Podcast Episodes
Back to SearchWhen Should You Use a 1035 Exchange with Life Insurance?
Do you have a life insurance policy you’re concerned may not last, lacks guarantees, or may lapse, and you’re wondering how you could trade it in for…
5 years, 5 months ago
Family Banking Strategy with Whole Life: An 11-Year Case Study, with John Moriarty
This week, we welcome John Moriarty back to the Money Advantage Podcast. In Part 1, we talked about building a family bank on a conceptual level. Now…
5 years, 6 months ago
Wealth Transfer Risks that Can Cost You Big, with Ron Phillips
https://www.youtube.com/watch?v=jFbebed_F78 Want to know what happens to your real estate portfolio after you’re gone? In this episode, we’re talking…
5 years, 6 months ago
How Safe are Life Insurance Companies?
We frequently discuss high cash value life insurance here at the Money Advantage, yet with the financial uncertainties of COVID-19, how safe are life…
5 years, 6 months ago
Custom-Designed Estate Planning, with Stephen Haynes
https://www.youtube.com/watch?v=_KcOV9DhFkE Considering estate planning, but not sure how to make it work best for your family? Wondering how to bala…
5 years, 6 months ago
Estate Planning Strategies with Andrew Weinhaus
Today, we’re talking with Andrew Weinhaus about why you need an estate plan. He's an attorney who has worked in estate planning for 30 years. That …
5 years, 7 months ago
Building Family Wealth, with Jon and Missy Butcher
Do you want extraordinary relationships with your kids? Are you longing to build a family that’s strong and enduring, living life on purpose? Build…
5 years, 7 months ago
Life Insurance Agent Commission and Whole Life Policy Design, with Rodney Mogen
Not all whole life policies are designed equally. Some that show up better on an illustration actually have a higher risk. Rodney Mogen came back …
5 years, 7 months ago
Complete Family Wealth, with Keith Whitaker
https://www.youtube.com/watch?v=gB_2RGtp_ts Will the work you do create a foundation for your kids and grandkids to prosper? Then how do you create …
5 years, 7 months ago
How to Become a Real Estate Investor Goddess, with Monick Halm
https://www.youtube.com/watch?v=p2xDUahEtWc Do you want to invest in real estate? Do you want it to feel effortless and productive, without getting …
5 years, 8 months ago