Posts by Rachel Marshall
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 MoreJesse Durham: How to Build a Lifestyle of Stewardship
A friend called and said four words that changed the trajectory of a young family’s finances: Becoming Your Own Banker. At that moment, Jesse Durham was a former cop turned Spanish teacher in North Carolina. New baby. Second on the way. About $50,000 of debt. A man raised to do what most of us were…
Read MoreHow to Use Whole Life Insurance Tax Strategies to Fund Your Legacy
What Most Families Miss About Whole Life Insurance Tax Strategies Most people miss the hidden power of whole life insurance tax strategies—and in doing so, they overpay in taxes and underfund their legacy. In today’s podcast episode, Bruce Wehner dives deep into how the tax code is designed to reward strategic behavior—and how you can…
Read MoreShort-Pay vs Long-Pay Life Insurance: How to Build a Powerful Infinite Banking System That Lasts Generations
What’s Really at Stake When it comes to short-pay vs long-pay life insurance, the question isn’t just about convenience—it’s about control, options, and legacy. In this article, you’ll learn: Let’s pull back the curtain on what really creates a robust, long-term infinite banking system. The Iceberg We’ve All Missed We’ve heard it so many times—”I…
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 MoreHow One Family Mastered Legacy Planning for Families Without Sacrificing Unity or Values
The Power of a Love Letter When Shannon sat down to write her love letters to her children, she didn’t expect just how meaningful the process would be. What began as a simple act of putting words on paper quickly became one of the most profound steps in her family’s legacy journey. The letters reflected…
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 MoreHow Much Life Insurance Do I Need? Ask This Instead
How Much Life Insurance Do I Need? Why That’s the Wrong Question If you’ve ever asked, “How much life insurance do I need?”—you’re not alone. It’s a common starting point. But in this article, Bruce and I (Rachel) want to challenge that question and offer something better. Because “need” is often based on a survival…
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