The Money Advantage Podcast

Recent Episodes

Using IUL for Retirement: Smart Strategy or Costly Mistake?

Posted April 27, 2026 • 00:58:47

You've probably seen the pitch. Maybe you sat across from an advisor, or watched a video, or had a friend forward you something. The illustration was...

What Is Limited Pay Life Insurance?

Posted April 20, 2026 • 00:54:45

What Is Limited Pay Life Insurance? Most people assume that owning a whole life insurance policy means writing premium checks for the rest of their...

What Is an Indexed Universal Life (IUL) Policy?

Posted April 13, 2026 • 01:05:56

Few financial products generate as much excitement (or possibly as much confusion) as indexed universal life insurance. IUL insurance has become one...

Financial Literacy for Gen Z: Why Game-Based Learning May Be the Better Way

Posted April 6, 2026 • 00:47:42

What an Old Game Revealed About Real Money Decisions One of the most interesting moments in our conversation with Lucy Taylor had nothing to do with...

Infinite Banking Policy Design for Long-Term Results

Posted March 30, 2026 • 01:06:27

If You’re Chasing Early Cash Value, Read This First Bruce and I were recording across three time zones, and that detail matters more than you might...