The Picture of Wealth: Recent Episodes
Dustin Serviss
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.
This week, Dustin reads another chapter from his book "Mans Picture of Wealth". We follow the journey of Theo, the protagonist, who finds himself amidst a thought-provoking conversation with a group of billionaires during a serene fishing trip. As the conversation unfolds, Theo reflects on his own lack of retirement plans and the sacrifices he and his wife have made in pursuit of financial success. However, he soon discovers a new perspective on retirement as he shares his innovative plan to retire happily by earning passive income from his stock photos. In Chapter One, Theo finds himself at a hotel in Austin, Texas, where he encounters Chloe Ellis, a successful woman from the Live Now Health Products company. Their conversation revolves around the company's emphasis on work-life balance and intentional living. Through their interaction, Theo begins to reconsider his own priorities and the significance of cultivating genuine friendships. 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
In this podcast episode, Lucas Griffin, the leader of Secure-Rite, discusses the importance of priorities and balance in his life and business. He shares the growth and success of Secure-Rite, a mobile storage business, and how they overcame challenges throughout the years. Lucas emphasizes the significance of building a solid foundation and having a dedicated team. Lucas shares how defining the company's values has played a crucial role in the growth and success of Secure-Rite, a mobile storage business. He also talks about the different segments of their business and the benefits of their rental fleet and modification side. Tune in to this episode to learn more about the importance of defining your company's values and how it can contribute to your business's success.
About Lucas Griffin: Lucas Griffin was born in Kelowna, B.C and launched Secure-Rite Mobile Storage Inc. in 2005. Griffin has led the company through significant growth over the past eighteen years and has become a recognized leader in the industry. He has been closely involved in the startup of all five Secure-Rite locations in B.C and Alberta, and is excited to establish more in the future. Lucas is passionate about business excellence, exceptional customer service, continuous improvement, and community involvement. He is also an advocate for innovative container modifications and his team has created many unique container structures. Secure-Rite Mobile Storage achieved the 2007 “Rising Star” Business Excellence Award from the Kelowna Chamber of Commerce. In 2013, they were awarded “Small Business of the Year” by the same committee. In 2019, the company received the City’s “Corporate Citizen of the Year” Award, and in 2020, Secure-Rite was awarded “Mid-Sized Business of the Year” and the “Social Leadership Award”. Lucas Griffin and his team are honoured and humbled by these recognitions.
[00:01:30] Lucas Griffin provides an overview of his company, Secure-Rite, its origins, and its growth over the years, including the acquisition of competitors and expansion into new locations. [00:10:23] Lucas explains the importance of a large rental fleet in the container business and how it attracts buyers. [00:11:44] Griffin describes the most interesting modification they have done so far, a 40-foot container modified into an escape room with self-loading legs and intricate chambers. [00:12:59] Dustin and Lucas discuss the difficulty of quoting unique projects and how Secure-Rite's core values and motivated staff help overcome challenges. [00:21:54] Lucas talks about the importance of taking breaks and avoiding burnout, sharing his personal experiences and strategies for rest and rejuvenation. [00:23:22] Lucas emphasizes the value of joining mentorship groups or mastermind groups to learn and grow with like-minded individuals, and shares his passion for continual learning through reading. [00:24:53] Dustin and Lucas discuss the implementation of EOS in Lucas' company, the benefits of self-implementation, and the impact it has had on their growth. He also mentions the importance of accountability and goal-setting within the system.
CONNECT WITH LUCAS! Instagram LinkedIn Website YouTube
In this episode, we are switching it up. Host of The Picture of Wealth, Dustin Serviss introduces his book "Man's Picture of Wealth" and explores the concept of saving for the future and the pursuit of happiness. He shares personal stories, including his grandmother's unfulfilled dream of going on a cruise, and questions why many mid-career professionals prioritize saving over their well-being. Reflecting on his own experiences during the pandemic, Dustin challenges the belief that sacrificing the present for a better future leads to happiness. Throughout the book, Dustin highlights the stories of individuals who have found financial comfort and fulfillment without excessive wealth.
CONNECT WITH US: Instagram LinkedIn Website
In this podcast episode, Dustin and Axel discuss the advantages and disadvantages of owning a house versus being a tenant. Axel advises against owning a house unless you have achieved financial freedom and passive income. They also discuss the 1% rule in real estate investing and the importance of considering environmental consciousness in investments. Axel shares his investment portfolio, which consists mainly of real estate, gold, and cryptocurrency. They discuss using real estate as a lifestyle tool to achieve financial freedom earlier in life and offer a mentoring program to help individuals navigate the real estate investment process. They also touch on Dustin's struggles with finding properties that meet his rental income goals and Axel's unique real estate deal in Santa Fe. Listeners are directed to Axel's website for more information on his mentoring services.
About Axel Meierhoefer: As a retired Air Force officer, Axel started his first company in 2005, focusing on consulting, employee skill development, and program management. These areas remain in place these days and have grown internationally. He has always had a love for education and helping people help themselves become successful. As a business owner, he began thinking about applying profits towards retirement, and research indicated that owning tangible assets would be the best way. It’s also the path that the government supports the most, which led him to develop a residential real estate portfolio worth about $1.5 Million. It’s still growing, and many lessons learned are now available for him to teach, coach, and mentor people. On his journey, he has made many relationships, learned about the pitfalls of purchases, and made good and bad decisions that ultimately reached economic independence.
[00:00:00] Renting vs. Owning a House Discussion on the benefits of being a tenant rather than a homeowner, unless certain circumstances apply.
[00:02:05] Belief in Tesla and its Vision Exploration of the reasons for believing in Tesla's vision and its impact on sustainability and the environment.
[00:07:23] Tesla as a High-Tech Company Explanation of how Tesla is more than just a car company, but a high-tech company focused on sustainable and environmentally conscious products and advancements.
[00:10:35] Realizing that real estate can provide a lifestyle earlier in life than traditional retirement plans.
[00:11:37] Exploring the reasons why successful people invest in real estate, including examples like Arnold Schwarzenegger.
[00:12:38] Explaining the IDEA framework for investing in real estate, which stands for Income, Depreciation, Equity, and Appreciation.
[00:21:00] Discussing the cyclical nature of property search and the importance of evaluating goals and subgoals.
[00:21:56] Analyzing the current real estate market in Western Canada and the challenges of finding reasonable deals.
[00:23:58] Explaining the 1% rule for evaluating property investments and considering expenses and cash flow.
[00:31:05] Discussion on the benefits of investing in turnkey properties and the role of property management in maintaining and managing the property.
[00:31:57] Speaker shares a personal story about a unique real estate experience involving consulting work, moving to a different location, and unexpected changes in clients and property value.
[00:34:55] Speaker discusses the decision to keep a property as an investment, unexpected increase in property value, and the potential for reinvesting the profit into more properties.
CONNECT WITH AXEL: Instagram LinkedIn Website
In this podcast episode, Dustin sits down with Nikki Fogden-Moore, a renowned leadership coach, speaker and author. Nikki shares insights and tools for business owners to overcome negative thinking and limiting beliefs to achieve work-life balance and success. Nikki emphasizes the need for conscious decision-making, clarity of thinking, and retraining the brain to overcome negative thinking. She encourages listeners to define their own version of success and to focus on self-mastery and self-confidence rather than seeking validation from external sources.
About Nikki Fogden-Moore: Nikki specializes in helping individuals, teams and organizations unlock their full potential and achieve peak performance. With over two decades of experience in the field of human behavior and performance, she is highly regarded for her expertise in leadership development, resilience and wellness. Nikki's coaching philosophy is rooted in empowering her clients to tap into their inner strengths and navigate challenges and confidence. She believes in the importance of fostering a positive mindset, cultivating resilience, and embracing personal growth. Through her coaching programs, workshops and keynote speeches, Nikki inspires individuals and teams to overcome obstacles, improve their leadership skills, and create meaningful impact in their lives and organizations.
[00:00:00] Nikki discusses the need to update one's operating system and define what success means to them, breaking up with outdated beliefs and stories that hold one back from achieving their goals.
[00:00:40] Dustin and Nikki discuss the importance of recognizing limiting beliefs and negative thinking in business owners, and how it impacts work-life balance. They explore where these beliefs come from and how to overcome them.
[00:04:58] Nikki emphasizes the need for conscious decision-making, clarity of thinking, and retraining the brain to overcome negative thinking. She shares tools for defining what great looks like and achieving work-life blend.
[00:09:38] Nikki shares her personal story of growing up on a farm and how she developed resourcefulness and curiosity through challenging experiences.
[00:14:09] Nikki discusses the importance of replacing negative thinking with curiosity and shares tools for doing so, including listening to your breath and acknowledging your subconscious.
[00:17:40] Nikki emphasizes the importance of self-mastery and personal growth, and encourages listeners to prioritize their own happiness and fulfillment.
[00:19:24] Nikki discusses the importance of recognizing negative thoughts and replacing them with curiosity and compassion.
[00:20:43] Nikki shares three steps for conscious decision making, including having a quiet space and trusting one's intuition.
[00:22:33] Nikki emphasizes the need to redefine success beyond financial gain and to overcome fear in order to have conscious conversations and make decisions.
[00:31:19] Nikki emphasizes the importance of movement and exercise in maintaining physical and mental health, and shares her philosophy on fitness and wellbeing.
[00:33:50] Nikki discusses the importance of prioritizing one's health and fitness, and the need to stop making excuses and start taking action towards self-love and self-care.
[00:37:16] Nikki shares her final thoughts on taking control of one's life, replacing fear with curiosity, and embracing all that life has to offer.
CONNECT WITH NIKKI: Instagram LinkedIn Website
In this podcast episode, Dustin sits down with entrepreneur Chris Chapman, who shares insights and advice on how to increase income and build wealth. He emphasizes the importance of self-awareness, becoming addicted to learning, and finding a reason bigger than oneself for wanting to be successful. Chris also shares tips on improving mental health through positive habits such as gratitude, exercise, and proper diet. He recommends book and podcast resources for personal development and financial literacy. Chris Chapman grew up in a middle class family and at a young age aspired to be different than most. His entrepreneurial background begins at 12 years old when he would go door to door asking to mow people's lawns to help support himself financially. Since then, he has become a Clemson University graduate who majored in business and entrepreneurship. After graduation, Chris Chapman spent time as an Account Manager where he built relationships with Fortune 500 clients. He is now an Executive Director for a firm that makes annual economic business intelligence reports, in this role he sells advertisements directly to the C-suite. He is also the Founder of the Next Level Minds podcast and coaching brand.
What we discuss: [00:03:01] Chris emphasizes the importance of making a conscious decision to want to be wealthy and the mindset shift required to achieve it.
