In this video, Toby Mathis reveals three powerful ways the wealthy skip the banks, avoid loan officers, and finance their own investments—without gimmicks.
Would you like to learn more about minimizing taxes? Schedule a free consultation here: https://aba.link/bfq
We’ll break down how tools like cash value life insurance (under IRS Section 7702) allow your money to grow tax-deferred, be borrowed against tax-free, and even pass on to your heirs without triggering taxation.
You’ll also learn how to avoid common mistakes, like choosing the wrong type of policy or working with agents more focused on commissions than your financial growth.
Whether you’re a business owner, investor, or simply looking for more control and flexibility with your money, this episode shows you how to become your own bank—and why the right setup can be a game changer for your wealth.
🔔 Don’t forget to subscribe for more insights on real estate investing and business strategies!
Show Notes:
0:00 Intro
0:44 First Way to be Your Own Bank
2:46 Growing Tax Free
6:34 Second Way to be Your Own Bank
8:48 Third Way to be Your Own Bank
13:41 Bonus Tip
15:20 Final Thoughts
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Visit Anderson Advisor’s website for content, like articles, podcasts, and more that we publish alongside my channel. 👉 https://aba.link/tobyaba
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CONTACT US
Phone: 800.706.4741
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Fax: 702.664.0545
ABOUT TOBY MATHIS
Toby Mathis, Esq. is the best-selling author of Infinity Investing: How the Rich Get Richer And How You Can Do The Same. Toby is a tax attorney and founded Anderson Business Advisors, one of the most successful law, tax, and estate planning companies in the United States. Learn more at https://aba.link/tobyaba
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The information provided in this video should not be construed or relied on as legal advice for any specific fact or circumstance. Its content was prepared by Anderson Business Advisors with its main office at 3225 McLeod Drive Suite 100 Las Vegas, Nevada 89121. This video is designed for entertainment and information purposes only. Viewing this video does not create an attorney-client relationship with Anderson Business Advisors or any of its lawyers. You should not act or rely on any of the information contained herein without seeking professional legal advice.
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