The Money Advantage Podcast

What Is an Indexed Universal Life (IUL) Policy?

Financial Literacy for Gen Z: Why Game-Based Learning May Be the Better Way

Infinite Banking Policy Design for Long-Term Results

Roth Conversion Strategy: When It Makes Sense, What to Watch For, and How It Affects Your Heirs

What Is Reduced Paid-Up (RPU) Insurance?

How to Turn Savings Into Wealth: The System Most People Miss

Investing vs Owning Assets: The Unseen Wealth Gap Most Families Never See

Nelson Nash Think Tank 2026 Recap: What Serious Practitioners Want Families to Understand

Marshall Family Banking System Case Study: In-Force vs Original Illustration (Part 6)

Financial Strategy for Families in 2026 and Beyond: A Framework for Uncertain Markets

Preserving Generational Wealth With Josh Kanter of Leaf Planner: The Missing Piece Isn’t Paperwork

Will AI Replace Financial Advisors? Why Wisdom Still Wins in Real Life Money Decisions

How to Avoid Estate Tax Legally: The Planning Moves That Protect Your Family’s Legacy

Financial Planning Mistakes: The Most Risky Moves Aren’t What You Think

Cash Flow vs Accumulation: How to Build Multigenerational Wealth

How Much Do I Need to Retire? Rethinking the Number, the Risk, and the Cash Flow

How to Teach Kids About Money: Habits, Mindsets, and Conversations That Last a Lifetime

Emergency Fund Alternatives: Liquidity That Protects Your Family—Without Sacrificing Growth

Overcoming Financial Fear: Shift From Scarcity To Abundance With Traditional Planning

Taxes and Wealth Creation: The Truth Most Families Never Hear

Retirement Plan Reality Check: Build Income, Reduce Risk, and Stay in Control

Indexed Universal Life Lawsuit: Kyle Busch vs Pacific Life—and the Lessons Every Family Needs

Infinite Banking Mistakes: The Human Problems That Derail IBC

Increase Your Savings Without Reducing Your Lifestyle

Premium Financing Life Insurance: Could Be Right, Sometimes Smart

Hidden Money Traps: How to Recognize and Overcome the Sabotage Blocking Your Wealth

Infinite Banking vs Index Funds: Why You’re Asking the Wrong Question

How to Choose the Right Life Insurance Agent for Your Financial Future

Can You Use IUL for Infinite Banking

What Are the Risks of Infinite Banking? The Myths, Truths, and Real Concerns

Is Infinite Banking a Sales Tactic? The Truth About Taking Back Control of Your Money

Michael Cole on Wealth, Legacy, and the True Impact of Money

400 Episodes: Top Lessons About Wealth, Legacy, and Serving Families

Jesse Durham: How to Build a Lifestyle of Stewardship

How to Use Whole Life Insurance Tax Strategies to Fund Your Legacy

Short-Pay vs Long-Pay Life Insurance: How to Build a Powerful Infinite Banking System That Lasts Generations

SLAT vs ILIT for High Net Worth Estate Planning: Which One Protects Your Legacy Best?

How One Family Mastered Legacy Planning for Families Without Sacrificing Unity or Values

Questions a Good Financial Advisor Should Ask (But Most Don’t)

Spouse Financial Preparedness: Ensure Your Partner Can Flourish—Not Fumble

How Much Life Insurance Do I Need? Ask This Instead

Mutual Holding Companies: What Whole Life Policyholders Need to Know

The Truth About Single Premium Paid-Up Additions (SPUA): How to Design Infinite Banking Policies With Wisdom, Not Hype

How Whole Life and Guaranteed Universal Life Insurance Support Legacy, Wealth Transfer, and Tax Efficiency

Align Wealth With Values Through Faith-Based Legacy Planning

How to Design a Whole Life Policy for Infinite Banking: Avoid the Pitfalls, Build Long-Term Wealth, and Create a System That Lasts Generations

Should You Put All Your Income Into a Whole Life Policy? Here’s What You Need to Know

Can You Deduct Life Insurance Premiums? The Truth Every Business Owner Needs to Know

Infinite Banking Concept (IBC): The Golden Key that Unlocks Your Financial Life

How to Start a Family Bank: Insights from John Moriarty