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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Cash Flow vs Accumulation: How to Build Multigenerational Wealth
A Hospital Room Reminder About What Really Matters When Bruce recorded this episode, I was in the hospital. He carried…
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How Much Do I Need to Retire? Rethinking the Number, the Risk, and the Cash Flow
The Couple With $8.5 Million… and One Salad “Bruce, I’m afraid we’re going to run out of money.” He had…
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How to Teach Kids About Money: Habits, Mindsets, and Conversations That Last a Lifetime
The Day a Cookie Business Changed How My Daughter Saw Money After watching a kid biz launch challenge our eight-year-old…
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Emergency Fund Alternatives: Liquidity That Protects Your Family—Without Sacrificing Growth
The Day the “Emergency Fund” Met Real Life Rachel here. Many tell us the same story: “I saved the emergency…
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Overcoming Financial Fear: Shift From Scarcity To Abundance With Traditional Planning
Many people make more money and somehow feel more afraid. Afraid to decide. Afraid to lose. Afraid to look foolish.…
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Taxes and Wealth Creation: The Truth Most Families Never Hear
A few weeks ago our 14-year-old daughter ordered a $30 item online with her own hard-earned cash. She was proud…
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