Podcast Episodes
Back to SearchRetirement Plan Reality Check: Build Income, Reduce Risk, and Stay in Control
We went live, the chat exploded, and a listener voiced what so many feel but rarely say out loud: “I’ve followed the rules—so why doesn’t my Retireme…
9 months, 1 week ago
Indexed Universal Life Lawsuit: Kyle Busch vs Pacific Life—and the Lessons Every Family Needs
Why the Indexed Universal Life lawsuit is a wake-up call The headlines about the Kyle Busch vs Pacific Life indexed universal life lawsuit sparked th…
9 months, 2 weeks ago
Infinite Banking Mistakes: The Human Problems That Derail IBC
“It’s not the math. It’s the mindset.” When Bruce recorded this episode solo, he opened with something we’ve learned after thousands of client conver…
9 months, 3 weeks ago
Increase Your Savings Without Reducing Your Lifestyle
If you want to increase your savings, don’t start with your budget—start with your lifestyle.Your lifestyle isn’t about how much you spend.It’s about…
9 months, 4 weeks ago
Premium Financing Life Insurance: Could Be Right, Sometimes Smart
Premium financing life insurance for estate planning is one of those strategies that sounds impressive—and sometimes is. But for most families, it in…
10 months ago
Hidden Money Traps: How to Recognize and Overcome the Sabotage Blocking Your Wealth
The Corvette and the $80,000 Lesson Have you ever made a money decision that felt right in the moment… only to realize later it pulled you further fr…
10 months, 1 week ago
Infinite Banking vs Index Funds: Why You’re Asking the Wrong Question
The Gas Station Story That Reveals a Common Money Mistake Let me paint a picture for you. https://www.youtube.com/live/uqGN5Sz9tJg You’re driving dow…
10 months, 2 weeks ago
How to Choose the Right Life Insurance Agent for Your Financial Future
When Bruce came back from recording this episode of The Money Advantage podcast, he told me something that hit hard: https://www.youtube.com/live/r5o…
10 months, 3 weeks ago
Can You Use IUL for Infinite Banking
Have you ever heard someone say you can use an IUL for Infinite Banking? Maybe you’ve seen a slick video online, or a persuasive advisor with charts …
11 months ago
What Are the Risks of Infinite Banking? The Myths, Truths, and Real Concerns
When most people first hear about Infinite Banking, one of the first questions that comes up is: “But what are the risks of Infinite Banking?” It’s a…
11 months, 1 week ago