Legacy Wealth Planning Insights for Entrepreneurial Families
Personal finance for the entrepreneurially minded — build cash flow, control your capital, and create wealth that lasts for generations.
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Wise inheritance planning does more than prepare the assets for the heirs — it prepares the heirs for the assets. Rachel and Bruce share five ways to pass down values, stories, and judgment before wealth changes hands.
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400 Episodes: Top Lessons About Wealth, Legacy, and Serving Families
How a Campfire Call Sparked a Financial Movement It started with a campfire. Lucas and I were out camping when…
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Jesse Durham: How to Build a Lifestyle of Stewardship
A friend called and said four words that changed the trajectory of a young family’s finances: Becoming Your Own Banker.…
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How to Use Whole Life Insurance Tax Strategies to Fund Your Legacy
What Most Families Miss About Whole Life Insurance Tax Strategies Most people miss the hidden power of whole life insurance…
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Short-Pay vs Long-Pay Life Insurance: How to Build a Powerful Infinite Banking System That Lasts Generations
What’s Really at Stake When it comes to short-pay vs long-pay life insurance, the question isn’t just about convenience—it’s about…
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SLAT vs ILIT for High Net Worth Estate Planning: Which One Protects Your Legacy Best?
SLAT vs ILIT for High Net Worth Estate Planning isn’t just a legal distinction—it’s a strategic decision that could determine…
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How One Family Mastered Legacy Planning for Families Without Sacrificing Unity or Values
The Power of a Love Letter When Shannon sat down to write her love letters to her children, she didn’t…
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