Teaching our Kids Rentals and Infinite Banking Q&A - Part 2 with Aaron Chapman
Release Date: 05/19/2023
Can Passive Investing be done safely with Whitney Elkins-Hutten
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Many alternative investors see passive investing in syndications as the Easy Button for mailbox money. There are many pitfalls in all kinds of investments including syndications and the only way to reduce that is through education and personal involvement in due diligence. That's why I introduce you in this podcast to one of the best investor educators in the industry. Enjoy this interview with Whitney Elkins-Hutten. Highlights Historical outsourcing of financial management. The importance of self-education in finance. The risk of abdicating financial responsibility. Pitfalls of...
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Advice from my Dad - Happy Father's Day!
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Happy Father's Day to all the dads out there! I reflect on stories and wise sayings my father shared and lived out when I was a kid. Like your dad, he taught me timeless lessons that four decades later still fuels my passion for greatness - listen in to see how compassion, wisdom, kindness and street smarts from dad can lead to Agency, Freedom and preserving the American dream for your family. Highlights Inspirational wisdom from Uncle John. Father as best friend and mentor. Building a leaf book with Dad. Grace and learning from mistakes. Hardship, judgment, and...
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Reduce Taxes without the High Risk
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In this episode, I discuss the tools available in 2025 and for the next few years that allow business owners and high-earning W2 earners to eliminate the very destructive higher tax brackets without taking risk that you lose all the investment. Saving your hard-earned money from taxes is a powerful emotion and enables the "tax tail to wag the dog" - we get into investments we would not have made with people we don't know because of this emotion. Listen in to hear how reducing taxes is achievable with lower risk strategies in Hierarchy of Wealth Tier 2 - things you directly control. ...
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Trump Tariffs: The American Wealth Engine!
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Those in our government and corporate media would have you believe Tariffs are an act of war and recipe to destroy the American economy and way of life. They pretend that tariffs were not used before or that they were not what fueled our country for 150 years before we created income taxes. They're intentionally leading you astray. Under President Trump's approach we've already seen success with the best economy in the month of May in the last 30 years. Trillions of dollars of foreign country investment in the US. You can use the same principals and tools in your own personal economy - listen...
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MAGA Economic Strategy - Leadership Trumps Basic Math
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ent actions and their impact on the economy. Individuals look at the reconciliation act called the One Big Beautiful Bill act (OBBB) and that it cuts potentially $4.5T in revenue over the next 5 years and they determine that means our debt will go up by that amount. President Trump is using leadership tools to move our economy in the opposite direction. Specifically he's spurring significantly greater production domestically while simultaneously bringing in revenue from outside the country, specifically massive investment and tariffs. Tariffs are how we funded our country to be #1 in the world...
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Culture Drives your Team's Success
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If you run a team, a company or another organization, Culture above all else Drives your Success. And you have to Truly KNOW your people to build and sustain a winning culture. Highlights Empower your subordinates (employees; teammates) so they take the action you’d take, not ask ‘what should I do?’ Breed Readiness and Competency; the process I used and share here is: Study – Discuss – Role Play – Simulate – Perform – Learn from it Checking the organization's Temperature often; have TWO independent ways to know what your people are thinking and what’s going...
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Baby Boomers will retain the largest voting block through the 2026 midterms and while they are moving conservative, it is not happening quickly enough because of the hold that legacy media continues to hold on this cohort. I need agency-minded followers out there to adopt a boomer, have conversations with them, take them to lunch, expose them to what alternative media has been reporting for 5+ years - President Trump is creating huge wins every day but that message is not getting to the Baby Boomers via CNN or even Fox. Pitch in, get vocal with these seniors and let's MAGA! ...
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Want to Continuously Improve? Keep Score!
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Good teams get it right about half the time. Great teams work hard, build skill, and get it right most of the time. Exceptional teams excel because they critically review even their best performances to see what wasn't perfect that they could learn from and do better on the next time. It is a process that some call Plan-Do-Review and it was essential to high performance in the nuclear submarine force and for every team I've been on since. Highlights Networking with clients in person. Aspire for More Mastermind Group. Introduction to captive insurance. Switch to exclusively using Delta...
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Busting Financial Myths
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In this episode I tackle some common 'partial truths' that I hear from financial pundits and as concerns from clients who have encountered them and been sucked into their surface level statement. Context is huge, and understanding if these financial myths have any truth or apply at all to your situation is key to long term success. Please provide feedback if this episode was valuable or if you disagree - Highlights Lies vs. myths in finance. Misleading financial taglines. Whole life insurance expense debate. Liquidity during crises. Universal life insurance misconceptions....
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Finding Purpose and Growing your Ideal Tribe
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In this episode I replay a conversation I had for an upcoming Purpose and Cause book I'm writing with other graduate members of Tammi Brannan's Blueprint Process community. We discuss my unique purpose to help business owners, real estate investors and legacy-minded families grow their agency and freedoms. We also discuss a bit of my journey with God and how it has helped me gain focus and specificity on what I do, with whom I do it, and why. Highlights Never finish, always grow Importance of purpose Transformation through self-awareness Freedom through spiritual connection Letting...
info_outlineThis is the 2nd of a 2-part series on growing wealth through the combination of directly owned rental properties and infinite banking. In this one we discuss teaching the next generation, growing a legacy and answer some listener questions. If you missed part 1 last week, go back and review - I review why directly owned assets, the first investing tier in the Hierarchy of Wealth is vital to our long-term success and we discuss how each of us got started and why.
Episode Highlights
- Importance of having a solid foundation in your financial life to handle unexpected situations
- Warning against purely relying on market advisors for finances and the dangers of not taking control of your own investments
- The need for control and building a strong foundation before moving to speculation in finances
- Why you should start having a team of advisors such as property managers, wealth strategists, and mortgage experts like Aaron Chapman to navigate the financial world
- Utilizing a whole life insurance policy for financial planning within a family, and involving children in the process
- Structuring financial policies for children with the intention of continuing to build the family's wealth, and putting in place measures to protect against financial loss
- The potential benefits of borrowing against a whole life insurance policy or borrowing from a bank using the policy as collateral.
- The ease of adjusting the amount down payment depending on the specific property and market
- Differences between borrowing against a whole life insurance policy and other entities such as IRA and 401K
- Clarification on protection of cash value in policy from potential creditors and suggestions for equity stripping to protect the property
- Comparison between IUL (Indexed Universal Life) and whole life insurance policies
- Addressing whether the property needs to be in the name of the policy holder and who can borrow from the policy
- Discussing how cash value inside the policy can count as asset reserves on conventional loans and not count against DTI (Debt-to-Income ratio)
Links and Resources from this Episode - Connect with Gary Pinkerton
- https://www.paradigmlife.net/
- [email protected]
- https://garypinkerton.com/
- https://www.aaronbchapman.com/videos/
- https://www.youtube.com/watch?v=oaRJeL0m-j0&t=1s
- https://www.youtube.com/watch?v=zASwmWIbp34
- https://www.youtube.com/watch?v=Qp8eiCNQbsk&t=38s
- Connect with Aaron Chapman
- https://www.aaronbchapman.com/
- https://www.youtube.com/watch?v=oaRJeL0m-j0&t=1s
- https://www.youtube.com/watch?v=zASwmWIbp34
- https://www.youtube.com/watch?v=Qp8eiCNQbsk&t=38s
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