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#80 - "Financial Planning & Wealth Strategies for Business Owners"
Manage episode 432739672 series 3449055
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In this episode of The Wealthy Consultant Podcast, host Mike Walker introduce Chris Robinette, a top-ranked financial planner and founder of Lighthouse Planning. Chris shares insights from his diverse background, including his time in the Navy, and delves deep into financial planning, wealth management, and the importance of managing cash flow.
He discusses the significance of transitioning from revenue-focused to profit and cash flow-focused business models, the impact of maintaining a stable financial footing, and the value of working with a financial planner. Tune in as Chris provides actionable advice for entrepreneurs looking to enhance their financial strategies and build lasting legacies.
Enjoy the episode and check the links below for more info & Resources
Get an inside look at how to get involved with The Wealthy Consultant
https://wealthyconsultant.com/
Our Monthly Printed Memos - Free Trial
https://consultingmemo.com/optin-568134011666363883437
See our Portfolio of Brands
https://welchequities.com/
Contact Chris Robinette:
Email address: [email protected]
Calendly.com/lhplanning
OVERVIEW:
- (00:00) Introduction
- (00:38) Meet Chris Robinette: Financial Planner and Wealth Strategist
- (01:07) Chris Robinette's Journey
- (02:58) Launching Lighthouse Planning Amidst a Pandemic
- (03:26) Revenue vs. Profit: The Real Measure of Success
- (06:01) The Importance of Monthly Recurring Revenue
- (13:26) When to Engage a Financial Planner
- (18:30) Mindset and Financial Planning: Breaking Old Ideologies
- (24:55) Current Market Insights and Future Predictions
- (30:52) Final Thoughts and Contact Information
The views and opinions expressed are those of the program participants and are not necessarily those of MML Investors Services LLC. The material is not intended as recommendations appropriate for you. You should strongly consider seeking advice from your own investment professional.
CRN202707-6869059
108 episod
Kongsi
