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PODCAST · business

Generational Gains

Welcome to Generational Gains - where two perspectives, seasoned experience, and youthful ambition, come together to offer an enriching blend of insights. Dive deep into the world of entrepreneurship, real estate, and personal growth with father-son power duo, Greg and Carson Herlean.Greg, with an astonishing track record of transacting over $1 billion in real estate and the founder of Horizon Trust, brings wisdom from years of steering people towards taking charge of their retirement through smart financial strategies. His expertise in self-directing IRAs and retirement accounts is unparalleled.On the other hand, his prodigious son Carson, all of 20 years old, is not far behind. Having built businesses that already boasts multiple six-figure revenues, he embodies the spirit of young entrepreneurship and the limitless potential of the new generation.Generational Gains is more than just a business podcast. It's a treasure trove of experiences, from the trials

  1. 45

    The Truth About Business in 2026: What the Smartest Entrepreneurs Are Doing Right Now | Generational Gains Ep. 45

    In this episode of Generational Gains, Greg and Carson break down their biggest takeaways from a recent Boardroom mastermind with over 250 business owners from around the country.From real estate and lending to entrepreneurship, AI, profitability, and the economy, this conversation dives into what successful people are actually seeing behind the scenes right now.In this episode, we talk about:Why profitability is harder than most people thinkWhat business owners are really dealing with in today’s economyWhy many successful people are still feeling pressureHow tighter lending is affecting deals and growthWhy some investors are preparing for major buying opportunitiesWhat AI is already doing inside businesses right nowWhy learning AI may become one of the most important career moves you can makeThe importance of faith, values, and community during hard seasonsWhy talking to your kids about money early matters more than everOne of the biggest takeaways from this episode is simple:Even successful people are being forced to adapt.The market is changing. Lending is tighter. Profit is harder. And the people who win will be the ones who stay grounded, stay creative, and keep learning.If you’re a business owner, investor, entrepreneur, or someone trying to better understand where things are headed, this episode will give you real-world perspective from people in the trenches.Share this with someone building a business or trying to make smarter moves in this economy.Watch the full video episode on Greg's YouTube Channel here: https://www.youtube.com/@gregherleanFollow and connect with Greg on IG: https://www.instagram.com/gregherlean/Check out Greg's website here: https://www.gregherlean.com/Carson's IG: https://www.instagram.com/c.herlean/Carson's TikTok: https://www.tiktok.com/@carsonherlean

  2. 44

    The Smarter Way to Invest in 2026 (Real Examples) | Generational Gains Ep. 44

    In this episode of Generational Gains, Carson and Greg break down real conversations with clients this week — and the biggest investing mistake they see over and over again:Going ALL-IN on one strategyWhether it’s stocks, crypto, real estate, or even alternative assets… most people swing too hard in one direction — and pay for it later.In this episode, we dive into:A real client with $800K in the stock market questioning what to do nextWhy going “all-in” (even on good investments) is riskyWho self-directed investing is actually for (and who it’s NOT for yet)The ideal investment allocation strategy most people missHow to balance:StocksReal estate / alternative assetsSafe, guaranteed assets (like life insurance)Why your strategy should change with your stage of lifeThe difference between accumulation vs protection vs income planningKey takeaway:Wealth isn’t built by picking the “perfect investment”…It’s built by creating the right mix of investments that can survive any market.Who this is for:You have $75K–$500K+ saved and want to invest smarterYou’re nervous about the market but don’t know what to doYou’ve been told to “just stay in the market” but it doesn’t feel rightYou want more control, diversification, and protectionWant help building your own plan?Reach out and we can walk through your numbers and show you exactly how this could look for you.Watch the full video episode on Greg's YouTube Channel here: https://www.youtube.com/@gregherleanFollow and connect with Greg on IG: https://www.instagram.com/gregherlean/Check out Greg's website here: https://www.gregherlean.com/Carson's IG: https://www.instagram.com/c.herlean/Carson's TikTok: https://www.tiktok.com/@carsonherlean

  3. 43

    How to Protect Your Retirement Income From Market Crashes (Volatility Buffer Explained) | Generational Gains Ep. 43

    In Episode 43 of Generational Gains, Greg and Carson break down one of the most overlooked parts of retirement planning:Most advisors help you climb the mountain (accumulation)…but almost nobody teaches you how to get back down safely (distribution).That’s where the SAFE Method comes in — a strategy that uses a volatility buffer so you can keep income steady in retirement without being forced to sell assets when the market is down.In this episode, we cover:The 2 phases of retirement: Accumulation vs DistributionWhy market volatility is the real retirement killerThe truth behind the 4% rule (and why it’s not as “safe” as people think)How newer research pushes that withdrawal rate closer to ~2.8–3%Why sequence-of-returns risk matters more than average returnsHow a SAFE account can let your growth assets recover during down yearsWhy whole life insurance can be used as a non-correlated, liquid, guaranteed bufferA simple example of how the SAFE Method can improve outcomes with the same savingsThe goal isn’t to “invest more.” It’s to allocate smarter — so your retirement income isn’t at the mercy of market timing.If you want to see what this looks like with your numbers, we can run the math and show you how a SAFE plan could fit into your retirement picture.Reach out to Carson to walk through it using your actual savings, timeline, and goals.Watch the full video episode on Greg's YouTube Channel here: https://www.youtube.com/@gregherleanFollow and connect with Greg on IG: https://www.instagram.com/gregherlean/Check out Greg's website here: https://www.gregherlean.com/Carson's IG: https://www.instagram.com/c.herlean/Carson's TikTok: https://www.tiktok.com/@carsonherlean

  4. 42

    3 Years Into Infinite Banking: Real Policy Numbers Most People Never See | Generational Gains Ep. 42

    In Episode 42 of Generational Gains, Carson walks through a real client’s Infinite Banking policy — showing exactly how it looks 3 years in, how it was originally illustrated, and how it’s actually performing today.This is the part most people never see.Instead of theory or sales language, this episode breaks down:What a whole life policy looks like after the early yearsWhy Infinite Banking feels confusing in years 1–2What actually changes in Year 3 and beyondHow paid-up additions (PUAs) create liquidityWhy policy cash value begins growing faster than contributionsThe difference between guaranteed vs non-guaranteed valuesHow dividends, cash value, and death benefit really work togetherWhy Infinite Banking is a savings and banking system, not an investmentYou’ll also see:Projected vs actual cash value and death benefitWhy conservative illustrations often under-promiseHow this policy is already outperforming expectationsWhy banks fail — and insurance companies don’tHow to use policy loans without interrupting growth💡 Key Insight: Once a policy matures past the early years, every new dollar you put in becomes immediately usable — while still compounding for life.This episode is especially valuable if:You already have a policy and want a refresherYou’re 1–3 years in and questioning the processYou want to see real numbers, not marketing slidesYou’re considering Infinite Banking but want proofWatch the full video episode on Greg's YouTube Channel here: https://www.youtube.com/@gregherleanFollow and connect with Greg on IG: https://www.instagram.com/gregherlean/Check out Greg's website here: https://www.gregherlean.com/Carson's IG: https://www.instagram.com/c.herlean/Carson's TikTok: https://www.tiktok.com/@carsonherlean

  5. 41

    How I Built a Wealth System at 23 (My Real Story & Banking Strategy) | Generational Gains Ep. 41

