The Money Advantage Podcast
Personal Finance for the Entrepreneurially-Minded!
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Recent Episodes
What Is Reduced Paid-Up (RPU) Insurance?
What Is Reduced Paid-Up (RPU) Insurance? Somewhere buried in your whole life insurance policy, there's a provision called the reduced paid-up option....
How to Turn Savings Into Wealth: The System Most People Miss
The $15 Lunch That Quietly Steals the Future Bruce and I were talking recently about something that looks harmless on the surface—and yet it explains...
Investing vs Owning Assets: The Unseen Wealth Gap Most Families Never See
Investing” Is Not the Same as “Owning” A client said something to Bruce recently that stuck with me: “I despise the idea of a 401(k)… but...
Nelson Nash Think Tank 2026 Recap: What Serious Practitioners Want Families to Understand
The “Real Show” Reminder (and why that matters) We kicked off this episode the way we often do—by being real. A quick tech hiccup, a laugh, and...
Marshall Family Banking System Case Study: In-Force vs Original Illustration (Part 6)
The moment we realized “liquidity” isn’t a theory Thirteen years ago, Lucas and I thought we were being responsible by storing a lot of our capital...
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