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Posts by Rachel Marshall

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

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,…

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Bob Fraser: Real Estate Notes with Aspen Funds

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…

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Why You Shouldn’t Retire

Retirement: Why You Shouldn't Retire

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…

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The Truth About IULs, with Todd Langford

The Truth About IULs, with Todd Langford

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…

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What to Do With Tax-Deferred Investments for Business Owners

Tax-Deferred Investments

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. 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…

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Why It’s Not Risky to Invest in Your Business

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…

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Stress-free Property Management, with Jon Michaels of Renters Warehouse

Renters Warehouse, Jon Michaels

In today’s show, we interview Jon Michaels, VP of Portfolio Services at Renters Warehouse.  Renters Warehouse is America’s largest, full-service real estate firm for Single-Family Rental homes.  They offer listing, investing, and renting services all under one roof.  Renters Warehouse believes that clients deserve a partner to help them execute on their investment strategy with…

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Indexed Universal Life: Dangerous Truths About IUL Risks

Indexed Universal Life Insurance - Dangerous Truths About IUL Risks

Indexed Universal Life Insurance can seem attractive.  At some point in your Infinite Banking research, you’ve probably even heard about using IULs instead of whole life insurance.  Consequently, we get a lot of questions about whether IULs are better than whole life insurance.  Usually, this is because the illustrated values are better than for whole…

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