The Money Advantage Podcast

Recent Episodes

18 Summers, with Jim Sheils

Posted February 20, 2023 • 00:53:23

You only have 18 summers with your kids. How will you make them count? Today, we’re talking with Jim Sheils of 18 Summers and author of The Family...

10 Benefits of Life Insurance: Why You Need It Now

Posted February 13, 2023 • 01:10:17

Despite the fact that many know they need life insurance, nearly half of consumers do not have insurance, according to a 2021 LIMRA study. The most...

Marshall Family Banking System: The Capitalization Phase

Posted February 6, 2023 • 01:10:40

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

Is Mass Mutual Shooting Down the Infinite Banking Concept?

Posted January 30, 2023 • 01:10:00

Mass Mutual, a top life insurance company and heavily relied upon insurance carrier in the Infinite Banking space, recently came out with a memo to...

What Is Bank-Owned Life Insurance (BOLI)? Understanding Institutional Wealth Strategies

Posted January 16, 2023 • 00:48:57

Why do top banks own billions of dollars of cash-value life insurance, if Dave Ramsey and Suze Orman say it's such a bad idea? Today, we're looking...