The Money Advantage Podcast

Recent Episodes

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

Posted August 24, 2020 • 00:34:03

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, 2020 • 00:47:45

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...

Custom-Designed Estate Planning, with Stephen Haynes

Posted August 13, 2020 • 00:57:29

Considering estate planning, but not sure how to make it work best for your family? Wondering how to balance your unique age, stage, personalities,...

Estate Plans that Transcend Generations with Andrew Howell

Posted August 10, 2020 • 00:57:40

https://www.youtube.com/watch?v=uvUp3vuKYjA Do you want to leave a legacy with an estate plan that transfers wealth and empowers the next generation?...

Maximizing Retirement Income with Whole Life Insurance - Dr. Wade Pfau

Posted August 3, 2020 • 01:00:53

https://www.youtube.com/watch?v=AO7Y3RkLaFI Want to get the most income later in life? Your success depends not on one product, but the coordination...