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...
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Bruce Wehner & Rachel Marshall | Family Banking Guides
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Podcast website
Latest episode
Jul 6, 2026
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Episodes
Estate Planning 101: Protecting Your Loved Ones 18.03.2024 18:15
Can you confidently say your family's financial future is protected? Staring down the barrel of a life-altering moment, I was forced to confront the fragility of existence and the critical importance of having one's affairs in order. That harrowing experience became a catalyst for today's soul-searching episode of the Money Advantage podcast, where we navigate the often-neglected waters of estate...
Becoming Your Own Banker, Part 25: Uninsurability Hacks 11.03.2024 1:13:59
Do you want to use Infinite Banking, but you're uninsurable? Today we are discussing uninsurability hacks! Don't worry, uninsurability ISN'T a game-stopper for using Infinite Banking to build your own banking system. https://www.youtube.com/watch?v=iklRiFBTZRo That means you can still reap the exponential reward of dividends and interest that grow with uninterrupted compounding, store liquid cas...
How to Protect Your Lifestyle with Insurance – Meaghan Dowd 04.03.2024 49:51
https://www.youtube.com/watch?v=2zMyR7l2elg Insurance may often seem like an enigma, a complex puzzle that's challenging to decipher. You're not alone in feeling this way. However, understanding insurance isn't just a necessity; it's the foundation for securing your financial future. Learn how to protect your lifestyle with insurance. In our most recent podcast episode, we were delighted to have M...
Becoming Your Own Banker, Part 24: Real College Advice 26.02.2024 1:04:04
Should you go to college? Should you send your kids to college? Will they earn more with a college degree? Will the degree provide a better financial future? What is the rate of return on a college degree? https://www.youtube.com/watch?v=sPZM49y8his Unlock the secrets to a financially savvy future as we dissect the age-old belief that college is the golden ticket to success. Prepare to have your p...
Discover Wealth Across Borders -Michael Cobb 19.02.2024 52:21
https://www.youtube.com/watch?v=o6GUHRsyCEE It is time to discover wealth across borders. Have you ever wondered what it's like to invest internationally, live as an expat, or find a balance between work and play while enjoying life abroad? In a fascinating episode of our podcast, we sat down with Michael Cobb, a renowned figure in residential resort development and global finance, to dive into th...
Becoming Your Own Banker, Part 23: Practical Wisdom for Perpetual Wealth 12.02.2024 1:00:59
Do you want perpetual wealth that continues growing in future generations? https://www.youtube.com/watch?v=aqCY1qB8Lys Today, we're continuing this power-packed series through Nelson Nash's famed book, Becoming Your Own Banker, as we discuss the benefits of buying life insurance for your grandchildren. So if you want to see how thinking generationally is a long-term target on wealth that gives you...
Becoming Your Own Banker, Part 22: Get a Higher Rate of Return 04.02.2024 1:11:11
Are you looking for a higher rate of return? If so, your quest may point you to an important secret as you make financial decisions. Most people want to get the highest rate of return on their investment dollars .... which is why whole life insurance can be such a turn-off. It seems like a wimpy competitor in the rate of return game. https://www.youtube.com/live/Hu1qEPn9Wc8 But in his groundbreak...
Surviving the Storm: Navigating War in Israel with Rabbi Lapin 29.01.2024 59:20
When war across the world could mean war close to home or a whole world war … when conflicts thousands of years old can’t be solved overnight … when truth seems defined by who’s in power … when totalitarianism seems stronger than freedom and free markets … when open borders looked like compassion but instead weaken us from the inside … when economic prosperity and security look like myths … how do...
Becoming Your Own Banker, Part 21: Cost of Acquisition 22.01.2024 53:37
Financing costs are much more than just interest rates. First, there is the time required to obtain the financing, and then, often numerous steps to qualify and negotiate. This financing is very expensive when you account for the number of executives whose time is required for the endeavor. https://www.youtube.com/watch?v=-MmWlkTQsWE Infinite Banking overcomes this cost of acquisition, allowing yo...
Marshall Family Banking System, Pt. 4 15.01.2024 46:23
Want to see the real-time historical performance of the Infinite Banking Concept? Usually, when you hear about policy performance, it's from looking at illustrations. But illustrations aren't "performance," they are projections of future growth, based on current dividends and interest. That's why we love getting the opportunity to share the actual historical performance of Infinite Banking polici...
Family Summit End-of-Year Strategies: Planning for Multigenerational Success 08.01.2024 32:50
https://www.youtube.com/watch?v=LdKhSP9HubE There's a saying that "family isn't just important, it's everything." This rings true for my family, the Marshalls, who are committed to creating an enduring legacy that will reach beyond our generation. On a recent episode of our podcast, we gave listeners an intimate look into our yearly tradition - the Marshall Family Summit. Joined by our special gue...
Becoming Your Own Banker, Part 20: How to Live on Purpose 01.01.2024 50:22
Are you unhappy with your job because you want more fulfillment and meaning out of life? Most people think retirement is the answer. But rather than delivering on its promises, retirement is a trap. Instead, you must learn to live on purpose. https://www.youtube.com/watch?v=c1IxQgBIPn8 Prepare to unearth the secrets of living a life of purpose and financial independence with insights from Nelson N...
