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Life Success & Legacy

Life Success & Legacy
Infinite Banking Concept
Life Success & Legacy
Infinite Banking
Financial Education
Life Insurance
Nelson Nash
IBC
Negative Cash Flow
Financial Literacy
Retirement
Chris Bay
Policy Loans
Personal Finance
Cash Flow Management
Insurance Policies For Kids
Passive Income
Velocity Banking
Income Stacking
Debt Management
Policy Design

Podcast by Life Success & Legacy

PublishesMonthlyEpisodes198Founded8 years ago
Number of ListenersCategories
ManagementBusinessEducationCourses

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Artwork for Life Success & Legacy

Latest Episodes

We hear it constantly: when can I stop paying premiums? Nelson Nash owned 49 whole life policies at one point — many not even on his own life. He wasn’t looking for an exit. He was building something. Policies paid for as long as possible create a fa... more

In this episode, Chris sits down with Jeff King — a man of many dimensions, but boring isn’t one of them. This first conversation is all about getting to know Jeff: his background, his philosophy, and how he and his wife are putting the Infinite Bank... more

In this episode, Chris Bay sits down with Pei Chen to discuss her incredible journey into Infinite Banking and velocity banking. Once a curious observer on the sidelines, Pei has grown into one of the most respected voices in the space. She breaks do... more

In this episode, Chris, Mike C., and Mike K. dive deep into the third thing IBC can do — what Nelson Nash called Passive Income. Nelson famously removed the word “retirement” from his vocabulary, but what did he actually mean by that? The team explor... more

Key Facts

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Number of Listeners
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Recent Guests

Jeff King
Founder of TransMUTO; Enneagram teacher; host of Nine Lives with Jeff King
TransMUTO / Life Success & Legacy
Episode: Jeff King: Infinite Banking, Big Ideas & the Dream Conversation | Part 1
Pei Chen
IBC fangirl, guest on the show
IBC community / entrepreneur
Episode: Interview with Pei Chen! Part 1
Steve Harmon
Handyman and IBC practitioner featured in the episode
Episode: Interview with Steve Harmon
Christina Conover-Merrill
Guest who is being interviewed and flipping the format
Life Success & Legacy (IBC Thought Processes Learning)
Episode: Interview with Christina Conover-Merrill – Roles Reversed
Sarah Vohra
Interview guest sharing personal experience with IBC and policies
Client of Life Success & Legacy / IBC practitioner
Episode: Interview with Sarah Vohra
Frank Keck
Founder of CoreBuild; author; advocate of mindset and financial literacy
CoreBuild
Episode: Interview with Frank Keck
Clarke Tuitele
Educator and Hawaii-based family man
Educator in Maui, Life Success & Legacy advocate
Episode: Interview with Clarke Tuitele

Host

Chris Bay
Host of Life Success & Legacy Podcast and a proponent of the Infinite Banking Concept, Chris emphasizes financial education and personal growth through his teachings and coaching sessions.

Reviews

4.9 out of 5 stars from 45 ratings
  • So much great information

    Love this podcast, so much incredible information. These guys are always leading with their hearts and coming from A place of genuine care and concern.

    Apple Podcasts
    5
    Shawn M King
    United Statesa year ago
  • Knowledgeable and have integrity

    They freely share great education and information on Infinite Banking and have really been able to change my paradigm on if whole life insurance is worth it vs a complete waste of time and money.

    This walks you through the mechanics and process and shares what not to do and what to look out for.

    Apple Podcasts
    5
    Barrio Muchos
    United States3 years ago
  • Infinite banking education

    These guys are the real deal regarding infinite banking. They are more concerned with making sure you are educated to make a good decision than they are about making a sale.

    Apple Podcasts
    5
    investor tom
    United States4 years ago
  • Required Supplement

    A great and informative podcast that serves to teach and remind you how your IBC system works and just how powerful it can be. The team is great to work with as well and if you don’t reach out within a few years of listening, you just don’t care about your future or the future of your family. It isn’t for everyone I guess!

    Apple Podcasts
    5
    @DanDDouglas
    United States4 years ago
  • Can’t stop listening.

    I love how each episode is short enough to listen to in a short car ride, packed with enough info to teach me something about the topic, and ends leaving me eager to listen to the next one. And the next one. And the next one. I listened to over 15 episodes the day I found this podcast. In a few days time, I will have heard them all!!

    Apple Podcasts
    5
    NLR User
    United States6 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Many comments highlight the fun and engaging delivery of serious financial topics, making learning enjoyable.
The content is frequently described as transformative for understanding complex financial concepts like Infinite Banking.
Audiences find the episodes succinct and informative, making it easy to fit into their day-to-day lives.
Listeners appreciate the genuine care and concern expressed by the hosts regarding financial education.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Talking Points

Recent interactions between the hosts and their guests.

Interview with Clarke Tuitele
Q: What are you most focused on for legacy and your kids?
The priority is education and financial literacy—family meetings, teaching with transparency, and building a warehouse of wealth that remains within the family, enabling interdependence.
Interview with Steve Harmon
Q: What are your investment rules and how did you handle a poor investment experience?
Steve outlines rules like using collateralized, short-term amortized assets and keeping debt manageable (payable within five months). He candidly discusses a Ponzi-scheme loss, what he learned, and how that experience reinforced the importance of internal debt and flexibility through IBC.
Interview with Steve Harmon
Q: Why did you delay starting an IBC policy, and what changed your mind?
He delayed due to not knowing if it was the right time or if his fund sources were large enough, plus a major job stock event. The turning point came when he realized the living benefits and liquidity offered by IBC could align with his goals, prompting action.
Interview with Steve Harmon
Q: What was your mindset about money before IBC, and how did you get introduced to it?
Steve explains that he grew up with frugal values and debt is bad, but he was intrigued by how IBC could change how money works, leading him to explore whole life policies and the income stacking concept after discovering related books and participating in a mastermind.
Interview with Alejandra Perez
Q: If you could go back in time to when you first were starting your IBC system, is there anything that you would have done differently than knowing what you know now?
Alejandra would have bought her insurance policies way before and bigger, as she sees the benefits they've brought her family now.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About Life Success & Legacy

What is Life Success & Legacy about and what kind of topics does it cover?

Focusing on financial education and management, this show prioritizes discussions around the Infinite Banking Concept (IBC), offering listeners insights into innovative strategies for personal finance. Episodes feature hosts engaging in coaching sessions, interviews with transformative figures, and reflections on community learning events such as think tanks, all emphasizing authentic engagement, transparency, and the importance of building a legacy through informed financial decisions. Unique for its combination of practical advice and personal storytelling, the content is accessible, encouraging listeners to leverage their understanding of finances to improve their long-term financial well-being, making it valuable for both novices and ex... more

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How many listeners does Life Success & Legacy get?

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How many subscribers and views does Life Success & Legacy have?

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Which podcasts are similar to Life Success & Legacy?

These podcasts share a similar audience with Life Success & Legacy:

1. Infinite Banking Initiative (IBI)
2. Banking With Life Podcast
3. The Cashflow Chronicles
4. Wealth Warehouse
5. Cashflow Legendz

How many episodes of Life Success & Legacy are there?

Life Success & Legacy launched 8 years ago and published 198 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact Life Success & Legacy?

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What guests have appeared on Life Success & Legacy?

Recent guests on Life Success & Legacy include:

1. Jeff King
2. Pei Chen
3. Steve Harmon
4. Christina Conover-Merrill
5. Sarah Vohra
6. Frank Keck
7. Clarke Tuitele

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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