Subscribe for Email Updates

Add a descriptive message telling what your visitor is signing up for here.

Episode #1 Featuring John Smith, Founder & CEO, Company Inc.
Catch the latest episodes and learn how to scale your company from these experts!
011: Garrett Gunderson on Tax Strategies for the High Net-Worth Entrepreneur
Garrett Gunderson, tax strategies
Want to share Beyond a Million on social?
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!

If you haven't fully funded your business and got your cash flow where it needs to be, why go invest in other people's businesses you know nothing about? Build that up, save on tax, capture that money in a place that's a little bit safe and secure, build up some liquidity, and then wait for good opportunities. And when they come, pounce on them. Be patient for years if you have to.” – Garrett Gunderson

I don't believe in long-term deferral of taxes.” – Garrett Gunderson

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.

John Ruhlin

Subscribe to the Show
We hope you enjoy this episode and that you find some golden nuggets within this interview. Trust us, it's there!

If you want episodes delivered straight to your inbox, consider subscribing to the show and we'll email you each time a new episode is released!

Thanks for tuning it & keep being awesome.

BAM! 💥
Tune in for new interviews with Easy Pay Direct founder, Brad Weimert, and top-notch guests that are absolutely crushing it in their area of expertise. Learn world class tactics and strategies in sales, marketing, operations, finance and wealth building.

Apply to be on the podcast! I'd love to capture your story and share it with my community of 30,000+ industry leaders. Looking forward to an awesome conversation with YOU!

© Copyright 2021 and beyond  - All Rights Reserved, Beyond a Million Podcast