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Empowered Money Strategies for Entrepreneurs and Families - Alan Franks

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Manage episode 522487096 series 3297275
Content provided by Tri-city Equity Group. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Tri-city Equity Group or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Welcome back to The Cashflow Project!

This week, Steve Fierros sits down with Alan Franks—founder of the Business Planning Institute, author of Empowered Money, and a certified financial planner who blends traditional finance with real estate and business strategy.

Alan shares his path from a commission-only insurance job to building a thriving planning practice focused on helping people reverse-engineer wealth and create generational impact. He breaks down how to value and scale a business, accelerate wealth through intentional planning, and avoid common financial pitfalls—all grounded in lessons learned as both an advisor and investor.

If you’re ready to grow your business, plan your financial future, and build lasting wealth, this episode is packed with practical takeaways you won’t want to miss.

[00:00] "Journey from Struggles to Success"

[05:54] "Building Legacy Through Lessons"

[10:11] "Millennials, Money, and Financial Growth"

[14:21] "Building Wealth: Strategies and Tradeoffs"

[22:26] "Building Independence Through Business"

[26:33] "Maximizing Business Value & Growth"

[30:17] "Learning Business by Doing"

[32:33] "Leadership, Investment, and Fire Round"

[38:01] "Build Your Parachute First"

[41:44] "Insights from Alan Franks"

Connect with Alan Franks!

Website

LinkedIn

Connect with The Cashflow Project!

Website

LinkedIn

YouTube

Facebook

Instagram

  continue reading

216 episodes

Artwork
iconShare
 
Manage episode 522487096 series 3297275
Content provided by Tri-city Equity Group. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Tri-city Equity Group or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Welcome back to The Cashflow Project!

This week, Steve Fierros sits down with Alan Franks—founder of the Business Planning Institute, author of Empowered Money, and a certified financial planner who blends traditional finance with real estate and business strategy.

Alan shares his path from a commission-only insurance job to building a thriving planning practice focused on helping people reverse-engineer wealth and create generational impact. He breaks down how to value and scale a business, accelerate wealth through intentional planning, and avoid common financial pitfalls—all grounded in lessons learned as both an advisor and investor.

If you’re ready to grow your business, plan your financial future, and build lasting wealth, this episode is packed with practical takeaways you won’t want to miss.

[00:00] "Journey from Struggles to Success"

[05:54] "Building Legacy Through Lessons"

[10:11] "Millennials, Money, and Financial Growth"

[14:21] "Building Wealth: Strategies and Tradeoffs"

[22:26] "Building Independence Through Business"

[26:33] "Maximizing Business Value & Growth"

[30:17] "Learning Business by Doing"

[32:33] "Leadership, Investment, and Fire Round"

[38:01] "Build Your Parachute First"

[41:44] "Insights from Alan Franks"

Connect with Alan Franks!

Website

LinkedIn

Connect with The Cashflow Project!

Website

LinkedIn

YouTube

Facebook

Instagram

  continue reading

216 episodes

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