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Feb 17, 2022

Financial security and time/money freedom: these are the things that every business owner wants to achieve. As with most financial concepts, there is so much that we don’t know, and we have to be willing to learn new things and think outside the box. Join us for today’s conversation that will challenge your thinking and break down the simplest elements of your cash flow system.

Rachel Marshall 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 is currently writing a book about her near-death experience and how it became the springboard for her family’s multi-generational legacy of more than money. 


The Money Advantage is a team of financial freedom architects for wealth creators. Using their three-step roadmap, you can 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 (privatized banking), and alternative investments. 


Join us to learn how you can do THE BEST with your money and optimize your financial life!


Profit by Design is a Tap the Potential Production in collaboration with Small Business Consulting Group. 


Show Highlights:


  • Rachel’s near-death experience that became her deeper WHY


  • What financial legacy for our children REALLY means


  • The initial steps in Rachel’s financial transformation


  • How privatized banking works as a strategy for accessible, growing, and safe cash


  • How a whole life insurance policy can be an infinite banking solution


  • How Rachel’s holistic approach of product + strategy can be maximized for the best results


  • Investment options for the best ROI within your system of assets (“Having more options means having more freedom.”)


  • How privatized banking can impact our lives in positive ways to build time and money freedom


  • The three-fold Wealth Creator’s Cash Flow System: foundation, protection, and increase


  • How business owners can use Rachel’s system to maximize the efficiency of cash flow and multi-generational legacy


  • How Rachel’s podcast, The Money Advantage, covers ways that business owners can control their cash, understand relevant legislation, enjoy their money more, and more!


  • Rachel’s book, 7 Generations, is coming out soon with help for designing a multi-generational legacy of more than money, along with stewardship principles 

Connect with Rachel: 


Get the FREE Quick & Easy Privatized Banking Guide for Investors at 

The Money Advantage

Privatized Banking Secrets 


Find Rachel and The Money Advantage on Facebook, YouTube, and LinkedIn.

Links and Resources:


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