Rephonic
Artwork for The Money Advantage® Podcast

The Money Advantage® Podcast | Infinite Banking Concept & Family Banking

Bruce Wehner & Rachel Marshall | Family Banking Guides
Infinite Banking
Whole Life Insurance
Life Insurance
Infinite Banking Concept
Financial Planning
Generational Wealth
Personal Finance
Cash Flow Management
Cash Flow
Estate Planning
Nelson Nash
Investment Strategies
Financial Independence
Inflation
Investing
Nelson Nash Institute
Policy Design
Dividends
Entrepreneurship
Wealth Management

The Money Advantage® Podcast helps successful, legacy-minded families turn wealth into stewardship, unity, and multigenerational impact through the Infinite Banking Concept, Family Banking, legacy planning, and cash flow strategies designed to last for generations. Hosted by Rachel Marshall and Bruce Wehner, Authorized IBC Practitioners, each episode helps you take control of your money, protect w... more

PublishesWeeklyEpisodes300Founded9 years ago
Number of ListenersCategories
InvestingBusinessEntrepreneurship

Listen to this Podcast

Artwork for The Money Advantage® Podcast

Latest Episodes

A properly designed whole life policy can make a policy loan available surprisingly early. Rachel and Bruce explain how policy loans actually work, what you are really borrowing against, and why how soon you can borrow is the wrong question to design... more

When people ask whether whole life insurance or an annuity is better, I think there is a more useful place to begin. Instead of starting with the product, start with the job you need your money to do. Are you looking for income you cannot outlive, ac... more

Paying off your mortgage can feel like one of the clearest signs of financial freedom. I understand the appeal. For many families, that monthly payment represents pressure, obligation, and dependence on someone else. That is exactly why Velocity Bank... more

YouTube

You went looking for Infinite Banking, or maybe "be your own bank," and a max funded IUL came back as the answer: market-linked growth, tax-free access, no downside. On paper, it sounds like whole life, only better. youtu.be/UMTiXDmYNok A max... more

Key Facts

Contact Information
Podcast Host
Number of Listeners
Find out how many people listen to this podcast per episode and each month.

Similar Podcasts

People also subscribe to these shows.

Wealth Warehouse
Wealth WarehouseThe IBC Guys via Podcast Principles
Life Success & Legacy
Life Success & LegacyLife Success & Legacy

Recent Guests

Lucy Taylor
Founder of Aurum, student at University of Austin Texas, advocate for game-based financial literacy
Aurum
Episode: Financial Literacy for Gen Z: Why Game-Based Learning May Be the Better Way
John Perrings
Infinite Banking practitioner with institutional background
Independent practitioner
Episode: Infinite Banking Policy Design for Long-Term Results
Rob Brayton
Industry professional discussing life insurance
Perfect Spiral Capital
Episode: How to Choose the Right Life Insurance Agent for Your Financial Future
Michael Cole
Co-founder and managing partner of R360, advisor to ultra-high-net-worth families
R360
Episode: Michael Cole on Wealth, Legacy, and the True Impact of Money
Jesse Durham
Aspiring Infinite Banking practitioner and content creator
Durham Talents
Episode: Jesse Durham: How to Build a Lifestyle of Stewardship
Andrew Howell
Estate planning expert with experience in high net worth family legacy preservation
Episode: SLAT vs ILIT for High Net Worth Estate Planning: Which One Protects Your Legacy Best?
Shannon Love
She works with Rachel Marshall to implement a family legacy plan.
Episode: How One Family Mastered Legacy Planning for Families Without Sacrificing Unity or Values
Matt Ewald
Vice President of Life Insurance at Advisors Excel
Advisors Excel
Episode: How Whole Life and Guaranteed Universal Life Insurance Support Legacy, Wealth Transfer, and Tax Efficiency
John Moriarty
Founder and president of e3 ConsultantsGROUP. Experienced in privatized banking and financial strategies.
e3 ConsultantsGROUP
Episode: How to Start a Family Bank: Insights from John Moriarty

Hosts

Rachel Marshall
Co-host of The Money Advantage Podcast; IBC practitioner; specializes in family banking and wealth leadership.
Bruce Wehner
Co-host of The Money Advantage Podcast; IBC practitioner; focuses on whole life, policy design, and multigenerational wealth strategies.

Reviews

4.8 out of 5 stars from 87 ratings
  • Amazing source of information on IBC

    I’d highly recommend anyone with an IBC policy or thinking about getting one, to listen to this podcast.

    Apple Podcasts
    5
    Glenn Yaney
    United Statesa year ago
  • ❤️🤓

    You gotta love this stuff!

    Apple Podcasts
    5
    David Youuu
    United States3 years ago
  • Very insightful show

    I enjoyed your recent episode and how you opened up the idea of how everyone has their own perception and priorities when it comes to wealth and I absolutely love the question you posed to your listeners that led me to explore my thought process about my personal finance. Thank you for such an insightful episode!

    Apple Podcasts
    5
    Zia N.
    Philippines4 years ago
  • Super informative!

    This podcast is a great resource for all things finance and wealth building strategies! Bruce and Rachel are very knowledgeable and skilled hosts and provide valuable insights in each episode.

    Apple Podcasts
    5
    maddie@podcastingyou
    United States4 years ago
  • Great show!

