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How To Make Money… 3 Proven Actions to Build Wealth | Brian Werdesheim

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Manage episode 499917620 series 1313033
Content provided by Finding Mastery and Dr. Michael Gervais. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Finding Mastery and Dr. Michael Gervais or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

How do you know when you have “enough” money—and what does that mean for how you live?

In this episode of Finding Mastery, we sit down with Brian Werdesheim, expert financial advisor and founding member of the Summa Group at Stifel Financial Corporation, to explore the deeply personal and emotional relationship we have with money.

Brian goes beyond numbers and spreadsheets, asking the questions that matter: What are your dreams? Your values? Your full life story? This conversation will challenge you to rethink your approach to wealth—not just as a goal, but as a means to a meaningful life.

Together, we reveal why saving alone isn’t enough and unpack the mindset wealthy people use to grow money with purpose. This conversation invites you to define what “enough” truly means—beyond finances—and build a healthier relationship with money that serves your whole life.

In this conversation, you’ll learn:

  • Why understanding your values is critical before making financial decisions
  • How wealthy people leverage a mindset beyond just saving
  • The role of clarity in defining “enough” for your life, not just your bank account
  • The emotional challenges and opportunities in investing for the future
  • Practical steps to align your money with your dreams and daily living

Tune in to hear Brian’s unique approach and rethink your relationship with money in a way that serves your whole life.

Links & Resources

Subscribe to our Youtube Channel for more conversations at the intersection of high performance, leadership, and wellbeing: https://www.youtube.com/c/FindingMastery

Get exclusive discounts and support our amazing sponsors!

Go to: https://findingmastery.com/sponsors/

Subscribe to the Finding Mastery newsletter for weekly high performance insights: https://www.findingmastery.com/newsletter

Download Dr. Mike's Morning Mindset Routine: findingmastery.com/morningmindset!

Follow on YouTube, Instagram, LinkedIn, and X

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

  continue reading

572 episodes

Artwork
iconShare
 
Manage episode 499917620 series 1313033
Content provided by Finding Mastery and Dr. Michael Gervais. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Finding Mastery and Dr. Michael Gervais or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

How do you know when you have “enough” money—and what does that mean for how you live?

In this episode of Finding Mastery, we sit down with Brian Werdesheim, expert financial advisor and founding member of the Summa Group at Stifel Financial Corporation, to explore the deeply personal and emotional relationship we have with money.

Brian goes beyond numbers and spreadsheets, asking the questions that matter: What are your dreams? Your values? Your full life story? This conversation will challenge you to rethink your approach to wealth—not just as a goal, but as a means to a meaningful life.

Together, we reveal why saving alone isn’t enough and unpack the mindset wealthy people use to grow money with purpose. This conversation invites you to define what “enough” truly means—beyond finances—and build a healthier relationship with money that serves your whole life.

In this conversation, you’ll learn:

  • Why understanding your values is critical before making financial decisions
  • How wealthy people leverage a mindset beyond just saving
  • The role of clarity in defining “enough” for your life, not just your bank account
  • The emotional challenges and opportunities in investing for the future
  • Practical steps to align your money with your dreams and daily living

Tune in to hear Brian’s unique approach and rethink your relationship with money in a way that serves your whole life.

Links & Resources

Subscribe to our Youtube Channel for more conversations at the intersection of high performance, leadership, and wellbeing: https://www.youtube.com/c/FindingMastery

Get exclusive discounts and support our amazing sponsors!

Go to: https://findingmastery.com/sponsors/

Subscribe to the Finding Mastery newsletter for weekly high performance insights: https://www.findingmastery.com/newsletter

Download Dr. Mike's Morning Mindset Routine: findingmastery.com/morningmindset!

Follow on YouTube, Instagram, LinkedIn, and X

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

  continue reading

572 episodes

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