠⁠⁠⁠📥 Download the FREE Legacy Builder Outline→ ⁠⁠⁠⁠⁠⁠https://legacylifeprocess.com/legacy-builder-outline⁠⁠⁠⁠⁠⁠📊 Download the FREE Budget Template→ ⁠⁠⁠⁠⁠⁠https://legacylifeprocess.com/budget-template-and-training⁠⁠⁠⁠⁠⁠📚 Grab “Becoming Your Own Banker” by Nelson Nash→ ⁠⁠⁠⁠⁠⁠https://a.co/d/3YmEAoE⁠⁠⁠⁠⁠⁠🔗 All Social Media & Podcast Links→ ⁠⁠⁠⁠⁠⁠https://linktr.ee/legacylifeandretirement⁠⁠⁠⁠⁠⁠📧 Email→ ⁠⁠⁠⁠⁠⁠Shawn@thecashcompound.com

📺 Watch the full Save & Spend System Overview→ ⁠⁠⁠⁠⁠⁠https://legacylifeprocess.com/save-and-spend-system⁠⁠⁠⁠⁠⁠⁠⁠⁠📌 Want to Learn More?If you'd like more information on how you too can start the journey of Becoming Your Own Banker, or you have questions and you'd like to chat, feel free to visit our website & book a Free Consultation now!📞 Book a Free Cash Consultation Call→ ⁠⁠⁠⁠⁠⁠https://calendly.com/shawnksfg/infinite-banking⁠⁠⁠⁠⁠⁠🎥 Watch my whole Infinite Banking Playlist→ ⁠⁠⁠⁠⁠https://www.youtube.com/playlist?list=PLPFOpSOEjJzR98aL5DB-akN2OCa7hjw_d⁠⁠⁠⁠⁠🌐 Visit Our Website→ ⁠⁠⁠⁠⁠⁠https://legacylifeandretirement.com/⁠⁠⁠⁠⁠📥 Download the FREE Legacy Builder Outline→ ⁠⁠⁠⁠⁠https://legacylifeprocess.com/legacy-builder-outline⁠⁠⁠⁠⁠📊 Download the FREE Budget Template→ ⁠⁠⁠⁠⁠https://legacylifeprocess.com/budget-template-and-training⁠⁠⁠⁠⁠📚 Grab “Becoming Your Own Banker” by Nelson Nash→ ⁠⁠⁠⁠⁠https://a.co/d/3YmEAoE⁠⁠⁠⁠⁠🔗 All Social Media & Podcast Links→ ⁠⁠⁠⁠⁠https://linktr.ee/legacylifeandretirement⁠⁠⁠⁠⁠📧 Email→ ⁠⁠⁠⁠⁠Shawn@thecashcompound.com

📺 Watch the full Save & Spend System Overview→ ⁠⁠⁠⁠⁠https://legacylifeprocess.com/save-and-spend-system⁠⁠⁠⁠⁠⁠⁠⁠📌 Want to Learn More?If you'd like more information on how you too can start the journey of Becoming Your Own Banker, or you have questions and you'd like to chat, feel free to visit our website & book a Free Consultation now!📞 Book a Free Cash Consultation Call→ ⁠⁠⁠⁠⁠https://calendly.com/shawnksfg/infinite-banking⁠⁠⁠⁠⁠🎥 Watch my whole Infinite Banking Playlist→ ⁠⁠⁠⁠https://www.youtube.com/playlist?list=PLPFOpSOEjJzR98aL5DB-akN2OCa7hjw_d⁠⁠⁠⁠🌐 Visit Our Website→ ⁠⁠⁠⁠⁠https://legacylifeandretirement.com/⁠⁠⁠⁠📥 Download the FREE Legacy Builder Outline→ ⁠⁠⁠⁠https://legacylifeprocess.com/legacy-builder-outline⁠⁠⁠⁠📊 Download the FREE Budget Template→ ⁠⁠⁠⁠https://legacylifeprocess.com/budget-template-and-training⁠⁠⁠⁠📚 Grab “Becoming Your Own Banker” by Nelson Nash→ ⁠⁠⁠⁠https://a.co/d/3YmEAoE⁠⁠⁠⁠🔗 All Social Media & Podcast Links→ ⁠⁠⁠⁠https://linktr.ee/legacylifeandretirement⁠⁠⁠⁠📧 Email→ ⁠⁠⁠⁠Shawn@thecashcompound.com

