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...
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Is it bad enough yet? Excellence means acting before it is
Gary's Gulch
One of my heroes and a great Patriot, Dan Bongino would ask this repeatedly on his podcast and radio show before he accepted the position as 2nd in charge at the FBI. When people constantly endured incremental losses of freedom and agency, he would point out that is simply wasn't bad enough for them to put a stop to it yet. How do we avoid this cycle of pain and change beforehand? I've got some thoughts, listen in! Highlights Question to the audience: Facing life challenges? Insight from Russell Brand on life difficulties. Personal struggle with faith and surrendering to God. ...
info_outlineMost 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
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1% of financial advisors struggle with trust knowledge.
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Types of trusts.
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Three key aspects of trusts.
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Revocable vs irrevocable trusts.
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Purpose of revocable living trusts.
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Avoiding probate with a trust.
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Control from the grave.
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When a trust becomes irrevocable.
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Importance of asset protection.
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Tax implications of irrevocable trusts.
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The role of domestic asset protection trusts.
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Income tax implications for trusts.
Links and Resources from this Episode
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Connect with Gary Pinkerton
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