Strategic Financial Planning
A short introduction to Luparius’s approach to financial planning.
Investing involves risk, including possible loss of principal. Past performance does not guarantee future results.
Watch page and detailsVideo library
Retirement and financial planning videos.
Explore eight educational videos shared by Luparius on financial planning, sequence-of-returns risk, investing, and infinite banking. Each watch page explains its topic, risks, and costs. Press Play to watch. YouTube players load only after you click.
Sequence of Returns
A short introduction to sequence of returns, the order in which investment returns arrive.
Investing involves risk, including possible loss of principal. Past performance does not guarantee future results. Sequence risk matters most when withdrawals are taken during down markets.
Watch page and detailsWho’s Your Sherpa?
A short video on the value of having a guide for the climb toward retirement.
Investing involves risk, including possible loss of principal. Past performance does not guarantee future results.
Watch page and detailsHow Does the Infinite Banking Concept Work for Real Estate Investors
Discusses the infinite banking concept, which uses dividend-paying whole life insurance, in the context of real estate investors.
Whole life insurance involves premiums, fees, and surrender charges. Policy loans accrue interest and reduce the death benefit and cash value if unpaid. Cash value growth is not guaranteed on all policies, and this is not a recommendation.
Watch page and detailsInvesting Money
A discussion of investing money.
Investing involves risk, including possible loss of principal. Past performance does not guarantee future results.
Watch page and detailsPros and Cons of IBC
A discussion of the pros and cons of the infinite banking concept (IBC).
Whole life insurance involves premiums, fees, and surrender charges. Policy loans accrue interest and reduce the death benefit and cash value if unpaid. Cash value growth is not guaranteed on all policies, and this is not a recommendation.
Watch page and detailsInfinite Banking Done Right
A video on infinite banking, which uses specially designed whole life insurance policies.
Whole life insurance involves premiums, fees, and surrender charges. Policy loans accrue interest and reduce the death benefit and cash value if unpaid. Cash value growth is not guaranteed on all policies, and this is not a recommendation.
Watch page and detailsProperly Structured High Cash Value Whole Life Insurance
A video on structuring high cash value whole life insurance, listed on YouTube as an income video, part 1.
Whole life insurance involves premiums, fees, and surrender charges. Policy loans accrue interest and reduce the death benefit and cash value if unpaid. Cash value growth is not guaranteed on all policies, and this is not a recommendation.
Watch page and detailsVideos are educational, not advice or recommendations. No transcripts are available yet. Insurance-based strategies involve costs and risks, and investing involves possible loss of principal. The five updated-logo videos play directly on this site. The three YouTube players load after you click and may set cookies.
Clear answers, useful next steps
Common questions
What financial topics do the Luparius videos cover?
The eight videos cover financial planning, investment market topics, sequence-of-returns risk, and the infinite banking concept. Each has a dedicated watch page with a topic summary and risk and cost context.
Are these videos current personal financial advice?
No. These are dated educational videos, not recommendations for your situation. Product terms, tax rules, markets, and regulations can change. Read the risk context and ask Keith or another appropriately licensed professional before acting.
Sources and verification
- SEC Investor.gov: mutual funds
Investments can lose value, and past performance does not predict future returns. Compare risks and costs, not just returns.
- SEC Investor.gov: annuities
Annuities are long-term insurance contracts. Costs, restrictions, and benefits vary; insurer obligations depend on financial strength and claims-paying ability.
These sources provide general education or public records, not an endorsement of Luparius. Luparius is not affiliated with Social Security, Medicare, or the SEC.
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Published by Luparius Asset Management & Brokerage in Park City, Utah. Meet Keith Lamb, President and CEO, and ask about current services, fees, and applicable disclosures.
Educational content, not individualized investment, tax, or legal advice. Calculations are hypothetical; investment results and future income are not guaranteed. Dated videos may not reflect current rules or product terms.