My passion for this Vault started when I realized the traditional path, DCA’ing into the S&P 500 and aggressively saving, wasn’t the answer. Once I uncovered a better way, I knew I had to share it. I wanted a way to distill the best ideas into something clear, practical, and ready to use. That’s how this section was born: free, open-source notes designed to save you time, cut through noise, and help you move faster toward your “why.”
This isn’t about hoarding knowledge. It’s about maximizing value, optimizing time, and giving others a roadmap to build freedom with clarity and purpose.
DISTILLED KNOWLEGE
This isn’t a library of random highlights. It’s a distilled vault of tailored knowledge, every book, guide, or resource broken down into clear, actionable parts. Instead of reading thousands of pages, you can see the principles, mistakes to avoid, and real applications in minutes.
Not all growth comes from balance sheets and cash flow, some of the most powerful shifts start in the mind. To capture this, the Training Vault is divided into sections: Wealth Building, which covers the technical strategies of infinite banking, real estate, and financial systems; and Mindset & Philosophy, which explores the mental frameworks, discipline, and worldview that make those strategies sustainable. This separation ensures clients can build not only the tools to escape the rigged system, but also the mindset to use those tools with clarity and purpose.
Each book page follows the same structure:
Overview → The big idea in plain language.
Top 5 Insights → Quick-hit truths that shift your perspective.
History & Context → Why the book was written and the problem it solves.
How It Works → Practical mechanics behind the strategy or tool.
Application → How to use it in real life (with IBC, real estate, or tax planning).
Traps & Misconceptions → Common mistakes to avoid.
Generational Growth Takeaways → How it connects to Generational Growth’s philosophy.
Raw Notes → Detailed bullet points you can skim or study deeper.
The value: you don’t just read a book, you get a systemized breakdown that makes it instantly usable inside your financial strategy.
This section covers the core strategies and tools, privatized banking, real estate, tax optimization, and business structures. These are the levers that create cash flow, control, and long-term financial freedom.
Discover why Whole Life Insurance is more than protection — it’s an “AND Asset.” Learn how uninterrupted compounding, PUAs, and leverage create a system of growth, safety, and control outside Wall Street’s grip.
Wall Street profits from cycles that keep savers trapped. This book shows how Whole Life Insurance becomes sound money and your way out of the system.
Nash’s classic reveals how to take back the banking function and put yourself in control of the flow of money.
Privatized banking gives families stability and business owners a financing edge all while protecting against the failures of the Fed and Wall Street.
Nash’s call to build a financial warehouse, a mindset shift from chasing returns to creating lasting control and legacy.
Ryan Lee’s blueprint: fund Whole Life, buy rentals, repeat a machine for passive income and long-term freedom.
Ali Boone’s playbook for separating solid turnkey deals from traps — due diligence made simple.
Gunderson shatters financial myths, freeing you from Wall Street dogma and scarcity thinking.
Robert Allen’s blueprint for using real estate to build lasting wealth, simple, practical, repeatable.
Ali Boone’s guide to building passive income with done-for-you rentals; simple, scalable, and stress-free.
Befort shows real estate investors how to pair IBC with rentals; leverage, liquidity, and loss-proof wealth.
Kiyosaki’s classic: the mindset shift from earning a paycheck to building cash-flowing assets.
Gunderson reveals how the Rockefellers built lasting wealth by protecting capital, using life insurance, and passing down financial wisdom, proving legacy is more powerful than luck.
Barry Dyke exposes how Wall Street, banks, and government collude to extract wealth from everyday Americans. A must-read on how to reclaim control and protect your capital.
Mike Poggi teaches investors how to grow and protect wealth by using self-directed IRAs, Solo 401(k)s, and tax-advantaged structures to fund real assets. The book reveals how to turn retirement accounts into tools for control, flexibility, and long-term, tax-free growth through land, real estate, and private lending opportunities.
This section focuses on the mental frameworks and principles that drive lasting success. Discipline, perspective, and purpose form the foundation for applying wealth-building tools with clarity and resilience.
A mindset reset: measure progress backward, not against the horizon and build momentum from every win.
Frankl’s timeless lesson: survival and fulfillment come from finding meaning, even in suffering.
Hill’s classic blueprint: harness thought, desire, and discipline to turn ideas into wealth.
Two former Navy SEAL commanders share the leadership principles that kept their teams alive in combat and show how to apply them to business and life: take full responsibility, build trust, and lead with discipline.
Leaders fail when they go too far in any direction. The Dichotomy of Leadership shows how to walk the tightrope — be disciplined but not rigid, confident but not arrogant, strong but humble — so your team thrives under pressure.
True originality comes from questioning the default, balancing risk, and pushing bold ideas with disciplined persistence.
Waitzkin, a chess prodigy turned martial arts champion, reveals how to master any skill by embracing incremental progress, building resilient mental frameworks, and transforming setbacks into growth fuel.
Rewire your mind by changing your inner dialogue, your words shape your beliefs, and your beliefs shape your results.
Former FBI hostage negotiator Chris Voss shows how to win high-stakes deals by mastering emotional intelligence, tactical empathy, and psychological leverage because splitting the difference leaves value on the table.
James Clear shows how tiny, consistent habits compound into massive results, success isn’t about willpower, it’s about building systems that make good behaviors automatic and bad ones invisible.
Gladwell reveals that extraordinary success isn’t just about talent, it’s built on hidden advantages, cultural legacies, and relentless practice. Greatness comes from opportunity + effort, not luck alone.
Stealing Fire explores how elite performers tap altered states of consciousness (“flow states”) to unlock peak creativity, focus, and performance and how you can do the same to 10x results.
Build the structure behind your wealth.
This section houses Generational Growth’s masterclasses: deep-dive trainings that show you how to build, protect, and multiply your wealth using the same strategies as elite family offices. Each class is designed to help you escape the W-2 trap and engineer financial freedom with precision.
Transform taxes from your biggest expense into your greatest accelerator by structuring entities, leveraging deductions, and aligning your income streams for maximum efficiency.
Unlock your retirement dollars and move them off Wall Street into real estate, land, and private notes while keeping the tax protections of an IRA.
Earn like a bank by lending into real assets through vetted companies or your own system and generate predictable, collateral-backed returns.
I keep detailed notes on every book I read — from philosophy to history — exploring minds like Dostoevsky to modern thinkers who shape how we view wealth, meaning, and human behavior.
If you’re curious about the deeper mental frameworks behind Generational Growth, reach out through my socials, I’d love to point you toward the books that shaped this system.