Episode 242

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Published on:

14th Jan 2025

Financial Home Base

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What if you could build a financial safety net that sets you up for lifelong success? In this episode, Sharran introduces his "Financial Home Base" framework, a step-by-step guide to mastering your personal and business finances. Discover how to eliminate financial stress, increase cash flow, and build a system that secures your future.


From tracking your monthly “nut” to accessing capital without idle cash, Sharran shares actionable strategies anyone can implement. Whether you’re just starting or navigating new financial challenges, this episode equips you with the tools to take control and thrive.


Are you ready to secure your financial future? Tune in to learn Sharran’s proven framework and take the first step toward financial freedom!


“Think of the money–every dollar–as an asset. Every dollar needs a job, and if the job for it is to sit in your account and make you feel better about yourself, that's okay; that's a job, but it should not be the entire savings.”


- Sharran Srivatsaa


Timestamps:

02:33 - Why financial literacy is a critical life skill

02:59 - The importance of knowing your numbers

05:41 - Tools to track and manage monthly expenses

08:07 - Ensuring income is greater than expenses

09:45 - Financial lessons from Warren Buffett and Elon Musk

12:12 - Managing ego while navigating financial challenges

15:30 - Building skills before starting a business

18:41 - Access to cash vs. idle savings

23:49 - Treating money as an asset and putting it to work

27:13 - Recap: Financial Home Base Framework


Resources:

- Budget Tracker & Planner - https://mint.intuit.com/

- Microsoft 365 Copilot for Finance - https://www.microsoft.com/en-us/microsoft-365/copilot/copilot-for-finance

- Haven Financial Services - https://myfinancialhaven.com/

- Turn Your Active Income into Passive Income - https://go.wealthwithoutwallstreet.com/pios

- Grow Faster with Unicorn Assistants - hireyourunicorn.com

- The Real Brokerage - https://www.joinreal.com/

- Top Agent Power Pack - https://sharran.activehosted.com/f/121

- The 5am Club - https://sharran.com/5amclub/

- Join the 10K Wisdom Private Partner Podcast, now available to you for free - https://www.highlandprime.com/optin-10k-wisdom

- The Job of a CEO - https://www.highlandprime.com/download-job-of-ceo

- Join Sharran's VIP Community - https://sharran.com/vip/

- ARC Multifamily Real Estate Investing - https://arcmf.com/

- Sharran's Partnership Program - https://www.highlandprime.com/

- Grab Sharran’s 4-Week MBA for Free - https://sharran.com/4weekmba/


Connect with Sharran:

- Facebook - https://www.facebook.com/likesharran

- Instagram - https://www.instagram.com/sharransrivatsaa/

- X - https://x.com/sharran

- LinkedIn - http://www.linkedin.com/in/sharran

- YouTube - https://www.youtube.com/channel/UCzpl_gT1bVB1iNZl9yQbWuA?sub_confirmation=1

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About the Podcast

Business School with Sharran Srivatsaa
Business School with Sharran Srivatsaa is the no-fluff, tactical podcast for founders, operators, and underdogs who want to grow with clarity, intention, and results. Hosted by entrepreneur, investor, and operator Sharran Srivatsaa—President and Managing Partner at Acquisition.com—this show cuts through the noise to deliver real-world strategies from someone who's built and exited five companies across multiple industries.

Sharran has helped scale two billion-dollar businesses, served as President of Real (NASDAQ: REAX), and led the 10x growth and sale of Teles Properties to Douglas Elliman (NYSE: DOUG). He brings lessons from Wall Street to Main Street, sharing what actually works—because he’s lived through what doesn’t.

Every episode offers simple, actionable playbooks for those who want to build extraordinary companies without the chaos. Whether you're a scrappy operator, a first-time founder, or a seasoned executive, Business School with Sharran Srivatsaa is your blueprint for building with purpose and winning on your terms.

For more free resources, visit Sharran.com

About your host

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Sharran Srivatsaa

Sharran is a serial entrepreneur, sought after keynote speaker, and a respected thought-leadership resource for publications such as the Wall Street Journal, SUCCESS magazine, Huffington Post and Forbes.

While Sharran has had 5 exits in the last 19 years, and also a several humbling failed investments and business initiatives. He talks all about them on his top rated Spotify podcast, Business School.

Most recently, Sharran led Teles Properties’ unprecedented 10x growth over 5 years and a 4-year consecutive streak on the Inc. 500 fastest growing companies list resulting in its acquisition by national real estate powerhouse Douglas Elliman.

Prior to Teles, Sharran worked at both Goldman Sachs and Credit Suisse, where he collaborated with management teams of fast-growing businesses around the country on investment advisory and corporate strategy. Sharran also spent several years building recreational programs in the Caribbean, Middle East, and Hawaii for some of the finest international resorts such as the Four Seasons and Ritz-Carlton, also has deep experience working with technology companies such as Lightera (acquired by CIENA) and Obopay, a fast-growth mobile payments company.

Sharran is a Principal at Srilo Ventures, a multi-factor private investment fund that focuses investing in and advising technology companies and operating businesses in the consumer space. Having successfully completed many acquisitions, joint-ventures, management buyouts, mergers, and capital raises, Sharran serves as a director and advisor on numerous company boards.

He is also a member of the Genius Network, the highest-level marketing mastermind in the world led by whizkid Joe Polish, and also a member of Young President’s Organization (YPO).

After competing on the professional tennis tour, Sharran received his Bachelor’s degree in Computer Science from Luther College and his MBA with Honors from Vanderbilt University.