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/

Best Franchise Starter Playlist:

https://youtube.com/playlist?list=PLEEithd54kMlgRgsBAo4LWNCMSOthnK0r&si=TD1z25-ie2d23rGm

https://youtube.com/playlist?list=PLEEithd54kMle5_OUXiuLbc_UPBtz1vTE&si=uCOgDya1VnnCarDf

https://youtube.com/playlist?list=PLEEithd54kMk2Kw07KwZGWgF8UTx9N5_T&si=ZldjBOqFanGE-JUL

#Investing #Strategy #FranchiseSecrets

Reflecting on the 2025 Industrial Marketing Summit w/ Peyton Warren