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The Money Advantage Podcast - Podcast | OndaCast

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The Money Advantage Podcast

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The Money Advantage Podcast

ByBruce Wehner & Rachel Marshall

Personal Finance for the Entrepreneurially-Minded!

300 episodes•0 subscribers•0 Total Listens

Episode Playlist

50 episodes

The Power of Storytelling with Caleb Breakey: Leaving a Legacy of Values

Feb 3, 2025•—

The Power of Storytelling with Caleb Breakey: Leaving a Legacy of Values

Whole Life Term Riders: Level vs. Blended Term Riders

Feb 10, 2025•—

Whole Life Term Riders: Level vs. Blended Term Riders

Life Insurance Beneficiaries: Protecting Your Legacy and Empowering Future Generations

Feb 17, 2025•—

Life Insurance Beneficiaries: Protecting Your Legacy and Empowering Future Generations

Is Infinite Banking Only for the Wealthy? Think Again.

Feb 24, 2025•—

Is Infinite Banking Only for the Wealthy? Think Again.

Where Is the Bank? Understanding the Banking Function in Infinite Banking

Mar 3, 2025•—

Where Is the Bank? Understanding the Banking Function in Infinite Banking

Turn Financing Costs into a Financial Tailwind

Mar 10, 2025•—

Turn Financing Costs into a Financial Tailwind

Gold as the Ultimate Wealth Insurance – How to Protect Your Financial Future

Mar 17, 2025•—

Gold as the Ultimate Wealth Insurance – How to Protect Your Financial Future

Take Control of the Banking Function: How to Build Wealth on Your Terms

Mar 23, 2025•—

Take Control of the Banking Function: How to Build Wealth on Your Terms

Building an Exceptional Life

Mar 31, 2025•—

Building an Exceptional Life

Nelson Nash Institute Think Tank 2025 Recap

Apr 7, 2025•—

Nelson Nash Institute Think Tank 2025 Recap

Is Infinite Banking Tax-Free? The Truth You Need to Know

Apr 14, 2025•—

Is Infinite Banking Tax-Free? The Truth You Need to Know

How Tariffs Impact Your Wallet (And Why It Matters More Than You Think)

Apr 21, 2025•—

How Tariffs Impact Your Wallet (And Why It Matters More Than You Think)

Is Cash Value Life Insurance Enough for Retirement?

Apr 28, 2025•—

Is Cash Value Life Insurance Enough for Retirement?

The Pros and Cons of an ILIT: Is It the Right Move for Your Legacy?

May 5, 2025•—

The Pros and Cons of an ILIT: Is It the Right Move for Your Legacy?

Leveraging Policy Loans in Infinite Banking: A Strategic Guide

May 8, 2025•—

Leveraging Policy Loans in Infinite Banking: A Strategic Guide

The 3 Components of Infinite Banking Policy Design: Base, PUAs, and Term

May 11, 2025•—

The 3 Components of Infinite Banking Policy Design: Base, PUAs, and Term

Estate Planning with Life Insurance: How to Protect Your Wealth and Prepare Your Family

May 12, 2025•—

Estate Planning with Life Insurance: How to Protect Your Wealth and Prepare Your Family

Tour Our Private Family Banking System

May 13, 2025•—

Tour Our Private Family Banking System

How to Start a Family Bank: Insights from John Moriarty

May 14, 2025•—

How to Start a Family Bank: Insights from John Moriarty

Infinite Banking Concept (IBC): The Golden Key that Unlocks Your Financial Life

May 18, 2025•—

Infinite Banking Concept (IBC): The Golden Key that Unlocks Your Financial Life

Can You Deduct Life Insurance Premiums? The Truth Every Business Owner Needs to Know

May 19, 2025•—

Can You Deduct Life Insurance Premiums? The Truth Every Business Owner Needs to Know

Should You Put All Your Income Into a Whole Life Policy? Here’s What You Need to Know

May 26, 2025•—

Should You Put All Your Income Into a Whole Life Policy? Here’s What You Need to Know

How to Design a Whole Life Policy for Infinite Banking: Avoid the Pitfalls, Build Long-Term Wealth, and Create a System That Lasts Generations

Jun 2, 2025•—

How to Design a Whole Life Policy for Infinite Banking: Avoid the Pitfalls, Build Long-Term Wealth, and Create a System That Lasts Generations

Align Wealth With Values Through Faith-Based Legacy Planning

Jun 9, 2025•—

Align Wealth With Values Through Faith-Based Legacy Planning

How Whole Life and Guaranteed Universal Life Insurance Support Legacy, Wealth Transfer, and Tax Efficiency

Jun 16, 2025•—

How Whole Life and Guaranteed Universal Life Insurance Support Legacy, Wealth Transfer, and Tax Efficiency

The Truth About Single Premium Paid-Up Additions (SPUA): How to Design Infinite Banking Policies With Wisdom, Not Hype

