The Picture of Wealth

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 po...

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 situa...

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. H...

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 m...

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...

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 f...

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 L...

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 implem...

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 foun...

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 aro...

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 ho...

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 c...

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 partn...

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 cond...

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 n...

Episode: 35Dr. 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 hereHost: Dus...

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 If you found this episode helpful share it with a friend and le...

Episode 33: Dr. Thomas William Deans is the author of the all-time best-selling family business book, Every Family’s Business  and 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...

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 If you found this episode helpful share it with a friend and leave a review....

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 If you found this episode helpful share it with a friend and leave a review. For more information visit servi...

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 he...

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? Cli...

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 hereTo see the key topics discussed, read the blog post hereHost: Dustin ServissGuest: Jason Williamson If you...

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 If you found this episode helpful share it with a friend and le...

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 If you found this episode helpful share it with a friend and leave a review. For more information visit servissweath.com