The Money Advantage Podcast
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Infinite Banking Policy Design for Long-Term Results
66 hours 27 mins; March 30, 2026
Roth Conversion Strategy: When It Makes Sense, What to Watch For, and How It Affects Your Heirs
58 mins; March 23, 2026
What Is Reduced Paid-Up (RPU) Insurance?
63 hours 19 mins; March 16, 2026
How to Turn Savings Into Wealth: The System Most People Miss
32 mins; March 08, 2026
Investing vs Owning Assets: The Unseen Wealth Gap Most Families Never See
57 mins; March 02, 2026
Nelson Nash Think Tank 2026 Recap: What Serious Practitioners Want Families to Understand
49 mins; February 23, 2026
Marshall Family Banking System Case Study: In-Force vs Original Illustration (Part 6)
82 hours 21 mins; February 16, 2026
Financial Strategy for Families in 2026 and Beyond: A Framework for Uncertain Markets
52 mins; February 09, 2026
Preserving Generational Wealth With Josh Kanter of Leaf Planner: The Missing Piece Isn’t Paperwork
58 mins; February 02, 2026
Will AI Replace Financial Advisors? Why Wisdom Still Wins in Real Life Money Decisions
34 mins; January 26, 2026
How to Avoid Estate Tax Legally: The Planning Moves That Protect Your Family’s Legacy
38 mins; January 19, 2026
Financial Planning Mistakes: The Most Risky Moves Aren’t What You Think
51 mins; January 12, 2026
Cash Flow vs Accumulation: How to Build Multigenerational Wealth
26 mins; January 05, 2026
How Much Do I Need to Retire? Rethinking the Number, the Risk, and the Cash Flow
42 mins; December 29, 2025
How to Teach Kids About Money: Habits, Mindsets, and Conversations That Last a Lifetime
55 mins; December 22, 2025
Emergency Fund Alternatives: Liquidity That Protects Your Family—Without Sacrificing Growth
49 mins; December 15, 2025
Overcoming Financial Fear: Shift From Scarcity To Abundance With Traditional Planning
59 mins; December 08, 2025
Taxes and Wealth Creation: The Truth Most Families Never Hear
51 mins; December 01, 2025
Retirement Plan Reality Check: Build Income, Reduce Risk, and Stay in Control
59 mins; November 24, 2025
Indexed Universal Life Lawsuit: Kyle Busch vs Pacific Life—and the Lessons Every Family Needs
57 mins; November 17, 2025
Infinite Banking Mistakes: The Human Problems That Derail IBC
26 mins; November 10, 2025
Increase Your Savings Without Reducing Your Lifestyle
58 mins; November 03, 2025
Premium Financing Life Insurance: Could Be Right, Sometimes Smart
51 mins; October 27, 2025
Hidden Money Traps: How to Recognize and Overcome the Sabotage Blocking Your Wealth
43 mins; October 20, 2025
Infinite Banking vs Index Funds: Why You’re Asking the Wrong Question
0 secs; October 13, 2025
How to Choose the Right Life Insurance Agent for Your Financial Future
43 mins; October 06, 2025
Can You Use IUL for Infinite Banking
0 secs; September 29, 2025
What Are the Risks of Infinite Banking? The Myths, Truths, and Real Concerns
69 hours 42 mins; September 22, 2025
Is Infinite Banking a Sales Tactic? The Truth About Taking Back Control of Your Money
60 hours 3 mins; September 15, 2025
Michael Cole on Wealth, Legacy, and the True Impact of Money
41 mins; September 08, 2025
400 Episodes: Top Lessons About Wealth, Legacy, and Serving Families
61 hours 46 mins; September 01, 2025
Jesse Durham: How to Build a Lifestyle of Stewardship
54 mins; August 25, 2025
How to Use Whole Life Insurance Tax Strategies to Fund Your Legacy
52 mins; August 18, 2025
Short-Pay vs Long-Pay Life Insurance: How to Build a Powerful Infinite Banking System That Lasts Generations
42 mins; August 11, 2025
SLAT vs ILIT for High Net Worth Estate Planning: Which One Protects Your Legacy Best?
71 hours 51 mins; August 04, 2025
How One Family Mastered Legacy Planning for Families Without Sacrificing Unity or Values
20 mins; July 28, 2025
Questions a Good Financial Advisor Should Ask (But Most Don’t)
50 mins; July 21, 2025
Spouse Financial Preparedness: Ensure Your Partner Can Flourish—Not Fumble
60 hours 56 mins; July 14, 2025
How Much Life Insurance Do I Need? Ask This Instead
34 mins; July 07, 2025
Mutual Holding Companies: What Whole Life Policyholders Need to Know
54 mins; June 30, 2025
The Truth About Single Premium Paid-Up Additions (SPUA): How to Design Infinite Banking Policies With Wisdom, Not Hype
66 hours 4 mins; June 23, 2025
How Whole Life and Guaranteed Universal Life Insurance Support Legacy, Wealth Transfer, and Tax Efficiency
0 secs; June 16, 2025
Align Wealth With Values Through Faith-Based Legacy Planning
0 secs; June 09, 2025
How to Design a Whole Life Policy for Infinite Banking: Avoid the Pitfalls, Build Long-Term Wealth, and Create a System That Lasts Generations
78 hours 34 mins; June 02, 2025
Should You Put All Your Income Into a Whole Life Policy? Here’s What You Need to Know
72 hours 7 mins; May 26, 2025
Can You Deduct Life Insurance Premiums? The Truth Every Business Owner Needs to Know
55 mins; May 19, 2025
Infinite Banking Concept (IBC): The Golden Key that Unlocks Your Financial Life
50 mins; May 18, 2025
How to Start a Family Bank: Insights from John Moriarty
63 hours 6 mins; May 14, 2025
Tour Our Marshall Family Private Family Banking System, Pt. 2
59 mins; May 13, 2025
Estate Planning with Life Insurance: How to Protect Your Wealth and Prepare Your Family
63 hours 7 mins; May 12, 2025
The 3 Components of Infinite Banking Policy Design: Base, PUAs, and Term
61 hours 2 mins; May 11, 2025
Leveraging Policy Loans in Infinite Banking: A Strategic Guide
45 mins; May 08, 2025
The Pros and Cons of an ILIT: Is It the Right Move for Your Legacy?
