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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Becoming Your Own Banker, Part 27: 7 Money Myths that are Costing You, Continued
Is what you think about money actually true? Is it helping or hurting you? Moving you forward and expanding your…
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The Power of Trusts for Generational Wealth with Joel Nagel
If you’re reading this, chances are you’ve already taken the first step towards securing your financial future. But what about…
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Becoming Your Own Banker, Part 26: Top 7 Money Myths, Lies That Are Costing You Money
What if what you think about money turned out not to be true? Even worse, what if you’re believing lies…
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Estate Planning 101: Protecting Your Loved Ones
Can you confidently say your family’s financial future is protected? Staring down the barrel of a life-altering moment, I was…
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Becoming Your Own Banker, Part 25: Uninsurability Hacks
Do you want to use Infinite Banking, but you’re uninsurable? Today we are discussing uninsurability hacks! Don’t worry, uninsurability ISN’T…
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How to Protect Your Lifestyle with Insurance – Meaghan Dowd
Insurance may often seem like an enigma, a complex puzzle that’s challenging to decipher. You’re not alone in feeling this…
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