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87 | Building Wealth with a Strong Foundation: Financial Planning Lessons with Travis Freeman
Manage episode 444149932 series 3527009
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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:
Ready to transform your business and your life while making a difference? Grab your copy of *Million Dollar Flip Flops*—the ultimate guide to creating a life and business that feels just as good as it looks. And here’s the best part: 100% of the proceeds go directly to our foundation, Send a Student Leader Abroad, with a goal of sending 1,000,000 deserving kids on life-changing trips around the world.
As a thank you for your support, we’re offering exclusive bonuses available only for our podcast listeners. These bonuses are packed with extra tools and resources to help you implement the principles from the book faster and more effectively.
Don’t miss this opportunity to gain invaluable insights, impact a young leader’s life, and be a part of something bigger.
Click the link, order your copy, and claim your listener-only bonuses today!
Together, let’s change lives—one trip at a time.
www.MillionDollarFlipFlops.com/book
**P.S.** Every book you buy gets us one step closer to sending 1,000,000 kids on life-changing adventures. Let’s make it happen!
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