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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Be Your Own Bank: 3 Secrets Every Saver Needs
If you want to get your money to do the most, learn these essential keys to be your own bank.…
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International Investing, with Michael Cobb, ECI Development
In today’s show, we’re interviewing Michael Cobb, Chief Executive Officer and Co-Founder of ECI Development. This real estate development company…
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How to Take a Whole Life Policy Loan and Pay It Back
Infinite Banking has the edge over other funding methods because of the strategic use of whole life policy loans. If…
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Mastering Happiness, with Dr. Joel F. Wade
In today’s show, we’re interviewing Dr. Joel Wade, of Mastering Happiness. Dr. Wade is an Author, Psychotherapist, and Life Coach…
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The New Year Planning Secret Every Great Entrepreneur Knows
There’s one thing most people miss when setting up their goals for the coming year. And because of this little…
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Paid Up Additions (PUA): Get the Best Policy Design With This Big Shift
What is the perfect funding ratio between base premium and the paid-up additions rider (PUAs)? You may be surprised to…
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