Savings & Liquidity

Learn how to build savings that remain useful for emergencies, opportunities, and long-term goals. Explore liquidity, cash reserves, emergency-opportunity funds, and the tradeoffs between saving, investing, and deploying capital.

Tax Savings Strategies for Doctors, Dentists, and Chiropractors

By Rachel Marshall / October 14, 2019 / Comments Off on Tax Savings Strategies for Doctors, Dentists, and Chiropractors

In today’s show, we interview Dustin Griffiths, tax strategist with Kings Tax and Accounting.  We’ve had him on the show twice before because taxes are a key area that we see over and over again that business owners of all types are leaking money.  Let’s bring this into perspective for a minute.  If you were…

The Night I Almost Died, and Why My Family Wouldn’t Need a GoFundMe

By Rachel Marshall / June 10, 2019 /

You can survive dying without needing a GoFundMe.  I’m living proof.  Three weeks ago, I almost died in an emergency operation after childbirth. Today, I’m looking down at the fluttering eyelashes of my snoring newborn, and my heart swells with enormous gratitude for the privilege of being alive to witness her life. In today’s podcast, my…

Early Tap of the 401(k) Replaces Homes as American Piggy Bank (Reviewed)

By Rachel Marshall / October 29, 2018 / Comments Off on Early Tap of the 401(k) Replaces Homes as American Piggy Bank (Reviewed)

Piggy banks may seem best suited to our childhood era.  We mentally organize them with wagon-rides, tooth fairies, and the endless pencil-sharpening of early grade school.  But as adults, we need and use piggy banks; they just come in a different form.  When people need money for life’s setbacks and lean times, one of the…

Saving vs. Investing: Should I Save or Invest?

By Rachel Marshall / April 4, 2018 / Comments Off on 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 flow creation system?  How do I get my saving and investing to work together so that I can maximize my whole personal economy? Where Investing Money Fits into the Cash Flow System First we focus…

Saving vs. Investing: What Is Investing? Part 1 – Cash Flow

By Rachel Marshall / March 19, 2018 / Comments Off on Saving vs. Investing: What Is Investing? Part 1 – Cash Flow

Most investing returns fizzle far beneath our expectations.  When we most want our money to generate cash flow, we end up flatlining, or even losing money. The prosperity and confidence we’d hoped for elude us, leaving us more anxious and uncertain instead. Could it be that we have our sights on the wrong target?  Let’s…

How Do Your Savings Stack Up?

By Rachel Marshall / March 7, 2018 / Comments Off on How Do Your Savings Stack Up?

So, here’s an action that you can do right away, in your personal financial life to determine how your savings stack up. Write down any places where you’re storing money. Now I say places because some of those might be accounts. It could be a savings account, a checking account, a money market account, a…

Saving vs. Investing: What Is True Saving?

By Rachel Marshall / March 5, 2018 / Comments Off on Saving vs. Investing: What Is True Saving?

In all the financial pressure you feel to plan for the future, have you ever stopped to consider, fundamentally, what savings are? Often, the answer is in asking the right questions. Concerning great issues, this is one that will behoove you to ask, understand, and answer that question for yourself. Savings is a precept of…

How to Save Like the Wealthy

By Rachel Marshall / February 19, 2018 / Comments Off on How to Save Like the Wealthy

If you want to seize opportunities like the wealthy, you will need to learn how to save money like the wealthy. Building a financial system is a lot like barrel racing. Far away from the roar of audiences, the outcome of the race is determined by the hours of preparation and conditioning spent outside the…

Why the Wealthy Love Cash, Part 2

By Rachel Marshall / February 5, 2018 / Comments Off on Why the Wealthy Love Cash, Part 2

The concept of holding cash – savings – is such an intricate, multi-faceted one.  This series will walk you through the WHY, the compelling reasons to value and build cash savings. Then, we’ll show you how to apply it and reveal the key distinctions to keep you on track. If you have a great enough WHY, then…

Why the Wealthy Love Cash, Part 1

By Rachel Marshall / January 22, 2018 / Comments Off on Why the Wealthy Love Cash, Part 1

Have you ever had conflicting thoughts about cash savings?  You’d feel better with more savings, but you’re not really sure it’s a winning financial strategy. Savings is pure magic.  Within its seed is infinite and tremendous potential.  This article will help you see and unleash the power of savings to accomplish your financial goals. Savings is…

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