Bruce Wehner & Rachel Marshall | Family Banking Guides

The Money Advantage® Podcast | Infinite Banking Concept & Family Banking

Business EN ↓ 300 episodes

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

Category

Business

Podcast website

themoneyadvantage.com

Latest episode

Jul 6, 2026

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Episodes

Key 16 Habits of Rich People 09.09.2024

What sets apart the people who are wealthy and successful from those who struggle with money their whole lives?  What are the Key Habits of Rich People? It’s not luck.   Some people were familiar with wealthy habits, and some learned them. Today, we’re talking about the fundamental habits and disciplines of an ordered life. https://www.youtube.com/live/B8sUIodCLus What if the key to your financial...

Worst Infinite Banking Mistakes to Avoid – Learn Before You Leap 02.09.2024

Infinite Banking has the potential to transform your family's financial life. However, as this powerful financial concept has risen in popularity, so have the messages that deviate from the original design and intent. Understanding infinite banking as Nelson Nash intended becomes all the more important, as it allows you to recognize the worst infinite banking mistakes. https://www.youtube.com/live...

Leaving an Inheritance to My Great-Grandchildren 26.08.2024

Do you want to give your kids the best possible chance at life, but you’re afraid of spoiling them, or worse? Are you concerned that leaving an inheritance will only end in disaster? Learn why "leaving an inheritance to my great-grandchildren" is a good thing and how to do it. Many parents are undecided about whether they want to leave an inheritance to their children. They fear raising ungrateful...

Whole Life Insurance Tax Benefits – How They Work and Why They Matter 19.08.2024

Understanding the tax advantages of whole life insurance can make a huge difference in your financial strategy when it comes to building wealth efficiently. Many people wonder, "Is whole life insurance tax-free?" While the answer depends on how you structure and use your policy, the tax benefits are substantial and without a doubt worth exploring. Today, we’ll unlock the secrets of mastering the t...

Family Business Dynamics, with Savannah Suttle 12.08.2024

Do you want to grow and scale a family business, but family business dynamics are getting in the way?  https://www.youtube.com/live/vZkpINzoFts Unlock the secrets to harmonizing family business dynamics and business operations with Savannah Suttle from Schema Consulting to reveal the powerful impact of psychotherapy and marriage and family therapy techniques on family-run businesses. You'll learn...

Whole Life Insurance Loans Explained 05.08.2024

Do you have a life insurance policy and want to access your cash reserves? Today, we're discussing the science of whole life insurance loans. We'll show you why a whole life insurance loan is the safest investment imaginable for the life insurance company and why a whole life insurance policy loan is not a debt to the policy owner.   https://www.youtube.com/live/jpoMCZrpCXI This is an in-depth exp...

Real Estate Investing in Today’s Economy, with Anna Kelley 29.07.2024

Today, we're talking with Anna Kelley, impact real estate investor, multifamily operator, and real estate mentor and coach, about the state of real estate investing. https://www.youtube.com/live/7AneSvWF6tQ With today's federal debt and high inflation environment, Anna cautions that it's time to be in capital preservation mode, not focused on cash flow and appreciation.   So if you want to see how...

Fractional Reserve Banking Creates Inflation: Infinite Banking is the Solution 22.07.2024

Inflation causes everything to feel more expensive, so what do you do to protect your money from inflation? Today, we’ll explore the link between inflation and fractional reserve banking and how Infinite Banking is the sound money solution. https://www.youtube.com/live/ay4aDG2phBg A thought-provoking journey through inflation, fractional reserve banking, and the revolutionary concept of infinite b...

Buy Term and Invest the Difference: Does It Really Work? 15.07.2024

Are you trying to decide which type of life insurance to buy? You want to protect your family in case something happens, so how do you do it best? https://www.youtube.com/live/QDyfZjPaMgc Whole life insurance is often rejected as expensive and a poor “investment,” while mainstream opinion leans in favor of the “buy term and invest the difference” strategy, which involves opting for cheap insurance...

Leave a Legacy: The Two Essentials for Lasting Impact 08.07.2024

Do you want to make a difference that lasts for generations? If you have children or grandchildren that you want to benefit, bless, and uplift, you can make plans now to accomplish that priority. Before you start planning, though, there are two essentials you'll need. These two components will help you get started and follow through so that you complete your plans.   https://www.youtube.com/live/K...

Infinite Banking Concept: Maximizing Financial Windfalls 01.07.2024

Today, we're answering a listener question on maximizing financial windfalls: Can you do a future episode on what to do with a windfall? Specifically, the use of a premium deposit fund over many years and dumping it into a 7-pay or 10-pay policy. I would love to hear how this could be an option for inheritance or selling a business or property. https://www.youtube.com/live/cRRw5Hi_B90 What should...

Why Dividend Rates Don’t Matter 24.06.2024

When searching for an Infinite Banking policy, a common question is, which company will give me the best dividend rate? Today we dive into answering why dividend rates don't matter. The perception is that the highest dividend rate will turn out to be the best policy performance over time, ending up with the highest growth in your policy, and giving you the greatest financial benefits. https://www....

Family Business Longevity, with Rob Ferguson 17.06.2024

Family businesses have a shrinking lifespan. Families in business together face conflicts and challenges that have made it increasingly difficult to build a business that lasts generations. Yet Rob Ferguson, founder of Ferguson Alliance, says that family businesses can live to infinity with the right systems and tools. Today, we're discussing how the key components of communication, shared vision,...

