It has been said that you never get a second chance to make a first impression. Whether it is with your potential client, a new boss or your future mate, words and tonality carry a lot of weight and the ones you are using may be torpedoing your chances. Are you presenting yourself using words and a timid tone that are both full of toxic baggage? Listen in and let's find out. Highlights Questioning speech impacting opportunities. The future relationship with AI. Generational gap in job interviews...
Jul 03, 2025•25 min•Ep. 220
Many alternative investors see passive investing in syndications as the Easy Button for mailbox money. There are many pitfalls in all kinds of investments including syndications and the only way to reduce that is through education and personal involvement in due diligence. That's why I introduce you in this podcast to one of the best investor educators in the industry. Enjoy this interview with Whitney Elkins-Hutten. Highlights Historical outsourcing of financial management. The importance of se...
Jun 27, 2025•38 min•Ep. 219
Happy Father's Day to all the dads out there! I reflect on stories and wise sayings my father shared and lived out when I was a kid. Like your dad, he taught me timeless lessons that four decades later still fuels my passion for greatness - listen in to see how compassion, wisdom, kindness and street smarts from dad can lead to Agency, Freedom and preserving the American dream for your family. Highlights Inspirational wisdom from Uncle John. Father as best friend and mentor. Building a leaf book...
Jun 20, 2025•24 min•Ep. 218
In this episode, I discuss the tools available in 2025 and for the next few years that allow business owners and high-earning W2 earners to eliminate the very destructive higher tax brackets without taking risk that you lose all the investment. Saving your hard-earned money from taxes is a powerful emotion and enables the "tax tail to wag the dog" - we get into investments we would not have made with people we don't know because of this emotion. Listen in to hear how reducing taxes is achievable...
Jun 13, 2025•40 min•Ep. 217
Those in our government and corporate media would have you believe Tariffs are an act of war and recipe to destroy the American economy and way of life. They pretend that tariffs were not used before or that they were not what fueled our country for 150 years before we created income taxes. They're intentionally leading you astray. Under President Trump's approach we've already seen success with the best economy in the month of May in the last 30 years. Trillions of dollars of foreign country in...
Jun 06, 2025•24 min•Ep. 216
ent actions and their impact on the economy. Individuals look at the reconciliation act called the One Big Beautiful Bill act (OBBB) and that it cuts potentially $4.5T in revenue over the next 5 years and they determine that means our debt will go up by that amount. President Trump is using leadership tools to move our economy in the opposite direction. Specifically he's spurring significantly greater production domestically while simultaneously bringing in revenue from outside the country, spec...
May 30, 2025•32 min•Ep. 215
If you run a team, a company or another organization, Culture above all else Drives your Success. And you have to Truly KNOW your people to build and sustain a winning culture. Highlights Empower your subordinates (employees; teammates) so they take the action you’d take, not ask ‘what should I do?’ Breed Readiness and Competency; the process I used and share here is: Study – Discuss – Role Play – Simulate – Perform – Learn from it Checking the organization's Temperature often; have TWO independ...
May 23, 2025•34 min•Ep. 214
Baby Boomers will retain the largest voting block through the 2026 midterms and while they are moving conservative, it is not happening quickly enough because of the hold that legacy media continues to hold on this cohort. I need agency-minded followers out there to adopt a boomer, have conversations with them, take them to lunch, expose them to what alternative media has been reporting for 5+ years - President Trump is creating huge wins every day but that message is not getting to the Baby Boo...
May 16, 2025•21 min•Ep. 213
Good teams get it right about half the time. Great teams work hard, build skill, and get it right most of the time. Exceptional teams excel because they critically review even their best performances to see what wasn't perfect that they could learn from and do better on the next time. It is a process that some call Plan-Do-Review and it was essential to high performance in the nuclear submarine force and for every team I've been on since. Highlights Networking with clients in person. Aspire for ...
May 09, 2025•28 min•Ep. 212
In this episode I tackle some common 'partial truths' that I hear from financial pundits and as concerns from clients who have encountered them and been sucked into their surface level statement. Context is huge, and understanding if these financial myths have any truth or apply at all to your situation is key to long term success. Please provide feedback if this episode was valuable or if you disagree - [email protected] Highlights Lies vs. myths in finance. Misleading financial taglines. ...
May 02, 2025•28 min•Ep. 211
In this episode I replay a conversation I had for an upcoming Purpose and Cause book I'm writing with other graduate members of Tammi Brannan's Blueprint Process community. We discuss my unique purpose to help business owners, real estate investors and legacy-minded families grow their agency and freedoms. We also discuss a bit of my journey with God and how it has helped me gain focus and specificity on what I do, with whom I do it, and why. Highlights Never finish, always grow Importance of pu...
