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.
-
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.
Browse by Topic
Latest Articles
-
Questions a Good Financial Advisor Should Ask (But Most Don’t)
I’ll never forget Bruce’s story about his car, the check engine light on, and a mechanic insisting it needed a…
-
Spouse Financial Preparedness: Ensure Your Partner Can Flourish—Not Fumble
I’ll never forget the moment my co‑host Bruce Wehner shared a powerful story: Nelson told his wife, Mary, “I need…
-
How Much Life Insurance Do I Need? Ask This Instead
How Much Life Insurance Do I Need? Why That’s the Wrong Question If you’ve ever asked, “How much life insurance…
-
Mutual Holding Companies: What Whole Life Policyholders Need to Know
Lately, we’ve seen a troubling trend online. People—some well-meaning, some not—are sharing misinformation about mutual holding companies, claiming these companies…
-
The Truth About Single Premium Paid-Up Additions (SPUA): How to Design Infinite Banking Policies With Wisdom, Not Hype
A few weeks ago, something special happened as we kicked off a podcast recording—Joe DeFazio held up a first edition…
-
How Whole Life and Guaranteed Universal Life Insurance Support Legacy, Wealth Transfer, and Tax Efficiency
In today’s post, Bruce and I (Rachel Marshall) want to bring you behind the scenes of a candid and educational…
Never miss an episode or insight
Get practical insights on cash flow, capital, and building wealth that lasts.