The Money Advantage Podcast

Recent Episodes

Marshall Family Banking System Case Study: In-Force vs Original Illustration (Part 6)

Posted February 16, 2026 • 01:22:21

The moment we realized “liquidity” isn’t a theory Thirteen years ago, Lucas and I thought we were being responsible by storing a lot of our capital...

Financial Strategy for Families in 2026 and Beyond: A Framework for Uncertain Markets

Posted February 9, 2026 • 00:52:12

The “Clean Slate” That Changes Your Decisions Every January, Bruce and I have this running joke: as a society, we collectively decide that January...

Preserving Generational Wealth With Josh Kanter of Leaf Planner: The Missing Piece Isn’t Paperwork

Posted February 2, 2026 • 00:58:16

The Questions No One Can Answer After Dad Dies A man spends his life building a sophisticated estate plan—brilliant strategies, impeccable legal work,...

Will AI Replace Financial Advisors? Why Wisdom Still Wins in Real Life Money Decisions

Posted January 26, 2026 • 00:34:57

The Moment “Confident” Sounds Like “Certain” A few weeks ago, we found ourselves talking about how quickly AI is moving. It’s not just that...

How to Avoid Estate Tax Legally: The Planning Moves That Protect Your Family’s Legacy

Posted January 19, 2026 • 00:38:29

The “Billion-Dollar Asset” That Still Had to Be Sold A story Bruce shares in our retirement class teaching always stops people in their tracks. A...