[00:04:30] Chris talks about analyzing personal skill sets, attributes, characteristics, and behaviours to identify potential income-generating opportunities.
[00:05:15] Chris stresses the importance of continuous learning through books, podcasts, and courses to increase earning potential.
[00:07:21] Chris explains the value of building a strong network and surrounding oneself with successful individuals to learn from and gain valuable advice.
[00:08:57] Chris gives tips for identifying one's strengths and personality traits, including self-reflection, seeking feedback from others, and taking personality tests.
[00:12:41] Chris shares the impact of maintaining our mental health, including focusing on what is in one's control, practicing gratitude, and being intentional about what is consumed in the mind.
[00:14:47] Chris talks about the importance of auditing what we put into our minds, such as social media, news, and processed food, then replacing them with positive things like podcasts, books, and nutritious food.
[00:18:52] Chris shares his personal experience of doubling his income from 2020 to 2021 by developing a strong belief system, setting affirmations and reminders, and visualizing success.
[00:21:51] Chris shares a study from Colin Henderson's book "Quiet Mind" about the power of visualization.
[00:23:09] Chris shares book and podcast recommendations for personal development, including "Five Things a Millionaire Taught Me," "Think and Grow Rich," "Crucial Conversations," "The Ed Mylett Show," "How I Built This," "Next Level Minds," "Real Business Owners," and "Real AF by Andy Frisella."
[00:27:40] Chris emphasizes the importance of setting high standards for oneself and being a strong leader to help others do the same, with the hope of creating a ripple effect of positive change in society.
[00:31:10] Chris discusses the importance of shifting one's mindset to focus on growth and learning, rather than just making money.
[00:33:20] Chris emphasizes the need to find a bigger reason for wanting to be successful, such as helping others or making a positive impact on the world.
Episode Resources: Chris Chapman | Linkedin Chris Chapman | Instagram Chris Chapman | Podcast
In this podcast episode, Dustin interviews Kristin Ramlal, a wealth management expert with many years of experience. They discuss the importance of diversification in a portfolio, alternative investments, and socially responsible investing. Kristin emphasizes the value of seeking advice from financial professionals and having a properly diverse portfolio across multiple asset classes. She recommends the bucket planning concept and discusses the Society of Real Wealth Managers. She also shares a story about collaborating with other financial professionals to create a well-rounded plan for a high-net-worth individual. This episode provides insights into the world of wealth management and investing for both big players and individual investors. Kristin Ramlal is a passionate wealth professional with 20 years of experience in the financial services industry. Her experience ranges from CND and US banking and lending, personal and institutional investment management, securities trading and portfolio construction, and holistic wealth management (financial, estate, tax, retirement, and strategic gift planning). She was a Canada Life securities specialist until the end of 2023 and recently joined the Canada Life Institutional Investment Solutions Team as VP of Institutional Investment Sales. In her spare time, she volunteers for the Canada Life Women in Leadership Employee Resource Group and is the Chair of the Society of Real Wealth Managers; she also loves to dance, yoga, travel and spend time with her two boys (Syrel and Kaylem).
What we discuss: [00:02:20] Kristin discusses what big investment firms look for when trying to get growth out of their investments, including diversification, alternative investments, and socially responsible investing.
[00:05:35] Kristin explains the importance of diversification in a portfolio, including diversification across asset classes such as cash, fixed income, and equities, as well as geographical locations and investment management styles.
[00:04:15] Kristin talks about the rise of socially responsible investing and investment management strategies with ESG tilts, and how investors are increasingly wanting to be invested according to their values.
[00:10:45] Kristin shares information on Investing in baskets of specific themes, such as electric vehicles or renewable energy, through mutual funds, seg funds, or ETFs.
[00:13:38] Kristen explains the concept of short-term, medium-term, and long-term buckets for cash flow needs, with different levels of risk and investment strategies.
[00:15:47] Kristen gives examples of questions to ask an advisor.
[00:21:00] Kristin discusses the concept of Real Wealth Management and how it works collaboratively to lead financial plans for sustainability.
[00:19:07] Kristin shares a story of a wealthy individual who was holding individual US stocks in an open non-registered environment, which magnified his potential for US estate taxes. She explains how they were able to avoid this problem entirely.
[00:22:15] Kristin provides information on where to find Real Wealth Managers, including the Society of Real Wealth Managers website and the Knowledge Bureau program.
Episode Resources: Kristin Ramlal | Linkedin Kristin Ramlal | Instagram Kristin Ramlal | Real Wealth Managers
In this episode, Dustin gives listeners insightful advice on how law corporations can invest in their employees and their own financial growth. He covers various financial strategies that can be implemented by corporations to achieve their financial goals. By investing in their employees, corporations can create a positive work environment that fosters growth and development, leading to increased productivity and profitability. Additionally, implementing financial strategies can help you achieve your financial goals and ensure long-term success. This podcast episode is a valuable resource for corporations looking to improve their financial standing and invest in their employees.
The 3 POWS of this episode:
- Investing in your employees creates a positive and productive work environment.
- Financial strategies are crucial to achieving your business goals.
- The right strategies can both make employees happy and save you money.
Timestamps:
[00:00:00 ] Dustin discusses strategies for retaining staff and investing in employee benefits and pensions, including offering employee benefit plans and creative bonus strategies such as paying for staff gym passes or cell phone bills.
[00:03:40 ] Dustin discusses investment strategies for law corporations, including balancing growth stocks and fixed income and the tax implications of fees in fee-based accounts.
[00:06:54] Dustin discusses the importance of understanding fees and tax implications of investments, including the tax deductibility of fees in fee-based accounts and the tax implications of fixed-income investments in a law corporation.
If you found this episode helpful share it with a friend and leave a review.
For more information visit servissweath.com
In this episode, Dustin provides financial strategies for lawyers and law firms to manage their finances and protect their partnerships. He introduces the spending accelerator tool, which automates monthly expenses, and discusses insurance policies for protection and partnership agreements. He provides specific examples and advice for incorporating these strategies into a law practice. He also explains the differences between critical illness and disability insurance policies and how they can be owned and paid for by a law corporation. It is recommended to consult with designated advisors or planners for specific advice on incorporating these insurance policies into a law practice.
The 3 POWS of this episode:
- Achieve a better work-life balance by focusing on what really matters to you.
- Incorporating life insurance policies into a law corporation can create tax savings and protect the partnership.
- Consult with designated advisors or planners for specific advice on incorporating insurance policies into a law practice.
Timestamps:[00:00:00] Dustin introduces the Spending Accelerator tool, which helps lawyers balance work and personal life by automating their monthly expenses and investments.
[00:03:43] Dustin explains how incorporating life insurance policies into law corporations can create tax savings and protect the family of the deceased lawyer.
[00:06:56] Dustin discusses the importance of partnership agreements and how life insurance can be used to fund the buyout of a deceased partner's share in the law partnership.
[00:08:57] Dustin explains how critical illness policies can be paid for by a law corporation and the importance of designating the corporation as the beneficiary.
[00:09:56] Dustin discusses how he uses his holding company to manage critical illness policies and minimize taxes.
[00:10:54] Dustin advises on the ownership and payment of disability insurance policies, including the importance of consulting with an accountant to avoid taxable disability benefits.
If you found this episode helpful share it with a friend and leave a review.
For more information visit servissweath.com
In this episode, Dustin discusses tax strategies for individuals and small business owners. He talks about the pros and cons of incorporation and the importance of cash flow management. He then emphasizes the benefits of incorporating for individuals making over $150,000 per year and saving more than $20,000 annually, cautioning those with student loans to prioritize paying them off first. He introduces the concept of cash flow management, emphasizing the importance of paying oneself a regular paycheck and being prudent with personal spending. Finally, Dustin stresses the importance of consulting with an accountant for personalized advice.
The 3 POWS of this epsiode:
- Consult with an accountant to determine the best strategy for your unique situation.
- Individuals with student loans may want to prioritize paying off their loans before incorporating.
- In addition to incorporation, think about cash flow management.
Timestamps[00:00:00] Dustin discusses reasons to incorporate, including making income higher than $150k and saving more than $20k a year.
[00:00:50] Dustin talks about the costs of incorporation, including annual filing fees and the need for financial statements, and how saving $20k a year can help cover these costs.
[00:02:26] Dustin discusses cash flow management for small business owners, including paying yourself a paycheck and being prudent with spending to avoid taking too much out of the corporation.
If you found this episode helpful share it with a friend and leave a review.
For more information visit servissweath.com
In this episode, Dustin discusses the relationship between happiness and wealth and introduces the concept of the "glow zone." He explains that as one progresses in their career and makes more money, they may experience an increase in happiness. However, there may also be a point where one's income is increasing, but their happiness is not. This is referred to as the "flat line zone," where the effort required to maintain wealth and possessions becomes a burden on one's happiness. The "glow zone" is a way to track this relationship and ensure that one's efforts are contributing to their overall well-being.
The 3 POWS of this episode:
- Continually check in with yourself.
- Happiness and wealth do not always increase at the same rate.
- Flat line zone CAN happen.
Timestamps:
[00:00:47] Description of the Flat Line Zone, where wealth and effort are increasing but happiness is not.
[00:01:33] Discussion of the increasing effort required to manage wealth and the potential impact on happiness.
If you found this episode helpful share it with a friend and leave a review.
For more information visit servissweath.com
In this podcast episode, Dustin shares insights from his 18 years of experience and discusses strategies for improving financial wellness. He introduces the Life Clarity Summit, a tool for assessing financial goals and risk management. The summit includes a financial plan, risk management, and accumulation. The financial plan involves setting goals, determining expenses, and creating a financial dashboard. Risk management involves preparing for unexpected events and maintaining personal health and relationships. Accumulation involves building wealth and achieving financial goals. Dustin emphasizes the importance of having a good mindset, mental health, and estate planning.
The 3 POWS of this episode:
- Being intentional about what one puts in their mind can affect their outlook, values, and decisions in the future.
- Always track your progress to ensure you're on the right trajectory.
- Long-term planning is key to long-term success.
Timestamps:[00:00:45] Dustin discusses seven strategies for incorporating and improving financial wellness.
[00:05:56] Dustin introduces the Life Clarity Summit, a tool for assessing financial goals and risk management.
[00:08:15] Dustin discusses strategies for building financial wellness, including saving for retirement, buying real estate, paying down debt, and building emergency savings.
[00:09:08] Dustin emphasizes the importance of mental health in financial planning, and how it can affect one's outlook, values, and decisions in life.
[00:09:52] Dustin explains how the Life Clarity Summit can help lawyers preserve the value of their practice and pass on their knowledge to the next generation.
If you found this episode helpful share it with a friend and leave a review.