Jun 23, 2025•—

The Truth About Single Premium Paid-Up Additions (SPUA): How to Design Infinite Banking Policies With Wisdom, Not Hype

Mutual Holding Companies: What Whole Life Policyholders Need to Know

Jun 30, 2025•—

Mutual Holding Companies: What Whole Life Policyholders Need to Know

How Much Life Insurance Do I Need? Ask This Instead

Jul 7, 2025•—

How Much Life Insurance Do I Need? Ask This Instead

Spouse Financial Preparedness: Ensure Your Partner Can Flourish—Not Fumble

Jul 14, 2025•—

Spouse Financial Preparedness: Ensure Your Partner Can Flourish—Not Fumble

Questions a Good Financial Advisor Should Ask (But Most Don’t)

Jul 21, 2025•—

Questions a Good Financial Advisor Should Ask (But Most Don’t)

How One Family Mastered Legacy Planning for Families Without Sacrificing Unity or Values

Jul 28, 2025•—

How One Family Mastered Legacy Planning for Families Without Sacrificing Unity or Values

SLAT vs ILIT for High Net Worth Estate Planning: Which One Protects Your Legacy Best?

Aug 4, 2025•—

SLAT vs ILIT for High Net Worth Estate Planning: Which One Protects Your Legacy Best?

Short-Pay vs Long-Pay Life Insurance: How to Build a Powerful Infinite Banking System That Lasts Generations

Aug 11, 2025•—

Short-Pay vs Long-Pay Life Insurance: How to Build a Powerful Infinite Banking System That Lasts Generations

How to Use Whole Life Insurance Tax Strategies to Fund Your Legacy

Aug 18, 2025•—

How to Use Whole Life Insurance Tax Strategies to Fund Your Legacy

Jesse Durham: How to Build a Lifestyle of Stewardship

Aug 25, 2025•—

Jesse Durham: How to Build a Lifestyle of Stewardship

400 Episodes: Top Lessons About Wealth, Legacy, and Serving Families

Sep 1, 2025•—

400 Episodes: Top Lessons About Wealth, Legacy, and Serving Families

Michael Cole on Wealth, Legacy, and the True Impact of Money

Sep 8, 2025•—

Michael Cole on Wealth, Legacy, and the True Impact of Money

Is Infinite Banking a Sales Tactic? The Truth About Taking Back Control of Your Money

Sep 15, 2025•—

Is Infinite Banking a Sales Tactic? The Truth About Taking Back Control of Your Money

What Are the Risks of Infinite Banking? The Myths, Truths, and Real Concerns

Sep 22, 2025•—

What Are the Risks of Infinite Banking? The Myths, Truths, and Real Concerns

Can You Use IUL for Infinite Banking

Sep 29, 2025•—

Can You Use IUL for Infinite Banking

How to Choose the Right Life Insurance Agent for Your Financial Future

Oct 6, 2025•—

How to Choose the Right Life Insurance Agent for Your Financial Future

Infinite Banking vs Index Funds: Why You’re Asking the Wrong Question

Oct 13, 2025•—

Infinite Banking vs Index Funds: Why You’re Asking the Wrong Question

Hidden Money Traps: How to Recognize and Overcome the Sabotage Blocking Your Wealth

Oct 20, 2025•—

Hidden Money Traps: How to Recognize and Overcome the Sabotage Blocking Your Wealth

Premium Financing Life Insurance: Could Be Right, Sometimes Smart

Oct 27, 2025•—

Premium Financing Life Insurance: Could Be Right, Sometimes Smart

Increase Your Savings Without Reducing Your Lifestyle

Nov 3, 2025•—

Increase Your Savings Without Reducing Your Lifestyle

Infinite Banking Mistakes: The Human Problems That Derail IBC

Nov 10, 2025•—

Infinite Banking Mistakes: The Human Problems That Derail IBC

Indexed Universal Life Lawsuit: Kyle Busch vs Pacific Life—and the Lessons Every Family Needs

Nov 17, 2025•—

Indexed Universal Life Lawsuit: Kyle Busch vs Pacific Life—and the Lessons Every Family Needs

Retirement Plan Reality Check: Build Income, Reduce Risk, and Stay in Control

Nov 24, 2025•—

Retirement Plan Reality Check: Build Income, Reduce Risk, and Stay in Control

Taxes and Wealth Creation: The Truth Most Families Never Hear

Dec 1, 2025•—

Taxes and Wealth Creation: The Truth Most Families Never Hear

Overcoming Financial Fear: Shift From Scarcity To Abundance With Traditional Planning

Dec 8, 2025•—

Overcoming Financial Fear: Shift From Scarcity To Abundance With Traditional Planning

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Help Contact Terms Privacy Copyright DMCA About Radio Guide Embed Player

Waves Explore Library Vibes Podcasts Audiobooks