Bruce Wehner & Rachel Marshall | Family Banking Guides
The Money Advantage® Podcast | Infinite Banking Concept & Family Banking
The Money Advantage® Podcast helps successful, legacy-minded families turn wealth into stewardship, unity, and multigenerational impact through the Infinite Banking Concept, Family Banking, legacy planning, and cash flow strategies designed to last for generations. Hosted by Rachel Marshall and Bruce Wehner, Authorized IBC Practitioners, each episode helps you take control of your money, protect what matters, and create a financial system that supports your life today and your legacy tomorrow. You’ll learn how to use dividend-paying whole life insurance, tax-smart financial strategies, asset p...
Author
Bruce Wehner & Rachel Marshall | Family Banking Guides
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Podcast website
Latest episode
Jul 6, 2026
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Episodes
7-Figure Business Owner and the Legacy Blueprint, with Joe Evangelisti 21.03.2022 57:43
How do you get life-changing transformation and master the game of business? Joe Evangelisti has built an 8-figure empire and has helped hundreds of entrepreneurs and business owners to cross the 7, 8, and 9-figure mark. Interested in being the next 7-figure business? Don't miss this opportunity to learn from one of the greats. https://www.youtube.com/watch?v=_d_IsQBXhtM To find out how to pivot t...
TMA on the Banking with Life Podcast 14.03.2022 1:06:28
This week we have the pleasure of joining James Neathery on his podcast, Banking with Life. https://www.youtube.com/watch?v=VTr7vMxoyQU If you want to better understand the importance of life insurance as a foundational tool, and how it integrates into a family banking system...tune in now! Show Notes: 0:00 James Neathery introduces The Money Advantage team: Rachel Marshall, Lucas Marshall, and Br...
How to Make Money Online, with Brian Dixon 07.03.2022 54:37
Where do you start in navigating a clear path to impact and income? How do you make money online? https://www.youtube.com/watch?v=ipnicQQZvkk Brian Dixon says to start with your people. He’s the marketing mentor and business coach who helps you get the clarity to grow your business. So if you want to create a sustainable business, market with confidence, and make money authentically … tune in now!...
Financing with Infinite Banking 28.02.2022 1:04:19
Why is financing with Infinite Banking better than paying cash? https://www.youtube.com/watch?v=ZzQ73xBl2TE Today, we’re answering a listener question about the Infinite Banking Concept. And we're going back to Nelson Nash's book, Becoming Your Own Banker to explain the concept. So, if you want to better understand the Infinite Banking Concept and how it helps you make more effective financial cho...
How to Raise Great Kids and Create Generational Family Wealth, with Keith Whitaker 21.02.2022 58:58
How do you raise confident, successful, happy children who use their uniqueness to contribute the most in the world? What kind of family leadership do you need, so that you build strong families? And what is the secret to generational family wealth, really? https://www.youtube.com/watch?v=YUGCz2R830g Parenting is one of the most complex tasks we will ever face. It can feel like a mountain of skil...
The Love of Money: Is it the Root of All Evil? 14.02.2022 51:56
Many people believe that money is the root of all evil. But is money really evil? Is the love of money evil? https://www.youtube.com/watch?v=a1zVsI6Inpg Today, we’re taking on a topic that creates so much confusion, tension, and challenge for people. We’re talking about money, the love of money, and the real root of all evil. And we’re revealing how this one huge mistake in our thinking literally...
What Is a Modified Endowment Contract? 31.01.2022 44:11
What is a Modified Endowment Contract, and what does it have to do with life insurance? https://www.youtube.com/watch?v=qXI-iOZylhU If you’re using Infinite Banking as a savings tool, you want to avoid having your policy become a MEC. But what exactly are modified endowment contracts? How does it change the taxation on your life insurance policy? Why does it exist, and when might you want to use a...
Work from Home and Make Millions, with Martha Krejci 24.01.2022 1:00:54
Want to build a work from home business, and scale to create the life you dream of for your family? Would you like to do so without being a salesy weirdo? Today, we’re talking with Martha Krejci, who made her first million in 6 months in business by working from home. Now, she’s a business growth strategist who helps other work-from-home moms make millions. If you’re looking for the secret sauce t...
Church Financing Alternatives 19.01.2022 29:36
Like a business, churches and other non-profits have a need for financing. Today, we’re discussing options to keep the church financing in-house. So, if you want a strategic financing strategy that guarantees your church or other 501(c)3 would never lack the funding to accomplish the most important mission of all… tune in now! Funding Not-For-Profits If you’re running a church or other not-for-pro...
Private Lending for Real Estate, with Gary Boomershine 10.01.2022 1:05:54
Want to raise children with responsibility and teach them how to become contributors? Looking for ways to make your capital work harder? Today, we’re talking with Gary Boomershine, CEO of RealEstateInvestor.com about creating a family economy and private lending for real estate. https://www.youtube.com/watch?v=MOm6ZYP_4xg If you’re an investor or business owner who wants to create the life you env...
The Ugly Truth About 10/90 Infinite Banking Policies – James Neathery 03.01.2022 1:09:19
Want maximum immediate liquidity with an IBC policy? Planning to fund a 10/90 infinite banking policy and then take max loans to fund real estate? Are these double-dipping returns too good to be true? https://www.youtube.com/watch?v=YAwhBlF3XVs STOP. Listen to this first. The allure of making an IBC policy better than even the creator of the term IBC has many people shopping for “Skinny Base” whol...
Amazon, E-Commerce, and Billionaires, with Shaahin Cheyene 27.12.2021 38:44
Shaahin Cheyene built a billion-dollar business by the time he was 18 by creating a thrill pill cult. He’s an award-winning business mogul, author, and filmmaker. He is also the inventor of Herbal Ecstacy, the nootropic that sparked the (100% legal) Smart Drug Movement. https://www.youtube.com/watch?v=xYNnni4kKsw He’s been called the “Willy Wonka of Generation X.” Now, he’s the world’s leading Ama...
