Posts Tagged ‘Take Control’
400 Episodes: Top Lessons About Wealth, Legacy, and Serving Families
How a Campfire Call Sparked a Financial Movement It started with a campfire. Lucas and I were out camping when I made a phone call that would unknowingly change the course of our lives and the lives of thousands of families:“Bruce, want to start a podcast?” As we looked back over the years, a theme…
Read MoreQuestions a Good Financial Advisor Should Ask (But Most Don’t)
I’ll never forget Bruce’s story about his car—check engine light on, a mechanic insisted it needed a $1,500 catalytic converter. Bruce knew better and fixed it by simply tightening the gas cap. That story isn’t just about auto repair; it perfectly illustrates why questions a good financial advisor should ask matter. Without probing, you might…
Read MoreSpouse Financial Preparedness: Ensure Your Partner Can Flourish—Not Fumble
I’ll never forget the moment my co‑host Bruce Wehner shared a powerful story: Nelson told his wife, Mary, “I need to teach you how to be a widow.” That striking phrase stopped us in our tracks. It wasn’t morbid—it was strategic. Nelson recognized that spouse financial preparedness is the cornerstone of true legacy planning. If…
Read MoreHow Tariffs Impact Your Wallet (And Why It Matters More Than You Think)
If you’ve ever tried leading a Zoom call while your screen goes black mid-sentence, you know the feeling of being out of control. That’s how many of us feel about our finances right now—like we’re one loose cable away from a crash. But here’s the truth: financial control is closer than you think. And in…
Read MoreTake Control of the Banking Function: How to Build Wealth on Your Terms
Have you ever stopped to question how money really moves in your life? Most of us are so accustomed to the financial system we’ve been handed that we don’t even recognize its limitations. From an early age, we’re trained to earn, spend, and save in ways that benefit traditional banks and lenders—not us. What if,…
Read MoreInfinite Banking During Economic Uncertainty: A Reliable Strategy
Imagine living during World War II, a time of profound global economic uncertainty. While governments struggled to manage soaring debts and economic upheaval, life insurance companies stood firm, fulfilling their guarantees and paying dividends. Even amid chaos, they remained a bedrock of stability. This resilience isn’t a fluke—it’s by design. Whole life insurance policies, which…
Read MoreCash 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…
Read MoreThe Truth About Investing Diversification: Why It’s More Than Just Spreading Risk
Have you ever been told not to put all your eggs in one basket? If you’ve been in the financial world for any amount of time, whether through your 401(k) or investing in the stock market, you’ve likely heard this advice. Investing diversification has long been hailed as a tried-and-true strategy for mitigating risk, ensuring…
Read MoreReal Estate Investing in Today’s Economy, with Anna Kelley
Today, we’re talking with Anna Kelley, impact real estate investor, multifamily operator, and real estate mentor and coach, about the state of real estate investing. With today’s federal debt and high inflation environment, Anna cautions that it’s time to be in capital preservation mode, not focused on cash flow and appreciation. So if you want…
Read MoreBecoming Your Own Banker, Part 27: 7 Money Myths that are Costing You, Continued
Is what you think about money actually true? Is it helping or hurting you? Moving you forward and expanding your influence, or limiting you and your potential? If you joined us last week, you know that in true Bruce and Rachel fashion, we only covered half of our intended conversation, so we’re back to reveal…
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