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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Latest Articles
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Align Wealth With Values Through Faith-Based Legacy Planning
There’s a story Buffy Ruthardt shared that still gives me chills. She and her husband Darren were on a drive,…
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How to Design a Whole Life Policy for Infinite Banking: Avoid the Pitfalls, Build Long-Term Wealth, and Create a System That Lasts Generations
Let me tell you a quick story. Imagine walking into your local grocery store, grabbing a can of peas, and…
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Should You Put All Your Income Into a Whole Life Policy? Here’s What You Need to Know
It started with a bold question that showed up in a public comment: “If infinite banking is so powerful, why…
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Can You Deduct Life Insurance Premiums? The Truth Every Business Owner Needs to Know
Recently, Bruce shared a story that perfectly illustrates unexpected life challenges—his basement flooded, turning a peaceful Easter weekend into an…
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Infinite Banking Concept (IBC): The Golden Key that Unlocks Your Financial Life
The Infinite Banking Concept is a financial strategy, first codified by R. Nelson Nash, that uses high-cash-value, dividend-paying whole-life insurance…
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How to Start a Family Bank: Insights from John Moriarty
Interested in finding out how to start a family bank? Today, Bruce and I talk with our friend and colleague,…
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