The Picture of Wealth

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

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 d...

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. S...

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 hereTo see the key top...

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

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

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 If you found t...

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

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 confid...

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 po...

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...

Episode 14:This is episode 4 of a mini-series titled: Corporate StrategyIn this episode Dustin presents different strategies to reduce the cost of your commercial insurance policies. He explains how picking the right broker, increasing security precautions and buying in bulk can all help you save serious cash on your commercial insurance policies. To see the key topics discussed, read the blog pos...

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

Episode 12:This is episode 2 of a mini-series titled: Corporate StrategyIn this episode, Dustin touches on different corporate strategies to automate cash flow within a corporation. He presents the benefits of cashflow automation by laying out examples of accounts into which corporate revenue should be flowing. Automating these processes allow you more time to think about important company decisio...

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

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...

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

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...

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 ou...

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

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

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 If you found this episode helpful sha...

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 happ...

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...