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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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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Indexed Universal Life: Dangerous Truths About IUL Risks
Indexed Universal Life Insurance can seem attractive. At some point in your Infinite Banking research, you’ve probably even heard about…
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The 401k Alternative You Deserve to Know About – A Client’s Story, Chuck Fahs
In today’s show, we have a “fireside chat” with a client who is using Privatized Banking to invest in real…
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Irrational Change: You Can’t Reason Your Way Out of Something You Didn’t Reason Into (Reviewed)
Change is hard, even for people, like me, who get started on new things rather quickly. Our habits – the…
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