A friend called and said four words that changed the trajectory of a young familys finances: Becoming Your Own Banker.At that moment, Jesse Durham was a former cop turned Spanish teacher in North Carolina. New baby. Second on the way. About $50,000 o

What Most Families Miss About Whole Life Insurance Tax StrategiesMost people miss the hidden power of whole life insurance tax strategiesand in doing so, they overpay in taxes and underfund their legacy. In todays podcast episode, Bruce Wehner dives

Whats Really at StakeWhen it comes to short-pay vs long-pay life insurance, the question isnt just about convenienceits about control, options, and legacy.https://www.youtube.com/live/dPxt8Nui4g4In this article, youll learn:The dif

SLAT vs ILIT for High Net Worth Estate Planning isn't just a legal distinctionit's a strategic decision that could determine how well your wealth serves your family, both now and for generations to come.https://www.youtube.com/live/CzyssnZbzD0W

The Power of a Love LetterWhen Shannon sat down to write her love letters to her children, she didnt expect just how meaningful the process would be.What began as a simple act of putting words on paper quickly became one of the most profound step

Ill never forget Bruces story about his carcheck engine light on, a mechanic insisted it needed a $1,500 catalytic converter. Bruce knew better and fixed it by simply tightening the gas cap. That story isn't just about auto repair; it perfectly illustr

Ill never forget the moment my cohost Bruce Wehner shared a powerful story: Nelson told his wife, Mary, I need to teach you how to be a widow. That striking phrase stopped us in our tracks. It wasnt morbidit was strategic. Nelson recognized that spo

How Much Life Insurance Do I Need? Why Thats the Wrong QuestionIf youve ever asked, How much life insurance do I need?youre not alone. Its a common starting point. But in this article, Bruce and I (Rachel) want to challenge that question and of

Lately, weve seen a troubling trend online.Peoplesome well-meaning, some notare sharing misinformation about mutual holding companies, claiming these companies are no longer mutually owned or that theyve quietly abandoned their policyholders.T

A few weeks ago, something special happened as we kicked off a podcast recordingJoe DeFazio held up a first edition copy of Becoming Your Own Banker by Nelson Nash. It had just arrived in his hands, passed down like a sacred trust.https://www.youtub