Deciding access: how and when heirs receive funds

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Are you curious about the way ultra-rich people think and grow their wealth? In this episode, Garrett Gunderson, author of What Would the Rockefellers Do?, joins Cameron Christiansen and Anthony Faso to discuss how the wealthy think differently about money and how to design a fulfilling life.

Unlike conventional wisdom, the Rockefellers didn't rely on chasing high rates of return but focused on keeping money in motion. Garrett dives into the philosophy of investing in people, particularly the next generation, and how financial intelligence, emotional intelligence, and wealth-building strategies align with family legacy creation.

Learn how the Rockefellers built lasting wealth by thinking in terms of generations, not years. With insights into creating a lasting legacy, this episode explores the importance of shifting from the traditional retirement mindset to one focused on purpose, value creation, and financial freedom.

In This Episode:

- A culture that's obsessed with retiring early

- The danger of chasing financial freedom without a purpose

- Understanding the Rockefeller mindset: why the wealthy think differently

- Garrett's insights on how to create a legacy for your heirs

- Practical steps to implement the Rockefeller wealth-building philosophy

- How the Rockefellers use family offices and trusts to protect wealth

- How to tap into your skills to create more value

- Garrett's most cherished accomplishment

Resources:

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👀 Step 1 – Watch the Free 40-Minute Masterclass on the Infinite Banking Concept 👉 http://infinitewealthconsultants.com/pios

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Get a free audiobook of What Would the Rockefellers Do?: 📸 Instagram: https://www.instagram.com/garrettbgunderson/ (DM Garrett with the word Rockefellers to get your free copy)

#Cashflow #InfiniteBanking #PassiveIncome #MoneyMoves

Connect with Garrett Gunderson:

🌐 Website: https://garrettgunderson.com/

YouTube (Podcast): https://www.youtube.com/@GarrettGundersonTV

💼 LinkedIn: https://www.linkedin.com/in/garrett-gunderson-651359b3/

Disclaimer: The opinions expressed on this podcast are solely those of the hosts and guests and do not constitute financial advice. Always consult a licensed professional for financial decisions.

A podcast show partner sponsors this episode. We may receive compensation if you use links or services mentioned in this episode.

The hosts may have a financial interest in the programs or services mentioned in this episode.