Episodes

We often talk about multigenerational legacy and multigenerational wealth, but beneath it, you need a multigenerational family team. Not just in name, but a strong team deeply committed to flourishing for generations. https://www.youtube.com/watch?v=VCWRk1N_Bdw Jeremy Pryor, Partner and Co-Founder of Family Teams, is helping families build a multigenerational team on a mission. They help parents think of families as a team, and coach the team to work together toward a common mission. They also g...

What Is Infinite Banking? Have you heard about Nelson Nash, Infinite Banking, Becoming Your Own Banker, bank on yourself, or be your own banker and want to learn more? Maybe you’re already using Infinite Banking but would like to explain it better to your spouse, parents, children, business partner, or friends. https://www.youtube.com/watch?v=dSCWZD5Hpbo Today, we're starting a new series on Infinite Banking Basics. We'll be unpacking all of your "what" questions about Infinite Banking. In this ...

Why would a commercial real estate investor, author, and syndicator move away from apartments and become a self-storage investor? https://www.youtube.com/watch?v=0y_47Zr3F6g Paul Moore, real estate investor and author of Storing Up Profits, demonstrates how to capitalize on America's obsession with stuff by investing in self-storage. So, if you want to find out what's to love about self-storage, learn the risks and downsides of self-storage, and get the scoop on how it performed during the pande...

Here’s a listener question about personal finance for beginners: "What is the foundation or the starting point of wealth building? What are the core things I would want in place to start building wealth?" https://www.youtube.com/watch?v=l0T2gjJvaAg You might be asking the same question. Do you have savings you want to do something with? Are you wondering if you are making the best personal finance decisions? Is it time to talk with a financial advisor? What do you need to know to figure out if t...

Are you working too many hours? Chances are, you don’t have the right people on your team. And if you don’t, chances are, your hiring practices are causing more problems than they are solving. Ryan Englin created Core Matters to fix your recruiting and staffing headaches. He coaches and trains business owners to hire better people, faster. https://www.youtube.com/watch?v=D8N47KLdPH4 So, if you want to hire and retain rock star employees… tune in now! Table of contentsHow Ryan Got StartedThe Hiri...

Nelson Nash, Father of Infinite Banking, left quite a legacy. One of the things that he poured his life into was teaching and training advisors to serve clients with excellence. Every year, IBC practitioners, clients, or anyone searching for a deeper understanding of Infinite Banking gather at the Nelson Nash Think Tank. There, they share ideas and recommit to the fundamentals of Infinite Banking the way Nelson taught. https://www.youtube.com/watch?v=lMjYKI95DI8 Bruce traveled to the 2022 Nelson...

Do you want to write the perfect letter to your kids, but don’t know exactly where to start, what to say, or how to share your heart best? https://www.youtube.com/watch?v=Nes6G6sX8bk Legacy Letters solve this problem. Blake Brewer is on a mission to help 1 million dads write at least one well-written, meaningful, lasting Legacy Letter to their children. Today, we’re digging into the importance of our parent’s words, how to prepare your heart and mind to write this letter, the three things that e...

Are you feeling the rise in prices and wondering what the long-term effects will be on your financial goals? When inflation eats away at the value of your dollars, how do you protect from inflation? What are your options for a level-headed approach to getting your money to do the most today and in the future? https://www.youtube.com/watch?v=UE5jjK89nRg Today, we're talking about your options to protect your money against inflation...so if you want to keep your money growing, tune in now! Table o...

Are you fascinated by the success stories of other entrepreneurs? Today, learn from Dave Menz, the Laundromat Millionaire, Dave Menz's inspirational story, learn the secrets of his success, and find out how you can overcome your own obstacles while building wealth. https://www.youtube.com/watch?v=trhxZsJ0cdc Tune in now! Table of contentsLearning the Laundromat RopesCraigslist BusinessThe Beginning of the Laundromat MillionaireOn Rejection and PerseveranceBuying the Next LaundromatDelayed Gratif...

It’s time to showcase another client who’s building an Infinite Banking System for himself and his family. https://www.youtube.com/watch?v=G6l1gkv09fg Meet Wesley Smith, real estate investor, business owner in the digital marketing space, husband, and dad. To find out why he’s been using Infinite Banking for the past 7 years, and how it’s helping him in his business, investments, and his family… tune in now! Table of contentsWesley's Entrepreneurial JourneyIntro to Infinite BankingWhy Infinite B...

Want to get more done, quicker, easier, and more profitably? Then, it’s time to do less. Today, we’re talking with Ari Meisel, author of The Replaceable Founder, The Art of Less Doing, On Productivity, Idea to Execution about how to build a business that can run and grow without you. https://www.youtube.com/watch?v=i3dQcZTuKtg So, if you want 2022 to be the year you opt-out of the hustle and make consistent progress… tune in now! Table of contentsThe Art of Less DoingAsynchronous ToolsHow to Get...

Have you heard about Infinite Banking, but somehow feel left with a bad taste in your mouth and you’re not sure why? We are airing some of the biggest Infinite Banking objections most people have in regards to whole life insurance. https://www.youtube.com/watch?v=imRoHqAgunk So, whether you’ve heard that it’s trash value insurance, it’s more expensive than term, it takes years to grow your cash value, the returns are garbage, or that the insurance company keeps your cash value when you die … and...