Apr 25, 2025•37 min•Ep. 210
I've been asked for years to do a podcast on Lessons from my unusual life's journey - Farmer, US Naval Academy, Nuclear Submarine Command, Joint Chiefs at the Pentagon, Real Estate and Financial Services. I'm also collecting materials over time to do a book, and this is the result - multi-part Life Lessons presentation across many podcast episodes with a current events flavor. Today we go over working hard at a young age and listening to divine guidance. Let me know what you think! Highlights Ef...
Apr 18, 2025•38 min•Ep. 209
I provide quick takeaways from a fantastic real estate investing event I've attended for many years - Jason Hartman's Empowered Investor Live, and replay a classic training he did for the event many years ago, the 10 Commandments of investing that are as relevant today as they were 12 years ago. Highlights Powerful client relationships and building lasting connections. Revisiting insightful Meet the Masters event of 2012. Ten Commandments of Real Estate Investing. Cultivating and maintaining fin...
Apr 11, 2025•46 min•Ep. 208
In this last part of our 3-part series on financial life we talk Legacy. I explain how legacy differs from generational financial wealth and how to sustain it long after you are gone. Some of it is about legal structures, but most is about setting the mindset and environment to perpetuate that mindset. Come listen in! Highlights Confidence in U.S. military leadership. Criticism of war profiteering. Establishing a lasting legacy. Rockefeller Trust and its purpose. Structure and adaptability of tr...
Apr 04, 2025•13 min•Ep. 207
I provide a brief sneak preview of my trip report from visiting MidSouth home buyers in Memphis, TN, and Little Rock, AR. Then I discuss part 2 in our current 3-part focus series, the financial stages of life = Income. Highlights Arkansas: Landlord-friendly laws. Memphis rehabs and new construction. Income phase discussion. Transition to income phase. Trading assets for cash flow. Annuities and financial planning. Reverse mortgage benefits. Turning assets into cash flow. Importance of integrity ...
Mar 28, 2025•16 min•Ep. 206
In this first of the three-part series on financial phases of life in the 21st century, we focus on growing the assets - How, When and in What order. I also give a trip report from Miami and Vegas and a prelude to the many events I have coming across the US this year. I'd love to connect with you in person for masterminding, drinks or dinner and fellowship. Highlights Phases of adult financial life: growth, income, legacy. Longevity of growth phase compared to animal behavior. Concept of legacy ...
Mar 21, 2025•27 min•Ep. 205
I start off with feedback on listener questions and comments and then dive into part two of my conversation with Wade Reed on his podcast Wealth Acceleration. We dig into the benefits of Paradigm Life's approach to Wealth Strategy that sets itself apart by occurring through a lens of Certainty, not chance. Highlights Age and life insurance feasibility. Whole life vs. term insurance. High premiums for older age explained. Misleading average annual returns. Real-life example illustrating return ma...
Mar 14, 2025•38 min•Ep. 204
In this two part episode, I'm a guest on my friend and colleague Wade Reed's Wealth Acceleration podcast. We discuss how I got to this industry as a 30 year military veteran and someone with no financial expertise beginning from a scarce childhood in farming. It is a great conversation filled with lessons that hopefully will help you on your journey to Agency. Highlights Electric vs. Gas-powered car debate. Introduction to Wealth Acceleration Podcast. Gary’s military background and financial tur...
Mar 07, 2025•22 min•Ep. 203
I'm often asked what I learned in the military, or at the US Naval Academy; commanding a nuclear submarine; or as a Division Director for the Pentagon Joint Chiefs. I'll get to those in dedicated future episodes that are in the queue, but today I want to address business lessons and what that shift from W2 earner in the military for almost 30 years to a sales career and business ownership taught me. I cover why I chose what I did and the keys to success that I learned. These are applicable to al...
Feb 28, 2025•21 min•Ep. 202
This is the third episode in the Cash Flow - Wealth - Protection series and in it I spend time tying the three tenets or elements together to help ensure your continued success. I also update on my upcoming trips with the goal of meeting those of you that will also be there in person for some powerful masterminding and fellowship. Highlights Upcoming travel and connection opportunities Investing in personal growth First-time property visit in Memphis Lessons from the parable of water carriers Im...
