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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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…
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Latest Articles
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Becoming Your Own Banker, Part 11: Use It or Lose It
If you want to adopt a new financial mindset, you need new financial habits. As Nelson would say, “use it or…
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Will You Still Earn Life Insurance Dividends in a Bad Economy?
Dividends are a crucial part of why whole life insurance is such an ideal asset for conducting an Infinite Banking…
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Becoming Your Own Banker, Part 10: Arrival Syndrome
Are you ready to transform your financial growth mindset? In today’s enlightening episode, we dive deep into Nelson Nash’s book,…
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Infinite Banking Concept Policies: IBC Underwriting, Loans, and Future Death Benefits
You’ve decided that you want an Infinite Banking (IBC) policy. You’ve done the research, and you want a better place to…
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Becoming Your Own Banker, Part 9: The Golden Rule
Do you want to be in control, have excellent opportunities, and automatically gain the upper hand in negotiations? In part…
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Avoid Pitfalls of Leaving an Inheritance, with Lee Hausner
In this episode of the Money Advantage podcast, we explore how to avoid the pitfalls of leaving an inheritance and…
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