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Ep. 17- Tony Drake
If you don’t risk it, there won’t be any biscuit. Tony Drake, a CERTIFIED FINANCIAL PLANNER™, sits down with Brock and Cody to discuss entrepreneurial lessons and insights. He offers a unique perspective on not only what it takes to start a business (HINT: a lot of hard work) but to also make it thrive. Tony is the founder and CEO of Drake & Associates, an investment and wealth management firm. His experience has shown him not only what it takes to make money but also how to make it last. If generational wealth is your goal, this conversation is a cool introduction on how to do it. #playingthe game.
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Tony's Social Profiles:
https://www.facebook.com/Drakeandassociates/
https://twitter.com/TonyDrakeCFP
https://www.linkedin.com/company/drake-&-associates/
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Bio:
Tony Drake was born and raised in Milwaukee. He graduated from Pius XI high school, went on to receive his insurance licenses, CFP® designation and finally a post-graduate certificate from DePaul University. Tony is an Investment Advisor Representative and is licensed to manage money in the market. With over 15 years of experience in the financial industry, Tony has served clients from all over Wisconsin and specializes in asset preservation, retirement planning, and tax strategies.
In addition to serving his clients, he trains and mentors other financial professionals all over the country. He has made appearances on Milwaukee’s FOX-6, CBS-58, TMJ4, WISN-12, NASDAQ, USA Today, Forbes, US News, CNBC, MSN, PBS, Wall Street Journal, TheStreet, Yahoo! Finance, Investopedia, Market Watch, and Kiplinger. Additionally, he hosts a live “Retirement Ready” radio show on 620AM WTMJ Saturdays at 1:00 pm. Tony lives in Oconomowoc and has three beautiful children. As a family, they participate in waterskiing tournaments all over the country, love sports, and spending time together. Tony bow hunts and owns wire-haired griffons and you can often find him pheasant hunting with friends.
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Show Notes
00:00 - 07:25: Introducing Tony Drake
07:26 - 14:33: Growing up in Wisconsin, Jeffrey Dahmer and all.
14:34 - 19:01: The grind is real. Digging the underground.
19:02 - 21:57: Calm as a duck and if you’re in a barbershop, you’re going to get a haircut.
21:58 - 26:26: From art to business.
26:27 - 32:26: Government stimulus and handouts.
32:27 - 38:39: 2002, and starting a business. Using business to make an impact.
38:40 - 44:44: Fiduciary vs Broker
44:45 - 50:04: If you want to feel rich, spend less than you make.
50:05 - 53:29: If you don’t risk it, no biscuit.
53:28 - 60:03: Intro to John Dudley, hunting, and the Milwaukee Bucks
60:04 - 64:42: Free Agency vs Loyalty
64:43 - 70:14: Personal growth through business growth.
View all episodes
By Brock White and Cody Ransom
4.9
1818 ratings
If you don’t risk it, there won’t be any biscuit. Tony Drake, a CERTIFIED FINANCIAL PLANNER™, sits down with Brock and Cody to discuss entrepreneurial lessons and insights. He offers a unique perspective on not only what it takes to start a business (HINT: a lot of hard work) but to also make it thrive. Tony is the founder and CEO of Drake & Associates, an investment and wealth management firm. His experience has shown him not only what it takes to make money but also how to make it last. If generational wealth is your goal, this conversation is a cool introduction on how to do it. #playingthe game.
-
Tony's Social Profiles:
https://www.facebook.com/Drakeandassociates/
https://twitter.com/TonyDrakeCFP
https://www.linkedin.com/company/drake-&-associates/
-
Bio:
Tony Drake was born and raised in Milwaukee. He graduated from Pius XI high school, went on to receive his insurance licenses, CFP® designation and finally a post-graduate certificate from DePaul University. Tony is an Investment Advisor Representative and is licensed to manage money in the market. With over 15 years of experience in the financial industry, Tony has served clients from all over Wisconsin and specializes in asset preservation, retirement planning, and tax strategies.
In addition to serving his clients, he trains and mentors other financial professionals all over the country. He has made appearances on Milwaukee’s FOX-6, CBS-58, TMJ4, WISN-12, NASDAQ, USA Today, Forbes, US News, CNBC, MSN, PBS, Wall Street Journal, TheStreet, Yahoo! Finance, Investopedia, Market Watch, and Kiplinger. Additionally, he hosts a live “Retirement Ready” radio show on 620AM WTMJ Saturdays at 1:00 pm. Tony lives in Oconomowoc and has three beautiful children. As a family, they participate in waterskiing tournaments all over the country, love sports, and spending time together. Tony bow hunts and owns wire-haired griffons and you can often find him pheasant hunting with friends.
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Show Notes
00:00 - 07:25: Introducing Tony Drake
07:26 - 14:33: Growing up in Wisconsin, Jeffrey Dahmer and all.
14:34 - 19:01: The grind is real. Digging the underground.
19:02 - 21:57: Calm as a duck and if you’re in a barbershop, you’re going to get a haircut.
21:58 - 26:26: From art to business.
26:27 - 32:26: Government stimulus and handouts.
32:27 - 38:39: 2002, and starting a business. Using business to make an impact.
38:40 - 44:44: Fiduciary vs Broker
44:45 - 50:04: If you want to feel rich, spend less than you make.
50:05 - 53:29: If you don’t risk it, no biscuit.
53:28 - 60:03: Intro to John Dudley, hunting, and the Milwaukee Bucks
60:04 - 64:42: Free Agency vs Loyalty
64:43 - 70:14: Personal growth through business growth.