206: Building Wealth and Becoming Your Own Bank with Jim Oliver

Big Mike Fund Podcast
Big Mike Fund Podcast
206: Building Wealth and Becoming Your Own Bank with Jim Oliver

Today’s guest is Jim Oliver, the founder of the wealth coaching company, CreateTailwind. Jim founded CreateTailwind in 1988 in Denver, CO as a traditional financial planning firm but, after weathering two major corrections on Wall Street, Jim and his team pivoted the company’s focus to building wealth Beyond Wall Street. With this advantage, CreateTailwind exploded to become a multi-location, nationally recognized firm that had helped thousands of individuals and businesses around the United States create their own wealth and be their own bank.

In this episode, the focus is on the concept of Infinite Banking and its applications in leveraging cash, real estate investment, and long-term financial planning. Jim and Mike also delve into the intricacies of using the Infinite Banking framework to effectively build and sustain wealth. Tune in!

00:27 – Guest Intro: Jim Oliver
01:41 – Jim Oliver on Infinite Banking
05:00 – Leveraging cash with the Infinite Banking concept
10:01 – Investing in Real Estate with Leverage
15:00 – Benefits and drawbacks of life insurance policies
20:01 – Benefits of Whole Life Insurance
25:03 – Infinite Banking: A Strategy for Long-Term Investment

If you found this episode substantial and want to dig deeper into real estate, or maybe you want to discover better investment opportunities, be sure to check out www.tempofunding.com.

Email: jimoliver@createtailwind.com
Website: www.createtailwind.com
Linkedin: https://www.linkedin.com/in/jim-oliver-2931147/
Instagram: https://www.instagram.com/create_tailwind/
Facebook: https://www.facebook.com/createtailwind