Control and Compound with Darren Mitchell – Details, episodes & analysis

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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

SIGN UP FOR OUR LIVE MONTHLY WEBINAR: https://www.controlandcompound.com/live-webinar

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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On today’s episode, Darren and Christina break down the current economic uncertainty currently facing Canadians due to several factors including the looming trade war between Canada and the USA.

They break down why traditional places for investing and saving can be negatively impacted during times like these and how using the infinite banking concept can be a massive advantage if used correctly.

Darren also goes through an example of how the volatility buffer works based on traditional investing compared to investing using the infinite banking concept with high cash value life insurance.

If the news these days is freaking you out, you NEED to tune in for this episode!

Show notes:

00:00 - Introduction

2:20 - Darren’s thoughts on the current economic uncertainty facing Canadians

10:05 - Where are most people currently investing and saving?

14:10 - How does the infinite banking concept work?

16:25 - How traditional investing won’t work in a financial crisis

23:10 - Looking at an example of the volatility buffer

37:00 - The steps people should take to start using this strategy

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You asked and we delivered! On today’s episode, Darren and Christina are revisiting our most popular episode on YouTube and answering some of your questions on the Canadian Pension Plan and Old Age Security. If you enjoyed the last episode, you need to check this one out! We clarify some of the things we went over and dive deeper into the subjects. Tune in now!

Show notes:

00:00 - Introduction

3:25 - Is there a clawback with the Canada Pension Plan?

4:50 - What is the Old Age Security clawback?

8:00 - How does the CPP death benefit work?

11:20 - What is CPP disability and how does it work?

15:50 - Why does OAS clawback happen on July 1st?

18:15 - Strategies used to avoid OAS clawback

20:50 - Advantages of income splitting

23:45 - Drawing down RSPs before starting OAS

27:45 - Capital gains breakdown

30:35 - The BEST advice to avoid OAS clawbacks

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On today’s episode, Darren and Christina sit down and chat with Mark Yataco. Mark is a real estate investment entrepreneur with over 12 years of experience in the industry. Owner of JMH Canada, Mark provides real estate development services, including residential and commercial, with a specialization in multi-family space renovations. The three chat about how Mark got into the contracting business, the strategies he uses to get the best out of his people, as well as what he and his team does to get the best out of renovations for his clients. Tune in now!

Show notes:

00:00 - Introduction to Mark Yataco

2:15 - How and when did Mark get into the contracting business

4:15 - What makes a renovation on an investment property different from a regular home

8:50 - Why are quotes for renovation quotes all over the place?

13:30 - Best practices for investors to get the most out of renovations

19:40 - What does a typical renovation of an investment property look like?

26:45 - How Mark uses Discord in his business

31:25 - What’s a typical price range for a renovation of a 10 unit building for Mark’s team?

FIND MARK ON:

WEBSITE: https://www.markyataco.com/

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

YOUTUBE: https://www.youtube.com/@tacoboutinvesting

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On today’s episode, it’s the October update! Darren and Christina go over to the Bank of Canada interest rates as well as what’s going on in the world of bitcoin, real estate, and the stock market. Tune in now!

Show notes:

00:00 - Introduction

00:40 - Bank of Canada interest rates update

7:15 - Bitcoin update

9:45 - Stock market update

10:50 - Real estate update

12:35 - Life insurance industry news

18:30 - Control and Compound news

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Last week, Darren and Christina attended and presented at the Real Estate Investor’s Summit in Toronto. It was an incredible weekend with some amazing speakers including Ken Dunn, Michele Romanow, Mike Holmes, Barbara Corcoran, and Investor Mel and Dave. On today’s episode, Darren and Christina break down what they learned from the different presentations and their highlights from the weekend. Tune in now!

Show notes:

00:00 - Introduction

2:10 - Ken Dunn’s Presentation and Programs

12:15 - Simon Yan’s Presentation

14:35 - Investor Mel and Dave’s Presentation

16:45 - Equiton’s Presentation

17:25 - Elevate Living REIT

19:15 - Darren’s Presentations

20:40 - Michele Romanow’s Presentation

23:45 - Mike Holmes’ Presentation

25:30 - Barbara Corcoran’s Presentation

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On today’s episode, Darren and Christina break down the differences between a tax free savings account (TFSA) and a whole life policy. There’s no doubt they have a favourite choice but both can definitely play a role in your financial plan! Tune in now to find out everything you need.

Show notes:

00:00 - Introduction

00:45 - Breaking down the Tax Free Savings Account (TFSA)

5:20 - What you CAN’T do with your TFSA

7:45 - The major differences between a TFSA and whole life policy

17:30 - Dealing with the government in the future

21:10 - What happens in retirement?

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On today’s episode, Darren and Christina are back for part 3 of breaking down Nelson Nash’s famous book, “Becoming Your Own Banker”. In part 3, they cover pages 21-26 and take a closer look at opportunity cost in everyday life, the moving parts in an infinite banking policy and how each role is played. They also chat about how policies get better year over year, how the dividend value gets decided and why owning multiple policies can unlock even more opportunities to invest. Tune in now!

Show notes:

00:00 - Introduction

00:55 - Taking a closer look at opportunity cost

3:15 - The moving parts in an infinite banking policy - who’s responsible for what

9:00 - How the policies get better year over year

10:25 - How does the dividend value get decided?

16:00 - Owning multiple policies

REAL ESTATE SUMMIT TICKETS: https://www.realestateinvestorssummit.live/real-estate-investors-summit2o3psvby?affiliate_id=4170004

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On today’s episode, Darren and Christina are joined by Foundation Capital’s Mit Perinpanayagam. The three chat about what a real estate investment trust is and how Mit’s company, Foundation Capital is offering private individuals the opportunity to take advantage of large investment funds. They also discuss how the taxes work on the fund and what types of ways you can invest in the fund. Tune in now!

Show notes:

00:00 - Introduction

2:00 - How did Mit get into real estate investing?

6:55 - Why did Mit choose southern Ontario to invest in?

10:25 - How does a real estate investment trust (reit) work?

16:00 - How is the fund taxed?

21:10 - When can you use to invest in the fund and what’s the minimum amount you can invest?

24:35 - What sets Foundation Capital apart from other REITs?

29:45 - Long term plan for Foundation Capital’s fund

REAL ESTATE SUMMIT TICKETS: https://www.realestateinvestorssummit.live/real-estate-investors-summit2o3psvby?affiliate_id=4170004

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FIND MIT ON:

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

WEBSITE: https://foundationcapital.ca