Most investors are playing the wrong game. Billionaires? They treat investing like a business. In this episode of Franchise Secrets, Erik Van Horn sits down with Bob Fraser—entrepreneur, investor, and author of Invest Like a Billionaire—to uncover how the ultra-wealthy think differently, avoid risk, and build generational wealth.
From bouncing back after losing millions to structuring investments for tax advantages and family legacy, Bob shares the insider strategies that institutional investors and billionaire families use—but almost no one talks about.
Whether you're an entrepreneur with cash on the sidelines, a franchise owner scaling up, or simply someone wanting to learn how to build lasting wealth, this conversation is packed with wisdom you won't hear from your average financial advisor.
TIMESTAMPS:
00:00 – Why billionaires treat investing like a business
02:05 – Spotting winners early & the power of resilience
04:47 – Bob's journey: dot-com boom to financial crash
06:30 – Why billionaires avoid the 60/40 portfolio trap
09:06 – The #1 mistake most investors make
12:38 – The overlooked superpower of private markets
17:02 – Liquidity planning & using lines of credit wisely
22:05 – Private credit: the most underused cashflow strategy
24:47 – Tax structures that can save millions
29:55 – Why you should always diversify outside your business
34:32 – Real estate cycles & how to spot good deals
39:42 – How smart investors evaluate deals beyond IRR
44:31 – Building generational wealth & family meetings
47:36 – Teaching kids (and grandkids) to steward money
50:23 – Where to get Bob's book Invest Like a Billionaire
Connect with Erik Van Horn:
🌐 Website - https://franchisesecrets.com/
📷 Instagram - https://www.instagram.com/erikvanhorn/
👍 Facebook - https://www.facebook.com/erik.v.horn/
💼 LinkedIn - https://www.linkedin.com/in/evanhorn/
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