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.
Frankie and D: What would happen if kids were taught about finance in school?
Did you learn about money or finances in school?
In this episode, Dustin and Frankie dig into an exciting topic: the idea of financial education starting in high school— something that our neighbours in the U.S. are starting to implement. Frankie asks Dustin to ponder how schools could effectively teach students about finances when the teachers themselves are financially illiterate.
Dustin reminisces about his own experiences learning about money as a young adult. He takes us through his origins of investing and the tremendous lessons he learned along the way. Frankie and Dustin talk about how our values and goals change with age—which can affect the way we think about money. They discuss why it’s vital to find value outside of money in order to truly live a life of abundance.
Frankie and D: Why are people more comfortable opening up about SEX than MONEY?
Welcome to the third episode in this exciting 4-part series with Frankie Barnet!
In this episode, Frankie brings up a topic that’s never been talked about on The Picture of Wealth— sex. Frankie and Dustin talk about the correlation between sex and money. Frankie argues that for most people, it’s more uncomfortable for them to talk about money than it is for them to talk about sex. She opens up about her own interesting experience with these two arduous conversation topics. Dustin shares his own take on why people may have more difficulty talking about money than they do sex. Frankie examines common depictions of wealth and sex in Hollywood and suggests that people are more willing to share the intimate aspects of their sex lives before openly discussing their finances.
Frankie and D: A Crypto Conversation
Welcome to the second installment of this special series with Frankie Barnet!
In this episode, Frankie asks Dustin about the intriguing world of cryptocurrency. She shares an interesting story of a well-known celebrity who is on a crusade against cryptocurrencies. Frankie gets Dustin to give his take on the benefits and drawbacks of cryptocurrency and where he sees this exciting industry going in the future. They talk about investor behaviour and how the way you treat wealth differs depending on your life history. Frankie and Dustin discuss financially conscious gifting and the steps involved in gifting stocks to your family or friends.
Frankie and D: Living in the NOW
Welcome to a new series with Dustin and Frankie Barnet!
In this series, the tables will be turned— Frankie will be asking Dustin all the introspective and thought-provoking questions. Frankie is an author and professional writer. Dustin admires her for her kick-ass attitude towards bettering her life and furthering her knowledge. Though Frankie’s experience is mainly art focused, her unique way of looking at the world can be applied to both finance and business.
In this episode, Frankie and Dustin talk about the different roads people take to retirement. Dustin shares the advice he gives to his clients who are planning for retirement and describes some exciting cases of how he leads by example in his own life. They discuss the multiple reasons why it’s easier to make your second million, once you’ve already made your first million. Frankie and Dustin consider the grave effects ambition can have on our mental health. Dustin outlines his expert tactics for teaching your children how to properly manage their assets and build wealth.
Dare To Be Different With Sandro Forte
Are you currently struggling to make your business stand out?
In this episode, Dustin interviews Sandro Forte, managing partner of Forte Financial in the UK and an early mentor of Dustin’s. Forte Financial is a wealth management firm that services high net worth families and businesses. Sandro is also a professional speaker and host of his own Podcast—The Sandro Forte Podcast. He's the author of the inspiring book Dare To Be Different which explains his extraordinary road to success and how to muster the confidence to do things differently.
Dustin and Sandro compare the differences that wealthy people face in the UK compared to Canada. Sandro shares his unique and inspirational approach to goal setting and describes his own experience with failed goals. Dustin and Sandro discuss the never ending struggle to find a healthy work life balance as entrepreneurs. Sandro reveals his bold take on aging and explains what he’s doing differently as he gets older and wiser. They end the episode with some advice on the financial products that can work to enhance your wealth.
Want to connect with Sandro?
Follow him on Facebook and Twitter.
Check out his LinkedIn.
Mapping The Future With Adam Holt
How would you like to visualize your financial ambitions?
In this episode, Dustin is joined by Asset-Map Founder and CEO Adam Holt. Adam is a veteran financial adviser of 20 years who channelled his entrepreneurial drive to create Asset-Map, a financial planning application that over 1 million users trust to gain financial clarity and insight to optimize their financial goals. Adam shares the origin of Asset-Map and how it was the agent in growing his own financial planning business to become the first success story of the software.
Adam imparts personal anecdotes that taught him the importance of feedback in order to be proactive in good planning and lists the 6 dire events that can throw a wrench in any well-thought-out plan. He emphasizes the need to set realistic goals and ambitions while having the awareness to live a balanced lifestyle. Lastly, Adam illustrates his framework to preserve or build wealth and the risks to be aware of in each case.
Want to connect with Adam?
Head to his LinkedIn.
Follow Asset-Map on Twitter.
Go to the Asset-Map website.
What’s important in life-listening to this podcast
As a person who has a tendency to be a workaholic, it’s grounding to listen to this podcast. Money is so important to happiness but at what cost? This podcast reaffirms the importance that time is the ultimate wealth currency and not just dollars. Don’t get me wrong: we aren’t going to quit work and join a commune, but it teaches us to be financially responsible for our future while giving us the permission to live life to the fullest.
Getting your mindset right.
Great interviews to get your mindset right!
Stories and experiences of entrepreneurs who have actually been there ..love it !
Great work Dustin thanks!
Excited to go on this journey with you!
Thanks Dustin, really looking forward to staying tuned and going on this journey together - Love what you stand for and I look forward to more interesting conversations around living our best life!