For more information visit servissweath.com
This week Dustin sits down with Kelsey Reidl, a small business marketing coach with a special interest in social media growth. Through her courses, coaching, and podcast Visionary Life, she inspires entrepreneurs to challenge the status quo, connect with customers creatively, and lead authentically. In this episode, Kelsey shares how the lessons she learned hiking in Peru influenced her business philosophy, gives tips for creating authentic content that consumers want to connect with and shares her personal formula for enhancing her energy and productivity.
3 POWS of this episode:
- Young consumers want to form personal connections with the businesses they give their money to.
- Utilizing the platforms that inspire you the most will lead to more successful engagement.
- Enhancing and caring for your personal health directly correlates to the health of your business.
Timestamps:
1:30 - Kelsey unpacks how Visionary Life came to be.
13:00 - Does a large social media following always provide a return on investment?
16:30 - Kelsey explains what businesses are more likely to benefit from social media marketing, and how other industries can make it work for them.
19:43 - Tips and tools for busy business owners to engage with content creation.
23:25 - Leveraging staff members to create more content.
26:30 - Is it productive to engage with marketing platforms that we ourselves are not consuming?
29:50 - Kelsey shares her perspective on the importance of branding.
33:04 - What does Kelsey do to keep her energy at its peak?
42:18 - Kelsey shares why podcasting is her favorite teaching and learning platform.
Want to connect with Kelsey?
Listen to her podcast https://www.kelseyreidl.com/podcast
Check out her website https://www.kelseyreidl.com/
Follow her on Instagram and Linkedin
This week Dustin talks with Stephen Flood, Stephen is the CEO of GoldCore, one of the oldest gold and silver dealers in the market today that has turned over $1 billion in transactions and manages $300 million in assets for their clients. Previously, he held financial and trading positions in New York City and was a part of Goldman Sachs as a Sales Trader in Equity Derivatives. In This episode, Stephen is here to provide an in-depth look into gold investing. He explains how GoldCore handles their clients' investments, What makes gold the ultimate secure investment, and how gold fits into current and future global monetary systems.
3 POWS of this episode:
- Gold has been valuable throughout time and across all cultures, and is always accepted in extreme circumstances.
- Gold is a secure investment where the future of digital currency is uncertain.
- The world is changing, and our currency system will change within our lifetime.
Timestamps:
1:01 - Stephen unpacks the past and current gold market.
4:57 - What is the actual return on gold?
7:45 - Incorporating gold into your investment portfolio.
11:21 - Looking to the future of gold vs digital currency.
16:00 - Stephen explains gold's future within a collateral system.
18:17 - Stephen shares his personal journey into gold.
25:30 - Step by step, what happens when you invest with GoldCore?
32:13 - The difference between gold and silver.
33:44 - How does gold translate into the world of ETFs?
37:46 - Stephen shares what he sees for the future of worldwide economics.
14:47 - What trends are common in people who succeed with gold?
Want to Connect with Stephen?
Follow him on Twitter, Facebook, LinkedIn and YouTube
Check out his website www.goldcore.com
This week Dustin sits down with VK Lakkineni. VK is a digital marketing entrepreneur, 3 times Amazon bestselling author, and TEDx speaker. VK is passionate about helping businesses and individuals navigate everyday life using mindset skills he has learned and practiced over the years. In this episode, Dustin and VK talk everything digital marketing. VK shares what strategies he used to approach selling his book on Amazon, the power of authenticity and dedication when building your business, and how to navigate multiple different pathways to online business success.
3 POWS of this episode:
- Continually growing and diversifying is the key to staying relevant in your industry.
- Building your online presence and business using authenticity will bring more long-term success than the “Fake guru”.
- Properly utilizing online and face-to-face marketing TOGETHER is one of the keys to success
Timestamps:
1:56 - VK outlines his journey to becoming a best-selling author on Amazon and what strategies he used along the way.
8:59 - How do you accelerate our online growth while still maintaining freedom and joy?
11:30 - Looking out for the fake gurus and inexperienced influencers.
13:22 - Build your business and your online presence using authenticity.
16:33 - VK uses well-known influencer Mr.Beast as an example of how the world of economics and influencing is transitioning.
18:44 - Dustin and VK flush out the difference in effectiveness between digital and face-to-face marketing.
23:33 - VK lists some industries utilizing a hands off “click to sell” format and what their pros and cons are.
30:47 - Can creating an amazon store actually be profitable?
36:15 - VK shares the tools that he loves to teach entrepreneurs through coaching.
Want to connect with VK?
Check out his website
Follow him on Instagram, Facebook, Linkedin, and Youtube.
Get his books:
https://www.amazon.com/Golden-Rules-Success-Nick-Nanton/dp/1733417605/ref=sr_1_1?keywords=golden+rules+of+success+nick+nanton&qid=1570543777&sr=8-1
https://www.amazon.com/Kindle-Store-V-K-Lakkineni/s?rh=n%3A133140011%2Cp_27%3AV+K+Lakkineni
This week, Dustin sits down with Rebecca Jenkins, an entrepreneur, author, and business leader, about the power of sales. After growing and selling an eight-figure business, she now shares her knowledge to help other businesses accelerate profitable revenue growth and achieve success. Dustin and Rebecca talk all about the importance of creative and unique sales strategies and outline steps you can take to stand out to corporate clients. Rebecca shares some of her own personal anecdotes about specific successes and challenges in her career and passes on the lessons she learned along the way.
Three POWS of this episode:
- Don't underestimate the Fit Factor. When your Mindset, culture, and values match with a client, the possibility for growth increases.
- Go after those big contracts even if you're a small business. Small businesses have super powers! Small businesses have the ability to gain insights and offer non traditional sales methods that larger companies often miss.
- When making a business proposal to a corporate buyer or enterprise account, do your research about the both companies' needs AND the needs of their clients.
Time Stamps.
1:50 What Rebecca offers to business owners.
4:00 The difference between Rebecca’s approach and coaching.
6:38 Growing your business with a two-pronged approach.
10:32 Rebecca shares a personal story about landing a larger corporate account.
14:38 Small business secret weapon, insight and knowledge.
15:50 Four key areas to gain insight on enterprise accounts when making a proposal.
19:14 Creating business relationships with small business owners.
21:41 Rebecca's plateau breaking moment and the biggest lesson she learned from it.
28:00 Rebecca's personal picture of wealth.
Want to Connect with Rebecca?
Follow her on LinkedIn, Facebook, Twitter, Instagram, and Youtube
Go to her website
Get her book
In this episode, Dustin sits down with Josh Bickle, owner of Standard Roofing and Integrity Roofing based in the Okanagan. Josh shares his knowledge of what it means to build a business from the ground up, as well as the importance of personal connection, word of mouth, and a good reputation. Dustin and Josh chat about a lot of the finer details that come into play when managing a large team of people in a business that has a lot of moving parts. They cover topics like interpersonal communication, work/life balance, and the process of continually evolving your business model.
3 POWS of this episode:
- Empower your team! People work harder when they feel they are part of a team.
- You can establish a strong business through in-person connection, integrity, and accountability.
- Delegating to a strong team leads to more opportunities for growth and success.
Time Stamps:
2:30 - Josh explains his transition into the roofing industry.
4:00 - Making the decision to start a business without a partner.
5:03 - How did you build a name for yourself in a new town?
6:18 - Managing your time and your team.
9:03 - How do you navigate delegating tasks?
11:00 - Do you have any specific tools and tricks to empowering a team?
14:26 - How do you set the boundaries for yourself in regards to work life balance?
15:40 - How Josh built and maintains a high market share in his region.
18:02 - Learning and growing from your mistakes.
20:01 - Josh explains his involved and hands-on approach to helping his team.
24:26 - Dealing with employees when they call off work.
25:45 - What are the dos and don'ts you share with real estate agents regarding roofs?
28:26 - How Josh used real estate to expand his business.
34:30 - Residential vs Commercial, pros and cons.
36:50 - How Josh keeps his business high in the supply and demand chain.
39:02 - How Josh would approach his business model in an area with a larger demographic.
Want to Connect with Josh?Check out his website
Follow him on Facebook
In this episode, Dustin sits down with Marc Mawhinney, the “Coach of Coaches”. Marc is the host of the podcast Natural Born Coaches, which he started in 2014, and the entrepreneur coach behind the Facebook group The Coaching Jungle. Marc helps coaches of all different niches grow stronger businesses and get more clients. Dustin and Marc chat about Marc’s personal journey within coaching from transitioning into the scene to digital marketing and business models. Marc shares some of his philosophies towards business and gives advice applicable to both future and current coaches.
3 POWs of this episode:
- Don’t be afraid to put a dollar amount on your value.
- Perseverance, hard work, and an independent mindset are essential to overcoming the concept of “failure”.
- A good business model and succinct marketing strategies and key to success.
Timestamps:
0:39 - Dustin introduces Mark.
3:50 - Mark explains his transition from real estate into coaching.
6:10 - The benefits of having a coach in your life.
8:47 - The importance of niching down.
9:50 - Marc’s three pillars of marketing.
11:00 - Benefits of daily emails.
17:54 - Marc’s business model breakdown.
19:40 - Pros and cons of personality based business.
21:30 - “Pro-capitalism isn’t a dirty word”.
28:45 - Is university the only path to success?
29:56 - Advice to 25 year olds.
32:00 - Marc gives a personal example of turning your negative into a positive in order to succeed.
34:30 - Marc’s must read book recommendation for coaches.
36:35 - What Marc the most excited about in the coaching market right now.
Resource list:
Thick Face Black Heart - Chin-Ning Chu
Think and Grow Rich! - Napoleon Hill
How To Win Friends And Influence People - Dale Carnegie
The Art of War - Sun Tzu
The 48 Laws Of Power - Robert Green
Want to Connect with Marc?
Check out his Facebook group and Website.
Follow him on Instagram, LinkedIn, Facebook, and Twitter.
Listen to his podcast Natural Born Coaches.
In this episode, Dustin sits down with Anthony Nitsos, a B2B SaaS strategy expert. Anthony is the founder of SaaS Gurus, a company that provides best practices and systems recommendations for founders and CEOs of SaaS start-ups. Dustin and Anthony chat about the SaaS business landscape and how this industry differs from others. Anthony shares his expertise on how SaaS companies can set themselves up for success and scale quickly. He’ll run through his strategic tips that will help ensure you sell your business for more than expected.
3 POWs of this episode:
- Risk is higher in the SaaS industry, but so is potential profit.
- There’s one commonality that exists amongst all successful SaaS businesses.
- Most SaaS businesses fail.
Time Stamps:
1:08 - What is SaaS?
1:50 - What industries are more heavily SaaS focused?
