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The Money Advantage Podcast

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

Personal Finance for the Entrepreneurially-Minded!

PublishesWeeklyEpisodes300Founded9 years ago
Number of ListenersCategories
InvestingEntrepreneurshipBusiness

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Artwork for The Money Advantage Podcast

Latest Episodes

SEC Chairman Paul Atkins and his wife reportedly own 54 life insurance policies. Yes, fifty-four! Most people see that headline and think it's extreme. Maybe even a little absurd. Why would anyone hold that many policies? Who does that? But there’s a... more

IUL gets pitched to young professionals, families, business owners, retirees, and pretty much everyone in between. The message is always consistent: this product can solve your financial problems, provide market upside with downside protection, and g... more

There's a belief in the financial world that complexity equals sophistication. The more moving parts a strategy has, the smarter it must be. The harder it is to understand, the more impressive the advisor must be. And if you can't quite follow what's... more

You set up your 401(k) contributions years ago. They go out of your paycheck automatically, before you even see the money. You've been doing this for years. And you've been telling yourself you're saving for retirement. You're not saving. You're inve... more

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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; focuses on explanations, examples, and practical guidance.
Bruce Wehner
Host discussing life insurance and asset strategies; leads with infinite banking concepts.

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 States10 months 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 States4 years ago

Listeners Say

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

Listeners value practical, actionable wealth-building guidance.
Hosts balance finance theory with real-world examples and guest insights.
Quality guests and clear explanations are repeatedly praised for enabling smarter financial decisions.
Content is seen as approachable yet deeply informative for entrepreneurs and serious savers.

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Talking Points

Recent interactions between the hosts and their guests.

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.
Retirement Plan Reality Check: Build Income, Reduce Risk, and Stay in Control
Q: What is your plan for dealing with sequence of return risk?
Advisors should provide strategies for managing market volatility to protect retirement assets.

Audience Metrics

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

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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 centers on practical personal finance for entrepreneurs and high-savers, with a strong emphasis on ownership, cash flow, and strategy over quick wins. Topics repeatedly surface around infinite banking, whole life and index strategies, retirement planning, tax and estate implications, and using disciplined saving to fund wealth-building. Listeners likely value actionable frameworks, long-term planning, and a contrarian perspective on traditional investing, aiming to take control of capital and legacy planning. A notable strength is the clear, behavior-centered guidance and emphasis on policy design, accountability, and education to empower better financial decisions.

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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?

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What are the audience demographics for The Money Advantage Podcast?

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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. Get Rich Education
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?

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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?

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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.

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