The Money Advantage Podcast

Recent Episodes

How to Use Whole Life Insurance Tax Strategies to Fund Your Legacy

Posted August 18, 2025 • 00:52:00

What Most Families Miss About Whole Life Insurance Tax Strategies Most people miss the hidden power of whole life insurance tax strategies—and in...

Short-Pay vs Long-Pay Life Insurance: How to Build a Powerful Infinite Banking System That Lasts Generations

Posted August 11, 2025 • 00:42:40

What’s Really at Stake When it comes to short-pay vs long-pay life insurance, the question isn’t just about convenience—it’s about control,...

SLAT vs ILIT for High Net Worth Estate Planning: Which One Protects Your Legacy Best?

Posted August 4, 2025 • 01:11:51

SLAT vs ILIT for High Net Worth Estate Planning isn't just a legal distinction—it's a strategic decision that could determine how well your wealth...

How One Family Mastered Legacy Planning for Families Without Sacrificing Unity or Values

Posted July 28, 2025 • 00:20:39

The Power of a Love Letter When Shannon sat down to write her love letters to her children, she didn’t expect just how meaningful the process would...

Questions a Good Financial Advisor Should Ask (But Most Don’t)

Posted July 21, 2025 • 00:50:44

I’ll never forget Bruce’s story about his car—check engine light on, a mechanic insisted it needed a $1,500 catalytic converter. Bruce knew better...