Rachel Marshall
Wealth and Legacy Coach & Co-Founder
Author profile last reviewed: 07-2026
As Co-Founder and Chief Financial Educator of The Money Advantage, Rachel Marshall focuses on helping wealth creators build sustainable, multi-generational wealth. Her work emphasizes financial education, stewardship, and designing a legacy that extends beyond financial success.
Industry Experience
Business owner since 2011; Co-Founder & Chief Financial Educator.
Verified Expertise
Published Author
Author of Seven Generations Legacy®.
About Rachel
Rachel Marshall is a devoted wife to her husband, Lucas, and a nurturing mother to three wonderful children: Avalynn, Olivia, and Eli. After a near-death experience, she developed a deep understanding of the significance of recognizing and embracing one's unique legacy.
Rachel is a speaker, coach, and the author of Seven Generations Legacy®. She assists families in uncovering their values, goals, and aspirations, guiding them on the path to becoming an enterprising family and building a meaningful and impactful legacy of more than money.
Why Rachel's Perspective Matters
Rachel connects financial strategy with family legacy and multigenerational thinking. Her approach bridges the gap between technical financial tools—like the Infinite Banking Concept and Whole Life Insurance—and the human elements of stewardship, responsibility, and core family values.
Her work focuses on helping wealth creators remove the fear of money ruining their children, providing instructions for stewarding family money, teaching financial stewardship, and creating perpetual wealth through family banking while saving time coordinating family finances.
Rachel's upbringing instilled in her persistence and a strong work ethic from an early age. Growing up surrounded by barn life, training horses, and barrel racing, she developed resilience and a drive to control her time and destiny. Since 2011, Rachel has been a business owner, motivated by her desire to achieve autonomy and help others do the same.
Content Focus & Expertise
Infinite Banking Concept (IBC)
Authorized practitioner sharing educational frameworks on sustainable cash flow strategies.
Multigenerational Legacy Planning
Designing frameworks to steward family money and values across generations.
Family Banking Formula®
Teaching wealth creators how to keep capital within the family ecosystem.
Financial Education & Coaching
Simplifying complex wealth strategies to make money management understandable and actionable.
Explore Rachel's Work
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Simple Passive Cashflow, with Lane Kawaoka
In today’s podcast, we interview Lane Kawaoka, the “engineer passively investing in real estate”. He controls over 2600 units across ten states, and is the…
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Why You Shouldn’t Cancel Whole Life Insurance
Should I cancel my whole life insurance? Not so fast! Before you make that decision, read this first. No matter your reasons, you need to…
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Done For You Real Estate, with Kevin Clayson
Today’s interview is about turnkey investing with Done For You Real Estate (DFY). We’ll also discuss the tips, tricks, and secrets of turnkey investing, and…
The Money Advantage Podcast
Weekly conversations on building sustainable, multigenerational wealth — Infinite Banking, whole life insurance, cash flow, and family banking strategies.
Editorial & Financial Content Standards
The content produced by Rachel Marshall and The Money Advantage is designed for educational and informational purposes. It does not replace individualized financial, legal, tax, or insurance advice.
We are committed to ensuring that our financial content is reviewed for accuracy before publishing, and we aim to provide clear publish or last-updated dates where relevant. Claims regarding insurance, the Infinite Banking Concept, or specific wealth strategies are supported by appropriate educational resources and official references. Rachel’s credentials and professional author details are verified against current public information.