Podcast Episodes
Back to SearchBoost Investment Returns with Infinite Banking
Every investor faces the same quiet trade-off. The moment you move capital from savings into a deal, the money stops growing where it was. It is now …
15 hours ago
Using IUL for Retirement: Smart Strategy or Costly Mistake?
You've probably seen the pitch. Maybe you sat across from an advisor, or watched a video, or had a friend forward you something. The illustration was…
1 week ago
What Is Limited Pay Life Insurance?
What Is Limited Pay Life Insurance? Most people assume that owning a whole life insurance policy means writing premium checks for the rest of their l…
2 weeks ago
What Is an Indexed Universal Life (IUL) Policy?
Few financial products generate as much excitement (or possibly as much confusion) as indexed universal life insurance. IUL insurance has become one…
3 weeks ago
Financial Literacy for Gen Z: Why Game-Based Learning May Be the Better Way
What an Old Game Revealed About Real Money Decisions One of the most interesting moments in our conversation with Lucy Taylor had nothing to do with …
4 weeks ago
Infinite Banking Policy Design for Long-Term Results
If You’re Chasing Early Cash Value, Read This First Bruce and I were recording across three time zones, and that detail matters more than you might t…
1 month ago
Roth Conversion Strategy: When It Makes Sense, What to Watch For, and How It Affects Your Heirs
“I’m Not Paying for Oil—I’m Protecting the Engine” There’s a moment in our house where Lucas will look at me—calm as can be—and say, “Rachel… I’m not…
1 month, 1 week ago
What Is Reduced Paid-Up (RPU) Insurance?
What Is Reduced Paid-Up (RPU) Insurance? Somewhere buried in your whole life insurance policy, there's a provision called the reduced paid-up option.…
1 month, 2 weeks ago
How to Turn Savings Into Wealth: The System Most People Miss
The $15 Lunch That Quietly Steals the Future Bruce and I were talking recently about something that looks harmless on the surface—and yet it explains…
1 month, 3 weeks ago
Investing vs Owning Assets: The Unseen Wealth Gap Most Families Never See
Investing” Is Not the Same as “Owning” A client said something to Bruce recently that stuck with me: “I despise the idea of a 401(k)… but I also know…
2 months ago