The Money Advantage Podcast

Bruce Wehner & Rachel Marshall
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The Money Advantage Podcast Podcast

The Money Advantage provides simple, fun, and doable financial talk that helps wealth creators build time and money freedom with cash flow strategies, Infinite Banking, and alternative investments so you never have to worry about running out of money. Through our family office model, we utilize strategies for cash flow, long-term tax reduction, estate and business legal planning, creative whole life insurance strategies (Privatized Banking), and alternative investments.

  1. 6 DAYS AGO

    Top 9 Worst Infinite Banking Mistakes

    Infinite Banking has the potential to transform your family's financial life. However, as this powerful financial concept has risen in popularity, so have the messages that deviate from the original design and intent. Understanding infinite banking as Nelson Nash intended becomes all the more important, as it allows you to recognize the worst infinite banking mistakes. https://www.youtube.com/live/T_2v5vubeLY In order for you to reap the greatest benefits of Infinite Banking, you have to identify these attractive half-truths about Infinite Banking, so you can steer clear of problems and instead build your financial house on sound fundamentals. Discover how to sidestep common pitfalls, from misinterpreting policy illustrations to mismanaging premium payments. This episode provides a detailed examination of Nelson Nash's foundational principles, illuminating how deviating from his original design can undermine your financial strategy.  Navigate the complexities of selecting the right life insurance policies and managing cash flows with confidence. We debunk myths about early cash value and illustrate the importance of balancing safety, liquidity, and growth for optimal wealth management. Learn practical strategies for planning ahead, so you never miss a premium payment and maintain the integrity of your policy. This episode is all about proactive action and long-term thinking, giving you the tools to confidently implement the infinite banking concept and maximize your wealth. Join us and transform your financial approach today! What is Infinite Banking?Worst Infinite Banking Mistakes1. Comparing Illustrations2. Not Planning Ahead to Pay Premium3. Trying to Guarantee the Future Before Starting4. Not Using Whole Life Insurance5. Focusing Only on Cash Value6. Using It to Pay Off Debt7. Using All Available Cash Value8. Viewing It as a One-time Event9. Not Getting StartedBook A Strategy Call What is Infinite Banking? The Infinite Banking Concept, coined by Nelson Nash, is the idea of taking control of the banking function in your life via whole life insurance with a mutual insurance company. The banking function primarily refers to financing, because we all have a need for capital, and how you obtain that capital can make a major difference in your bottom line. By accumulating your capital outside of the banks, you can finance your own purchases and investments. Whole life insurance is simply the ideal vehicle or “warehouse” for storing said capital.  So why is this better than working with a bank? The answer is control. When you work with banks, you have very little control and often have to jump through hoops to get access to cash. In fact, there are many reasons a bank might deny you a loan, regardless of your ability to repay the loan. Bank terms are also rigid and inflexible. So what if you could call the shots, right down to your amortization schedule? That’s what Infinite Banking allows you to do. It puts you back in the driver's seat. Worst Infinite Banking Mistakes One of the major issues is that there’s a lot of Infinite Banking misinformation out there. In part, this comes from detractors, and yet it can also come from well-meaning people who don’t have a fundamental understanding of IBC the way Nelson taught it. That’s why it’s really important to vet your information sources. Ask yourself: What’s their skin in the game, what do they get from discrediting IBC? How do they know about IBC and what’s their relationship to it? How long has this person been practicing IBC, and who are their mentors? Are they an IBC Practitioner, certified through the Nelson Nash Institute? In an effort to combat some of the misinformation out there, we’ve compiled a list of the 9 worst Infinite Banking mistakes we see people make, so that you can learn from them. 1. Comparing Illustrations One of the worst Infinite Banking mistakes we see people make is that

