Website: www.WealthWiseBanking.com

LinkedIn: https://www.linkedin.com/company/wealthwise-banking

Your income is the engine of your financial life, but it’s fragile. In Episode 26 of WealthWise Banking, hosts Jeremy Huggins and Jason Sipple reveal why high-achieving professionals—pilots, surgeons, entrepreneurs—need more than investments to secure their future. Discover how the Infinite Banking Concept (IBC) protects your earning power, ensures uninterrupted access to capital, and builds a lasting legacy. Learn practical strategies like guaranteed insurability riders to safeguard your role as a builder, no matter what life brings. Stop hoping—start controlling your wealth today.

EPISODE HIGHLIGHTS

Income: Your Most Valuable Asset - (00:00)

Whole Life as Income Replacement - (04:07)

Proactive Planning to Avoid Trauma - (07:27)

Protecting Family and Legacy - (08:25)

Leadership Means Preparing for the Unexpected - (11:01)

Income as the Financial Engine - (13:54)

Guaranteed Insurability Rider Explained - (18:19)

Control Over Accounts - (20:45)

Pay Yourself First for Wealth - (26:19)

Jared Adams’ Story as a Cautionary Tale - (32:12)

ABOUT YOUR HOSTS

At WealthWise Banking, hosts Jeremy Huggins and Jason Sipple combine decades of experience in finance, leadership, and wealth-building to help listeners eliminate debt, grow wealth, and build lasting legacies.

Jeremy, a West Point graduate and Special Operations Veteran, brings a strategic, disciplined approach to financial planning, shaped by years in high-pressure environments. Now a real estate investor, airline pilot, and certified Infinite Banking Concept Practitioner, he helps clients unlock financial freedom through IBC strategies designed for long-term stability.

Jason, a 5x Ironman Competitor, money mentor, and founder of Founding Fathers Financial, has guided thousands toward debt elimination, cash flow optimization, and legacy building. Through Founding Fathers, Jason leads a community of men focused on aligning wealth with purpose, fostering leadership, and building legacies that reflect their values.

Together, Jeremy and Jason share real stories of transformation, showcasing how listeners apply the Infinite Banking Concept (IBC) to take control of their financial futures.

Beyond the Mic: Jeremy enjoys fitness and outdoor adventures with his wife and two dogs, LB and Tito. Jason balances mentoring, Ironman training, and community-building through Founding Fathers.

🎧 Tune in weekly to learn practical strategies and simple shifts that unlock financial independence and lasting success.

Website: www.WealthWiseBanking.com

LinkedIn: https://www.linkedin.com/company/wealthwise-banking

Join hosts Jeremy Huggins and Jason Sipple on WealthWise Banking as they dive into the art of estate planning with Glen Wagstaff, founder of the nation’s largest estate planning firm. Discover how to craft a generational legacy that goes beyond wealth, using trusts and strategic planning to secure your family’s future. Glen shares actionable insights on building a dynasty trust, avoiding common pitfalls, and aligning your financial decisions with your values—without relying on Wall Street or big banks. Whether you’re an ambitious professional or entrepreneur feeling financially stuck, this episode empowers you to take control and become the hero of your financial story. Learn why estate planning isn’t just for the ultra-wealthy and how you can start today. Visit intervivosplan.com and mention the podcast for special pricing!

EPISODE HIGHLIGHTS

Introduction to Family Banking: 00:00

Welcoming Glenn Wagstaff: 00:29

Two Truths and a Lie: 01:30

Why Estate Planning Matters: 05:43

Estate Planning for All Ages: 08:44

Innovating with Blockchain Trusts: 13:08

The Rockefeller Method: 19:57

Understanding Trusts: 25:02

Aligning Values with Finances: 35:32

Creating a Family Bank: 48:48

ABOUT YOUR HOSTS

At WealthWise Banking, hosts Jeremy Huggins and Jason Sipple combine decades of experience in finance, leadership, and wealth-building to help listeners eliminate debt, grow wealth, and build lasting legacies.

Jeremy, a West Point graduate and Special Operations Veteran, brings a strategic, disciplined approach to financial planning, shaped by years in high-pressure environments. Now a real estate investor, airline pilot, and certified Infinite Banking Concept Practitioner, he helps clients unlock financial freedom through IBC strategies designed for long-term stability.

Jason, a 5x Ironman Competitor, money mentor, and founder of Founding Fathers Financial, has guided thousands toward debt elimination, cash flow optimization, and legacy building. Through Founding Fathers, Jason leads a community of men focused on aligning wealth with purpose, fostering leadership, and building legacies that reflect their values.

Together, Jeremy and Jason share real stories of transformation, showcasing how listeners apply the Infinite Banking Concept (IBC) to take control of their financial futures.

Beyond the Mic: Jeremy enjoys fitness and outdoor adventures with his wife and two dogs, LB and Tito. Jason balances mentoring, Ironman training, and community-building through Founding Fathers.

🎧 Tune in weekly to learn practical strategies and simple shifts that unlock financial independence and lasting success.

Website: www.WealthWiseBanking.com

LinkedIn: https://www.linkedin.com/company/wealthwise-banking

Tired of funding systems you don’t control, like banks or 401(k)s? Discover how smart entrepreneurs use the Infinite Banking Concept (IBC) to build a business they own—one with guaranteed growth, tax-free profits, and ironclad asset protection. Join hosts Jeremy Huggins and Jason Sipple as they reveal how IBC empowers you to secure your business, protect against key person risk, and retain top talent without giving up equity. From cross-purchase agreements to non-qualified deferred compensation plans, learn practical strategies to shift from borrower to builder and design a legacy that lasts. Ready to take control of your wealth? Visit www.WealthWiseBanking.com for a free strategy call and start building your IBC system today!

EPISODE HIGHLIGHTS

Traditional Systems vs. IBC - 00:00

IBC as Your Own Business - 01:06

Guaranteed Growth System - 01:44

Profitable by Year Five - 03:48

Entrepreneurial Mindset Shift - 06:27

Mitigate Key Person Risk - 10:41

Cross-Purchase Agreements - 12:06

Tax-Free Property Tax Strategy - 13:52

NQDC Plans for Retention - 19:07

Community of Builders - 24:56

ABOUT YOUR HOSTS

At WealthWise Banking, hosts Jeremy Huggins and Jason Sipple combine decades of experience in finance, leadership, and wealth-building to help listeners eliminate debt, grow wealth, and build lasting legacies.

Jeremy, a West Point graduate and Special Operations Veteran, brings a strategic, disciplined approach to financial planning, shaped by years in high-pressure environments. Now a real estate investor, airline pilot, and certified Infinite Banking Concept Practitioner, he helps clients unlock financial freedom through IBC strategies designed for long-term stability.

Jason, a 5x Ironman Competitor, money mentor, and founder of Founding Fathers Financial, has guided thousands toward debt elimination, cash flow optimization, and legacy building. Through Founding Fathers, Jason leads a community of men focused on aligning wealth with purpose, fostering leadership, and building legacies that reflect their values.

Together, Jeremy and Jason share real stories of transformation, showcasing how listeners apply the Infinite Banking Concept (IBC) to take control of their financial futures.

Beyond the Mic: Jeremy enjoys fitness and outdoor adventures with his wife and two dogs, LB and Tito. Jason balances mentoring, Ironman training, and community-building through Founding Fathers.

🎧 Tune in weekly to learn practical strategies and simple shifts that unlock financial independence and lasting success.