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Dustin emphasizes the importance of reassessing outdated financial mindsets and adopting a flexible approach to future planning.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.

https://www.midlifeunstuck.com/derailed