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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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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The Economic Value of Certainty, by Les McGuire (Reviewed)
Les McGuire reveals a timeless truth about the economic value of certainty that goes back as far as scripture. It’s…
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Creating Time and Money Freedom with Real Estate, Anna Kelley, REI Mom
In today’s show, we’re interviewing Anna Kelley. She’s a real estate investor who has created time and money freedom. And,…
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Are We at the Top of the Market? How to NOT Lose Money
After seeing an upward trend in the markets over the past decade, you may be concerned that we’re at the…
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