135: Garrett Gunderson - Comedy, Rockefellers, and Tax Secrets Used by the Ultra-Wealthy

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Do Business. Do Life. — The Financial Advisor Podcast — DBDL

Brad Johnson

142 episodes

2 days ago

"Do Business. Do Life." is a weekly podcast dedicated to helping the independent financial advisor create unlimited growth and freedom in their business AND life.

Having been a coach for the top 1% of independent financial advisors for 15+ years, Brad Johnson has seen far too many leaders in financial services sacrifice their marriages, health, relationships, and everything else that matters to walk across an industry stage recognizing their "success." That model is broken, and Brad's on a mission to fix it.

Join Brad as he distills the best advice from top thought leaders and applies it to the world of independent financial advising. Get actionable tips/tactics on sales, marketing, entrepreneurship, business growth, lead generation, hiring, training, team building, company culture, core values, work/life integration, family, relationships, and more!

"Do Business. Do Life." is way more than just another podcast for financial advisors. It's an experience. It's a community. And more than anything, it's a movement. #DBDL

Want to discover what it truly means to succeed as a financial advisor? Subscribe to Do Business, Do Life OR visit https://bradleyjohnson.com/

All content for Do Business. Do Life. — The Financial Advisor Podcast — DBDL is the property of Brad Johnson and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

"Do Business. Do Life." is a weekly podcast dedicated to helping the independent financial advisor create unlimited growth and freedom in their business AND life.

"Do Business. Do Life." is way more than just another podcast for financial advisors. It's an experience. It's a community. And more than anything, it's a movement. #DBDL

Want to discover what it truly means to succeed as a financial advisor? Subscribe to Do Business, Do Life OR visit https://bradleyjohnson.com/

Entrepreneurship

Business,

Investing

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135: Garrett Gunderson - Comedy, Rockefellers, and Tax Secrets Used by the Ultra-Wealthy

Do Business. Do Life. — The Financial Advisor Podcast — DBDL

1 hour 12 minutes 11 seconds

1 month ago

135: Garrett Gunderson - Comedy, Rockefellers, and Tax Secrets Used by the Ultra-Wealthy

Garrett Gunderson has worn a lot of hats—New York Times bestselling author, financial educator, entrepreneur, and even stand-up comedian. And in this episode, he connects the dots between all of them to give advisors fresh tools for both business and life. We explore what advisors can borrow from stand-up comedy to level up their presentations, how the Rockefellers built a system to preserve wealth while the Vanderbilts lost theirs, and the advanced tax strategies that capture the attention of entrepreneurs and high-net-worth clients. 3 of the biggest insights from Garrett … #1.) How Comedy Translates Into More Engaging Presentations Advisors face the same challenge as comedians: keeping an audience engaged. Garrett explains why presence matters more than polish, how to handle disruptions with confidence, and why the best connection often comes from the unplanned moments. #2.) The Rockefeller Method in Action Two wealthy families took very different paths: the Rockefellers built a system that preserved wealth for seven generations, while the Vanderbilts lost theirs in just three. Garrett unpacks the specific tools—like trusts, family constitutions, and insurance—that made the difference. #3.) The Tax Plays That Make Affluent Clients Lean In Entrepreneurs and high-net-worth families don’t want surface-level advice—they want strategies they’ve never heard before. Garrett shares advanced ideas like reclassification of income, overlooked deductions, and even how donating art can unlock surprising tax advantages. SHOW NOTES https://bradleyjohnson.com/135 FREE GIFT + JOIN THE DBDL INSIDER CREW Today's Gift: Get a free digital copy of Garrett's book, "What Would the Rockefellers Do? " To get access to today's gift, visit GarrettGunderson.com/brad FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedIn FOLLOW DBDL ON SOCIAL:YouTubeTwitterInstagramLinkedInFacebook DISCLOSURE DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations. The Triad member statements reflect their own experience which may not be representative of all Triad Member experiences, and their appearances were not paid for. Triad Wealth Partners, LLC is an SEC Registered Investment Adviser. Please visit Triadwealthpartners.com for more information. Triad Wealth Partners, LLC and Triad Partners, LLC are affiliated companies. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.