Estate Planning 101: Protecting Your Loved Ones

estate planning 101

Can you confidently say your family’s financial future is protected? Staring down the barrel of a life-altering moment, I was forced to confront the fragility of existence and the critical importance of having one’s affairs in order. That harrowing experience became a catalyst for today’s soul-searching episode of the Money Advantage podcast, where we navigate…

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How to Protect Your Lifestyle with Insurance – Meaghan Dowd

How to Protect Your Lifestyle with Insurance

Insurance may often seem like an enigma, a complex puzzle that’s challenging to decipher. You’re not alone in feeling this way. However, understanding insurance isn’t just a necessity; it’s the foundation for securing your financial future. Learn how to protect your lifestyle with insurance. In our most recent podcast episode, we were delighted to have…

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Marshall Family Banking System, Pt. 4

Marshall Family Banking System Pt. 4

Want to see the real-time historical performance of the Infinite Banking Concept?  Usually, when you hear about policy performance, it’s from looking at illustrations. But illustrations aren’t “performance,” they are projections of future growth, based on current dividends and interest. That’s why we love getting the opportunity to share the actual historical performance of Infinite Banking…

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Seven Generations Legacy Book Launch

Seven Generations Legacy

In this episode, we discuss how our new book, “Seven Generations Legacy,” serves as a guide to creating a lasting legacy for future generations. The discussion emphasized the significance of leaving behind more than just material wealth.  In the world of wealth management and estate planning, the term “legacy” is often used to refer to…

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Successful Parenting for Prosperous Families, with Dr. Lee Hausner

The glitz and glamour of the affluent world may seem highly appealing with its endless opportunities and vast resources. However, successful parenting within this context can present unique and sometimes complex challenges. This complexity stems from the need to balance comfort and indulgence with long-term development and well-being. In this episode, renowned expert Dr. Lee…

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Infinite Banking and the Social Media Industry, with Mich Hancock

Mich Hancock

Want to hear from a business owner like you who is using Infinite Banking in their personal and business financial strategy? Today, we’re talking with Mich Hancock, a social media marketing professional familiar with LinkedIn, TEDx, and CEO of the digital marketing agency 100th Monkey. So, if you would like to hear about a client’s…

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18 Summers, with Jim Sheils

18 Summers

You only have 18 summers with your kids. How will you make them count? Today, we’re talking with Jim Sheils of 18 Summers and author of The Family Boardroom. We’re digging into how you—the entrepreneur, business owner, and busy parent—can deepen your relationship with your child. So, if you want to create lifelong connections, trust,…

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The Multigenerational Family Business, with Dr. Dennis Jaffe

multigenerational family business Dennis Jaffe

For an intended multigenerational family business to last past the first generation, the family must become a successful team. Professor, organizational consultant, family therapist, and family business consultant Dr. Dennis Jaffe joins us today. He has helped families overcome challenges that impede successfully transferring businesses, wealth, value, commitments, and legacies across generations. So, if you…

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