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What we would hand you
before a first meeting.

Podcasts, books, our own writing, and the estimators on this site. Some of it is ours and some of it is not, and we have said which is which.

Podcast

College Knowledge Podcast

Elite Collegiate Planning

Admissions, financial aid, and the parts of the college process families usually find out about too late. Produced by our college partner, not by us.

Listen
Book

Becoming Your Own Banker

R. Nelson Nash

The foundational text on the Infinite Banking Concept. Dense in places, but this is the source rather than a summary of the source.

Get the book
Book

Bank On Yourself audiobook

Pamela Yellen

The general-audience introduction to the strategy, read aloud. Shorter and plainer than the technical books, and a fair first listen before a first meeting.

Get the audiobook
Book

The Business Fortress

David C. Barnett and Mark Willis

How to grow a business, protect it from the years that go wrong, and leave it on your own terms. The one on this list written for owners rather than families.

Get the book
Reading

Our blog

Thompson & Thurman

Where we write about what we are seeing, in our own words rather than a carrier’s. Updated as often as the work allows.

Read
Tool

Retirement gap estimator

On this site

A rough sense of where a plan stands today, in about a minute. A conversation starter, not a plan.

Open it
Tool

The college planner

On this site

Set the school type and your child’s age, and see the shortfall and what would close it.

Open it
Tool

Estate readiness checklist

On this site

Eight questions. Tick what is genuinely done and current, and see where the gaps are.

Open it

Books and podcasts listed here are produced by other people. We link them because they explain something well, not because we have any arrangement with the author or publisher, and linking is not an endorsement of everything in them.

Read something, then bring the questions.

The first conversation is free and nothing has to be decided in it.