8:37 - Why is profit so much higher in SaaS business models?
14:05 - The percentage of SaaS businesses that succeed.
20:53 - How the valuation of a business changes based on the number of investors.
22:36 - What’s a good business growth rate?
24:50 - What are the attributes of a SaaS business that will stick?
28:30 - What is ChatGPT?
30:45 - An overview of Anthony’s background and how he got into the SaaS field.
38:58 - The one thing that all successful SaaS businesses have in common.
42:20 - The biggest piece of advice Anthony has for a business founder.
Want to connect with Anthony?
Check out his LinkedIn.
Head to his website.
In this episode, Dustin sits down with Corey Kupfer— a business lawyer and expert strategist. Corey is also the author of the book Authentic Negotiating, a book that will help you master your negotiating skills while staying true to your values. In the first half of this podcast, Dustin and Corey chat about the important things you need to do to prepare your business to sell—even if you don’t plan on selling anytime soon. The second half of the podcast is geared toward lawyers. Corey shares his expert advice on pricing various law services and he’ll give you an inside look into how he scaled his successful law practice.
3 POWs of this episode:
- It’s never too early to prepare your business to sell.
- You can consistently cut GREAT deals, while also staying true to yourself.
- Delegating could be the best thing for your business.
Time Stamps
2:20 - Corey describes his experience working on Wallstreet.
4:28 - An overview of Corey’s early career in the law field.
7:30 - Why it’s important to prepare your business to sell (even if you’re not selling anytime soon).
12:28 - What to consider when searching for someone to take over your business.
18:18 - The biggest risks at stake in business partnerships.
23:20 - How to approach the realization that you no longer have a majority share in your business.
26:50 - What 20 year old Corey expected out of a law career vs. his experience 35 years later.
31:50 - How Corey protects his mental health in the gruelling law industry.
37:10 - Corey outlines his method for pricing deals.
43:10 - The game changer that increased both Corey's revenue and his efficiencies as he was scaling his business.
47:06 - Corey describes his ultimate ‘Picture of Wealth’.
Want to connect with Corey?
Check out his website.
Listen to his podcast Deal Quest.
Follow him on LinkedIn, Facebook, Instagram, and Twitter.
In this episode, Dustin sits down with Robert Brus—founder of Go All In, a consulting business teaching entrepreneurs how to level up their strategies and experience out-of-this-world growth. Robert’s also an avid podcaster of his own, his podcast Go All In: Do Whatever It Takes will give you the tools you need to accelerate your results and win at whatever you’re working towards. Dustin and Rob talk about how Rob’s 10 year military background has impacted the way he approaches business, and Rob shares how you can apply these same lessons to your own goals.
3 POWs of this episode:
- Lessons learned in the military can make you a better leader.
- Bring your A-Game, every single time.
- Time blocking could save your business.
Time Stamps
1:50 - How Rob decided on the topic of his podcast: Go All In.
4:45 - Rob opens up about the rebirth he experienced at age 40 when he first discovered podcasting.
6:30 - It’s okay to change directions in life, no matter your age.
12:00 - Rob shares an old military habit he still uses today.
13:00 - Dustin and Rob chat about managing risk.
15:40 - The importance of crafting a strong mindset.
18:00 - Why people appear to be more lonely now than ever before.
19:15 - Rob recounts some of the most memorable and hilarious moments he experienced in the military.
26:00 - Rob describes a lesson that stuck with him from the military that he now applies to business today.
29:00 - An overview of the work ethic Rob learned from the military.
32:45 - Rob explains how he taught his daughter to bring her A-Game, no matter what job she’s doing.
35:10 - Why it’s vital to maximize concentration.
37:45 - How Rob time blocks to ensure he stays on track to meet his goals.
48:20 - Rob describes his ultimate 'Picture Of Wealth'.
Want to connect with Rob?
Check out his YouTube Channel.
Follow him on Instagram.
In this episode, Dustin sits down with Brett Swarts—an investment real estate expert and the founder of Capital Gains Tax Solutions. Brett’s company helps investors defer capital gains tax on the sale of highly appreciated assets so they can create and preserve more wealth. If you’re curious about investment properties and wondering how to identify a killer deal, this is the podcast for you!
3 POWs of this episode:
- Deferring capital gains tax can help you create more wealth.
- You could find the freedom you’re looking for through commercial real estate investments.
- Work harder on yourself than you do on your job and you’ll be one step closer to ‘The Picture Of Wealth’.
Time Stamps
2:00 - Dustin asks Brett why he thinks commercial real estate is the best investment.
4:45 - Brett gives an overview of the different types of real estate he helps investors procure.
8:00 - What’s a 1031 exchange?
11:30 - What kind of freedom are you looking for?
12:20 - Everything you need to know about cap rates.
17:10 - How to identify a good deal.
18:50 - Brett describes one of the latest additions to his investment portfolio.
20:30 - Defining the role of GP and LP in a property investment.
26:15 - Tips for getting in on your first investment deal.
30:30 - How to connect with other GPs and LPs.
32:00 - Work harder on yourself than you do your job.
34:10 - How re-establishing his faith affected Brett’s life and business.
35:40 - Brett illustrates how he and his wife allocate their income.
36:40 - What Brett’s most excited about in the wealth space right now.
Want to connect with Brett?
Check out his website.
Head to his YouTube Channel.
Listen to his podcast on iTunes and Spotify.
In this episode, Dustin sits down with Fred Moskowitz—an educator and best-selling author who has trained countless investors from all walks of life on how to create passive income streams of their own. As a fund manager, Fred manages a mortgage note investment fund and is considered an industry veteran within the note investing arena in the United States. In Canada, investing in mortgage notes is pretty unheard of, so Dustin thought it was time to bring in an expert from our friends down south to learn more about this unconventional investing strategy.
3 POWs of this episode:
- Investing in notes can result in passive income.
- Notes can be taken out on more than just houses.
- Note investments increase the predictability of your cashflow.
Time Stamps
2:25 - An overview of note investing and how Fred first got into this unique field.
4:40 - What it’s like to be the owner of a note.
9:29 - How you can make notes a passive investment.
10:35 - Creative lending opportunities you’ve never heard of.
12:15 - An inside look into investor partnerships.
16:25 - Fred illustrates a basic scenario that a note holder could encounter.
18:45 - Fred explains how quickly notes can be sold.
22:00 - A quick summary of how a loan gets priced.
24:50 - The numerous factors that influence note pricing.
25:44 - Fred describes the maintenance that’s required when you own a note.
28:26 - Fred’s advice on how to mitigate risk when purchasing notes.
32:25 - Why is note investing less talked about and marketed than other forms of investments?
34:10 - A list of other assets you can buy notes on.
35:00 - How you can invest in notes, whether you have 1 million to invest or 1 thousand.
41:50 - Fred describes his new book—The Little Green Book Of Note Investing.
Want to connect with Fred?
Head to his website.
Download Fred’s special report on notes investing.
Text MONEY to 215-461-4433
Buy The Little Green Book on Amazon.
In this episode, Dustin chats with Adam Trainer, owner of Grizzly Lodge—a backcountry snowmobiling lodge about 50km from Scotch Creek, BC that’s only accessible via snowmobile. Though it’s located in the middle of nowhere, this lodge exudes luxury with 5-star chefs, hot tubs, and scenic landscapes for as far as the eye can see. But it was no easy feat making the lodge what it is today. Adam Trainer will go into how he happened upon the opportunity to take over the lodge at the measly age of 24 and how he’s scaled it to attract wealthy guests from all around the world.
3 POWs of this episode:
- Money doesn’t always equal wealth.
- Hire people who are smarter than you.
- Take that risk, you never know how it could pay off.
Time Stamps
2:27 - An overview of Grizzly Lodge’s arduous beginning.
5:15 - The biggest risk Adam faced when first taking on the lodge.
7:05 - Adam paints a picture of the infrastructure of the backcountry lodge and what it takes to run this day after day.
10:00 - What it’s like to attract and retain staff for a backcountry lodge.
12:00 - Adam outlines the typical Grizzly Lodge guest.
14:35 - Adam opens up about what drove him to become the owner of the lodge at such a young age.
16:50 - How important processes and systems are when running a lodge that’s 50km from civilization.
18:00 - The turning point that catapulted Grizzly Lodge into success.
21:15 - How social media has spiked brand awareness of the lodge.
23:25 - Adam illustrates what he considers to be ‘The Picture of Wealth’.
25:50 - The struggle of balancing family and business as an entrepreneur.
27:00 - Adam describes a critical moment he had in his entrepreneurship journey that allowed him to scale to new heights.
29:00 - Spending more on your business does not mean you will need to sacrifice profit or income.
30:40 - Adam shares the story of how investing in knowledgeable staff has allowed his business to grow in ways he would have never considered.
34:30 - An inside look into Adam’s marriage and how they handle finances.
38:30 - How Dustin’s balancing his family and his business calendar in 2023.
40:00 - Adam shares the mantra that has kept him going over the years.
Want to connect with Adam?
Check out the Grizzly Lodge website.
Follow them on Instagram and Facebook.
In this episode, Dustin sits down with Craig Goldberg, Co-Founder of inHarmony— a frequency-assisted meditation and mindfulness app. Craig and his team are on a quest to help humanity achieve a deeper sense of inner calmness through the use of sound and vibration technology. He’s also a husband and father on his own personal quest to learn how to balance it all. Throughout this episode, Craig will leave you convinced to begin practicing meditation. He’ll explain why meditation is beginning to rise in popularity, and he’ll even share the research that backs up why daily meditation is so important.
3 POWs of this episode:
- You can boost your performance through daily meditation.
- One thing all the top-performing CEOs have in common? Daily meditation practices.
- Caring for your body IS a form of wealth.
Time Stamps
3:30 – What is meditation really going to do for me?
4:00 – Why all the top performing CEOs prioritize meditation in their daily routines.
4:30 – Meditation and mindfulness practices center around resetting your nervous system—something that is vital for overworked and burnt-out entrepreneurs.
5:45 – Craig defines meditation vs mindfulness.
9:30 – How meditation can help in the early stages of raising a child.
10:13 – The Power Of Full Engagement by Tony Schwartz and James E. Loehr— a powerful book that explains how important it is to prioritize downtime in your life.
10:30 – Craig opens up about an intimate memory of his.
12:50 – A brief explanation of cellular vibration and how this affects our memories.
15:20 – Caring for your body IS a form of wealth.
16:10 – How entrepreneurs can begin to incorporate meditation into their routines.
18:30 – Craig gives an overview of his app (inHarmony: Music Meditations).
19:40 – Why you should invest in a meditation cushion.
21:30 – What is vibration sound therapy?
