Posts Tagged ‘Wealth Is a Team Sport’
Estate Planning 101: Protecting Your Loved Ones
Can you confidently say your family’s financial future is protected? Staring down the barrel of a life-altering moment, I was forced to confront the fragility of existence and the critical importance of having one’s affairs in order. That harrowing experience became a catalyst for today’s soul-searching episode of the Money Advantage podcast, where we navigate…
Read MoreHow to Protect Your Lifestyle with Insurance – Meaghan Dowd
Insurance may often seem like an enigma, a complex puzzle that’s challenging to decipher. You’re not alone in feeling this way. However, understanding insurance isn’t just a necessity; it’s the foundation for securing your financial future. Learn how to protect your lifestyle with insurance. In our most recent podcast episode, we were delighted to have…
Read MoreMarshall Family Banking System, Pt. 4
Want to see the real-time historical performance of the Infinite Banking Concept? Usually, when you hear about policy performance, it’s from looking at illustrations. But illustrations aren’t “performance,” they are projections of future growth, based on current dividends and interest. That’s why we love getting the opportunity to share the actual historical performance of Infinite Banking…
Read MoreFamily Summit End-of-Year Strategies: Planning for Multigenerational Success
There’s a saying that “family isn’t just important, it’s everything.” This rings true for my family, the Marshalls, who are committed to creating an enduring legacy that will reach beyond our generation. On a recent episode of our podcast, we gave listeners an intimate look into our yearly tradition – the Marshall Family Summit. Joined…
Read MoreSeven Generations Legacy Book Launch
In this episode, we discuss how our new book, “Seven Generations Legacy,” serves as a guide to creating a lasting legacy for future generations. The discussion emphasized the significance of leaving behind more than just material wealth. In the world of wealth management and estate planning, the term “legacy” is often used to refer to…
Read MoreSuccessful Parenting for Prosperous Families, with Dr. Lee Hausner
The glitz and glamour of the affluent world may seem highly appealing with its endless opportunities and vast resources. However, successful parenting within this context can present unique and sometimes complex challenges. This complexity stems from the need to balance comfort and indulgence with long-term development and well-being. In this episode, renowned expert Dr. Lee…
Read MoreInfinite Banking and the Social Media Industry, with Mich Hancock
Want to hear from a business owner like you who is using Infinite Banking in their personal and business financial strategy? Today, we’re talking with Mich Hancock, a social media marketing professional familiar with LinkedIn, TEDx, and CEO of the digital marketing agency 100th Monkey. So, if you would like to hear about a client’s…
Read More18 Summers, with Jim Sheils
You only have 18 summers with your kids. How will you make them count? Today, we’re talking with Jim Sheils of 18 Summers and author of The Family Boardroom. We’re digging into how you—the entrepreneur, business owner, and busy parent—can deepen your relationship with your child. So, if you want to create lifelong connections, trust,…
Read MoreThe Multigenerational Family Business, with Dr. Dennis Jaffe
For an intended multigenerational family business to last past the first generation, the family must become a successful team. Professor, organizational consultant, family therapist, and family business consultant Dr. Dennis Jaffe joins us today. He has helped families overcome challenges that impede successfully transferring businesses, wealth, value, commitments, and legacies across generations. So, if you…
Read MoreUsing Reverse Mortgages in a Responsible Retirement Income Plan, with Dr. Wade Pfau
Reverse mortgages are becoming more mainstream. But to benefit from using one, you need to understand how to incorporate it into a responsible retirement income plan. So exactly what is a reverse mortgage? What role should it fill in your retirement planning? And should you open a reverse mortgage early or as a last resort? To…
Read More