Podcast Episode Details

Garrett Gunderson on Tax Strategies for the High Net-Worth Entrepreneur

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Episode 11

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Garrett Gunderson is known as the "financial genius" who helps entrepreneurs build Economic Independence.

As an entrepreneur, financial advocate, the Founder of Wealth Factory and author of the NY Times bestselling book Killing Sacred Cows, Garrett has dedicated his career to making personal finance simple, immediately actionable and even enjoyable.

His company helps entrepreneurs optimize cash flow, streamline their finances and keep more of their hard-earned money so they can make more powerful investments in their business.

I wanted to tap into Garrett's genius to uncover the tax strategies that allow entrepreneurs who have reached 7-figures and beyond, to keep more of their wealth.

You'll learn about the important players you need on your tax team, and the game-changing tax strategies that are available to those who have hit the $660K net income mark. We also discuss how captive insurance can protect your money, and other creative ways to pay A LOT LESS tax, so you can keep more of your wealth!

Key Takeaways with Garrett Gunderson

• Turning a financial services career into a standup comedy dream.
• The game-changing tax strategies available to anyone making $660,000+ of net income.
• Pay WAY less tax with these 4 reclassification tax strategies!
• The most important people you need on your tax team.
• Out-of-the-box tax strategies you didn't know were possible.
• Why defined-benefit plans are the worst idea that's ever been invented in finance.
• Why it's not always a bad thing to pay more in tax.
• What is 831b Captive Insurance and how can it protect you?
• The risk/reward of indexed universal life insurance.

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BAM! 💥

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Published on 3 years, 9 months ago