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Whether or not you even had any kids, you should listen up as we discuss the benefits of the 529 savings plan as a vehicle for creating multigenerational inheritance – even for yet-to-be-born people! In this episode we give you a quick overview of why 529 plans are powerful and discuss how very few people use them to their fullest advantage.
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AW Bootcamp: Aug 21-23 If you want to pass down a family business without creating tension, resentment, or long-term conflict, this episode breaks down...
A quick BlogPod this week in which Mark will kick you some good books that were read in the past year or so, and...
Whole life insurance is being rebranded right now as “Bank on Yourself” or “Infinite Banking”—and the pitch sounds incredibly attractive. It promises safety, guaranteed...
