Want to create an interactive transcript for this episode?
Podcast: Capital Gains Tax Solutions Podcast
Episode: Your Wealth Plan With Infinite Banking & Deferred Sales Trust with Bruce Wehner and Rachel Marshall
Description: 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 We...