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The Money Advantage Podcast

Bruce Wehner & Rachel Marshall

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The Money Advantage Podcast
The Money Advantage Podcast

The Money Advantage Podcast

Bruce Wehner & Rachel Marshall

1
Followers
0
Plays
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Personal Finance for the Entrepreneurially-Minded!

Latest Episodes

One Powerful Question to Maximize Freedom and Control – A Client’s Story: Dr. Lee and Candice Matthis

https://www.youtube.com/watch?v=ZbMjI2kSfxM In today’s show, we highlight Dr. Lee and Candice Matthis and their inspiring story. Dr. Lee Matthis is a chiropractor working with Tuck Clinic, a large practice in southwestern Virginia, and plays a significant role in improving the profession and healthcare in general through consulting and clinic management and his work with the UVCA. His wife, Candice, recently transitioned from full-time homeschooling mom to an account representative role with Home2Close, a real estate software company that automates the closing process for real estate professionals. She’s also an up-and-coming podcaster with twoalphagals, helping others understand and navigate alpha-gal, a life-altering, tick-bite-induced allergy. Lee and Candice love personal development, minimalism, slow food, Hokies games, and creating high-quality experiences with their family. After achieving a level of financial success and status, including a 4,000 square foot home, two luxury cars, and a lot of “stuff,” Lee and Candice realized that they were still unfulfilled, out of control, and living paycheck to paycheck. They began redesigning their lives by asking a poignant question in every area of their life: “Is this serving us?” They wanted more control in their lives, and that required hard decisions and giving up the external display of success, so they could begin crafting the life that they wanted. A life filled with rich experiences to treasure, and that would give them the ability to stop trading time for money in the future. Listen to their why, their decisions, their hard choices, and the beautiful outcomes from intentionally focusing their life on what really matters. You’ll hear about how they’re using Privatized Banking. But more than that, you’ll see how they’re maximizing the usage of their money by taking control of their financial life, so they can produce real wealth that lasts. Where Does Privatized Banking Fit into the Cash Flow System? Privatized Banking is one of the most important parts of your entire Cash Flow System. However, it’s just one step in the bigger journey to time and money freedom. You need all the pieces in place to produce wealth systematically. That's why we have created the 3-stepBusiness Owner's Cash Flow System. It's your roadmap to take you from just surviving, to a life of significance, purpose, and financial freedom. The first stage is the foundation. You keep more of the money you make by fixing money leaks, becoming more efficient and profitable.Then, you protect your money with insurance and legal protection andPrivatized Banking.Finally, you put your money to work, increasing your income with cash-flowing assets. Dr. Lee and Candice Matthis Conversation Highlights

61 MIN2 d ago
Comments
One Powerful Question to Maximize Freedom and Control – A Client’s Story: Dr. Lee and Candice Matthis

The Economic Value of Certainty, by Les McGuire (Reviewed)

https://youtu.be/IPx67iyWcWY Les McGuire reveals a timeless truth about the economic value of certainty that goes back as far as scripture. It’s that to have the highest chance of flourishing, you need certainty, guarantees, and stability. In Jesus’ parable of the wise and foolish builders, the wise man’s house on the solid rock withstood storms. He was able to go on with life the very next day and continue his livelihood of exchanging in the marketplace. However, the foolish man’s house on the shifting sand “collapsed with a mighty crash.” He would have had to spend time, money, and energy sorting out the mess, rebuilding, and finding a way to live in the interim. But the storm didn’t cause the advantage for the wise man – it just revealed his leverage point. The wise man’s confidence came from certainty in his life. What if there had never been a storm, floodwaters, and winds to test the quality of their workmanship? Can you imagine the character and mental state of each ...

49 MIN1 w ago
Comments
The Economic Value of Certainty, by Les McGuire (Reviewed)

Creating Time and Money Freedom with Real Estate, Anna Kelley, REI Mom

https://youtu.be/g8CJGk3IVNk In today’s show, we’re interviewing Anna Kelley. She's a real estate investor who has created time and money freedom. And, she's the founder of REI Mom, helping women create a legacy through real estate investing. Where Real Estate Fits into the Cash Flow System Here at The Money Advantage, we are a community of wealth creators taking control of our lives and financial destiny. It’s not enough to just make a great income. You have to figure out how to keep more, protect that money, and finally, increase and make more through the right investing decisions. That’s why we have created the 3-step Business Owner’s Cash Flow System. It’s your roadmap to take you from just surviving, to a life of significance, purpose, and financial freedom. The first step is keeping more of the money you make by fixing money leaks, becoming more efficient and profitable. Then, you’ll protect your money with insurance and legal protection, andPrivatized Banking. Finally,...

