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.
-
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.
Browse by Topic
Latest Articles
-
How to Shop For Insurance Part 2: Home and Auto Insurance
Home and auto insurance are two pillars of insurance protection that are almost universally understood to be necessary. However, when…
-
How to Shop for Insurance Part 1: 7 Tips to Save on Insurance
When you shop around for insurance, it’s best to start with a game plan. Then you know what to look…
-
The Go-Giver: The Unexpected Secret of Success, with Bob Burg
If you have been reading The Money Advantage blog for a while, you may already know that The Go-Giver book…
-
Why You Want Insurance Part 3: It Costs More to Self-Insure
To navigate your insurance decisions, you must weigh the costs and opportunity costs of each option. While some choose to…
-
Why You Want Insurance Part 2: It Protects Your Human Life Value
Insurance is about more than protecting your stuff. It’s about protecting your human life value. Often, your life insurance needs rank pretty close…
-
Estate Planning That Works, with Rick Randall
Rick Randall says that estate planning that works is not the norm, but it does not have to be that…
Never miss an episode or insight
Get practical insights on cash flow, capital, and building wealth that lasts.