Podcast Episodes
Back to SearchWhat Are the Risks of Infinite Banking? The Myths, Truths, and Real Concerns
When most people first hear about Infinite Banking, one of the first questions that comes up is: “But what are the risks of Infinite Banking?” It’s a fair question. We live in a financial world where…
Published on 8 hours ago
Is Infinite Banking a Sales Tactic? The Truth About Taking Back Control of Your Money
“Is Infinite Banking a sales tactic?” It’s one of the first questions we hear—and it’s a valid one. When I first encountered Infinite Banking, I wasn’t looking for a new strategy. I was simply trying…
Published on 1 week ago
Michael Cole on Wealth, Legacy, and the True Impact of Money
A Story That Changes the Way You See Wealth When Bruce and I sat down with Michael Cole for The Money Advantage Podcast, the conversation didn’t just scratch the surface of wealth management—it went …
Published on 2 weeks ago
400 Episodes: Top Lessons About Wealth, Legacy, and Serving Families
How a Campfire Call Sparked a Financial Movement It started with a campfire. Lucas and I were out camping when I made a phone call that would unknowingly change the course of our lives and the lives …
Published on 3 weeks ago
Jesse Durham: How to Build a Lifestyle of Stewardship
A friend called and said four words that changed the trajectory of a young family’s finances: Becoming Your Own Banker. At that moment, Jesse Durham was a former cop turned Spanish teacher in North C…
Published on 4 weeks ago
How to Use Whole Life Insurance Tax Strategies to Fund Your Legacy
What Most Families Miss About Whole Life Insurance Tax Strategies Most people miss the hidden power of whole life insurance tax strategies—and in doing so, they overpay in taxes and underfund their l…
Published on 1 month ago
Short-Pay vs Long-Pay Life Insurance: How to Build a Powerful Infinite Banking System That Lasts Generations
What’s Really at Stake When it comes to short-pay vs long-pay life insurance, the question isn’t just about convenience—it’s about control, options, and legacy. https://www.youtube.com/live/dPxt8Nui4…
Published on 1 month, 1 week ago
SLAT vs ILIT for High Net Worth Estate Planning: Which One Protects Your Legacy Best?
SLAT vs ILIT for High Net Worth Estate Planning isn't just a legal distinction—it's a strategic decision that could determine how well your wealth serves your family, both now and for generations to …
Published on 1 month, 2 weeks ago
How One Family Mastered Legacy Planning for Families Without Sacrificing Unity or Values
The Power of a Love Letter When Shannon sat down to write her love letters to her children, she didn’t expect just how meaningful the process would be. What began as a simple act of putting words on …
Published on 1 month, 3 weeks ago
Questions a Good Financial Advisor Should Ask (But Most Don’t)
I’ll never forget Bruce’s story about his car—check engine light on, a mechanic insisted it needed a $1,500 catalytic converter. Bruce knew better and fixed it by simply tightening the gas cap. That …
Published on 2 months ago