22:50 – Craig describes his entrepreneurship journey and how he’s scaling inHarmony.
27:40 – How digital marketing has been a powerful force in growing inHarmony.
31:44 – The digital marketing tactic you should invest in first.
37:40 – What does wealth look like in Vegas? Craig describes what it’s like to live in this bustling city.
42:50 – How Craig juggles it all: kids, family, business, and building wealth.
45:00 – The importance of valuing the present moment.
51:30 – How you can become successful by working just 2 hours per day on a side hustle.
Want to connect with Craig?
Check out the inHarmony website.
Follow them on Facebook | Instagram | Linkedin | YouTube | TikTok
In this episode, Dustin talks with James Johnson, CEO and founder of Peer Effect in the UK. James coaches other founders and CEOs on how to navigate and manage pivotal shifts in their business and personal life. James also runs his own podcast, Future Fit Founder, where he sits down with founders and CEOs as they discuss situations which would normally stay confidential so that others can learn from their mistakes and successes. If you’re a founder who’s reached that pivotal moment in your business where you’re extremely burnt out but still overflowing with big ideas and not sure what your next step is, this episode is for you!
3 POWs of this episode:
- It’s not selfish to put yourself first as a founder/CEO.
- ‘Work life integration’ is a better approach than ‘work life balance’.
- You can work less, while making more money.
Time Stamps
2:45 - James explains what drove him to become a founder coach.
4:20 - James and Dustin discuss the fallacy that the only way to succeed is to work harder and harder.
5:10 - A founder who’s stressed is not making good decisions—why founders need to put themselves first.
8:00 - The importance of knowing when it’s time to bring in a coach.
11:00 - Work Life Integration Vs. Work Life Balance: What’s the difference?
14:00 - The value in planning backwards in business.
16:10 - Successful businesses all start with a clear vision.
17:10 - James outlines the top things he hears from founders after they’ve worked with him.
19:55 - James opens up about what makes him the happiest as a coach.
20:40 - How James is managing fatherhood and running a new business after a 5-year struggle with infertility.
25:25- Dustin talks about him and his wife’s own struggles with infertility.
27:00 - It’s not about running faster, it’s about running smarter.
32:55 - How James was able to increase his income while working fewer hours.
33:30 - James illustrates how his definition of success has changed over the years.
36:55 - What training for a triathlon taught James about business and life.
40:10 - Why James quit drinking alcohol.
42:50 - James leaves us with a powerful message to reflect on.
Want to connect with James?
Follow him on LinkedIn.
Check out the Peer Effect Website.
In this episode, Dustin sits down with Pamela Barnum, a retired undercover police officer and federal prosecutor who now works as a professional speaker. Pamela’s experience working undercover forced her to become an expert at reading people— there’s no room for error when dealing with drug dealers. Now, she uses these techniques to help others lead wealthier lives. After all, the world is constantly changing at a rapid pace and it never hurts to have the skills to quickly read situations and adapt as necessary. Pamela’s unique insight is beneficial to business owners, entrepreneurs, spouses, parents, and anyone who would like to learn to be a better observer and communicator.
Time Stamps
3:00 - How Pamela learned to read people while working undercover
4:20 - The incredible story of meeting her husband while undercover
5:33 - Pamela’s career shift from policing to prosecution
6:30 - The importance of reading people in business
10:10 - Why today’s economy requires us to be good at reading any situation
11:00 - How Pamela handled the negativity associated with her career
16:00 - A gangster’s approach to wealth management
20:00 - How budgets for policing affect undercover work
23:48 - Pamela’s perspective on practicing empathy amongst spouses
29:00 - What she’s reading now to gain motivation
30:00 - How one book was the catalyst to huge success for Pamela
35:15 - The challenges of imposter syndrome and how to overcome them
37:20 - The best parenting decision you can make for your kids
39:00 - A finance game that will teach adults and kids alike to be better with money
42:20 - Pamela shares her goals for growth in the next 10 years
Want to connect with Pamela?
Head to her website.
Follow her on Instagram.
Are you skeptical about the value a financial advisor offers?In this episode, Dustin describes an experience he once had driving a supercar and relates it to the importance of having a co-pilot— for life and for your wealth. He talks about the role a financial advisor or coach plays in your financial growth. Though it’s common to want to take on everything yourself, Dustin re-iterates why he believes having a financial advisor is just as vital as having a co-pilot when flying a plane, or driving a supercar— they’re there to bring you to new heights.
Do you ever feel overwhelmed when faced with a serious decision?
In this episode, Dustin describes a few of his long-time mentors and why their journeys have inspired him. He outlines a few commonalities he’s witnessed with these mentors that allowed them to live better today, while still being responsible for their futures. Dustin reflects on how life brings big, serious decisions but he runs through a few steps you can take now to ensure you’re prepared for whatever life throws at you.
Dustin talks about the complicated relationship we all have with our spouses and why it’s important to be open and honest with one another. He runs through several strategies that can help bridge the disconnect that may drive wedges between our lives and our wealth. He stresses the fact that wealth is all about watching out for not only yourself, but for others in your community as well.
Do you struggle to find balance in your life?
In this episode, Dustin recounts a skydiving analogy that will have you reflecting about the way you live your life. He describes his struggles with finding work life balance years ago after his first child was born. While opening up, Dustin talks about one of the few times he’s cried in his adult life and how this moment made him realize he needed to make a change to put his family first. For anyone else constantly grappling with all of life’s demands, Dustin outlines a framework he created called the Net Net Tough course with 9 steps to create more financial confidence in your life and build structure so you can focus on what matters most— FAMILY.
Do you have an investment in a corporation?
If so, this episode is for you! Dustin dives deep into all things corporate investments. He breaks down everything you need to know about investing in mutual funds, including being aware of MERs— management expense ratios. Dustin goes over a few possible scenarios you might encounter with these investments. Tune in to hear him run through his expert tax strategies when dealing with corporate investments with MERs.
Do you have a disabled child or someone else that heavily relies on you?
In this episode, Dustin explains what a Joint Last To Die policy is and how it can ensure all dependents are taken care of after the policy holder passes. He runs through the benefits of this policy and the different variables to consider. Dustin uses his expertise in the industry to educate on how to structure this policy to ensure your family can reap all the benefits. He’ll share a tip for how you can pay less money but secure a larger settlement for your family.
Do you want to have more energy, avoid disease, and live longer?
In this episode, Dustin sits down with Dr. Joel Fuhrman— a doctor, 7 time New York Times best-selling author, and an expert on nutrition. He is also the founder and discoverer of the Nutritarian Diet. This diet focuses on eating nutrient dense foods and is designed to prevent cancer, slow aging, and extend your life expectancy. Dr. Fuhrman describes the benefits of the Nutritarian Diet and the science that backs it up.
Dustin and Dr. Fuhrman talk about how health is wealth and the importance of taking care of yourself today in order to have a prosperous future. Dr. Fuhrman shares the foods he recommends everyone eats and how to properly prepare them. He opens up about what he would do differently now with his own children had he known back then what he knows now about nutrition. Dustin asks Dr. Fuhrman to explain the pros and cons of supplements and how to know if you need to take them.
Want to connect with Dr. Fuhrman?
Follow him on Instagram, Facebook, and Twitter
Are you currently freaking out about the state of the market?
In this episode, Dustin gives his expert advice on how to handle your investments throughout today’s bear market. If your investments are down 20% or more, he has some solid recommendations for you. Dustin runs through what to expect in this market and how long market corrections might take. He explains the history of bear markets and uses past economic data to predict the future of today's turbulent market. Now more than ever, it’s vital that you time your investment moves. With Dustin’s lengthy experience in the finance space, he shares several different investment options based on various hypothetical situations of where the market may go over the next few years.
How do you prioritize the relationships in your life? Do they come first?
In this episode, Dustin reflects on a recent motorcycle ride he went on with his father. He illustrates how he felt when a Bryan Martin song came on the radio during the ride and how the words felt like they were speaking right to him. Dustin reads the lyrics to this incredible song and ponders how they apply to his life. He examines a 1999 study on nuns and how it provided an eye-opening conclusion regarding happiness.
Dustin considers the idea that when you have a strong bond with a parent, you can be comfortable in moments of silence. He talks about how we’re all wired to want to make our parents proud, and how this has manifested in his own life. Dustin shares the sad, yet interesting experience of seeing his kids go through losing a grandparent recently and watching how they digested it— showing him that at the end of the day, relationships are what make us truly wealthy.
Are you currently in a season of betterment?
In this episode, Dustin interviews Robin Miller, health and nutrition specialist and author of 11 cookbooks. Robin has been featured on BRAVO, CBS, This Morning, Fox, HGTV, and more as TV personality “Robin Miller Cooks”. With her 11th cookbook coming out, Robin has many tips to share on how to create healthy and easy meals that will have you feeling your best.
Dustin and Robin discuss their journeys to betterment. Robin shares the story of her entrepreneurial father and the valuable traits he passed on to her that have influenced her success. They talk about living your life today—instead of always saving for retirement, and Robin explains why she values her time off NOW. Dustin and Robin consider the value of teamwork— Robin suggests that her time being part of a team in her past, influences how she operates as a lone wolf in her current career.
Want to connect with Robin?
Follow her on Facebook, Instagram, and Twitter.
Watch her YouTube videos.
Have you been trying to get in on the property market but simply can't afford to buy?
In this episode, Dustin sits down with Stephanie Taylor, co-founder of HMO Heaven and Rent 2 Rent Success. Stephanie’s business model for both companies is founded on the idea that you don’t need to own property to make money off of it. Stephanie is based in the UK where houses in multiple occupations (HMOs) are not only perfectly legal but also very common. When her mother became ill and Stephanie was desperately searching for a way to have more flexibility in her schedule, she discovered a gap in the market— renting to rent for HMOs.
Stephanie and Dustin dive deep into the unique real estate strategy that has catapulted Stephanie into business success. Stephanie outlines the average revenue her company makes on each rental property and the simple steps others can take to do the same with their own Rent 2 Rent business. Dustin and Stephanie discuss problem renters and the common red flags to look out for. Stephanie explains her useful strategy for mitigating issues with her renters. She shares the inspiring stories of how Rent 2 Rent has changed the lives of her clients.Want to connect with Stephanie?
Follow Rent 2 Rent on Facebook.
Check out HMO Heaven's website.
Read her book - Rent 2 Rent Success: Our ethical 6-step system to get you started in property without buying it
Welcome to The Picture of Wealth’s last episode with Frankie (for now)!
In this episode, Dustin and Frankie dig deep into Dustin’s new book— Man’s Picture of Wealth. Frankie shares her first impression of the book and the unique themes that stood out for her. She asks Dustin to give us his elevator pitch on the book— you won’t want to miss his raw description of this new read!
