The Money Advantage Podcast

The Money Advantage Podcast


Latest Episodes

Estate Planning with Life Insurance: How to Protect Your Wealth and Prepare Your Family
May 12, 2025

When we first started talking about estate planning with life insurance, it was because we saw a massive disconnect in how families were thinking about their wealth. Not just the numbers. But the purpose behind it.https://www.youtube.com/live/sqVXY19

The 3 Components of Infinite Banking Policy Design: Base, PUAs, and Term
May 11, 2025

Bruce Wehner discusses the primary components of infinite banking policy design: base premium, paid-up additions riders, and term riders. Following the principles laid out by Nelson Nash in Becoming Your Own Banker, we review the concepts for designing a

Leveraging Policy Loans in Infinite Banking: A Strategic Guide
May 08, 2025

https://www.youtube.com/watch?v=V8y-QLv01jIHave you heard about Nelson Nashs Infinite Banking strategy, and how to become Your Own Banker, and want to learn more? Or maybe youre already using Infinite Banking, but would like to explain it better.

The Pros and Cons of an ILIT: Is It the Right Move for Your Legacy?
May 05, 2025

What do the St. Louis Rams and Prince have in common? Their stories illustrate the pros and cons of an ILITor, more accurately, what happens when estate planning tools like an ILIT arent used at all.https://www.youtube.com/live/oa3TEKlnATMThey

Is Cash Value Life Insurance Enough for Retirement?
April 28, 2025

Today, Bruce and I want to unpack a question we frequently encounter: Is cash value life insurance enough for retirement? Its a compelling question, but one without a simple yes or no answer. The effectiveness of cash value life insurance as your primary

How Tariffs Impact Your Wallet (And Why It Matters More Than You Think)
April 21, 2025

If you've ever tried leading a Zoom call while your screen goes black mid-sentence, you know the feeling of being out of control. Thats how many of us feel about our finances right nowlike we're one loose cable away from a crash. But here's the truth: f

Is Infinite Banking Tax-Free? The Truth You Need to Know
April 14, 2025

If youve been researching Infinite Banking, youve probably heard it described as "tax-free." That phrase is thrown around a lot, and while it sounds great, its not entirely accurate. The reality is a bit more nuanced, and understanding the details can

Nelson Nash Institute Think Tank 2025 Recap
April 07, 2025

Imagine sitting in a room full of financial professionals, entrepreneurs, and thought leaders, all gathered with a shared missionto gain clarity, deepen understanding, and refine strategies for implementing Infinite Banking. Thats exactly what happened

Building an Exceptional Life
March 31, 2025

What does it take to build a life of true success? Not just financial wealth, but success in all areasbusiness, family, health, faith, and relationships? If you've ever felt like you're hitting a ceiling in one or more areas of your life, this is for you

Take Control of the Banking Function: How to Build Wealth on Your Terms
March 23, 2025

Have you ever stopped to question how money really moves in your life? Most of us are so accustomed to the financial system weve been handed that we dont even recognize its limitations. From an early age, were trained to earn, spend, and save in ways t