Podcast Episodes
Back to SearchWhole Life Term Riders: Level vs. Blended Term Riders
Imagine you’re constructing the financial equivalent of a dream home, including a solid foundation, spacious rooms, and everything designed to suit your long-term vision. Whole life insurance is like…
Published on 10 months, 1 week ago
The Power of Storytelling with Caleb Breakey: Leaving a Legacy of Values
When was the last time you were completely captivated by a story? For me, it was years ago, when I first listened to a book that changed my entire perspective on the power of storytelling. It wasn’t …
Published on 10 months, 2 weeks ago
The History of Whole Life Insurance: What It Teaches Us About Financial Security
Have you ever considered how the concept of life insurance has evolved over centuries to become one of the most effective financial tools available today? In this article, we delve into the fascinati…
Published on 10 months, 3 weeks ago
Access to Cash: Redefining Control in Your Financial Journey
https://www.youtube.com/live/mTyHU0ZwcjI Imagine sitting across from someone confidently telling you, “You can be your own bank. No more reliance on traditional banks, no credit checks, and complete …
Published on 11 months ago
Marshall Family Banking System, Pt. 5 Dec 2025
Imagine a world where your family’s financial future is not dictated by banks but built by you. What if you could create a self-sustaining system provides security and offers opportunities for genera…
Published on 11 months, 1 week ago
How Whole Life Insurance and Austrian Economics Go Hand-in-Hand
Imagine being told that the best way to help others is to first help yourself. This timeless piece of advice, often heard during airline safety briefings, holds true in the financial world. By taking…
Published on 11 months, 2 weeks ago
Cash Flow vs Accumulation: How to Build Multigenerational Wealth
A Hospital Room Reminder About What Really Matters When Bruce recorded this episode, I was in the hospital. He carried the podcast solo while I was headed into yet another surgery connected to pregna…
Published on 11 months, 2 weeks ago
The Power of Family Meetings: Building a Multigenerational Legacy of Wealth and Unity
Imagine two families, both immensely wealthy at the height of their fortunes. One family, the Vanderbilts, saw their immense wealth squandered within just a few generations. By the time they held the…
Published on 11 months, 3 weeks ago
Infinite Banking During Economic Uncertainty: A Reliable Strategy
Imagine living during World War II, a time of profound global economic uncertainty. While governments struggled to manage soaring debts and economic upheaval, life insurance companies stood firm, ful…
Published on 11 months, 4 weeks ago
Passing the Torch: Multi-Generational Business Succession Strategies
https://www.youtube.com/live/34XTxCC807g In seventh grade, Mark Anderson mowed lawns for $3.50 a yard, saving diligently for his first major purchase—his future wife Amy’s engagement ring. Fast forwa…
Published on 1 year ago