The Picture of Wealth

Dustin Serviss
  • 5.0 (15)
  • INVESTING
The Picture of Wealth

When you picture the finance industry, do you think of big banks, fancy cars, and Rolex watches? Well, you’re not alone. But, finance is much more than just money and materialistic things; it’s the pathway to freedom. Dustin Serviss, the owner of Serviss Wealth Management, guides you through all of his investing, personal finance, money-saving, income sources, and insurance tips so that you can build more wealth and have more time to do the things you love. Dustin will also be interviewing people who are living as "The Picture of Wealth", so that they may share their valuable insights with all of you.

  1. JAN 18

    A Special Message from Dustin

    Dustin discusses his work in helping successful families make important financial decisions. He shares his personal journey of overcoming workaholism and emphasizes the importance of work-life balance and strong family relationships. He also highlights his company's focus on providing specialized financial services to blue-collar business owners and those planning for retirement. In addition, we will be pausing the podcast for now, but we will be back again. We would like to thank everyone who has joined us on this journey, until next time.

    9 min

  2. JAN 15

    Dustin's Book - Chapter Fourteen + Key Takeaways

    This week, Dustin reads another chapter from his book. Theo realizes the need for a clear financial plan, considering aspects like insurance, investments, and risks. He also acknowledges the importance of his relationship with his wife, Ashley. When Ashley struggles to understand his complex financial plan, Theo simplifies it using a wealth plan he had previously drawn. The episode highlights the importance of clear communication and planning in managing wealth and maintaining healthy relationships. In the next coming weeks, join us as we explore Theo's journey of self-discovery, retirement planning and the pursuit of the ultimate picture of wealth. CONNECT WITH US: Instagram LinkedIn Website

    12 min

  3. JAN 11

    Dustin's Book - Chapter Thirteen

    This week, Dustin reads another chapter from his book. Reflecting on a memory - Theo, embarks on a journey with Mans. They encounter a moose and her calf, prompting Mans to share his innovative solution of a blind to protect the animals from predators. The duo also experiences a cold plunge in a creek, leading to a discussion on their ideas and experiences. The chapter underscores the significance of self-protection while enjoying life and the importance of action. In the next coming weeks, join us as we explore Theo's journey of self-discovery, retirement planning and the pursuit of the ultimate picture of wealth. CONNECT WITH US: Instagram LinkedIn Website

    7 min

  4. JAN 8

    Dustin's Book - Chapter Twelve

    This week, Dustin reads another chapter from his book. As Theo goes through his photos to find the ultimate picture of wealth he receives an email about a job opportunity to manage Permission Peak Lodge. Theo, bored with his current job, is intrigued by the offer and discusses it with his wife, Ashley. Despite initial doubts, they decide to consider the opportunity. In the next coming weeks, join us as we explore Theo's journey of self-discovery, retirement planning and the pursuit of the ultimate picture of wealth. CONNECT WITH US: Instagram LinkedIn Website

    11 min

  5. JAN 4

    Dustin's Book - Chapter Eleven

    This week, Dustin reads another chapter from his book. Theo meets with Kazuko Sato, a snail farmer in Chilliwack, BC. Kazuko shares her journey of starting a successful snail business following a life-changing accident. She discusses her decision to move from Japan to Canada to pursue her passion for farming, despite societal expectations. In the next coming weeks, join us as we explore Theo's journey of self-discovery, retirement planning and the pursuit of the ultimate picture of wealth. CONNECT WITH US: Instagram LinkedIn Website

    9 min

  6. JAN 1

    Dustin's Book - Chapter Ten

    This week, Dustin reads another chapter from his book. It's Theo and Ashley's last day at Permission Peak Lodge. It's here where Mans explains to Theo the 'glow zone' - the relationship between happiness, money and effort. Theo reflects on his own life, recognizing a need for change and the importance of not continuing on an unfulfilling path. In the next coming weeks, join us as we explore Theo's journey of self-discovery, retirement planning and the pursuit of the ultimate picture of wealth. CONNECT WITH US: Instagram LinkedIn Website

