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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 and triumphs of a seasoned entrepreneur to the fresh challenges and innovative solutions from a young mogul-in-the-making. Together, they delve into the art of setting transformative goals, maneuvering through life's challenges, boosting one’s income, and fostering a growth mindset that drives success in both life and business.
Tune in for their heartwarming anecdotes and actionable advice. Whether you're a budding entrepreneur, an established business owner, or someone looking for a spark of motivation, Generational Gains promises a journey of continuous learning, self-improvement, and inspiration. Embark on this entrepreneurial voyage with the Herleans and discover the secret sauce to building generational wealth and wisdom.
43 Episodes
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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 retiremen...
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 (PUA...
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 d...
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...
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 vacation...
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 refra...
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 insuran...
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 s...
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 bankin...
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 t...
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 ch...
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 leadersh...
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 vide...
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) ✅ W...
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 ef...
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 busi...
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 & friends Carson shares his approach to wealth-building i...
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 risks From first-time in...
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 ...
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 wit...
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