Answers to Your Money Questions, Part 3 20.12.2021 47:20
We’re so thankful for the opportunity to answer your money questions and clear up your confusion. If you’re stuck, we want to help you make sense of the situation so you can move forward. https://www.youtube.com/watch?v=zeWqkGwSBq4 Today, we’re continuing the conversation to answer questions from you—our audience. We want to help you on your quest to control your financial future. There are some...
Groundhog Day is an Event, Not a Business Strategy; with Adam Hommey 13.12.2021 43:20
Are you repeating the same day over and over again, or building momentum and springing forward by leaps and bounds? Are there opportunities buried in your own business? Today, we’re talking with Adam Hommey, author of Groundhog Day Is an Event, Not a Business Strategy. https://www.youtube.com/watch?v=Ubie5ZpV45o If you want to find out how to connect your brilliance and your passion to WIN in bu...
7702 Whole Life Insurance Dividends Update (2021) Part 2 06.12.2021 45:24
Are you considering whole life insurance, but want to know more about the new products the life insurance companies have released in response to the 7702 changes in 2021? How a whole life dividend rate is computed? Is cash value life insurance improving? Well, the new products are finally here! Let's dive into the 7702 whole life insurance dividends update discussion. https://www.youtube.com/watch...
7702 Whole Life Insurance Updates 29.11.2021 15:39
Are you considering whole life insurance, but want to know more about the new products the life insurance companies have released in response to the 7702 Whole Life Insurance updates in 2021? https://www.youtube.com/watch?v=WCMQruG3bVQ The new products are here. What does the 7702 tax code mean for whole life insurance? Tune in now to get the need-to-know information so you can see what to expect...
How to Be a More Disciplined Person: Lessons from Craig Ballantyne 22.11.2021 42:00
What are the top 1% of high-performers, producers, and achievers doing differently? How is it possible to get more done, scale your business, and have MORE time for what matters, not LESS? The answer is simple: high achievers realize that being a disciplined person is as crucial as any other aspect of their business. https://www.youtube.com/watch?v=4AoOx5OIRhc It’s what you need, but it’s not what...
Whole Life Insurance Dividends and Interest Rates 15.11.2021 42:22
How are whole life insurance dividends and interest rates faring in this low interest rate environment? Is today's long stretch of low interest rates a bad sign for whole life insurance in the future? https://www.youtube.com/watch?v=FYMHKtVtVKI Today, we're having a candid conversation about today's interest rate environment, the impact on bond rates and prices, and how that impacts whole life ins...
Delusional Altruism, with Kris Putnam-Walkerly 08.11.2021 49:47
Want your charitable giving to make the greatest difference in the world? Today, we’re talking with Kris Putnam-Walkerly, author of Delusional Altruism, who advises philanthropists who want to achieve greater clarity, impact, and joy with their giving. https://www.youtube.com/watch?v=cWVQF5___XQ&t=11s We’ll discuss why how you give matters, the 7 delusions of altruism, and how to create lasting c...
The Number 1 Secret to Succeeding 01.11.2021 30:54
If you're shaking your head at the state of the world right now, you're not alone. There are food shortages, supply chain disruption, medical mandates, unemployment, price inflation, and more of our freedoms at stake. https://www.youtube.com/watch?v=Zaew0MenJhU Yet, people are thriving, there's more opportunity than ever, and you will succeed if you live by this one truth. To join the conversatio...
The 4-Week Vacation, with Dr. Sabrina Starling 25.10.2021 1:05:16
How does the quality of your life relate to the health of your business? How do you free yourself from the constant demands of your business? If you have a cash-sucking business, there’s hope. It doesn’t have to be this hard. Joining us today for this conversation is Dr. Sabrina Starling, the Business Psychologist. with Tap the Potential. She’s an author, speaker, and coach who believes that work...
Answers to Your Money Questions, Part 2 18.10.2021 1:02:11
We all have money questions. If you don’t, you just haven’t asked them yet. https://www.youtube.com/watch?v=jrsQ4Tzo7ao Today, we continue to answer questions from you—our audience, tribe, fans, those in a quest to control their money and financial future! You can view part one of this conversation here. There are some great ones here that might be on your mind too. So maybe you’ll get the answer...
Business Secrets from the Bible, with Rabbi Daniel Lapin 11.10.2021 58:33
What if your thoughts about the Bible and what it has to say about money were crippling you instead of helping you to flourish the way you’re meant to? Today’s guest is Rabbi Daniel Lapin, returning for another deep and powerful conversation about business, money, and the Bible. https://www.youtube.com/watch?v=ytZD5GkFlp4 He’s a rabbi, speaker, TV host, and author of seven books, including America...
Answers to Your Money Questions, Part 1 04.10.2021 57:52
We all have money questions. If you don’t, you just haven’t asked them yet. Today, we’re answering questions from you—our audience, tribe, fans, those in a quest to control their money and financial future! https://www.youtube.com/watch?v=ZiW3MeJiL7c There are some great ones here that might be on your mind too. So maybe you’ll get the answer you’ve been needing. Then you can clear that hurdle an...
Get Different, with Mike Michalowicz 27.09.2021 27:37
Want the most effective and radically simple marketing system in existence? Today, we’re talking with Mike Michalowicz, perennial best-selling author of Profit First, Surge, The Pumpkin Plan, FixThis Next, and his newest release Get Different. https://www.youtube.com/watch?v=4LENRtB7xGY If you want to scale your business and reach more people, here’s the answer you’ve been waiting for. Tune in now...
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