    In Episode 41 of Generational Gains, Carson shares his full personal story — how he went from a middle-class upbringing, losing money in the stock market, and questioning the traditional path… to building a repeatable wealth system centered around business ownership, Infinite Banking, and real estate.This episode isn’t theory. It’s real life.You’ll hear:• Why Carson stopped investing in the stock market at 18• How mentors like Chris Naugle and Justin Colby shaped his thinking• Why he dropped out of college to pursue financial education• How Infinite Banking became the foundation of his wealth strategy• Why life insurance is his primary capital reservoir• How he uses policy cash value to buy real estate• How this system creates tax efficiency, liquidity, and control• Why wealth is built through systems, not single investmentsThis episode is meant to be a case study — proof that these strategies aren’t abstract ideas, but real tools used by real people building real lives.Core Lesson:Wealth isn’t built overnight. It’s built by creating a system that produces income, stores capital safely, and reinvests it intentionally over time.Have questions about Infinite Banking, starting a business, or building your own system?Reach out to Carson, he is happy to connect.Watch the full video episode on Greg's YouTube Channel here: https://www.youtube.com/@gregherleanFollow and connect with Greg on IG: https://www.instagram.com/gregherlean/Check out Greg's website here: https://www.gregherlean.com/Carson's IG: https://www.instagram.com/c.herlean/Carson's TikTok: https://www.tiktok.com/@carsonherlean

  6. 40

    The Biggest Mistake People Make With Life Insurance | Generational Gains Ep. 40

    In Episode 40 of Generational Gains, Carson Herlean breaks down one of the most misunderstood topics in the Infinite Banking world: policy illustrations.Too many people treat life insurance illustrations like investment projections — and that’s exactly where they go wrong.In this episode, Carson explains:• Why policy illustrations are NOT forecasts• What illustrations are actually designed to show (and what they don’t)• Why choosing a policy based on numbers alone is a mistake• How to properly evaluate policy design, efficiency, and trajectory• When a policy becomes efficient (and why Year 3 is critical)• How paid-up additions (PUAs), base premiums, and MEC limits really work• Why Infinite Banking is a banking system, not an investment strategyIf you’re already familiar with Infinite Banking and want a deeper, more accurate framework for understanding policy illustrations, this episode is for you.Key Takeaway:Policy illustrations don’t determine whether Infinite Banking is right for you.Your decision should be based on whether you want to build a personal banking system you control — not on short-term numbers.Watch the full video episode on Greg's YouTube Channel here: https://www.youtube.com/@gregherleanFollow and connect with Greg on IG: https://www.instagram.com/gregherlean/Check out Greg's website here: https://www.gregherlean.com/Carson's IG: https://www.instagram.com/c.herlean/Carson's TikTok: https://www.tiktok.com/@carsonherlean

  7. 39

    This Strategy Pays for Vacations, Taxes & Retirement | Generational Gains Ep. 39

    What if you could save money, use it, and still have it grow — all at the same time?Welcome to Generational Gains Episode 39, where Carson and Greg Herlean break down how the infinite banking strategy really works — and why it’s not what most people think.Inside this episode:✅ What infinite banking actually is (without the hype)✅ Why wealthy families use whole life insurance to build financial control✅ Real-life examples of using policies to pay for taxes, premiums, and even vacations✅ How to create a family bank — and teach your kids financial discipline✅ The truth about financial advisors, control, and compound growth✅ Why most people misunderstand this strategy (and how to fix the narrative)If you’ve ever heard the phrases “be your own bank” or “whole life is a scam” — you need to hear this. Carson’s helped over 3,000 people build policies and shares exactly how to make it work for you.🎙️ Hosted by: Carson & Greg Herlean🔔 Subscribe for more real talk about money, legacy, investing, and entrepreneurship.Watch the full video episode on Greg's YouTube Channel here: https://www.youtube.com/@gregherleanFollow and connect with Greg on IG: https://www.instagram.com/gregherlean/Check out Greg's website here: https://www.gregherlean.com/Carson's IG: https://www.instagram.com/c.herlean/Carson's TikTok: https://www.tiktok.com/@carsonherlean

  8. 38

    The One Word That’s Keeping You Broke | Generational Gains Ep. 38

    If you want more money, success, and peace — you need to stop saying one word.It’s not what you think. It’s “should.”In this episode of Generational Gains, Carson Herlean goes solo to share one of the most powerful mindset shifts he’s had this year: going “should-free.”What you’ll learn:✅ Why saying “I should” creates guilt, not growth✅ The 4-word mindset shift that rewires your brain✅ How this idea applies to saving, debt, real estate & investing✅ How Carson personally reframed his own money habits this week✅ Real client stories and what separates action-takers from excuse-makers✅ The difference between scarcity thinking and abundant livingIf you’re constantly saying, “I should save more… I should invest better…” this episode will show you how to actually do it — and become the type of person who takes action.Subscribe to Generational Gains for weekly wisdom on building wealth, mindset, and legacy.Watch the full video episode on Greg's YouTube Channel here: https://www.youtube.com/@gregherleanFollow and connect with Greg on IG: https://www.instagram.com/gregherlean/Check out Greg's website here: https://www.gregherlean.com/Carson's IG: https://www.instagram.com/c.herlean/Carson's TikTok: https://www.tiktok.com/@carsonherlean

  9. 37

    The Market Is Weird — Here’s the Truth No One’s Saying… | Generational Gains Ep. 37

    2025 feels weird. The market’s shaky, banks are tighter, real estate is slowing — and behind the scenes, even experienced entrepreneurs are struggling.In this real and unfiltered episode of Generational Gains, Carson and Greg Herlean pull back the curtain on what they’re seeing inside their industries, mastermind groups, and conversations with other business owners.You’ll hear:✅ What 240+ business owners secretly admitted at a recent mastermind✅ Why even “safe” strategies like insurance & real estate are shifting✅ How small businesses, investors, and families are actually feeling right now✅ Why the next 6–12 months could be critical — and how to prepare✅ The honest truth: you’re not alone if you’re strugglingThis isn’t doom & gloom — it’s a father-son team sharing real experiences, lessons, and practical ideas for thriving during uncertainty.🎙️ Hosted by: Carson & Greg Herlean🔔 Subscribe for more episodes on money, real estate, entrepreneurship & legacy.Watch the full video episode on Greg's YouTube Channel here: https://www.youtube.com/@gregherleanFollow and connect with Greg on IG: https://www.instagram.com/gregherlean/Check out Greg's website here: https://www.gregherlean.com/Carson's IG: https://www.instagram.com/c.herlean/Carson's TikTok: https://www.tiktok.com/@carsonherlean

  10. 36

    How to Survive the Crash (Most Won’t) | Generational Gains Ep. 36

    People are hurting. Businesses are failing. Real estate is frozen.In this urgent and brutally honest episode of Generational Gains, Carson and Greg Herlean reveal the truth behind what’s happening in today’s chaotic economy — and what you can actually do about it.✅ Why banks are saying NO — even to good borrowers✅ The #1 mistake people make when asking for funding✅ Why Greg’s past $25M in debt actually taught him how to win in recessions✅ The lifeline that saved him in 2008 (and is still saving him today)✅ The truth about buying homes, scaling a business, and surviving inflation✅ How to create your own financial safety net — starting todayThis isn’t hype. This is real, hard-earned wisdom from someone who’s lived through multiple market crashes — and still came out ahead.If you’re feeling the pressure, you need to hear this.Watch the full video episode on Greg's YouTube Channel here: https://www.youtube.com/@gregherleanFollow and connect with Greg on IG: https://www.instagram.com/gregherlean/Check out Greg's website here: https://www.gregherlean.com/Carson's IG: https://www.instagram.com/c.herlean/Carson's TikTok: https://www.tiktok.com/@carsonherlean

  11. 35

    You’re Financing Everything… Whether You Know It or Not | Generational Gains Ep. 35

