The Picture of Wealth

By: Dustin Serviss
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  • Summary

  • 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.
    © 2023 The Picture of Wealth
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Economics Personal Finance Personal Success
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Episodes
  • A Special Message from Dustin

    A Special Message from Dustin
    Jan 18 2024
    Dustin discusses his work in helping successful families make important financial decisions. He shares his personal journey of overcoming workaholism and emphasizes the importance of work-life balance and strong family relationships. He also highlights his company's focus on providing specialized financial services to blue-collar business owners and those planning for retirement. In addition, we will be pausing the podcast for now, but we will be back again. We would like to thank everyone who has joined us on this journey, until next time.
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    9 mins
  • Dustin's Book - Chapter Fourteen + Key Takeaways

    Dustin's Book - Chapter Fourteen + Key Takeaways
    Jan 15 2024
    This week, Dustin reads another chapter from his book. Theo realizes the need for a clear financial plan, considering aspects like insurance, investments, and risks. He also acknowledges the importance of his relationship with his wife, Ashley. When Ashley struggles to understand his complex financial plan, Theo simplifies it using a wealth plan he had previously drawn. The episode highlights the importance of clear communication and planning in managing wealth and maintaining healthy relationships. In the next coming weeks, join us as we explore Theo's journey of self-discovery, retirement planning and the pursuit of the ultimate picture of wealth. CONNECT WITH US: Instagram LinkedIn Website
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    12 mins
  • Dustin's Book - Chapter Thirteen

    Dustin's Book - Chapter Thirteen
    Jan 11 2024
    This week, Dustin reads another chapter from his book. Reflecting on a memory - Theo, embarks on a journey with Mans. They encounter a moose and her calf, prompting Mans to share his innovative solution of a blind to protect the animals from predators. The duo also experiences a cold plunge in a creek, leading to a discussion on their ideas and experiences. The chapter underscores the significance of self-protection while enjoying life and the importance of action. In the next coming weeks, join us as we explore Theo's journey of self-discovery, retirement planning and the pursuit of the ultimate picture of wealth. CONNECT WITH US: Instagram LinkedIn Website
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    7 mins

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