The Money Advantage Podcast

Recent Episodes

The Pros and Cons of an ILIT: Is It the Right Move for Your Legacy?

Posted May 5, 2025 • 00:55:57

What do the St. Louis Rams and Prince have in common? Their stories illustrate the pros and cons of an ILIT—or, more accurately, what happens when...

Is Cash Value Life Insurance Enough for Retirement?

Posted April 28, 2025 • 00:58:18

Today, Bruce and I want to unpack a question we frequently encounter: Is cash value life insurance enough for retirement? It’s a compelling question,...

How Tariffs Impact Your Wallet (And Why It Matters More Than You Think)

Posted April 21, 2025 • 01:09:57

If you've ever tried leading a Zoom call while your screen goes black mid-sentence, you know the feeling of being out of control. That’s how many...

Is Infinite Banking Tax-Free? The Truth You Need to Know

Posted April 14, 2025 • 00:30:47

If you’ve been researching Infinite Banking, you’ve probably heard it described as "tax-free." That phrase is thrown around a lot, and while it...

Nelson Nash Institute Think Tank 2025 Recap

Posted April 7, 2025 • 00:53:36

Imagine sitting in a room full of financial professionals, entrepreneurs, and thought leaders, all gathered with a shared mission—to gain clarity,...