We all work hard to achieve Agency for our family and to sustain it after we are gone. Many mistakenly think you can build it with just offense, then protect with defense, but successful families and businesses focus on both consistently. Listen in, we'll build the castle together.

Highlights

• Retirement misconceptions and financial fears.
• Analogy of the medieval kingdom for asset protection.
• Political views on Trump’s influence on American prosperity.
• The risks of open borders and property rights.
• Different layers of asset protection.
• Using entities like LLCs for asset protection.
• The importance of insurance in asset protection.
• The role of a revocable living trust.
• Understanding outside vs. inside protection for LLCs.
• Irrevocable trusts for estate tax avoidance.
• Irrevocable trusts poise for a future episode.

Links and Resources from this Episode

• Connect with Gary Pinkerton
• https://www.paradigmlife.net/
• gpinkerton@paradigmlife.net
• https://garypinkerton.com/

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I provide a summary and insights from a course I'm teaching monthly in major cities around the country on how to create and hold onto Agency - you need a good defense. Listen in and if this resonates, come join me at one of these events later this year. We'll be in Los Angeles, Denver, Chicago, New York/New Jersey, Miami, Orlando and Houston at a minimum.

Highlights

• Importance of defense in asset protection.
• The parallel paths of protection and wealth accumulation.
• The risks of relying on market-based financial advice.
• The dangers of passive investments during economic downturns.
• Building a hierarchy of wealth from the bottom up.
• Protecting the number one asset: yourself.
• Deconstructing wealth from the top down during spend-down phase.
• Preparing for the second episode on trusts and LLCs.

Links and Resources from this Episode

• Connect with Gary Pinkerton
• https://www.paradigmlife.net/
• gpinkerton@paradigmlife.net
• https://garypinkerton.com/
• https://www.aspiretour.com/

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.

• Subscribe with Apple Podcasts
• Follow on Audible
• Subscribe with Listen Notes
• Subscribe with RSS

Agency - What is it, why is it vital to flourishing as a human and how to implement the best tool I know of to bring it into your life for generations, a Family Banking strategy.

Highlights

• The financial lessons learned from losing half his net worth during the Great Recession and his realization of the need for control over personal finances.
• His philosophy and approach to financial education and control, derived from Ayn Rand's teachings on being a producer and growing agency in one's life.
• The specialized design of overfunded whole life insurance known as the Family Bank, detailing how it allows for liquidity and control while simultaneously offering protection.
• The application process for life insurance, describing it as straightforward and typically done online.

Links and Resources from this Episode

• Connect with Gary Pinkerton
• https://www.paradigmlife.net/
• gpinkerton@paradigmlife.net
• https://garypinkerton.com/
• https://calendly.com/gary-pinkerton/30min?back=1

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.

• Subscribe with Apple Podcasts
• Follow on Audible
• Subscribe with Listen Notes
• Subscribe with RSS