All Episodes
The Money Advantage Podcast — 319 episodes
Max Funded IUL: The Real Numbers Behind the Sales Pitch
Inheritance Planning 101: How to Protect Your Family’s Wealth
How to Choose the Best Whole Life Insurance Company for Infinite Banking
5 Inheritance Planning Mistakes and How to Avoid Them
What Is a Straight Life Policy? The Simple Answer to a Confusing Term
Whole Life Insurance Dividend Rates Explained: What the Number Means – and What It Doesn’t
The Rockefeller Strategy: How Millionaires Use Life Insurance to Build and Keep Wealth
IUL vs. Whole Life Insurance: Who Carries the Risk?
The Best Cash-Flowing Assets and How to Build a Portfolio That Pays You
Before You Buy: The Questions Every Infinite Banking Practitioner Should Be Able to Answer
Fear Is the Most Expensive Financial Advisor You’ll Ever Have
What 54 Life Insurance Policies Reveal About Family Banking
Indexed Universal Life Insurance Is Not for Everyone: Who Should Not Buy an IUL
When Financial Complexity Hurts More Than Helps
Save Automatically & Invest Intentionally: The Order That Changes Everything
Whole Life Dividends Explained: What They Are – and What They Are Not
Boost Investment Returns with Infinite Banking
Using IUL for Retirement: Smart Strategy or Costly Mistake?
What Is Limited Pay Life Insurance?
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
Tour Our Marshall Family Private Family Banking System, Pt. 2
Estate Planning with Life Insurance: How to Protect Your Wealth and Prepare Your Family
The 3 Components of Infinite Banking Policy Design: Base, PUAs, and Term
Leveraging Policy Loans in Infinite Banking: A Strategic Guide
The Pros and Cons of an ILIT: Is It the Right Move for Your Legacy?
Is Cash Value Life Insurance Enough for Retirement?
How Tariffs Impact Your Wallet (And Why It Matters More Than You Think)
Is Infinite Banking Tax-Free? The Truth You Need to Know
Nelson Nash Institute Think Tank 2025 Recap
Building an Exceptional Life
Take Control of the Banking Function: How to Build Wealth on Your Terms
Gold as the Ultimate Wealth Insurance – How to Protect Your Financial Future
Turn Financing Costs into a Financial Tailwind
Where Is the Bank? Understanding the Banking Function in Infinite Banking
Is Infinite Banking Only for the Wealthy? Think Again.
Life Insurance Beneficiaries: Protecting Your Legacy and Empowering Future Generations
Whole Life Term Riders: Level vs. Blended Term Riders
The Power of Storytelling with Caleb Breakey: Leaving a Legacy of Values
The History of Whole Life Insurance: What It Teaches Us About Financial Security
Access to Cash: Redefining Control in Your Financial Journey
Marshall Family Banking System, Pt. 5 Dec 2025
How Whole Life Insurance and Austrian Economics Go Hand-in-Hand
The Power of Family Meetings: Building a Multigenerational Legacy of Wealth and Unity
Infinite Banking During Economic Uncertainty: A Reliable Strategy
Passing the Torch: Multi-Generational Business Succession Strategies
Where Life Insurance Companies Invest Their Money
IBC Q&A: Lump sum, paid-up policies, loan interest, term riders, & the economy
Mastering Infinite Banking: Who Thrives and Why It’s Not Just About Money
Preserving Your Family History – Mark Anderson & Hadley Grow
Cash is King and Cash Flow is Queen
The Truth About Investing Diversification: Why It’s More Than Just Spreading Risk
Protecting Your Intellectual Property: Why Every Entrepreneur Must Safeguard Their Ideas
The Problem with Financial Planning
Famous at Home with Josh Straub
Top Generational Wealth Building Strategies – Lessons from Legendary Families
Family Banking Formula® & Whole Life Insurance
Short-Term Rentals, with Marilynn Taylor
Beaver Bankers: Build Financial Dams for Future Generations
Key 16 Habits of Rich People
Worst Infinite Banking Mistakes to Avoid – Learn Before You Leap
Leaving an Inheritance to My Great-Grandchildren
Whole Life Insurance Tax Benefits – How They Work and Why They Matter
Family Business Dynamics, with Savannah Suttle
Whole Life Insurance Loans Explained
Real Estate Investing in Today’s Economy, with Anna Kelley
Fractional Reserve Banking Creates Inflation: Infinite Banking is the Solution
Buy Term and Invest the Difference: Does It Really Work?
