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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Attracting Influencers and High Net Worth Clients, with Steve Sims
If you want to achieve the impossible, connect with the most powerful people in the world, achieve the next level…
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Best Places to Save Money: Secure and Grow Your Savings
Americans are saving more money than ever, yet interest rates are at an all-time low. If you’re looking for the best…
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The Go Giver Influencer, with Bob Burg
There is a major problem in the world today: it’s not people disagreeing with one another… it’s that they cannot…
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The Secure Act: Important Changes to Your IRA that You Need to Know
If you’re planning to leave an inheritance to your children, there’s a new rule in the Secure Act that will…
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Investing in Raw Land, with Mark Podolsky, the Land Geek
Curious about how investing in raw land could help you accomplish your financial goals? In this episode, we’re talking with…
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Maximizing Your Financial Potential, with Scott McCright
Most people never maximize their full financial potential. That means they don’t accumulate the assets they could, and what they…
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