59 MIN2 w ago
Comments
Creating Time and Money Freedom with Real Estate, Anna Kelley, REI Mom

Are We at the Top of the Market? How to NOT Lose Money

After seeing an upward trend in the markets over the past decade, you may be concerned that we’re at the top of the market cycle. Many people are feeling the volatility and uncertainty. How do economic factors direct your decision-making? Should you stay in for the long haul and ride it out? In today’s show, we address these concerns and show you how to not lose sleep and not lose money. You’ll stop feeling the impending sense of crisis and be able to focus on building your wealth goals, regardless of the market, instead. Where Does Investing Fit into the Cash Flow System? We’ve developed the 3-stepBusiness Owner's Cash Flow System as your roadmap to go from just surviving, to a life of significance, purpose, and financial freedom. The first stage is the foundation. You first keep more of the money you make by fixing money leaks, becoming more efficient and profitable.Then, you protect your money with insurance and legal protection andPrivatized Banking.Finally, you put your mon...

36 MIN3 w ago
Comments
Are We at the Top of the Market? How to NOT Lose Money

Bob Fraser: Real Estate Notes with Aspen Funds

https://youtu.be/wymV-ro4P_w In today’s show, we’re interviewing Bob Fraser, Co-Founder and CFO of Aspen Funds. Aspen Funds operates several private investment funds in real estate notes for accredited investors, offering a real estate backed opportunity with low volatility, high returns, and comparatively high liquidity. Where Alternative Investments Fit into the Cash Flow System Here at The Money Advantage, we are a community of wealth creators who are entrepreneurially-minded business owners taking control of our lives and financial destiny. It’s not enough to just make a great income. You have to figure out how to keep more, protect that money, and finally, increase and make more through the right investing decisions. That’s why we have created the 3-step Business Owner’s Cash Flow System. It’s your roadmap to take you from just surviving, to a life of significance, purpose, and financial freedom. The first step is keeping more of the money you make by fixing money leaks, ...

56 MINNOV 11
Comments
Bob Fraser: Real Estate Notes with Aspen Funds

Why You Shouldn’t Retire

https://youtu.be/9xx_twfkmWY Retirement seems top of mind in almost every financial endeavor in our culture. It’s this buzzword at the culmination of all your financial pursuits, as if it’s the thing we all must strive for, and the trophy of financial success. The endpoint. The goal. The place where we get when we have finally “arrived.” Financial success seems to mean being able to retire well.There are retirement plans, retirement savings, retirement communities, and retirement parties.Admittedly, it’s pretty alluring to imagine spending your time relaxing with your feet up, snowbirding, vacationing to tropical destinations, and playing golf. But what if you are a business owner who’s spent your entire life building a business? You’ve called upon your inner strength at defining moments, evolved as a human, elevated others through your service, and crafted your legacy.Your business is an extension of you and your best work. How do you think about retirement if you’re a busi...

44 MINNOV 4
Comments
Why You Shouldn’t Retire

The Truth About IULs, with Todd Langford

https://youtu.be/9z9uvl23YH4 In today’s show, Todd Langford joins us to dig deeper into Indexed Universal Life. He is the CEO and developer of Truth Concepts financial calculators, better known as a financial Truth Teller. In this valuable conversation, we uncover the fundamental uncertainty of indexed universal life insurance further. Recently, we had a conversation about the risks of Indexed Universal Life. I know this isn’t a popular view. Indexed Universal Life policies appear attractive because of the widespread perception of their safety and growth rate. That’s why it’s more critical than ever to talk about the warning lights to ensure you have the information to make the best decisions. Because it doesn’t matter how great something looks on the outside. If it’s just a façade, but the structure is unstable, wouldn’t you want to know? If these policies start great, but decline and grow progressively weaker with time, wouldn’t that be something you’d like to know upfro...

