loader from loading.io

Agency through Smart End of Year Tax Moves

Gary's Gulch

Release Date: 11/27/2023

Wisdom - Mind Your Own Business, Seriously show art Wisdom - Mind Your Own Business, Seriously

Gary's Gulch

A bit of a fun play on phrases, my message here is that the key to growing Agency and preserving freedom in America and the world is to focus on your life and your talents and Master them. Spend less time on the lives of others and more perfecting and sharing your craft, your business with the world. If you're a master at your craft, then you have unlimited power to the Agency, and therefore you don't need handouts and entitlements, AND the government has no power over you. Thus the incredible 250 year experiment is safe, we will remain a free people and a beacon of light for the world to...

info_outline
Stewardship is the Key to Agency! show art Stewardship is the Key to Agency!

Gary's Gulch

Every day, most of us battle the urge to get more stuff, keep up with the Joneses, and feed the ego. If what you are deeply seeking is Agency, the ability to live a righteous life on your terms, then you Must consistently win those battles. Stewardship, not ownership or possession is the key to Agency.   Highlights Who is Rabbi Daniel Lapin? The biblical parable of the talents, using it to reinforce his point about stewarding How Gary's wife comes up with a clever solution to his transport problem, enlightening him to the concept of shared economy or stewardship economy The convenience...

info_outline
Is There A Price Tag On Your Head? show art Is There A Price Tag On Your Head?

Gary's Gulch

I make a plug in this episode for mindset and focus on the Number ONE asset, YOU! The insurance companies see your value and my question is… Do you see it? And what is the number they tie to your family losing your valuable income? Listen in and find out.  Highlights Talking about how insurance companies assess human life value through factors such as the neighborhood and community, analogizing it to calculating the value of a piece of real estate. Discussing the decrease in human life value as people age and how insurance companies estimate this value. Declaring that the value of a...

info_outline
Just Figure it Out: Gary's Journey to Agency with Jen McAllister show art Just Figure it Out: Gary's Journey to Agency with Jen McAllister

Gary's Gulch

In this episode I read one of my favorite speeches, Teddy Roosevelt's Man in the Arena, and replay an episode of my good friend Jen McAllister's podcast where she interviews me on the challenges of my own journey to achieving and growing agency. Highlights Jen's podcast 'Just Figure It Out' and how it encourages people to start, to surround yourself with people who can help and to learn from others who have managed to figure things out Gary’s goal in life: To help individuals grow agency in their lives through financial knowledge and resources The importance of integrity in business and...

info_outline
2024: Goals, Gratitude and Freedom! show art 2024: Goals, Gratitude and Freedom!

Gary's Gulch

I open this early 2024 episode with reflection on the 3-day goals event I attended, add observations on the vital Iowa Caucus and end with a heart-warming and incredibly well-timed letter from a client. Highlights The various goal-setting methods that Gary tried in the past and the lessons learnt Achievements and setbacks from the past year Importance of relying on oneself for success instead of perspectiveless investing The sentiment of self-reliance and self-perception as an asset Support for President Trump due to his alignment with their personal beliefs and values Analysis of lobalists...

info_outline
Welcome to 2024: Making It An Amazing Success! show art Welcome to 2024: Making It An Amazing Success!

Gary's Gulch

In this short episode to start 2024, I reflect on how far we've come and what simple steps and focus we need to make this the best year ever. It is not hard, it just takes focus on the right things. Listen in and find out what those are. Highlights Recent podcast with Jen, CPA, business owner and accountant discussing business growth. Encouragement to celebrate success and use it as a platform to help others Outlook about the new year as a fresh start and the opportunity to set new goals Imploding woke and DEI movements The importance of self-evaluation and focusing on personal growth Details...

info_outline
End of Year Tax Moves - and Merry Christmas! show art End of Year Tax Moves - and Merry Christmas!

Gary's Gulch

I discuss feedback from a few investment field trips I took recently and thoughts on what you can Still Do to reduce your 2023 taxes. One week isn't much, but it is enough - reach out to me if you're a client and interested in help. Gratitude is the word of the day for this Christmas message, come listen and find out why! Links and Resources from this Episode Connect with Gary Pinkerton    Review, Subscribe and Share If you like what you hear please leave a review Make sure you’re subscribed to the podcast so you get the latest episodes.

info_outline
Huge Growth Occurs When Plans Fail, Not When They Succeed show art Huge Growth Occurs When Plans Fail, Not When They Succeed

Gary's Gulch

Along with partners Paradigm Life, I took a huge leap of faith in sponsoring an event last week and it was incredible, yet it went nothing like what I'd planned and rehearsed - was that bad? Absolutely not. It wasn't my plan that was playing out. Listen in and find out what I learned in this incredible growth experience! Highlights Different stages in life where one would reject or accept the concept of greater power or fate How these perceptions can change over time The role of individuals as instruments of a higher power’s vision and intentions The significance of moments of silence and...

info_outline
Feedback on Aspire Tour Atlanta and a fresh perspective on the Hierarchy of Wealth with Patrick Donohoe and John Stewart  show art Feedback on Aspire Tour Atlanta and a fresh perspective on the Hierarchy of Wealth with Patrick Donohoe and John Stewart

Gary's Gulch

I provide initial takeaways after returning from Aspire Tour Atlanta and turn it over to Patrick Donohoe for a fresh perspective on the Hierarchy of Wealth in an interview with our colleague John Stewart, originally airing on the Perpetual Wealth Strategy podcast.   Highlights Successful entrepreneurs and business owners like Kevin O'Leary, Jesse Itzler, and Sarah Blakely are mentioned for imparting their wisdom at a particular event. Emphasis is put on consulting with a wealth strategist or financial team before making any important financial decision. The impact of past...

info_outline
Finding Your Golden Nuggets and Enjoying the Journey show art Finding Your Golden Nuggets and Enjoying the Journey

Gary's Gulch

Your life has a powerful purpose and realizing that at the end, completing the journey is extremely important to you and all those you impact and leave to carry the torch when you're finished. Most of us don't know that purpose or why we encounter what we see as setbacks along the way. That's true for me, I get frustrated when my plan doesn't play out. My message to myself and Gary's Gulch today is that we're not playing out our plan, we're living out God's plan and recognizing that is key to a life of peace, abundance, joy and Agency.   Highlights How problems escalate regardless of...

info_outline
 
More Episodes

In this episode I discuss the actions you need to take in these last few weeks of the year if you want to prevent loss of your Agency through unnecessary tax payments. I give resources you can review to grow your financial Knowledge which brings Control over your resources and thus Agency. Have a listen and reach out to me if I can help you in these remaining weeks!

 

Highlights

  • Spend time reviewing previous podcasts and discussions on tax strategies.
  • Shares a client's story about selling property in a cyclical market, exploring different tax strategies and considerations.
  • The idea of 1031 tax deferred exchanges, and how they can sometimes lead to risky situations.
  • Gives advice on questions to ask your CPA, and offers to help listeners understand their tax return.
  • Ways to offset taxes, such as real estate professional status and running your own short-term rental.
  • Greater financial knowledge leads to greater control over financial assets, ultimately resulting in greater agency over one's entire life.


Links and Resources from this Episode

 

Review, Subscribe and Share
If you like what you hear please leave a review by clicking here

Make sure you’re subscribed to the podcast so you get the latest episodes.