Posts by Rachel Marshall
Family Summit End-of-Year Strategies: Planning for Multigenerational Success
There’s a saying that “family isn’t just important, it’s everything.” This rings true for my family, the Marshalls, who are committed to creating an enduring legacy that will reach beyond our generation. On a recent episode of our podcast, we gave listeners an intimate look into our yearly tradition – the Marshall Family Summit. Joined…
Read MoreBecoming Your Own Banker, Part 20: How to Live on Purpose
Are you unhappy with your job because you want more fulfillment and meaning out of life? Most people think retirement is the answer. But rather than delivering on its promises, retirement is a trap. Instead, you must learn to live on purpose. Prepare to unearth the secrets of living a life of purpose and financial…
Read MoreBecoming Your Own Banker, Part 19: The Retirement Trap
Prepare to see retirement in a new light as we dissect the traditional financial paradigm and question the perceived desirability of retirement. We promise to challenge your current beliefs and open your eyes to the pitfalls of relying solely on government plans for a secure financial future, and why we call it the retirement trap.…
Read MoreBecoming Your Own Banker, Part 18: 3 Things You Need to Get Started with Infinite Banking
Change isn’t easy. It’s almost always more comfortable to stay the same than it is to do something new. What if the secret to financial freedom was already within your grasp, waiting for you to seize it? That’s exactly what this episode of our podcast is about: the Infinite Banking Concept and the important role…
Read MoreBecoming Your Own Banker, Part 17: IBC Capitalization with Equipment Financing
Infinite Banking gives you the advantages of cash value, dividends, and a death benefit that all grow over time, making a policy more and more attractive the longer you have it. And the methods to fund your policy are as unique as you are. Because you have a need to pay for things during your…
Read MoreSeven Generations Legacy Book Launch
In this episode, we discuss how our new book, “Seven Generations Legacy,” serves as a guide to creating a lasting legacy for future generations. The discussion emphasized the significance of leaving behind more than just material wealth. In the world of wealth management and estate planning, the term “legacy” is often used to refer to…
Read MoreSuccessful Parenting for Prosperous Families, with Dr. Lee Hausner
The glitz and glamour of the affluent world may seem highly appealing with its endless opportunities and vast resources. However, successful parenting within this context can present unique and sometimes complex challenges. This complexity stems from the need to balance comfort and indulgence with long-term development and well-being. In this episode, renowned expert Dr. Lee…
Read MoreBecoming Your Own Banker, Part 16: Controlling the Banking Function
Prepare to elevate your financial game as we unravel the infinite secrets in Nelson Nash’s Infinite Banking concept. Promise yourself a brighter financial future armed with the knowledge of how you can start controlling the banking function in your life, maximizing your cash value, and creating a lasting legacy. We’ll reveal how to strategically capitalize…
Read MoreBecoming Your Own Banker, Part 15: How to Pay More Infinite Banking Premiums
Unlock the secrets to infinite banking in this power-packed episode. We guide you through the intricate steps of using whole life insurance as a tool to gain financial freedom, inspired by Nelson Nash’s groundbreaking book, “Becoming Your Own Banker”. Learn the advantages and drawbacks of this system, and pick up practical tips on finding more…
Read MoreEmbracing the Infinite Banking Concept, with Becca Wilhite
Join us on an enlightening journey with our guest, Becca Wilhite, a certified IBC practitioner, as we explore her personal path into the world of the Infinite Banking Concept and the IBC Practitioners Program. From a basketball player to a worship leader, Becca’s eclectic background is fascinating, and her initial skepticism towards life insurance is…
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