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Latest Episode

The Moral Case For IBC

n previous episodes we've explained the strategy, covered the benefits, and highlighted best practices, but in this episode we are going to challenge you to ask if the financial decisions you make are morally the best you can make for yourself, your family, and society.

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The Moral Case For IBC

Recent Episodes

May 18, 2022

The Moral Case For IBC

n previous episodes we've explained the strategy, covered the benefits, and highlighted best practices, but in this episode we ar…

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April 23, 2022

IBC: How Much Premium Should You Pay?

A question we are often asked by new clients, just starting their IBC journey is "how much should I fund a policy?" Or "How much …

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April 2, 2022

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Large Lump Sums of Cash with Infinite Banking®

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About the Hosts

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John Montoya

Show Host

John Montoya, founder of JLM Wealth Strategies, began his career in financial services in 1998 and is both an Authorized IBC® and Bank on Yourself® professional licensed nationwide.

John Perrings Profile Photo

John Perrings

Show Host

John Perrings started StackedLife Financial Strategies after a 20-year career in the startup world of Silicon Valley where he specialized in data center real estate, finance, and construction. John is an Authorized Infinite Banking® professional and works nationwide.