The Money Advantage Podcast

Recent Episodes

How to Start a Family Bank: Insights from John Moriarty

Posted May 14, 2025 • 01:03:06

Interested in finding out how to start a family bank? Today, Bruce and I talk with our friend and colleague, John Moriarty, Founder and President of...

Tour Our Private Family Banking System

Posted May 13, 2025 • 00:59:17

Do you want to build a family banking system that will provide capital to you and future generations? Come see behind the scenes as we talk about our...

Estate Planning with Life Insurance: How to Protect Your Wealth and Prepare Your Family

Posted May 12, 2025 • 01:03:07

When we first started talking about estate planning with life insurance, it was because we saw a massive disconnect in how families were thinking about...

The 3 Components of Infinite Banking Policy Design: Base, PUAs, and Term

Posted May 11, 2025 • 01:01:02

Bruce Wehner discusses the primary components of infinite banking policy design: base premium, paid-up additions riders, and term riders. Following...

Leveraging Policy Loans in Infinite Banking: A Strategic Guide

Posted May 8, 2025 • 00:45:50

https://www.youtube.com/watch?v=V8y-QLv01jI Have you heard about Nelson Nash’s Infinite Banking strategy, and how to become Your Own Banker, and want...