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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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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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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