    You’ve been taught to save up, spend wisely… and maybe invest what’s left. But what if that advice is broken?In this solo episode of Generational Gains, Carson Herlean breaks down the real reason most people never build true wealth — and how whole life insurance, when used the right way, becomes a powerful tool to take back control of your cash flow.Forget everything you think you know about banking.You’ll learn:✅ Why paying with cash may be killing your wealth✅ How infinite banking really works — no fluff, no hype✅ The difference between control vs access✅ Why the rich don’t save money in banks✅ How to start building your family banking system✅ What financial advisors won’t tell you (and why)If you’re a business owner, real estate investor, or just tired of feeling behind financially — this episode will shift how you see money forever.📘 Required Reading: Becoming Your Own Banker by R. Nelson Nash🎙️ Host: Carson Herlean🔁 Subscribe for weekly conversations on business, legacy, real estate, money, and the mindset it takes to win across generations.Have you heard of infinite banking before? What’s stopping you from building your own bank?Watch the full video episode on Greg's YouTube Channel here: https://www.youtube.com/@gregherleanFollow and connect with Greg on IG: https://www.instagram.com/gregherlean/Check out Greg's website here: https://www.gregherlean.com/Carson's IG: https://www.instagram.com/c.herlean/Carson's TikTok: https://www.tiktok.com/@carsonherlean

  12. 34

    How to Get Lucky with Life Insurance (It’s Not What You Think) | Generational Gains Ep. 34

    In this solo episode of Generational Gains, Carson Herlean dives deep into a misunderstood financial tool: whole life insurance.But this isn’t your typical “life insurance talk.”Carson breaks down how locking in your insurability, understanding your cost basis, and having the right mindset can change everything.You’ll learn:✅ Why most people think they know life insurance—but don’t✅ How to use whole life as a strategic financial foundation✅ Why curiosity and courage are the keys to getting “lucky”✅ How policy loans let you leverage capital on your terms✅ What infinite banking really means—and how to do it responsibly✅ How to avoid getting sold the wrong type of policy✅ Why “cost basis” matters more than rate of returnCarson unpacks decades of wisdom into a fresh, real, and digestible explanation—especially helpful for young people who want control, certainty, and a financial tool that doesn’t depend on Wall Street.Subscribe to Generational Gains for weekly truth about wealth, family, business, and life—told through a father-son lens.Want to set up your own policy or learn more? Find Carson on Instagram @carson.herleanWatch the full video episode on Greg's YouTube Channel here: https://www.youtube.com/@gregherleanFollow and connect with Greg on IG: https://www.instagram.com/gregherlean/Check out Greg's website here: https://www.gregherlean.com/Carson's IG: https://www.instagram.com/c.herlean/Carson's TikTok: https://www.tiktok.com/@carsonherlean

  13. 33

    Starting a Business in Your 20s vs 40s: What We Wish We Knew | Generational Gains Ep. 33

    What’s it really like to start a business in your 20s vs your 40s?In this raw, real episode of Generational Gains, father-son duo Greg and Carson Herlean open up about the truth behind entrepreneurship—the freedom, the failures, and the myths social media doesn’t show you.Together they explore:✅ Why most people don’t know how to start a business✅ What they misunderstood when they launched their first ventures✅ The pros and cons of having a business partner✅ How long-term thinking changes everything✅ Why you need cash reserves (and peace of mind)✅ The importance of failing forward—and learning fastWhether you’re just thinking of launching a business or you’re years in and looking to regroup, this episode delivers hard-earned wisdom from both generations. You’ll leave with a grounded view of what it takes—and why the journey is worth it.Subscribe for more weekly conversations on business, legacy, money, and life.Watch the full video episode on Greg's YouTube Channel here: https://www.youtube.com/@gregherleanFollow and connect with Greg on IG: https://www.instagram.com/gregherlean/Check out Greg's website here: https://www.gregherlean.com/Carson's IG: https://www.instagram.com/c.herlean/Carson's TikTok: https://www.tiktok.com/@carsonherlean

  14. 32

    How Great Leaders Are Made | Generational Gains Ep. 32

    In this special beachside edition of Generational Gains, Greg and Carson Herlean reflect on powerful lessons from their own experiences and recent reads—centered around what truly makes a great leader.From military stories to personal business challenges, they discuss:- Why leadership starts with service and example- The cost of promoting the wrong person- How to lead without a title- Why culture and morale flow directly from leadership- How to balance correction with love in leadership- The ONE decision that transformed a losing team into championsFilmed overlooking the waves of Southern California, this heartfelt episode dives into both wins and failures in business and life, showing that leadership isn’t about position—it’s about how you show up.Plus: Carson shares a surf session that reignited his passion, and Greg recounts a powerful, emotional pre-wedding dinner that reminded him why Sweet, Sour & Service matters more than ever.Whether you’re an entrepreneur, team member, or parent—this one will leave you thinking deeper about the kind of leader you want to be.Watch the full video episode on Greg's YouTube Channel here: https://www.youtube.com/@gregherleanFollow and connect with Greg on IG: https://www.instagram.com/gregherlean/Check out Greg's website here: https://www.gregherlean.com/Carson's IG: https://www.instagram.com/c.herlean/Carson's TikTok: https://www.tiktok.com/@carsonherlean

  15. 31

    IBC vs. Self-Directed IRA: The Ultimate Wealth Debate | Generational Gains Ep. 31

    In this episode of Generational Gains, Greg and Carson Herlean dive into the great debate: Infinite Banking Concept (IBC) vs. Self-Directed IRA.Which strategy truly builds lasting wealth?They break down the pros and cons of each, explore how to use them together, and share personal insights on maximizing financial growth.Plus, hear why one approach may work better for you based on your financial goals.Tune in to discover how to take control of your money like the pros!Watch the full video episode on Greg's YouTube Channel here: https://www.youtube.com/@gregherleanFollow and connect with Greg on IG: https://www.instagram.com/gregherlean/Check out Greg's website here: https://www.gregherlean.com/Carson's IG: https://www.instagram.com/c.herlean/Carson's TikTok: https://www.tiktok.com/@carsonherlean

  16. 30

    Life Insurance Deep Dive: Term, Whole, IUL & Banking Strategies | Generational Gains Ep. 30

    In Episode 30 of Generational Gains, Carson and Greg Herlean take you on a deep dive into the world of life insurance—breaking down the different products, their true purpose, and how to actually use them to build wealth and protect your future.Whether you’re new to life insurance or looking to better understand how to use it as a wealth-building tool, this episode has you covered:✅ Term vs. Whole Life Insurance✅ Indexed Universal Life (IUL) explained (and why it’s not for banking)✅ Why banks have over $70 billion in Whole Life policies✅ What premium financing is and who it’s really for✅ How to use life insurance as a personal bank✅ Real talk on agent bias, fees, and policy structureCarson shares how his thinking has evolved from selling just one type of policy to appreciating the purpose behind every insurance product—and why the key is knowing how and when to use each one.Plus, in their “Sweet, Sour, and Service” segment:🏀 March Madness excitement💪 CrossFit competition frustrations🍗 School lunch delivery dad moves📲 Subscribe and stay tuned—Episode 31 will dive deeper into the ultimate insurance-based wealth formula!Watch the full video episode on Greg's YouTube Channel here: https://www.youtube.com/@gregherleanFollow and connect with Greg on IG: https://www.instagram.com/gregherlean/Check out Greg's website here: https://www.gregherlean.com/Carson's IG: https://www.instagram.com/c.herlean/Carson's TikTok: https://www.tiktok.com/@carsonherlean

  17. 29

    Mastering Money & Building Wealth Lessons | Generational Gains Ep. 29

    Welcome back to Generational Gains! In Episode 29, Greg and Carson Herlean share insights from their recent EXP Investing Event, where they spoke to top real estate professionals about mastering money, protecting wealth, and scaling business success.They dive into:- The power of compounding interest and how small fees & taxes can cost you MILLIONS.- Why traditional money strategies (401Ks, business accounts, home equity) might be holding you back.- The formula for financial efficiency—where to put your money to maximize growth & control.- How the wealthiest entrepreneurs pay little to NO taxes (legally!).- The importance of tracking KPIs beyond business—for finances, relationships & personal success.PLUS: Carson shares a mind-blowing example of how a penny doubling for 30 days can either lead to $5.3M or just $550K, depending on how it’s managed!And in the Sweet, Sour, & Service segment—Greg has a proud dad moment, and Carson shares the chaos of moving while traveling!Listen now and take control of your financial future!Watch the full video episode on Greg's YouTube Channel here: https://www.youtube.com/@gregherleanFollow and connect with Greg on IG: https://www.instagram.com/gregherlean/Check out Greg's website here: https://www.gregherlean.com/Carson's IG: https://www.instagram.com/c.herlean/Carson's TikTok: https://www.tiktok.com/@carsonherlean

