What's Next?

What's Next?

Trevor is joined by Nate, Drew, and Sean in this invigorating discussion on one's ambitions.

Show notes

What do Elon Musk, Jeff Bezos, and Richard Branson have in common? They are founders and entrepreneurs; they are billionaires, and they are all competing in this modern-day space race.

These three have achieved all their financial goals and much more. Long ago, they surpassed the status of financial freedom. And, at some point, they had to decide “what’s next?”

Their “next” was not small – they were dreaming big. The exclamation mark on their legacy will be to go where no man has gone before.

I am sure some, or all of these gentlemen, grew up reading sci-fi books, watching Star Wars or Star Trek, and wondering if they too could one day sail into the mysterious unknown of the universe at large. For Carnegie, it was library’s stretching across our nation. For Gate’s, it was and is his foundation, and for Mother Theresa, it was the example of her life that will continue to inspire others for generations.

A financial plan concludes with a legacy.

Links mentioned in this episode:

Hosts

Trevor Cummings

Trevor Cummings

Trevor is a Partner, Director of our Private Wealth Advisor Group, and Author of Thoughts on Money.

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Guests

Drew Dill

Drew Dill

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Nate Straw

Nate Straw

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Sean Latimer

Sean Latimer

Sean is a partner and a private wealth advisor at The Bahnsen Group.

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