Posts by Rachel Marshall
The Secure Act: Important Changes to Your IRA that You Need to Know
If you’re planning to leave an inheritance to your children, there’s a new rule in the Secure Act that will probably cause your kids to pay more taxes if you pass on your retirement plan. Today, we’re discussing how the Secure Act, passed in 2019, affects your retirement plans and may front-load taxes to kids…
Read MoreInvesting in Raw Land, with Mark Podolsky, the Land Geek
Curious about how investing in raw land could help you accomplish your financial goals? In this episode, we’re talking with Mark Podolsky, The Land Geek, the raw land investor who’s completed over 5500 land deals, with an average ROI of over 300% on cash flips, and over 1,000% on the deals he sells with financing…
Read MoreMaximizing Your Financial Potential, with Scott McCright
Most people never maximize their full financial potential. That means they don’t accumulate the assets they could, and what they do save and invest isn’t protected and gets eroded too quickly. Then they take distributions in a way that shrinks their income, and they’re always trying to outrun the fear of running out. Sound too…
Read MoreThe Case for IBC, with Dr. Robert P. Murphy
Considering Infinite Banking, or IBC, but still a little skeptical? In this episode, we’re talking with Dr. Robert P. Murphy, a free-market economist, who has testified before Congress on energy markets and monetary policy and has given many interviews on TV and radio. He is the author of hundreds of articles and several books on…
Read MoreBehind the Scenes with Bruce and Rachel
Want to optimize your money and maximize your wealth and income for life, and curious about how we can help? Been listening for a while and want to learn more about our company and what we can do for you? Today, we’re taking you behind the scenes of The Money Advantage. So, if you want…
Read MoreShoes, Speed, and Success, with Steven Sashen, Founder of Xero Shoes
Now and then, you have the chance to meet extraordinary people and learn more from their story than you ever thought possible. This conversation with Steven Sashen of Xero Shoes is one of those opportunities! In this episode, we’re talking with Steven Sashen about shoes, speed, and success. He’s one of the fastest men over 55…
Read MoreIs Life Insurance Protected from Creditors? Creditor Protection of Life Insurance
Want to shelter your assets from the prying eyes of the IRS, claims of creditors, or the public? Can creditors take life insurance proceeds after death? In many cases, the answer depends on how your policy is structured. Cash surrender value and life insurance proceeds are exempt from creditors in most states. In this episode,…
Read MoreKeys to Asset Protection, with Douglass Lodmell
Should you be concerned about asset protection? What types of risk should you know about? What you don’t know about protecting your assets CAN hurt you. In this episode, we’re talking with Douglass Lodmell, one of the nation’s leading asset protection experts and founder of Lodmell & Lodmell about asset protection and how it works.…
Read MoreDirect vs. Non-Direct Recognition in Life Insurance: What You Need to Know
Are you considering whole life insurance and want to know which is better: Direct vs. non-direct recognition life insurance companies? What does it mean? Why does it matter? How does it impact your policy’s average rate of return? And should it be a part of your decision-making process? In this episode, we discuss the why,…
Read MoreToo Old For Infinite Banking with Whole Life Insurance?
Do you want to use whole life insurance to store cash, build an emergency/opportunity fund, and create a legacy, but you wish you’d learned about this concept when you were younger? Do you feel like you’re too old for the Infinite Banking Concept (IBC)? Fortunately, it might not be too late for you to get…
Read More