The Money Advantage Podcast

Personal Finance for the Entrepreneurially-Minded!

Listen to latest episode

The Money Advantage Podcast Cover Art

Follow Our Podcast

Recent Episodes

Life Insurance Agent Commission and Whole Life Policy Design, with Rodney Mogen

Posted September 14, 202000:43:44

Not all whole life policies are designed equally.  Some that show up better on an illustration actually have a higher risk.   Rodney Mogen came back...

Complete Family Wealth, with Keith Whitaker

Posted September 7, 202001:02:39

https://www.youtube.com/watch?v=gB_2RGtp_ts Will the work you do create a foundation for your kids and grandkids to prosper? Then how do you create...

How to Become a Real Estate Investor Goddess, with Monick Halm

Posted August 31, 202000:54:21

https://www.youtube.com/watch?v=p2xDUahEtWc Do you want to invest in real estate?  Do you want it to feel effortless and productive, without getting...

Sequence of Returns Risk: How to Get the Most Investment Income Without Running Out of Money

Posted August 24, 202000:34:03

Did you know there’s a secret hiding in plain sight that average rates of return will never tell you? In this episode, we’ll discuss Sequence of...

Family Values: The Starting Point of a Legacy, with Richard Wilson

Posted August 17, 202000:47:45

If you want to create a legacy of wealth, the starting point is a strong culture of family values. That's because having the greatest impact and doing...