The Money Advantage Podcast
Personal Finance for the Entrepreneurially-Minded!
Follow Our Podcast
Recent Episodes
How Whole Life and Guaranteed Universal Life Insurance Support Legacy, Wealth Transfer, and Tax Efficiency
In today’s post, Bruce and I (Rachel Marshall) want to bring you behind the scenes of a candid and educational conversation we had with Matt Ewald,...
Align Wealth With Values Through Faith-Based Legacy Planning
There’s a story Buffy Ruthardt shared that still gives me chills. She and her husband Darren were on a drive, just processing life and legacy—wondering...
How to Design a Whole Life Policy for Infinite Banking: Avoid the Pitfalls, Build Long-Term Wealth, and Create a System That Lasts Generations
Let me tell you a quick story. Imagine walking into your local grocery store, grabbing a can of peas, and sneaking out the back door without paying....
Should You Put All Your Income Into a Whole Life Policy? Here's What You Need to Know
It started with a bold question that showed up in a public comment: "If infinite banking is so powerful, why wouldn't I just put all my income into...
Can You Deduct Life Insurance Premiums? The Truth Every Business Owner Needs to Know
Recently, Bruce shared a story that perfectly illustrates unexpected life challenges—his basement flooded, turning a peaceful Easter weekend into...
POWERED BY BLUBRRY