📺 Watch the full Save & Spend System Overview→ ⁠⁠⁠⁠https://legacylifeprocess.com/save-and-spend-system⁠⁠⁠⁠⁠⁠⁠📌 Want to Learn More?If you'd like more information on how you too can start the journey of Becoming Your Own Banker, or you have questions and you'd like to chat, feel free to visit our website & book a Free Consultation now!📞 Book a Free Cash Consultation Call→ ⁠⁠⁠⁠https://calendly.com/shawnksfg/infinite-banking⁠⁠⁠⁠🎥 Watch my whole Infinite Banking Playlist→ ⁠⁠⁠https://www.youtube.com/playlist?list=PLPFOpSOEjJzR98aL5DB-akN2OCa7hjw_d⁠⁠⁠🌐 Visit Our Website→ ⁠⁠⁠⁠https://legacylifeandretirement.com/⁠⁠⁠📥 Download the FREE Legacy Builder Outline→ ⁠⁠⁠https://legacylifeprocess.com/legacy-builder-outline⁠⁠⁠📊 Download the FREE Budget Template→ ⁠⁠⁠https://legacylifeprocess.com/budget-template-and-training⁠⁠⁠📚 Grab “Becoming Your Own Banker” by Nelson Nash→ ⁠⁠⁠https://a.co/d/3YmEAoE⁠⁠⁠🔗 All Social Media & Podcast Links→ ⁠⁠⁠https://linktr.ee/legacylifeandretirement⁠⁠⁠📧 Email→ ⁠⁠⁠Shawn@thecashcompound.com

📺 Watch the full Save & Spend System Overview→ ⁠⁠⁠⁠https://legacylifeprocess.com/save-and-spend-system⁠⁠⁠⁠⁠⁠⁠In this episode of The Cashflow Chronicles, Shawn sits down with Neil Timmons, founder of Little Guy Loans, to break down how everyday investors can move from chasing deals to funding them. Neil shares how he built a private lending business, what he looks for in a great borrower and a solid deal, and how he uses Infinite Banking policies as part of his capital stack. If you’ve ever wondered how to get your money working like the bank instead of just as the borrower, this conversation lays out the roadmap.Key Topics Covered:Neil’s journey from active real estate investor to private lenderHow Little Guy Loans structures short-term funding for investorsThe traits of top-tier borrowers and “no-go” red flags Neil avoidsReal examples of stacking Infinite Banking with private lending and real estatePractical advice for the “little guy/gal” who wants to build predictable cash flow over the next 5–10 yearsNeil's Website:  ⁠https://www.littleguyloans.com/learnmorelgl⁠Neil's Linkedin: ⁠https://www.linkedin.com/in/theneiltimmins/⁠📌 Want to Learn More?If you'd like more information on how you too can start the journey of Becoming Your Own Banker, or you have questions and you'd like to chat, feel free to visit our website & book a Free Consultation now!📞 Book a Free Cash Consultation Call→ ⁠⁠⁠⁠https://calendly.com/shawnksfg/infinite-banking⁠⁠⁠⁠🎥 Watch my whole Infinite Banking Playlist→ ⁠⁠⁠https://www.youtube.com/playlist?list=PLPFOpSOEjJzR98aL5DB-akN2OCa7hjw_d⁠⁠⁠🌐 Visit Our Website→ ⁠⁠⁠⁠https://legacylifeandretirement.com/⁠⁠⁠📥 Download the FREE Legacy Builder Outline→ ⁠⁠⁠https://legacylifeprocess.com/legacy-builder-outline⁠⁠⁠📊 Download the FREE Budget Template→ ⁠⁠⁠https://legacylifeprocess.com/budget-template-and-training⁠⁠⁠📚 Grab “Becoming Your Own Banker” by Nelson Nash→ ⁠⁠⁠https://a.co/d/3YmEAoE⁠⁠⁠🔗 All Social Media & Podcast Links→ ⁠⁠⁠https://linktr.ee/legacylifeandretirement⁠⁠⁠📧 Email→ ⁠⁠⁠Shawn@thecashcompound.com⁠

