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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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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Hacking Your Wealth with Privatized Banking – A Client’s Story: Nnene Mbonu
Nnene Mbonu, a real estate investor and one of our clients, is hacking her way to wealth with Privatized Banking.…
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When Things Don’t Go According to Plan
Real life: today, things didn’t go according to plan. Bruce and I had allocated the hour to recording a great…
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One Powerful Question to Maximize Freedom and Control – A Client’s Story: Dr. Lee and Candice Matthis
In today’s show, we highlight Dr. Lee and Candice Matthis and their inspiring story. Dr. Lee Matthis is a chiropractor…
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