    50 min

  2. AUG 26

    Leaving an Inheritance to My Great-Grandchildren

    Do you want to give your kids the best possible chance at life, but you’re afraid of spoiling them, or worse? Are you concerned that leaving an inheritance will only end in disaster? Learn why "leaving an inheritance to my great-grandchildren" is a good thing and how to do it. Many parents are undecided about whether they want to leave an inheritance to their children. They fear raising ungrateful “trust fund babies” or leaving their kids with money they cannot possibly be good stewards of. Some parents didn’t receive an inheritance at all, so they don’t think their own children could possibly need it. https://www.youtube.com/live/x-tY0oVUqcU But what if you could leave an inheritance not only to your children but your grandchildren, and even your great-grandchildren? It’s not about how much money you have, it’s about how you prepare your children to take good care of that money and become value creators in their own right.  Today, we’re talking about how the Marshall family approaches money and inheritance, and how you can begin preparing your kids to be great stewards of your legacy now and later. Learn how and why I am leaving an inheritance to my great-grandchildren, and you can too. Tune in now! The Inheritance SpectrumThe Marshall Family ValuesHave Your Kids Create ValueLeaving an Inheritance to My Great-GrandchildrenFinancial Wisdom for KidsBook A Strategy Call The Inheritance Spectrum Leaving an inheritance to your children or grandchildren can be a tricky subject to navigate. There are many pros and cons to both leaving or not leaving an inheritance that has a lot to do with HOW you go about it. In our case, we think inheritance is a spectrum of sorts. On one end, you’ve got those who are just dumping money on the next generation without much preparation or care. On the other side of the spectrum, you have people who are intentionally withholding an inheritance for various reasons. Then, you have everything in between.  The side that is against leaving an inheritance generally comes from two schools of thought. Some people believe that they weren’t left anything, and so their children don’t need it either. They want to be selfish with their money, and they want their kids to figure it out on their own. The other camp is the parents who don’t wish to ruin their kids by spoiling them or leaving them with a cushy life without developing the work ethic or business savvy to keep it. Both sides of this spectrum are pretty extreme and can be damaging. There’s a middle ground that we advocate for that can actually ensure that your legacy lasts for generations, and that’s by building something to leave your children while also raising them to be good stewards of it. This could include involving your kids in the family business, teaching them good money principles, and making sure that they know how to continue growing their assets. By doing this, you create a generation that can do the same with their children so that many generations down the line your family is still prospering.  [09:50] “It’s not the money that causes the problems. The challenge is money brings up all of this emotion… we attach it to our identity, our sense of self-worth.” The Marshall Family Values One of my family’s values is freedom. Most people conjure up the same mental image of freedom, but there are actually two major meanings of the word freedom when we go back to Hebrews in scripture. There’s a good form of freedom and a bad form of freedom. The way that most people conceptualize freedom is to be free FROM something—for example, freedom from obligations. This is why many people think of retirement as one of the ultimate freedoms because they won’t be tied down or expected to do anything.  The other kind of freedom is the freedom to choose—not to be free of obligations, but to pick the obligations that matter to you and develop accordingly. This choice

    43 min

  3. AUG 19

    Tax Benefits of Whole Life Insurance

    Unlock the secrets of mastering the tax benefits of whole life insurance with our latest Money Advantage podcast episode. We promise you’ll gain an in-depth understanding of tax laws related to life insurance strategies, like the pivotal 1988 government decision to limit cash value life insurance investments due to their tax perks. By diving into the historical context of the Tax Reform Act of 1986 and the Revenue Act of 1987, we uncover the intricate relationship between these laws and the economic climate of the time, helping you make smarter financial decisions today. https://www.youtube.com/live/0XcaTFWcOhM Travel back in time with us to explore how Nixon’s 1974 move away from the gold standard set the stage for inflation and the creation of IRAs and 401(k)s. These financial products shifted funds from whole life insurance, leading to the popularity of universal life policies. Our discussion reveals how high interest rates and regulatory responses like the 1988 Tamra Act reshaped the life insurance landscape, ensuring it remained a protection tool rather than a tax haven. The 1979 FTC report’s critique of whole life insurance also played a significant role, challenging traditional perceptions and influencing market dynamics. We round off the episode by dissecting the Modified Endowment Contract (MEC) and the Tamra Act’s regulatory impacts on life insurance policies. Discover the nuances of the one-year and seven-year rules, the scenarios leading to a policy becoming a MEC, and the resulting tax implications. We delve into circumstances where intentionally MEC'ing a policy could be beneficial, such as for estate planning or achieving better returns than traditional banking options. This rich historical insight equips you with the knowledge to navigate today’s complex financial landscape with confidence. Tax Loopholes vs. Tax IncentivesWhole Life Insurance and TaxesThe History of Whole Life Insurance and TaxationWhat Does it Mean to Be a MEC?Applying Whole Life Insurance tax Benefits TodayBook A Strategy Call Tax Loopholes vs. Tax Incentives To kick off this conversation, let’s get something clear: tax loopholes are not actually loopholes. The word “loophole” has a negative connotation, and if often used to suggest that people who use tax incentives to reduce their taxes are doing something sneaky or unethical. The reality is that the IRS writes tax law to be as specific and intentional as possible, and those “loopholes” are actually intentional incentives from the government. Tax incentives work to provide tax credits or breaks for investors who can do things that the government does not want to spend their own money on. For example, there are many tax incentives in real estate because housing is a constant and prevalent need. If housing cannot be provided by landlords, the government may have to provide more housing, and so the government creates tax incentives to have investors take the lead.  Tax breaks don’t exist by accident. They are purposeful and are designed to get investors to take specific actions.  Whole Life Insurance and Taxes Whole life insurance is a popular “tax-advantaged” asset because you can technically access your cash in a tax-free way. You can do this through a policy loan, which must still be paid back, or by withdrawing only up to your base premium. Otherwise, you can still have a taxable event. That being said, whole life insurance has long been a popular strategy for tax purposes, and in fact used to be even more beneficial from a tax standpoint, until the IRS got involved. And while there are some limitations, now, whole life insurance is still extremely advantageous from a tax standpoint. The History of Whole Life Insurance and Taxation Until the 1960s, whole life insurance was the premier savings vehicle for American families. It provided great flexibility and protection and was a powerful tax advantage.

