Posts by Rachel Marshall
Using Reverse Mortgages in a Responsible Retirement Income Plan, with Dr. Wade Pfau
Reverse mortgages are becoming more mainstream. But to benefit from using one, you need to understand how to incorporate it into a responsible retirement income plan. So exactly what is a reverse mortgage? What role should it fill in your retirement planning? And should you open a reverse mortgage early or as a last resort? To…
Read MoreInfinite Banking, Part 7: What is a Life Insurance Policy Loan?
Are you wondering what is a life insurance policy loan, and how can it help you? Or maybe you’re already using Infinite Banking, but would like to explain it better to your spouse, your parents, your children, business partner, or friends. Today, we’re unpacking the truth about the Infinite Banking Concept and the power of…
Read MoreInfinite Banking in Canada
This week, we had the pleasure of joining our Canadian friends on the Wealth Without Bay Street podcast. In this episode we talk about our business, and how we can apply the principles of infinite banking in Canada. If you’ve ever wondered how The Money Advantage got its start, how our perspective has shifted on…
Read MoreSecrets to a Strong Family Culture, with Jeremy Pryor
Culture matters in the corporate world. It drives profitability and retention, reduces turnover, and leads to higher job satisfaction. But the family is an arena where the stakes are even higher. Without a strong family culture, all your plans, strategy, and even your legacy will fall apart. That’s why it’s time to dedicate yourself to…
Read MoreReverse Mortgage Explained, with Mike Stanley
Could a reverse mortgage help you reach your income goals? How do reverse mortgages work? Is a reverse mortgage good or bad? Today, we’re talking with Mike Stanley, Regional Senior Lending Sale Manager for Thrive Mortgage. He shares everything you need to know about reverse mortgages explained. So, if you want to understand just how…
Read MoreInfinite Banking Options to Access Your Cash Value
If you’re using Infinite Banking with a life insurance policy, you have multiple options to access your cash value. But which one is the best? Should you always use policy loans? What if you can get a lower interest rate by borrowing against your cash value with a third-party loan? Let’s discuss all of your…
Read More3 Benefits of Whole Life Insurance in Your Retirement Plan, with Dr. Wade Pfau
Most people don’t see the need for life insurance in their later years, let alone the benefit of whole life insurance in their retirement plan. By retirement, you may expect to have your home paid off, and not have the same income needs as before. You may even decide you’re not retiring at all if…
Read MoreWhat is Infinite Banking? Part 5: What is the Dividend?
Have you heard about the Infinite Banking Concept and want to learn more? Or maybe you’re already using Infinite Banking but would like to be able to explain it better. Today we’re unpacking the question: What is the dividend? If you’ve ever wondered how the cash value grows through dividends and how life insurance dividends…
Read MoreHow to Invest Like a Billionaire, with Richard Wilson
Want to get billionaire investing strategies and learn how to model the successful few? If you want to know how to invest like a billionaire, you’ll want to pay attention to our guest Richard Wilson. Today, we’re talking with Richard Wilson, CEO and Founder of the Family Office Club. Richard has helped create and formalize 100+…
Read MoreWhat is the Life Insurance Death Benefit?
Have you heard about Nelson Nash, Infinite Banking, Becoming Your Own Banker, Bank on Yourself, and want to learn more? Or maybe you’re already using Infinite Banking, but would like to explain it better. We’re continuing our series on the basics of the Infinite Banking Concept and answering your “what” questions. Today, we’ll unpack, What…
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