Summary
In this conversation, Garrett Gunderson shares his extensive journey in the financial services industry, discussing his early experiences, the evolution of his career, and the importance of understanding financial strategies. He emphasizes the significance of navigating financial noise, the concept of fractional family offices, and the value of creating cash flow through intellectual property. Garrett also provides practical advice for new business owners on managing their finances and building wealth effectively. In this conversation, Garrett discusses the strategic use of intellectual property in marketing and customer service, the importance of whole life insurance as a financial tool, and the challenges of ensuring adequate life insurance coverage in modern society. He emphasizes the need for financial education and the role of asset allocation in wealth management.
Chapters
00:00 Introduction to Garrett Gunderson
03:07 Garrett's Journey in Financial Services
05:50 Navigating Financial Noise and Conviction
08:56 The Concept of Fractional Family Offices
12:02 Running a Personal Family Office
14:50 Advice for New Business Owners
18:09 Creating Cashflow through Intellectual Property
22:42 Leveraging Intellectual Property for Growth
24:56 Navigating Intellectual Property Challenges
28:02 The Case for Whole Life Insurance
37:02 The Importance of Life Insurance in Modern Society
41:49 Asset Allocation and Financial Strategy
Listeners can connect with Garrett Gunderson or follow his work through:
- Instagram: @GarrettBGunderson – where they can send him a DM for a copy of his book. Just mention “Antonio” and specify the title they’d like (e.g., Money Unmasked, What Would the Rockefellers Do?, Killing Sacred Cows).
- Wealth Factory: Wealth Factory – Garrett’s platform for financial resources and educational content.
Garrett's books, such as What Would the Rockefellers Do?, Killing Sacred Cows, and Money Unmasked, can be found on Amazon, Wealth Factory’s website, or by connecting with him directly through social media.
