Adam Niman: Why The ‘Be Your Own Banker’ Concept Is Flawed

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Founder Views - SaaS, Business, and Beyond

Kosta Panagoulias

99 episodes

4 hours ago

Founder Views is a podcast for SaaS builders who want real conversations, not recycled playbooks. Hosted by Kosta Panagoulias, a 2x SaaS founder, the show features in-the-trenches conversations with SaaS CEOs, operators, and experts. Each episode digs into the decisions, strategies, wins, and struggles that shape real companies - practical insights from people actively building, not theorizing. While the core focus is SaaS growth, leadership, and execution, the podcast also leaves room for broader discussions that help founders think better - whether that’s economics, technology, markets, or other big-picture business topics. If you want raw, easy-to-follow conversations with people who've actually built something, you’ll feel right at home.

All content for Founder Views - SaaS, Business, and Beyond is the property of Kosta Panagoulias and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

Entrepreneurship

Business,

Investing

Adam Niman: Why The ‘Be Your Own Banker’ Concept Is Flawed

Founder Views - SaaS, Business, and Beyond

54 minutes

2 years ago

Adam Niman: Why The ‘Be Your Own Banker’ Concept Is Flawed

Adam Niman (BSc, CLU) is a seasoned life insurance professional with over a decade of experience in the field. His focus is exclusively on insurance, and he advocates for keeping insurance and investments separate.

I first heard Adam on one of my favourite podcasts (see link below), talking about why the infinite banking concept is flawed. He raised some pretty eye-opening concerns and perspectives that stirred up some waves in the infinite banking circles.

Since first hearing Adam on that podcast, we've since had several conversations, and wanted to have him on the podcast. I definitely think his insights and message is worth sharing.

If you're familiar with infinite banking, have a policy, or thinking about getting setup, this is an episode you definitely want to hear.

Download Adam's ebook "Fortune or Fiction" here: https://fortuneorfiction.ca/