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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Infinite Banking vs Index Funds: Why You’re Asking the Wrong Question
The Gas Station Story That Reveals a Common Money Mistake Let me paint a picture for you. You’re driving down…
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How to Choose the Right Life Insurance Agent for Your Financial Future
When Bruce came back from recording this episode of The Money Advantage podcast, he told me something that hit hard:…
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Can You Use IUL for Infinite Banking
Have you ever heard someone say you can use an IUL for Infinite Banking? Maybe you’ve seen a slick video…
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What Are the Risks of Infinite Banking? The Myths, Truths, and Real Concerns
When most people first hear about Infinite Banking, one of the first questions that comes up is: “But what are…
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Is Infinite Banking a Sales Tactic? The Truth About Taking Back Control of Your Money
“Is Infinite Banking a sales tactic?” It’s one of the first questions we hear—and it’s a valid one. When I…
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Michael Cole on Wealth, Legacy, and the True Impact of Money
A Story That Changes the Way You See Wealth When Bruce and I sat down with Michael Cole for The…
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