Podcast Episodes
Back to SearchIs Infinite Banking a Sales Tactic? The Truth About Taking Back Control of Your Money
“Is Infinite Banking a sales tactic?” It’s one of the first questions we hear—and it’s a valid one. When I first encountered Infinite Banking, I wasn…
11 months, 2 weeks ago
Michael Cole on Wealth, Legacy, and the True Impact of Money
A Story That Changes the Way You See Wealth When Bruce and I sat down with Michael Cole for The Money Advantage Podcast, the conversation didn’t just…
11 months, 3 weeks ago
400 Episodes: Top Lessons About Wealth, Legacy, and Serving Families
How a Campfire Call Sparked a Financial Movement It started with a campfire. Lucas and I were out camping when I made a phone call that would unknowi…
1 year ago
Jesse Durham: How to Build a Lifestyle of Stewardship
A friend called and said four words that changed the trajectory of a young family’s finances: Becoming Your Own Banker. At that moment, Jesse Durham …
1 year ago
How to Use Whole Life Insurance Tax Strategies to Fund Your Legacy
What Most Families Miss About Whole Life Insurance Tax Strategies Most people miss the hidden power of whole life insurance tax strategies—and in doi…
1 year ago
Short-Pay vs Long-Pay Life Insurance: How to Build a Powerful Infinite Banking System That Lasts Generations
What’s Really at Stake When it comes to short-pay vs long-pay life insurance, the question isn’t just about convenience—it’s about control, options, …
1 year ago
SLAT vs ILIT for High Net Worth Estate Planning: Which One Protects Your Legacy Best?
SLAT vs ILIT for High Net Worth Estate Planning isn't just a legal distinction—it's a strategic decision that could determine how well your wealth se…
1 year ago
How 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…
1 year, 1 month ago
Questions a Good Financial Advisor Should Ask (But Most Don’t)
I’ll never forget Bruce’s story about his car, the check engine light on, and a mechanic insisting it needed a $1,500 catalytic converter. Bruce knew…
1 year, 1 month 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…
1 year, 1 month ago