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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
InvestingBusinessEntrepreneurship

Listen to this Podcast

Artwork for The Money Advantage Podcast

Latest Episodes

If You’re Chasing Early Cash Value, Read This First Bruce and I were recording across three time zones, and that detail matters more than you might think because it mirrors what most families are trying to do with their money - coordinate a life that... more

“I’m Not Paying for Oil—I’m Protecting the Engine” There’s a moment in our house where Lucas will look at me—calm as can be—and say, “Rachel… I’m not paying for oil. I’m protecting the engine.” And every time he says it, it reminds me of how people t... more

What Is Reduced Paid-Up (RPU) Insurance? Somewhere buried in your whole life insurance policy, there's a provision called the reduced paid-up option. Most people never think about it until they need to. And by then, they're usually Googling it in a m... more

The $15 Lunch That Quietly Steals the Future Bruce and I were talking recently about something that looks harmless on the surface—and yet it explains why so many people feel stuck. Bruce went to lunch and noticed groups of high school kids spending $... more

Key Facts

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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
Jesse Durham
Insurance professional focusing on Infinite Banking
Durham Talents
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
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 focused on family wealth, education, and practical financial strategies; frequent speaker on Infinite Banking and holistic financial planning.
Bruce Wehner
Co-host renowned for counseling on cash-flow focused wealth strategies, generational planning, and practical tools like whole life insurance.

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 States8 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.

The hosts provide actionable insights and a clear framework for building wealth with a practical, family-centric approach.
Guests are knowledgeable and relevant, often delivering tangible takeaways for investors and business owners.
The dialogue balances mindset with technical planning, making complex concepts accessible without oversimplifying.

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Talking Points

Recent interactions between the hosts and their guests.

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.
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.

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 centers on personal finance engineered for entrepreneurial-minded listeners, with a strong emphasis on generational wealth, cash flow optimization, and practical uses of life insurance as a financial tool. Across recent episodes, the hosts explore advanced topics like Infinite Banking, retirement cash flow, estate planning, and tax-efficient strategies, while weighing technology's role—such as AI—and contemporary market shifts against the value of human financial intuition. Guests and hosts tend to dissect complex planning moves, emphasize long-term stewardship, and offer actionable frameworks for families and business owners seeking durable wealth with a focus on liquidity, risk management, and disciplined decision-making. Notabl... more

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How many listeners does The Money Advantage Podcast get?

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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. Infinite Banking Initiative (IBI)
4. Life Success & Legacy
5. The Infinite Wealth Podcast

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.

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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. Jesse Durham
3. Michael Cole
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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