65 MINOCT 28
Comments
The Truth About IULs, with Todd Langford

What to Do With Tax-Deferred Investments for Business Owners

Tax deferral may seem like the epitome of smart financial planning. But tax-deferred investments can be a tricky trap like the spiderwebs that caught Frodo in Lord of the Rings. https://www.youtube.com/watch?v=u322ezhxotg How should you think about retirement accounts if you’re a business owner? In today’s conversation, we answer: * What is tax deferral?* What are the underlying assumptions that make this advice so widespread and common?* When should I pay tax now, and when should I defer tax instead? Then, we’ll give you the most important questions to decide whether you should postpone tax. We’ll show you why business owners should think twice before using tax-deferred investment accounts. And, we'll talk about the one circumstance in which deferring tax could benefit you. You’ll gain clarity to find strategies that work best in your particular circumstance, to achieve your objectives. What if you’re not a business owner? This conversation still applies to you because tax de...

48 MINOCT 21
Comments
What to Do With Tax-Deferred Investments for Business Owners

Tax Savings Strategies for Doctors, Dentists, and Chiropractors

In today’s show, we interview Dustin Griffiths, tax strategist with Kings Tax and Accounting. We’ve had him on the show twice before because taxes are a key area that we see over and over again that business owners of all types are leaking money. Let’s bring this into perspective for a minute. If you were overpaying your tax bill by $10K, $20K, or $50K because you didn’t know how to interpret the thousands of pages of the tax code, when would you want to know? What could you do if you kept an extra $10K, $20K, or $50K of the money you made, instead of owing it in taxes? And if it took a very special person to understand the tax code and be able to help you apply it proactively, so that you stop overpaying this year and every year going forward, how far would you go to find them? We’re about to shorten your path to tax savings because Dustin has been putting more money back in business owner’s pockets for years. Dustin’s experience is so valuable because it means he understand...

65 MINOCT 14
Comments
Tax Savings Strategies for Doctors, Dentists, and Chiropractors

Why It’s Not Risky to Invest in Your Business

Investing in your business can be one of the most focused, strategic, and productive financial decisions you can make. If the environment and the indicators are right. That’s because your business is one of your best investments. However, if you listen to the conventional perspective of typical financial planning, you’ll be led to believe just the opposite. A recent conversation highlights this prevailing mindset perfectly. After speaking to a roomful of business owners, I talked with one successful business owner. He remarked, “It’s risky to invest in your business. After all, most businesses fail, and it’s better to invest your money with people who know what they’re doing.” He's not entirely wrong, and we're all entitled to our own opinion. However, this is a limiting belief that often holds business owners back from reaching their financial potential. It’s like they have each foot in two separate worlds. They’re building their business with their time, energy, and menta...

44 MINOCT 7
Comments
Why It’s Not Risky to Invest in Your Business

Latest Episodes

One Powerful Question to Maximize Freedom and Control – A Client’s Story: Dr. Lee and Candice Matthis

https://www.youtube.com/watch?v=ZbMjI2kSfxM In today’s show, we highlight Dr. Lee and Candice Matthis and their inspiring story. Dr. Lee Matthis is a chiropractor working with Tuck Clinic, a large practice in southwestern Virginia, and plays a significant role in improving the profession and healthcare in general through consulting and clinic management and his work with the UVCA. His wife, Candice, recently transitioned from full-time homeschooling mom to an account representative role with Home2Close, a real estate software company that automates the closing process for real estate professionals. She’s also an up-and-coming podcaster with twoalphagals, helping others understand and navigate alpha-gal, a life-altering, tick-bite-induced allergy. Lee and Candice love personal development, minimalism, slow food, Hokies games, and creating high-quality experiences with their family. After achieving a level of financial success and status, including a 4,000 square foot home, two luxury cars, and a lot of “stuff,” Lee and Candice realized that they were still unfulfilled, out of control, and living paycheck to paycheck. They began redesigning their lives by asking a poignant question in every area of their life: “Is this serving us?” They wanted more control in their lives, and that required hard decisions and giving up the external display of success, so they could begin crafting the life that they wanted. A life filled with rich experiences to treasure, and that would give them the ability to stop trading time for money in the future. Listen to their why, their decisions, their hard choices, and the beautiful outcomes from intentionally focusing their life on what really matters. You’ll hear about how they’re using Privatized Banking. But more than that, you’ll see how they’re maximizing the usage of their money by taking control of their financial life, so they can produce real wealth that lasts. Where Does Privatized Banking Fit into the Cash Flow System? Privatized Banking is one of the most important parts of your entire Cash Flow System. However, it’s just one step in the bigger journey to time and money freedom. You need all the pieces in place to produce wealth systematically. That's why we have created the 3-stepBusiness Owner's Cash Flow System. It's your roadmap to take you from just surviving, to a life of significance, purpose, and financial freedom. The first stage is the foundation. You keep more of the money you make by fixing money leaks, becoming more efficient and profitable.Then, you protect your money with insurance and legal protection andPrivatized Banking.Finally, you put your money to work, increasing your income with cash-flowing assets. Dr. Lee and Candice Matthis Conversation Highlights