Dustin talks about how his view of life, wealth, and success has changed throughout his life. Dustin and Frankie explore whether assets and money are directly tied to ‘wealth’ or if there are other key factors that impact whether someone should be considered wealthy. Dustin opens up about how he’s trying to live the life of one of the characters in his book and the milestones he’s still hoping to accomplish.
Did the recent crypto crash affect you or your investments?
In this episode, Dustin and Frankie dissect the recent crash of the cryptocurrency market. Dustin explains why the crypto market appears to be tied with the stock market. He talks about how consumer behaviour heavily influences the ups and downs we witness in both markets. Dustin and Frankie discuss the government’s hand in influencing the economy.
Dustin gives us a rundown of smart investing techniques and how you can apply them in your favour in today’s uncertain market. Dustin and Frankie examine the emotion behind investing and why it’s important to stay positive during your investment journey. Frankie explores the numerous advantages of being born rich in today’s world— and Dustin and her question whether having a positive mindset could be just as valuable.
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.
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.
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.
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.
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.
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.
Do you find it hard to make decisions?
In this episode, Dustin sits down with Linda Edgecombe, an award-winning professional speaker and best-selling author. Linda wrote the book ‘Shift or Get off the Pot’— a book that’s sassy, funny, and aims to arm readers with the tools they need to make powerful shifts in their lives. Linda’s goal is to help people become more accountable, build momentum, and start living a life that fills them up.
Dustin and Linda talk about decision making. Linda describes the common roadblocks she’s seen people face in their lives that hold them back from moving forward. Dustin and Linda discuss ‘the Wealth Edge’ and how confident decision making can truly change the projection of one's life. Linda explains why limiting distractions is vital in living a fulfilled life. She leaves you with two compelling questions to ask yourself in order to change your life’s trajectory.
Want to connect with Linda?
Head to her website.
Follow her on Facebook, Twitter, and Instagram.
How do you envision your retirement playing out?
In this episode, Dustin sits down with Pierre Lamarche, a ‘Tennis Stud’ with no shortage of accolades in the sport. Pierre is the former National Head Coach for Team Canada and Tunisia, a former Davis Cup Player and Captain, and a Tennis Canada Hall of Fame Inductee, among many other impressive experiences and distinctions. Pierre gives us an intimate look into his early life and shares how he first became passionate about tennis and business.
Dustin and Pierre’s discussion centers around Pierre’s unique take on retirement. Pierre talks about his experience travelling and living half the year in a different country. He describes his current investment strategy and explains why he decided to invest in Marijuana stocks. Pierre reveals what motivated him as he grew his business before retirement— and how taking responsibility for his own future was vital in pushing him to break the mould.
Want to connect with Pierre?
Follow him on Facebook and LinkedIn.
Do you struggle to set and achieve your goals?
In this episode, Dustin talks about the immense uncertainty that has plagued our lives since the start of the pandemic. He explores how to cope with these overwhelming feelings of frustration and hopelessness. He outlines how taking small concrete actions daily towards your goals will help to regain a sense of purpose and self-efficacy.
Dustin opens up about the two goal setting methods that have proven to have the highest rate of success in his life and business—The 5 Ws and 3 H method and 'Mind Changers'. Dustin explains what a mind changer is and shares some of his own recent examples and how they helped propel him closer to his goals.
Have you ever thought of taking out child insurance?
In this episode, Dustin shares one of the most untalked about secrets of how wealthy families create significant waterfalls of wealth using insurance. He explains how life or critical illness insurance on a child can not only provide protection to your child but can also pass wealth onto them. Dustin explores the types of people who should consider this and the sequence to follow to ensure you take out a policy that will have long-term benefits for your child.
How would you like to take every Friday off?
In this episode, Dustin urges all business owners to consider the positive ripple effect that taking Fridays off would have on your business and your life. He talks about how taking that extra day off to rest and recharge may in fact lead to further innovation and growth within your company.
Dustin suggests strategies to engage and leverage your staff in order to take Fridays off. He shares the story of one of his clients who has a successful business but whose personal life is in turmoil. Dustin opens up about how he urged this client to redefine a new vision of what success looks like for him. He explores why preventative risk management is vital in business and in life—and how implementing these strategies will allow you to truly live as The Picture of Wealth.
The Picture of Wealth’s most downloaded guest is back for more talk about crypto!
In this episode, Dustin sits down once again with Scott Dedels, an expert in the cryptocurrency space. Dustin and Scott talk about crypto as an investment and Scott shares his expert knowledge on the best crypto trading strategies. They discuss the different Canadian apps available for trading crypto assets and Scott shares what he thinks of each.
Dustin and Scott consider the connection between crypto and video games. Scott gives an overview of gaming tokens and how best to utilize them. Scott dives into what NFTs are and why people are so excited about this new concept. Dustin and Scott explore where they see this thrilling industry going in the near future.
Want to connect with Scott?
Visit his Instagram.
Reach out to him on LinkedIn.
Ready to unpack real estate on a larger scale?
In this episode, Dustin interviews Scott Butler, President at Highstreet Ventures, a successful real estate development company in the Okanagan. Scott talks about his background in the business world and how he first began his career in real estate. He opens up about where he’s at now and the exciting things coming up the pipeline for his company.
Dustin asks Scott to share a glimpse of the larger scale real estate industry. Scott explains the complex process of obtaining and working with real estate investors. Dustin and Scott discuss the wide range of risks involved in real estate and how to best mitigate them. Scott reveals how he stays driven and motivated to grow his business, and why prioritizing goals is so important.
Want to connect with Scott?
Head to his LinkedIn.
Is busy a sign of success?
In this episode, Dustin interviews Kaitlyn Fraser, founder of Prism Equipment and co-founder of Midas extraction— two successful start-ups in the cannabis industry. Kaitlyn was recently recognized as Salmon Arm’s Top 20 Under 40 for her drive and innovation.
Dustin and Kaitlyn talk about the current economic status of the cannabis industry and where they see it going in the future. Kaitlyn opens up about the excitement that drew her to the cannabis industry and how the risk of the unknown still captivates her. Dustin asks Kaitlyn about the inception of Prism Equipment and the complex process of cannabis extraction. They explore the effects of being chronically busy and how it affects entrepreneurs, no matter the industry.
Want to connect with Kaitlyn?
Follow her on Instagram.
Head to her LinkedIn.
Are you an employer overwhelmed by employment law?
In this episode, Dustin sits down with Scott Chambers, a partner at Doak Shirreff Lawyers. Scott focuses his practice on employment law, supporting both employers and employees through disputes. Dustin and Scott discuss the complex matter of employee/employer law. Scott discloses the top things employers need to know about the law and how it can affect their businesses and employees.
Scott shares his expert tips on how to mitigate risk when managing employees and what preventative measures he recommends. Dustin and Scott examine best practices in employment law and Scott shares just how important it is for businesses to retain HR consultants. Scott opens up about the most common issues he sees from employers and employees, and how many of them could have been prevented through adequate preparation.
Want to connect with Scott?
Follow him on Twitter and Facebook.
Head to his LinkedIn.
Learn more about Scott here.
How much risk are you willing to take to get what you want?
In this episode, Dustin sits down with Peter Neuwirth, an actuary and author in the holistic financial wellness space. Peter’s most recent book is Money Mountaineering: Using the Principles of Holistic Financial Wellness to Thrive in a Complex World. His book aims to help readers gain a better grasp on the world of finances and the steps they can take to thrive in a world driven by money and wealth.
Peter talks about his extensive experience as an actuary. Dustin and Peter discuss the importance of planning for retirement and the decumulation phase of your finances. They touch on the high risks that are present in this phase of finance and how the right investments will look different for everyone. Peter shares his experience unpacking negative bias carried by the general population. He explains how to weigh out different options when faced with a tough decision. Peter urges us all to consider what we really want, and how much we’re willing to risk to get there.Want to connect with Peter?
Follow him on Twitter.
Connect with him on LinkedIn.
Head to his website.
Do you ever say things to yourself that you would never say to a friend?
In this episode, Dustin sits down with Nathalie Plamondon-Thomas, confidence expert and life coach. Nathalie is the author of 8 international best-selling books that speak on the topic of confidence, empowerment, and wellness. She has over 30 years of experience in the fitness industry and was Canada’s Fitness Instructor of the year in 2007.
Dustin and Nathalie discuss the concept of negative self-talk and how Nathalie became interested in this subject. Nathalie explains how negative self-talk can affect so many parts of our lives and shares how we can eliminate these detrimental thoughts for good. She describes her proven system that achieves transformational results for her clients. Dustin and Nathalie talk about the importance of gaining confidence and clarity during uncertain times, and how it all starts with overcoming our negative thought patterns. Dustin suggests that confidence in life gives you confidence in wealth too.
Want to connect with Nathalie?
Follow her on Instagram and Facebook.
Connect with her on LinkedIn.
Have you ever wanted to get inside the mind of an NHL star?
In this episode, Dustin interviews Wade Redden, a Canadian former professional hockey player. Wade is a two-time NHL All-Star and has played over a thousand games of professional hockey. Dustin and Wade discuss what it takes to be in the NHL. They’ll ponder what's needed to run an effective team and how to foster a team culture that will get you to the championships - whatever that looks like for your team.
Wade opens up about his personal experience in the investment world. He talks about how the winning strategies he learned in sports can be applied to business and investing. Dustin and Wade talk about the importance of building a cohesive team culture, in sports AND in business. They discuss how surrounding yourself with a strong team is a key component to living as The Picture Of Wealth.
Want to connect with Wade?
Follow him on Twitter.
Is money a sensitive subject between you and your spouse?
In this episode, Dustin broaches a topic debated by spouses everywhere: Money and finances. He opens up about a recent interaction between him and his wife and how it made him realize how men and women tend to have different risk tolerances, especially when it comes to money and opportunity. Dustin opens up the discussion on whether being the income earner affects one’s mentality surrounding income and growing wealth. He shares his expert advice on how to improve and add value to your spousal debates around money. Tune into this episode for an exciting announcement from Dustin!
What does happiness mean to you?
In this episode, Dustin reflects on a story from his past. A time where he found himself cruising down the highway on a motorcycle in Sturgis, South Dakota, wearing nothing to protect him but a beanie and flip flops. Dustin talks about how wearing a helmet while riding is similar to protecting yourself in business and in life. He shares the importance of knowing what makes you happy in life, and how to get there safely while enjoying the ride.
Are you currently working on your new year’s resolutions?
In this episode, Dustin talks about the importance of discipline. He shares how he’s implemented small changes in his day-to-day life that have allowed him to practice discipline and how these changes have consequently increased his wealth. When it comes to reaching your overarching goals, Dustin explains why he suggests starting with small changes. Dustin shares several lifestyle tools that have allowed him to stay more present and live a wealthier life.
