Ep. 4 - Travis Gatzemeier: Certified Financial Planner, Founder of Kinetix Financial Planning

Travis is a Certified Financial Planner based in Flower Mound, TX. After starting his career with a few large corporations in the Finance Industry, he started his own Financial Planning practice, Kinetix Financial Planning, in 2019. He specializes in working with small business owners and equity compensated professionals to create financial optionality. He’s an avid outdoorsman and takes an annual trip back to his home state of Montana to hike, fish, and hunt. In this episode, you’ll hear about: Learning skills at a corporation that you can use to launching your own “thing” The realities of starting your own business Taking risks and betting on yourself Is the person you’re taking advice from living the life you want? Controlling the things you can control Timestamps: (0:00) - Intro to Travis (1:00) - Growing Up in Small Town Texas (5:50) - Skillsets developed through college athletics (9:00) - College classes that peaked his interest (12:45) - Beginning his career at TD Ameritrade (15:30) - Wanting to be his own boss (19:35) - Looking back on starting his own practice (20:40) - Taking the risk before you’re ready (22:50) - Advice to people looking to take the leap (25:00) - Who are you taking advice from? (26:25) - Value he’s gotten from Twitter (31:12) - Future for Financial Advising (33:15) - Control what you can control (37:05) - His routine (41:45) - What advice would you give your 18 year old self? Where can you learn more about Travis? Kinetixfp.com - Kinetix Financial Planning’s site @T_Gatzemeier on Twitter (X)