61 MIN2 d ago
Comments
One Powerful Question to Maximize Freedom and Control – A Client’s Story: Dr. Lee and Candice Matthis

The Economic Value of Certainty, by Les McGuire (Reviewed)

https://youtu.be/IPx67iyWcWY Les McGuire reveals a timeless truth about the economic value of certainty that goes back as far as scripture. It’s that to have the highest chance of flourishing, you need certainty, guarantees, and stability. In Jesus’ parable of the wise and foolish builders, the wise man’s house on the solid rock withstood storms. He was able to go on with life the very next day and continue his livelihood of exchanging in the marketplace. However, the foolish man’s house on the shifting sand “collapsed with a mighty crash.” He would have had to spend time, money, and energy sorting out the mess, rebuilding, and finding a way to live in the interim. But the storm didn’t cause the advantage for the wise man – it just revealed his leverage point. The wise man’s confidence came from certainty in his life. What if there had never been a storm, floodwaters, and winds to test the quality of their workmanship? Can you imagine the character and mental state of each ...

49 MIN1 w ago
Comments
The Economic Value of Certainty, by Les McGuire (Reviewed)

Creating Time and Money Freedom with Real Estate, Anna Kelley, REI Mom

https://youtu.be/g8CJGk3IVNk In today’s show, we’re interviewing Anna Kelley. She's a real estate investor who has created time and money freedom. And, she's the founder of REI Mom, helping women create a legacy through real estate investing. Where Real Estate Fits into the Cash Flow System Here at The Money Advantage, we are a community of wealth creators taking control of our lives and financial destiny. It’s not enough to just make a great income. You have to figure out how to keep more, protect that money, and finally, increase and make more through the right investing decisions. That’s why we have created the 3-step Business Owner’s Cash Flow System. It’s your roadmap to take you from just surviving, to a life of significance, purpose, and financial freedom. The first step is keeping more of the money you make by fixing money leaks, becoming more efficient and profitable. Then, you’ll protect your money with insurance and legal protection, andPrivatized Banking. Finally,...

59 MIN2 w ago
Comments
Creating Time and Money Freedom with Real Estate, Anna Kelley, REI Mom

Are We at the Top of the Market? How to NOT Lose Money

After seeing an upward trend in the markets over the past decade, you may be concerned that we’re at the top of the market cycle. Many people are feeling the volatility and uncertainty. How do economic factors direct your decision-making? Should you stay in for the long haul and ride it out? In today’s show, we address these concerns and show you how to not lose sleep and not lose money. You’ll stop feeling the impending sense of crisis and be able to focus on building your wealth goals, regardless of the market, instead. Where Does Investing Fit into the Cash Flow System? We’ve developed the 3-stepBusiness Owner's Cash Flow System as your roadmap to go from just surviving, to a life of significance, purpose, and financial freedom. The first stage is the foundation. You first keep more of the money you make by fixing money leaks, becoming more efficient and profitable.Then, you protect your money with insurance and legal protection andPrivatized Banking.Finally, you put your mon...

36 MIN3 w ago
Comments
Are We at the Top of the Market? How to NOT Lose Money

Bob Fraser: Real Estate Notes with Aspen Funds

https://youtu.be/wymV-ro4P_w In today’s show, we’re interviewing Bob Fraser, Co-Founder and CFO of Aspen Funds. Aspen Funds operates several private investment funds in real estate notes for accredited investors, offering a real estate backed opportunity with low volatility, high returns, and comparatively high liquidity. Where Alternative Investments Fit into the Cash Flow System Here at The Money Advantage, we are a community of wealth creators who are entrepreneurially-minded business owners taking control of our lives and financial destiny. It’s not enough to just make a great income. You have to figure out how to keep more, protect that money, and finally, increase and make more through the right investing decisions. That’s why we have created the 3-step Business Owner’s Cash Flow System. It’s your roadmap to take you from just surviving, to a life of significance, purpose, and financial freedom. The first step is keeping more of the money you make by fixing money leaks, ...