Leave a Legacy: The Two Essentials for Lasting Impact
Infinite Banking Concept: Maximizing Financial Windfalls
Why Dividend Rates Don’t Matter
Family Business Longevity, with Rob Ferguson
Becoming Your Own Banker, Part 33: Recap
Stop the Hustle and Grind, with Christine Jewell
Becoming Your Own Banker, Part 32: How to Invest
Becoming Your Own Banker, Part 31: Compound Interest Revealed
Why is Enough Never Enough, with Rabbi Daniel Lapin
Infinite Banking Process Explained
Becoming Your Own Banker, Part 29: Words Matter
Becoming Your Own Banker, Part 28: Infinite Banking Definitions
Nelson Nash’s Legacy: Think Tank 2024 Recap
Becoming Your Own Banker, Part 27: 7 Money Myths that are Costing You, Continued
The Power of Trusts for Generational Wealth with Joel Nagel
Becoming Your Own Banker, Part 26: Top 7 Money Myths, Lies That Are Costing You Money
Estate Planning 101: Protecting Your Loved Ones
Becoming Your Own Banker, Part 25: Uninsurability Hacks
How to Protect Your Lifestyle with Insurance – Meaghan Dowd
Becoming Your Own Banker, Part 24: Real College Advice
Discover Wealth Across Borders -Michael Cobb
Becoming Your Own Banker, Part 23: Practical Wisdom for Perpetual Wealth
Becoming Your Own Banker, Part 22: Get a Higher Rate of Return
Surviving the Storm: Navigating War in Israel with Rabbi Lapin
Becoming Your Own Banker, Part 21: Cost of Acquisition
Marshall Family Banking System, Pt. 4
Family Summit End-of-Year Strategies: Planning for Multigenerational Success
Becoming Your Own Banker, Part 20: How to Live on Purpose
Becoming Your Own Banker, Part 19: The Retirement Trap
Becoming Your Own Banker, Part 18: 3 Things You Need to Get Started with Infinite Banking
Becoming Your Own Banker, Part 17: IBC Capitalization with Equipment Financing
Seven Generations Legacy Book Launch
Successful Parenting for Prosperous Families, with Dr. Lee Hausner
Becoming Your Own Banker, Part 16: Controlling the Banking Function
Becoming Your Own Banker, Part 15: How to Pay More Infinite Banking Premiums
Embracing the Infinite Banking Concept, with Becca Wilhite
Becoming Your Own Banker, Part 14: Financing with Infinite Banking
Why Leaving an Inheritance Is More Than Just Money
How Overfunding Life Insurance Boosts Your Wealth-Building Strategy
New Agent Licensing and IMOs
Becoming Your Own Banker, Part 12: Cost of Life Insurance
Interest Rates and Whole Life Insurance
Using IBC for Business, with Marcus Toal
What Is a Lifetime Annuity and How Does It Work?
Annuity Strategies: The Truth About Generating Cash Flow with Annuities
Finding Money in Your Business to Fund IBC
Becoming Your Own Banker, Part 11: Use It or Lose It
Will You Still Earn Life Insurance Dividends in a Bad Economy?
Becoming Your Own Banker, Part 10: Arrival Syndrome
Infinite Banking Concept Policies: IBC Underwriting, Loans, and Future Death Benefits
Becoming Your Own Banker, Part 9: The Golden Rule
Avoid Pitfalls of Leaving an Inheritance, with Lee Hausner
Becoming Your Own Banker, Part 8: How to Save Taxes with Infinite Banking
How to Buy the Best Infinite Banking Policy
Becoming Your Own Banker, Part 7: How to Beat Parkinson’s Law and the Greatest Thief
$100M Careers: The 5 Fastest Paths to Wealth Beyond Your Wildest Dreams, with Emmy Sobieski
Becoming Your Own Banker, Part 6: The Power of Whole Life Insurance Dividends
Can Infinite Banking Overcome Inflation?
