The Lifestyle Investor - Investing, Passive Income, Wealth

234: The 3-Part Framework That Creates True Financial Freedom with Garrett Gunderson

Apr 17, 2025

Garrett Gunderson, a best-selling author and financial disruptor, shares insights on achieving true financial freedom without sacrificing your lifestyle. He introduces his Trifecta Framework, emphasizing that financial independence begins in your mind. Topics include innovative strategies like whole life insurance for wealth building, the importance of passive income over simple wealth accumulation, and the value of community and education in financial journeys. Discover how to align your values with sustainable wealth creation!

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INSIGHT

Rockefeller Wealth Principles

The Rockefeller family's financial methods focus on whole life insurance, trusts, and asset protection to build generational wealth.
Wealth is created by changing how you think about money, not just how you invest.

ADVICE

Proper Life Insurance Design

Avoid buying term insurance without proper planning; wait too long to buy permanent insurance and lose growth benefits.
Use whole life insurance as an asset allocation to access capital and maintain a death benefit for long-term wealth.

ADVICE

Using Trusts for Asset Protection

Use irrevocable trusts and control the distribution trustee to protect assets and maintain access to capital.
Implement the Rockefeller family method to effectively pass on wealth through generations with protection and control.

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If you're grinding through life just to someday 'retire,' you're doing it wrong.

Today, I’m talking with Garrett Gunderson—a best-selling author, speaker, and financial disruptor—about what it really takes to build freedom now, not 30 years down the road.

Garrett’s helped thousands of entrepreneurs grow their wealth without sacrificing their lifestyle. He’s trained top financial professionals, revived the timeless wealth principles of the Rockefellers, and developed practical frameworks that simplify the money game—so you can build wealth on your terms.

In this episode, we break down what Garrett calls The Trifecta—a proven system for becoming financially fit, reaching true independence, and unlocking a level of freedom that's only possible when you change the way you think, not just the way you invest.

In this episode, you’ll learn:

✅ How to use whole life insurance, trusts, and asset protection to build generational wealth like the Rockefellers.

✅ Why true financial independence starts in your mind—not your bank account.

✅ Garrett’s Trifecta Framework for building wealth, protecting assets, and creating true freedom.

Show Notes: LifestyleInvestor.com/234

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