    40 min

  4. AUG 12

    Family Business Dynamics, with Savannah Suttle

    Do you want to grow and scale a family business, but family business dynamics are getting in the way?  https://www.youtube.com/live/vZkpINzoFts Unlock the secrets to harmonizing family business dynamics and business operations with Savannah Suttle from Schema Consulting to reveal the powerful impact of psychotherapy and marriage and family therapy techniques on family-run businesses. You'll learn how to navigate the complex interplay between evolving family roles and business practices, ensuring a cohesive approach to tackling both personal and professional challenges, especially during generational transitions. Discover the keys to balancing business needs with employee well-being as we tackle the intricacies of role reassessment and transparent communication. Savannah shares her wisdom on creating win-win scenarios where individual growth and business success go hand in hand. We discuss the critical importance of addressing difficult decisions head-on, fostering a culture of open dialogue that prevents fear and conflict avoidance, and underscoring the necessity of placing the right people in the right positions for maximum team morale and efficiency. Finally, we explore the essential strategies for scaling family businesses, emphasizing radical transparency and effective communication. Savannah guides us through the pitfalls of over-relying on long-standing employees without proper succession planning and highlights the importance of nurturing the next generation's authenticity and innovation. From strategic leadership transitions to fostering a shared vision, this episode equips you with the tools to ensure your family business remains vibrant and appealing for future generations, creating a lasting legacy of wealth and collaboration. So, if you want to discover how your family businesses can navigate complex dynamics and turn challenges into opportunities to grow your reach, impact, and team ... tune in now! How Behavior Therapy Leads to Family Business DynamicsNavigating Family Business GrowthMaking Tough DecisionsPassing Businesses from Generation to GenerationBook A Strategy Call How Behavior Therapy Leads to Family Business Dynamics While now Savannah works with family businesses, she got her start in behavior therapy, specifically marriage and family therapy. What’s unique about this field is that it’s a structural form of psychotherapy—if you can change the structure of the family, you can change the dynamic of the family. So changing one piece of the system will change the whole system.  This structure is very close to, and even overlapping, with business structures. And if you have a family business, the dynamics are even more entwined. What Savannah found is that some of her clients who had family businesses had cemented some of their family dysfunction into their business operations. The problem is that at one point the dysfunction was actually functional, and served a positive purpose at one point. But then, over time, the business/family outgrew those roles or procedures, and yet they left them baked into the process. Those dysfunctions are then difficult to remove because the family has not come to terms with who they have become and what they need.   [04:53] “Who you were when you started the business is probably not who you are now. And what you needed then is probably not what you need now.” Navigating Family Business Growth One of the ways in which family businesses may fail to adapt is how they scale. It’s one thing to manage a team of 10 people—especially when you know and love them—and another thing to manage a team of 150 people. The challenges of a team of 150 are different even from a team of thousands.  [09:32] “The problem is when you start scaling and you’ve got a lot of people now, it’s usually a matter of headcount. Then all of a sudden you only have 24 hours in a day and you can’t talk to everybody and build relationsh

