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

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

From Reclamation Radio with Kelly Brogan MD by Kelly Brogan MD

March 31, 2026 · 1h 12m · Episode 153

About this episode

This episode discusses how to reclaim financial sovereignty through infinite banking with guest Josh Levy.

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…

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