Feb 21, 2025•29 min•Ep. 201
This is part two of the three-part series on the vital elements of sustained wealth and agency, Cash Flow, Wealth, and Protection. I begin the episode with some current comments on current events here in week 3 of the Trump administration and all the goodness that is occurring - America is truly healing! Then I get into how to create sustainable wealth with certainty and the all-important question of WHY to do it in the first place. If you want your life to have lasting meaning, you must create ...
Feb 14, 2025•34 min•Ep. 200
This is the first of a 3-part series on the Three Vital Elements of a sustainable personal financial strategy: Cash Flow, Protection, and Wealth. The great Zig Ziglar has many famous sayings and one that applies here is a favorite of mine: Money isn't the most important thing, but it is relatively close to oxygen! Well, we agree - by money he meant the US dollar, or currency which means money in motion...Cash Flow. Listen in to develop a new appreciation for how vital this element is. Highlights...
Feb 07, 2025•19 min•Ep. 199
2025 is the year where I have the confidence in myself and my connection to God to finally boldly engage my clients to take necessary action in their financial life to make progress in their wealth, their business, their Agency and their legacy. This may result in some who are clients not wanting to stick around and I'll help them find a better fit however I can, but to achieve greatness, we all have to be bold and clear with whom we really are, what we really stand for and who we are truly tryi...
Jan 31, 2025•31 min•Ep. 198
Like flipping a light switch, 4 years of American freefall decline has reversed into a Golden Age of growth, abundance and optimism. Freedom and Agency are being strengthened across the globe with God's hand on the shoulder of President Trump and many other great leaders. There is much work to be done in protecting our freedoms from evil and rebuilding the loving, abundant world we all seek. Highlights Rebuilding and protecting future freedoms. Celebrating victory without vengeance. Recognizing ...
Jan 24, 2025•25 min•Ep. 197
We are in tenuous times in America right now leading up to the Presidential inauguration. There has been weeks too long of celebration, relaxing and taking our eye off the ball. We are vulnerable and we're seeing that manifest in the recent coordinated attacks. Please, get focused again. Back to your post as we say in the military. Keep your guard up, prepare for challenges, keep America Great through these next few weeks! Highlights Alarm over America’s complacency. The “arrival syndrome” dange...
Jan 03, 2025•15 min•Ep. 196
I'm offering my clients and those interested in my help on their financial journey 30 min in January-February to lay out and strategize the intentions for 2025 and the next 3-5 years. This comes at a tremendous time cost and yet I'm 100% committed and confident it will add value to you and your future. Highlights Kickoff meetings for clients. Financial health: cashflow, protection, and wealth. Wealth is stored energy. Cashflow: the lifeblood of financial health. Emphasis on relevance and value. ...
Dec 20, 2024•23 min•Ep. 195
In this last segment of my second appearance on the Rich Mind podcast with Randy Wilson, we dig deep into the uses of cash value and how it is pivotal to growing wealth long term for yourself and your future generations. Highlights Global optimism post-election Optimism in real estate and markets Energy independence and economic outlook Discussion on cash value and its uses Understanding collateral borrowing against assets Utilizing life insurance policy loans for investments Safe liquid investm...
Dec 13, 2024•24 min•Ep. 194
In this part two of my second appearance on the Rich Mind podcast with Randy Wilson, I discuss the importance and method of Optimizing Cash Flow and discuss Family Banking's role in Legacy and how it works for you throughout each stage of your life. Highlights Mindset shift and wealth-building. Importance of early financial planning. Family’s response to life challenges. Teaching young clients about insurance. Optimizing whole life insurance for tax benefits. Building efficient financial strateg...
Dec 10, 2024•23 min•Ep. 193
In this part of my second appearance on the Rich Mind podcast with Randy Wilson, I dig into the importance of operating your financial life on two parallel paths, the protection side of which most Americans ignore at their own peril. Highlights Thanksgiving Reflection and Future Hope. The Logic of Listening at 2X Speed. Background and Foundation of Life Insurance. Term vs. Whole Life Insurance Simplified. Financial Planning: Parallel Paths Concept. Generational Wealth Building with Life Insuranc...
Dec 06, 2024•39 min•Ep. 192
The AI revolution is developing like most previous disrupting technology trends, with everyone in a scramble to use it more than their competitors. And just like previous cycles, many are making grave mistakes. Tricking your customers into thinking a computer is actually you, the one they trust will destroy your sales and relevance when they find out. Highlights Misconceptions and recess appointments. Embracing unemotional, fact-based dialogue. The significance of recess appointments throughout ...
Nov 22, 2024•28 min•Ep. 191
