The Money Advantage Podcast
Personal Finance for the Entrepreneurially-Minded!
Episodes
December 8, 2025 • 59 mins
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/00ErZ7MiuEM
This isn’t a fringe problem. It’s everywhere.And it’s solvable.
Bruce and I recorded this episode to hand you a simple tool you can use to reframe fear and build the kind of financial life that runs on clarity, certainty, and stewardship.
O...
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December 1, 2025 • 51 mins
A few weeks ago our 14-year-old daughter ordered a $30 item online with her own hard-earned cash. She was proud of herself—until a notice popped up: the product was coming from overseas and a tariff of roughly $30 would be due at delivery. She looked at me, stunned. “Wait… I have to pay double to get it?” She paused, thought, and said, “I still want it.”
https://www.youtube.com/live/gV_EvvpiXww
That tiny moment shows a big ...
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November 24, 2025 • 59 mins
We went live, the chat exploded, and a listener voiced what so many feel but rarely say out loud: “I’ve followed the rules—so why doesn’t my Retirement Plan feel safe?”
https://www.youtube.com/live/gFQYEJWlWpI
Bruce gave me the look that says, “Let’s tell the truth.” Because we’ve seen it over and over: neat projections, tidy averages, and a plan that works—until the world doesn’t. Markets don’t ask permission. Inflation do...
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November 17, 2025 • 57 mins
Why the Indexed Universal Life lawsuit is a wake-up call
The 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 incentive? This isn’t tabloid noise. It’s a real-world reminder that choices around products, product design, and behavior determine outcomes. When insurance gets framed like an i...
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November 10, 2025 • 26 mins
“It’s not the math. It’s the mindset.”
When Bruce recorded this episode solo, he opened with something we’ve learned after thousands of client conversations: the biggest Infinite Banking mistakes aren’t about policy illustrations or carrier choice. They’re about us—our habits, our thinking, and the quiet patterns we bring to money.
https://www.youtube.com/live/tvSGb9GkRG4
I remember Nelson Nash repeating, “Rethink your ...
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November 3, 2025 • 58 mins
If you want to increase your savings, don’t start with your budget—start with your lifestyle.Your lifestyle isn’t about how much you spend.It’s about what you prioritize.It’s the visible result of invisible decisions—what you say yes to, what you say no to, and what you're building quietly behind the scenes.
https://www.youtube.com/live/wZIJnteQW-g
Too many people let lifestyle be the engine of their money—chasing comfort, ...
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October 27, 2025 • 51 mins
Premium financing life insurance for estate planning is one of those strategies that sounds impressive—and sometimes is. But for most families, it introduces more complexity and risk than benefit.
https://www.youtube.com/live/8Dav7pQVOrc
At The Money Advantage, we don’t lead with premium financing, and we rarely recommend it. But in a recent conversation with a client facing an eight-figure estate tax liability, the questio...
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October 20, 2025 • 43 mins
The Corvette and the $80,000 Lesson
Have you ever made a money decision that felt right in the moment… only to realize later it pulled you further from your goals?You’re not alone—and you’re likely facing one of the hidden money traps that quietly sabotage even the most well-intentioned wealth-builders.
https://www.youtube.com/live/I-1F6u7Z8Bk
Imagine this: You’ve worked hard, saved diligently, and finally have $80,000 s...
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The Gas Station Story That Reveals a Common Money Mistake
Let me paint a picture for you.
https://www.youtube.com/live/uqGN5Sz9tJg
You’re driving down the highway and see gas at $3.00 a gallon. Three miles later, you spot it for $2.97. You think, "Yes! A deal!" So you turn around, drive the extra six miles, and save... 30 cents.
Except you used 40 cents of gas to get there.
This is the kind of logic many people use...
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October 6, 2025 • 43 mins
When Bruce came back from recording this episode of The Money Advantage podcast, he told me something that hit hard:
https://www.youtube.com/live/r5oyEytzj1w
He shared how frustrated he feels every time he hears about a family who loses a loved one without proper life insurance. Suddenly, their friends and community are scrambling to create a GoFundMe page just to cover funeral expenses and basic needs.
