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Takeaways From Creating Your Future Event by Robert Helms

Gary's Gulch

Release Date: 01/13/2023

2025 Kickoff - Don't Miss Out! show art 2025 Kickoff - Don't Miss Out!

Gary's Gulch

I'm offering my clients and those interested in my help on their financial journey 30 min in January-February to lay out and strategize the intentions for 2025 and the next 3-5 years. This comes at a tremendous time cost and yet I'm 100% committed and confident it will add value to you and your future.   Highlights Kickoff meetings for clients. Financial health: cashflow, protection, and wealth. Wealth is stored energy. Cashflow: the lifeblood of financial health. Emphasis on relevance and value. Growing the team to manage burnout. The power of giving value first. Importance of...

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The Priceless Value of Liquidity and Control with Randy Wilson show art The Priceless Value of Liquidity and Control with Randy Wilson

Gary's Gulch

In this last segment of my second appearance on the Rich Mind podcast with Randy Wilson, we dig deep into the uses of cash value and how it is pivotal to growing wealth long term for yourself and your future generations.   Highlights Global optimism post-election Optimism in real estate and markets Energy independence and economic outlook Discussion on cash value and its uses Understanding collateral borrowing against assets Utilizing life insurance policy loans for investments Safe liquid investment explained Importance of control in financial management   Links and Resources from...

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The Power of Optimizing Cash Flow and using Family Banking in Every Stage of Life with Randy Wilson show art The Power of Optimizing Cash Flow and using Family Banking in Every Stage of Life with Randy Wilson

Gary's Gulch

In this part two of my second appearance on the Rich Mind podcast with Randy Wilson, I discuss the importance and method of Optimizing Cash Flow and discuss Family Banking's role in Legacy and how it works for you throughout each stage of your life.   Highlights Mindset shift and wealth-building. Importance of early financial planning. Family’s response to life challenges. Teaching young clients about insurance. Optimizing whole life insurance for tax benefits. Building efficient financial strategies. Growth, income, and legacy phases. Legacy planning with life insurance. Value of...

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Family Banking - Getting to your Financial Goals with Certainty! show art Family Banking - Getting to your Financial Goals with Certainty!

Gary's Gulch

In this part of my second appearance on the Rich Mind podcast with Randy Wilson, I dig into the importance of operating your financial life on two parallel paths, the protection side of which most Americans ignore at their own peril. Highlights Thanksgiving Reflection and Future Hope. The Logic of Listening at 2X Speed. Background and Foundation of Life Insurance. Term vs. Whole Life Insurance Simplified. Financial Planning: Parallel Paths Concept. Generational Wealth Building with Life Insurance. Personal Experience Driving Insurance Needs.   Links and Resources from this Episode ...

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AI, Using it Wrong will Destroy Trust and Reputation show art AI, Using it Wrong will Destroy Trust and Reputation

Gary's Gulch

The AI revolution is developing like most previous disrupting technology trends, with everyone in a scramble to use it more than their competitors. And just like previous cycles, many are making grave mistakes. Tricking your customers into thinking a computer is actually you, the one they trust will destroy your sales and relevance when they find out.   Highlights Misconceptions and recess appointments. Embracing unemotional, fact-based dialogue. The significance of recess appointments throughout history. Women’s intuition and male risk-taking instincts. The role of human instinct in...

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Creating a Rich Mind and Wealth with Randy Wilson show art Creating a Rich Mind and Wealth with Randy Wilson

Gary's Gulch

Podcaster and good friend Randy Wilson invited me onto the Rich Mind podcast to discuss generational wealth and legacy. Learn how to create wealth, hold onto it and educate the future generations to do the same. Highlights Wealth vs. Legacy: Defining Key Concepts. Importance of Investing in Yourself. Opportunity Cost: Using Cash vs. Borrowing. Embracing Boring Businesses: Opportunity in Overlooked Industries. Infinite Banking: A Tool for Legacy Planning.   Links and Resources from this Episode Connect with Gary Pinkerton Connect with Randy Wilson      Review,...

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Heal America to Save the World, Start TODAY show art Heal America to Save the World, Start TODAY

Gary's Gulch

The 2024 election is in the history books. Now it is time to show what true leadership is all about. Come together, embrace those that voted differently than you did and work as a united country to save the world. This means no in-fighting and rather seeing the true common enemy - the spread of evil across the globe that is leading directly to WW3, something that was a foregone conclusion until last night. We can fix all of this and bring prosperity to our country and the world that can last for a century - Listen in to find out how.   Highlights Post-election reflection and gratitude....

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FOCUS is always the key to sustained and extraordinary success show art FOCUS is always the key to sustained and extraordinary success

Gary's Gulch

Financial advisors are perhaps most well known for their milk toast advice to create a 'diversified portfolio of blah, blah and blah'. Business owners don't follow balance and diversification, they Focus just as Olympic athletes and anyone at the top of their field does.  I teach my clients to focus for Agency - listen in to hear why and how. Highlights Voting for optimism and unity. Bringing optimism to counter negativity. Shepherding clients like a guide. Challenges and opportunities in financial management. Free-market economics and Nelson Nash. Focus vs. diversification in investing....

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Early Voting, Hurricanes and the Formula for an Abundant Life - What a Blast! show art Early Voting, Hurricanes and the Formula for an Abundant Life - What a Blast!

Gary's Gulch

I update the Gulch on the hurricanes and make a renewed push for Early Voting. Then I discuss a very misunderstood financial issue - how to grow wealth with certainty and then not outlive your money in retirement. Highlights Eye of the storm: Hurricane Milton impact. Personal experience with rising water surge. Importance of voting early. Two parallel paths: protection and wealth. Exponential growth of wealth accumulation. Critical retirement planning insights. Encouraging continuous work post-retirement. Significance of longevity risk in retirement. Overview of retirement income strategies....

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Zero Red Flags - Only do deals with Good People show art Zero Red Flags - Only do deals with Good People

Gary's Gulch

I start with another huge push to bank your vote early - there are 5-6 states already open and we NEED to get all our friends to vote as soon as possible to help those in the swing states trying to get all patriots registered and their vote counted. If you vote, they know they can now focus on someone else! How do you avoid the risks of investing with a crook who will Take your money, an idiot who will Lose your money, or a lazy person who just doesn't Shephard your money? Only do investments where there have been absolutely NO red flags that concerned you, and with people you know very well...

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More Episodes

I give a brief takeaway from this epic event and make some recommendations on how to move forward in 2023. It's going to be an epic year and chapter in Abundance, Patriotism, and Freedom!


Episode Highlights

  • Benefits of taking time for reflection
  • Making risks in relationships and creative endeavors
  • Initial reflections and takeaways from the Creating Your Future event
  • Biggest realizations after attending the event
  • Lessons from the senior citizens who shared their insights after retirement
  • Book recommendations from Gary

    Links and Resources from this Episode
  • Called to Wealth Summit
  • Connect with Gary Pinkerton
  • https://www.paradigmlife.net/
  • [email protected]
  • https://garypinkerton.com/ 


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