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    The Power of 10X Thinking & Big Life Changes | Generational Gains Ep. 28

    Welcome to Episode 28 of Generational Gains! In this episode, Greg and Carson Herlean dive into the power of 10X thinking—why radical shifts lead to exponential growth in business and life.Inspired by Dan Sullivan’s book 10X Is Easier Than 2X, Carson shares how shifting mindset and cutting out distractions can completely transform your success.They also discuss:✅ The 80/20 rule and why most people focus on the wrong tasks✅ How eliminating distractions and hiring smart can 10X your business✅ The importance of having a strong foundation before taking big risks✅ Lessons from Michelangelo, business, and personal growth✅ Why staying complacent will keep you stuckPlus, Greg shares insights from The Titus 10—a book about leadership, discipline, and avoiding passivity in today’s world.And in the Sweet, Sour, and Service segment… Carson has a BIG ANNOUNCEMENT you won’t want to miss! 🎉Drop a comment: What’s ONE thing you can eliminate or 10X in your life right now?🔔 Subscribe for more!Watch the full video episode on Greg's YouTube Channel here: https://www.youtube.com/@gregherleanFollow and connect with Greg on IG: https://www.instagram.com/gregherlean/Check out Greg's website here: https://www.gregherlean.com/Carson's IG: https://www.instagram.com/c.herlean/Carson's TikTok: https://www.tiktok.com/@carsonherlean

  19. 27

    Crushing 2025 Goals & Building Wealth | Generational Gains Ep. 27

    Welcome to Episode 27 of Generational Gains! Greg and Carson Herlean kick off 2025 with a powerful discussion on goal setting, financial strategies, and preparing for the year ahead.In this episode, they break down:- Wins & lessons from 2024- Smart tax strategies for high earners- The importance of liquidity in uncertain times- How to stay focused and avoid distractions- Building strong financial foundations with family & friendsCarson shares his approach to wealth-building in his early career, while Greg reflects on decades of entrepreneurial experience—including lessons learned from past recessions. Plus, they dive into the power of open money conversations with loved ones and peers.Don’t miss this episode full of insights to help you level up in 2025!Watch the full video episode on Greg's YouTube Channel here: https://www.youtube.com/@gregherleanFollow and connect with Greg on IG: https://www.instagram.com/gregherlean/Check out Greg's website here: https://www.gregherlean.com/Carson's IG: https://www.instagram.com/c.herlean/Carson's TikTok: https://www.tiktok.com/@carsonherlean

  20. 26

    How To Protect Your Money When Doing Deals - Generational Gains Ep. 26

    In Episode 26 of the Generational Gains Podcast, Greg Herlean and his son Carson dive into a crucial topic: How to Protect Your Money When Doing Deals.In this value-packed conversation, they share personal experiences and practical advice on:Asking the Right Questions before investingDue Diligence Steps for Real Estate, Partnerships, and MoreAvoiding Emotional Decisions and Staying Focused on Your "Why"The importance of vetting who you invest with and understanding risksFrom first-time investors to experienced deal-makers, this episode offers actionable tips to keep your investments safe and sound while avoiding common pitfalls.Whether you're investing in real estate, lending, or business partnerships, you'll learn:How to identify red flags in dealsWhy understanding judicial vs non-judicial states matters for lendersThe value of working with attorneys and reviewing financialsHow to balance risk vs reward in your investment strategyAs always, Greg and Carson close the episode with their family tradition of Sweet, Sour, and Service, sharing meaningful reflections on their week.Don't forget to follow for more episodes on building generational wealth!Watch the full video episode on Greg's YouTube Channel here: https://www.youtube.com/@gregherleanFollow and connect with Greg on IG: https://www.instagram.com/gregherlean/Check out Greg's website here: https://www.gregherlean.com/Carson's IG: https://www.instagram.com/c.herlean/Carson's TikTok: https://www.tiktok.com/@carsonherlean

  21. 25

    Mastering Storage Unit Investments - Generational Gains Ep. 25

    In Episode 25 of Generational Gains, Greg Herlean and his son Carson take a deep dive into the exciting world of storage unit investing—a "boring but sexy" asset class that offers high returns with minimal headaches.What you'll learn in this episode:Why storage units are a hidden gem in real estate investing.How to identify undervalued storage facilities and turn them into high-yield assets.The power of tax benefits like 1031 exchanges and depreciation.Tips for partnering with experienced investors and scaling your portfolio.Plus, they discuss the importance of learning from mentors, family dynamics, and how sports and live music bring joy to their lives. Don't miss the closing family tradition, "Sweet, Sour, and Service," where Greg and Carson share their personal highs, lows, and acts of service for the week.Follow for more insights on real estate, entrepreneurship, and family values!Chapters:0:00 Intro & Episode Overview1:18 Why Storage Units Are Greg’s Favorite Asset Class3:11 Identifying Profitable Storage Deals8:00 Adding Value to Storage Units with Simple Tweaks14:20 Advice for New Investors: Partnering for Success20:07 Sweet, Sour, and ServiceDo you have questions or want to partner on a deal? Reach out to us!Watch the full video episode on Greg's YouTube Channel here: https://www.youtube.com/@gregherleanFollow and connect with Greg on IG: https://www.instagram.com/gregherlean/Check out Greg's website here: https://www.gregherlean.com/Carson's IG: https://www.instagram.com/c.herlean/Carson's TikTok: https://www.tiktok.com/@carsonherlean

  22. 24

    Control Your Money, Change Your Life: Uncover Financial Freedom - Generational Gains Ep. 24

    In Episode 24 of Generational Gains, Carson and Greg Herlean dive deep into the critical importance of controlling your money and financial education.Learn why real financial freedom isn’t just about dreaming big—it’s about taking actionable steps to unlock your earning potential.They break down how a small percentage difference in returns could mean hundreds of thousands more in your pocket, revealing real examples and strategies you can apply today.Greg shares insights from a call with a client struggling financially and highlights the pitfalls of traditional financial advice.Discover why self-directing your retirement funds can be a game-changer, as Carson and Greg discuss methods to take control of your future.They also talk about John Bogle’s views on the financial industry and its hidden costs to investors.Tune in to get practical advice, hear inspiring stories, and take a step towards real financial empowerment.Don’t just learn about financial control—start building it.Watch the full video episode on Greg's YouTube Channel here: https://www.youtube.com/@gregherleanFollow and connect with Greg on IG: https://www.instagram.com/gregherlean/Check out Greg's website here: https://www.gregherlean.com/Carson's IG: https://www.instagram.com/c.herlean/Carson's TikTok: https://www.tiktok.com/@carsonherlean

  23. 23

    Mastermind Secrets: How Communities Build Wealth | Generational Gains Ep. 23

    In this 23rd episode of the Generational Gains Podcast, hosts Carson Herlean and Greg Herlean dive deep into the power of communities and masterminds in building wealth, business success, and personal growth.Carson, a young entrepreneur, and Greg, a seasoned business owner, share their experiences attending events, masterminds, and networking groups.Learn how investing in the right community can provide cheat codes to accelerate your business and how to find the right people who uplift, inspire, and challenge you.Key Topics:- How masterminds and communities create success- The importance of building relationships in business- Carson and Greg’s top strategies for personal growth and learning- Why investing in personal development is worth it- The value of in-person networking over webinars- Carson’s mission to help young entrepreneurs find their communityIf you're ready to start finding your community and growing your network, don't forget to follow both of them on Instagram and join the conversation!Watch the full video episode on Greg's YouTube Channel here: https://www.youtube.com/@gregherleanFollow and connect with Greg on IG: https://www.instagram.com/gregherlean/Check out Greg's website here: https://www.gregherlean.com/Carson's IG: https://www.instagram.com/c.herlean/Carson's TikTok: https://www.tiktok.com/@carsonherlean