In this episode of The Cashflow Chronicles, I sit down with impact-travel pioneer Christopher Hill to talk about something I’m personally obsessed with: combining wealth, freedom, travel, and meaning in one aligned life.Christopher started in the world of investment banking and walked away to build a purpose-driven company that designs luxury volunteer and impact trips for high-net-worth families, entrepreneurs, and corporations. We dig into how he merged five-star experiences with real philanthropy, what wealthy families are actually thinking about when it comes to legacy and giving, and how he built a business model where cash flow fuels impact instead of competing with it.In this conversation, we cover:The moment he knew he had to leave traditional finance and build something with deeper purposeHow he blended luxury travel + hands-on service into one profitable, sustainable modelWhat he’s learned from working with high-net-worth families who care about both lifestyle and legacyHow parents can use travel to create transformational experiences for their kidsThe behind-the-scenes realities of running a triple-bottom-line businessHow to align cash flow, generosity, and freedom without feeling like you’re sacrificing one for the otherPractical advice for anyone wanting to build a purpose-driven business or plan their first “impact trip”If you’ve ever wondered how to use your money, time, and travel to create more than just memories—and actually make a difference—this episode is going to hit home.Want to learn more about Chris or plan an impact-focused trip for your family, school, or company? Connect with him here:🌍 Luxury Family Volunteer Vacationshttps://handsupholidays.com/🌐 Luxury Philanthropic Vacations | Impact Destinationshttps://impactdestinations.com/🏫 Safe and Unforgettable School Tripshttps://handsupschooltrips.com/Or on his instagram @Handsupholidays📌 Want to Learn More?If you'd like more information on how you too can start the journey of Becoming Your Own Banker, or you have questions and you'd like to chat, feel free to visit our website & book a Free Consultation now!🎥 Watch my whole Infinite Banking Playlist→ ⁠https://www.youtube.com/playlist?list=PLPFOpSOEjJzR98aL5DB-akN2OCa7hjw_d⁠📺 Watch the full Save & Spend System Overview→ ⁠https://legacylifeprocess.com/save-and-spend-system⁠⁠⁠⁠📞 Book a Free Cash Consultation Call→ ⁠https://calendly.com/shawnksfg/infinite-banking⁠📥 Download the FREE Legacy Builder Outline→ ⁠https://legacylifeprocess.com/legacy-builder-outline⁠📊 Download the FREE Budget Template→ ⁠https://legacylifeprocess.com/budget-template-and-training⁠🌐 Visit Our Website→ ⁠https://legacylifeandretirement.com/⁠📚 Grab “Becoming Your Own Banker” by Nelson Nash→ ⁠https://a.co/d/3YmEAoE⁠🔗 All Social Media & Podcast Links→ ⁠https://linktr.ee/legacylifeandretirement⁠📧 Email→ ⁠Info@LegacyLifeandRetirement.com

