The Money Advantage Podcast
Hosted by Bruce and Rachel · Bruce Wehner & Rachel Marshall | Family Banking Guides
4.7from 81 ratings
- 425
- Episodes
- 125
- Transcribed
- 81
- Ratings
- Daily
- Cadence
- 2018
- First episode
- 2M
- YouTube views
About The Money Advantage Podcast
The Money Advantage® Podcast helps successful, legacy-minded families turn wealth into stewardship, unity, and multigenerational impact through the Infinite Banking Concept, Family Banking, legacy planning, and cash flow strategies designed to last for generations. Hosted by Rachel Marshall and Bruce Wehner, Authorized IBC Practitioners, each episode helps you take control of your money, protect what matters, and create a financial system that supports your life today and your legacy tomorrow. You’ll learn how to use dividend-paying whole life insurance, tax-smart financial strategies, asset protection, estate planning, and intentional family leadership to build wealth with clarity, purpose, and stewardship. This podcast is for those who want to move beyond simply accumulating assets and start creating a family banking system that protects capital, prepares heirs, strengthens unity, and passes on wisdom with wealth.
- Publisher
- Bruce Wehner & Rachel Marshall | Family Banking Guides
- Category
- business · business · education
- Language
- en
- Explicit
- No
- First episode
- 14 May 2018
- Latest episode
- 5 Oct 2026
Latest episodes
125 of 425 episodes have a transcript.
5 Oct 2026TRANSCRIPT
What Is the Cash Surrender Value of Life Insurance? And Why You Probably Shouldn’t Use It
28 Sept 2026TRANSCRIPT
What an IUL Illustration Doesn’t Tell You: Guaranteed vs. Projected Values
21 Sept 2026TRANSCRIPT
How to Pass Down Family Wisdom Before Wealth Changes Hands
Inside a recent episode
What Is the Cash Surrender Value of Life Insurance? And Why You Probably Shouldn’t Use It
Published 5 Oct 2026 · Transcript excerpt
[…] Every single year, the company can change their projected dividend. And so today's dividend rate applied every single year going out for the next 40, 50, 60 years is not going to be an accurate reflection of exactly the performance of what you can expect going forward. It's an idea if today's dividend rate held for all of those years, which we know that it won't. But as Bruce mentioned, dividends are something that are highly likely to be paid. We just don't know exactly the amount of dividend and how that will be applied to your policy each year going forward. I guess what I was wanting to bring up was that that cash surrender value guaranteed, the guaranteed side would be if no dividends were ever added to the policy, that would be the amount that would be paid to you should you surrender a policy. […]
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Public platform figures. Ratings count people who left a rating, not total listeners.
- YouTube views
- 1,934,580
- Score snapshot 15 Sept 2025
- Apple Podcasts (US)
- 4.7 / 5
- 62 ratings
- Spotify
- 4.9 / 5
- 19 ratings
Podcast Authority Score: 87 / 100
A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.
- Quality
- 99
- Social presence
- 0
- YouTube
- 93
- Engagement
- 92
Contact The Money Advantage Podcast
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- Books guests
Based on episode analysis; this does not confirm that the show is currently accepting guests.
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Questions about The Money Advantage Podcast
Who hosts The Money Advantage Podcast?
Bruce and Rachel host the show. Published by Bruce Wehner & Rachel Marshall | Family Banking Guides.
How often do new episodes come out?
The show publishes daily, based on its RSS feed.
Does The Money Advantage Podcast take guests?
Yes. Guests have been identified in episode analyses.
Where can I read transcripts?
125 of 425 episodes have a transcript on Pod Engine. Full transcripts are available with a Pod Engine plan.
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