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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How to Be a More Disciplined Person: Lessons from Craig Ballantyne
What are the top 1% of high-performers, producers, and achievers doing differently? How is it possible to get more done,…
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Whole Life Insurance Dividends and Interest Rates
How are whole life insurance dividends and interest rates faring in this low interest rate environment? Is today’s long stretch…
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Delusional Altruism, with Kris Putnam-Walkerly
Want your charitable giving to make the greatest difference in the world? Today, we’re talking with Kris Putnam-Walkerly, author of…
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The Number 1 Secret to Succeeding
If you’re shaking your head at the state of the world right now, you’re not alone. There are food shortages,…
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The 4-Week Vacation, with Dr. Sabrina Starling
How does the quality of your life relate to the health of your business? How do you free yourself from…
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Answers to Your Money Questions, Part 2
We all have money questions. If you don’t, you just haven’t asked them yet. Today, we continue to answer questions…
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