153: The Investment Model That Protects Your Wealth From Banks | Josh Levy

Mar 31, 2026

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Learn more about how you can reclaim your financial sovereignty with Infinite Banking.

Did you know you can use life insurance to get out of the tax system while getting the best return on your investment?

I reached a point where relying on earned income alone felt unsustainable. That tension led me into infinite banking and a deeper look at how control over money actually works.

I’m joined by Josh, a former Naval Officer, rabbinical student, private jet broker, and authorized practitioner of the Infinite Banking Concept for over a decade under the mentorship of Ken Shapero. His path into this work brings both structure and lived experience to a topic that often feels abstract.

I share how a bank investigation changed my sense of safety and pushed me toward financial privacy and ownership. That moment forced me to question where my money lives and who actually benefits from it.

This episode is for anyone who senses something isn’t right with the way money is set up but can’t quite name it. It’s especially relevant if you want more control without having to rely on the same systems you no longer fully trust.

You’ll learn:

[02:14] Why lifelong financial responsibility can trigger a search for sustainable income

[04:32] What happens when your bank account is flagged, and safety feels uncertain

[06:48] How infinite banking reframes money as something you control

[09:15] The hidden cost of leaving money in banks

[12:27] Why 401ks expose you to risks you don’t control

[16:03] What makes whole life insurance a liquidity tool

[20:41] How uninterrupted compounding changes long-term value

[27:18] Why accessing your own capital shifts spending and investing

[34:56] How becoming your own financing source reduces reliance on banks

[44:22] What it looks like to make your money work in the background

[52:11] How structuring income through your policy changes cash flow entirely

[59:34] Why using your future death benefit can fund your present life

👉🏻 Want to start a podcast like this one? Book your free podcast planning call here.

Resources mentioned:

Becoming Your Own Banker by R. Nelson Nash | Book or Audiobook

Click here to schedule your call with Josh or Ken today.

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Website: kellybroganmd.com

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