Posts by Rachel Marshall
Sequence of Returns Risk: How to Get the Most Investment Income Without Running Out of Money
Did you know there’s a secret hiding in plain sight that average rates of return will never tell you? In this episode, we’ll discuss the Sequence of Returns and the risk they pose to your future income. Then, we’ll show you exactly how to minimize the risk. We’ll also look at how to mitigate sequence…
Read MoreFamily Values: The Starting Point of a Legacy, with Richard Wilson
If you want to create a legacy of wealth, the starting point is a strong culture of family values. That’s because having the greatest impact and doing the most for your children hinge on their character and self-leadership. And their character and self-leadership depend on yours – your example, your relationship, and your communication. So…
Read MoreEstate Plans that Transcend Generations with Andrew Howell
Do you want to leave a legacy with an estate plan that transfers wealth and empowers the next generation? Find someone who is helping others do it successfully. And that means tailoring a customized, bespoke plan specifically to your family. Today, we’re talking with highly recognized estate planning attorney, Andrew Howell, about the principles and wisdom…
Read MoreMaximizing Retirement Income with Whole Life Insurance – Dr. Wade Pfau
Want to get the most income later in life? Your success depends not on one product, but the coordination of financial tools and your entire personal financial system. Whether your focus is on acquiring cash-flowing assets or you have a more typical investment portfolio, whole life insurance and annuities can play a critical role. That’s…
Read MoreThe Conversation Between Generations
Do you want to leave a legacy for future generations to come, but worry about the gift corrupting them? Are you hoping to pass on meaning even more than the money itself? Do you wonder how to start the conversation? Do you worry if family dynamics will prevent you from communicating your points clearly and…
Read MoreExpat Living and Offshore Investing, with Mikkel Thorup
Have you considered investing offshore, or even becoming an expat and living abroad? Today, we’re talking with Mikkel Thorup, of The Escape Artist, about how to have more travel, freedom, and control. So if you want to travel and live overseas, invest internationally, shrink taxes and grow your wealth, tune in now! In this episode,…
Read More10/90 Premium Split & Blended Term PUA Rider Risks, with Rodney Mogen
Considering a 10/90 premium split (Base/PUA) policy design with a Blended Term PUA Rider for an IBC policy over a design truer to Nelson Nash’s original 33/67 split? Was it because someone showed you that you can get more cash value in Year 1? Or an earlier break-even point, and still outperform the cash value…
Read MoreEverything You Need to Know About Self-Directed IRAs, with Edwin Kelly
Do you have money in a retirement account that you wish you could use to invest in real estate? Today, we’re talking about self-directed accounts and investment strategies, with Edwin Kelly, the CEO of Specialized Trust Company. So, if you want to know how to best use qualified plan money to help you reach…
Read MoreBuy The Avocado Toast, with Stephanie Bousley
Are you looking for unconventional ways to get out of student loan debt? Today, I’m talking with Stephanie Bousley, millennial debtor-turned-success story and author of Buy the Avocado Toast, about how she’s creatively tackling $289K of student loans. (Hint: it wasn’t with mainstream advice.) So if you want to pay off student loan debt, build…
Read MoreSaving Time with Passive Cash Flow
Are you looking for practical guidance on how to create passive cash flow from real estate? Today, we’re talking with Lane Kawaoka, of SimplePassiveCashflow.com about real estate investing for cash flow. He’s a second-time guest on our show. We’ve brought him back because his work is so valuable to help you build time and money freedom.…
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