Build a Vibrant Culture Podcast
Trailer
Bonus
Episode 144
Season 1
Building Financial Energy | Dustin Serviss
How can you build financial energy?
My guest Dustin Serviss is a financial advisor who has been working with high net worth business owner families since 2005.
Dustin uses a combination of science and psychology to help his clients realize the dreams they never dreamed of—and in this episode, he’ll share his expertise with you.
We’ll cover:
- Building a “portfolio of memories”
- Teaching your kids values about money
- Handling finances as a couple
- Habits to put in place around money
- The financial next steps for every age milestone
- And more