The Money Advantage Podcast
Personal Finance for the Entrepreneurially-Minded!
Episodes
September 18, 2023 • 61 mins
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 whole life insurance policy for the Infinite Banking Concept.
https://www.youtube.com/watch?v=S54uejv8g-Q
When my father took out a whole life insurance policy on me as a n...
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September 11, 2023 • 66 mins
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 and how annuities can benefit your financial life!
https://www.youtube.com/watch?v=YtZbQx8qVXc
If you're interested in guaranteed lifetime income, then this video is for yo...
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September 4, 2023 • 61 mins
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 the unsung heroes of guaranteed retirement income flow, or are they just another intricate financial product that's more trouble than it's worth?
https://www.youtube.com/watch?v...
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August 27, 2023 • 55 mins
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.
https://www.youtube.com/watch?v=58Ol_6iTLbc
Many people have money paying for expenses that could instead build capital reserves, a warehouse of wealth, solvency and stabili...
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August 21, 2023 • 60 mins
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, the power of habit, and what financial habits you need to implement if you want to gain the full advantage of the Infinite Banking Concept.
https://www.youtube.com/watch?v=8DLu...
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August 14, 2023 • 48 mins
Dividends are a crucial part of why whole life insurance is such an ideal asset for conducting an Infinite Banking Concept (IBC) strategy. But because dividends are not guaranteed is the life insurance contract, it raises the question: can we rely on life insurance dividends in a bad economy? Join us as we explore the inner workings of life insurance dividends, how it relates to the current economy, and why we don't think you have ...
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August 7, 2023 • 39 mins
Are you ready to transform your financial growth mindset? In today's enlightening episode, we dive deep into Nelson Nash's book, Becoming Your Own Banker, and explore the concept of the arrival syndrome - a dangerous belief that we've reached the pinnacle of knowledge and understanding. We'll discuss the fixed mindset versus the growth mindset, and how these mindsets play a crucial role in the world of Infinite Banking.
https:/...
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July 31, 2023 • 63 mins
You've decided that you want an Infinite Banking (IBC) policy. You've done the research, and you want a better place to store cash that has the benefits of safety, liquidity, and growth on cash storage.
https://www.youtube.com/watch?v=1qJ8xIj5W4A
What's next? What should you expect as you go through the purchase process?
In this episode, we take a deep dive into the Infinite Banking Concept (IBC) and explore the intric...
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July 24, 2023 • 57 mins
Do you want to be in control, have excellent opportunities, and automatically gain the upper hand in negotiations? In part 9 of the "Becoming Your Own Banker" series, we discuss the path to financial freedom and control with this truism we call The Golden Rule: "Those who have the Gold make the rules."
https://www.youtube.com/watch?v=TTvP69_9wVI
In today's episode, we'll discuss the benefits of capitalism, the lost art of ...
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July 17, 2023 • 36 mins
In this episode of the Money Advantage podcast, we explore how to avoid the pitfalls of leaving an inheritance and ensure you leave a positive impact on future generations through intentional wealth management and legacy planning.
https://www.youtube.com/watch?v=ZXFUVVoT_6s
Inheritance, a transfer of wealth from one generation to another, can be a double-edged sword. On one hand, it can provide financial security and opport...
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July 10, 2023 • 51 mins
In part 8 of the "Becoming Your Own Banker" series, we dive deep into how to save taxes by implementing the Infinite Banking Concept in your financial life.
https://www.youtube.com/watch?v=SNusw15mzyM
During our discussion, we dig into the concepts of legal plunder, taxation, and the triple tax advantage of whole life insurance. We also share an enlightening live Q&A session on financial concerns, emphasizing the importance...
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July 3, 2023 • 67 mins
Are you shopping for an Infinite Banking policy, but want to first make sure you have the correct policy design with the right life insurance company and a team you can trust? In this episode, we dive deep into the Infinite Banking concept and discuss the importance of choosing the right mutual insurance company and working with a like-minded advisor or agent team.
https://www.youtube.com/watch?v=aUwFuc7NCec
Join us as we ...
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June 26, 2023 • 45 mins
Even if you make lots of money, there's a central flaw in human nature that prevents most people from handling, managing, and keeping it. If you conquer that, there are forces against you. In part 7 of the "Becoming Your Own Banker" series, we'll deep dive into the inner conflict of Parkinson's Law, and the outer battle of taxation ... and show you how to conquer both.
https://www.youtube.com/watch?v=v1HtuqTI-vA
Join us as...
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June 19, 2023 • 55 mins
What do the 25,000 self-made $100M families in the US have in common? Discover the secrets to skyrocketing your career and achieving wealth and happiness with our special guest Emmy Sobieski, a CFA, Amazon #1 bestselling author of $100M Careers, and an expert in investing and entrepreneurship.
https://www.youtube.com/live/5nmGpa0LKk8
Emmy's journey from humble beginnings recycling aluminum cans to running the top fund in t...
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June 12, 2023 • 59 mins
In this episode, we dive deep into Nelson Nash's book Becoming Your Own Banker, and the power of whole life insurance dividends. Many people are unaware of how they contribute to the growth of cash value and overall efficiency. We also explore the importance of thinking long-term when it comes to Infinite Banking and building a legacy through whole life insurance policies. By understanding the mechanics of whole life insurance divi...
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June 5, 2023 • 42 mins
If inflation is on your mind, you’re not alone. With three years of high inflation figures and your pocketbook saying it’s even higher every time you buy groceries, how will your money keep up? Can Infinite Banking overcome inflation and provide a long-term solution?
https://www.youtube.com/watch?v=-6wZtPKGOHI
Today, we discuss a listener question about how Infinite Banking can be used to combat inflation. We also discuss t...
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May 29, 2023 • 60 mins
https://www.youtube.com/watch?v=OWptb6M-_RM
In this fifth installment of the "Becoming Your Own Banker" series, uncover the hidden cost of capital that can make or break your financial future. Find out the benefits of having control over your debt. Get insider information on the cost of capital and become your own banker.
The Cost of Capital: You’re Always Paying InterestInfinite Banking is Like a BusinessBuild a Sustain...
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May 22, 2023 • 46 mins
Simon Severino, a strategy advisor for F500 Boards from NY to Beijing, helps companies scale by discovering how to run their company more efficiently. From digital agencies to service and SaaS businesses, Simon's work results in sales that soar. He is the CEO and Founder of consulting agency Strategy Sprints, and Creator of the Strategy Sprints® Method that doubles revenue in 90 days by getting owners out of the weeds. His insights...
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May 15, 2023 • 65 mins
If you're going to "Become Your Own Banker" and use the Infinite Banking Concept, you need to understand the laws of IBC. In other words, you need to know how to capitalize a bank and how to manage a sustainable bank.
https://www.youtube.com/watch?v=FWgW2T8_WD8
Nelson Nash uncovers the fundamental laws of IBC that must be upheld for any bank, including your own banking system, to last. Join us as we continue the conversati...
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May 8, 2023 • 63 mins
Every year, IBC practitioners and advisors convene at the Nelson Nash Think Tank. Here, some of the best advisors in the Infinite Banking space remember the core truths of Infinite Banking, improve their understanding and ability to serve you, and "sharpen iron."
https://www.youtube.com/watch?v=-lRc64JVi0E
Bruce attended the 2023 event earlier this year, and today, we'll share the highlights with you.
So if you wished...
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