📺 Watch the full Save & Spend System Overview→ ⁠⁠⁠https://legacylifeprocess.com/save-and-spend-system⁠⁠⁠⁠⁠⁠In this episode I walk you through what actually happened in our life and business in 2025—growing our family, traveling with a toddler, writing my first book, and maturing how we think about money, time, and legacy. I break down the wins, the stuff that didn’t go as planned, the investments that worked (and the ones that kept me up at night), plus where we’re heading next with income stacking, expanding our family banking system, and exploring low-stress options trading. If you’re building a family, building a business, and trying to build wealth at the same time, this is a behind-the-scenes look at what that really looks like.If you’re ready to move past motivation and start building a real system for your money, let's team up in 2026 and make that happen.📌 Want to Learn More?If you'd like more information on how you too can start the journey of Becoming Your Own Banker, or you have questions and you'd like to chat, feel free to visit our website & book a Free Consultation now!📞 Book a Free Cash Consultation Call→ ⁠⁠⁠https://calendly.com/shawnksfg/infinite-banking⁠⁠⁠🎥 Watch my whole Infinite Banking Playlist→ ⁠⁠https://www.youtube.com/playlist?list=PLPFOpSOEjJzR98aL5DB-akN2OCa7hjw_d⁠⁠🌐 Visit Our Website→ ⁠⁠⁠https://legacylifeandretirement.com/⁠⁠📥 Download the FREE Legacy Builder Outline→ ⁠⁠https://legacylifeprocess.com/legacy-builder-outline⁠⁠📊 Download the FREE Budget Template→ ⁠⁠https://legacylifeprocess.com/budget-template-and-training⁠⁠📚 Grab “Becoming Your Own Banker” by Nelson Nash→ ⁠⁠https://a.co/d/3YmEAoE⁠⁠🔗 All Social Media & Podcast Links→ ⁠⁠https://linktr.ee/legacylifeandretirement⁠⁠📧 Email→ ⁠⁠Shawn@thecashcompound.com

⁠⁠⁠⁠📺 Watch the full Save & Spend System Overview⁠⁠⁠⁠In this episode of The Cashflow Chronicles, I sit down with Will Worsham — attorney, educator, and the “High-Tech Hillbilly Lawyer” — to unpack why most estate plans don’t actually work when families need them most… and what you can do to make sure yours does.Will has spent years helping regular families cut through the legal noise and build simple, effective, and affordable will and trust-based plans that actually protect the people they love. If you’ve been putting off your estate planning because it feels confusing, expensive, or “only for the ultra-wealthy,” this conversation is for you.We get into:🧩 Why most estate plans fail in real life — and what “failure” actually looks like for a surviving spouse or kids👶 Minor children & the foster care nightmare — what legally happens if parents pass without the right documents, and how proper planning keeps your kids out of the system📜 Will vs. Trust — why having “a will” doesn’t avoid probate, and what a solid trust-based plan can do that a simple will never will💰 Trusts for regular families — why they’re not just for the ultra-wealthy and what a realistic, well-crafted plan actually looks like for an average household⚠️ Planning for the unexpected — incapacity, disability, long-term care, and the key documents and strategies people overlook that can wreck a family’s finances💻 “High-Tech Hillbilly Lawyer” in action — how Will uses tech to make estate planning more approachable, affordable, and less intimidating📖 Real stories from the trenches — one example where good planning saved a family, and one where lack of planning created chaos✅ What to do in the next 30 days — concrete steps to finally get your estate plan done, plus the biggest mistakes to avoid when choosing an attorney or trying to DIYIf you’ve ever thought, “We really need to get our will and trust done… someday,” this episode is your push to get it handled the right way.Connect with Will:Email - wworsham@willworsham.comPhone- 414-343-3996WebsiteBuy Will's Book📌 Want to Learn More?If you'd like more information on how you too can start the journey of Becoming Your Own Banker, or you have questions and you'd like to chat, feel free to visit our website & book a Free Consultation now!⁠⁠⁠🎥 Watch my whole Infinite Banking Playlist ⁠⁠⁠⁠⁠⁠📺 Watch the full Save & Spend System Overview⁠⁠⁠⁠⁠⁠📞 Book a Free Cash Consultation Call⁠⁠⁠⁠⁠⁠📥 Download the FREE Legacy Builder Outline⁠⁠⁠⁠⁠⁠📊 Download the FREE Budget Template⁠⁠⁠ ⁠⁠⁠🌐 Visit Our Website⁠⁠⁠⁠⁠⁠📚 Grab “Becoming Your Own Banker” by Nelson Nash⁠⁠⁠⁠⁠⁠🔗 All Social Media & Podcast Links⁠⁠⁠ ⁠⁠⁠📧 Email