Becoming Your Own Banker, Part 5: The Cost of Capital
Simplify and Scale Your Business with Strategy Sprints®, with Simon Severino
Becoming Your Own Banker, Part 4: Laws of IBC
2023 Nelson Nash Think Tank Recap: Infinite Banking
Becoming Your Own Banker, Part 3: Your Need for Financing
Is There a Banking Crisis? Silicon Valley Bank 2023
Becoming Your Own Banker, Part 2: Don’t Steal the Peas
Non-Food Franchising, with Jon Ostenson
Becoming Your Own Banker, Part 1
How to Pay Less Tax
Interest Rates: What Does It Mean for Infinite Banking?
Money is Spiritual, with Rabbi Daniel Lapin
Inflation, Pensions, and Infinite Banking Q&A
18 Summers, with Jim Sheils
10 Benefits of Life Insurance: Why You Need It Now
Marshall Family Banking System, Pt. 3: The Capitalization Phase
Is Mass Mutual Shooting Down the Infinite Banking Concept?
Seven Deadly Economic Sins, with James Otteson
What Is Bank-Owned Life Insurance (BOLI)? Understanding Institutional Wealth Strategies
The 5 Rules of IBC, with David Stearns
Tax-Free Retirement is a Bad Idea
Whole Life Insurance Case Study (19 Years), with Tom Suvansri
How Do I Know If I’m Ready for Infinite Banking?
8 Keys to Success, with Ruchi Koval
What is Infinite Banking? Part 10: What Makes Infinite Banking Infinite?
The Multigenerational Family Business, with Dr. Dennis Jaffe
What is the Infinite Banking Concept? Part 9: What Infinite Banking is NOT
The Bible and Money, with Rabbi Daniel Lapin
What is the Infinite Banking Concept? Part 8: What Can I DO With Infinite Banking?
Using Reverse Mortgages in a Responsible Retirement Income Plan, with Dr. Wade Pfau
Infinite Banking, Part 7: What is a Life Insurance Policy Loan?
Infinite Banking in Canada
Secrets to a Strong Family Culture, with Jeremy Pryor
Reverse Mortgage Explained, with Mike Stanley
Infinite Banking Options to Access Your Cash Value
3 Benefits of Whole Life Insurance in Your Retirement Plan, with Dr. Wade Pfau
What is Infinite Banking? Part 5: What is the Dividend?
How to Invest Like a Billionaire, with Richard Wilson
What is the Life Insurance Death Benefit?
Financial Prosperity, with Rabbi Daniel Lapin
What is Infinite Banking? Part 3
What is the Infinite Banking Concept? Part 2
Building a Multigenerational Family Team, with Jeremy Pryor
What is Infinite Banking, Part 1
Investing in Self-Storage, with Paul Moore
Personal Finance for Beginners
Hire Better People, Faster, with Ryan Englin
2022 Nelson Nash Think Tank Reviewed
Writing Your Legacy Letter, with Blake Brewer
How to Protect Your Money Against Inflation
Laundromat Millionaire, Dave Menz
Why I Use Infinite Banking, with Wesley Smith
Crush Your 2022 Goals with Less Doing, with Ari Meisel
Infinite Banking Objections, Answered
Successful Families, Inheritance, and Family Giving with Rabbi Daniel Lapin
Rich vs. Wealthy – Why Mindset Matters!
Accelerate My Revenue: High Ticket Sales and Virtual Events, with Eileen Wilder
The Marshall Family Bank, Pt. 1: Why We Started a New Life Insurance Policy
7-Figure Business Owner and the Legacy Blueprint, with Joe Evangelisti
TMA on the Banking with Life Podcast
How to Make Money Online, with Brian Dixon
Financing with Infinite Banking
How to Raise Great Kids and Create Generational Family Wealth, with Keith Whitaker
The Love of Money: Is it the Root of All Evil?
What Is a Modified Endowment Contract?