55 mins; May 05, 2025
Is Cash Value Life Insurance Enough for Retirement?
58 mins; April 28, 2025
How Tariffs Impact Your Wallet (And Why It Matters More Than You Think)
69 hours 57 mins; April 21, 2025
Is Infinite Banking Tax-Free? The Truth You Need to Know
30 mins; April 14, 2025
Nelson Nash Institute Think Tank 2025 Recap
53 mins; April 07, 2025
Building an Exceptional Life
56 mins; March 31, 2025
Take Control of the Banking Function: How to Build Wealth on Your Terms
69 hours 20 mins; March 23, 2025
Gold as the Ultimate Wealth Insurance – How to Protect Your Financial Future
62 hours 11 mins; March 17, 2025
Turn Financing Costs into a Financial Tailwind
56 mins; March 10, 2025
Where Is the Bank? Understanding the Banking Function in Infinite Banking
53 mins; March 03, 2025
Is Infinite Banking Only for the Wealthy? Think Again.
0 secs; February 24, 2025
Life Insurance Beneficiaries: Protecting Your Legacy and Empowering Future Generations
51 mins; February 17, 2025
Whole Life Term Riders: Level vs. Blended Term Riders
23 mins; February 10, 2025
The Power of Storytelling with Caleb Breakey: Leaving a Legacy of Values
48 mins; February 03, 2025
The History of Whole Life Insurance: What It Teaches Us About Financial Security
38 mins; January 27, 2025
Access to Cash: Redefining Control in Your Financial Journey
39 mins; January 20, 2025
Marshall Family Banking System, Pt. 5 Dec 2025
65 hours 5 mins; January 13, 2025
How Whole Life Insurance and Austrian Economics Go Hand-in-Hand
39 mins; January 06, 2025
The Power of Family Meetings: Building a Multigenerational Legacy of Wealth and Unity
33 mins; December 30, 2024
Infinite Banking During Economic Uncertainty: A Reliable Strategy
45 mins; December 23, 2024
Passing the Torch: Multi-Generational Business Succession Strategies
52 mins; December 16, 2024
Where Life Insurance Companies Invest Their Money
0 secs; December 09, 2024
IBC Q&A: Lump sum, paid-up policies, loan interest, term riders, & the economy
62 hours 50 mins; December 02, 2024
Mastering Infinite Banking: Who Thrives and Why It’s Not Just About Money
55 mins; November 25, 2024
Preserving Your Family History – Mark Anderson & Hadley Grow
53 mins; November 18, 2024
Cash is King and Cash Flow is Queen
46 mins; November 11, 2024
The Truth About Investing Diversification: Why It’s More Than Just Spreading Risk
36 mins; November 04, 2024
Protecting Your Intellectual Property: Why Every Entrepreneur Must Safeguard Their Ideas
34 mins; October 28, 2024
The Problem with Financial Planning
59 mins; October 21, 2024
Famous at Home with Josh Straub
0 secs; October 14, 2024
Top Generational Wealth Building Strategies – Lessons from Legendary Families
28 mins; October 07, 2024
Family Banking Formula® & Whole Life Insurance
52 mins; September 30, 2024
Short-Term Rentals, with Marilynn Taylor
79 hours 42 mins; September 23, 2024
Beaver Bankers: Build Financial Dams for Future Generations
43 mins; September 16, 2024
Key 16 Habits of Rich People
56 mins; September 09, 2024
Worst Infinite Banking Mistakes to Avoid – Learn Before You Leap
50 mins; September 02, 2024
Leaving an Inheritance to My Great-Grandchildren
43 mins; August 26, 2024
Whole Life Insurance Tax Benefits – How They Work and Why They Matter
39 mins; August 19, 2024
Family Business Dynamics, with Savannah Suttle
51 mins; August 12, 2024
Whole Life Insurance Loans Explained
55 mins; August 05, 2024
Real Estate Investing in Today’s Economy, with Anna Kelley
61 hours 3 mins; July 29, 2024
Fractional Reserve Banking Creates Inflation: Infinite Banking is the Solution
46 mins; July 22, 2024
Buy Term and Invest the Difference: Does It Really Work?
50 mins; July 15, 2024
Leave a Legacy: The Two Essentials for Lasting Impact
25 mins; July 08, 2024
Infinite Banking Concept: Maximizing Financial Windfalls
45 mins; July 01, 2024
Why Dividend Rates Don’t Matter
0 secs; June 24, 2024
Family Business Longevity, with Rob Ferguson
49 mins; June 17, 2024
Becoming Your Own Banker, Part 33: Recap
30 mins; June 10, 2024