  24. 22

    Unlocking Infinite Banking Strategies: How to Take Back Control of Your Money - Generational Gains Ep. 22

    Welcome to Episode 22 of Generational Gains, where Greg Herlean and his son Carson Herlean dive deep into the powerful concept of Infinite Banking (IBC)!Learn how to take back control of your money by leveraging specially designed whole life insurance policies to create generational wealth.In this episode, they break down the ins and outs of IBC, answer common questions, and discuss real-life applications of these strategies.Whether you're new to IBC or looking for advanced insights, this episode is packed with valuable knowledge.Key Topics:What is Infinite Banking and how does it work?The benefits of using whole life insurance policiesReal-world examples of becoming your own bankAnswers to frequently asked questions on IBCDon't miss out on the strategies that wealthy families have used for generations! Subscribe today for more.Watch the full video episode on Greg's YouTube Channel here: https://www.youtube.com/@gregherleanFollow and connect with Greg on IG: https://www.instagram.com/gregherlean/Check out Greg's website here: https://www.gregherlean.com/Carson's IG: https://www.instagram.com/c.herlean/Carson's TikTok: https://www.tiktok.com/@carsonherlean

  25. 21

    How To Slash Your Biggest Expense: Taxes & Interest - Generational Gains Ep. 21

    In this episode of the Generational Gains Podcast, father-son duo Greg and Carson Herlean dive deep into the two biggest expenses that drain your wealth—taxes and interest.Discover actionable strategies to minimize these costs, from leveraging tax credits and Roth conversions to mastering infinite banking.Greg and Carson share personal insights, real-world examples, and the importance of having a proactive tax strategy.Tune in to learn how to keep more of your hard-earned money and set yourself up for long-term financial success.Don't forget to subscribe for more tips on building generational wealth!Watch the full video episode on Greg's YouTube Channel here: https://www.youtube.com/@gregherleanFollow and connect with Greg on IG: https://www.instagram.com/gregherlean/Check out Greg's website here: https://www.gregherlean.com/Carson's IG: https://www.instagram.com/c.herlean/Carson's TikTok: https://www.tiktok.com/@carsonherlean

  26. 20

    Masterminds, Motivation, & Market Insights: Lessons From Kent Clothier's Boardroom - Generational Gains Ep. 20

    Welcome back to another episode of Generational Gains with Greg and Carson Herlean! Today, we're diving into our recent experience at Kent Clothier's Boardroom event in Seattle.In this episode, we discuss:- The value of attending masterminds and events.- Key takeaways from the Boardroom, including the power of fighting mediocrity and the importance of scaling your business.- Insights on how to find success and maintain motivation in any market.Join us as we share our personal experiences and lessons learned from this impactful event. Whether you're a seasoned entrepreneur or just starting, you'll find valuable insights to apply to your own business.Timestamps:0:00 - Introduction0:09 - The Importance of Masterminds1:14 - Overview of Kent Clothier's Boardroom3:47 - Carson's Key Takeaways: Fighting Mediocrity5:54 - The Power of Doing a Little Bit More8:04 - Insightful Stories from the Boardroom12:18 - Scaling Your Business Smartly20:09 - The Role of Like-Minded Communities22:04 - Leadership Attributes and Commitment24:12 - Final Thoughts and EncouragementWatch the full video episode on Greg's YouTube Channel here: https://www.youtube.com/@gregherleanFollow and connect with Greg on IG: https://www.instagram.com/gregherlean/Check out Greg's website here: https://www.gregherlean.com/Carson's IG: https://www.instagram.com/c.herlean/Carson's TikTok: https://www.tiktok.com/@carsonherlean

  27. 19

    Mastering LLCs, Trusts, & Wills: Essential Tips for Business Owners & Investors - Generational Gains Ep. 19

    In this episode, we dive into one of the most frequently asked topics: LLCs. We'll cover why and when to establish an LLC, its benefits for business owners and investors, and how to properly utilize them. Additionally, we explore the importance of living trusts and wills, and how they can protect your assets and loved ones.Key Topics Covered:The benefits and reasons for setting up an LLCDifferences between LLCs, S Corps, and C CorpsAsset protection and tax advantages of LLCsThe significance of trusts in estate planningWhen to set up a trust and its advantages over willsTimestamps:0:00 - Introduction0:09 - Why LLCs are crucial1:10 - Carson’s experience with LLCs for real estate2:21 - Liability protection with LLCs4:11 - Different types of LLC setups5:57 - When to set up your first LLC7:25 - The importance of separating business entities10:47 - Naming your LLC for anonymity13:05 - The role of living trusts17:01 - Protecting assets with Nevada onshore trusts22:23 - Avoiding probate with trusts24:11 - Final advice on business structures and trustsWhether you're a seasoned business owner or just starting out, this episode offers valuable insights into structuring your business for success and protecting your assets for the future. Don't forget to like, comment, and subscribe for more episodes!Watch the full video episode on Greg's YouTube Channel here: https://www.youtube.com/@gregherleanFollow and connect with Greg on IG: https://www.instagram.com/gregherlean/Check out Greg's website here: https://www.gregherlean.com/Carson's IG: https://www.instagram.com/c.herlean/Carson's TikTok: https://www.tiktok.com/@carsonherlean

  28. 18

    Unlocking Wealth: Smart Tax Strategies & Real Estate Insights - Generational Gains Ep. 18

    Join Greg and Carson Herlean in this enlightening episode of Generational Gains as they dive into the nuanced world of real estate investment and tax strategies.Whether you're a seasoned investor or a newcomer eager to learn about leveraging assets and minimizing tax liabilities legally, this podcast is for you.Today, they explore how high-profile figures like Donald Trump utilize tax laws to their advantage, discuss the significance of cost segregation, and share personal insights on using debt for wealth accumulation.Perfect for anyone interested in growing their wealth smarter and faster by mastering the rules of the game.Watch the full video episode on Greg's YouTube Channel here: https://www.youtube.com/@gregherleanFollow and connect with Greg on IG: https://www.instagram.com/gregherlean/Check out Greg's website here: https://www.gregherlean.com/Carson's IG: https://www.instagram.com/c.herlean/Carson's TikTok: https://www.tiktok.com/@carsonherlean

  29. 17

    Unconventional Investments: From Forklift Flipping to Cutting Horses - Generational Gains Ep. 17

    Welcome to another episode of the Generational Gains podcast with Greg Herlean and Carson Herlean! In this exciting part two of our discussion on qualified vs. non-qualified money, we dive into some unique investment strategies that go beyond the traditional stock market and real estate.Timestamps:0:00 - Introduction0:16 - Recap of Part One: Qualified vs. Non-Qualified Money0:32 - Overview of Today's Episode0:55 - Carson's Investment Criteria: Appreciation, Leverage, Taxes, Cash Flow2:43 - Long-Term Rentals: The Ideal Investment3:17 - Forklift Flipping: A New Venture6:28 - Gap Funding: Earning Passive Returns9:27 - Semi-Truck Investing: Helping Truck Drivers Own Their Rigs13:08 - Business Start-Ups: Factoring Real Estate Commissions14:17 - Investing in Cutting Horses: A Unique Opportunity16:26 - Invest in What You Know and Understand18:22 - Weekly Highlights: Sweet, Sour, and ServiceJoin us as we share our personal investment experiences, from forklift flipping and semi-truck financing to the unconventional world of cutting horses. Whether you're looking for new ideas or just curious about alternative investments, this episode has something for everyone.Subscribe to Generational Gains for weekly insights on money, real estate, financial tips, and life lessons from two generations.Watch the full video episode on Greg's YouTube Channel here: https://www.youtube.com/@gregherleanFollow and connect with Greg on IG: https://www.instagram.com/gregherlean/Check out Greg's website here: https://www.gregherlean.com/Carson's IG: https://www.instagram.com/c.herlean/Carson's TikTok: https://www.tiktok.com/@carsonherlean

