The Picture of Wealth

Episode 15:This is episode 5  of a mini-series titled: Corporate Strategy In this episode, Dustin talks about do-it-yourself projects around the house and weighs the benefits of using what you have instead of renting equipment or hiring a contractor. He also touches on some new insights he has gained since moving to his new house with his family.To see the key topics discussed, read the blog post here If you found this episode helpful share it with a friend and leave a review. For more information visit servissweath.com

Episode 14:This is episode 4 of a mini-series titled: Corporate StrategyIn this episode Dustin presents different strategies to reduce the cost of your commercial insurance policies. He explains how picking the right broker, increasing security precautions and buying in bulk can all help you save serious cash on your commercial insurance policies. To see the key topics discussed, read the blog post here If you found this episode helpful share it with a friend and leave a review. For more information visit servissweath.com

Episode 13:This is episode 3 of a mini-series titled: Corporate StrategyIn this episode Dustin explains how one can save money on corporate employee benefits. He introduces the Target Loss Ratio (TRL) and its impact on the price your employee benefits.To see the key topics discussed, read the blog post here If you found this episode helpful share it with a friend and leave a review. For more information visit servissweath.com

Episode 12:This is episode 2 of a mini-series titled: Corporate StrategyIn this episode, Dustin touches on different corporate strategies to automate cash flow within a corporation. He presents the benefits of cashflow automation by laying out examples of accounts into which corporate revenue should be flowing. Automating these processes allow you more time to think about important company decisions. To see the key topics discussed, read the blog post here If you found this episode helpful share it with a friend and leave a review. For more information visit servissweath.com

Episode 11:This is episode 1 of a mini-series titled: Corporate Strategy In this episode, Dustin explains how to lower corporate expenses when paying life insurance premiums. He explains the difference between personally owned life insurance and insurance owned by the corporation and how each may benefit your family.To see the key topics discussed, read the blog post here If you found this episode helpful share it with a friend and leave a review. For more information visit servissweath.com

Are you currently searching for more out of life? More time, money, purpose? Well, in this episode Dustin sits down with Holly Kleiman, Executive National Vice President for Arbonne, a health and wellness company. Holly’s background was in health insurance but she just had this feeling that she needed more out of her life - more time, money, purpose, and connection. She then discovered her dream career at Arbonne. Dustin and Holly discuss her experience working for Arbonne and Holly highlights the benefits of working for herself. She gives you an inside look into how she finds motivation and manages her time as an entrepreneur. Holly shares the intimate lessons she’s learned throughout her journey and encourages each and everyone of you to pursue your dreams. Take that risk, don’t give up, shoot for more! Want to connect with Holly?  Visit her Facebook page here: www.facebook.com/HollyKleimanArbonne  Head to her LinkedIn profile here: www.linkedin.com/in/holly-kleiman-b0b3922a  Host: Dustin ServissGuest: Holly Kleiman If you found this episode helpful share it with a friend and leave a review. For more information visit servissweath.com

What would happen to your business if your partner suddenly became sick or passed away?In this episode, Dustin reflects on a meeting he had with a client where they discussed his large-scale partnership and he discovered that his client did not in fact have a plan in place for if his partner became sick or passed away. Dustin explains the value of life insurance, whether it’s in a corporate partnership or within a family, and how the benefits far outweigh the monthly cost. Ask yourself this: If I was gone tomorrow, how would my business or family’s financial situation be affected? Want to get in touch with Dustin? Visit his website here If you found this episode helpful share it with a friend and leave a review. For more information visit servissweath.com

Don’t fall victim to the wealth epidemic Kangaroo Syndrome. Dustin uses the example of a Kangaroo, an animal with short arms and deep pockets, and relates it to wealthy people with deep pockets but who don’t actually have a good lifestyle. Many rich families struggle with a lack of connection to people, a sense of purpose, and daily fatigue. Even though they have money, their lifestyle is not conducive to a happy and well balanced life. In this episode, Dustin shares 5 places to invest your money that are not a savings account. He’ll also go over 10 things that wealthy people DON’T waste their money on. Knowing where you’re going tomorrow is important, but make sure to still enjoy your today. Spend on things that matter to you.  Want to get in touch with Dustin? Visit his website here If you found this episode helpful share it with a friend and leave a review. For more information visit servissweath.com

