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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

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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

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

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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

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

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

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On today’s bonus episode, we have the May update coming out a little early! It’s election day in Canada and we’re all heading to the polls, right?

Christina and Darren break down Bank of Canada and Canadian dollar updates, as well as economic news, stock market and Bitcoin updates and a quick preview of our new partnership with Garrett Gunderson! If you want to do what the Rockefellers do, you don’t want to miss this! Check out the link below

Show notes:

00:00 - Introduction

00:45 - Bank of Canada update

3:20 - Canadian dollar update

4:25 - Economic news

7:25 - Stock market update

8:10 - Bitcoin update

11:00 - Real estate update

15:20 - Life insurance industry news

16:10 - 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

Welcome to part one of our new series, What Would the Rockefellers Do? — based on the powerful book by Garrett Gunderson and Michael Isom. In this episode, Darren and Christina break down how the Rockefellers built lasting generational wealth — and why the Vanderbilts lost it all — and explain how Canadians can apply these timeless strategies to protect and grow their own family legacies. Tune in now and don’t miss out on part 2 coming soon!

Show notes:

00:00 - Introduction

3:35 - The tale of two fortunes

7:20 - What is the Rockefeller method?

14:20 - The importance of passing down financial knowledge

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On today’s episode, Darren and Christina are breaking down 7 common mistakes to avoid when setting up and using the infinite banking strategy. Some of these mistakes include choosing the wrong insurance product, not properly structuring the policy, and of course, working with an advisor who doesn’t understand how the concept works! Tune in now, you don’t want to miss this episode.

Show notes:

00:00 - Introduction

1:10 - The basics of infinite banking

4:30 - Mistake #1: choosing the wrong insurance product

7:35 - Mistake #2: people who aren’t financially ready for this concept

10:40 - Mistake #3: not structuring the policy properly

12:40 - Mistake #4: not repaying the loans in the early years

14:45 - Mistake #5: not giving your policy a chance to compound in the early years

16:40 - Mistake #6: treating the infinite banking concept like an equity investment

19:45 - Mistake #7: working with the wrong advisor to set up the policy(s)

23:00 - Best practices for success

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If you’re an entrepreneur or business owner, you do not want to miss this week’s episode! Darren and Christina are going over the book “The E-Myth Revisited” and break down the key concepts for how business owners can properly run their business. These include knowing your vision, your strategic objectives, your systems strategy, as well as serious emphasis on making time to work ON the business, not just IN the business. Tune in now!

Show notes:

00:00 - Introduction

1:30 - The best resources for business owners and entrepreneurs

3:30 - What is the entrepreneurial myth?

5:40 - Breaking down the technician, the planner, and the entrepreneur

8:30 “You need to be working on your business, not just in your business”

13:25 - Key concepts in The E-Myth Revisited - What is your vision?

15:45 - Key concepts in The E-Myth Revisited - Why are you doing this?

17:00 - Key concepts in The E-Myth Revisited - What are your strategic objectives?

18:00 - Key concepts in The E-Myth Revisited - What is your organization strategy?

20:45 - Key concepts in The E-Myth Revisited - What is your systems strategy?

22:55 - You NEED to dedicate time to work ON your business

24:30 - Start with small steps

25:45 - Don’t forget to delegate!

27:10 - Real life example of growing a business

29:30 - Final thoughts

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