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In this episode of "From Busy to Rich," we revisit the conversation hosts Wes Young and Justin Lakin had with Garrett Gunderson, a bestselling author, financial expert, and comedian. Garrett shares his journey from running a successful financial firm to blending comedy with financial education. They highlight the importance of living a fulfilling life, holistic financial planning, and the concept of a "family bank" inspired by the Rockefeller method. Garrett emphasizes the value of giving before asking for help, creating rituals and traditions within families, and leveraging whole life insurance for long-term wealth and legacy.

In today’s episode we will cover:

• Transition from managing a financial firm to pursuing a passion for educating others and for comedy.
• Importance of living a fulfilling life and finding purpose.
• The role of humor in enhancing learning and retention in finance.
• Concept of the "family bank" and its significance in wealth preservation.
• Overview of the Rockefeller method for maintaining family wealth across generations.
• Importance of storytelling and rituals in family legacy and values.
• Practical applications of financial strategies for seizing opportunities.
• Encouragement to focus on giving and creating value in relationships.

For the chance to receive a free copy of one of Garrett’s books see details below:

1. The first 5 people to leave a podcast review on Apply or Spotify and email a screenshot will receive a copy of Killing Sacred Cows 2.0
2. Anyone who leaves a review of Killing Sacred Cows 2.0 on the internet and sends Garrett a DM or email with the screen and subject “Wesley Licensing” will receive 3 free audio book version of Garrett’s other best selling works
3. All transform learning series participants who enroll in the January 2025 class will receive a free copy of the book. 

Garrett.live

Garrett’s Instagram 

Garrett’s Website

Email: garrett@garrettgunderson.com

 We hope you enjoy this episode, and we would love to hear your feedback by having you leave a review. Have a question for us to answer on the podcast? Let us know here!

If you’re an advisor and want to further explore these or other topics, you can learn more at www.wesyounglive.com. Maybe you’re interested in taking your own planning journey in a new direction, in that case we would love to have you join us in one of our coming Transform Learning Series.