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Artwork for The Money Advantage Podcast

The Money Advantage Podcast

Bruce Wehner & Rachel Marshall
Infinite Banking
Whole Life Insurance
Nelson Nash
Infinite Banking Concept
Becoming Your Own Banker
Money
Dividends
Family Business
Life Insurance
Investment Strategies
Personal Finance
Interest
Succession Planning
Wealth Creation
Legacy
Money Myths
Compound Interest
Financial Philosophy
Personal Growth
Financial Planning

Personal Finance for the Entrepreneurially-Minded!

PublishesWeeklyEpisodes300Founded8 years ago
Number of ListenersCategories
BusinessInvestingEntrepreneurship

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Artwork for The Money Advantage Podcast

Latest Episodes

When most people first hear about Infinite Banking, one of the first questions that comes up is: “But what are the risks of Infinite Banking?” It’s a fair question. We live in a financial world where we’ve been conditioned to look for the fine print,... more

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“Is Infinite Banking a sales tactic?” It’s one of the first questions we hear—and it’s a valid one. When I first encountered Infinite Banking, I wasn’t looking for a new strategy. I was simply trying to find a better place to store cash. www.... more

A Story That Changes the Way You See Wealth When Bruce and I sat down with Michael Cole for The Money Advantage Podcast, the conversation didn’t just scratch the surface of wealth management—it went straight to the heart of what wealth really means. ... more

How a Campfire Call Sparked a Financial Movement It started with a campfire. Lucas and I were out camping when I made a phone call that would unknowingly change the course of our lives and the lives of thousands of families:“Bruce, want to start a po... more

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Recent Guests

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
Chaz Wolfe
Founder of Gathering the Kings and serial entrepreneur
Gathering the Kings
Episode: Building an Exceptional Life
Rich Checkan
President and COO of Asset Strategies International, expert in precious metals investment
Asset Strategies International
Episode: Gold as the Ultimate Wealth Insurance – How to Protect Your Financial Future
Amy Anderson
Co-founder of Anderson Technologies and Anderson Archival.
Anderson Technologies and Anderson Archival
Episode: Passing the Torch: Multi-Generational Business Succession Strategies

Hosts

Rachel Marshall
Host of a podcast focused on personal finance and wealth management, emphasizing strategies such as infinite banking and legacy planning.
Bruce Wehner
Co-host and expert in financial strategies, focusing on wealth management and innovative financial solutions for families and individuals.

Reviews

4.8 out of 5 stars from 86 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 States2 months ago
  • ❤️🤓

    You gotta love this stuff!

    Apple Podcasts
    5
    David Youuu
    United States2 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.
    Philippines3 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 States3 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.

Audience feedback mentions a strong emphasis on family legacy and personal values intertwined with financial strategies.
Reviewers frequently highlight the depth of knowledge both hosts possess in finance and wealth management topics.
Listeners praise the podcast for providing actionable financial advice that is easy to understand.

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Talking Points

Recent interactions between the hosts and their guests.

Michael Cole on Wealth, Legacy, and the True Impact of Money
Q: What are ultra wealthy investing in right now?
Michael highlights a trend towards alternative investments like private equity, real estate, and technology sectors like AI and cryptocurrencies among ultra-high-net-worth individuals.
Michael Cole on Wealth, Legacy, and the True Impact of Money
Q: What does it mean when you say it's not just about wealth, but the impact of wealth?
Michael reveals that the impact of wealth refers to utilizing financial resources to enhance lives and create meaningful contributions to society beyond mere profit.
Michael Cole on Wealth, Legacy, and the True Impact of Money
Q: Can you just give a little bit of your background?
Michael Cole shares his ascent from the late 90s president of Merrill Interest Trust Company to the co-founder of R360, detailing his roles in establishing family offices and his focus on wealth preservation and generational legacy.
Is Infinite Banking a Sales Tactic? The Truth About Taking Back Control of Your Money
Q: What is infinite banking really about?
Infinite banking is about who controls the capital and emphasizes the significance of reclaiming your financial control.
How to Start a Family Bank: Insights from John Moriarty
Q: What were the reasons why you started your first privatized banking policy?
I saw privatized banking as a powerful solution after the Great Recession to better handle my finances.

Audience Metrics

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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?

Focusing on personal finance with an entrepreneurial lens, the content revolves around strategies for financial stability and wealth building through concepts like infinite banking, estate planning, and investment management. Notable discussions emphasize the emotional aspects of wealth preservation and the broader implications of financial decisions on family legacies. Hosts regularly invite industry experts to share insights, offering listeners actionable advice that scales from individual financial health to generational wealth strategies. This unique blend of practical advice and philosophical viewpoints on money management distinguishes it from traditional finance shows, making it particularly relevant for those looking to align their ... more

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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?

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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. Wealth Warehouse
3. The Lifestyle Investor - Investing, Passive Income, Wealth
4. The WealthAbility Show with Tom Wheelwright, CPA
5. Wealth Formula by Buck Joffrey

How many episodes of The Money Advantage Podcast are there?

The Money Advantage Podcast launched 8 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?

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What guests have appeared on The Money Advantage Podcast?

Recent guests on The Money Advantage Podcast include:

1. Michael Cole
2. Jesse Durham
3. Andrew Howell
4. Shannon Love
5. Matt Ewald
6. John Moriarty
7. Chaz Wolfe
8. Rich Checkan

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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