Most families never really plan for what happens after they’re gone—not because they don’t care, but because the legacy conversation feels uncomfortable and easy to avoid. In this episode, I break down the Rockefeller “Waterfall Method” in simple terms and show how they’ve used whole life insurance and a family trust to grow and transfer wealth for generations. We walk through the key roles in a policy and a trust, how Amanda and I are structuring this for our own family, and why your trust isn’t “set it and forget it” but a living system that needs clear rules and ongoing stewardship. If you’ve been wondering how to move from just having life insurance to actually building a generational wealth structure, this will give you a high-level roadmap to start that process.📥 Download the FREE Legacy Builder Outline→ ⁠https://legacylifeprocess.com/legacy-builder-outline⁠Want to Learn More?If you'd like more information on how you too can start the journey of Becoming Your Own Banker, or you have questions and you'd like to chat, feel free to visit our website & book a Free Consultation now!Watch my whole Infinite Banking Playlist here:https://www.youtube.com/playlist?list=PLPFOpSOEjJzR98aL5DB-akN2OCa7hjw_dIf you’re ready to learn more you’ve got to watch our full Save & Spend System Overview Here:→ https://legacylifeprocess.com/save-and-spend-system⁠⁠⁠📞 Book a Free Cash Consultation Callhttps://calendly.com/shawnksfg/infinite-banking📥 Download the FREE Legacy Builder Outline→ https://legacylifeprocess.com/legacy-builder-outline📲 ⁠⁠⁠⁠Download the FREE Budget Template→ https://legacylifeprocess.com/budget-template-and-training🌐 Website: https://legacylifeandretirement.com/📚 Purchase a copy of Becoming Your Own Banker: Amazon→ https://a.co/d/3YmEAoEAll Social Media & Podcast Linkshttps://linktr.ee/legacylifeandretirement📧 EmailInfo@LegacyLifeandRetirement.com

⁠⁠⁠📺 Watch the full Save & Spend System Overview⁠⁠⁠Everyone talks about “multiple streams of income”… but very few people show you how to actually build them in real life.In this episode, Jonah Dew and I break down income stacking from our own personal journeys—how we first discovered the concept, the concerns we had early on, and how we’re now using it intentionally to build long-term cash flow for our families. This is just the beginning.📌 Want to Learn More?If you'd like more information on how you too can start the journey of Becoming Your Own Banker, or you have questions and you'd like to chat, feel free to visit our website & book a Free Consultation now!⁠⁠🎥 Watch my whole Infinite Banking Playlist ⁠⁠⁠⁠📺 Watch the full Save & Spend System Overview⁠⁠⁠⁠📞 Book a Free Cash Consultation Call⁠⁠⁠⁠📥 Download the FREE Legacy Builder Outline⁠⁠⁠⁠📊 Download the FREE Budget Template⁠⁠ ⁠⁠🌐 Visit Our Website⁠⁠⁠⁠📚 Grab “Becoming Your Own Banker” by Nelson Nash⁠⁠⁠⁠🔗 All Social Media & Podcast Links⁠⁠ ⁠⁠📧 Email

