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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Infinite Banking Policy Design for Long-Term Results
If You’re Chasing Early Cash Value, Read This First Bruce and I were recording across three time zones, and that…
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Roth Conversion Strategy: When It Makes Sense, What to Watch For, and How It Affects Your Heirs
“I’m Not Paying for Oil—I’m Protecting the Engine” There’s a moment in our house where Lucas will look at me—calm…
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What Is Reduced Paid-Up (RPU) Insurance?
What Is Reduced Paid-Up (RPU) Insurance? Somewhere buried in your whole life insurance policy, there’s a provision called the reduced…
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How to Turn Savings Into Wealth: The System Most People Miss
The $15 Lunch That Quietly Steals the Future Bruce and I were talking recently about something that looks harmless on…
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Investing vs Owning Assets: The Unseen Wealth Gap Most Families Never See
Investing” Is Not the Same as “Owning” A client said something to Bruce recently that stuck with me: “I despise…
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Nelson Nash Think Tank 2026 Recap: What Serious Practitioners Want Families to Understand
The “Real Show” Reminder (and why that matters) We kicked off this episode the way we often do—by being real.…
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