Bruce Wehner
Chief Cash Flow Strategist & Lead Advisor
Last reviewed: 07-2026
Bruce Wehner is the Chief Cash Flow Strategist and Lead Advisor at The Money Advantage. He helps business owners, high-earning professionals, and legacy-minded families understand where their money is flowing, reclaim greater control of their capital, and coordinate their financial strategies around what matters most.
Industry Experience
Wealth professional since 2007; former educator, varsity head coach, and business owner.
Verified Expertise
Podcast Co-Host
Co-host of The Money Advantage Podcast alongside Rachel Marshall.
About Bruce
Bruce Wehner brings together decades of experience in education, coaching, entrepreneurship, and financial strategy. At The Money Advantage, he serves as Chief Cash Flow Strategist and Lead Advisor, helping clients understand how the different parts of their financial lives work together.
Before entering the wealth industry, Bruce spent 17 years as an educator and varsity head coach. That experience continues to shape the way he works today. Rather than simply presenting financial products or recommendations, Bruce helps people understand the reasoning behind a strategy so they can make more informed and confident decisions.
Entrepreneurship has also been a consistent part of Bruce’s life. His early experiences working in his father’s service station exposed him to the financial challenges business owners face. In 2002, he moved into full-time entrepreneurship by owning and operating an automotive service and repair business. That firsthand experience gives him a practical understanding of business cash flow, access to capital, financial uncertainty, and the responsibilities that come with building something of lasting value.
Since entering the wealth industry in 2007, Bruce has focused on helping individuals and families strengthen cash flow, protect capital, and create more coordinated financial systems. He brings the perspective of a business owner and real estate investor, and he personally practices the Infinite Banking Concept using specially designed whole life insurance policies.
Why Bruce’s Perspective Matters
Bruce combines an educator’s ability to simplify complex financial concepts with the practical experience of a business owner, helping families better understand cash flow, financial control, and long-term wealth strategy.
Bruce is also the co-host of The Money Advantage Podcast. Alongside Rachel Marshall, he uses conversations, stories, and practical examples to help listeners think differently about cash flow, banking, wealth, and financial control.
At the center of Bruce’s work is a simple question: Who controls your financial life—you or a financial institution? His goal is to help clients identify where money is flowing out of their control and develop a strategy that allows them to retain and use more of their capital today and across future generations.
Focus & Expertise
Cash Flow Strategy
Helping clients understand where their money is going, uncover financial inefficiencies, and develop systems that allow them to retain and purposefully deploy more of their capital.
Infinite Banking Concept
Educating families and business owners about using properly structured dividend-paying whole life insurance as part of a broader strategy for liquidity, control, and long-term financial resilience.
Business-Owner Perspective
Applying firsthand entrepreneurial experience to the cash-flow, capital-access, protection, and long-term planning challenges faced by business owners.
Integrated Wealth Coordination
Helping clients consider cash flow, insurance, investments, taxes, estate planning, and asset protection as connected parts of one coordinated financial strategy.
Hear Bruce on The Money Advantage Podcast
The Money Advantage Podcast
Weekly conversations on building sustainable, multigenerational wealth — Infinite Banking, whole life insurance, cash flow, and family banking strategies.