The Money Advantage Podcast
Latest Episodes
Becoming Your Own Banker, Part 13: Overfunding Life Insurance
Prepare to unravel the mystique behind funding and overfunding life insurance, and the empowering concept of becoming your own banker. This episode holds the key to understanding how to fund a life insurance policy, maximize its cash value, and reap the b
New Agent Licensing and IMOs
Are you a new agent or looking to join the insurance industry, and wondering exactly just how and where to get started?https://www.youtube.com/watch?v=R9HQ313aNS0In today's podcast, Bruce and Rachel will help you know how to set up your business
Becoming Your Own Banker, Part 12: Cost of Life Insurance
Get ready to rethink your thinking about the cost of life insurance and, more importantly, the process of Infinite Banking. Our journey leads us to insights from Nelson Nash's book, giving us a fresh look at how to balance life insurance and the Infinite
Interest Rates and Whole Life Insurance
Ready to gain a new perspective on how interest rates affect the economy? What about how interest rates and whole life insurance relate to each other? Let us illuminate Nelson Nash's wisdom on adopting a lifestyle that resonates with the Infinite Banking
Using IBC for Business, with Marcus Toal
Ever wondered how the Infinite Banking Concept (IBC) can protect your family and boost your business? That's exactly what our client, Marcus, shares in this enlightening episode about using IBC for business. Since 2017, Marcus has leveraged the IBC to sup
The 3 Components of Infinite Banking Policy Design: Base, PUAs, and Term
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
Lifetime Annuity Income
By popular demand, we will be continuing our conversations from last week on annuity strategies! This time, we are joined by special guest Joseph DeFazio! Joe is a seasoned financial educator and will bring a fresh perspective on lifetime annuity income a
Annuity Strategies: The Truth About Generating Cash Flow with Annuities
Are you interested in knowing the truth about generating guaranteed cash flow with annuity strategies? Learn about the benefits and drawbacks of annuities, as well as some annuity strategies that will help you create guaranteed cash flow. Are annuities th
Finding Money in Your Business to Fund IBC
Is it possible that you have areas of inefficiency in your business or cash flow that could be better used to fund IBC? It's time to discover some of the top inefficiencies in your business where you can recover excess money flowing out of your control.
Becoming Your Own Banker, Part 11: Use It or Lose It
If you want to adopt a new financial mindset, you need new financial habits.As Nelson would say, "use it or lose it." Today, we're continuing the journey through Nelson Nash's catalytic book, "Becoming Your Own Banker," and discussing the role of habit,