Money Talks
With Garrett B. Gunderson

SEEN ON

SEEN ON
The Wall Street Journal
CNBC
ABC
Forbes.com
Entrepreneur

Speaking

Garrett B Gunderson is an entrepreneur, financial advocate, and founder of Wealth Factory. Garrett brings energy and excitement to debunking the many widely accepted myths and fabrications that undermine the prosperity and joy of millions of business owners.

He is the NY Times best-selling author of Killing Sacred Cows, What Would the Rockefellers Do?, and Budgeting Sucks. He's appeared on TV shows including ABC's Good Money, Your World with Neil Cavuto on Fox, and CNBC’s Squawk on the Street — and his firm was named to the Inc 500.

He has appeared onstage next to guests like the Dalai Lama, Richard Branson, Arianna Huffington, F.W. De Klerk, Tim Ferriss, Tony Robbins, Daymond John, and many others.

Most importantly, Garrett makes personal finance for entrepreneurs simple, immediately actionable and even enjoyable.

Scheduling

Book Garrett to speak at your next event, podcast, or summit

or call us at (801) 304-7762

Garrett Gunderson

Popular Speaking Topics

Cash Flow Optimization
or "Keep Way More of What You Make"

How to boost your bottom-line by 10 percent or more without working harder, taking any additional risk, or cut back spending whatsoever.

Description:

Cutting back costs businesses a fortune. Garrett will share ways you can safely and legally save more in taxes, and have more money to do what you want today without hiring more people or increasing your overhead.

Learning Objectives:

  • Boost the Bottom-line by identifying areas where money is leaking, and give practical strategies and examples that you can implement within 24 hours after the event.
  • The 5 part framework to avoid tax traps and maximize tax strategies to legally reduce one of the largest liabilities Entrepreneurs and Business Owners face.
  • How Entrepreneurs/Business Owners Can Build (And Keep) their wealth for generations using the Rockefeller Method.
  • Using Cash Flow Banking to leverage financial technologies favored by large corporations (think GE and Walmart) and big banks (Chase, Wells Fargo, Citibank, etc) so they never lose a dime during market chaos...
  • Take Control Over Your Finances by discovering where you are handling your finances excellently AND where your finances are inefficient or need special attention. Garrett will also reveal little-known indicators that expose future financial problems.
  • The 4i's to efficiency. Putting money in your pocket without budgeting or cutting back. Identify your financial independence number and the most effective ways to get there in 3-7 years (rather than 30 years)

What Would the Rockefellers Do?

How Entrepreneurs Can Build (And Keep) Their Wealth For Generations

Description:

Ever felt frustrated trying to balance financial objectives like keeping more of what you make, improving your business and providing more for your family? There is a way. The Rockefellers have been doing it for 6 generations, and you can too with The Rockefeller Method.

Learning Objectives:

  • How cash flow banking preserves, protects and grows your money no matter what the economy does
  • Financial technologies favored by large corporations (think GE and Walmart) and big banks (Chase, Wells Fargo, Citibank, etc) so they never lose a dime during market chaos...
  • Ways to create predictability, so your wealth grows and you never have to worry about whether your nest egg is going up or down (it always goes up—guaranteed).
  • How to earn up to 10X (or more) what banks are paying on CD's and savings accounts
  • How to create liquidity and have full access to your money for emergencies or opportunities (without triggering a costly capital gain or IRS penalty)

Overall Learning Objectives that can be covered:

