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Financial Planning & Wealth Strategies

Welcome back to another enlightening episode of TWC Talks. Today, host Mike Walker introduces Chris Robinette, a top-ranked financial planner and the founder of Lighthouse Planning. With a rich and diverse background that includes time in the Navy, Chris brings a unique perspective to the world of financial planning and wealth management.

In this episode, Chris dives deep into the crucial aspects of financial planning, highlighting the importance of transitioning from a revenue-focused to a profit and cash flow-focused business model.

Chris also discusses the invaluable role of working with a financial planner, sharing insights and strategies that can help entrepreneurs enhance their financial strategies and build lasting legacies. Whether you’re a seasoned business owner or just starting, this episode offers actionable advice and expert knowledge that can guide you on your journey to financial success.

Join us as Chris Robinette shares his wealth of knowledge, practical tips, and inspiring stories. Tune in to The Wealthy Consultant Podcast and discover the keys to achieving your financial goals and securing a prosperous future. Let’s go!

The views and opinions expressed are those of the program participants and are not necessarily those of MML Investors Services LLC. The material is not intended as recommendations appropriate for you. You should strongly consider seeking advice from your own investment professional.

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What You'll Find In This Episode:

  • (00:00) Introduction
  • (00:38) Meet Chris Robinette: Financial Planner and Wealth Strategist
  • (01:07) Chris Robinette’s Journey
  • (02:58) Launching Lighthouse Planning Amidst a Pandemic
  • (03:26) Revenue vs. Profit: The Real Measure of Success
  • (06:01) The Importance of Monthly Recurring Revenue
  • (13:26) When to Engage a Financial Planner
  • (18:30) Mindset and Financial Planning: Breaking Old Ideologies
  • (24:55) Current Market Insights and Future Predictions
  • (30:52) Final Thoughts and Contact Information

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