The Money Advantage Podcast

The Money Advantage Podcast


Latest Episodes

Emergency Fund Alternatives: Liquidity That Protects Your Family—Without Sacrificing Growth
December 15, 2025

The Day the Emergency Fund Met Real LifeRachel here. Many tell us the same story: I saved the emergency fund, but Im worried Im losing ground to inflation and missed opportunities.https://www.youtube.com/live/T7O8abZDKw8Because for mos

Overcoming Financial Fear: Shift From Scarcity To Abundance With Traditional Planning
December 08, 2025

Many people make more money and somehow feel more afraid. Afraid to decide. Afraid to lose. Afraid to look foolish. Afraid to miss out.https://www.youtube.com/live/00ErZ7MiuEMThis isnt a fringe problem. Its everywhere.And its solvable.Bru

Taxes and Wealth Creation: The Truth Most Families Never Hear
December 01, 2025

A few weeks ago our 14-year-old daughter ordered a $30 item online with her own hard-earned cash. She was proud of herselfuntil a notice popped up: the product was coming from overseas and a tariff of roughly $30 would be due at delivery. She looked at m

Retirement Plan Reality Check: Build Income, Reduce Risk, and Stay in Control
November 24, 2025

We went live, the chat exploded, and a listener voiced what so many feel but rarely say out loud: Ive followed the rulesso why doesnt my Retirement Plan feel safe?https://www.youtube.com/live/gFQYEJWlWpIBruce gave me the look that says, Le

Indexed Universal Life Lawsuit: Kyle Busch vs Pacific Life—and the Lessons Every Family Needs
November 17, 2025

Why the Indexed Universal Life lawsuit is a wake-up callThe headlines about the Kyle Busch vs Pacific Life indexed universal life lawsuit sparked the same question I hear from thoughtful families: is my policy designed to serve me, or to serve a sales

Infinite Banking Mistakes: The Human Problems That Derail IBC
November 10, 2025

Its not the math. Its the mindset.When Bruce recorded this episode solo, he opened with something weve learned after thousands of client conversations: the biggest Infinite Banking mistakes arent about policy illustrations or carrier choice. Th

Increase Your Savings Without Reducing Your Lifestyle
November 03, 2025

If you want to increase your savings, dont start with your budgetstart with your lifestyle.Your lifestyle isnt about how much you spend.Its about what you prioritize.Its the visible result of invisible decisionswhat you say yes to, what you say no t

Premium Financing Life Insurance: Could Be Right, Sometimes Smart
October 27, 2025

Premium financing life insurance for estate planning is one of those strategies that sounds impressiveand sometimes is. But for most families, it introduces more complexity and risk than benefit.https://www.youtube.com/live/8Dav7pQVOrcAt The Mo

Hidden Money Traps: How to Recognize and Overcome the Sabotage Blocking Your Wealth
October 20, 2025

The Corvette and the $80,000 LessonHave you ever made a money decision that felt right in the moment only to realize later it pulled you further from your goals?Youre not aloneand youre likely facing one of the hidden money traps that quietly sabo

Infinite Banking vs Index Funds: Why You’re Asking the Wrong Question
October 13, 2025

The Gas Station Story That Reveals a Common Money MistakeLet me paint a picture for you.https://www.youtube.com/live/uqGN5Sz9tJgYoure driving down the highway and see gas at $3.00 a gallon. Three miles later, you spot it for $2.97. You thin