  1. What areas of personal finance and money must be addressed when owning a business.
  2. How to improve credit and gain access to money.
  3. How to use good credit to save on insurance and interest.
  4. What type of corporation to set up for your particular business and why.
  5. How to properly take income from the business for greater tax efficiency
  6. How to eliminate the damage of financial surprises and create lifelong wealth.
  7. Best insurance structure to reduce risk and minimize premiums.
  8. Different ways to protect assets and wealth.
  9. How to handle taxes as a business owner.
  10. The makeup of a proper tax team.
  11. How frequently to meet with tax professionals and what questions to ask them.
  12. What retirement accounts to avoid and how to improve existing retirement funds.
  13. How to be a better investor.
  14. How to avoid the restriction of budgeting, yet build wealth.
  15. Determine what loans to pay off and when, in the quickest and safest manner.
  16. How to detect hidden and destructive fees and commissions.
  17. Where to most quickly increase revenue in their business.
  18. How to manage expenses personally and in business.
  19. What a comprehensive personal finance plan looks like and how to have it work in coordination.
  20. Eliminate risky investments and investing practices.
  21. Determine the clearest way to profitability.
  22. Get to the root of any money problem.
  23. Learn the rules of being an investor.
  24. What the greatest constraint and catalysts to business are.
  25. Creating authority, scale and a multiple in your business.
  26. How to determine if an idea is right and if the timing is appropriate.
  27. How and when to celebrate entrepreneurial wins and prevent burnout.
  28. How to generate more cash flow with existing situation and assets.
  29. How to capture wealth through simple methodology: a wealth capture account.
  30. Best ways to purchase
  31. Buying a home most effectively
  32. Buying a car properly
  33. How to earn interest and be the bank rather than pay interest.
  34. How to boost the earnings on your savings account.
  35. Determine if it makes sense to pay cash, finance or use your personal bank.
  36. Determine the fastest way to pay off loans.
  37. Learn how to restructure loans to be advantageous to cash flow.
  38. Learn how to eliminate wasteful insurance expenses.
  39. Ways to increase cash flow in the future through coordinated financial strategies and Cash Flow Banking.
  40. Multiple ways to save on tax.
  41. How to protect the downside of investments and reduce risk with investing.
  42. What alternatives there are to invest in other than the stock market.
  43. What a financial plan consists of and how to identify holes in the plan.
  44. What questions to ask in order to insure you have the right financial team.
  45. How to build the right amount of savings without taking money from the business.
  46. The proper amount of savings and the best percentage to allocate towards savings.
  47. Find money to invest into marketing initiatives.
  48. The Rockefeller Method (perpetuating wealth)
  49. The 5 Levers to Manufacture Financial Independence
  50. How to create enough income that shows up even if you don’t….to cover all your expenses.
  51. What areas of personal finance and money must be addressed when owning a business.
  52. How to improve credit and gain access to money.
  53. How to use good credit to save on insurance and interest.
  54. What type of corporation to set up for your particular business and why.
  55. How to properly take income from the business for greater tax efficiency
  56. How to eliminate the damage of financial surprises and create lifelong wealth.
  57. Best insurance structure to reduce risk and minimize premiums.
  58. Different ways to protect assets and wealth.
  59. How to handle taxes as a business owner.
  60. The makeup of a proper tax team.
  61. How frequently to meet with tax professionals and what questions to ask them.
  62. What retirement accounts to avoid and how to improve existing retirement funds.
  63. How to be a better investor.
  64. How to avoid the restriction of budgeting, yet build wealth.
  65. Determine what loans to pay off and when, in the quickest and safest manner.
  66. How to detect hidden and destructive fees and commissions.
  67. Where to most quickly increase revenue in their business.
  68. How to manage expenses personally and in business.
  69. What a comprehensive personal finance plan looks like and how to have it work in coordination.
  70. Eliminate risky investments and investing practices.
  71. Determine the clearest way to profitability.
  72. Get to the root of any money problem.
  73. Learn the rules of being an investor.
  74. What the greatest constraint and catalysts to business are.
  75. Creating authority, scale and a multiple in your business.
  76. How to determine if an idea is right and if the timing is appropriate.
  77. How and when to celebrate entrepreneurial wins and prevent burnout.
  78. How to generate more cash flow with existing situation and assets.
  79. How to capture wealth through simple methodology: a wealth capture account.
  80. Best ways to purchase
  81. Buying a home most effectively
  82. Buying a car properly
  83. How to earn interest and be the bank rather than pay interest.
  84. How to boost the earnings on your savings account.
  85. Determine if it makes sense to pay cash, finance or use your personal bank.
  86. Determine the fastest way to pay off loans.
  87. Learn how to restructure loans to be advantageous to cash flow.
  88. Learn how to eliminate wasteful insurance expenses.
  89. Ways to increase cash flow in the future through coordinated financial strategies and Cash Flow Banking.
  90. Multiple ways to save on tax.
  91. How to protect the downside of investments and reduce risk with investing.
  92. What alternatives there are to invest in other than the stock market.
  93. What a financial plan consists of and how to identify holes in the plan.
  94. What questions to ask in order to insure you have the right financial team.
  95. How to build the right amount of savings without taking money from the business.
  96. The proper amount of savings and the best percentage to allocate towards savings.
  97. Find money to invest into marketing initiatives.
  98. The Rockefeller Method (perpetuating wealth)
  99. The 5 Levers to Manufacture Financial Independence
  100. How to create enough income that shows up even if you don’t….to cover all your expenses.
  101. What areas of personal finance and money must be addressed when owning a business.
  102. How to improve credit and gain access to money.
  103. How to use good credit to save on insurance and interest.
  104. What type of corporation to set up for your particular business and why.
  105. How to properly take income from the business for greater tax efficiency
  106. How to eliminate the damage of financial surprises and create lifelong wealth.
  107. Best insurance structure to reduce risk and minimize premiums.
  108. Different ways to protect assets and wealth.
  109. How to handle taxes as a business owner.
  110. The makeup of a proper tax team.
  111. How frequently to meet with tax professionals and what questions to ask them.
  112. What retirement accounts to avoid and how to improve existing retirement funds.
  113. How to be a better investor.
  114. How to avoid the restriction of budgeting, yet build wealth.
  115. Determine what loans to pay off and when, in the quickest and safest manner.
  116. How to detect hidden and destructive fees and commissions.
  117. Where to most quickly increase revenue in their business.
  118. How to manage expenses personally and in business.
  119. What a comprehensive personal finance plan looks like and how to have it work in coordination.
  120. Eliminate risky investments and investing practices.
  121. Determine the clearest way to profitability.
  122. Get to the root of any money problem.
  123. Learn the rules of being an investor.
  124. What the greatest constraint and catalysts to business are.
  125. Creating authority, scale and a multiple in your business.
  126. How to determine if an idea is right and if the timing is appropriate.
  127. How and when to celebrate entrepreneurial wins and prevent burnout.
  128. How to generate more cash flow with existing situation and assets.
  129. How to capture wealth through simple methodology: a wealth capture account.
  130. Best ways to purchase
  131. Buying a home most effectively
  132. Buying a car properly
  133. How to earn interest and be the bank rather than pay interest.
  134. How to boost the earnings on your savings account.
  135. Determine if it makes sense to pay cash, finance or use your personal bank.
  136. Determine the fastest way to pay off loans.
  137. Learn how to restructure loans to be advantageous to cash flow.
  138. Learn how to eliminate wasteful insurance expenses.
  139. Ways to increase cash flow in the future through coordinated financial strategies and Cash Flow Banking.
  140. Multiple ways to save on tax.
  141. How to protect the downside of investments and reduce risk with investing.
  142. What alternatives there are to invest in other than the stock market.
  143. What a financial plan consists of and how to identify holes in the plan.
  144. What questions to ask in order to insure you have the right financial team.
  145. How to build the right amount of savings without taking money from the business.
  146. The proper amount of savings and the best percentage to allocate towards savings.
  147. Find money to invest into marketing initiatives.
  148. The Rockefeller Method (perpetuating wealth)
  149. The 5 Levers to Manufacture Financial Independence
  150. How to create enough income that shows up even if you don’t….to cover all your expenses.

