Posts by Rachel Marshall
What is Infinite Banking? Part 10: What Makes Infinite Banking Infinite?
Have you heard about Infinite Banking, and you want to learn more? Or maybe you’re already using Infinite Banking, but would like to explain it better to your family and friends. In past installments of the series, we’ve discussed how IBC works, and what it is. Today, we’re unpacking what makes infinite banking “infinite”. So…
Read MoreThe Multigenerational Family Business, with Dr. Dennis Jaffe
For an intended multigenerational family business to last past the first generation, the family must become a successful team. Professor, organizational consultant, family therapist, and family business consultant Dr. Dennis Jaffe joins us today. He has helped families overcome challenges that impede successfully transferring businesses, wealth, value, commitments, and legacies across generations. So, if you…
Read MoreWhat is the Infinite Banking Concept? Part 9: What Infinite Banking is NOT
Have you heard about Nelson Nash, Infinite Banking, and Becoming Your Own Banker … and want to learn more? Or maybe you’re already using Infinite Banking but would like to be able to explain it better to your spouse, parents, children, business partner, or friends. Today, we’re unpacking the fundamentals of the Infinite Banking Concept…
Read MoreThe Bible and Money, with Rabbi Daniel Lapin
Do you want answers from the Bible about making more money and prospering financially? The Bible has a lot to teach us about money. Today, Rabbi Daniel Lapin is back to discuss Biblical principles. For example, he’ll discuss principles that you can apply to increase your revenue. He also shares how the Bible guides you…
Read MoreWhat is the Infinite Banking Concept? Part 8: What Can I DO With Infinite Banking?
Have you heard about Nelson Nash Infinite Banking, and Becoming Your Own Banker and you want to learn more? Or maybe you’re already using the Infinite Banking concept, but would like to explain it better to your spouse, your parents, your children, your business partner, or friends. Today, we’re unpacking the fundamentals of the Infinite…
Read MoreUsing Reverse Mortgages in a Responsible Retirement Income Plan, with Dr. Wade Pfau
Reverse mortgages are becoming more mainstream. But to benefit from using one, you need to understand how to incorporate it into a responsible retirement income plan. So exactly what is a reverse mortgage? What role should it fill in your retirement planning? And should you open a reverse mortgage early or as a last resort? To…
Read MoreInfinite Banking, Part 7: What is a Life Insurance Policy Loan?
Are you wondering what is a life insurance policy loan, and how can it help you? Or maybe you’re already using Infinite Banking, but would like to explain it better to your spouse, your parents, your children, business partner, or friends. Today, we’re unpacking the truth about the Infinite Banking Concept and the power of…
Read MoreInfinite Banking in Canada
This week, we had the pleasure of joining our Canadian friends on the Wealth Without Bay Street podcast. In this episode we talk about our business, and how we can apply the principles of infinite banking in Canada. If you’ve ever wondered how The Money Advantage got its start, how our perspective has shifted on…
Read MoreSecrets to a Strong Family Culture, with Jeremy Pryor
Culture matters in the corporate world. It drives profitability and retention, reduces turnover, and leads to higher job satisfaction. But the family is an arena where the stakes are even higher. Without a strong family culture, all your plans, strategy, and even your legacy will fall apart. That’s why it’s time to dedicate yourself to…
Read MoreReverse Mortgage Explained, with Mike Stanley
Could a reverse mortgage help you reach your income goals? How do reverse mortgages work? Is a reverse mortgage good or bad? Today, we’re talking with Mike Stanley, Regional Senior Lending Sale Manager for Thrive Mortgage. He shares everything you need to know about reverse mortgages explained. So, if you want to understand just how…
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