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Generational Wealth Without Screwing Up Your Kids - Lucas and Rachel Marshall
Manage episode 378672390 series 3419111
Today's guests are Lucas and Rachel Marshall.
We go deep today talking about:
- Why most family fortunes are lost by the second or third generation
- The overlooked component necessary to give your kids a meaningful inheritance without ruining their work ethic or character
- Rachel’s traumatic near-death experience that led the Marshall’s to focus on meaning, not just money
- How to create family culture that outlasts your lifetime
- Practical steps to build and pass down wealth for generations
Lucas and Rachel are loving parents of three incredible children: Avalynn, Olivia, and Eli. They are authors, speakers, coaches, and co-founders of The Money Advantage, a team of integrated financial professionals operating on a family office model who are dedicated to assisting wealth creators achieve both time and financial freedom. They and their team provide comprehensive services to wealth creators throughout the United States, coordinating strategies in various areas such as cash flow management, business development, investment planning, insurance solutions, Infinite Banking, permanent tax reduction, estate planning, and asset protection. They are dedicated to serving enterprising families who aspire to build enduring multi-generational wealth and establish a lasting legacy that transcends conventional financial success.
Find Lucas and Rachel online at:
Instagram: @themoneyadvantage
Website: themoneyadvantage.com
Resources mentioned:
Seven Generations Legacy
---
Welcome to the Dad.Work Podcast, where men are forged into elite husbands and fathers by learning what it takes to become harder to kill, easier to love, and equipped to lead.
Get ready to start building the only legacy that truly matters - your family.
[Free Resource] Family Leadership Blueprint
https://dad.work/blueprint/
Resources, Links, Show Notes:
https://dad.work/podcast/
Follow Dad.Work:
https://instagram.com/dadwork.curt/
https://youtube.com/@dadwork/
171 episodes
Manage episode 378672390 series 3419111
Today's guests are Lucas and Rachel Marshall.
We go deep today talking about:
- Why most family fortunes are lost by the second or third generation
- The overlooked component necessary to give your kids a meaningful inheritance without ruining their work ethic or character
- Rachel’s traumatic near-death experience that led the Marshall’s to focus on meaning, not just money
- How to create family culture that outlasts your lifetime
- Practical steps to build and pass down wealth for generations
Lucas and Rachel are loving parents of three incredible children: Avalynn, Olivia, and Eli. They are authors, speakers, coaches, and co-founders of The Money Advantage, a team of integrated financial professionals operating on a family office model who are dedicated to assisting wealth creators achieve both time and financial freedom. They and their team provide comprehensive services to wealth creators throughout the United States, coordinating strategies in various areas such as cash flow management, business development, investment planning, insurance solutions, Infinite Banking, permanent tax reduction, estate planning, and asset protection. They are dedicated to serving enterprising families who aspire to build enduring multi-generational wealth and establish a lasting legacy that transcends conventional financial success.
Find Lucas and Rachel online at:
Instagram: @themoneyadvantage
Website: themoneyadvantage.com
Resources mentioned:
Seven Generations Legacy
---
Welcome to the Dad.Work Podcast, where men are forged into elite husbands and fathers by learning what it takes to become harder to kill, easier to love, and equipped to lead.
Get ready to start building the only legacy that truly matters - your family.
[Free Resource] Family Leadership Blueprint
https://dad.work/blueprint/
Resources, Links, Show Notes:
https://dad.work/podcast/
Follow Dad.Work:
https://instagram.com/dadwork.curt/
https://youtube.com/@dadwork/
171 episodes
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