Jen McAllister, founder of Rise CPAs and Accountants - Bringing Huge Value to your Business
Gary's Gulch
As promised in the last episode, I turn the tables on my client and fellow business owner Jen McAllister to explain how her team of CPAs and Accountants deliver everything for small to medium sized businesses. She's passionate about helping businesses clean up the books, get more tax efficient and grow. Listen in to see if this tremendous team is right for your business. Highlights Preparing assets for sale Value by strategic design The role of family and business in the U.S. Evolving with client needs Year-round business immersion Bookkeeping vs. strategy ...
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Tools for Successful Business and Legacy with Jen McAllister
Gary's Gulch
This is part 2 in a series on creating successful family businesses and legacy. The last episode laid out why it is important. This episode introduces how to do it, what tools help my clients as their guide towards a successful family wealth, agency and legacy. Highlights Elon Musk’s vision for the future. Importance of a strong family unit. Elon Musk and leadership decisions. Infinite Banking and legacy tools. New challenges for business owners. Becoming a certified exit planning advisor. The importance of owning your expertise. Turning a Ponzi scheme failure into...
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Focusing on Family and Business is the Key to Defeating Evil
Gary's Gulch
Many were shocked when a hardcore socialist was elected mayor of NY City, the symbol of financial strength and the successful American experiment. How do we save America and the world? Agency, of course - but it is deeper than we've discussed before - listen in to this first of a two-part series on the importance of strong nuclear families and the American business owner hear why! Highlights Agency as personal freedom. Historical perspective on individual rights. Current societal and political challenges. The power shift: weak people creating hard times. Predicting a return to...
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Family Banking and Legacy with Jaden Zubal
Gary's Gulch
This is the audio recording of a webinar I produced with Jaden Zubal recently for our combined audiences. We discuss how we help business owners, Real Estate Investors and those looking to leave a financial and cultural legacy for their future generations or a cause they are passionate about sustaining long after they are gone. Links and Resources from this Episode Connect with Gary Pinkerton Connect with Jaden Zubal Review, Subscribe and Share If you like what you hear please leave a review by Make sure you’re...
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Rentals and the Economy with Aaron Chapman
Gary's Gulch
I welcome back to Gary's Gulch close friend and expert mortgage lender Aaron Chapman to discuss recent changes in interest rates, inflation and the threat of new quantitative easing. What does it all mean and how do you protect your retirement, your family and your legacy? And as a bonus, we give a preview to an incredible personal growth experience we're launching in the Ozark mountains in 2026. Links and Resources from this Episode Connect with Gary Pinkerton Connect with Aaron Chapman Review, Subscribe and Share If...
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Demystifying Trusts and what you need to do NOW
Gary's Gulch
Most of my clients are confused, frustrated and frankly misled on this involved topic. Attorneys have the tendency to want to show the breadth of their knowledge and that is a big disservice to individuals trying to navigate all the options and features available in this broad topic of Trusts. This is a really important topic that many families put off unnecessarily and take big financial risk in doing so - listen in and let's take this worry off the table with concrete steps you can easily take. Highlights 1% of financial advisors struggle with trust knowledge. Types of trusts. ...
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30 Year Mortgage - the Best choice backed by the Math
Gary's Gulch
The Fed finally lowered interest rates and the mortgage companies are relentlessly pushing for refinances. What is the best choice? In almost all cases, it is the 30 year fixed. Why? Many reasons - listen in and find out! Highlights Fed lowers interest rates: Mortgage opportunities. Velocity banking: An Australian trick. Bet on yourself: God-driven decisions. 15-year vs 30-year mortgages: Initial setup. Payment calculations: Mortgage comparison. 15-year mortgage interest: Quick payoff impact. Cash vs mortgage: Wealth building scenarios. Million-dollar example: Time as a...
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Lower Rates, Prophets and Celebrating the Wins
Gary's Gulch
September 2025 has been a whirlwind of change and unprecedented events. The Fed finally lowered rates, the economy is booming, there is a revival of goodness in our country and the world. It is time to celebrate the wins! Highlights Clarification: Prophets vs. Profits. Charlie Kirk’s legacy and impact. Handling triggers and emotional responses. Responding vs. reacting - Zig Ziglar’s insight. Focusing on gratitude to avoid being triggered. Good vs. Evil: A testament to God’s existence. Erica Kirk’s forgiveness at Charlie Kirk’s memorial. Current events: Federal...
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Why invest and How to Optimize every Dollar
Gary's Gulch
Most people do very little strategic thinking about what investments they have or why they have them. They simply follow the herd or a popular investment newsletter that promises huge returns. In this episode I explain why residential rental properties are a cornerstone of my investment strategy and why I recommend you consider them as well. I get into specifically why I support these investments with infinite banking or family banking life insurance policies and show a couple of examples of the financial impact of doing so. Highlights Why rental properties and hard assets? Impact...
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Liquidity is Your Super Power!
Gary's Gulch
I constantly get questions and push-back on holding so much of my client's net worth as liquidity in their Hierarchy of Wealth's Tier 1 foundation layer. This episode digs into things we've heard like Cash is Trash so that business owners, real estate investors and those managing their family finances can put into perspective the value of liquidity and looking holistically at their Return on Wealth, not just microscopically at one investment they made or another. Bottom line - liquidity is king, it is food for the racehorse, and if you are seeking greater agency in your life then You are that...
info_outlineI took a few minutes with the CEO of Paradigm Life and my mentor, Patrick Donohoe, during a packed week of working with business owners at the Money Is Mastermind in FL to discuss new features we've released for our clients to help them grow the Agency and achieve their financial dreams.
Who’s the Guest?
Patrick Donohoe founded Paradigm Life in 2007 and, like many during the 2008-2009 financial crisis, learned firsthand about the unpredictability of the business environment and economy. That period tested him but also shaped him. Amidst the struggle, he worked tirelessly, providing consultations and webinars to help people navigate the financial storm. This journey compelled Patrick to write “Heads I Win Tails You Lose – A Financial Strategy to Reignite the American Dream” in 2018.
Episode Highlights
- The 'Hierarchy of Wealth' and how it can help you monitor your finances
- How max-funded Whole Life can be used for loans, buying assets, etc
- A strategy to use life insurance as an asset replacement
- How the death benefit of a life insurance policy can be used while one is alive and help in achieving one's legacy
- The value of the cash component and guarantees in life insurance policies
- The various educational content available on the portal, including business strategy, personal finances, and the usage of life insurance in regards to real estate
Links and Resources from this Episode
- Connect with Gary Pinkerton
- https://www.paradigmlife.net/
- gpinkerton@paradigmlife.net
- https://garypinkerton.com/
- Connect with Patrick Donohoe
- https://clientportal.paradigmlife.net/signin
- https://www.linkedin.com/in/paradigmlife
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