Watch the webinar on the Rockefeller Method now: https://shorturl.at/14eAL

In this episode, Darren and Christina continue their Rockefeller Method series by diving into one of the most misunderstood wealth-building tools: life insurance. But not the way you think.

Chapter 5 of “What Would the Rockefellers Do?” outlines how the ultra-wealthy have been using high-cash-value life insurance policies to grow and protect their wealth for generations. While most people think of insurance as just a payout when you die, the rich think of it as a living benefit — a financial engine they can access and control throughout their lifetime.

We break down how Canadians — business owners, real estate investors, and even everyday families — can use this exact strategy to unlock liquidity, minimize tax, and build multi-generational wealth. Tune in now!

Show notes:

00:00 - Introduction

3:10 - The living benefits of life insurance

8:55 - Breaking down “capital capture”

12:10 - Using life insurance as an opportunity fund

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Watch the webinar on the Rockefeller Method now: https://shorturl.at/14eAL

On today’s episode, Darren sits down with Joe DiPenta. Not only did Joe win the Stanley Cup with the Anaheim Ducks, he’s also a great friend of Control and Compound and has been vital in implementing EOS (entrepreneurial operating system) at C&C. Whether you’re a business owner, a Canadian, or a sports fan, this conversation has something for everyone. From hockey highlights to business breakthroughs, Joe shares insights on winning both on the ice and in the office. Tune in and get ready to be inspired!

Show notes:

00:00 - Introduction to Joe DiPenta

1:40 - Joe’s journey in the game of hockey

8:25 - Joe on winning the Stanley Cup with Anaheim

17:00 - Joe’s day with the Cup

20:00 - Joe’s transition out of pro hockey and into the business world to become an EOS implementer

22:15 - What is EOS?

23:50 - Joe on the EOS process

27:50 - Joe on “right person right seat”

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Watch the webinar on the Rockefeller Method now: https://shorturl.at/14eAL

SIGN UP FOR OUR LIVE MONTHLY WEBINAR: https://www.controlandcompound.com/live-webinar

On today’s episode, it’s the June update! We can’t believe the summer’s almost here but Darren and Christina have lots to chat about including a Bank of Canada update, a closer look at inflation, an interesting chat about who’s currently buying Bitcoin, as well as some life insurance industry news you don’t want to miss. Tune in now!

Show notes:

00:00 - Introduction

00:55 - Bank of Canada update

4:50 - Canadian dollar update

6:35 - Bitcoin update

11:05 - Real estate update

16:40 - Economic news

19:20 - Life insurance industry news

23:50 - Control and Compound news

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Watch the webinar on the Rockefeller Method now: https://shorturl.at/14eAL

SIGN UP FOR OUR LIVE MONTHLY WEBINAR: https://www.controlandcompound.com/live-webinar

On today’s episode, Darren and Christina dive into the global bestseller "The 5AM Club" by Robin Sharma — a book that’s transformed the routines of billionaires, pro athletes, and top performers. They break down the 20/20/20 formula, the power of the victory hour, and why investing in yourself first thing in the morning might be the greatest financial decision you’ll ever make. Tune in now!

Show notes:

00:00 - Introduction

2:20 - What is “The 5AM Club” about?

6:25 - The 20/20/20 Formula

12:35 - Why does this book matter for wealth builders?

14:50 - Day stacking

17:35 - Is the 5AM club for everyone?

20:30 - A challenge for our listeners!

BOOK A CALL WITH US NOW: https://www.controlandcompound.com/contact-us

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Watch the webinar on the Rockefeller Method now: https://shorturl.at/14eAL

SIGN UP FOR OUR LIVE MONTHLY WEBINAR: https://www.controlandcompound.com/live-webinar

On today’s episode, we’re asking a question that a lot of us don’t want to ask: “What happens to my business when I die?” And more importantly, what do you need to know about death and taxes in Canada when it comes to your business. Darren and Christina break it all down including RRSPs, capital gains, corporate real estate, and of course utilizing life insurance in your tax planning. They also go through a great real world example and finish with a quick summary of how the Rockefeller Method works. Tune in now!

Show notes:

00:00 - Introduction

1:20 - Understanding death and taxes in Canada

7:15 - RRSPs and capital gains

9:50 - Corporate real estate

12:05 - Life insurance as part of tax planning

16:20 - Example of an entrepreneur who started a business from scratch and after 20-30 years, the business is worth 10 million and the entrepreneur passes away… what happens next?

25:30 - Non-tax considerations

30:20 - The Rockefeller Method

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Watch the webinar on the Rockefeller Method now: https://shorturl.at/14eAL

SIGN UP FOR OUR LIVE MONTHLY WEBINAR: https://www.controlandcompound.com/live-webinar

We’re back with part 2 of our series on the Rockefellers and in this episode, Darren and Christina are breaking down what the Rockefellers called their “Family Legacy Rings”. These 3 legacy rings are the family office, the family retreat, and the family constitution and they play a vital role in ensuring that the family understands the responsibilities they have when it comes to the family wealth. Tune in now!

Show notes:

00:00 - Introduction

1:50 - Breaking down “Family Legacy Rings” - Number one: The family office

4:05 - Number two: The family retreat

8:20 - Number three: The family constitution

14:50 - The power of cash value life insurance

18:10 - Wrap up

BOOK A CALL WITH US NOW: https://www.controlandcompound.com/contact-us

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Watch the webinar on the Rockefeller Method now: https://shorturl.at/14eAL

SIGN UP FOR OUR LIVE MONTHLY WEBINAR: https://www.controlandcompound.com/live-webinar

In this must-listen episode, Darren and Christina sit down with group insurance expert Pat McIver to unpack everything employers and employees need to know about group benefits. From the basics of coverage and cost-sharing to how high-cost medications like Ozempic and biologics are reshaping plans, this episode delivers practical insights you won’t find in a brochure. Learn how to structure a tax-efficient benefits plan, why claims experience matters, and how the coming changes in pharmacare might impact your business. Whether you're managing a two-person team or a 100-person company, this conversation is packed with essential knowledge, tune in now!

Show notes:

00:00 - Introduction to Pat McIver

1:55 - Breaking down group benefits

7:30 - Is Ozempic and other new drugs covered?

12:30 - What types of claims will drive up the premium?

14:40 - Minimum number of employees needed to start a benefits plan

15:45 - Best practices from employer standpoint on long term disability coverage

18:40 - What is a health spending account?

22:15 - Tips for business owners on what to avoid and what they should be looking at

BOOK A CALL WITH US NOW: https://www.controlandcompound.com/contact-us

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Watch the webinar on the Rockefeller Method now: https://shorturl.at/14eAL

SIGN UP FOR OUR LIVE MONTHLY WEBINAR: https://www.controlandcompound.com/live-webinar

On today’s episode, Darren and Christina are bringing it back to the beginning and doing a refresher episode of what is the infinite banking concept, how does it work, and provide a fantastic example of what it looks like in real time. Whether you’re a new listener or you’ve been with us since the beginning, you do not want to miss this episode, tune in now!

Show notes:

00:00 - Introduction

1:15 - Brief overview of “what is infinite banking?”

5:25 - What is the product that is used in the infinite banking concept?

7:00 - How do the loans work?

8:45 - Why do wealthy individuals use infinite banking?

11:05 - Retirement and legacy planning

14:20 - Working with someone that specializes in the infinite banking concept

17:00 - Example of using the infinite banking concept

27:05 - Wrap up

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