The Money Advantage Podcast

Personal Finance for the Entrepreneurially-Minded!

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Are We at the Top of the Market?  How to NOT Lose Money

Posted November 18, 201900:36:15

After seeing an upward trend in the markets over the past decade, you may be concerned that we’re at the top of the market cycle.  Many people are...

Bob Fraser: Real Estate Notes with Aspen Funds

Posted November 11, 201900:56:39

https://youtu.be/wymV-ro4P_w In today’s show, we’re interviewing Bob Fraser, Co-Founder and CFO of Aspen Funds.  Aspen Funds operates several private...

Why You Shouldn’t Retire

Posted November 4, 201900:44:45

https://youtu.be/9xx_twfkmWY Retirement seems top of mind in almost every financial endeavor in our culture.  It’s this buzzword at the culmination...

The Truth About IULs, with Todd Langford

Posted October 28, 201901:05:48

https://youtu.be/9z9uvl23YH4 In today’s show, Todd Langford joins us to dig deeper into Indexed Universal Life. He is the CEO and developer of Truth...

What to Do With Tax-Deferred Investments for Business Owners

Posted October 21, 201900:48:47

Tax deferral may seem like the epitome of smart financial planning.  But tax-deferred investments can be a tricky trap like the spiderwebs that caught...