Factum Financial

09/03/2026

Banks found the most profitable seat in the money game… And the good news is you can take that seat for yourself 🙂‍↕️

09/02/2026

It's Wealth Wednesday.

What's your system or model for understanding money and achieving your wealth goals in less time with less risk?

This week's client is building toward a $50 million net worth.

His habits were already dialed in. That's usually where a wealth plan breaks, and he was well past it. So there wasn't much for me to add there.

Where I could add value was the foundation. Big net worth built on a weak foundation is still fragile, and the goal isn't just more, it's tougher. So we went to work making sure the base under everything else could hold.

Then we did the part that runs against instinct. Business owners and investors are trained to push every dollar out the door and into the next deal. Deploy, deploy, deploy. We started helping him control more of his money instead. The business and the investments exist to supply the bank. Not the other way around.

Same models I use with a multimillionaire and with my own kids at the dinner table. The video walks through them.

Welcome to Wealth Wednesdays. The same systems and models, new client, every week.

09/02/2026

How has no one explained this to him? 🫩

08/31/2026

Ranking Ways to Store Cash Reserves 💸

08/28/2026

Considering whether you should buy policies on your kids? This is a must watch.

08/26/2026

This is one I can actually agree with Dave on… But he is definitely not talking about Whole Life Insurance 🙅‍♂️

08/24/2026

Want to level up your wealth? Watch this video.

08/22/2026

Ask 10 people what number they need to be financially free and you'll get 10 confident answers.

Nine of them are wrong.

Not because those people are bad at math. Because they picked a number based on what life looks like today, and then never went back and checked it against taxes, inflation, time, income, and the events that show up whether you planned for them or not.

So they spend 30 years running hard at a target that was never the right target.

This Tuesday, August 25 at 6PM Arizona time, we're going in depth on your freedom number. How to find the real one, and what actually moves it over the next 10, 20, and 30 years.

This one also kicks off a new three month series leading into our live Infinite Banking Mastery Mastermind in November.

Free to attend. Register here:

Join us for another Factum webinar as we dive deep into various topics to learn more about the Infinite Banking Concept!

08/21/2026

Let’s break this down ✍🏻

08/19/2026

There is only one thing I would change about this mindset… but otherwise, this guy knows what he’s talking about 🤝