  30. 16

    Mastering Wealth Strategies: Infinite Banking & Retirement Accounts Explained - Generational Gains Ep. 16

    Welcome back to Generational Gains! Join Greg Herlean and his son, Carson Herlean, as they dive deep into effective wealth management strategies. In this episode, they break down the infinite banking concept (IBC) and different types of retirement accounts, providing valuable insights on:The basics of infinite banking and its benefitsQualified vs. non-qualified moneyEffective use of 401k, Roth IRA, and other retirement accountsPractical advice on building a strong financial foundationReal-life examples and expert tips from Greg and CarsonWhether you're new to financial planning or looking to enhance your wealth-building strategy, this episode offers practical advice and actionable steps to help you achieve financial freedom. Don't miss out on learning how to take control of your finances and secure your future!0:00 - Introduction0:21 - Asset Classes & Money Management1:01 - Infinite Banking Concept (IBC)4:29 - Setting Up Your IBC Policy11:13 - Understanding Retirement Accounts17:03 - Qualified vs. Non-Qualified Money20:45 - Choosing the Right Financial Strategy for You26:02 - Sweet, Sour, and Service: Weekly HighlightsSubscribe for more financial tips and strategies!Watch the full video episode on Greg's YouTube Channel here: https://www.youtube.com/@gregherleanFollow and connect with Greg on IG: https://www.instagram.com/gregherlean/Check out Greg's website here: https://www.gregherlean.com/Carson's IG: https://www.instagram.com/c.herlean/Carson's TikTok: https://www.tiktok.com/@carsonherlean

  31. 15

    Navigating Business, Mentorship, and Life Lessons - Generational Gains Ep. 15

    Welcome to the Generational Gains podcast, where Greg Herlean and his son Carson Herlean discuss all things business and life.In this episode, Greg, a seasoned real estate and business owner, and Carson, who is two years into his journey in real estate and infinite banking, share their experiences, lessons learned, and insights on mentorship.From childhood influences to current-day challenges and triumphs, they delve deep into the importance of work-life balance, the power of mentorship, and the significance of leading with love and integrity.Join them for an enlightening conversation that bridges generations and offers valuable takeaways for anyone looking to succeed in business and life.Topics covered in this episode:- Introduction and background of Greg and Carson Herlean- Carson's journey in real estate and infinite banking- Greg's experience and mentorship influences- The impact of family and mentors on personal and professional growth- Lessons learned from key mentors in their lives- The importance of leading with love and maintaining work-life balance- Reflecting on the true value of money, relationships, and personal integrityDon't forget to like, comment, and subscribe for more episodes of Generational Gains!Watch the full video episode on Greg's YouTube Channel here: https://www.youtube.com/@gregherleanFollow and connect with Greg on IG: https://www.instagram.com/gregherlean/Check out Greg's website here: https://www.gregherlean.com/Carson's IG: https://www.instagram.com/c.herlean/Carson's TikTok: https://www.tiktok.com/@carsonherlean

  32. 14

    Achieving Work-Life Balance, Financial Freedom & Family Happiness | Generational Gains Ep. 14

    Welcome to our latest video, where we dive into essential strategies for achieving work-life balance, financial freedom, and personal growth. In this conversation, we discuss:- Work-Life Balance: How to set realistic goals and enjoy life while preparing for the future.- Financial Strategies: Tips on saving, budgeting, and investing to ensure a secure financial future.- Continuous Learning: The importance of prioritizing self-education and personal development.- Family Support & Happiness: How nurturing family relationships leads to fulfillment and joy.Join us as we share insights, personal stories, and practical advice to help you strike the perfect balance between professional success and a joyful, fulfilling personal life. Don't forget to like, share, and subscribe for more valuable tips and discussions!Watch the full video episode on Greg's YouTube Channel here: https://www.youtube.com/@gregherleanFollow and connect with Greg on IG: https://www.instagram.com/gregherlean/Check out Greg's website here: https://www.gregherlean.com/Carson's IG: https://www.instagram.com/c.herlean/Carson's TikTok: https://www.tiktok.com/@carsonherlean

  33. 13

    Unpacking Annoying Messages & Business Lessons - Generational Gains Ep.13

    Join Carson Herlean and his dad, Greg Herlean, in this enlightening episode of the Generational Gains Podcast Episode 13 where they dive into the everyday annoyances of communication in business and personal life.From handling frustrating messages about late payments to last-minute deal pressures, they share personal anecdotes and valuable insights on improving communication and managing expectations effectively.Timestamps:0:00 - Introduction: Everyday Annoyances in Messages1:00 - Discussing the Types of Messages We Dislike2:07 - Investor Messages and Handling Disappointments3:55 - The Challenges of Late Payments and Insurance Issues10:15 - Setting Expectations with Investors16:03 - Importance of Advance Planning in Business Deals18:04 - Effective Communication Strategies21:00 - Honest Conversations About Annoying and Valid Calls23:30 - Episode Wrap-up: Sweet and Sour of the WeekWhether you're a business owner, investor, or just navigating daily communications, this episode offers practical advice on turning annoying situations into learning opportunities.Don't forget to subscribe for more insights and join us as we explore the dynamics of father-son wisdom in business and life.Watch the full video episode on Greg's YouTube Channel here: https://www.youtube.com/@gregherleanFollow and connect with Greg on IG: https://www.instagram.com/gregherlean/Check out Greg's website here: https://www.gregherlean.com/Carson's IG: https://www.instagram.com/c.herlean/Carson's TikTok: https://www.tiktok.com/@carsonherlean

  34. 12

    Navigating the Complexities of Business Partnerships - Generational Gains Ep. 12

    Welcome to another episode of Generational Gains, where a father and son duo dive deep into the realms of business, real estate, money management, and more. Drawing from decades of experience, they share insights and lessons learned from different stages of their careers.In this episode, we tackle the topic of business partnerships. We explore the pros and cons, share personal experiences, and discuss strategies for success and potential pitfalls. From the value of complementary skill sets to the challenges of aligning goals and navigating breakups, we cover it all.Whether you're considering a new partnership or reflecting on existing ones, join us for an honest and insightful conversation that will help you navigate the complexities of business relationships.Timestamps:0:00 - Introduction0:30 - The dynamics of father-son business perspectives1:00 - The importance of business partnerships2:00 - Positive experiences and scaling businesses with partners3:00 - Challenges and lessons learned from past partnerships4:00 - The role of mentorship in partnerships5:00 - Navigating the end of partnerships and preparing for breakups6:00 - The impact of partnerships on personal growth and business evolution7:00 - Advice for finding and choosing the right business partners8:00 - The pros and cons of partnering with a spouse in business9:00 - Strategies for maintaining focus and avoiding spreading yourself too thin10:00 - Closing thoughts and takeaways on partnershipsSubscribe to Generational Gains for more insights on life, business, and personal growth. Share your thoughts and experiences with business partnerships in the comments below, and let us know what topics you'd like us to cover in future episodes.Watch the full video episode on Greg's YouTube Channel here: https://www.youtube.com/@gregherleanFollow and connect with Greg on IG: https://www.instagram.com/gregherlean/Check out Greg's website here: https://www.gregherlean.com/Carson's IG: https://www.instagram.com/c.herlean/Carson's TikTok: https://www.tiktok.com/@carsonherlean

