Episode 459: No. 7 The Brown Belt: Create a Family Banking System That Lasts Over 100 Years

In this episode, we ask:

What can span three or more generations?
Have you considered the family office?
Would you like to get going with capturing your monthly cashflow with No. 1 The White Belt?
Would you like to advance to working with the most important people in your life, No. 2 The Yellow Belt?
Would you like to climb up and out on eliminating debt with No. 3 The Orange Belt?
Would you like to review strategies to protect your retirement and business with No. 4 the Red Belt?
Would you like to architect a cash flow system with No. 5 the Green Belt?
Would you like to tackle massive expenses with No. 6 the Purple Belt?
Have you heard the old proverb?
Do we prepare the people for the money?
Have you read Perpetual Wealth by Kim Butler?
What does this strategy involve?
What is tax free under current tax law?
What about the fund and the family council?
Would you like to plan and participate in an intentional family retreat?
What opportunities would strengthen everybody?
Have you crafted a family mission statement?
How does a family keep the fund distinct from a “family piggy bank”?
What will the next generation learn?
What about family loan requests and family fund underwriting?
What happens when the family approves a loan?
How many families don’t ever talk about money?
What is the reward?
Will your wealth be a blessing or a curse to the future generations?
What do Americans fear more than dying?
What are the takeaways?
Would you like to meet with Mark or one of Mark’s associates?