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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Marshall Family Banking System Case Study: In-Force vs Original Illustration (Part 6)
The moment we realized “liquidity” isn’t a theory Thirteen years ago, Lucas and I thought we were being responsible by…
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Financial Strategy for Families in 2026 and Beyond: A Framework for Uncertain Markets
The “Clean Slate” That Changes Your Decisions Every January, Bruce and I have this running joke: as a society, we…
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Preserving Generational Wealth With Josh Kanter of Leaf Planner: The Missing Piece Isn’t Paperwork
The Questions No One Can Answer After Dad Dies A man spends his life building a sophisticated estate plan—brilliant strategies,…
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Will AI Replace Financial Advisors? Why Wisdom Still Wins in Real Life Money Decisions
The Moment “Confident” Sounds Like “Certain” A few weeks ago, we found ourselves talking about how quickly AI is moving.…
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How to Avoid Estate Tax Legally: The Planning Moves That Protect Your Family’s Legacy
The “Billion-Dollar Asset” That Still Had to Be Sold A story Bruce shares in our retirement class teaching always stops…
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Financial Planning Mistakes: The Most Risky Moves Aren’t What You Think
Bruce said something on the show that stuck with me because it’s so honest: Everyone thinks they’re an aggressive investor……
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