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87 | Building Wealth with a Strong Foundation: Financial Planning Lessons with Travis Freeman
Manage episode 444149932 series 3527009
Innhold levert av Rodric Lenhart. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Rodric Lenhart eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
In this episode, Rodric Lenhart sits down with financial planner, author and entrepreneur, Travis Freeman.
From growing up on food stamps to advising ultra-high-net-worth individuals, Travis shares his journey and the lessons he's learned along the way.
The two dive into the challenges of managing wealth, why some people never reach the next level of financial success, and what causes some family businesses to lose it within a few generations.
Whether you're a business owner or aspiring entrepreneur, Travis offers some timeless advice on financial planning and why reclaiming your time is so important.
What You Will Hear In This Episode:
- How to identify the risks and opportunities that shape financial success
- The two biggest reasons people lose their fortunes, especially in family businesses
- Why having a documented financial plan is crucial to weathering market volatility
- Insights on selling a business, including seller financing and private equity deals
- How to transition from managing a business to reclaiming your time and life
Quote:
"When someone has a true, documented, living financial plan, that's like having a foundation under the house - when the ground shakes, you’re not worried about it falling down."
– Travis Freeman
Guest links:
Resources:
If you aren’t 100% confident what your ‘next right move’ is in your business…I may have a tool that can help. Take the Entrepreneurial Journey Quiz and find out which stage you are in and which areas to focus on.
Take the quiz now: https://milliondollarflipflops.com/quiz/
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