Travis Makes Money Make Money by Elevating Your Financial Strategy | Trey C. Peterson
Trey Peterson, CEO and Co-Founder of All Things Financial, joins Travis Chappell on this episode of Travis Makes Money. Trey is a seasoned expert in retirement planning, fiduciary wealth management, and personal development. With experience spanning insurance, investments, real estate, and business consulting, Trey has generated six- and seven-figure incomes across five industries. His passion lies in helping individuals design their financial futures while achieving stability and success in life. Raised in a pastor’s home, Trey brings a unique perspective on serving others and dreaming big—a philosophy he has carried into his professional journey.
On this episode we talk about:
– Trey’s journey from network marketing to commercial insurance and eventually founding All Things Financial.
– The importance of fiduciary financial advising and how it differs from traditional brokerage models.
– Strategies for building wealth, including investing in skill sets before diving into the stock market or real estate.
– The role of stability in financial planning and why it’s more important than chasing riches.
– How words shape financial mindsets and the power of reframing “I can’t afford it” for future success.
Top 3 Takeaways
- Invest in Skills Before Assets: Building a skill set is your most valuable investment—it creates stability and opens doors to greater financial opportunities.
- Understand Fiduciary Models: Fiduciary advisors are legally obligated to prioritize your best interests, offering transparent advice without high-fee products.
- Stability Over Riches: Focus on creating a stable financial foundation for your family rather than chasing wealth blindly. Stability leads to peace and long-term success.
Connect with Trey Peterson:
LinkedIn: https://www.linkedin.com/in/trey-c-peterson-005bbb46
Instagram: https://www.instagram.com/treycpeterson/
Website: treycpeterson.com
Check out FranBridge Consulting for premier non-food franchise opportunities: travischappell.com/franbridge
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