"You invest in yourself, you treat yourself as your greatest asset, you invest only in alignment with your investor DNA, you put everything into things you know about, and nothing outside of that. And then you let go of the noise when everyone else tells you you're crazy. Because the only way you get wealthy, and make an impact in this world, is to be crazy enough to face your future with confidence, when everyone else is cowering with fear."
- Garrett

Garrett Speaking at Underground

Garrett Speaking at Amazing.com

"Economic Independence is not supposed to be about scrimping, saving, sacrificing, delaying and deferring, hoping that one day, someday, you can retire with enough money in the bank, and die before you run out of money. It's about living wealthy now, growing cash flow, and building the life you love."
- Garrett

Speaker Rating: 4.7 out of 5

Speaker rating compiled and averaged from hundreds of speaker evaluation forms handed out to audiences

'The Rich Dad team went to hear Garrett speak for 3 days and we were blown away I'm a little embarrassed to say this. but we learned so much at such a deeper level than we even knew We went home and changed our business - and we also told our families we have to change how we're doing things.

- GREG ARTHUR ONLINE MARKETING MANAGER AT THE RICH DAD COMPANY
"We invited Garrett Gunderson to speak at our National Conference. He rocked our world. Our people fell in love with him after the first 5 minutes and stayed riveted to his speech for the next 85 minutes. Garrett has an endearing wit and charm. but the real bang for the buck comes from his extensive knowledge of starting. running. and growing a successful business."

- BOB SNYDER CEO AND PRESIDENT OF RENATUS
"Garrett came and spoke at our event last year and blew the group away This is such a huge topic for our world where we are good at making money and not necessarily great at keeping it ... He is absolutely fantastic."
- J.J. VIRGIN. BESTSELLING AUTHOR OF THE VIRGIN DIET
"Garrett is a master teacher and the best speaker I've ever heard. His thought leadership on financial material is deep and impactful and his charismatic delivery thoroughly engages."

- RICH CHRISTIANSEN. SERIAL ENTREPRENEUR AND BESTSELLING AUTHOR OF THE ZIGZAG PRINCIPLE
"Garrett Gunderson is one of the most outside-the-box thinkers I've ever met when it comes to anything financial or business related. and he's great fun to listen to on a pod cast."

- BEN GREENFIELD. BEST-SELLING AUTHOR OF BEYOND TRAINING: MASTERING ENDURANCE. HEALTH AND LIFE
"Garrett is the ideal combination of intelligence. passion and charisma. I could listen to him speak all day long and would learn something important every time I did."

- PATRICK GENTEMPO. JR. D.C. AND ENTREPRENEUR

Garrett's Story

Robert Kiyosaki

"If you want to stay poor or middle class, listen to Suze Orman or Dave Ramsey. If you want improve yourself and get financial education of the rich, listen to Garrett Gunderson."

Robert Kiyosaki Author, Rich Dad Poor Dad