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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Paying off your mortgage can feel like one of the clearest signs of financial freedom. I understand the appeal. For many families, that monthly payment…
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Latest Articles
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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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Marshall Family Banking System Case Study: In-Force vs Original Illustration (Part 6)
The moment we realized “liquidity” isn’t a theory Thirteen years ago, Lucas and I thought we were being responsible by…
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Financial Strategy for Families in 2026 and Beyond: A Framework for Uncertain Markets
The “Clean Slate” That Changes Your Decisions Every January, Bruce and I have this running joke: as a society, we…
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Preserving Generational Wealth With Josh Kanter of Leaf Planner: The Missing Piece Isn’t Paperwork
The Questions No One Can Answer After Dad Dies A man spends his life building a sophisticated estate plan—brilliant strategies,…
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