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.
-
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.
Browse by Topic
Latest Articles
-
What Is a Lifetime Annuity and How Does It Work?
When planning for retirement, one of the biggest fears people face is outliving their money. What is a lifetime annuity?…
-
Annuity Strategies: The Truth About Generating Cash Flow with Annuities
Are you interested in knowing the truth about generating guaranteed cash flow with annuity strategies? Learn about the benefits and…
-
Finding Money in Your Business to Fund IBC
Is it possible that you have areas of inefficiency in your business or cash flow that could be better used…
-
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…
-
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…
-
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,…
Never miss an episode or insight
Get practical insights on cash flow, capital, and building wealth that lasts.