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

1. Invest in Skills Before Assets: Building a skill set is your most valuable investment—it creates stability and opens doors to greater financial opportunities.


2. Understand Fiduciary Models: Fiduciary advisors are legally obligated to prioritize your best interests, offering transparent advice without high-fee products.


3. 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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