How to Actually Build Wealth (and Sleep at Night) - Brian Werdesheim скачать в хорошем качестве

How to Actually Build Wealth (and Sleep at Night) - Brian Werdesheim

How do you know when you have “enough” money—and what does that even mean for how you live your life? Brian Werdesheim, expert financial advisor and founding member of the Summa Group at Stifel Financial Corporation, joins Dr. Michael Gervais to dive into one of life’s most intimate and emotional topics: money. In this episode, Brian shares why saving alone isn’t enough and reveals the mindset and strategies wealthy people use to grow their money while staying aligned with their values. Beyond numbers, this conversation will challenge you to consider your dreams, your story, and what “enough” means for your whole life—not just your finances. What you’ll learn: How to define “enough” beyond just financial measures The emotional connection between money, dreams, and values Why wealthy people think differently about investing Practical steps to move from saving to purposeful wealth-building How to align your financial decisions with your life story If you’re ready to deepen your relationship with money and invest in your future with clarity and intention, this episode is for you. CHAPTERS 0:00 Brian Werdesheim Introduction 2:15 Is this time different? 4:01 How did Brian get into wealth management? 6:35 How should people think about wealth management? 10:03 How should people think about money right now? 12:45 How do you learn to trust a wealth manager? 17:53 The way wealth managers earn money 23:20 If you're paycheck to paycheck, this is how you think about money 25:35 How much should I pay in rent, entertainment, save, and invest? 30:35 Talk to your children about money 34:12 The different phases of your financial life 37:17 The crazy cost of higher education 39:44 The flexibility of the 529 college savings plan 41:16 Books that anyone interested in investing should read 43:15 The genius of compound interest 46:30 What does enough look like? 49:45 Why should people trust institutions? 53:32 What do people take away from this conversation? 59:10 Knowledge is power when it comes to finances 1:02:28 Next on Finding Mastery ___________________________________________ Support our sponsors and get exclusive discounts: https://findingmastery.com/sponsors Sign up for the Finding Mastery newsletter to get weekly insights from Dr. Michael Gervais: https://www.findingmastery.com/newsle... Download Dr. Mike’s Morning Mindset Routine: https://www.findingmastery.com/mornin... Like and Subscribe to‪@FindingMastery‬ for weekly insights from top performers #MoneyMindset #FinancialFreedom #WealthBuilding #PersonalFinanceTips #FinancialAdvisor #MoneyAndValues #WealthMindset #InvestingStrategies #FindingMasteryPodcast #DrMichaelGervais #LifeAndMoney #PurposeDrivenWealth #DefiningEnough #FinancialGoals #WealthWithPurpose