Becoming Your Own Banker, Part 33: Recap 10.06.2024

Join the wealth revolution and see how understanding banks and banking allows you to create financial freedom by becoming your own banker. We're wrapping up our series on Nelson Nash's pivotal work on Infinite Banking, his book Becoming Your Own Banker. Unlock the secrets to becoming the master of your own financial destiny with our eye-opening discussion on 'Becoming Your Own Banker.'  https://ww...

Stop the Hustle and Grind, with Christine Jewell 03.06.2024

Are you an ultra-high achiever, but feeling the cost of that success? https://www.youtube.com/live/AZ3FxdpPULY Christine Jewell, author, keynote speaker, faith-based executive coach, and host of the Breaking Chains podcast, joins us today to provide a fresh solution. In her new book, Drop the Armor, Christine teaches you a transformational approach that allows you to stop the hustle and cultivate...

Becoming Your Own Banker, Part 32: How to Invest 28.05.2024

If you want to build wealth, reach your financial goals for retirement income, and be able to take care of everything from college for your kids to paying for cars, your home, and a lifestyle you enjoy, the most common first question is, “How to invest?” https://www.youtube.com/watch?v=hExdqtiuhto In his signature book, Becoming Your Own Banker, Nelson Nash reveals that changing your financial env...

Becoming Your Own Banker, Part 31: Compound Interest Revealed 20.05.2024

Is compound interest magic or discipline? A stroke of luck or the product of sound fundamentals? Fantasy or reality? https://www.youtube.com/watch?v=l3Wyh618yjI If you want to reap the reward of compound interest, you need to understand the game, the roles, and get on the right side of the board. Today, we'll answer: Why you are always paying interest? What is compound interest? How do you earn co...

Why is Enough Never Enough, with Rabbi Daniel Lapin 13.05.2024

Why is enough never enough? How do I know when you've made enough money, or when making money becomes too much of a concern, and you should be satisfied with what you've got? https://www.youtube.com/watch?v=B3zBDjmeNTA Joining us to discuss this abundance paradox is a long-time friend of The Money Advantage, Rabbi Daniel Lapin. Author of Thou Shall Prosper, Business Secrets from the Bible, and The...

Infinite Banking Process Explained 06.05.2024

Why does Infinite Banking work? https://www.youtube.com/watch?v=iKdgq2KDw_s We’ll look at the flow of money through the economy, where it is pooling, who owns it, who controls it, and who gets access. This is the Infinite Banking Process explained, and this clarity will tell you everything you need to know about how money works. At its core, the Infinite Banking Concept is a strategy that utilizes...

Becoming Your Own Banker, Part 29: Words Matter 29.04.2024

Ever felt like financial jargon was designed to confuse rather than clarify? Join us as we navigate the labyrinth of financial terminology, particularly within the infinite banking sphere. It's not just about learning by rote; it's about cementing a rock-solid financial strategy based on clear, precise language. By dissecting common misconceptions, we aim to transform your understanding from hazy...

Becoming Your Own Banker, Part 28: Infinite Banking Definitions 22.04.2024

Have you ever felt like you're on a financial hamster wheel, constantly spinning but never gaining traction? Join us as we unpack the epilogue and glossary of Nelson Nash's "Becoming Your Own Banker." It's a journey through the intricate philosophy of IBC, as we cover Infinite Banking definitions that shows how effective money management can reduce your reliance on financial institutions—empowerin...

Nelson Nash’s Legacy: Think Tank 2024 Recap 15.04.2024

Embark on a transformative financial odyssey with us as we reflect on our profound experiences at the Nelson Nash Think Tank for 2024. Unlock the doors to personal economic empowerment with the Infinite Banking Concept (IBC), a brainchild of the late Nelson Nash that revolutionizes the use of dividend-paying whole life insurance. We shed light on the historical roots and celebrate Nelson Nash's le...

Becoming Your Own Banker, Part 27: 7 Money Myths that are Costing You, Continued 08.04.2024

Is what you think about money actually true? Is it helping or hurting you? Moving you forward and expanding your influence, or limiting you and your potential? https://www.youtube.com/watch?v=YerQ46AgjZE If you joined us last week, you know that in true Bruce and Rachel fashion, we only covered half of our intended conversation, so we're back to reveal more money myths in Part 2. Here, you'll get...

The Power of Trusts for Generational Wealth with Joel Nagel 01.04.2024

If you're reading this, chances are you've already taken the first step towards securing your financial future. But what about the financial futures of your children, grandchildren, or even your great-grandchildren? The journey towards financial stability isn't a one-generation game; it's about creating a lasting legacy that will provide for your loved ones long after you're gone. Today, we discus...

Becoming Your Own Banker, Part 26: Top 7 Money Myths, Lies That Are Costing You Money 25.03.2024

What if what you think about money turned out not to be true? Even worse, what if you're believing lies that are costing you money? https://www.youtube.com/watch?v=AuThVweoNlU Embark on a journey as we unravel the twisted web of money myths holding you back from true wealth. Inspired by Nelson Nash and flavored with insights from David Stearns, our discussion breaks down seven misconceptions that...

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