Today we’re diving into a strategy a lot of high-income earners and investors have heard of… but almost nobody really understands: Opportunity Zones.To help decode it, I’m joined by Ashley Tison — attorney, entrepreneur, co-founder of OZPros, and the guy many refer to as “The OZ Sherpa.” Ashley and his team have helped investors defer over $1 billion in taxes while channeling capital into projects that create jobs, housing, and real community impact.In this episode, we break down:What Opportunity Zones actually are in plain EnglishHow someone with a big capital gain (business sale, real estate, stock, etc.) can potentially defer, reduce, and even eliminate a huge portion of their tax billWhy Ashley calls OZs a kind of “Super Roth IRA” for capital gainsHow to tell the difference between a solid, impact-driven OZ deal and a sketchy “tax gimmick”Where Opportunity Zones fit alongside Infinite Banking, mortgage notes, private lending, and other income stacking strategiesThe step-by-step moves Ashley recommends in the first 180 days after realizing a large gainIf you’ve ever looked at a big capital gains tax bill and thought, “There has to be a smarter way,” this conversation is going to open your eyes to what’s possible when you combine smart planning, the tax code, and real-world impact.If you want to connect with Ashley and his team click the link below:Connect With Ashley📌 Want to Learn More?If you'd like more information on how you too can start the journey of Becoming Your Own Banker, or you have questions and you'd like to chat, feel free to visit our website & book a Free Consultation now!🎥 Watch my whole Infinite Banking Playlist 📺 Watch the full Save & Spend System Overview📞 Book a Free Cash Consultation Call📥 Download the FREE Legacy Builder Outline📊 Download the FREE Budget Template 🌐 Visit Our Website📚 Grab “Becoming Your Own Banker” by Nelson Nash🔗 All Social Media & Podcast Links 📧 Email

⁠⁠📺 Watch the full Save & Spend System Overview⁠⁠In this episode of The Cashflow Chronicles, I sit down with Terry and Matthew from Mid South Home Buyers — one of the most respected turnkey providers in the country — to talk about what it really takes to build cash-flowing rental portfolios in markets like Memphis and Little Rock.You’ll hear how Terry got started, why Mid South exists, and the exact problem they set out to solve for long-distance investors who want great returns without the headaches of managing everything themselves.We get into:🏘️ What Mid South actually does for investors and how their model is built📍 Why Memphis & Little Rock are such attractive long-term buy-and-hold markets (beyond the headline stats)🧊 The wildly unique Memphis dynamic where renters supply their own appliances🧱 How being vertically integrated (renovations, property management, roofing, HVAC) gives investors more control, consistency, and peace of mind💸 Why they intentionally price rents slightly below market – and how that can increase long-term returns through better resident quality and lower turnover🏡 What their “sweet spot” neighborhoods actually look like in real life, and how they decide which properties don’t make the cut⚠️ The real risks of turnkey rentals (vacancies, downturns, residents) and how they proactively work to mitigate them🌍 What out-of-state and international investors need to understand before buying, and the expectations Terry and Matthew reset early🧾 How they approach property management, communication, leasing, maintenance, and reporting so investors feel informed but not overwhelmed📊 A walkthrough of their website tools – including available properties, the cash flow calculator, and the 15-year pro forma🏦 The difference between conventional vs. alternative financing options and how investors are using bothIf you’re serious about building long-term cash flow with rentals — especially from out of state — this conversation will give you a clear picture of what’s possible, what to watch out for, and how a good operator can make all the difference.Mid South HomeBuyers:Visit their website now📌 Want to Learn More?If you'd like more information on how you too can start the journey of Becoming Your Own Banker, or you have questions and you'd like to chat, feel free to visit our website & book a Free Consultation now!⁠🎥 Watch my whole Infinite Banking Playlist ⁠⁠📺 Watch the full Save & Spend System Overview⁠⁠📞 Book a Free Cash Consultation Call⁠⁠📥 Download the FREE Legacy Builder Outline⁠⁠📊 Download the FREE Budget Template⁠ ⁠🌐 Visit Our Website⁠⁠📚 Grab “Becoming Your Own Banker” by Nelson Nash⁠⁠🔗 All Social Media & Podcast Links⁠ ⁠📧 Email