    51 min

  5. AUG 5

    Whole Life Insurance Loans Explained

    Do you have a life insurance policy and want to access your cash reserves? Today, we're discussing the science of whole life insurance loans. We'll show you why a whole life insurance loan is the safest investment imaginable for the life insurance company and why a whole life insurance policy loan is not a debt to the policy owner.   https://www.youtube.com/live/jpoMCZrpCXI This is an in-depth exploration of Infinite Banking and whole life insurance policy loans. Understand how leveraging your whole life insurance policy can offer superior benefits over traditional bank loans, while allowing your savings to grow uninterrupted. We'll break down the step-by-step process of requesting and repaying loans against your policy, debunking the myth that taking such loans equates to being in debt. Discover the power of participating in mutual insurance companies, where you can benefit from dividends as part owners. Learn how using your cash value as collateral for non-recourse loans presents a low-risk, high-reward strategy, and compare the straightforward underwriting process of insurance loans to the more cumbersome bank loans. We'll also discuss the safeguards mutual companies put in place to ensure financial stability and how they effectively manage loan requests. Finally, we delve into the principles of Nelson Nash's Infinite Banking Concept, emphasizing long-term thinking and strategic loan repayment to optimize your policy benefits. We'll clarify the nuances of borrowing against whole life insurance policies, explain the importance of maintaining your contract's integrity, and share best practices for utilizing these loans effectively. Whether you're new to Infinite Banking or looking to refine your approach, this episode is packed with actionable insights to help you take control of your financial future. So, if you want to understand whole life insurance policy loans, how to take a loan against whole life insurance policy, why the life insurance company is willing to offer them, how to repay them, what happens to your policy with outstanding loans, and when you should reconsider, tune in now! What is a Whole Life Insurance Loan?Loan Safety in InsuranceReading a Policy IllustrationTaking a Whole Life Insurance LoanWhere Does the Interest Go?Book A Strategy Call What is a Whole Life Insurance Loan? A whole life insurance loan, also called a policy loan, is a loan FROM the insurance company with your cash value acting as collateral. The reason this type of loan is powerful is because it allows you to use the sum of your cash value without actually using it. Since you’re using the life insurance company’s money, your cash value is free to keep compounding with interest and dividends. This can make a major difference on the growth of your account. While you do have to pay the loan back, you have much more flexibility than with any other loan type. You can make your own payment schedule, and you do not have to apply or meet any requirements, and as soon as you free up your cash value again (releasing the collateral by paying the loan balance) you can take another loan.  Loan Safety in Insurance Because of the flexibility of whole life insurance loans, they’re incredibly “safe” loans to have. Your loan is always fully collateralized, which means that if you cannot pay the loan, the insurance company simply won’t release that collateral. And while that will of course reduce the cash value that you can access, your account still grows with new premiums, interest, and dividends. And one day, if you do repay the loan, that collateral does get released. This means that if you experience hardship or need to pause your loan payments, you can do so without worrying about defaulting, running your credit score, or otherwise facing financial obstacles.  If you happen to die with an unpaid policy loan, the death benefit is simply paid to your beneficiaries minus any loan balance and

