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3 Infinite Banking Secrets for Investors & Entrepreneurs
Manage episode 298601358 series 2564698
Today we welcome Rachel Marshall and Bruce Wahner. Rachel is the co-founder and chief financial educator and content strategist of the money advantage. She's known for making money simple, fun, and doable. Bruce Wahner is the lead advisor of the money advantage where he designs and communicates individualized solutions that help their clients increase cash flow, and help with financial control.
Now, what is the money advantage? It's a team of financial freedom architects, for wealth creators, you have a three-step roadmap to maximize your money by keeping more of what you make, protecting it, and turning it into cash-flowing assets. Their family office model brings you the concierge service usually reserved for the ultra-wealthy, a team of licensed professionals to coordinate every part of your financial life. This includes strategies for cash flow, long-term tax reduction, estate, and business legal planning, creative whole life insurance strategies if you want an alternative investment.
Find complete show notes and more information at therichergeek.com/podcast
103 episodes
Manage episode 298601358 series 2564698
Today we welcome Rachel Marshall and Bruce Wahner. Rachel is the co-founder and chief financial educator and content strategist of the money advantage. She's known for making money simple, fun, and doable. Bruce Wahner is the lead advisor of the money advantage where he designs and communicates individualized solutions that help their clients increase cash flow, and help with financial control.
Now, what is the money advantage? It's a team of financial freedom architects, for wealth creators, you have a three-step roadmap to maximize your money by keeping more of what you make, protecting it, and turning it into cash-flowing assets. Their family office model brings you the concierge service usually reserved for the ultra-wealthy, a team of licensed professionals to coordinate every part of your financial life. This includes strategies for cash flow, long-term tax reduction, estate, and business legal planning, creative whole life insurance strategies if you want an alternative investment.
Find complete show notes and more information at therichergeek.com/podcast
103 episodes
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