136: Rachel Marshall and Bruce Wehner – Gain a Money Advantage


On this episode, we sat down with Rachel Marshall and Bruce Wehner, of the Money Advantage.

The Money Advantage is a team of financial freedom architects for wealth creators. Using their 3-step roadmap, you maximize your money by keeping more of what you make, protecting it, and turning it into cash-flowing assets. Their family office model brings you the concierge service usually reserved for the ultra-wealthy – a team of licensed professionals to coordinate every part of your financial life. This includes strategies for cash flow, long- term tax reduction, estate and business legal planning, creative whole life insurance strategies (Privatized Banking), and alternative investments.

Rachel Marshall is the Co-Founder, Chief Financial Educator, and Content Strategist of The Money Advantage. She is known for making money simple, fun, and doable. She’s currently writing a book about her near-death experience and how it became the springboard for her family’s multi-generational legacy of more than money.

Bruce Wehner is the Lead Advisor of The Money Advantage, where he designs and communicates the individualized solutions that help their clients increase cash flow and financial control. Bruce leans on his experience as an educator and varsity head coach, lifelong entrepreneur, and real estate investor. He is a Nelson Nash Institute Authorized Infinite Banking Practitioner who has been practicing Infinite Banking since his parents started his first policy when he was a young child.

Bruce and Rachel are the co-hosts of The Money Advantage podcast, the popular business and personal finance show.

Visit The Money Advantage here: themoneyadvantage.com

On this episode you will hear about:

* 3 infinite banking secrets for investors and entrepreneurs.
* How to earn a return on the same money in 2 places at the same time.
* 3 keys to maximize profitability without hustling or cutting back.
* 3 things investors need to know before using infinite banking.
* How you might be able to earn a return in two places at the same time with the same money.

Production Credits:
The Self Made Strategies Podcast is a SoftStix Productions LLC jawn. This episode was hosted, produced, and edited by Tony Lopes.  Rachel Marshall and Bruce Wehner joined us remotely, via Google Meet.

Executive Producer – Tony Lopes (SoftStix Productions LLC – info@softstixproductions.com)

Host – Tony Lopes

Guests – Rachel Marshall and Bruce Wehner

Editor – Tony Lopes

The Self Made Strategies Podcast is sponsored by CollegeCast LLC (www.collegecastpodcasts.com).

Make sure you subscribe to the Self Made Strategies Podcast on your favorite podcasting platform, so you can catch the latest episodes.

Copyright 2018 – 2021 SoftStix Productions LLC, all rights reserved.



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