Posts by Rachel Marshall
Who Are the Financial Experts?
How do you know if the advice of financial experts applies to you? In fact, who are the financial experts? Does fame or popularity make someone an expert? What about having the biggest stage or the largest reach? Is it a degree, certification, or credential that qualifies them? Instead, the litmus test for a financial expert…
Read MoreLessons from a Commercial Multifamily Investor, with Paul Moore
In this fascinating interview with Paul Moore, we discussed opportunities for investors to build generational wealth through commercial multifamily investing. Unfortunately, there are high barriers to entry into this investment sector. New investors to this space may lack the capital requirements, loan qualifications, and experience needed to gain a seat at the table. Through real…
Read MoreWhy Cash Flow Today?
Why cash flow Today? The goal of the typical financial model is to accumulate a pile of cash. It is akin to climbing a mountain, where the journey to the top is all about creating a lump sum. At the top, you’re hoping the lump sum generates enough income to live the rest of your…
Read MoreThe Biggest Thing You Can Do to Increase Your Cash Flow
The #1 most effective way to increase your cash flow today is to think like the bank. Banking generates voluminous cash flow. There are rules for how the bank operates that have established banking as the most powerful business model in the world. You can follow these rules to increase your cash flow, starting from…
Read MoreTed Benna: Reflections from the “Father of the 401(k)”
If you listen to the “financial experts” on tv or the radio, you will hear the typical blanket advice that you should put money into a 401(k). But the question is, does that advice apply to everybody? To get as much of an insider’s perspective as we could find, we interviewed Ted Benna, “inventor” of…
Read More4 Ways to Save Money on Life Insurance
Now, when you’re shopping, you want to make the best decisions, and it’s not always about the price. If you wanted to save money on everything, you would buy only at the dollar store, right? In this video, we discuss four ways to save money on life insurance without being cheap. We want to not…
Read MoreHow to Shop for Insurance Pt 3: Life, Health, and Disability Insurance
Life, health, and disability insurance protect you, your body, your wellness, and your livelihood. This range of coverage includes some of the most essential protections. Too often, people ask the wrong questions. This leads them to draw the wrong conclusions about life, health, and disability insurance. As a result, many remain drastically underinsured or forgo the protection altogether.…
Read MoreHow to Shop For Insurance Part 2: Home and Auto Insurance
Home and auto insurance are two pillars of insurance protection that are almost universally understood to be necessary. However, when it comes to choosing and paying for coverage, you have nearly infinite options. The range of coverage details, exemptions, coverage amounts, and limitations add complexity. This can make shopping for insurance seem like a maze…
Read MoreHow to Shop for Insurance Part 1: 7 Tips to Save on Insurance
When you shop around for insurance, it’s best to start with a game plan. Then you know what to look for and how to save on insurance without sacrificing value. It’s just like shopping for groceries, a marketing strategist, or an investment property. First, you need to know what you want. Next, you want to know…
Read MoreThe Go-Giver: The Unexpected Secret of Success, with Bob Burg
If you have been reading The Money Advantage blog for a while, you may already know that The Go-Giver book played a central role in How The Money Advantage Began. We are huge fans of Bob Burg and John David Mann’s Go-Giver Series. The Go-Giver is an engaging parable about the unexpected system of getting…
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