Living with Legacy In Mind – Ted Oakley: Ep #460

Today I’m sharing a live conversation that I had at a recent Freedom Founder’s event with Ted Oakley, founder and managing partner of Oxbow Advisors in Austin, Texas. Ted has the incredible ability to grasp the larger economic picture. He shares how to set your priorities to remain fulfilled and other wisdom from Ted’s four-plus decades of being in the financial markets.

Listen in as we discuss his legacy managing money for others and as a father to his children. He gives insight on selling a business and retirement; Both from a mental aspect and maintaining cash flow from investments that allow you to thrive. Don’t miss this valuable look at how Ted helps his clients navigate the chaos of the current markets.

Minute Markers:

2:00 – Who Ted Oakley is and why you should listen to him.
7:56 – What motivated him to change locations and his life.
9:34 – What got him into the financial field.
11:03 – Ted’s view of retirement.
13:06 – How to navigate and prepare for a business sale (especially the mental side of it).
17:46 – How Ted helps people navigate the ups and downs of the market.
23:30 – How much attention we should pay to the Federal Reserve.
24:55 – How to pass on a legacy to your children.

Featured on the Show:

Ted Oakley: LinkedIn | Website | Amazon

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Power Concepts:

I’ve found that people have one thing—just one—that they lived their life to make money, and those people are not happy. That’s my experience. If you were balanced, you were okay, but if you weren’t, it was really hard on…

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I have to tell you, I’m not afraid of many things because I’ve been through so much adversity. Things don’t bother me. I’m pretty resilient. – Ted Oakley