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 Learn more about your ad choices. Visit megaphone.fm/adchoices