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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Bob Fraser: Real Estate Notes with Aspen Funds
In today’s show, we’re interviewing Bob Fraser, Co-Founder and CFO of Aspen Funds. Aspen Funds operates several private investment funds…
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Why You Shouldn’t Retire
Retirement seems top of mind in almost every financial endeavor in our culture. It’s this buzzword at the culmination of…
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The Truth About IULs, with Todd Langford
In today’s show, Todd Langford joins us to dig deeper into Indexed Universal Life. He is the CEO and developer…
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What to Do With Tax-Deferred Investments for Business Owners
Tax deferral may seem like the epitome of smart financial planning. But tax-deferred investments can be a tricky trap like…
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Tax Savings Strategies for Doctors, Dentists, and Chiropractors
In today’s show, we interview Dustin Griffiths, tax strategist with Kings Tax and Accounting. We’ve had him on the show…
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Why It’s Not Risky to Invest in Your Business
Investing in your business can be one of the most focused, strategic, and productive financial decisions you can make. If…
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