What does the motorcycle wave have to do with finance you may ask?  In this episode, Dustin uses an analogy of the ‘motorcycle wave’ to implore you to become more present in your day to day life. Just like two strangers riding motorcycles in the opposite direction remain present enough to wave at the other, you too can find these moments of connectedness in your own life. Being present enough to notice the little things, IS WEALTH. Dustin urges you to take the time to reflect and see where you have motorcycle wave moments in your life, whether it’s the shared smile between you and your favourite barista, or the friendly handshake with your local hardware guy, cherish them. This sense of community enriches our lives and adds to our wealth. Want to get in touch with Dustin? Visit his website here If you found this episode helpful share it with a friend and leave a review. For more information visit servissweath.com

Episode 10:The 7th episode of a mini-series titled: 7 Steps to de-risk your personal and professional life.In this episode, Dustin lays out the options one has when selling a business. He explains how different equity deals could be beneficial to mitigating risk when approaching the end of your career. Dustin also uncovers the importance of discussing with your lawyers and financial team ahead of time in order to be prepared for the sale.To see the key topics discussed, read the blog post here If you found this episode helpful share it with a friend and leave a review. For more information visit servissweath.com

Episode 9:The 6th episode of a mini-series titled: 7 Steps to de-risk your personal and professional life. In this episode, Dustin touches on some simple ways to increase your income. He shares how he gets more done with the same hour of time, and the importance of delegating operational tasks.  To see the key topics discussed, read the blog post here If you found this episode helpful share it with a friend and leave a review. For more information visit servissweath.com

Episode 8:The 5th episode of a mini-series titled: 7 Steps to de-risk your personal and professional life.In this episode, we discuss the "accumulation zone". This is where you are building up your investments, your real estate, your emergency savings, and paying attention to reducing debt. Do you need a retirement savings plan? Do you need to be invested in the market? Is one rental house enough of an investment to pay for your retirement? To see the key topics discussed, read the blog post here If you found this episode helpful share it with a friend and leave a review. For more information visit servissweath.com

Episode 7:The 4th episode of a mini-series titled: 7 Steps to de-risk your personal and professional life.In this episode, we talk about how mental health can play an enormous role in the decision-making process. Your decisions determine your destination, and mental health can hold you back from making the proper decisions. We discuss personal worth, bad relationships, and the feeling of being out of control. To see the key topics discussed, read the blog post here If you found this episode helpful share it with a friend and leave a review. For more information visit servissweath.com

Episode 6:The  3rd episode of a mini-series titled: 7 Steps to de-risk your personal and professional life.In this episode, we cover risk management.  If you have your risks managed, it allows you to take more risks when an opportunity comes up.  Death, sickness, injuries, etc. are all risks that need to be carefully addressed and handled. To see the key topics discussed, read the blog post here If you found this episode helpful share it with a friend and leave a review. For more information visit servissweath.com

Episode 5:The 2nd episode of a mini-series titled: 7 Steps to de-risk your personal and professional life.In this episode, we take a look at some of the less "conventional" measures of wealth: personal health, leisure spending, and solid relationships. To see the key topics discussed, read the blog post here If you found this episode helpful share it with a friend and leave a review. For more information visit servissweath.com

Episode 4:The 1st episode of a mini-series titled: 7 Steps to de-risk your personal and professional life. In this episode, we cover the wealth pyramid, the importance of setting goals, the definition of BAM (Bare A** Minimum), having financial conversations with your spouse, and more. To see the key topics discussed, read the blog post here If you found this episode helpful share it with a friend and leave a review. For more information visit servissweath.com

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.

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

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

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