The Sovereign Capitalist
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The Sovereign Capitalist

ABOUT THIS PODCAST 🔗

Welcome to The Sovereign Capitalist, hosted by Jose Atencio and George Roth—passive income strategists, wealth building experts, and financial freedom advisors. Presented by Austaris Capital Advisors.

Discover a fresh perspective on long-term wealth building and true financial freedom. We empower Canadians to take back control of their capital, optimize for growth, and protect their assets from taxation and market risk. As proponents of Austrian economics and specialists in the Infinite Banking Concept, we break down practical, battle-tested strategies to help you build reliable passive income and achieve financial sovereignty.

Whether you're looking to eliminate banking inefficiencies, build multi-generational wealth, or secure your financial future, this podcast is your blueprint.

📈 Ready to Take Control of Your Capital?

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🗓️ Schedule your financial plan review: https://austaris.com/contact

🌐 Connect With Austaris

⚠️ Disclaimer: This show is for entertainment and educational purposes only and does not constitute formal financial, tax, or legal advice. All content on this podcast is for education, discussion, and illustrative purposes only. Should you need personalized advice, please consult a licensed financial or tax advisor. Neither the hosts, guests, nor Austaris Capital Advisors can be held responsible for any direct or incidental loss incurred from applying the information shared on this show.

Business
Entrepreneurship
Hosts:
Update frequency:
every 21 days
Average audio length:
34 minutes
Guest interviews
English
Canada
12 episodes
since March 10, 2026
episodic
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IN THIS PODCAST 🔗

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LATEST EPISODE 🔗

Kristyn Pearce: What is an Infinite Banking Practitioner?

Kristyn Pearce: What is an Infinite Banking Practitioner?

· transcript
In this episode we discuss how people discover IBC, why practitioner authorization through the Nelson Nash Institute matters, and how IBC can restore hope by helping families and entrepreneurs build an asset they can use while it continues to grow. Kristen shares her background in business finance,…
00:36:40
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PREVIOUS EPISODES

Protection for your Personal Banking System

Protection for your Personal Banking System

· transcript
Most wealth plans rest on a fragile “human machine” that generates income, while banks, CRA, utilities, and debts don’t pause if illness or disability strikes, forcing asset liquidation and derailing compounding. We contrast CI (tax-free lump sum for covered diagnoses) with DI (monthly income repla…
00:30:49
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How can Universal Life Derail Your Financial Plan

How can Universal Life Derail Your Financial Plan

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Universal Life Insurance: The Hidden Risks, Rising Costs & Why Whole Life Matters for Infinite BankingThe episode argues that universal life (UL) can become a financial trap due to rising yearly renewable term (YRT) insurance costs, market-dependent cash values, misleading illustrations, and ad…
00:32:45
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Financial Risk Management 101 for Canadian Farmers (and how to thrive)

Financial Risk Management 101 for Canadian Farmers (and how to thrive)

· transcript
In this episode of the Sovereign Capitalist Podcast, hosts Jose Atencio and George Roth discuss the significant risks and challenges that Canadian farmers face, particularly when planning for succession without government support. They highlight the 'trifecta threat' of bankers, governmen…
00:31:12
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The Scam of Central Banking (and how they steal your future)

The Scam of Central Banking (and how they steal your future)

· transcript
We discuss the government's unrestrained power to run deficits, the hidden cost of new money creation on cost of living, and the central bank's ability to manipulate interest rates. The podcast explores three key problems: the life-money connection, inorganic money creation, and the debt …
00:31:11
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The Secrets of the Perfect Investment

The Secrets of the Perfect Investment

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The Perfect Investment: Leveraging Life Insurance for Financial FreedomIn this episode of the Sovereign Capitalist Podcast, hosts Jose Atencio and George Roth discuss a revolutionary approach to financial stability and wealth transfer through life insurance. They emphasize how life insurance is uni…
00:40:59
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How to Leave an Inheritance To The CRA (RRSP Fail)

How to Leave an Inheritance To The CRA (RRSP Fail)

· transcript
Estate Planning Pitfalls: How CRA Can Become Your Biggest HeirIn this episode of the Sovereign Capitalist Podcast, hosts Jose Atencio and George Roth discuss the critical topic of estate planning and how insufficient planning can lead to the Canada Revenue Agency (CRA) becoming your biggest heir. T…
00:29:19
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Passive Income Rules for Canadian Businesses (You Are Paying More Taxes Than Needed)

Passive Income Rules for Canadian Businesses (You Are Paying More Taxes Than Needed)

· transcript
We break down two major Canadian corporate tax advantages—the small business deduction (up to $500,000 of active income when passive income is under $50,000) and the capital dividend account (CDA)—and explain what counts as active vs. passive income for a Canadian-controlled private corporation. We…
00:39:28
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What NOT to do when the CRA Audits YOU

What NOT to do when the CRA Audits YOU

· transcript
Tax Litigator Dov Whitman, Jose Atencio and George Roth on What to Do (and Not Do) When the Brown Envelope Arrives.This episode features Montreal tax litigator Dov Whitman discussing how we should respond when we receive a CRA audit letter and why many people make costly mistakes by either overcomp…
00:42:25
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The 7 Traits for Sovereign Capital

The 7 Traits for Sovereign Capital

7 Non‑Negotiable Traits of Sovereign CapitalIn this episode, we (Jose, George Roth, and Wayne Durksen of Austaris) explain why capital must be preserved, protected, and available for acquisition without being put at risk, and we outline the seven non‑negotiable traits of “sovereign capital”: measur…
00:32:44
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Disclaimer: The podcast and artwork embedded on this page are from Austaris Capital Advisors, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
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