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

Darren and Christina are back for part 6 of The Rockefeller Method featuring a closer look at Garrett Gunderson’s book “What Would the Rockefeller’s Do?”

Today, they’re taking on Dave Ramsey and Suze Orman. For years, Ramsey and Orman have told millions of people that cash value life insurance is a terrible product and that you should “buy term and invest the difference.” But is that really true or are they leaving out some crucial details?

In this episode, we break down:

• Why Dave and Suze’s advice isn’t all bad (and when it actually makes sense).
  
  

• The BIG flaws in “buy term and invest the difference” once you factor in fees, volatility, taxes, and term costs.
  
  

• Why whole life insurance, when designed properly, can be the foundation for wealth creation and legacy building.
  
  

• How the Rockefellers used this exact strategy to build and protect generational wealth.
  
  

• The scarcity vs. abundance mindset behind Ramsey’s approach compared to the Rockefeller strategy.
  
  

• Real numbers and Truth Concepts examples that show the massive difference between average returns and actual returns.
  
  

We’ll also cover why only about 1% of term policies ever pay out, how volatility crushes mutual fund returns, and why permanent life insurance can give you both freedom in retirement and a guaranteed tax-free legacy.

Whether you’re a Ramsey fan who’s skeptical of whole life, or a wealth creator looking for a proven strategy that’s worked for generations—you’ll want to hear this breakdown.

Show notes:

00:00 - Introduction

2:20 - Addressing some quotes from Dave and Suze

6:45 - “Buy term and invest the difference”

15:25 - Reducing long term insurance costs

16:15 - The foundation of the Rockefeller method

22:45 - How much insurance coverage do you actually need?

27:55 - Wrap up

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Thank you for tuning in to this episode. The information contained in this podcast is for informational and entertainment purposes only, and is separate and apart from the wealth coach services provided by Darren Mitchell and Associates, Inc. To its qualified clients, Control and Compound Financial expressly disclaims any and all liability or responsibility for any direct, indirect, incidental or any other damages arising out of any individual's use of this podcast or the information in it.

The views expressed here are those of each participant and guests, and not necessarily those of or endorsed by Control and Compound Financial, its affiliates, subsidiaries, and their respective directors, shareholders, officers, or employees. For full disclosure, visit controland compound.com/podcast-media.

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

On today’s episode, we’re reintroducing our episode with Scott Donnell that was recorded last year!

The episode fits nicely with our Rockefeller Series on passing down values to your children. If you haven't checked out our Rockefeller Series, it's a must watch!

Most parents think “giving more” is the best way to set their kids up for success… but what if that’s actually ruining them?

In this episode, Darren and Christina sit down with Scott Donnell — founder of GravyStack and Dinner Table, to reveal how to truly build a family legacy.

Scott has already helped over 7 million families raise financially confident kids, and today he’s breaking down:

• Why heritage > inheritance when it comes to wealth
  
  

• The 3 E’s System (Expectations, Expenses, Extra-Pay Gigs) that makes allowance obsolete
  
  

• How to use healthy struggles to build resilient, confident children
  
  

• Why schools and banks don’t (and won’t) teach financial literacy
  
  

• The simple strategies you can start TODAY to give your kids an unfair advantage for life
  
  

If you’ve ever thought “I wish I learned this when I was younger” — this episode is a must-watch. Tune in now!

Show notes:

00:00 - Introduction to Scott Donnell

5:50 - At what age should you start teaching kids about finances

10:15 - Dealing with objections from parents

17:00 - Final thoughts from Scott

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

FIND US ON:

INSTAGRAM: https://www.instagram.com/controlandcompound/

TIKTOK: https://www.tiktok.com/@controlandcompound?lang=en

FACEBOOK: https://www.facebook.com/controlandcompound

JOIN OUR FACEBOOK COMMUNITY: https://www.facebook.com/groups/controlandcompound

Thank you for tuning in to this episode. The information contained in this podcast is for informational and entertainment purposes only, and is separate and apart from the wealth coach services provided by Darren Mitchell and Associates, Inc. To its qualified clients, Control and Compound Financial expressly disclaims any and all liability or responsibility for any direct, indirect, incidental or any other damages arising out of any individual's use of this podcast or the information in it.

The views expressed here are those of each participant and guests, and not necessarily those of or endorsed by Control and Compound Financial, its affiliates, subsidiaries, and their respective directors, shareholders, officers, or employees. For full disclosure, visit controland compound.com/podcast-media.

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

Can you believe it’s September already! Darren and Christina are back for the September update and are breaking down the Bank of Canada updates, news on inflation, the Canadian dollar, as well as the stock market and bitcoin. Christina also goes in depth on the real estate outlook across Canada, there’s some good news and there’s some bad news…

They finish off the episode with some interesting life insurance industry news and what to look forward to this fall for podcast episodes. Tune in now!

Show notes:

00:00 - Introduction

00:55 - Bank of Canada Update

3:30 - Inflation update

4:40 - Canadian dollar update

6:35 - Stock market update

6:50 - Bitcoin update

10:00 - Real estate update

14:10 - Economic news update

19:05 - Life insurance industry news

20:25 - Control and Compound news

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

FIND US ON:

INSTAGRAM: https://www.instagram.com/controlandcompound/

TIKTOK: https://www.tiktok.com/@controlandcompound?lang=en

FACEBOOK: https://www.facebook.com/controlandcompound

JOIN OUR FACEBOOK COMMUNITY: https://www.facebook.com/groups/controlandcompound

Thank you for tuning in to this episode. The information contained in this podcast is for informational and entertainment purposes only, and is separate and apart from the wealth coach services provided by Darren Mitchell and Associates, Inc. To its qualified clients, Control and Compound Financial expressly disclaims any and all liability or responsibility for any direct, indirect, incidental or any other damages arising out of any individual's use of this podcast or the information in it.

The views expressed here are those of each participant and guests, and not necessarily those of or endorsed by Control and Compound Financial, its affiliates, subsidiaries, and their respective directors, shareholders, officers, or employees. For full disclosure, visit controland compound.com/podcast-media.