Work from Home and Make Millions, with Martha Krejci
Church Financing Alternatives
Private Lending for Real Estate, with Gary Boomershine
The Ugly Truth About 10/90 Infinite Banking Policies – James Neathery
Amazon, E-Commerce, and Billionaires, with Shaahin Cheyene
Answers to Your Money Questions, Part 3
Groundhog Day is an Event, Not a Business Strategy; with Adam Hommey
7702 Whole Life Insurance Dividends Update (2021) Part 2
7702 Whole Life Insurance Updates
How to Be a More Disciplined Person: Lessons from Craig Ballantyne
Whole Life Insurance Dividends and Interest Rates
Delusional Altruism, with Kris Putnam-Walkerly
The Number 1 Secret to Succeeding
The 4-Week Vacation, with Dr. Sabrina Starling
Answers to Your Money Questions, Part 2
Business Secrets from the Bible, with Rabbi Daniel Lapin
Answers to Your Money Questions, Part 1
Get Different, with Mike Michalowicz
Paid-Up Additions: The IBC Secret Sauce
Multifamily Real Estate Investing, with Kent Ritter
Managing Multiple IBC Policies in Your Infinite Banking System
The Holistic You, with Rabbi Daniel Lapin
IBC 201: Life Insurance for Children and Grandchildren
Scale Your Real Estate Investing Business, with Gary Boomershine
IBC 201: How to Maximize Your IBC Policy
Breakthrough to Success the Easy Way, with Mike Kitko
How Infinite Banking Loan Interest Works
Increase Income Through Alternative Investments, with Denis Shapiro
5 Reasons Your Financial Plan is Failing
Bob Wheeler, the Money Nerve
Creating a Balanced Wealth Portfolio
Pumpkin Plan Your Business, with Mike Michalowicz
Jim Harbaugh’s $4 Million Life Insurance Strategy Explained
How to Get Business Credit, with Ty Crandall
Life Insurance Demutualization: What it is and What it Means for You
What to Do About Inflation
Using Infinite Banking in Your Business
Top Questions About Infinite Banking, Part 2
Grow Your Business by Design, with Cesar Quintero
Top Questions About Infinite Banking, Part 1
The Morning Routine to Take Bold Action I Learned from Dan Sullivan
Profit First for Dentists, with Barbara Stackhouse
Is Infinite Banking a SCAM? Dave Ramsey Says So.
Thou Shall Prosper with Rabbi Daniel Lapin
Is Infinite Banking Dead? 7702 Plan and Law Changes
Attracting Influencers and High Net Worth Clients, with Steve Sims
Best Places to Save Money: Secure and Grow Your Savings
The Go Giver Influencer, with Bob Burg
The Secure Act: Important Changes to Your IRA that You Need to Know
Investing in Raw Land, with Mark Podolsky, the Land Geek
Maximizing Your Financial Potential, with Scott McCright
The Case for IBC, with Dr. Robert P. Murphy
Behind the Scenes with Bruce and Rachel
Shoes, Speed, and Success, with Steven Sashen, Founder of Xero Shoes
Is Life Insurance Protected from Creditors? Creditor Protection of Life Insurance
Keys to Asset Protection, with Douglass Lodmell
Direct vs. Non-Direct Recognition in Life Insurance: What You Need to Know
Too Old For Infinite Banking with Whole Life Insurance?
Solving Healthcare Costs, with Dave Chase
Whole Life Insurance Dividends: What They Are and How They Work
Deferred Sales Trust: Defer Capital Gains Taxes With More Flexibility Than a 1031 Exchange
When Should You Use a 1035 Exchange with Life Insurance?
Family Banking Strategy with Whole Life: An 11-Year Case Study, with John Moriarty
Wealth Transfer Risks that Can Cost You Big, with Ron Phillips
How Safe are Life Insurance Companies?
Custom-Designed Estate Planning, with Stephen Haynes
Estate Planning Strategies with Andrew Weinhaus
Building Family Wealth, with Jon and Missy Butcher
Life Insurance Agent Commission and Whole Life Policy Design, with Rodney Mogen
Complete Family Wealth, with Keith Whitaker
Sequence of Returns Risk: How to Get the Most Investment Income Without Running Out of Money
Family Values: The Starting Point of a Legacy, with Richard Wilson
Estate Plans that Transcend Generations with Andrew Howell
Maximizing Retirement Income with Whole Life Insurance – Dr. Wade Pfau
The Conversation Between Generations
Expat Living and Offshore Investing, with Mikkel Thorup
10/90 Premium Split & Blended Term PUA Rider Risks, with Rodney Mogen
Everything You Need to Know About Self-Directed IRAs, with Edwin Kelly
Buy The Avocado Toast, with Stephanie Bousley
Saving Time with Passive Cash Flow