Want to get in on the cryptocurrency market but don't know where to start?
In this episode, Dustin does a mini pod about all things cryptocurrency. He’ll talk about the different ways to enter the market and what you need to consider when taking that step. Dustin goes over the different types of cryptocurrencies, where to buy them, and how to appropriately hold on to them. He’ll touch on the different financial strategies when it comes to crypto and the best options for investing. The cryptocurrency market has huge momentum behind it and Dustin shares his own unique experience with this rapidly growing space.
Want to stay updated on all things cryptocurrency? Check out Lunar Crush.
How would you like to choose your own adventure in life?
In this episode, Dustin once again stresses the importance of having a life insurance plan that adequately covers you and YOUR lifestyle. You want to be able to choose where your story goes next, while knowing you’ve got your risks managed. Dustin reflects on the clients he’s had who have gone all in on their life insurance policies and how this has affected their lives and their businesses. When it comes to life insurance, Dustin explains why he believes that opportunity and success flow to the insured.
Do you want to know your family is protected but hate the idea of paying life insurance?
In this episode, Dustin dives into a discussion around different types of life insurance. He gives a rundown on one of the most controversial life insurance policies on the market - A Participating Whole Life Insurance Policy. This type of policy gives you the opportunity to participate in both the profits and expenses of the policy. Dustin shares his opinion on this policy and when he would recommend it to a client.
Dustin also explains what an Immediate Finance Arrangement (IFA) Strategy is, who it’s best for, and the benefits it can have in the long run. For anyone who’s been hesitant to take out a life insurance policy because they resent the idea of insurance, this episode’s for you!
What happens to debt when a person passes away?
In this episode, Dustin brings up a very important financial consideration: What happens to our debts when we die? In Canada, the simple answer is that you cannot inherit debt from a family member or partner. But as we’ve learned throughout Dustin’s podcast, finance is never just black and white, there are always other factors to consider.
Dustin shares Credit Canada’s 8 steps to avoid inherited debt. He points out where there could be risks in your own finances that could leave you liable to pick up someone else’s debt after they pass on. Dustin lists out the important reasons for having a will in place and all the ways that it will leave your family better off.
What does freedom mean to YOU?
In this episode, Dustin sits down with Joel Sherlock, Chief Revenue Officer of Vitalis Extraction Tech - a tech and manufacturing company specializing in extraction equipment. Their equipment is used to extract from botanical materials that are then used in everything from pharmaceuticals to cannabis and coffee.
Dustin and Joel talk about what it means to have an entrepreneurial mindset. Joel shares what he’s learned about building a strong team and the key factors that induce growth in organizations. As the chairman and founder of a multi-million dollar company, Joel shares what freedom means to him and how he consciously makes the effort to prioritize his TIME. Dustin and Joel discuss how time is our most valuable asset and the importance of loving the work you do.
Want to connect with Joel?
Reach out to him onLinkedIn.
Head to hisInstagram.
Follow him on Facebook.
Are you living every day to the fullest?
In this episode, Dustin sits down with his own Mom, Beverly Serviss, to discuss her retirement experience. In Dustin’s eyes, his mom is the poster child for retirement and hopes that her story will help inspire others to live every day to the fullest, while still planning for their future.
Dustin and his mom discuss what her vision for her retirement was like at age 40 and how that vision has shifted over the years. Beverly opens up about the psychological and emotional parts of retirement that are not often thought about. Dustin asks his Mom to share the story of her newfound love for photography and how this has enriched her life in new ways in this next stage of her life.
Are you currently struggling to climb the corporate ladder?
In this episode, Dustin sits down with Ian Beveridge, the COO of Hobbry Ltd., a Canadian design and sourcing agency. Ian and his wife started Hobbry together - he’ll share the story of how it came to be and their plans for its future. He describes what it took to build the foundation of their successful business and what their focus is for Hobbry today.
Ian talks about what it was like living in Toronto as a young adult and why he ultimately made the choice to move to Winnipeg to begin raising his family. Ian opens up about his experience climbing the corporate ladder and gives advice to anyone else in the midst of their own climb. Dustin and Ian discuss how working remotely through the pandemic has affected them and their businesses. Ian shares an inside glimpse into what lifestyle means for him and his family and the steps he takes to preserve this lifestyle.
Want to connect with Ian?
Reach out to him on LinkedIn.
Follow Hobbry on Instagram.
Check out Hobbry’s Facebook.
Have you ever wanted to learn more about tax policy?
In this episode, Dustin sits down with Kim Moody, the CEO of Moodys Private Client and Moodys Tax Law - one of western Canada’s largest taxation firms. Dustin and Kim talk all about Kim’s unique suit style and how his bold choices help him stand out in the accounting industry.
Dustin and Kim get into the nitty-gritty details of tax rates and policies, holding companies, and when to consider incorporation. Kim shares an inside look into why he chose his career path. He’ll talk about entrepreneurship and how tax rates and policies actually encourage this career choice. Kim shares what a balanced lifestyle means to him in the ever-changing and fast-paced world of accounting.
Want to connect with Kim?
Reach out to him on LinkedIn.
Is there something you want to accomplish but it just seems impossible?
In this episode, Dustin shares a memory from his childhood where he took a ski jump from a different angle and landed a medal for his unique approach. He relates this memory to business and how when we take a step back and look at things from a different perspective we are able to find success in even the most impossible situations.
Dustin urges you to examine your limiting beliefs and push past them to achieve your goals. Not all situations are impossible, look at different approaches to lower your risk, but get in the game! This is your journey, don’t worry about what everyone else is doing, instead focus on how YOU can get yourself closer to success.
Should you buy today or tomorrow?
In this episode, Dustin analyzes the impact on a person’s money if they buy a boat today instead of waiting until retirement. He uses a specific example and works out the best course of action with the help of a spreadsheet.
Though the value of an asset goes down over time, Dustin encourages us to consider the value of time spent enjoying that investment today. He’ll share his strategy when it comes to investments and how you can apply this to your own life to begin enhancing your wealth and lifestyle today.
Does the thought of backing up a boat trailer fill you with dread?
In this episode, Dustin uses an analogy to compare backing up a boat trailer to marriage. It’s going to be tough and there will be disagreements along the way, but once you get that boat in the water, it all pays off. He shares a trick for backing up a boat trailer successfully which can also be applied to strategies within your marriage.
Ever heard the saying that life really begins at 40?
In this episode, with Dustin’s 40th birthday fast approaching, he reflects on the changes in perception that come with being 40 years old. He ponders how his perception of 40 year olds has changed as he himself nears this landmark age. At 40, we still have a whole life ahead of us - with many opportunities, successes, and failures sure to come our way. Dustin challenges you to think about what you want to accomplish at 50 and 60 years old and to set new goals for your future. He urges you to take a moment to celebrate all you’ve accomplished in life. Be mindful of living your life to the fullest today, while still creating big goals for your future.
Do you find it difficult to know when an opportunity is right for YOU?
In this episode, Dustin discusses fear and how fear can make us see the world differently. He touches on how many of us will let opportunity pass us by because we are too afraid to take a leap of faith into the unknown. He’ll share his insight into how you can move away from living in a state of fear and act upon opportunity faster. Dustin also stresses the importance of connecting opportunities to your values. He shares several books that are instrumental in identifying beneficial opportunities. Ask yourself if the opportunity that you’re presented with is important to you and in line with what you value in life. If it is, kick fear to the curb, and take that risk! You never know how it might pay off!
Are you so afraid of failure that you’re closing yourself off from opportunity?
In this episode, Dustin sits down with Lance Priebe, a Canadian video game programmer and entrepreneur. Lance is the Founder of Hyper Hippo, RocketSnail, and OOMM Board Games. He's also the co-founder of Club Penguin, a popular multiplayer online video game, which he later sold to the Walt Disney company.
Dustin and Lance discuss his life after selling Club Penguin. They’ll go deep into what makes a game special, the story of how he got started in the gaming industry, and how the ideas for his games were born.
Lance also shares his core principles around business and life. He urges anyone starting out in their career to be curious and be bold. Younger him thought that failure was the worst outcome. In reality, failure is what opens us up to other great opportunities. In this episode, you’ll get an inside look into the life of a successful entrepreneur who is truly living as The Picture of Wealth.
Want to connect with Lance?
Reach out to him on LinkedIn: www.linkedin.com/in/lancepriebe
Head to his Instagram: www.instagram.com/lancepriebe
Visit his Facebook: www.facebook.com/lance.priebe.3
Do you have trouble managing change in your organization?
In this episode, Dustin sits down with certified change consultant Dawn-Marie Turner. Dawn-Marie founded her own business, Turner Change Management, in 2009 after witnessing too many organizations that didn’t know how to properly manage change. Dawn-Marie talks about leaders and teams that WANT to embrace change but when it comes to implementation, they take the wrong action that prevents the company from growing and seeing a return. Dustin and Dawn-Marie discuss organizational change, overcoming fear, and how you can stay one step ahead of the unknown. Dawn-Marie suggests that if you’re going to stay relevant and grow, you need to become a change ready organization. Change is an enormous part of growing your business - in this episode, you’ll learn Dawn-Marie’s inside tips for adapting and preparing yourself and your company for change.
Want to connect with Dawn-Marie?
Reach out to her on LinkedIn: www.linkedin.com/in/drdawnmarieturner
Are you an entrepreneur just starting out in your journey or currently looking to scale up?
In this episode, Dustin sits down with Jeff McCallum, a successful entrepreneur, and businessman. Jeff talks about what it means to have an entrepreneurial mindset and how some people just seem to be born with it. Dustin and Jeff discuss Jeff's entrepreneurial journey, from cleaning carpets in 1990 to founding his own restoration business just a year later. Jeff gives an inside look into what led him to be a successful entrepreneur and all he’s learned along the way. If you’re looking to become a serial entrepreneur like Jeff, this episode is packed full of value for you to apply in your own journey.
Want to connect with Jeff?
Reach out to him on LinkedIn: www.linkedin.com/in/jeff-mccallum-2951798
Head to his Instagram page: www.instagram.com/jeffsmccallum
Visit his Facebook page: www.facebook.com/JeffSMcCallum
Have you ever stopped to ask yourself what really brings you joy in life?
In this episode, Dustin sits down with Shauna Nyrose, co-owner of Okanagan Yoga Retreat and the Director of Brand and Communications at the Kelowna General Hospital Foundation. Shauna shares her journey to happiness and how yoga helped shape her life. Dustin and Shauna discuss how so many people are wasting time waiting around for something to happen TO them, instead of taking action and working hard for what they want out of life. Shauna urges you to consider what YOUR currency in life is? What are those things in life that bring you joy? Tune in to this episode to hear Shauna explain how we can all have our cake AND eat it too!