    56 min

  6. JUL 29

    Real Estate Investing in Today’s Economy, with Anna Kelley

    Today, we're talking with Anna Kelley, impact real estate investor, multifamily operator, and real estate mentor and coach, about the state of real estate investing. https://www.youtube.com/live/7AneSvWF6tQ With today's federal debt and high inflation environment, Anna cautions that it's time to be in capital preservation mode, not focused on cash flow and appreciation.   So if you want to see how to invest during times of uncertainty, and understand the signs of the times to determine when to use value add vs. buy and hold strategies in different economic cycles, tune in now! With a wealth of experience spanning multiple economic downturns, Anna offers invaluable advice on understanding macroeconomic trends and adapting investment strategies. We also tackle the realities of working from home, the normalization of disruptions, and how the professional landscape has evolved post-COVID-19. Join us as we dissect the intricate dynamics of today's real estate market. Anna Kelly shares her journey from humble beginnings to becoming a prominent real estate expert. We delve into the risks and rewards of various investment strategies, from syndications and non-traded REITs to distressed commercial properties, emphasizing the importance of informed decision-making amidst rising interest rates and economic uncertainty. Through real-world examples, we explore the impact of social media on investment behaviors and the necessity of a cautious, well-researched approach. Understanding Real Estate Investment CyclesWhere Are We Now?Tips for Commercial and Residential Real EstateAbout Anna KelleyConnect with Anna KelleyBook A Strategy Call Understanding Real Estate Investment Cycles [14:22] “It doesn’t matter how smart you are, it doesn’t matter how good your job is [or] how much you know about investing, and how much you know in real estate. If you’re not really paying attention to the macro signs that things are shifting, you can make some really bad decisions about debt and go into it at the wrong time. And you can make some really bad decisions about the stock market and anything you invest in.” In 2009, Anna Kelley decided she would never be blindsided by the marketplace again. She took the initiative to learn about market cycles and how to pay attention to major shifts in the market. Now that she understands the market cycles, she finds that Warren Buffett’s advice is timeless and true: “Be greedy when everyone’s fearful, and be fearful when everyone’s greedy.” At a very high level, investment cycles begin at a “trough,” or a recession—basically when things have not been going well economically. This is the point at which interest rates drop in an effort to get people spending again. This recession period can generally last anywhere from 10-18 months, and then the following 2-3 years are often when the economy wakes back up again and people start to feel comfortable. It's not an overnight process, Kelly shares, but one that takes time. People have trouble trusting the economy at first, so it takes a while to build that trust back up. Then, you get to the expansion period. This is the peak of the investment cycle, and while it can seem like a great thing, it also signals that the next recession is on the way. It might take a few years, but you’ve got to be aware of what is going on around you to take advantage of the cycles. [21:11] “At the moment that there is absolute panic and everybody’s afraid, that is the maximum point of opportunity.”  The reason this part of the cycle is rife with opportunity is that there’s less competition, and lots of people aren’t thinking about opportunity. If you can buy when things are at a low point and just hang on to them, you’ve got a leg up on the market. In Anna’s personal opinion, we haven’t seen the end of the recession yet, we’re still at the top of it, and it will likely take some years to recover from t

    1h 1m

  7. JUL 22

    Fractional Reserve Banking Creates Inflation: Infinite Banking is the Solution

    Inflation causes everything to feel more expensive, so what do you do to protect your money from inflation? Today, we'll explore the link between inflation and fractional reserve banking, and how Infinite Banking is the sound money solution. https://www.youtube.com/live/ay4aDG2phBg A thought-provoking journey through inflation, fractional reserve banking, and the revolutionary concept of infinite banking. This episode promises to demystify how the traditional banking system and increased currency supply fuel inflation, challenging widespread misconceptions. You'll gain a deeper understanding of inflation's root causes by contrasting liberal views with Austrian economic theories, and learn how your everyday choices can influence market prices. Next, we shift gears to tackle the often-overlooked topic of healthcare pricing elasticity. Hear real-life stories about how informed consumer decisions can lead to significant savings on prescriptions and medical procedures. Discover practical strategies for price negotiation without confrontation, and understand the ripple effects of increased money circulation on the economy. We'll also discuss the impact of government policies like minimum wage hikes on business expenses and overall market pricing. Finally, explore a smarter financial strategy that sidesteps the pitfalls of fractional reserve banking. By leveraging whole life insurance policies, you can protect your assets from inflation and achieve greater financial security. Rachel and Bruce explain the benefits of mutual insurance companies, which maintain robust reserves, and how these practices can create a more stable personal economy. This episode is packed with insights and actionable advice to help you take control of your financial destiny and build a prosperous future. So, if you want to learn how to ensure more economic stability and prosperity, tune in today! What is Inflation?The Nature of BankingResources: Book A Strategy Call What is Inflation? We all feel the effects of inflation, but what is it really? Inflation is when a dollar becomes less and less valuable. Inflation is why bread used to cost a couple of nickels and now costs more than a couple of dollars. And one of the major reasons for inflation is that our banks continue to pump more dollars into the banking system, decreasing the overall value of a single dollar.  Fractional reserve banking—our current banking system—allows banks to keep only a fraction of their customer’s money in reserves. This means that banks can do more business than what they actually have available. While this can stimulate the economy on some level, this also means that money is being created out of thin air. And when this happens en masse, it can create major instability. After all, the more money in circulation, the more prices begin to creep up to match. The Nature of Banking Let’s look more closely at how banking, as most people know it, works. If you deposit $1,000 in the bank, your institution is not required to have that exact amount in a vault somewhere just for you. In fact, they’re not even required to have that $1,000 at all. They’re only required to have a fraction of that on hand, right now it’s somewhere in the ballpark of a 1 to 10 ratio. So of the $1,000 you’ve deposited, the banks only have to keep $100 on hand.  When you take a loan from the bank, they’re “creating” that loan out of dollars that do not exist in their reserves. And then you’re paying it back with dollars that do exist. Just the actions of taking loans with our banking institutions are inflating the money supply. Then what happens if you want to liquidate your account, if the banks only have 10% on hand at a given time?  These are all things that can make banking tenuous. And yet, by taking control of the banking function with whole life insurance, you can mitigate a lot of this harm. When you take policy loans, for example,

