The Money Advantage Podcast

Recent Episodes

Is Mass Mutual Shooting Down the Infinite Banking Concept?

Posted January 30, 2023 • 01:10:00

Mass Mutual, a top life insurance company and heavily relied upon insurance carrier in the Infinite Banking space, recently came out with a memo to...

What Is Bank-Owned Life Insurance (BOLI)? Understanding Institutional Wealth Strategies

Posted January 16, 2023 • 00:48:57

Why do top banks own billions of dollars of cash-value life insurance, if Dave Ramsey and Suze Orman say it's such a bad idea? Today, we're looking...

The 5 Rules of IBC, with David Stearns

Posted January 9, 2023 • 01:30:07

So you’ve decided to buy a specially designed whole life insurance policy. You’re working with the right advisor, you have an excellently designed...

Tax-Free Retirement is a Bad Idea

Posted January 2, 2023 • 01:06:22

Want tax-free retirement income? Tax-free money in retirement sounds amazing… at first glance. https://www.youtube.com/watch?v=mylXCXThFl0 But before...

Whole Life Insurance Case Study (19 Years), with Tom Suvansri

Posted December 26, 2022 • 00:53:20

How does whole life insurance work out over the years? Today, we're looking at a real-world case study of someone with basic whole life insurance policies...