    6 min

  7. 2023-12-28

    Dustin's Book - Chapter Nine

    This week, Dustin reads another chapter from his book. Theo reflects on his experiences with the super-rich, realizing that wealth doesn't equate to happiness. The discussion shifts to automating the money mindset and the importance of personal goals. Theo's wife, Ashley, expresses frustration about their lack of communication regarding finances. The chapter highlights the importance of removing life limitations and having personal goals for relationship survival. In the next coming weeks, join us as we explore Theo's journey of self-discovery, retirement planning and the pursuit of the ultimate picture of wealth. CONNECT WITH US: Instagram LinkedIn Website

    12 min
  8. Stephen Shedletzky ON: The Surprising Secret to Business Success

    2023-12-25

    Stephen Shedletzky ON: The Surprising Secret to Business Success

    In this week, Dustin interviews Stephen Shedletzky (Shed) who is a leadership speaker, author and coach. The two discuss Shed's career journey, his work with Simon Sinek, and the concept of "Start with Why." Shed discusses the importance of purpose and clarity in leadership and shares his personal philosophy on business and success. They also talk about the future of work, with Shed advocating for flexibility and autonomy. The conversation also covers Shed's approach to funding his new book and his goal of making a long-lasting impact rather than getting rich quickly. Shed's story is one of happy accidents and a commitment to meaningful engagement. About Stephen Shedletzky: Shed is a leader and speaker who specializes in fostering psychological safety in the workplace. He supports humble leaders who acknowledge their role in both problems and solutions, prioritizing people and purpose. Shed has extensive experience as a sought-after speaker, coach, and advisor, delivering keynote presentations and workshops globally. He is recognized as a thought leader in psychological safety and is the author of "Speak-Up Culture: When Leaders Truly Listen, People Step Up." Shed's journey began on a corporate track but took a transformative turn when he encountered the work of Simon Sinek. After meeting Sinek, Shed joined his team and served as Chief of Staff and Head of Brand Experience, Training & Development at Simon Sinek, Inc. Over more than a decade, Shed contributed to creating a more inspired, safe, and fulfilled world. He graduated from the Richard Ivey School of Business with a focus on leadership, communication, and strategy and holds a coaching certification from The Co-Active Training Institute. Shed currently resides in Toronto with his wife and two young children. Finding Purpose and Clarity in Leadership (00:02:42) The Start with Why Philosophy (00:07:04)  Identifying Your Why (00:11:41)  The Purpose of Business (00:15:06)  Defining Success (00:16:41)  Personal Changes in Career (00:22:00)  The importance of flexibility and autonomy in the workplace (00:25:28). Challenges and considerations of returning to the office (00:26:08)  The role of execution and marketing in turning ideas into reality (00:30:01)  The importance of purpose and longevity (00:35:06)  The investment and budgeting process for publishing a book (00:36:05)  Different publishing options and considerations for authors (00:38:00)  CONNECT WITH SHED: Website LinkedIn

    42 min
See All (143)

5
out of 5
15 Ratings

About

When you picture the finance industry, do you think of big banks, fancy cars, and Rolex watches? Well, you’re not alone. But, finance is much more than just money and materialistic things; it’s the pathway to freedom. Dustin Serviss, the owner of Serviss Wealth Management, guides you through all of his investing, personal finance, money-saving, income sources, and insurance tips so that you can build more wealth and have more time to do the things you love. Dustin will also be interviewing people who are living as "The Picture of Wealth", so that they may share their valuable insights with all of you.

Information

  • Creator
    Dustin Serviss
  • Years Active
    2021 - 2024
  • Episodes
    143
  • Rating
    Clean
  • Copyright
    © 2023 The Picture of Wealth
  • Show Website
    The Picture of Wealth

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