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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
Legacy
Wealth Creation
Money Myths
Compound Interest
Financial Philosophy
Personal Growth
Financial Planning

Personal Finance for the Entrepreneurially-Minded!

PublishesWeeklyEpisodes300Founded8 years ago
Number of ListenersCategories
BusinessEntrepreneurshipInvesting

Listen to this Podcast

Artwork for The Money Advantage Podcast

Latest Episodes

Bruce said something on the show that stuck with me because it’s so honest: Everyone thinks they’re an aggressive investor… until they lose money. And it’s true. Most people don’t even realize the biggest financial planning mistakes they’re making un... more

A Hospital Room Reminder About What Really Matters When Bruce recorded this episode, I was in the hospital. He carried the podcast solo while I was headed into yet another surgery connected to pregnancy complications—a storyline some of you know has ... more

The Couple With $8.5 Million… and One Salad “Bruce, I’m afraid we’re going to run out of money.” He had over $8.5 million across different accounts. They were in their early 70s. On paper, they were far ahead of where most people ever get. ww... more

The Day a Cookie Business Changed How My Daughter Saw Money After watching a kid biz launch challenge our eight-year-old decided she wanted to start a cookie business. She figured out recipes, canvased the neighborhood, and delivered her first batch ... more

Key Facts

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

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Recent Guests

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
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

Hosts

Rachel Marshall
Co-host and financial strategist with a focus on personal finance, entrepreneurship, and wealth-building strategies.
Bruce Wehner
Co-host, financial expert, and strategist specializing in retirement planning and lifelong financial strategies.

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 States5 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 appreciate the deep dives into financial strategies that provide actionable insights.
The show offers a refreshing perspective on traditional personal finance, energizing listeners to challenge the status quo.
Guest experts featured on the show are frequently praised for their expertise and the value they add to discussions.
Many listeners report feeling empowered to take control of their financial planning after listening.
The hosts' engaging delivery makes complex financial topics accessible and understandable.

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Talking Points

Recent interactions between the hosts and their guests.

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.
Retirement Plan Reality Check: Build Income, Reduce Risk, and Stay in Control
Q: How can you ensure guaranteed income in the future?
Considering options like annuities and guaranteed insurance products.
Retirement Plan Reality Check: Build Income, Reduce Risk, and Stay in Control
Q: How can you mitigate taxes in retirement?
Exploring various strategies that could potentially lower tax burdens during retirement.
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.

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?

Focusing on personal finance strategies that cater to the entrepreneurially-minded, this podcast covers a wide array of topics related to wealth creation, financial independence, and innovative financial products like Infinite Banking. Their discussions often challenge traditional financial norms, dissect common pitfalls in retirement planning, insurance, and estate management, and emphasize the importance of proactive tax planning and strategic cash flow management. Engaging with experts from various financial sectors, the show brings unique insights that prioritize understanding over mere numerical comparisons, encouraging listeners to shift their mindset toward long-term financial empowerment.

Listeners can expect actionable advice desi... 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?

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. Wealth Warehouse
3. Infinite Banking Initiative (IBI)
4. The Infinite Wealth Podcast
5. Infinite Banking Mastery

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?

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.

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What guests have appeared on The Money Advantage Podcast?

Recent guests on The Money Advantage Podcast include:

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

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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