  35. 11

    Mastering Personal & Business Finances: A Father-Son Perspective - Generational Gains Ep. 11

    In this episode of Generational Games, the father and son duo dive deep into the world of personal and business finances...They share their experiences and insights on budgeting, saving, investing, and managing cash flow.From the importance of knowing your numbers to the challenges of scaling a business, they cover it all.Join them as they explore the impact of financial management on relationships, the importance of leading by example, and the power of dreaming big.Whether you're looking to improve your personal finances or grow your business, this episode is packed with valuable tips and real-life lessons.Don't forget to stay until the end for their sweet, sour, and service segment!Watch the full video episode on Greg's YouTube Channel here: https://www.youtube.com/@gregherleanFollow and connect with Greg on IG: https://www.instagram.com/gregherlean/Check out Greg's website here: https://www.gregherlean.com/Carson's IG: https://www.instagram.com/c.herlean/Carson's TikTok: https://www.tiktok.com/@carsonherlean

  36. 10

    Adapting to Change: Navigating Real Estate and Personal Finance - Generational Gains Ep. 10

    Welcome back to Generational Gains! In episode number 10, Carson Herlean, the eldest son of our host, Greg Herlean, joins us to discuss the importance of adaptability, innovation, and personal growth in business and life. After a brief hiatus, they dive into an engaging conversation covering a range of topics, including the infinite banking concept, real estate investment strategies, and the value of setting personal and financial goals.Key Highlights:Carson's experience with the infinite banking concept and being recognized as a top agent.Insights into real estate investment strategies, including underwriting deals and setting realistic expectations.The significance of aligning your investments and business strategies with your personal values.The importance of adaptability in the face of changing market conditions and personal circumstances.Strategies for effective marketing and connecting with your audience in today's digital landscape.Join us as we explore the journey of learning, failing, and succeeding in the world of finance and real estate. Whether you're a seasoned investor or just starting out, this episode is packed with valuable insights and inspiration for anyone looking to make generational gains.Watch the full video episode on Greg's YouTube Channel here: https://www.youtube.com/@gregherleanFollow and connect with Greg on IG: https://www.instagram.com/gregherlean/Check out Greg's website here: https://www.gregherlean.com/Carson's IG: https://www.instagram.com/c.herlean/Carson's TikTok: https://www.tiktok.com/@carsonherlean

  37. 9

    The Impact of Mission Service on Business and Personal Growth - Generational Gains Ep. 9

    Welcome to another insightful episode of Generational Gains, where we delve into the intriguing topic of "Mission or Not Mission".Join us as we explore how serving church missions, particularly within the Church of Jesus Christ of Latter-Day Saints, shapes personal and professional lives.In this episode, Carson and Greg Herlean share our unique experiences from our missions in Ecuador, Georgia, and Tampa Bay, Florida.We discuss the challenges and rewards of adapting to new cultures and languages, and how these experiences have honed our business skills, particularly in areas like sales, marketing, and leadership.Key Highlights:- Understanding the role of church missions and their impact on personal growth.- Learning from the challenges of serving in a foreign culture and language.- The transition from mission life to business world: skills transferred and lessons learned.- Developing a relationship with God and understanding the essence of true leadership.- The art of building relationships and trust in both mission work and business.- Reflections on love, compassion, and setting life priorities post-mission.This episode is not just about religion but about the broader lessons of resilience, adaptability, and the human spirit.Whether you're interested in the impact of religious missions, personal development, or business strategies, there's something in this conversation for you.So, tune in to this heartfelt and enlightening discussion, and join us as we reflect on how serving others has profoundly shaped our lives and careers.Watch the full video episode on Greg's YouTube Channel here: https://www.youtube.com/@gregherleanFollow and connect with Greg on IG: https://www.instagram.com/gregherlean/Check out Greg's website here: https://www.gregherlean.com/Carson's IG: https://www.instagram.com/c.herlean/Carson's TikTok: https://www.tiktok.com/@carsonherlean

  38. 8

    Mastering Real Estate: Navigating Challenges & Opportunities - Generational Gains Ep. 8

    Join us in this exciting episode where Carson and Greg Herlean dive into the intricate world of real estate investment.They're back after a short holiday break, ready to share valuable insights and personal experiences that are sure to resonate with both budding and seasoned investors!Episode Highlights:- Real Estate Pitfalls and Triumphs: We explore the highs and lows of real estate investing, discussing everything from simple flips to ambitious AirBnB ventures in the Smoky Mountains.- Navigating New Opportunities: Carson shares a current opportunity he's considering and seeks advice on navigating new construction and unfamiliar markets.- Lessons from Experience: Hear about our personal journeys, including successes and setbacks in various real estate ventures across different states.- The Value of Relationships: Learn why building strong relationships is crucial in real estate and how it can make or break your investment journey.- Practical Advice for Investors: We delve into the importance of knowing your market, the risks of cutting corners, and the power of starting small to build a solid foundation.Real Estate Insights:- Strategies for New Investors: Discover effective strategies for entering new markets, the importance of on-the-ground research, and how to build a reliable team.- Understanding Market Dynamics: Uncover the nuances of different real estate markets and how to adapt your strategies accordingly.Personal Stories and Anecdotes:- Don't miss our unique stories, including Carson's adventurous U-haul story in Little Rock and lessons learned from navigating various market challenges.Final Thoughts:- As we wrap up this episode, we reflect on the sweet, sour, and service moments of our week, sharing personal experiences that keep us grounded and connected.Stay tuned for more episodes where we combine generational wisdom with modern insights to help you navigate the ever-evolving world of real estate investment.Don't forget to like, share, and subscribe for more insightful content. Your support helps us grow and continue providing valuable content.Watch the full video episode on Greg's YouTube Channel here: https://www.youtube.com/@gregherleanFollow and connect with Greg on IG: https://www.instagram.com/gregherlean/Check out Greg's website here: https://www.gregherlean.com/Carson's IG: https://www.instagram.com/c.herlean/Carson's TikTok: https://www.tiktok.com/@carsonherlean

  39. 7

    Building Trust in Real Estate: Deals, Capital, and Personal Journeys - Generational Gains Ep 7

    In this insightful episode, Greg and Carson delve deep into the realms of real estate, focusing on finding deals and raising capital. Discover how networking and forging genuine relationships can open doors to unique investment opportunities. Learn how success breeds success, as more individuals are inclined to partner with someone with a proven track record. A significant highlight of this conversation is the emphasis on understanding investors' pain points – it's not always about the best interest rate; sometimes, it's about security and peace of mind. They discuss how starting off might mean sacrificing more to gain trust but how this initial sacrifice can set the foundation for future successful partnerships. Beyond real estate, they share some personal anecdotes – from late-night baby wake-ups to celebrating achievements on the football field. Wrapping up with their "Sweet, Sour, and Service" segment, the hosts give listeners a glimpse into their day-to-day lives and upcoming adventures, including a much-anticipated trip to Europe. Dive in for a mix of professional insights and personal anecdotes that shed light on the world of real estate and beyond.Watch the full video episode on Greg's YouTube Channel here: https://www.youtube.com/@gregherleanFollow and connect with Greg on IG: https://www.instagram.com/gregherlean/Check out Greg's website here: https://www.gregherlean.com/Carson's IG: https://www.instagram.com/c.herlean/Carson's TikTok: https://www.tiktok.com/@carsonherlean

  40. 6

    Infinite Banking Explained: Unlocking Wealth By Changing One Thing | Generational Gains Ep 6

