The Money Advantage Podcast
Personal Finance for the Entrepreneurially-Minded!
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Recent Episodes
Roth Conversion Strategy: When It Makes Sense, What to Watch For, and How It Affects Your Heirs
“I’m Not Paying for Oil—I’m Protecting the Engine” There’s a moment in our house where Lucas will look at me—calm as can be—and say,...
What Is Reduced Paid-Up (RPU) Insurance?
What Is Reduced Paid-Up (RPU) Insurance? Somewhere buried in your whole life insurance policy, there's a provision called the reduced paid-up option....
How to Turn Savings Into Wealth: The System Most People Miss
The $15 Lunch That Quietly Steals the Future Bruce and I were talking recently about something that looks harmless on the surface—and yet it explains...
Investing vs Owning Assets: The Unseen Wealth Gap Most Families Never See
Investing” Is Not the Same as “Owning” A client said something to Bruce recently that stuck with me: “I despise the idea of a 401(k)… but...
Nelson Nash Think Tank 2026 Recap: What Serious Practitioners Want Families to Understand
The “Real Show” Reminder (and why that matters) We kicked off this episode the way we often do—by being real. A quick tech hiccup, a laugh, and...
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