Becoming Your Own Banker, Part 19: The Retirement Trap 26.12.2023 57:46
Prepare to see retirement in a new light as we dissect the traditional financial paradigm and question the perceived desirability of retirement. We promise to challenge your current beliefs and open your eyes to the pitfalls of relying solely on government plans for a secure financial future, and why we call it the retirement trap. Join us as we scrutinize Nelson Nash's Infinite Banking Concept as...
Becoming Your Own Banker, Part 18: 3 Things You Need to Get Started with Infinite Banking 18.12.2023 57:07
Change isn't easy. It's almost always more comfortable to stay the same than it is to do something new. https://www.youtube.com/watch?v=ENHUPQ6oblQ What if the secret to financial freedom was already within your grasp, waiting for you to seize it? That's exactly what this episode of our podcast is about: the Infinite Banking Concept and the important role that desire and mindset play in it. We'l...
Becoming Your Own Banker, Part 17: IBC Capitalization with Equipment Financing 11.12.2023 1:03:07
Infinite Banking gives you the advantages of cash value, dividends, and a death benefit that all grow over time, making a policy more and more attractive the longer you have it. And the methods to fund your policy are as unique as you are. Because you have a need to pay for things during your lifetime, the IBC capitalization of whole life insurance addresses this need head-on. https://www.youtub...
Seven Generations Legacy Book Launch 07.12.2023 1:07:13
In this episode, we discuss how our new book, "Seven Generations Legacy," serves as a guide to creating a lasting legacy for future generations. The discussion emphasized the significance of leaving behind more than just material wealth. https://www.youtube.com/watch?v=lRTFIUmxw20 In the world of wealth management and estate planning, the term "legacy" is often used to refer to the financial inhe...
Successful Parenting for Prosperous Families, with Dr. Lee Hausner 04.12.2023 1:01:15
The glitz and glamour of the affluent world may seem highly appealing with its endless opportunities and vast resources. However, successful parenting within this context can present unique and sometimes complex challenges. This complexity stems from the need to balance comfort and indulgence with long-term development and well-being. https://www.youtube.com/watch?v=Ob4I7dL6whk In this episode, re...
Becoming Your Own Banker, Part 16: Controlling the Banking Function 27.11.2023 1:06:30
Prepare to elevate your financial game as we unravel the infinite secrets in Nelson Nash's Infinite Banking concept. Promise yourself a brighter financial future armed with the knowledge of how you can start controlling the banking function in your life, maximizing your cash value, and creating a lasting legacy. https://www.youtube.com/watch?v=xBWRAq4WcNs We’ll reveal how to strategically capital...
Becoming Your Own Banker, Part 15: How to Pay More Infinite Banking Premiums 20.11.2023 1:05:21
Unlock the secrets to infinite banking in this power-packed episode. We guide you through the intricate steps of using whole life insurance as a tool to gain financial freedom, inspired by Nelson Nash's groundbreaking book, "Becoming Your Own Banker". Learn the advantages and drawbacks of this system, and pick up practical tips on finding more money to capitalize a policy and pay more premiums. Th...
Embracing the Infinite Banking Concept, with Becca Wilhite 13.11.2023 1:08:29
Join us on an enlightening journey with our guest, Becca Wilhite, a certified IBC practitioner, as we explore her personal path into the world of the Infinite Banking Concept and the IBC Practitioners Program. From a basketball player to a worship leader, Becca's eclectic background is fascinating, and her initial skepticism towards life insurance is something many of us can relate to. We share ho...
Becoming Your Own Banker, Part 14: Financing with Infinite Banking 06.11.2023 1:05:15
Want to see firsthand how financing with Infinite Banking will help you come out ahead? https://www.youtube.com/watch?v=E8vTK1dhZWU Get ready for a mind-shift as we journey through the concept of infinite banking, as presented in Nelson Nash's groundbreaking book, Becoming Your Own Banker. We promise to challenge your conventional thinking about storing capital and show you a more profitable way o...
Why Leaving an Inheritance Is More Than Just Money 30.10.2023 27:57
Have you ever paused to ponder the legacy you’re creating, the inheritance you’re accumulating, or the lasting impression you’re leaving behind? The question of whether you should leave an inheritance often brings up complex emotions and practical concerns. The thought can be heavy, even daunting – but it’s a conversation worth having. https://www.youtube.com/watch?v=z4jwxj6lMEQ With a focus on in...
How Overfunding Life Insurance Boosts Your Wealth-Building Strategy 23.10.2023 1:12:35
Prepare to unravel the mystique behind funding and overfunding life insurance, and the empowering concept of becoming your own banker. This episode holds the key to understanding how to fund a life insurance policy, maximize its cash value, and reap the benefits. Our human-centric approach puts you, the listener, at the forefront as we examine how to expand your contract and build additional ones...
New Agent Licensing and IMOs 16.10.2023 30:58
Are you a new agent or looking to join the insurance industry, and wondering exactly just how and where to get started? https://www.youtube.com/watch?v=R9HQ313aNS0 In today's podcast, Bruce and Rachel will help you know how to set up your business, how to get licensed, and what you need to know about joining an insurance IMO or a life insurance FMO, or better yet why you should not join an IMO. Th...
Becoming Your Own Banker, Part 12: Cost of Life Insurance 09.10.2023 1:03:31
Get ready to rethink your thinking about the cost of life insurance and, more importantly, the process of Infinite Banking. Our journey leads us to insights from Nelson Nash's book, giving us a fresh look at how to balance life insurance and the Infinite Banking Concept. We'll tackle the life insurance company's pricing strategy and discuss how the process of creating an entity for Infinite Bankin...
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