『The Money Advantage® Podcast | Infinite Banking Concept & Family Banking』のカバーアート

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

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

著者： Bruce Wehner & Rachel Marshall | Family Banking Guides
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概要
 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 protection, estate planning, and intentional family leadership to build wealth with clarity, purpose, and stewardship. This podcast is for those who want to move beyond simply accumulating assets and start creating a family banking system that protects capital, prepares heirs, strengthens unity, and passes on wisdom with wealth.The Money Advantage®, LLC. All Rights Reserved. マネジメント・リーダーシップ リーダーシップ 個人ファイナンス 個人的成功 経済学 自己啓発
エピソード
  • Types of Life Insurance: How to Choose the Right Policy for the Job

    Types of Life Insurance: How to Choose the Right Policy for the Job
    2026/11/09
    Compare the main types of life insurance by purpose, cost, guarantees, risk, and control so you can choose the right policy for the job.
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    55 分
  • How to Pass Down Family Wisdom Before Wealth Changes Hands

    How to Pass Down Family Wisdom Before Wealth Changes Hands
    2026/09/21
    Wise inheritance planning does more than prepare the assets for the heirs — it prepares the heirs for the assets. Rachel and Bruce share five ways to pass down values, stories, and judgment before wealth changes hands.
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    1 時間 3 分
  • What an IUL Illustration Doesn’t Tell You: Guaranteed vs. Projected Values

    What an IUL Illustration Doesn’t Tell You: Guaranteed vs. Projected Values
    2026/09/28
    An IUL illustration can show a large future number, but the crediting rate is not your net return. Rachel and Bruce break down caps, spreads, the 0% floor, and the costs that keep running while you wait for growth.
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    56 分
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