The Money Advantage Podcast

Recent Episodes

Deferred Sales Trust: Defer Capital Gains Taxes With More Flexibility Than a 1031 Exchange

Posted November 16, 2020 • 00:52:10

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?

Posted November 9, 2020 • 00:31:03

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...

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...