Dustin Serviss
Design your long-term wealth with your built-in style of joy.
Lucia Knight speaks to Dustin Serviss - about a different word for retirement.
In this episode, we talk to Dustin, a distinguished wealth manager, about helping successful mid-career professionals move beyond the 'save save' mentality to a more balanced approach to life and financial planning.
Dustin emphasises the importance of reassessing outdated financial mindsets and adopting a flexible approach to future planning. He discusses practical strategies like the spending accelerator and goal alignment while highlighting the significance of developing a diverse portfolio of memories.
Tune in to learn about the keys to building confidence through financial clarity, managing risks, and enhancing overall life satisfaction.
[00:25] How do you respond to people who say "I'm worried I don't have enough to retire or a flexible life?
[01:34] Have your beliefs about money evolved as you have grown?
[03:40] Do you first need to decide what your future will look like?
[05:33] A method for evaluating your spending
[08:13] What difference do you see when they do this earlier in their career or life versus later?
[09:08] What can we do that will start us on this amazing journey of redesigning our flexible life in the future?
Speaker Links:
Website: https://www.servisswealth.com/
Instagram: https://www.instagram.com/servisswealth/
LinkedIn: https://www.linkedin.com/company/serviss-wealth-management/
Podcast: https://podcasts.apple.com/ca/podcast/the-picture-of-wealth/id1556305294
Links: If you enjoyed this, you might also enjoy my Life Satisfaction Assessment. It's a 30-minute program where I guide you through a deep dive into 10 areas of your life to assess what's bringing you joy and what's bringing you down. I call it Derailed and it's a fabulous place to begin a joy-at-work redesign.
