Gary's Gulch

As promised in the last episode, I turn the tables on my client and fellow business owner Jen McAllister to explain how her team of CPAs and Accountants deliver everything for small to medium sized businesses. She's passionate about helping businesses clean up the books, get more tax efficient and grow. Listen in to see if this tremendous team is right for your business.

Highlights

• Preparing assets for sale

• Value by strategic design

• The role of family and business in the U.S.

• Evolving with client needs

• Year-round business immersion

• Bookkeeping vs. strategy

• Financials: not just numbers

• When to bring in external help

• Scaling with flexible teams

• The importance of exit planning

• Helping businesses grow up

• Maintaining quality of life in ownership

• Hiring strategically for growth

Links and Resources from this Episode

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 strength.

• Value of admitting mistakes quickly.

• Key message: Invest in yourself.

Links and Resources from this Episode

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 better times.

• Personal empowerment through business ownership.

• The importance of gratitude and humility.

• Remaining connected to a higher power.

• Dangers of ego and disconnection from spirituality.

• Family's role in sustained freedom.

• Business ownership as a conduit for personal expression.

• Introducing future tools for business success.

Links and Resources from this Episode

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

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