WealthWise Banking
What if you could take control of your wealth instead of relying on banks, Wall Street, or the government? Most people are following financial rules designed to keep them stuck. WealthWise Banking is here to change that. Hosted by Jeremy L. Huggins & Jason Sipple, this podcast goes beyond the Infinite Banking Concept (IBC), revealing real-life success stories and expert strategies to help you grow, protect, and pass down your wealth. Whether you’re just starting or already on your journey, we break down money in a way that’s simple, practical, and empowering, so YOU can take ownership of your fina...
Matt Uhler: Master Business Buying and Selling Now | WealthWise Banking EP. 19
Website: www.WealthWiseBanking.com
LinkedIn: https://www.linkedin.com/company/wealthwise-banking
Master business buying and selling with Matt Uhler—27 years of experience, 3,000+ deals, and 35+ businesses. From janitor to mogul, he shares proven strategies to grow your empire. Discover how entrepreneurs can take control and build wealth their way!
EPISODE HIGHLIGHTS
(00:00) - Matt Uhler Introduction
(04:29) - Tony Robbins to Business Broker
(07:47) - What’s a Business Brokerage?
(10:29) - Why Businesses Fail Post-Buy
(14:06) - Cash Reserves Save Businesses
(1...
How To Start Funding Your IBC Policy | WealthWise Banking EP. 18
Website: www.WealthWiseBanking.com
LinkedIn: https://www.linkedin.com/company/wealthwise-banking
Struggling to find the funds to start your infinite banking policy? In this episode, Jeremy Huggins and Jason Sipple reveal a practical blueprint for funding your IBC policy without stress or new money. Discover how to optimize your existing cash flow, redirect discretionary spending, and turn idle savings into a wealth-building powerhouse. From uncovering financial “leaks” to real-world success stories like Andrew’s real estate investments, learn actionable steps to take control of your finances and build sustainable, scalable wealth—without Wall Street or big bank...
Danielle Michel’s Path to Tax Freedom | WealthWise Banking EP. 17
Website: www.WealthWiseBanking.com
LinkedIn: https://www.linkedin.com/company/wealthwise-banking
Unlock the tax strategies that set you free with Danielle Michel, CEO of Checkmate Tax Advisors. In this episode, hosts Jeremy Huggins and Jason Sipple dive into Danielle’s journey from hairdresser to tax expert, revealing how proactive tax planning can transform your financial future. Discover actionable insights to shift from stuck to strategic—without Wall Street or outdated advice. Learn tax freedom tips, from leveraging credits to mastering deductions, and take control of your wealth today. Perfect for entrepreneurs and professionals ready to buil...
The One Decision That Can Make or Break Your Infinite Banking Plan | WealthWise Banking EP. 16
Website: www.WealthWiseBanking.com
LinkedIn: https://www.linkedin.com/company/wealthwise-banking
In this episode of WealthWise Banking, Jeremy and Jason reveal a hidden truth that most financial professionals won’t tell you: not all life insurance companies are created equal, especially when it comes to the Infinite Banking Concept (IBC). If you’re serious about wealth creation strategies and building financial control on your terms, selecting the right partner is non-negotiable. Learn why mutually owned, dividend-paying whole life insurance companies are the foundation for lasting financial independence tools and how the wrong partnership can cost you...
Think Tank Takeaways: How To Defeat The Evil Empire | WealthWise Banking EP. 15
Website: www.WealthWiseBanking.com
LinkedIn: https://www.linkedin.com/company/wealthwise-banking
In this episode of Wealth Wise Banking, Jason and Jeremy dive into the power of Infinite Banking and how it can help you take control of your financial future. They expose common financial scams, discuss the long-term benefits of whole life insurance, and reveal why building generational wealth requires patience, discipline, and the right financial strategy. Learn how to break free from the traditional banking system, avoid get-rich-quick schemes, and make informed decisions that put you in control. Don’t miss this eye-opening conversation—subs...
Why IUL Can Destroy Your Infinite Banking Strategy (And How to Fix It) | WealthWise Banking EP. 14
Website: www.WealthWiseBanking.com
LinkedIn: https://www.linkedin.com/company/wealthwise-banking
Many professionals and entrepreneurs are unknowingly setting themselves up for financial failure by choosing the wrong life insurance policy for Infinite Banking. Indexed Universal Life (IUL) is often marketed as an alternative to Whole Life, but the truth is that IUL policies are NOT designed for IBC—and can cause massive financial setbacks. In this episode of WealthWise Banking, Jeremy Huggins and Jason Sipple break down the misconceptions about IUL, explain why Whole Life Insurance is the only policy suitable for Infinite Banking, and he...
Faith, Finance & Infinite Banking: Eric Tastet’s IBC Journey PART 2 | WealthWise Banking EP. 13
Website: www.WealthWiseBanking.com
LinkedIn: https://www.linkedin.com/company/wealthwise-banking
In Part 2 of our conversation with Eric Tastet, we go even deeper into wealth-building strategies used by the richest families, including the Rockefeller and Wilson family banking models. Eric shares how intentional financial planning, trust structures, life insurance policies, and strategic money management allow families to keep and grow wealth across generations. He also reveals the biggest mistakes that even wealthy families make—and how you can avoid them.
We also discuss why traditional financial systems are designed to keep people in a...
Faith, Finance & Infinite Banking: Eric Tastet’s Path to Wealth | WealthWise Banking EP. 12 PART 1
Website: www.WealthWiseBanking.com
LinkedIn: https://www.linkedin.com/company/wealthwise-banking
In this episode of Wealth Wise Banking, we sit down with Eric Testet, a former pastor who transitioned into the world of financial strategy and infinite banking. Eric shares how his journey from ministry to finance opened his eyes to the differences between contributors and creators—those who simply participate in the system versus those who take control of their financial future. Through his work with the Aspire Community, which has grown to over 20,000 members in 2024, Eric is helping individuals and families reclaim their fi...
The IBC Advisor Mistake That Could Cost You Thousands | WealthWise Banking EP. 11
Website: www.WealthWiseBanking.com
LinkedIn: https://www.linkedin.com/company/wealthwise-banking
Most people assume that any financial advisor or insurance agent can properly design an Infinite Banking Concept (IBC) policy, but this critical mistake could cost you tens of thousands in lost liquidity, cash flow, and long-term wealth-building potential. In this episode of WealthWise Banking, Jeremy Huggins and Jason Sipple reveal how trusting the wrong advisor can sabotage your IBC strategy. They break down why most IBC policies fail, how some agents push Indexed Universal Life (IUL) under the false pretense of IBC, and why only an a...
The Wealth Trap: Why High Earners Struggle & How To Break Free | WealthWise Banking EP. 10
Website: www.WealthWiseBanking.com
LinkedIn: https://www.linkedin.com/company/wealthwise-banking
Are you unknowingly trapped in a financial system designed to benefit banks and Wall Street more than you? In this episode of WealthWise Banking, we debunk myths about money and reveal why traditional financial advice keeps professionals, entrepreneurs, and high earners in a cycle of financial dependence.
Discover how Infinite Banking Concept (IBC) empowers you to take financial control vs. rate of return, breaking free from the savings mentality and embracing a cash flow-first approach. Learn how the wealth mindset transformation can...
