The Money Advantage Podcast

Mar 03 2025 300 ep. 51 mins 147

The Money Advantage Podcast artwork

The Money Advantage provides simple, fun, and doable financial talk that helps wealth creators build time and money freedom with cash flow strategies, Infinite Banking, and alternative investments so you never have to worry about running out of money.

Through our family office model, we utilize strategies for cash flow, long-term tax reduction, estate and business legal planning, creative whole life insurance strategies (Privatized Banking), and alternative investments.

Business Education

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Where Is the Bank? Understanding the Banking Function in Infinite Banking

Mar 03 2025 53 mins

Imagine walking into a grand bank building with marble floors, high ceilings, and neatly dressed bankers eager to assist you. You deposit your hard-earned money, confident that it is safe and growing. But have you ever stopped to ask yourself—where is the bank? What role does it actually play in your financial future? https://www.youtube.com/live/LFaf2iEnh94 This question

Is Infinite Banking Only for the Wealthy? Think Again.

Imagine this: You’re researching financial strategies, and you keep running into this concept called Infinite Banking. But then, you see a claim—Infinite Banking is only for the wealthy. Maybe you start to wonder: Is Infinite Banking only for the wealthy? Is this really something I can use? Or is it just a strategy for high-net-worth individuals to stash their cash and avoid ta

Life Insurance Beneficiaries: Protecting Your Legacy and Empowering Future Generations

Feb 17 2025 51 mins

It’s a quiet evening. Snow begins to blanket the ground as the roads grow slick with ice. You’re driving home late at night, carefully navigating the treacherous conditions. Thoughts race through your mind. What if you couldn’t make it home? Would your family be taken care of? It’s a stark question we often avoid, but life’s uncertainties don’t wait for us to be ready.

Whole Life Term Riders: Level vs. Blended Term Riders

Feb 10 2025 23 mins

Imagine you’re constructing the financial equivalent of a dream home—solid foundation, spacious rooms, and everything designed to suit your long-term vision. Whole life insurance is like that foundation, providing both stability and flexibility. But what if I told you there’s a secret feature in this financial blueprint—a term rider—that can dramatically enhance your poli

The Power of Storytelling with Caleb Breakey: Leaving a Legacy of Values

Feb 03 2025 48 mins

When was the last time you were completely captivated by a story? For me, it was years ago, when I first listened to a book that changed my entire perspective on the power of storytelling. It wasn’t just entertainment; it was a mirror reflecting truths I hadn’t yet acknowledged, lessons I hadn’t fully learned, and emotions I hadn’t completely processed. That’s when I real

The History of Whole Life Insurance: What It Teaches Us About Financial Security

Jan 27 2025 38 mins

Have you ever considered how the concept of life insurance has evolved over centuries to become one of the most effective financial tools available today? In this article, we delve into the fascinating history of whole life insurance, exploring its roots, development, and the valuable lessons it holds for anyone seeking financial stability and generational wealth. https://www.y

Access to Cash: Redefining Control in Your Financial Journey

Jan 20 2025 39 mins

https://www.youtube.com/live/mTyHU0ZwcjI Imagine sitting across from someone confidently telling you, “You can be your own bank. No more reliance on traditional banks, no credit checks, and complete control over your finances—all while your money grows tax-free.” At first, it might sound too good to be true, like a fairy tale in the world of finance. That’s where Becca

Marshall Family Banking System, Pt. 5 Dec 2025

Jan 13 2025 65 mins

Imagine a world where your family’s financial future is not dictated by banks but built by you. What if you could create a self-sustaining system provides security and offers opportunities for generations to come? For us, this is not just a concept—it’s our reality through family banking. Let us take you on a journey into how we built our Marshall Family Bank using the Infini

How Whole Life Insurance and Austrian Economics Go Hand-in-Hand

Jan 06 2025 39 mins

Imagine being told that the best way to help others is to first help yourself. This timeless piece of advice, often heard during airline safety briefings, holds true in the financial world. By taking control of your finances and prioritizing sound strategies, you position yourself to help others and contribute to society at large. The principles of Whole Life Insurance and Austrian

The Power of Family Meetings: Building a Multigenerational Legacy of Wealth and Unity

Dec 30 2024 33 mins

Imagine two families, both immensely wealthy at the height of their fortunes. One family, the Vanderbilts, saw their immense wealth squandered within just a few generations. By the time they held their first family reunion a century later, not a single millionaire remained among them. In contrast, the Rockefeller family has continued to grow its wealth and influence across seven ge