How do wealthy people actually think about money—and what strategies do they use that most people never learn?

In this episode Thomas is a guest on the Weekly Wealth Podcast. He breaks down how business owners and investors deploy capital, access liquidity, and build wealth outside of traditional banks and the stock market.

What if there were a legal way for business owners to write off six figures a year, keep access to their money, and build guaranteed retirement income?

In this episode, Thomas Cox explains how high-income clients use a 412(e)(3) retirement plan paired with properly structured whole life insurance to reduce taxes, maintain liquidity, and stay in control of their capital.

Using real client examples—including Jessica, a real estate investor earning over $1M—Thomas shows how business owners can deduct $150K–$400K annually, avoid market volatility, and use their own money to fund growth without relying on banks.

This episode is for business owners, doctors, and investors who are maxing out traditional retirement plans and want a smarter way to manage taxes and cash flow.

In Part 2, Heath Holmes shares the leap from corporate leadership to entrepreneurship, breaking down how he built a scalable, high-ticket service business by identifying unmet customer needs. This episode covers starting lean, choosing the right marketing channels, pricing early work for learning—not profit—and tracking ROI. Heath also explains why “duplicate, don’t delegate” matters and how data, customer experience, and purpose drive sustainable growth.

Heath Holmes shares his unconventional business journey—from managing a pest control branch to helping build a standout moving company and stepping into executive leadership roles across multiple industries. In Part 1, Heath breaks down how learning KPIs, forecasting, and operational fundamentals created massive career leverage—even after unexpected setbacks. This episode explores leadership under pressure, the power of knowing your numbers, and why unglamorous industries often create the biggest opportunities.

What happens when a college quarterback’s biggest wins aren’t on the field?

In this episode, former UAB quarterback Thomas Cox shares the unfiltered story of stepping into the spotlight unexpectedly, beating ranked opponents, and learning what prepared leadership really looks like—then walking away from football to build multiple successful businesses.

In Part 2, David Morrison shares how he built a thriving construction company after addiction, debt, and starting his business in rehab. He breaks down real-world lessons on cash flow, margins, leadership, and growing a business without losing your people—while reflecting on faith, recovery, and legacy.

David Morrison went from addiction and prison to rebuilding a stronger life and business than ever before. His comeback story is raw, powerful, and unforgettable.

Thomas breaks down the 9 biggest misconceptions about Infinite Banking — from “It’s just life insurance” to “Dave Ramsey says it’s a scam.” No hype, no sales pitch. Just simple explanations of how IBC actually works, why high-income earners use it, and how it gives you more control, liquidity, and uninterrupted growth. A must-listen if you’ve ever wondered whether Infinite Banking makes sense for your situation.