Capital Gains Tax Solutions Podcast Your Wealth Plan With Infinite Banking & Deferred Sales Trust with Bruce Wehner and Rachel Marshall
Bruce Wehner is the Lead Advisor of The Money Advantage, where he designs and communicates individualized solutions that help clients increase cash flow and financial control. Bruce leans on his experience as an educator and varsity head coach, lifelong entrepreneur, and real estate investor.
Rachel Marshall, on the other hand, is the Co-Founder, Chief Financial Educator, and Content Strategist of The Money Advantage. She is known for making money simple, fun, and doable. She’s currently writing a book about her near-death experience and how it became the springboard for her family’s multi-generational legacy.
Bruce Wehner and Rachel Marshall are the co-hosts of The Money Advantage podcast, the popular business, and personal finance show.
It all started when Bruce Wehner was approached by someone from Franklin Life. At that time, they were recruiting educators to actually work part-time, to teach financial education for their whole life insurance products as a way to have tax-free retirements. This is how he got into the financial industry. Bruce met Rachel several years ago because their parent company in St. Louis, e3 Consultants Group, was actually trying to help the industry be more collaborative. They thought that if they could actually raise the tide, all the boats would go with it and so they were trying to do things in a collaborative, not a competition. They had the idea of doing The Money Advantage Podcast so that they could teach educational financial topics and that's where they are today.
In our conversation, we discussed:
● Cost segregation strategy
● Tactics to accomplish the purpose of cash flow and control
● Importance of controlling when and how you pay taxes or getting money into a tax-free situation
Love the show? Subscribe, rate, review, and share!
Join the Capital Gains Tax Solutions Community today: