Posts by Rachel Marshall
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…
Read MoreThe 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…
Read MoreWhat to Do With Tax-Deferred Investments for Business Owners
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…
Read MoreTax Savings Strategies for Doctors, Dentists, and Chiropractors
In today’s show, we interview Dustin Griffiths, tax strategist with Kings Tax and Accounting. We’ve had him on the show twice before because taxes are a key area that we see over and over again that business owners of all types are leaking money. Let’s bring this into perspective for a minute. If you were…
Read MoreWhy 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…
Read MoreIndexed Universal Life: 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. This is usually because the illustrated values are better than for whole life,…
Read MoreThe 401k Alternative You Deserve to Know About – A Client’s Story, Chuck Fahs
In today’s show, we have a “fireside chat” with a client who is using Privatized Banking to invest in real estate. Here’s a real-life example of using Privatized Banking as a 401k alternative. Why? To gain control, build wealth, and create protection for his family along the way. Where Does Privatized Banking Fit into the Cash…
Read MoreIrrational Change: You Can’t Reason Your Way Out of Something You Didn’t Reason Into (Reviewed)
Change is hard, even for people, like me, who get started on new things rather quickly. Our habits – the way we’ve always done things – end up running our lives, even when we’d like to choose otherwise. We react defensively to feedback, even after committing to receive and apply it gracefully. We use poor…
Read MoreApplying Poker Game Theory to Entrepreneurship, with Jordan River
In today’s podcast, we interview Jordan River. You’ll hear about how he turned a $50 deposit into $50,000 in online poker winnings in 12 months using GTO (game theory optimization). He’ll share how using the principles of GTO will help you grow your business. Where Building Your Business Fits into the Cash Flow System Investing in your…
Read MoreBuy-Sell Agreements: Using Life Insurance to Fund Your Exit Strategy
Whether planned or unexpected, ownership changes happen, and buy-sell agreements using life insurance ensure the transition is smooth, fair, and financially secure. Buy-sell life insurance is a legally binding contract that sets the terms for how an owner’s share of the business will be transferred and funded if they leave, retire, become disabled, or pass…
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