The Money Advantage Podcast

Recent Episodes

Family Banking Strategy with Whole Life: An 11-Year Case Study, with John Moriarty

Posted November 2, 2020 • 00:54:41

This week, we welcome John Moriarty back to the Money Advantage Podcast. In Part 1, we talked about building a family bank on a conceptual level. Now,...

Wealth Transfer Risks that Can Cost You Big, with Ron Phillips

Posted October 26, 2020 • 00:49:37

https://www.youtube.com/watch?v=jFbebed_F78 Want to know what happens to your real estate portfolio after you’re gone? In this episode, we’re talking...

How Safe are Life Insurance Companies?

Posted October 19, 2020 • 00:51:07

We frequently discuss high cash value life insurance here at the Money Advantage, yet with the financial uncertainties of COVID-19, how safe are life...

Estate Planning for Everyone, with Andrew Weinhaus

Posted September 28, 2020 • 00:56:20

Today, we’re talking with Andrew Weinhaus about why you need an estate plan. He's an attorney who has worked in estate planning for 30 years. That...

Building Family Wealth, with Jon and Missy Butcher

Posted September 21, 2020 • 00:56:48

Do you want extraordinary relationships with your kids? Are you longing to build a family that’s strong and enduring, living life on purpose? Building...