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Life Success & Legacy

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

Podcast by Life Success & Legacy

PublishesMonthlyEpisodes203Founded8 years ago
Number of ListenersCategories
ManagementBusinessCoursesEducation

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Artwork for Life Success & Legacy

Latest Episodes

This is one we’ve talked around plenty of times but never actually sat down and recorded on its own: annual prepaid interest. So that’s what we’re doing here. There are a few different ways to handle it, but we get into what it actually is, why it ge... more

This week we’re back on a question that comes up all the time in Boot Camp: how aggressive should your policy design actually be? We’re all for putting a policy to work right away, whether that means paying down debt or covering everyday expenses, bu... more

Clients ask us this all the time: how many policies do you actually have, how did you fund them, and do you really need more than one? In this episode, we go through our own systems and provide an overview of why we started each one, and the reasonin... more

Chris sits down with Mike Everett — founder, leader, el jefe, take your pick — to get into IBC, Nelson Nash, and what’s been happening with LSL. Grab your coffee for this one cause you know an Everett interview is not to be missed!

The post Inte... more

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Recent Guests

Mike Everett
Founder of Life Success & Legacy (historian of the IBC journey)
Life Success & Legacy
Episode: Interview with Mike Everett – 2026 Edition
Andrew Dalager
Insurance professional, owner of Heritage Insurance Group
Heritage Insurance Group
Episode: Interview with Andrew Dalager
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
Primary host of Life Success & Legacy content, focused on IBC education and client-centric wealth strategies

Reviews

4.9 out of 5 stars from 46 ratings
  • 60 down 140 to go

    I have enjoyed all of the information I have received on the episodes I’ve listened to already and looking forward to learning more. Great information given through many different angles so it meets people in different places and who have different learning styles.

    Apple Podcasts
    5
    ___Sean___
    United States10 days ago
  • 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

Listeners Say

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

Strong emphasis on long-term wealth-building and financial sovereignty, not salesy.
Hosts value authentic education and practical implementation over hype.
Clear on concepts like IBC and whole life, with practical, education-first guidance.
Short, accessible episodes that break complex topics into digestible bites.
Community-focused and listener-friendly, with actionable strategies and real-world examples.

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Talking Points

Recent interactions between the hosts and their guests.

Interview with Mike Everett – 2026 Edition
Q: Did you have any level of fear? Did you have a vision?
There was fear about the unknown, but a clear vision emerged over time as the team began to see how the principles could transform lives when applied consistently; fear was overcome by action and unfolding results.
Interview with Mike Everett – 2026 Edition
Q: So I want to go back to when you stepped out and said, I'm going to create Life Success & Legacy. What was in your head? What was your why?
The drive was a fearless, Friday-focused mindset to start something new, driven by a belief in Nelson's principles and a desire to help families build lasting legacies; fear existed but did not stop the commitment to move forward.
Interview with Andrew Dalager
Q: What finally convinced you to start a policy, and how did the process unfold for you?
After several episodes and a boot camp, I decided to start in February, funded the initial premium, and used early cash value strategies to test the system, which then clarified the benefits for me.
Interview with Andrew Dalager
Q: How did you first come across the concept discussed on the show, and what shaped your initial level of interest?
I was introduced to the ideas after hearing about IBC through Jeff King, then I consumed episodes and books, which helped me connect the dots and realize this could fit my financial strategy without pressure.
Interview with Winnie and Emaghea
Q: How can listeners learn more or get started?
Listeners can visit the website to explore the course details and book a call to assess fit. The site provides information, and booking a call with Emaghea is recommended to get personalized answers and determine if the Cash Smart for Life program is a good match.

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?

This show centers on Infinite Banking, whole life policies, and the Infinite Banking Concept (IBC) as a long-term wealth-building system. Episodes typically explore policy design, funding strategies, multi-policy architectures, and mindset shifts around becoming your own banker, often weaving in practical examples, client stories, and references to Nelson Nash's principles. Noteworthy is the emphasis on long horizons, disciplined execution, and education-first approaches over quick wins, with several episodes featuring team members sharing frameworks (like DIBS) and live event insights that foster community and hands-on learning. Potential listeners include finance-minded professionals and entrepreneurs seeking structured, repeatable proces... more

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Which podcasts are similar to Life Success & Legacy?

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

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

How many episodes of Life Success & Legacy are there?

Life Success & Legacy launched 8 years ago and published 203 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Life Success & Legacy?

Recent guests on Life Success & Legacy include:

1. Mike Everett
2. Andrew Dalager
3. Jeff King
4. Pei Chen
5. Steve Harmon
6. Christina Conover-Merrill
7. Sarah Vohra
8. Frank Keck

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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