Cash Flow Strategy

Improve how money moves through your financial system. Explore practical cash-flow strategies designed to increase control, coordinate income and expenses, and keep more capital available for opportunities and long-term goals.

Cash is King and Cash Flow is Queen

By Rachel Marshall / November 11, 2024 / Comments Off on Cash is King and Cash Flow is Queen

In the world of finance, there are plenty of “rules” and opinions. Some people tell you to put every dollar to work, chasing high returns, while others preach the importance of saving. But today, we’re here to tell you why, beyond all of that, the most foundational rule is that cash is king. It’s a…

Reverse Mortgage Explained, with Mike Stanley

By Rachel Marshall / September 19, 2022 / Comments Off on Reverse Mortgage Explained, with Mike Stanley

Could a reverse mortgage help you reach your income goals? How do reverse mortgages work? Is a reverse mortgage good or bad? Today, we’re talking with Mike Stanley, Regional Senior Lending Sale Manager for Thrive Mortgage. He shares everything you need to know about reverse mortgages explained. So, if you want to understand just how…

Solving Healthcare Costs, with Dave Chase

By Rachel Marshall / November 30, 2020 / Comments Off on Solving Healthcare Costs, with Dave Chase

Are you concerned about ballooning healthcare costs? You should be! It’s an expense that’s risen far faster than inflation, and paying more than you need to is a money leak that prevents you from making the forward traction towards your financial goals that you deserve. In this episode, we’re talking with Dave Chase about how…

Reverse Mortgages: How to Get the Most Income, with Mike Stanley

By Rachel Marshall / May 4, 2020 / Comments Off on Reverse Mortgages: How to Get the Most Income, with Mike Stanley

Do you want to find out how to get the most income with reverse mortgages, and still have the cash to replenish your estate and pass on a legacy? If you want to maximize income, especially during your later years, understand how to get a permission slip to get more income with a reverse mortgage,…

How to Wean Grown Kids Off Your Payroll — Financial Freedom for Parents

By Rachel Marshall / May 6, 2019 / Comments Off on How to Wean Grown Kids Off Your Payroll — Financial Freedom for Parents

Many people get stuck paying their kids’ bills long after the kids are grown and moved out of the house.  Often, it’s to the tune of hundreds, if not thousands of dollars each month.  Even commitments you initially made because you love your kids and want to help them can begin to feel like a…

Profit First, with Mike Michalowicz

By Rachel Marshall / April 15, 2019 / Comments Off on Profit First, with Mike Michalowicz

Mike Michalowicz is a champion of profitability, on a mission to eradicate entrepreneurial poverty.  Mike is the author of Profit First, Transform Your Business from a Cash-Eating Monster to a Money-Making Machine. He helps business owners realize their need for making a profit and design a practical, working accounting system that doesn’t take ironman willpower…

Strategic End of Year Tax Moves That Leave You Wealthier

By Rachel Marshall / December 10, 2018 / Comments Off on Strategic End of Year Tax Moves That Leave You Wealthier

As you count down the days until Christmas, you’re also counting down the days you have before you tie up the loose ends on your fiscal year to prepare for 2018 taxes.  We’ll walk you through practical and strategic tax moves you can make to close out the books, stay organized, and save taxes.  This…

Why Cash Flow Today?

By Rachel Marshall / June 26, 2018 / Comments Off on Why Cash Flow Today?

Why cash flow Today?  The goal of the typical financial model is to accumulate a pile of cash.  It is akin to climbing a mountain, where the journey to the top is all about creating a lump sum.  At the top, you’re hoping the lump sum generates enough income to live the rest of your…

The Biggest Thing You Can Do to Increase Your Cash Flow

By Rachel Marshall / June 25, 2018 / Comments Off on The Biggest Thing You Can Do to Increase Your Cash Flow

The #1 most effective way to increase your cash flow today is to think like the bank.  Banking generates voluminous cash flow.  There are rules for how the bank operates that have established banking as the most powerful business model in the world.  You can follow these rules to increase your cash flow, starting from…

Personal Finance Solutions for REALTORS®, with Moses Seuram

By Rachel Marshall / March 26, 2018 / Comments Off on Personal Finance Solutions for REALTORS®, with Moses Seuram

Many successful REALTORS® struggle when it comes to planning for the future.  They have high incomes, live an upper-middle-class lifestyle or better, build growing businesses.  However, they don’t have a plan for future income that they’re confident will lead to financial freedom. This is no truer than in the REALTOR® community.  More than 50% of…

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