In this episode of The Cashflow Chronicles, I’m joined by orthopedic surgeon Dr. Kyle Stephenson—someone who’s spent years in traditional medicine, earning great money, doing “all the right things”… and still saw the need for a better system to store, grow, and control his cash.I first heard Dr. Stephenson speak at an Infinite Banking event in Denver and thought, “Here’s another highly educated, high-income professional who’s not only open to this concept… he’s actually using it.” So I had to get him on the show.We talk about:How he first got introduced to Infinite Banking as a busy surgeonIf there was any skepticism in the beginning when learning about the concept The hurdles he’s had to overcome—mentally and practicallyReal ways he’s using his policies in his own life and financial strategyWhat he sees tripping people up when they first hear about IBCHow he and his family are teaching this to the next generationAnd the one message he wants other professionals to hear about control, cash flow, and long-term planningIf you’re a high-income earner, business owner, or just someone who wants to understand Infinite Banking from the perspective of a real-world professional outside the financial industry, this conversation is going to hit home.Listen to Dr. Kyle's podcast on all platforms at:Doctors Investor Club Podcast📌 Want to Learn More?If you'd like more information on how you too can start the journey of Becoming Your Own Banker, or you have questions and you'd like to chat, feel free to visit our website & book a Free Consultation now!🎥 Watch my whole Infinite Banking Playlist→ https://www.youtube.com/playlist?list=PLPFOpSOEjJzR98aL5DB-akN2OCa7hjw_d📺 Watch the full Save & Spend System Overview→ https://legacylifeprocess.com/save-and-spend-system⁠⁠⁠📞 Book a Free Cash Consultation Call→ https://calendly.com/shawnksfg/infinite-banking📥 Download the FREE Legacy Builder Outline→ https://legacylifeprocess.com/legacy-builder-outline📊 Download the FREE Budget Template→ https://legacylifeprocess.com/budget-template-and-training🌐 Visit Our Website→ https://legacylifeandretirement.com/📚 Grab “Becoming Your Own Banker” by Nelson Nash→ https://a.co/d/3YmEAoE🔗 All Social Media & Podcast Links→ https://linktr.ee/legacylifeandretirement📧 Email→ Info@LegacyLifeandRetirement.com

What if one of the world’s top financial firms confirmed everything Infinite Banking practitioners have been saying for decades?In this episode of The Cashflow Chronicles, we break down a groundbreaking independent study from Ernst & Young (EY), one of the Big Four financial consulting firms. Their report — “The Benefits of Integrating Insurance Products into a Retirement Plan” — modeled real-life retirement scenarios across income levels and age groups… and the results are undeniable.🔍 Here’s what you’ll learn:✅ Why combining Whole Life Insurance + Deferred Income Annuities (DIAs) outperforms investment-only plans✅ How adding just 30% to Whole Life and 30% to DIAs increased retirement income by thousands and legacy by hundreds of thousands✅ Why EY’s study matters — it’s not from an insurance company or a biased source✅ What this means for your Infinite Banking strategy (and why structure matters)✅ How to position annuities + cash value to avoid sequence-of-return risk and create tax-efficient lifetime incomeWhether you're 25 or 55, this episode walks you through what EY found, why it matters, and how to begin integrating insurance into your overall wealth plan with confidence.📥 Get the EY Report→ It’s linked right on the homepage of: https://LegacyLifeAndRetirement.com📺 Watch the Save & Spend System Overview→ https://legacylifeprocess.com/save-and-spend-system⁠⁠⁠📞 Book a Free Cash Consultation Call→ https://calendly.com/shawnksfg/infinite-banking📥 Download the FREE Legacy Builder Outline→ https://legacylifeprocess.com/legacy-builder-outline📊 Download the FREE Budget Template→ https://legacylifeprocess.com/budget-template-and-training📚 Read Becoming Your Own Banker by Nelson Nash→ https://a.co/d/3YmEAoE🌐 Explore More Resources→ All Links & Podcast Appearances📧 Have Questions?Email: Info@LegacyLifeandRetirement.comThis episode is for educational purposes only. It's not financial, legal, or tax advice. Results shared from the EY report may vary based on your personal situation, age, health, product structure, and market conditions. Always consult a licensed professional before implementing any financial strategy.