Episode 16: Common IBC User Traits and Our Process

Join David Befort and Paul Fugere on Episode 16 of the Wealth Warehouse.

David and Paul have introduced so many clients from all walks of life to the concept of IBC. And in those encounters, commonalities can be observed. In this episode, David and Paul discuss the common traits that most IBC users have with each other and the traits that can help identify those that won't be a good fit for IBC.

In this episode you will learn:

-No financial strategy will work if you don't know how to save

-David Befort on inflation by walnuts

-Even economics majors want to unlearn what they learned

-To get into IBC, think long term

-Who is NOT a good fit for IBC?

-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/Befort399

LinkedIn:

https://www.linkedin.com/in/david-a-befort-jr-09663972/

https://www.linkedin.com/in/paul-fugere-762021b0/

Email: 

[email protected]

Survivor Benefit Plan Summary:

https://militarypay.defense.gov/Benefits/Survivor-Benefit-Program/Overview/

Self-directed IRA Summary:

https://www.investopedia.com/terms/s/self-directed-ira.asp

Links for 529 Plan research:

https://www.sec.gov/reportspubs/investor-publications/investorpubsintro529htm.html

https://www.finra.org/investors/alerts/college-savings-plans-school-yourself-you-invest