56 MINNOV 11
Comments
Bob Fraser: Real Estate Notes with Aspen Funds

Why You Shouldn’t Retire

https://youtu.be/9xx_twfkmWY Retirement seems top of mind in almost every financial endeavor in our culture. It’s this buzzword at the culmination of all your financial pursuits, as if it’s the thing we all must strive for, and the trophy of financial success. The endpoint. The goal. The place where we get when we have finally “arrived.” Financial success seems to mean being able to retire well.There are retirement plans, retirement savings, retirement communities, and retirement parties.Admittedly, it’s pretty alluring to imagine spending your time relaxing with your feet up, snowbirding, vacationing to tropical destinations, and playing golf. But what if you are a business owner who’s spent your entire life building a business? You’ve called upon your inner strength at defining moments, evolved as a human, elevated others through your service, and crafted your legacy.Your business is an extension of you and your best work. How do you think about retirement if you’re a busi...

44 MINNOV 4
Comments
Why You Shouldn’t Retire

The Truth About IULs, with Todd Langford

https://youtu.be/9z9uvl23YH4 In today’s show, Todd Langford joins us to dig deeper into Indexed Universal Life. He is the CEO and developer of Truth Concepts financial calculators, better known as a financial Truth Teller. In this valuable conversation, we uncover the fundamental uncertainty of indexed universal life insurance further. Recently, we had a conversation about the risks of Indexed Universal Life. I know this isn’t a popular view. Indexed Universal Life policies appear attractive because of the widespread perception of their safety and growth rate. That’s why it’s more critical than ever to talk about the warning lights to ensure you have the information to make the best decisions. Because it doesn’t matter how great something looks on the outside. If it’s just a façade, but the structure is unstable, wouldn’t you want to know? If these policies start great, but decline and grow progressively weaker with time, wouldn’t that be something you’d like to know upfro...

65 MINOCT 28
Comments
The Truth About IULs, with Todd Langford

What to Do With Tax-Deferred Investments for Business Owners

Tax deferral may seem like the epitome of smart financial planning. But tax-deferred investments can be a tricky trap like the spiderwebs that caught Frodo in Lord of the Rings. https://www.youtube.com/watch?v=u322ezhxotg How should you think about retirement accounts if you’re a business owner? In today’s conversation, we answer: * What is tax deferral?* What are the underlying assumptions that make this advice so widespread and common?* When should I pay tax now, and when should I defer tax instead? Then, we’ll give you the most important questions to decide whether you should postpone tax. We’ll show you why business owners should think twice before using tax-deferred investment accounts. And, we'll talk about the one circumstance in which deferring tax could benefit you. You’ll gain clarity to find strategies that work best in your particular circumstance, to achieve your objectives. What if you’re not a business owner? This conversation still applies to you because tax de...

48 MINOCT 21
Comments
What to Do With Tax-Deferred Investments for Business Owners

Tax Savings Strategies for Doctors, Dentists, and Chiropractors

In today’s show, we interview Dustin Griffiths, tax strategist with Kings Tax and Accounting. We’ve had him on the show twice before because taxes are a key area that we see over and over again that business owners of all types are leaking money. Let’s bring this into perspective for a minute. If you were overpaying your tax bill by $10K, $20K, or $50K because you didn’t know how to interpret the thousands of pages of the tax code, when would you want to know? What could you do if you kept an extra $10K, $20K, or $50K of the money you made, instead of owing it in taxes? And if it took a very special person to understand the tax code and be able to help you apply it proactively, so that you stop overpaying this year and every year going forward, how far would you go to find them? We’re about to shorten your path to tax savings because Dustin has been putting more money back in business owner’s pockets for years. Dustin’s experience is so valuable because it means he understand...

65 MINOCT 14
Comments
Tax Savings Strategies for Doctors, Dentists, and Chiropractors

Why It’s Not Risky to Invest in Your Business

Investing in your business can be one of the most focused, strategic, and productive financial decisions you can make. If the environment and the indicators are right. That’s because your business is one of your best investments. However, if you listen to the conventional perspective of typical financial planning, you’ll be led to believe just the opposite. A recent conversation highlights this prevailing mindset perfectly. After speaking to a roomful of business owners, I talked with one successful business owner. He remarked, “It’s risky to invest in your business. After all, most businesses fail, and it’s better to invest your money with people who know what they’re doing.” He's not entirely wrong, and we're all entitled to our own opinion. However, this is a limiting belief that often holds business owners back from reaching their financial potential. It’s like they have each foot in two separate worlds. They’re building their business with their time, energy, and menta...

44 MINOCT 7
Comments
Why It’s Not Risky to Invest in Your Business
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