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.
-
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…
Browse by Topic
Latest Articles
-
Is Life Insurance Protected from Creditors? Creditor Protection of Life Insurance
Want to shelter your assets from the prying eyes of the IRS, claims of creditors, or the public? Can creditors…
-
Keys to Asset Protection, with Douglass Lodmell
Should you be concerned about asset protection? What types of risk should you know about? What you don’t know about…
-
Direct vs. Non-Direct Recognition in Life Insurance: What You Need to Know
Are you considering whole life insurance and want to know which is better: Direct vs. non-direct recognition life insurance companies?…
-
Too Old For Infinite Banking with Whole Life Insurance?
Do you want to use whole life insurance to store cash, build an emergency/opportunity fund, and create a legacy, but…
-
Solving Healthcare Costs, with Dave Chase
Are you concerned about ballooning healthcare costs? You should be! It’s an expense that’s risen far faster than inflation, and…
-
Whole Life Insurance Dividends: What They Are and How They Work
I heard whole life pays dividends — but what does that really mean? This question comes up constantly when we…
Never miss an episode or insight
Get practical insights on cash flow, capital, and building wealth that lasts.