The Money Advantage Podcast
Personal Finance for the Entrepreneurially-Minded!
Episodes
February 2, 2026 • 58 mins
The Questions No One Can Answer After Dad Dies
A man spends his life building a sophisticated estate plan—brilliant strategies, impeccable legal work, a network of trusted advisors, and layers upon layers of entities. His son is a lawyer. He even gets 18 months to prepare before his father passes.
https://www.youtube.com/live/hCA_R52ZyrQ
And yet, within days of his death, people start asking questions he can’t answer.
...
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January 26, 2026 • 34 mins
The Moment “Confident” Sounds Like “Certain”
A few weeks ago, we found ourselves talking about how quickly AI is moving. It’s not just that it can answer questions fast—it’s that it can sound certain while doing it.
https://www.youtube.com/live/mWd2QqPzFWA
And when you’re staring at a big money decision—debt, investing, taxes, retirement—certainty feels like relief. It feels like clarity.
But after thousands of conver...
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January 19, 2026 • 38 mins
The “Billion-Dollar Asset” That Still Had to Be Sold
A story Bruce shares in our retirement class teaching always stops people in their tracks.
A family inherited an NFL team worth just under a billion dollars. The asset was valuable. The legacy was real. But the planning wasn’t there. When estate taxes came due, the heirs didn’t have the liquidity to pay the bill. And because the wealth was tied up in an illiquid asset, they...
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January 12, 2026 • 51 mins
Bruce said something on the show that stuck with me because it’s so honest:
Everyone thinks they’re an aggressive investor… until they lose money.
And it’s true. Most people don’t even realize the biggest financial planning mistakes they’re making until the moment something “unexpected” happens: a market drop, a job change, a medical curveball, an opportunity they can’t jump on because their money is locked away.
https://...
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January 5, 2026 • 26 mins
A Hospital Room Reminder About What Really Matters
When Bruce recorded this episode, I was in the hospital.
He carried the podcast solo while I was headed into yet another surgery connected to pregnancy complications—a storyline some of you know has been part of our family’s journey for years.
https://www.youtube.com/live/Fbq412_k_mU
That day was a harsh reminder: life is fragile, the future is never guaranteed, and y...
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December 29, 2025 • 42 mins
The Couple With $8.5 Million… and One Salad
“Bruce, I’m afraid we’re going to run out of money.”
He had over $8.5 million across different accounts. They were in their early 70s. On paper, they were far ahead of where most people ever get.
https://www.youtube.com/live/L4phmdaJydw
But his fear was so real that when they went out to dinner, his wife shared a salad instead of ordering her own—because he was afraid they “...
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December 22, 2025 • 55 mins
The Day a Cookie Business Changed How My Daughter Saw Money
After watching a kid biz launch challenge our eight-year-old decided she wanted to start a cookie business.
She figured out recipes, canvased the neighborhood, and delivered her first batch of cookie dough. By the end of the day, she had a stack of cash in her hand and stars in her eyes.
https://www.youtube.com/live/yzjkVUl38HM
Then we sat down at the table.
...
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December 15, 2025 • 49 mins
The Day the “Emergency Fund” Met Real Life
Rachel here. Many tell us the same story: “I saved the emergency fund, but I’m worried I’m losing ground to inflation and missed opportunities.”
https://www.youtube.com/live/T7O8abZDKw8
Because for most people, the “emergency fund” is a lonely pile of cash—stuck in a corner doing next to nothing. It feels safe, until inflation and opportunity cost quietly erode it. Today Bruce a...
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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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