Posts by Rachel Marshall
Family Banking Formula & Whole Life Insurance
Securing generational wealth has never been more critical in today’s rapidly evolving financial landscape. It’s not just about safeguarding our financial future; it’s about leaving behind a legacy that can provide security and opportunity for generations to come. In this episode, we dive into the Family Banking Formula concept on The Money Advantage podcast. The…
Read MoreShort-Term Rentals, with Marilynn Taylor
Is the age of short-term rentals over? If you ask Marilynn Taylor, who coaches investors on successful short-term rental investments, the answer is a resounding no. All it takes is a true understanding of the market and the customer who is seeking a short-term rental. In this insightful conversation with Marilynn, we learn how her…
Read MoreBeaver Bankers: Build Financial Dams for Future Generations
What happens when you balance rigorous research with actionable steps in financial education? Drawing inspiration from Nelson Nash’s teachings and Becca Wilhite’s book “Beaver Bankers,” we explore how building your own financial dam can help you navigate the overwhelming flood of social media content. We’ll highlight the importance of wisdom over information and how to…
Read MoreKey 16 Habits of Rich People
What sets apart the people who are wealthy and successful from those who struggle with money their whole lives? What are the Key Habits of Rich People? It’s not luck. Some people were familiar with wealthy habits, and some learned them. Today, we’re talking about the fundamental habits and disciplines of an ordered life. What if…
Read MoreTop 9 Worst Infinite Banking Mistakes
Infinite Banking has the potential to transform your family’s financial life. However, as this powerful financial concept has risen in popularity, so have the messages that deviate from the original design and intent. Understanding infinite banking as Nelson Nash intended becomes all the more important, as it allows you to recognize the worst infinite banking…
Read MoreLeaving an Inheritance to My Great-Grandchildren
Do you want to give your kids the best possible chance at life, but you’re afraid of spoiling them, or worse? Are you concerned that leaving an inheritance will only end in disaster? Learn why “leaving an inheritance to my great-grandchildren” is a good thing and how to do it. Many parents are undecided about…
Read MoreTax Benefits of Whole Life Insurance
Unlock the secrets of mastering the tax benefits of whole life insurance with our latest Money Advantage podcast episode. We promise you’ll gain an in-depth understanding of tax laws related to life insurance strategies, like the pivotal 1988 government decision to limit cash value life insurance investments due to their tax perks. By diving into…
Read MoreFamily Business Dynamics, with Savannah Suttle
Do you want to grow and scale a family business, but family business dynamics are getting in the way? Unlock the secrets to harmonizing family business dynamics and business operations with Savannah Suttle from Schema Consulting to reveal the powerful impact of psychotherapy and marriage and family therapy techniques on family-run businesses. You’ll learn how…
Read MoreWhole Life Insurance Loans Explained
Do you have a life insurance policy and want to access your cash reserves? Today, we’re discussing the science of whole life insurance loans. We’ll show you why a whole life insurance loan is the safest investment imaginable for the life insurance company and why a whole life insurance policy loan is not a debt…
Read MoreReal Estate Investing in Today’s Economy, with Anna Kelley
Today, we’re talking with Anna Kelley, impact real estate investor, multifamily operator, and real estate mentor and coach, about the state of real estate investing. With today’s federal debt and high inflation environment, Anna cautions that it’s time to be in capital preservation mode, not focused on cash flow and appreciation. So if you want…
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