Podcast Episodes
Back to SearchHow to Start a Family Bank: Insights from John Moriarty
Interested in finding out how to start a family bank? Today, Bruce and I talk with our friend and colleague, John Moriarty, Founder and President of e3 ConsultantsGROUP. https://www.youtube.com/watch…
Published on 4 months, 1 week ago
Tour Our Private Family Banking System
Do you want to build a family banking system that will provide capital to you and future generations? Come see behind the scenes as we talk about our Marshall Family Bank in real-time. https://www.yo…
Published on 4 months, 1 week ago
Estate Planning with Life Insurance: How to Protect Your Wealth and Prepare Your Family
When we first started talking about estate planning with life insurance, it was because we saw a massive disconnect in how families were thinking about their wealth. Not just the numbers. But the pur…
Published on 4 months, 1 week ago
The 3 Components of Infinite Banking Policy Design: Base, PUAs, and Term
Bruce Wehner discusses the primary components of infinite banking policy design: base premium, paid-up additions riders, and term riders. Following the principles laid out by Nelson Nash in Becoming …
Published on 4 months, 1 week ago
Leveraging Policy Loans in Infinite Banking: A Strategic Guide
https://www.youtube.com/watch?v=V8y-QLv01jI Have you heard about Nelson Nash’s Infinite Banking strategy, and how to become Your Own Banker, and want to learn more? Or maybe you’re already using Infi…
Published on 4 months, 2 weeks ago
The Pros and Cons of an ILIT: Is It the Right Move for Your Legacy?
What do the St. Louis Rams and Prince have in common? Their stories illustrate the pros and cons of an ILIT—or, more accurately, what happens when estate planning tools like an ILIT aren’t used at al…
Published on 4 months, 2 weeks ago
Is Cash Value Life Insurance Enough for Retirement?
Today, Bruce and I want to unpack a question we frequently encounter: Is cash value life insurance enough for retirement? It’s a compelling question, but one without a simple yes or no answer. The ef…
Published on 4 months, 3 weeks ago
How Tariffs Impact Your Wallet (And Why It Matters More Than You Think)
If you've ever tried leading a Zoom call while your screen goes black mid-sentence, you know the feeling of being out of control. That’s how many of us feel about our finances right now—like we're on…
Published on 5 months ago
Is Infinite Banking Tax-Free? The Truth You Need to Know
If you’ve been researching Infinite Banking, you’ve probably heard it described as "tax-free." That phrase is thrown around a lot, and while it sounds great, it’s not entirely accurate. The reality i…
Published on 5 months, 1 week ago
Nelson Nash Institute Think Tank 2025 Recap
Imagine sitting in a room full of financial professionals, entrepreneurs, and thought leaders, all gathered with a shared mission—to gain clarity, deepen understanding, and refine strategies for impl…
Published on 5 months, 2 weeks ago