Posts Tagged ‘Wealth Is a Team Sport’
Michael Cole on Wealth, Legacy, and the True Impact of Money
A Story That Changes the Way You See Wealth When Bruce and I sat down with Michael Cole for The Money Advantage Podcast, the conversation didn’t just scratch the surface of wealth management—it went straight to the heart of what wealth really means. Here’s a man who has advised families with an average net worth…
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 MoreSLAT vs ILIT for High Net Worth Estate Planning: Which One Protects Your Legacy Best?
SLAT vs ILIT for High Net Worth Estate Planning isn’t just a legal distinction—it’s a strategic decision that could determine how well your wealth serves your family, both now and for generations to come. We were deep into a conversation with Andrew Howell, one of the foremost estate planning attorneys in the country, when he…
Read MoreQuestions a Good Financial Advisor Should Ask (But Most Don’t)
I’ll never forget Bruce’s story about his car—check engine light on, a mechanic insisted it needed a $1,500 catalytic converter. Bruce knew better and fixed it by simply tightening the gas cap. That story isn’t just about auto repair; it perfectly illustrates why questions a good financial advisor should ask matter. Without probing, you might…
Read MoreSpouse Financial Preparedness: Ensure Your Partner Can Flourish—Not Fumble
I’ll never forget the moment my co‑host Bruce Wehner shared a powerful story: Nelson told his wife, Mary, “I need to teach you how to be a widow.” That striking phrase stopped us in our tracks. It wasn’t morbid—it was strategic. Nelson recognized that spouse financial preparedness is the cornerstone of true legacy planning. If…
Read MoreAlign Wealth With Values Through Faith-Based Legacy Planning
There’s a story Buffy Ruthardt shared that still gives me chills. She and her husband Darren were on a drive, just processing life and legacy—wondering aloud what it might look like for their children to live in their inheritance while they were still alive. Not just financially, but spiritually, relationally, and generationally. It was a…
Read MoreBuilding an Exceptional Life
What does it take to build a life of true success? Not just financial wealth, but success in all areas—business, family, health, faith, and relationships? If you’ve ever felt like you’re hitting a ceiling in one or more areas of your life, this is for you. In a recent episode of The Money Advantage Podcast,…
Read MoreGold as the Ultimate Wealth Insurance – How to Protect Your Financial Future
Imagine waking up one day to find that everything around you—groceries, gas, housing—costs significantly more than it did yesterday. Your savings, your income, and everything you’ve worked hard to build are suddenly worth less in terms of purchasing power. This is the harsh reality of inflation, a silent wealth destroyer that erodes the value of…
Read MoreIs 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 rich? Is this really something I can use? Or is it just a strategy…
Read MoreThe Power of Family Meetings: Building a Multigenerational Legacy of Wealth and Unity
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…
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