Capital Strategy: Making Money Moves That Preserve and Multiply Wealth. Ep.5
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Capital Strategy: Making Money Moves That Preserve and Multiply Wealth. Ep.5
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About this listen
You’ve earned the income - but have you built a strategy?
In Episode 5, Marcella and Mark dive into the “C” of the L.E.G.A.C.Y. Pregame Framework: Capital Strategy.
This episode is your go-to guide for structuring wealth with purpose, not just profit. They walk you through a powerful capital strategy — life insurance, investing, estate planning, and funding a trust — and how each one aligns with the Wealth Framework (Rate of Return, Safety of Principal, Liquidity, and Tax Advantages).
Whether you're trying to protect your money, grow it, or pass it on with intention — this conversation gives you the blueprint to do it right.
Plus: Don’t miss the 3-step Pregame Practice to help you assess your current financial positioning and start building with clarity.
Download the free LEGACY Clarity Workbook at LEGACYPregamePodcast.com\