The Money Advantage Podcast

Recent Episodes

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...

Spouse Financial Preparedness: Ensure Your Partner Can Flourish—Not Fumble

Posted July 14, 2025 • 01:00:56

I’ll never forget the moment my co‑host Bruce Wehner shared a powerful story: Nelson told his wife, Mary, “I need to teach you how to be a widow.”...

How Much Life Insurance Do I Need? Ask This Instead

Posted July 7, 2025 • 00:34:48

How Much Life Insurance Do I Need? Why That’s the Wrong Question If you’ve ever asked, “How much life insurance do I need?”—you’re not alone....

Mutual Holding Companies: What Whole Life Policyholders Need to Know

Posted June 30, 2025 • 00:54:40

Lately, we’ve seen a troubling trend online. People—some well-meaning, some not—are sharing misinformation about mutual holding companies, claiming...

The Truth About Single Premium Paid-Up Additions (SPUA): How to Design Infinite Banking Policies With Wisdom, Not Hype

Posted June 23, 2025 • 01:06:04

A few weeks ago, something special happened as we kicked off a podcast recording—Joe DeFazio held up a first edition copy of Becoming Your Own Banker...