StackedLife Financial

02/14/2026

Honored to give a talk at the Infinite Banking Think Tank today.

Shared my experience working with institutional investors in the data center real estate space. IBC replicates institutional investors’ priorities of control and risk over rate of return.

Control and risk mitigation sets the foundation for growth. Rate of return only assists.

Infinite Banking is the tried and true process that brings institutional investing structure to the you-and-me level.

Slow to start. Untouchable over the long range.

Great to see you all. 💪🏻

11/22/2025

Everything related to conventional financial planning is variable and based on past data. Thirty years ago, The Motley Fool told us just to buy index funds. Now everyone is doing it, leading to a bubble, and we’re all just hoping everything works out.

11/12/2025

The new way to buy and sell high-value items that guarantees a minimum of 25% in cost savings. Join me tomorrow for an introduction to Big Circle Auctions.

Big Circle Auctions is the only platform that guarantees a minimum of 25% in cost savings on cars, boats, real estate, businesses, ultra-fine gold and jewelry, and even vacations and other services.

In our platform, everyone wins. Sellers, auction winners, and even non-winning bidders.

As a bidder, you either win the item, win the cash value, or win an interest payment.

As a seller, you either sell the item or, if the minimum is not met, you receive a portion of the cash raised and then re-auction the item, capturing a spread.

Register to learn how this game-changing platform works.

https://stackedlife.com/intro-big-circle-auctions

08/06/2025

Ever heard of The Infinite Banking Concept (IBC) and wondered what it's truly about?

Many ask, "Why isn't everyone doing this?" Despite strong opinions, whole life insurance is simply another asset class, just like stocks or real estate, but uniquely classified as a cash equivalent.

IBC uses this powerful tool to create a proven financial system that gives you unparalleled control and efficiency over your money. It's about "becoming your own banker," rather than relying on typical institutions for financing.

Here's why you need to learn about it:

• Guaranteed Growth: Your cash value builds predictably, shielded from market swings.
• Accessible Capital: Use your funds for any need, and your money keeps growing uninterrupted.
• Control & Peace of Mind: Make financial decisions on your terms. Even major banks hold whole life as their safest assets.
• Lasting Wealth: Build a secure future with a long-term, disciplined approach.

Join our "IBC 101" webinar to understand how this powerful concept works for your financial future. This is a real, live webinar with me (not one of those fake "live" webinars). This will be information-dense with no hype or sensationalism.

Register now and take the first step toward becoming your own banker:

Thursdays at 11am Pacific
https://StackedLife.com/IBC101

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07/31/2025

07/23/2025

Get Ready for Auctions 3.0: Big Circle Auctions is Here!

Do you like to buy, sell, and win real estate, cars, boats, gold, fine jewelry, trips, vacations and rentals, or even business services? Read on.

Hey everyone, exciting news! I’m thrilled to announce the launch of Big Circle Auctions (BCA).

BCA isn’t just another online auction. It’s “Auctions 3.0” because it revolutionizes auction financials. While online auctions 2.0 made auctions more accessible by extending reach, BCA dramatically improves the *financials* for everyone involved.

With Big Circle Auctions, the seller, the winner, and even the non-winning bidders all “win!”

What does this mean?

BCA is the only platform of its kind (or maybe any kind) that can guarantee a minimum of 25% savings for winners. Plus, even if you don’t win, you can earn on your bid amounts!

This game-changing platform is perfect for higher-value assets, items, and services, including:

* Real Estate & Businesses
* Autos & Boats
* Vacations, Trips, & Rentals
* GOLD & Fine Jewelry
* Services of all types

Ready to see how you can participate and even earn with this revolutionary platform?

Please follow Big Circle Auctions page and click on one of our upcoming introductory calls to learn more!

06/20/2025

Everyone casually throws around all-time market averages, like 10% or 12%, to justify investing in things like index funds for the long term. But nobody seems to know that 75% of the time, the actual returns experienced are less than the average.

🎧 Get my full take on this in 15 min at StackedLifePodcast.com/16

05/23/2025

The definition of a bubble is when everyone buys the same thing at the same time, regardless of price. And if we're honest, isn't that what the typical financial planning advice has us all doing right now?

Everything is at all-time highs, yet most of us continue shoveling money into the stock market, real estate, crypto, etc.

It's not necessarily bad if you have other parts of your financial life that are guaranteed -- but most people don't.

Check out my latest, "The Financial Planning Bubble"
https://stackedlifepodcast.com/13

04/25/2025

Record 53% of Americans feel their finances are worsening. But there's a way to build resilience even in tough times. Check out "Countering the Economic Gloom" in this week's newsletter and subscribe!

Newsletter.StackedLife.com

04/09/2025

How much money do you need to start with Infinite Banking?

The answer isn't one number. In my latest podcast episode, I explain why the better question is:

"How much do you want to save strategically?"

Episode 10: StackedLifePodcast.com/10

04/03/2025

The tax-free death benefit only scratches the surface of the tax benefits of whole life insurance designed for The Infinite Banking Concept.

I do a little deep dive into it, including a few strategies, in Episode 9.

http://StackedLifePodcast.com/9