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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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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Becoming Your Own Banker, Part 8: How to Save Taxes with Infinite Banking
In part 8 of the “Becoming Your Own Banker” series, we dive deep into how to save taxes by implementing…
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How to Buy the Best Infinite Banking Policy
Are you shopping for the best Infinite Banking policy, but want to first make sure you have the correct policy…
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Becoming Your Own Banker, Part 7: How to Beat Parkinson’s Law and the Greatest Thief
Even if you make lots of money, there’s a central flaw in human nature that prevents most people from handling,…
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