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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Infinite Banking Concept: Maximizing Financial Windfalls
Today, we’re answering a listener question on maximizing financial windfalls: Can you do a future episode on what to do…
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Why Dividend Rates Don’t Matter
When searching for an Infinite Banking policy, a common question is, which company will give me the best dividend rate?…
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Family Business Longevity, with Rob Ferguson
Family businesses have a shrinking lifespan. Families in business together face conflicts and challenges that have made it increasingly difficult…
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Becoming Your Own Banker, Part 33: Recap
Join the wealth revolution and see how understanding banks and banking allows you to create financial freedom by becoming your…
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Stop the Hustle and Grind, with Christine Jewell
Are you an ultra-high achiever, but feeling the cost of that success? Christine Jewell, author, keynote speaker, faith-based executive coach,…
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Becoming Your Own Banker, Part 32: How to Invest
If you want to build wealth, reach your financial goals for retirement income, and be able to take care of…
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