Podcast Episodes
Back to SearchWhat 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…
4 months, 2 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 months, 3 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…
5 months 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…
5 months, 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.…
5 months, 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…
5 months, 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…
5 months, 4 weeks ago
Nelson Nash Think Tank 2026 Recap: What Serious Practitioners Want Families to Understand
The “Real Show” Reminder (and why that matters) We kicked off this episode the way we often do—by being real. A quick tech hiccup, a laugh, and the r…
6 months, 1 week ago
Marshall Family Banking System Case Study: In-Force vs Original Illustration (Part 6)
The moment we realized “liquidity” isn’t a theory Thirteen years ago, Lucas and I thought we were being responsible by storing a lot of our capital i…
6 months, 2 weeks ago
Financial Strategy for Families in 2026 and Beyond: A Framework for Uncertain Markets
The “Clean Slate” That Changes Your Decisions Every January, Bruce and I have this running joke: as a society, we collectively decide that January 1 …
6 months, 3 weeks ago