In This Episode of the Wealth Wisdom Financial Podcast, host Brandon Neely sits down with Bruce Wehner, Chief Cash Flow Strategist at e3 Wealth and co-host of The Money Advantage Podcast. With decades of experience in education, entrepreneurship, and advanced wealth strategies, Bruce brings a rare blend of real-world grit and financial acumen to the table.
From running a trapping business in high school to managing an automotive shop, and now advising high-net-worth clients, Bruce's journey is anything but ordinary. He shares how those early lessons in cash flow management became the foundation for helping families and entrepreneurs achieve financial clarity, stability, and confidence.
In this value-packed conversation, you'll discover:
- Why cash flow, not net worth, is the real measure of wealth security
- How the Infinite Banking Concept can transform the way you think about money
- What it means to operate with a "family office model" without needing ultra-wealthy status
- The biggest financial blind spots Bruce sees in entrepreneurs, and how to fix them
- How to build a lasting legacy that outlives you
Bruce isn't just sharing theory; he's a real estate investor and active practitioner of Infinite Banking in his own life. You'll hear how he applies these principles daily, the role technology and AI are playing in the financial industry, and why long-term thinking is more important than ever.
If you've ever worried about running out of money, making costly financial mistakes, or leaving an incomplete legacy, this episode offers practical steps and inspiring perspective to help you move forward with confidence.
00:00 Welcome to the Wealth Wisdom Financial Podcast
00:58 Introducing Bruce Wehner: Chief Cash Flow Strategist
01:39 The Infinite Banking Concept and Its Challenges
09:47 Real Estate Investors and Policy Loans
13:06 The Importance of Cash Flow in Business
27:18 Podcasting Journey and Industry Changes
32:13 Nelson's Legacy and Industry Pushback
33:20 The Value of Wisdom and Experience
34:56 Infinite Banking Policy in Action
37:49 Embracing Technology and AI
44:55 Human Element in Financial Services
48:31 Building a Strong Team and Future Vision
55:46 Long-Term Goals and Financial Responsibility
58:55 Final Thoughts and Contact Information
🌱 Tune in for an honest, practical, and eye-opening look at how to take control of your cash flow, minimize taxes, and build wealth that truly lasts.
Watch on YouTube: https://youtu.be/vVtLLks6UNw
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