    47 min

  8. JUL 15

    Buy Term and Invest the Difference: Here’s What’s Wrong

    Are you trying to decide which type of life insurance to buy? You want to protect your family in case something happens, so how do you do it best? Whole life insurance is often rejected as expensive and a poor "investment," while mainstream opinion leans in favor of the "buy term and invest the difference" strategy, which involves opting for cheap insurance coverage and investing the dollars you save. https://www.youtube.com/live/QDyfZjPaMgc We'll guide you through the compelling story behind the "Buy Term and Invest the Difference" strategy, a concept born from Art Williams' personal experiences in the late 1960s. By examining the benefits and pitfalls of this popular approach, we empower you to make informed decisions tailored to your unique financial goals and risk tolerance. Explore the vital distinctions between whole life and term life insurance, and learn why a one-size-fits-all solution may not serve your best interests. Through relatable analogies and real-life examples, we break down the often misunderstood aspects of life insurance, helping you see the bigger picture. We also address the psychological and financial barriers that many face when considering life insurance, sharing insights from LIMRA and Dr. Wade Pfau on how whole life insurance can provide a stable safety net during economic downturns. Finally, we delve into the concept of becoming your own banker, illustrating how this alternative perspective can offer unparalleled financial flexibility and security. By understanding the sequence of returns risk and leveraging whole life insurance loans during market downturns, you can protect your investment portfolio and ensure long-term financial stability. Join us for an episode packed with actionable insights and strategies to enhance your financial planning journey. The Myth of “Buy Term and Invest the Difference”Breaking Down Insurance, Investments, and MoreCommon Pitfalls of Investing the DifferenceIs Term Insurance Actually Cheaper?Who is Buy Term and Invest the Difference For?Book A Strategy Call The Myth of “Buy Term and Invest the Difference” The idea of “buy term and invest the difference” is really common in the financial sphere, because on the surface it seems to make a lot of practical sense. After all, you’re being told “buy cheap insurance to get the protection, then build your wealth in investments.” The problem is that this strategy doesn't work with certain goals. There isn't a singular, perfect insurance strategy to trump all else. There are myriad ways to get coverage, depending on what you want out of your dollars. Many people believe that Art Williams is the origin of this phrase; after his father passed, the whole life insurance death benefit didn’t seem as large as what a term insurance policy could have been, and for less money. He felt strongly that his father had been sold the “wrong” policy, and so his life’s mission became to get rid of whole life insurance. Curiously, he partnered with a mutual company, and the phrase “buy term, invest the difference” was born.  Breaking Down Insurance, Investments, and More So what are the elements of “buy term and invest the difference”? It may sound like there are two things at play here, but really there are many factors to consider. While of course there’s term insurance and stocks (or other investments, technically), you have to ask what that strategy is being compared to. And what that’s being compared to is whole life insurance. Whole life insurance is insurance that is with you for your whole life, and if done with IBC in mind, can also be used as a warehouse for your wealth. Whole life insurance is guaranteed to pay out no matter what age you die, and if you live to the “end” of the policy (called endowment), the death benefit gets paid directly to you. This is permanent insurance in the truest sense.  Comparatively, term insurance is insurance that y

    51 min
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About

The Money Advantage provides simple, fun, and doable financial talk that helps wealth creators build time and money freedom with cash flow strategies, Infinite Banking, and alternative investments so you never have to worry about running out of money. Through our family office model, we utilize strategies for cash flow, long-term tax reduction, estate and business legal planning, creative whole life insurance strategies (Privatized Banking), and alternative investments.

Information

  • Creator
    Bruce Wehner & Rachel Marshall
  • Years Active
    2017 - 2024
  • Episodes
    300
  • Rating
    Clean
  • Copyright
    © The Money Advantage, LLC. All Rights Reserved.
  • Show Website
    The Money Advantage Podcast

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