123 —Financial Freedom for Founders: Smarter Investing Beyond Property
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In this episode, Sean chats with Terry Tran, former fund manager and Founder of The Freedom Trader, about smart strategies for Founders to diversify wealth, minimise risk, and invest with confidence outside of their business.
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In today’s episode, Sean sits down with Terry Tran, Founder of The Freedom Trader, a former fund manager with over 30 years in the financial markets.
Terry shares powerful insights into why business owners often default to property investment and what hidden costs they might not be factoring in. More importantly, he explains how Founders can safely diversify, preserve wealth, and create financial freedom without the usual hype and pitfalls.
If you're a Founder who wants to future-proof your personal wealth and create financial freedom beyond your business, this conversation is essential listening
Sean and Terry discussed:
- Why business owners love property (and what they're missing): The hidden risks, leverage traps, and liquidity problems you need to know.
- Why shares can be a gamechanger for Founders: How stock investing offers diversification, low entry costs, and true liquidity advantages.
- How to value investments properly: Terry’s simple approach to finding undervalued stocks (like buying real estate below market value!).
- Real investment results: How Terry’s system consistently beats market returns while managing downside risks.
- Practical wealth building tips for 40s-50s Founders: Why liquidity matters more as you approach exit, and how to structure your portfolio.
If you're thinking about or want to optimise your assets to make sure you get the best possible outcome in the future, then this one is for you. Hit play now to listen!
ABOUTÂ OURÂ GUEST:
Terry Tran is the Founder and CEO of theFreedomTrader.com, and a former fund manager for 15 years, and has spent the last 30 years in the financial markets industry.
He has helped educate over 1,600 business owners and professionals learn how to safely create financial wealth outside their business for diversification and preservation of their family wealth without the usual hype and BS.
Terry actions what he preaches by openly sharing his strategies, plus actual investments and trades he buys and sells every week, so you get to learn real time what works and more importantly what doesn’t work to avoid costly financial investment mistakes which most other business owners make.
About Sean Steele
Sean has led several education businesses through various growth stages including 0-3m, 1-6m, 3-50m and 80m-120m. He's evaluated over 200 M&A deals and integrated or started 7 brands within larger structures since 2012. Sean's experience in building the foundations of organisations to enable scale uniquely positions him to host the ScaleUps podcast.