Life insurance is...
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September 29, 2025
Have you ever heard someone say you can use an IUL for Infinite Banking?
Maybe you’ve seen a slick video online, or a persuasive advisor with charts and projections that promise you higher returns, flexible premiums, and “upside potential.” It sounds convincing—especially when you compare the numbers on an illustration. Who wouldn’t want more cash value and lower premiums?
But here’s the sobering reality: when it comes to Inf...
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September 22, 2025 • 69 mins
When most people first hear about Infinite Banking, one of the first questions that comes up is: “But what are the risks of Infinite Banking?”
It’s a fair question. We live in a financial world where we’ve been conditioned to look for the fine print, the hidden traps, and the potential downsides of anything that sounds “too good to be true.”
https://www.youtube.com/live/7JHmm5jEfQ0
I get it. When you first hear the conce...
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September 15, 2025 • 60 mins
“Is Infinite Banking a sales tactic?”
It’s one of the first questions we hear—and it’s a valid one.
When I first encountered Infinite Banking, I wasn’t looking for a new strategy. I was simply trying to find a better place to store cash.
https://www.youtube.com/live/K00YrFJtIQE
Like many families, Lucas and I were putting our savings into gold and silver. It felt like a smart move—until we needed liquidity. The value ...
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September 8, 2025 • 41 mins
A Story That Changes the Way You See Wealth
When Bruce and I sat down with Michael Cole for The Money Advantage Podcast, the conversation didn’t just scratch the surface of wealth management—it went straight to the heart of what wealth really means. Here’s a man who has advised families with an average net worth of more than $500 million, co-founded the largest network of centimillionaires in the U.S., and written the bestsellin...
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September 1, 2025 • 61 mins
How a Campfire Call Sparked a Financial Movement
It started with a campfire.
Lucas and I were out camping when I made a phone call that would unknowingly change the course of our lives and the lives of thousands of families:“Bruce, want to start a podcast?”
https://www.youtube.com/live/GKrk_LOMwI4
As we looked back over the years, a theme emerged. The conversations that mattered most weren’t about rates of return, pro...
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August 25, 2025 • 54 mins
A friend called and said four words that changed the trajectory of a young family’s finances: Becoming Your Own Banker.
At that moment, Jesse Durham was a former cop turned Spanish teacher in North Carolina. New baby. Second on the way. About $50,000 of debt. A man raised to do what most of us were taught to do: get the degree, get the job, ride the hamster wheel, and hope the math works out.
https://www.youtube.com/live/kgT...
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August 18, 2025 • 52 mins
What Most Families Miss About Whole Life Insurance Tax Strategies
Most people miss the hidden power of whole life insurance tax strategies—and in doing so, they overpay in taxes and underfund their legacy. In today’s podcast episode, Bruce Wehner dives deep into how the tax code is designed to reward strategic behavior—and how you can align your actions to reduce your tax burden and redirect that capital into wealth-building veh...
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What’s Really at Stake
When it comes to short-pay vs long-pay life insurance, the question isn’t just about convenience—it’s about control, options, and legacy.
https://www.youtube.com/live/dPxt8Nui4g4
In this article, you’ll learn:
The difference between short-pay and long-pay policies
Why a long-pay design gives you more flexibility and cash value
How reduced-paid-up life insurance contracts really work
Wh...
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August 4, 2025 • 71 mins
SLAT vs ILIT for High Net Worth Estate Planning isn't just a legal distinction—it's a strategic decision that could determine how well your wealth serves your family, both now and for generations to come.
https://www.youtube.com/live/CzyssnZbzD0
We were deep into a conversation with Andrew Howell, one of the foremost estate planning attorneys in the country, when he casually dropped a statement that made us pause: "I haven’...
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July 28, 2025 • 20 mins
The Power of a Love Letter
When Shannon sat down to write her love letters to her children, she didn’t expect just how meaningful the process would be.
What began as a simple act of putting words on paper quickly became one of the most profound steps in her family’s legacy journey. The letters reflected a lifetime of love, intention, and values that now had a permanent home.
https://www.youtube.com/live/VzJGf5fD2Jk
Fo...
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