Podcast Episodes
Back to SearchHow One Family Mastered Legacy Planning for Families Without Sacrificing Unity or Values
The Power of a Love Letter When Shannon sat down to write her love letters to her children, she didn’t expect just how meaningful the process would b…
9 months ago
Questions a Good Financial Advisor Should Ask (But Most Don’t)
I’ll never forget Bruce’s story about his car—check engine light on, a mechanic insisted it needed a $1,500 catalytic converter. Bruce knew better an…
9 months, 1 week ago
Spouse 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.” Th…
9 months, 2 weeks 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 …
9 months, 3 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 t…
10 months 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…
10 months, 1 week 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, V…
10 months, 2 weeks 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—wonderi…
10 months, 3 weeks 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. …
11 months 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…
11 months, 1 week ago