Episode 393: Jim Oliver – How to Take Back Control of Your Money & Build Wealth

Episode 393: Jim Oliver – How to Take Back Control of Your Money & Build Wealth

Overview

Jim Oliver founded CreateTailwind in 1988 in Denver, CO. Originally a full service financial planning firm, Jim and his team weathered two major corrections on Wall Street and pivoted CreateTailwind’s focus to building wealth beyond Wall Street.

Teaching clients to create wealth without Wall Street brokers and financial planners took off. To most people, becoming their own banker was something they couldn’t envision. Most people park their money in qualified plans or with a “broker” and hope that the money grows.

Jim reminds his clients that “hope is not a strategy”. He teaches his clients that becoming their own banker means they accumulate money AND they deploy it to make even more money.

What We Dig Into

  • What does it mean to become your own banker (and how to do it).
  • How can we use an alternative bank instead of a commercial one.
  • How do we create a path to infinite wealth without Wall Street.
  • Instead of retirement, you should focus on eternal cash flow.

Resources

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