Latest / The Wealth Without Wall Street Podcast
What CPAs Get Wrong About Infinite Banking (ft. Anthony J. Faso)
What happens when a CPA evaluates Infinite Banking like any other financial product? In this episode, Russ and Joey sit down with Anthony J. Faso to explore what CPAs may be getting wrong about Infinite Banking, why he changed his perspective after the financial crisis, and how his experience eventually led him to leave his CPA firm and focus full-time on helping people implement Infinite Banking.
Anthony also shares client examples involving retirement accounts, short-term rentals, business liquidity, and buying competitors during an industry downturn. The conversation goes beyond the policy…
The skinny
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