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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Retirement Plan Reality Check: Build Income, Reduce Risk, and Stay in Control
We went live, the chat exploded, and a listener voiced what so many feel but rarely say out loud: “I’ve…
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Indexed Universal Life Lawsuit: Kyle Busch vs Pacific Life—and the Lessons Every Family Needs
Why the Indexed Universal Life lawsuit is a wake-up call The headlines about the Kyle Busch vs Pacific Life indexed…
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Infinite Banking Mistakes: The Human Problems That Derail IBC
“It’s not the math. It’s the mindset.” When Bruce recorded this episode solo, he opened with something we’ve learned after…
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Increase Your Savings Without Reducing Your Lifestyle
If you want to increase your savings, don’t start with your budget—start with your lifestyle.Your lifestyle isn’t about how much…
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Premium Financing Life Insurance: Could Be Right, Sometimes Smart
Premium financing life insurance for estate planning is one of those strategies that sounds impressive—and sometimes is. But for most…
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Hidden Money Traps: How to Recognize and Overcome the Sabotage Blocking Your Wealth
The Corvette and the $80,000 Lesson Have you ever made a money decision that felt right in the moment… only…
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