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.
-
Paying off your mortgage can feel like one of the clearest signs of financial freedom. I understand the appeal. For many families, that monthly payment…
Browse by Topic
Latest Articles
-
Leveraging Policy Loans in Infinite Banking: A Strategic Guide
Have you heard about Nelson Nash’s Infinite Banking strategy, and how to become Your Own Banker, and want to learn…
-
The Pros and Cons of an ILIT: Is It the Right Move for Your Legacy?
What do the St. Louis Rams and Prince have in common? Their stories illustrate the pros and cons of ILIT…
-
Is Cash Value Life Insurance Enough for Retirement?
Today, Bruce and I want to unpack a question we frequently encounter: Is cash value life insurance enough for retirement?…
-
How Tariffs Impact Your Wallet (And Why It Matters More Than You Think)
If you’ve ever tried leading a Zoom call while your screen goes black mid-sentence, you know the feeling of being…
-
Is Infinite Banking Tax-Free? The Truth You Need to Know
If you’ve been researching Infinite Banking, you’ve probably heard it described as “tax-free.” That phrase is thrown around a lot,…
-
Nelson Nash Institute Think Tank 2025 Recap
Imagine sitting in a room full of financial professionals, entrepreneurs, and thought leaders, all gathered with a shared mission—to gain…
Never miss an episode or insight
Get practical insights on cash flow, capital, and building wealth that lasts.