The Money Advantage Podcast
Personal Finance for the Entrepreneurially-Minded!
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Recent Episodes
Too Old For Infinite Banking with Whole Life Insurance?
Do you want to use whole life insurance to store cash, build an emergency/opportunity fund, and create a legacy, but you wish you’d learned about...
Solving Healthcare Costs, with Dave Chase
Are you concerned about ballooning healthcare costs? You should be! It’s an expense that’s risen far faster than inflation, and paying more than...
Whole Life Insurance Dividends: What They Are and How They Work
Do you love the idea of getting whole life insurance dividends, but are stuck comparing one company’s dividend performance to another? Should you...
Deferred Sales Trust: Defer Capital Gains Taxes With More Flexibility Than a 1031 Exchange
Do you want the freedom to sell real estate at the top of the market and wait to invest until the right time, without having to rush cash into a new...
When Should You Use a 1035 Exchange with Life Insurance?
Do you have a life insurance policy you’re concerned may not last, lacks guarantees, or may lapse, and you’re wondering how you could trade it in...
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