What does ancient Jewish wisdom reveal about successful family enterprise and leaving a legacy? https://www.youtube.com/watch?v=YrX7GpP4__E Today, we’re talking with Rabbi Daniel Lapin. He is the author of Thou Shalt Prosper—Ten Commandments for Making Money, and Business Secrets from the Bible. In this conversation, we’re digging into ancient Jewish wisdom for successful families, and how to navigate inheritance and family giving. So if you want to do the most for your kids, get more people to ...

Do you want to be rich, or do you want to be wealthy? There’s a huge distinction between being rich vs. wealthy. Understanding the difference is the missing ingredient you need to truly enjoy your money. https://www.youtube.com/watch?v=y2X6mPMi9Q0 So, if you want to be wealthy, find out the one thing you need to create wealth that makes a real difference, not only in your life but also in generations to come… tune in now! Table of contentsRich vs. Wealthy: What's the Difference?Make Your Money D...

Did you know that it’s possible to compress your annual goals and accomplish them in a day? With virtual events, all things are possible. Here’s your permission to blow the lid off your expectations for your income! Eileen Wilder, known as “The Queen of Stages,” is a master communicator, trainer, teacher, and advocate for growing (and monetizing) your personal influence for more impact, more income, and most of all—more fun! https://www.youtube.com/watch?v=jQIaviWgBjA So today, find out how you ...

Do you want to accumulate reserves and investible capital where it’s safe and liquid, so you have the cash to invest in the widest range of circumstances? Come behind the scenes as we talk about our Marshall Family Bank in real-time. https://www.youtube.com/watch?v=wmDrsECWJ8Y Today, we’re talking about our recent whole life insurance policy conversion with a 1035 exchange. We’ll discuss the original policy and what prompted the conversion. We also cover how we structured the new policy, what ri...

How do you get life-changing transformation and master the game of business? Joe Evangelisti has built an 8-figure empire and has helped hundreds of entrepreneurs and business owners to cross the 7, 8, and 9-figure mark. Interested in being the next 7-figure business? Don't miss this opportunity to learn from one of the greats. https://www.youtube.com/watch?v=_d_IsQBXhtM To find out how to pivot to unlock your true potential, put aces in their places, and develop a winning culture… tune in now! ...

This week we have the pleasure of joining James Neathery on his podcast, Banking with Life. https://www.youtube.com/watch?v=VTr7vMxoyQU If you want to better understand the importance of life insurance as a foundational tool, and how it integrates into a family banking system...tune in now! Show Notes: 0:00 James Neathery introduces The Money Advantage team: Rachel Marshall, Lucas Marshall, and Bruce Wehner. 3:00 The more quality information about infinite banking and finance out there, the bett...

Where do you start in navigating a clear path to impact and income? How do you make money online? https://www.youtube.com/watch?v=ipnicQQZvkk Brian Dixon says to start with your people. He’s the marketing mentor and business coach who helps you get the clarity to grow your business. So if you want to create a sustainable business, market with confidence, and make money authentically … tune in now! Table of contentsStarting Your Entrepreneurial JourneyStart with Value to Make Money OnlineYour Pas...

Why is financing with Infinite Banking better than paying cash? https://www.youtube.com/watch?v=ZzQ73xBl2TE Today, we’re answering a listener question about the Infinite Banking Concept. And we're going back to Nelson Nash's book, Becoming Your Own Banker to explain the concept. So, if you want to better understand the Infinite Banking Concept and how it helps you make more effective financial choices that put you in control… tune in now! Table of contentsAnswering a Listener QuestionHere’s Dave...

How do you raise confident, successful, happy children who use their uniqueness to contribute the most in the world? What kind of family leadership do you need, so that you build strong families? And what is the secret to generational family wealth, really? https://www.youtube.com/watch?v=YUGCz2R830g Parenting is one of the most complex tasks we will ever face. It can feel like a mountain of skills our kids need to gain—everything from arithmetic to writing essays to public speaking to driving t...

Many people believe that money is the root of all evil. But is money really evil? Is the love of money evil? https://www.youtube.com/watch?v=a1zVsI6Inpg Today, we’re taking on a topic that creates so much confusion, tension, and challenge for people. We’re talking about money, the love of money, and the real root of all evil. And we’re revealing how this one huge mistake in our thinking literally causes all the money problems we see in our own life and the world. So if you want to dig deep into ...

What is a Modified Endowment Contract, and what does it have to do with life insurance? https://www.youtube.com/watch?v=qXI-iOZylhU If you’re using Infinite Banking as a savings tool, you want to avoid having your policy become a MEC. But what exactly are modified endowment contracts? How does it change the taxation on your life insurance policy? Why does it exist, and when might you want to use a MEC? If you want to know more about how to use Infinite Banking to accomplish your financial goals…...

Want to build a work from home business, and scale to create the life you dream of for your family? Would you like to do so without being a salesy weirdo? Today, we’re talking with Martha Krejci, who made her first million in 6 months in business by working from home. Now, she’s a business growth strategist who helps other work-from-home moms make millions. If you’re looking for the secret sauce to scale your business today, want to learn a sustainable and repeatable system, convert people into ...