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  • The Axiom Process
    • 5/21/23

    The Axiom Process

    The Axiom Process shows you how to systematically deploy your capital towards what aligns with your “investor DNA” while also remaining liquid so you can live your life without financial anxiety.  

  • Cash Flow Mapping
    • 5/23/23

    Cash Flow Mapping

    Increasing the amount you can invest each and every year will allow you to target more realistic and conservative investments. Our Cash Flow Mapping platform Currence is going to allow you to systematically deploy capital to bolster your current passive revenue streams or start new ones. This will take pressure off your W2 or business income sources over time.

  • Setting Up Your Family Bank
    • 9/21/23

    Setting Up Your Family Bank

    Learn how creating your own Family Bank, utilizing Whole Life Insurance, will allow you to gain control, eliminate stress, and create endless possibilities for your family.

  • Real Estate Investing Using Whole Life
    • 2/8/23

    Real Estate Investing Using Whole Life

    This video dives into the power of using a Whole Life Policy with Real Estate Investing or any other asset. Whole Life acts as a storage place for your capital and allows you to purchase more assets over time.

  • Setting Your Kids Up for Success
    • 4/9/23

    Setting Your Kids Up for Success

    Opening a Whole Life policy on your kids could be a powerful way to teach them how to be good stewards of money…and have a lot of fun in the process.

  • Become Your Own Bank
    • 6/2/23

    Become Your Own Bank

    Learn how to leverage an overfunded Whole Life insurance policy to invest in real estate.

  • The Cons of Paying Down Your Mortgage Early
    • 3/12/23

    The Cons of Paying Down Your Mortgage Early

    Typical financial advice tells you to pay down your mortgage early if you have extra savings. We will show how that one mistake could cost you millions.

  • Our Story
    12/12/23

    Our Story

    The Finance Cowboy, Jaren Sustar, and Katie Bargetto talk about how she built a real estate portfolio by leveraging her Whole Life Insurance policy.

  • 4 Pillars of Real Estate Investing
    • 1/13/23

    4 Pillars of Real Estate Investing

    Learn how to have your money work for you in four different ways when you invest in real estate.