Why You Need A "Wealth Plan", Not a Financial Plan, Todd Tresidder, TBJApodcast 402
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Do you have a wealth plan or a financial plan? Find out why Todd Tresidder of FinancialMentor.com says you must build a wealth plan that involves your skill set and expertise.

Todd Tresidder graduated from the University of California at Davis with a B.A. in economics and a passion for creating successful businesses. A serial entrepreneur since childhood, Todd went on to build his own wealth as a hedge fund investment manager before “retiring” at 35 to teach others. Today, he provides advanced investment and retirement planning education at FinancialMentor.Com showing you what works, what doesn’t, and why based on a depth of proven experience.


I’m into flow arts – spin poi, juggle, slackline, want to take up unicycle.

Think Like A Journalist Quote

An investment in knowledge pays the best interest. –Benjamin Franklin

Success Quote or Tip

Ignorance is a bad thing to have in investing.

Career Highlight

Todd had a hedge fund company that he eventually sold it. Then he started investing in real estate and sold ahead of the housing mess. Now, he works on an Internet-based financial education company. In all of this, find out what his breakthrough moment was.

When It Didn’t Work

Todd started Financial Mentor as a boutique coaching business. He realized there were some limitations to the business. Find out what he did to change his business model.

Here’s What We Cover In This Episode: Why You Need A “Wealth Plan”, Not a Financial Plan

  1. The problems/limitations inherent in a traditional financial plan.
  2. The only situation where a traditional financial plan will actually work.
  3. How mathematical expectancy (sounds complicated, but is actually simple) determines your strategy.
  4. How the advanced planning framework is completely different from traditional planning.
  5. How to make your plan actionable so you know exactly what to do every day so you actually reach your goal.
  6. Wealth plan is about how you design your life and your personal wealth.
  7. Financial plan limited to stocks, bonds,
  8. The three assets: real estate, business, entrepreneurship.

What is one piece of technology, video or multimedia equipment, or app that you just can’t live without?


One book, documentary, blog, podcast, or Internet Channel to watch?

Essentialism: The Financial Pursuit Of Less, Greg McKeown

Get a free audiobook when you try Audible free for 30 days:  www.audibletrial.com/TBJApodcast

OR to get a physical copy of the book…click the book title.

It’s an Amazon affiliate link. It won’t cost you more but it will send me a few coins to keep on building our crazy good content here. 🙂


Financial Mentor website

Seven Steps To Seven Figures Wealth Plan

Mentioned In This Episode

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Phoebe Chongchua
Phoebe Chongchua

Phoebe Chongchua is a multimedia Brand Journalist, Brand Consultant & Marketing Strategist who is revolutionizing brand communication with consumers. She makes companies remarkable using brand journalism storytelling to grow their online presence, build a community, and gain greater market share. Phoebe is a former TV News journalist who helps brands gain a competitive advantage by learning to “Be the Media”. Phoebe is the host of “The Brand Journalism Advantage” podcast and a “Top 50 Podcaster To Follow”. Listen in iTunes or at ThinkLikeAJournalist.com

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