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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Paying off your mortgage can feel like one of the clearest signs of financial freedom. I understand the appeal. For many families, that monthly payment…
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Latest Articles
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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…
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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…
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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…
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Why You Want Insurance Part 1: Insurance Transfers Risk
Throughout civilization, people have created tools to transfer risk, protecting themselves from negative circumstances. This is the core function of…
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The Family Office Model: Invest Like the Wealthy, with Richard C. Wilson
In this episode, we asked Richard C. Wilson, the CEO of the Family Office Club, to share his experience in…
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Saving vs. Investing: Should I Save or Invest?
Have you ever wondered, should I save money or invest? How does my investing strategy fit in with my cash…
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