Podcast Episodes
Back to SearchSpouse Financial Preparedness: Ensure Your Partner Can Flourish—Not Fumble
I’ll never forget the moment my co‑host Bruce Wehner shared a powerful story: Nelson told his wife, Mary, “I need to teach you how to be a widow.” That striking phrase stopped us in our tracks. It wa…
Published on 2 months, 1 week ago
How Much Life Insurance Do I Need? Ask This Instead
How Much Life Insurance Do I Need? Why That’s the Wrong Question If you’ve ever asked, “How much life insurance do I need?”—you’re not alone. It’s a common starting point. But in this article, Bruce …
Published on 2 months, 2 weeks ago
Mutual Holding Companies: What Whole Life Policyholders Need to Know
Lately, we’ve seen a troubling trend online. People—some well-meaning, some not—are sharing misinformation about mutual holding companies, claiming these companies are no longer mutually owned or tha…
Published on 2 months, 3 weeks ago
The Truth About Single Premium Paid-Up Additions (SPUA): How to Design Infinite Banking Policies With Wisdom, Not Hype
A few weeks ago, something special happened as we kicked off a podcast recording—Joe DeFazio held up a first edition copy of Becoming Your Own Banker by Nelson Nash. It had just arrived in his hands,…
Published on 2 months, 4 weeks ago
How Whole Life and Guaranteed Universal Life Insurance Support Legacy, Wealth Transfer, and Tax Efficiency
In today’s post, Bruce and I (Rachel Marshall) want to bring you behind the scenes of a candid and educational conversation we had with Matt Ewald, Vice President of Life Insurance at Advisors Excel.…
Published on 3 months ago
Align Wealth With Values Through Faith-Based Legacy Planning
There’s a story Buffy Ruthardt shared that still gives me chills. She and her husband Darren were on a drive, just processing life and legacy—wondering aloud what it might look like for their childre…
Published on 3 months, 1 week ago
How to Design a Whole Life Policy for Infinite Banking: Avoid the Pitfalls, Build Long-Term Wealth, and Create a System That Lasts Generations
Let me tell you a quick story. Imagine walking into your local grocery store, grabbing a can of peas, and sneaking out the back door without paying. It sounds ridiculous—maybe even unethical, right? …
Published on 3 months, 2 weeks ago
Should You Put All Your Income Into a Whole Life Policy? Here’s What You Need to Know
It started with a bold question that showed up in a public comment: "If infinite banking is so powerful, why wouldn't I just put all my income into a whole life policy?" That single comment sparked a…
Published on 3 months, 3 weeks ago
Can You Deduct Life Insurance Premiums? The Truth Every Business Owner Needs to Know
Recently, Bruce shared a story that perfectly illustrates unexpected life challenges—his basement flooded, turning a peaceful Easter weekend into an emergency cleanup session. Just as unexpected prob…
Published on 4 months ago
Infinite Banking Concept (IBC): The Golden Key that Unlocks Your Financial Life
https://www.youtube.com/watch?v=0AIoJylhZNI The Infinite Banking Concept is a financial strategy, first codified by R. Nelson Nash, that uses high-cash-value, dividend-paying whole-life insurance so …
Published on 4 months ago