Want to connect with Shauna?
Visit her Instagram page: www.instagram.com/shauna.nyrose
Reach out to her on LinkedIn: www.linkedin.com/in/shaunanyrose
Head to her Facebook page: www.facebook.com/shauna.nyrose
Have you hopped on the cryptocurrency train yet?
In this episode, Dustin sits down with Scott Dedels, an employee benefits and pension plan consultant at Capri CMW. But that’s not Scott’s full story - he’s also a self-proclaimed crypto maximalist. Dustin and Scott discuss the advantages and disadvantages of investing in this trendy digital asset. They’ll go over inflation, printing money, and how Scott started trading. This episode is not just a ‘How to’ on crypto, but Scott’s personal recount of WHY he decided to shift his investment strategy and began investing almost solely in the cryptocurrency sector. Scott shares his intense conviction on where he sees cryptocurrency going over the next decade and what that means for investors, businesses, and individuals moving forward. If you’ve been considering moving into the crypto space, tune in to this episode to hear Scott and Dustin discuss why they don’t see crypto going anywhere anytime soon.
Want to connect with Scott?
Visit his Instagram page: www.instagram.com/alphacryptocurrency
Reach out to him on LinkedIn: www.linkedin.com/in/scottdedels
His Patreon: www.patreon.com/alphacryptocurrency
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 Serviss
Guest: Holly Kleiman
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
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
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
Episode: 35
Dr. Hawthorne is active is a dentist with his own practice, a dedicated family man, a life-long learner, and a passionate sports enthusiast. Dustin and Rex chat about how he manages to fit all of his hobbies and responsibilities into a schedule, the details of Rex's love of extreme sports, and how to stay motivated.
Want to learn more about Dr. Hawthorne? Visit his website here
Host: Dustin Serviss
Guest: Dr. Rex Hawthorne
Episode 34:
Are you buying things because it makes financial sense, or because you want to show off your toys? The truth is, renting gets a bad rap even when it may be the best option for your situation. In this episode, Dustin discusses his reasoning behind renting over buying.
Want to get in touch with Dustin? Visit his website here
Episode 33:
Dr. Thomas William Deans is the author of the all-time best-selling family business book, Every Family’s Businessand Willing Wisdom. Having delivered more than 500 convention keynotes and seminars in 14 countries he has built an international reputation as a thought leader on the subject of intergenerational wealth transfer. Dr. Deans work has been featured in numerous magazines and journals including Profit, Money Sense, Investment Executive and The New York Times and a frequent guest on CBC, MoneyLine and BNN.
Want to learn more about Dustin? Visit his website here
Episode 32:
Are you being productive, or just active? Are you inventing things to do to avoid doing the important? Are you creating stress because you feel like you have to? Dustin wrote these phrases in his personal journal and shares them with you in this episode.
To see the key topics discussed, read the blog post here
Episode 31:
In this episode, Dustin reflects on a section of a book that inspired him and changed his perspective, “The Happiness Trap”. Dustin reads through the section of the book and shines a light on the importance of the message.
To see the key topics discussed, read the blog post here
Episode 30:
In this episode, Dustin sits down with his father's good friend Danny Hooper, a successful entertainer and businessman. Dustin chats with Danny about his life experiences which include: starting a nightclub, becoming a hall of fame realtor, and becoming a successful auctioneer. Danny is full of great stories and even greater wisdom and knowledge.
Want to connect with Danny? Click here
To see the key topics discussed, read the blog post here Host: Dustin Serviss
Guest: Danny Hooper
Episode 29:
In this episode, Dustin sits down with successful mortgage broker Chad Eliason. If you are looking to buy a house or property, then this episode will be a great resource for you. Dustin and Chad talk about how to prepare before getting a mortgage, the problems with the "60-second approval", the best way to go about buying a rental property, and much more.
Want to connect with Chad? Click here
To see the key topics discussed, read the blog post here Host: Dustin Serviss
Guest: Chad Eliason
Episode 28:
In this episode, Dustin sits down with RBC’s commercial account manager Jason Williamson. This episode is a great way to learn about financing and refinancing, what banks are looking for when giving out loans, investing advice, and much more.
Want to connect with Jason? Click here
**To see the key topics discussed, read the blog post here
Host: Dustin Serviss
Guest: Jason Williamson**
Episode 27:
In this episode, Dustin discusses what it was like being a part of an angel investing group. He talks about what he learned from being around a table with other investors, some of the risks he took and why he took them, and why he joined the group in the first place.
To see the key topics discussed, read the blog post here
Episode 26:
In this episode, Dustin tells a story of the time he took a stock trading course. He outlines some of the most valuable things he learned, and some of the mistakes every investor should try to avoid.
To see the key topics discussed, read the blog post here
Episode 25:
In this episode, Dustin shares a story about his early experience in stock trading as well as the lessons he has learned from the ups and downs of the market.
To see the key topics discussed, read the blog post here
Episode 24:
In this episode, Dustin sits down with CEO Tyler Morty about health, productivity hacks, international finance and investing, and much more.
Tyler leads Forstrong’s business strategy and oversees a multi-disciplinary investment team committed to extensive macro research and analysis. Encouraging a global perspective allows the team to identify investment themes and trends that create distinct investment strategies.
He is widely quoted and interviewed by the financial media for his global investment strategy views.
ETF.com has profiled Tyler as one of the “best and brightest” working in the ETF Strategist industry and described him as “a money manager for the modern era”.
To see the key topics discussed, read the blog post here Host: Dustin Serviss
Guest: Tyler Mordy
Episode 21:
In this episode, Dustin sits down with successful businesswoman Meghan Omara to talk about commercial real estate. Megan shines a light on what is important when looking to acquire an asset, her experience in the field, and many more topics.
Meghan O’Mara brings eleven years of experience in commercial real estate and is now established as one of the top agents in the Okanagan Valley. Since entering brokerage in 2011, Meghan has facilitated hundreds of transactions in excess of a half-million square feet leased. She has a clear understanding of commercial real estate trends and an intimate knowledge of the BC Interior markets, coupled with an education in marketing & technology.
Want to connect with Meghan? Click here
To see the key topics discussed, read the blog post here Host: Dustin Serviss
Guest: Meghan O'Mara
Episode 22:
In this episode, Dustin sits down with friend and successful commercial risk advisor Rosy Mounce to talk about commercial real-estate and insurance, risk tolerance, staying calm and collected with a jam-packed schedule, and much more.
Rosy is an experienced Commercial Insurance Broker providing custom risk solutions for businesses.
Want to connect with Rosy? Click here
To see the key topics discussed, read the blog post here Host: Dustin Serviss
Guest: Rosy Mounce
Episode 21:
In this episode, Dustin discusses disability insurance. Dustin answers questions like why you may need disability insurance, how much it costs, and other common questions he frequently gets asked.
To see the key topics discussed, read the blog post here
Episode 20:
In this episode Dustin talks about his top 5 tips to effectively communicate and work together with your spouse on spending decisions. He shares principles from previous studies as well as common things he has seen in his day-to-day work.
To see the key topics discussed, read the blog post here
Episode 19:
In this episode Dustin Bronnie Ware’s book “The 5 Regrets Before Dying” to explain the importance of allowing yourself to be happy and living life to the fullest. He touches on the danger of having an "ever-increasing goal horizon", and explains why its crucial to take a step back and enjoy life as it's happening.
To see the key topics discussed, read the blog post here
Episode 18:
In this episode Dustin talks about how to find hidden real-estate opportunities, his biggest real-estate wins and losses, his experience in partnering with another person to buy a home, and much more.
To see the key topics discussed, read the blog post here
Episode 17:
In this episode, Dustin interviews Shannon Stone of Stone Sisters Realty. Shannon shares stories of her beginnings as a realtor, and how she used hard work and drive to compensate for early inexperience, and shares her worries about hiring agents to take over some of her work. Shannon also touches on the moment she knew she was going to be an entrepreneur, the importance of being confident in your decisions, and how she instills important values in her children.
The Stone Sisters Website: https://www.stonesisters.com/ To see the key topics discussed, read the blog post here Host: Dustin Serviss
Guest: Shannon Stone
Episode 16:
In this episode, Dustin introduces his favorite analogy regarding disability insurance. If you had a machine that spat out $8,000/month, would you spend $200/month to insure it, in case it was destroyed in an accident? Well, you are the machine, and many unexpected things can happen to you in your life that may cause you to stop working.
To see the key topics discussed, read the blog post here
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
Episode 14:
This is episode 4 of a mini-series titled: Corporate Strategy
In 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
Episode 13:
This is episode 3 of a mini-series titled: Corporate Strategy
In 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
Episode 12:
This is episode 2 of a mini-series titled: Corporate Strategy
In 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
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
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
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
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
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
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
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
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
Episode 3: In this episode, Dustin talks about buying items you want, but don't necessarily need. He uses an example from his own life when he bought a snowmobile while raising a newborn. Dustin also touches on using cost analysis to determine the costs and benefits of buying that new toy you are dying to have.
Want to learn more? Read our full blog post HERE
Episode 2: Wealth is often thought of as nothing but your net worth. But whose to say that a person who makes $75,000 a year, has free time to spend with family, and spends money on things that are important to them isn't "wealthy"? And if the person who's making $75,000 a year is intentional with their spending and has achievable goals, then who is to say that more money would make them any happier? Wealth is the ability to balance time and money and live more of our lives now while still being responsible for our futures.
Want to learn more? Read our full blog post HERE
Episode 1: Welcome to The Picture of Wealth. You've officially embarked on a journey of living MORE of your life NOW, yet still being responsible for your future. Retirement has been touted as the "happiness zone". Work hard, climb the corporate ladder, build a big business, sell it, then you can finally be happy, right? WRONG!
I'm Dustin Serviss, owner of Serviss Wealth Management. I'm a 2x top 40 under 40 winner. I've stewarded over 200 million in net worth for clients. But, guess what? That's not who I am. I'm really a husband, a father, a community supporter, and a lover of life.
I've jumped out of planes, I've raced supercars, and shot 15 thousand dollar rifles. In the past, I always thought: "I'm not sure I can afford to do this". Now, I'm saying: "I'm not sure I can afford to miss this.
This podcast won't be about saving $20 on your monthly grocery bill by forgoing certain foods. We will be focusing on how you can have the things you want, and still be a financially responsible individual. We will focus on your finances, investments, businesses, careers, families, ideas, and more.
Now the question is, are you ready to become The Picture of Wealth?Visit our website to learn more HERE