    In this episode of Generational Gains, Carson and Greg Herlean delve deep into the innovative financial strategy known as "Infinite Banking." This concept revolves around using specially designed life insurance policies as a personal banking system, offering a unique approach to managing and growing wealth.Key Highlights:1. Understanding Infinite Banking: The duo explains that Infinite Banking isn't just about life insurance but is a process that emphasizes the flow of your money. It's about controlling your finances, earning interest, and having immediate access to a significant portion of your deposits.2. Buying Cars with Infinite Banking: Through real-life examples, they demonstrate how one can buy a car using the policy, pay oneself back with interest, and essentially get a significant return on the dollar spent.3. Investing in Real Estate: The conversation shifts to using the Infinite Banking concept for real estate investments. By channeling funds through the policy, one can potentially triple their returns – earning from the property, the rental income, and the policy's growth.4. The Power of Insurance Companies: The discussion touches on the stability and financial strength of insurance companies, emphasizing their reliability as places to store and grow wealth.Join Carson and Greg as they demystify the Infinite Banking concept, showcasing its potential in wealth building and financial management. Whether you're looking to buy a car, invest in real estate, or simply understand the flow of your money better, this episode is packed with insights that can transform your financial perspective.Watch the full video episode on Greg's YouTube Channel here: https://www.youtube.com/@gregherleanFollow and connect with Greg on IG: https://www.instagram.com/gregherlean/Check out Greg's website here: https://www.gregherlean.com/Carson's IG: https://www.instagram.com/c.herlean/Carson's TikTok: https://www.tiktok.com/@carsonherlean

  41. 5

    The Importance of Networking & Building Genuine Relationships For Business Growth - Generational Gains Ep 5

    In Episode 5 of "Generational Gains," Carson and Greg Herlean discuss the importance of networking and relationship building in business.Greg reflects on his early days, emphasizing the importance of listening and asking genuine questions. He believes that genuine interest in others and understanding their stories can lead to meaningful relationships.Carson shares his experiences with networking at events and the role of social media in building relationships. He mentions a mentor, Chris, who has successfully built a community through giving and sharing knowledge on social media. Greg acknowledges the power of social media but admits he's been slow to adopt it.Greg recounts a pivotal moment in his career when a simple act of kindness to a bank teller led to a significant business relationship. Carson shares a surprise experience where he was unexpectedly asked to speak to a large group about his success in finding real estate deals.Sweet, Sour, and Service Segment: Both reflect on personal highs and lows. Greg's sweet moment was hearing his daughter share a special message before her mission, while the sour was the emotion of her leaving. His service was waking up early to care for the baby. Carson's sweet was also spending time with his sister, and he admits he hasn't served anyone yet for the day.Watch the full video episode on Greg's YouTube Channel here: https://www.youtube.com/@gregherleanFollow and connect with Greg on IG: https://www.instagram.com/gregherlean/Check out Greg's website here: https://www.gregherlean.com/Carson's IG: https://www.instagram.com/c.herlean/Carson's TikTok: https://www.tiktok.com/@carsonherlean

  42. 4

    Building a Successful Business From Scratch - Why & How Greg Herlean Started Horizon Trust Company!

    In Episode 4 of Generational Gains Greg Herlean and his son Carson Herlean go over how to build a successful business from scratch - why and how Greg Herlean started Horizon Trust Company!Watch the full podcast on YouTube here: https://youtu.be/DCV35jkmf0EWatch the full video episode on Greg's YouTube Channel here: https://www.youtube.com/@gregherleanFollow and connect with Greg on IG: https://www.instagram.com/gregherlean/Check out Greg's website here: https://www.gregherlean.com/Carson's IG: https://www.instagram.com/c.herlean/Carson's TikTok: https://www.tiktok.com/@carsonherlean

  43. 3

    Father-Son Real Estate Investors & Business Moguls Share Top Growth Secrets To Propel Success - Generational Gains Ep 3

    Get ready for Episode 3 of the Generational Gains Podcast!Join our hosts, the dynamic father-son duo of business moguls and real estate investors, as they share their experiences and insights on personal growth and development.Discover the secrets to setting meaningful goals, overcoming challenges, and cultivating a growth mindset that propels success in both life and business.With their heartfelt anecdotes and practical advice, Carson and his dad, Greg Herlean, will inspire listeners to embrace continuous learning and self-improvement on their entrepreneurial journey.Watch the full video episode on Greg's YouTube Channel here: https://www.youtube.com/@gregherleanFollow and connect with Greg on IG: https://www.instagram.com/gregherlean/Check out Greg's website here: https://www.gregherlean.com/Carson's IG: https://www.instagram.com/c.herlean/Carson's TikTok: https://www.tiktok.com/@carsonherlean

  44. 2

    Growing a Real Estate Business as a 20 Year Old With No Experience - Generational Gains Ep 2

    This second episode of Generational Gains with Greg Herlean and his son Carson Herlean focuses on how Carson is growing his real estate business as a 20-year-old. He shares his experiences, failures, and learnings after his first year of getting into Real Estate while also working 30-50+ hours per week on Infinite Banking!Watch the full video episode on Greg's YouTube Channel here: https://www.youtube.com/@gregherleanFollow and connect with Greg on IG: https://www.instagram.com/gregherlean/Check out Greg's website here: https://www.gregherlean.com/Carson's IG: https://www.instagram.com/c.herlean/Carson's TikTok: https://www.tiktok.com/@carsonherlean

  45. 1

    Building Generational Wealth: A Guide for Investors & How My 20 Year Old Son Makes 6 Figures - Generational Gains Ep 1

    Building generational wealth can seem like a daunting journey.In fact, when it comes to financial planning and investment strategies, the #1 challenge for most people is… building generational wealth.Many are perplexed about how to approach it. But this is what separates those living paycheck-to-paycheck from the financially independent individuals. If you don’t know how to build and maintain your investment assets effectively, reaching this level of financial freedom may remain elusive.The process of accumulating generational wealth isn’t easy, though.But I’m here to help and offer some value from the best source possible – my 20-year-old son. Check out this podcast episode "How My 20-Year-Old Son Makes Six-Figures", which is the first of many in the “Generational Gains” podcast.Watch the full video episode on Greg's YouTube Channel here: https://www.youtube.com/@gregherleanFollow and connect with Greg on IG: https://www.instagram.com/gregherlean/Check out Greg's website here: https://www.gregherlean.com/Carson's IG: https://www.instagram.com/c.herlean/Carson's TikTok: https://www.tiktok.com/@carsonherlean

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ABOUT THIS SHOW

Welcome to Generational Gains - where two perspectives, seasoned experience, and youthful ambition, come together to offer an enriching blend of insights. Dive deep into the world of entrepreneurship, real estate, and personal growth with father-son power duo, Greg and Carson Herlean.Greg, with an astonishing track record of transacting over $1 billion in real estate and the founder of Horizon Trust, brings wisdom from years of steering people towards taking charge of their retirement through smart financial strategies. His expertise in self-directing IRAs and retirement accounts is unparalleled.On the other hand, his prodigious son Carson, all of 20 years old, is not far behind. Having built businesses that already boasts multiple six-figure revenues, he embodies the spirit of young entrepreneurship and the limitless potential of the new generation.Generational Gains is more than just a business podcast. It's a treasure trove of experiences, from the trials

HOSTED BY

Greg Herlean

Frequently Asked Questions

How many episodes does Generational Gains have?

Generational Gains currently has 45 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.

What is Generational Gains about?

Welcome to Generational Gains - where two perspectives, seasoned experience, and youthful ambition, come together to offer an enriching blend of insights. Dive deep into the world of entrepreneurship, real estate, and personal growth with father-son power duo, Greg and Carson Herlean.Greg, with an...

How often does Generational Gains release new episodes?

Generational Gains has 45 episodes. Check the episode list to see recent publication dates and frequency.

Where can I listen to Generational Gains?

You can listen to Generational Gains on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.

Who hosts Generational Gains?

Generational Gains is created and hosted by Greg Herlean.
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