    Bruce and Rachel, hosts of the podcast, highlight all aspects of finance, investments and more in this can’t miss podcast! The hosts and expert guests offer insightful advice and information that is helpful to anyone that listens!

    Apple Podcasts
    5
    malfoxley
    United States5 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Thoughtfully explains complex life-insurance concepts for long-horizon wealth.
Hosts bring practical, experience-backed insights for family banking and legacy planning.
Content prioritizes disciplined capital management over chasing high-illustration products.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#239
Canada/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

Before You Buy: The Questions Every Infinite Banking Practitioner Should Be Able to Answer
Q: Using convertible term, does the whole life policy transfer to start from year one, or do you start a new policy?
Starting a new policy is often the outcome of convertible term design, which can reset the liquidity process rather than continuing seamlessly from the older policy; this is less efficient than keeping the original structure and integrating future capital into a longer-term framework.
Financial Literacy for Gen Z: Why Game-Based Learning May Be the Better Way
Q: How does Aurum bridge the gap between in-game decisions and real-life financial behavior?
The platform uses real-life quests, parental verification, and a holistic dashboard to connect in-game actions with real-world finances, gradually increasing stakes and realism as users mature.
Financial Literacy for Gen Z: Why Game-Based Learning May Be the Better Way
Q: What inspired you to focus on gaming as a vehicle for financial literacy in Gen Z?
Lucy explains that money behaves like a game with rules and high stakes, and that games offer a safe, scalable way to teach decision-making, risk, and long-term planning, which traditional methods often fail to achieve.
Marshall Family Banking System Case Study: In-Force vs Original Illustration (Part 6)
Q: Why did you choose to use life insurance as a financial tool?
We were looking for safety, guarantees, and a way to count on something that we could access and use effectively.
Emergency Fund Alternatives: Liquidity That Protects Your Family—Without Sacrificing Growth
Q: Why do you think a lot of people misunderstand the purpose of an emergency fund?
People often equate emergency funds with rainy day funds, limiting their imagination to specific bad occurrences and failing to consider the potential of those funds for opportunities.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About The Money Advantage® Podcast

What is The Money Advantage® Podcast about and what kind of topics does it cover?

This show targets high-achieving, legacy-minded families and business owners who want to build a durable, multigenerational financial system. Episodes center on the Infinite Banking Concept, family banking, and cash-flow strategies using dividend-paying whole life insurance, with practical guidance on policy design, capital management, and estate planning. A recurring strength is connecting complex insurance concepts to tangible, living wealth strategies, including liquidity tools, trusts, and disciplined money management, all framed around long-term stewardship and family leadership. Listeners can expect thoughtful discussions, real-world examples, and calls to action to engage with advisory resources for multi-generational planning and we... more

Where can I find podcast stats for The Money Advantage® Podcast?

Rephonic provides a wide range of podcast stats for The Money Advantage® Podcast. We scanned the web and collated all of the information that we could find in our comprehensive podcast database. See how many people listen to The Money Advantage® Podcast and access YouTube viewership numbers, download stats, audience demographics, chart rankings, ratings, reviews and more.

How many listeners does The Money Advantage® Podcast get?

Rephonic provides a full set of podcast information for four million podcasts, including the number of listeners. View further listenership figures for The Money Advantage® Podcast, including podcast download numbers and subscriber numbers, so you can make better decisions about which podcasts to sponsor or be a guest on. You will need to upgrade your account to access this premium data.

What are the audience demographics for The Money Advantage® Podcast?

Rephonic provides comprehensive predictive audience data for The Money Advantage® Podcast, including gender skew, age, country, political leaning, income, professions, education level, and interests. You can access these listener demographics by upgrading your account.

How many subscribers and views does The Money Advantage® Podcast have?

To see how many followers or subscribers The Money Advantage® Podcast has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.

Which podcasts are similar to The Money Advantage® Podcast?

These podcasts share a similar audience with The Money Advantage® Podcast:

1. Banking With Life Podcast
2. Infinite Banking Initiative (IBI)
3. Wealth Warehouse
4. Infinite Banking Mastery
5. Life Success & Legacy

How many episodes of The Money Advantage® Podcast are there?

The Money Advantage® Podcast launched 9 years ago and published 300 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact The Money Advantage® Podcast?

Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.

Where can I see ratings and reviews for The Money Advantage® Podcast?

Rephonic pulls ratings and reviews for The Money Advantage® Podcast from multiple sources, including Spotify, Apple Podcasts, Castbox, and Podcast Addict.

View all the reviews in one place instead of visiting each platform individually and use this information to decide if a show is worth pitching or not.

How do I access podcast episode transcripts for The Money Advantage® Podcast?

Rephonic provides full transcripts for episodes of The Money Advantage® Podcast. Search within each transcript for your keywords, whether they be topics, brands or people, and figure out if it's worth pitching as a guest or sponsor. You can even set-up alerts to get notified when your keywords are mentioned.

What guests have appeared on The Money Advantage® Podcast?

Recent guests on The Money Advantage® Podcast include:

1. Lucy Taylor
2. John Perrings
3. Rob Brayton
4. Michael Cole
5. Jesse Durham
6. Andrew Howell
7. Shannon Love
8. Matt Ewald

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

Find and pitch the right podcasts

We help savvy brands, marketers and PR professionals to find the right podcasts for any topic or niche. Get the data and contacts you need to pitch podcasts at scale and turn listeners into customers.
Try it free for 7 days