Posts Tagged ‘Infinite Banking’
Indexed Universal Life Lawsuit: Kyle Busch vs Pacific Life—and the Lessons Every Family Needs
Why the Indexed Universal Life lawsuit is a wake-up call The headlines about the Kyle Busch vs Pacific Life indexed universal life lawsuit sparked the same question I hear from thoughtful families: is my policy designed to serve me, or to serve a sales incentive? This isn’t tabloid noise. It’s a real-world reminder that choices…
Read MoreInfinite Banking Mistakes: The Human Problems That Derail IBC
“It’s not the math. It’s the mindset.” When Bruce recorded this episode solo, he opened with something we’ve learned after thousands of client conversations: the biggest Infinite Banking mistakes aren’t about policy illustrations or carrier choice. They’re about us—our habits, our thinking, and the quiet patterns we bring to money. I remember Nelson Nash repeating,…
Read MoreInfinite Banking vs Index Funds: Why You’re Asking the Wrong Question
The Gas Station Story That Reveals a Common Money Mistake Let me paint a picture for you. You’re driving down the highway and see gas at $3.00 a gallon. Three miles later, you spot it for $2.97. You think, “Yes! A deal!” So you turn around, drive the extra six miles, and save… 30 cents.…
Read MoreHow to Choose the Right Life Insurance Agent for Your Financial Future
When Bruce came back from recording this episode of The Money Advantage podcast, he told me something that hit hard: He shared how frustrated he feels every time he hears about a family who loses a loved one without proper life insurance. Suddenly, their friends and community are scrambling to create a GoFundMe page just…
Read MoreCan You Use IUL for Infinite Banking
Have you ever heard someone say you can use an IUL for Infinite Banking? Maybe you’ve seen a slick video online, or a persuasive advisor with charts and projections that promise you higher returns, flexible premiums, and “upside potential.” It sounds convincing—especially when you compare the numbers on an illustration. Who wouldn’t want more cash…
Read MoreWhat Are the Risks of Infinite Banking? The Myths, Truths, and Real Concerns
When most people first hear about Infinite Banking, one of the first questions that comes up is: “But what are the risks of Infinite Banking?” It’s a fair question. We live in a financial world where we’ve been conditioned to look for the fine print, the hidden traps, and the potential downsides of anything that…
Read MoreIs Infinite Banking a Sales Tactic? The Truth About Taking Back Control of Your Money
“Is Infinite Banking a sales tactic?” It’s one of the first questions we hear—and it’s a valid one. When I first encountered Infinite Banking, I wasn’t looking for a new strategy. I was simply trying to find a better place to store cash. Like many families, Lucas and I were putting our savings into gold…
Read More400 Episodes: Top Lessons About Wealth, Legacy, and Serving Families
How a Campfire Call Sparked a Financial Movement It started with a campfire. Lucas and I were out camping when I made a phone call that would unknowingly change the course of our lives and the lives of thousands of families:“Bruce, want to start a podcast?” As we looked back over the years, a theme…
Read MoreJesse Durham: How to Build a Lifestyle of Stewardship
A friend called and said four words that changed the trajectory of a young family’s finances: Becoming Your Own Banker. At that moment, Jesse Durham was a former cop turned Spanish teacher in North Carolina. New baby. Second on the way. About $50,000 of debt. A man raised to do what most of us were…
Read MoreHow to Use Whole Life Insurance Tax Strategies to Fund Your Legacy
What Most Families Miss About Whole Life Insurance Tax Strategies Most people miss the hidden power of whole life insurance tax strategies—and in doing so, they overpay in taxes and underfund their legacy. In today’s podcast episode, Bruce Wehner dives deep into how the tax code is designed to reward strategic behavior—and how you can…
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