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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Applying Poker Game Theory to Entrepreneurship, with Jordan River
In today’s podcast, we interview Jordan River. You’ll hear about how he turned a $50 deposit into $50,000 in online…
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Buy-Sell Agreements: Using Life Insurance to Fund Your Exit Strategy
Whether planned or unexpected, ownership changes happen, and buy-sell agreements using life insurance ensure the transition is smooth, fair, and…
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Simple Passive Cashflow, with Lane Kawaoka
In today’s podcast, we interview Lane Kawaoka, the “engineer passively investing in real estate”. He controls over 2600 units across…
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Why You Shouldn’t Cancel Whole Life Insurance
Should I cancel my whole life insurance? Not so fast! Before you make that decision, read this first. No matter…
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Done For You Real Estate, with Kevin Clayson
Today’s interview is about turnkey investing with Done For You Real Estate (DFY). We’ll also discuss the tips, tricks, and…
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Why the Executive Bonus Plan Is the Ideal Golden Handcuffs
In today’s competitive hiring landscape, attracting and retaining quality talent requires more than a standard salary and benefits package. The…
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