The Picture of Wealth
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 insi...
A Special Message from Dustin

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.
Dustin's Book - Chapter Fourteen + Key Takeaways
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...
Dustin's Book - Chapter Thirteen

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...
Dustin's Book - Chapter Twelve

This week, Dustin reads another chapter from his book. As Theo goes through his photos to find the ultimate picture of wealth he receives an email about a job opportunity to manage Permission Peak Lodge. Theo, bored with his current job, is intrigued by the offer and discusses it with his wife, Ashley. Despite initial doubts, they decide to consider the opportunity. 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
Dustin's Book - Chapter Eleven

This week, Dustin reads another chapter from his book. Theo meets with Kazuko Sato, a snail farmer in Chilliwack, BC. Kazuko shares her journey of starting a successful snail business following a life-changing accident. She discusses her decision to move from Japan to Canada to pursue her passion for farming, despite societal expectations. 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
Dustin's Book - Chapter Ten

This week, Dustin reads another chapter from his book. It's Theo and Ashley's last day at Permission Peak Lodge. It's here where Mans explains to Theo the 'glow zone' - the relationship between happiness, money and effort. Theo reflects on his own life, recognizing a need for change and the importance of not continuing on an unfulfilling path. 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
Dustin's Book - Chapter Nine

This week, Dustin reads another chapter from his book. Theo reflects on his experiences with the super-rich, realizing that wealth doesn't equate to happiness. The discussion shifts to automating the money mindset and the importance of personal goals. Theo's wife, Ashley, expresses frustration about their lack of communication regarding finances. The chapter highlights the importance of removing life limitations and having personal goals for relationship survival. 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
Stephen Shedletzky ON: The Surprising Secret to Business Success

In this week, Dustin interviews Stephen Shedletzky (Shed) who is a leadership speaker, author and coach. The two discuss Shed's career journey, his work with Simon Sinek, and the concept of "Start with Why." Shed discusses the importance of purpose and clarity in leadership and shares his personal philosophy on business and success. They also talk about the future of work, with Shed advocating for flexibility and autonomy. The conversation also covers Shed's approach to funding his new book and his goal of making a long-lasting impact rather than getting rich quickly. Shed's story is one of happy accidents and...
Dustin's Book - Chapter Eight

This week, Dustin reads another chapter from his book. The story follows Theo on his third attempt at a diving contest in Cabo San Lucas, where he meets Carlos Rays, a pioneer in scuba diving. Carlos agrees to guide a group of wealthy lawyers on a diving excursion, and Theo is captivated by the resort's beauty and the lawyers' extravagant lifestyle. Despite his efforts, Theo feels he hasn't fully captured the essence of the experience. 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. ...
Chris Wills ON: Navigating the Complexities of Commercial Real Estate

In this episode of "The Picture of Wealth", Dustin Service interviews Chris Wills, founder and managing partner of Venture Commercial, the commercial real estate division of Venture Realty Corp. They discuss the intricacies of commercial real estate, with Chris sharing his experiences and insights on property valuation, market conditions, and the impact of interest rates. Chris also highlights the potential of under-utilized areas like the north end of Kelowna and the importance of understanding commercial leases. About Chris Wills: With a career spanning back to 2007, Chris began at DTZ Barnicke and was mentored by his father, and later joined Colliers...
Dustin's Book - Chapter Seven

This week, Dustin reads another chapter from his book. The chapter revolves around Theo, his photography, and his relationship with his wife Ashley. It captures their fishing trip, their playful banter, and a heartfelt conversation between Theo and Ashley. The chapter also delves into the concept of wealth, challenging the notion that it's solely about money and possessions, and emphasizes the importance of living well and cherishing relationships and experiences. It introduces the idea of a "wealth edge," suggesting true wealth lies in one's passion and unique skills. In the next coming weeks, join us as we explore Theo's journey...
Dr. Brett Phillips ON: Exploring Holistic Approaches to Health and Wellness

In this episode of "Picture of Wealth", Dustin interviews health practitioner and biohacker, Dr. Brett Phillips. They discuss Brett's morning routine, his biohacking practices including exercise with oxygen therapy and hyperbaric oxygen chamber therapy, and the impact of diet and natural remedies on health. Brett emphasizes the importance of balance in diet, mindfulness, good sleep, and regular lab work for optimal health. He discusses the conventional healthcare system for its approach to thyroid issues and shares his own treatment methods. Brett also highlights the significance of positive thinking, gratitude, and a wealth mindset in overall well-being. Exercise with Oxygen Therapy (00:01:02) ...
Dustin's Book - Chapter Six

This week, Dustin reads another chapter from his book. In this chapter, Theo, the main character, wakes up at a lodge run by Mans, who shares his story of leaving a successful business to reconnect with nature. Mans discusses the importance of balance between work and family, prompting Theo to invite his wife, Ashley, to join him at the lodge. Theo also interacts with Orson, a staff member, who shares his love for the lodge and its ever-changing landscape. In the next coming weeks, join us as we explore Theo's journey of self-discovery, retirement planning and the pursuit of the u...
Trent Kitsch ON: From Underwear to Cannabis - His Wild ride to Success

In this episode, Dustin chats with long time friend, Trent Kitsch - founder of Saxxs Underwear and co-founder of Doja Cannabis Company. Trent shares his decision-making process, which involves a 'dreams card' where he writes down his values and goals. Trent also talks about the evolution of his dreams, the importance of defining personal success, and the mentors who have helped him along the way. The conversation also covers the challenges of taking a company public and the significance of managing both the business and its stock. Trent encourages listeners to believe in themselves and take daily actions towards their...
Dustin's Book: Chapter Five

This week, Dustin reads another chapter from his book. In this podcast episode, the main character, Theo, escapes his busy life to a peaceful mountain cabin. Here, he meets Orson, the cabin's cook, waiter, guide, and first aid attendant. Theo, a photographer, is participating in a contest to capture the ultimate picture of wealth. However, Orson challenges this concept, stating that wealth is not about material possessions or winning races. The episode explores the idea of wealth and tranquility in a serene mountain setting. In the next coming weeks, join us as we explore Theo's journey of self-discovery, retirement planning...
Zach Schleien ON: Navigating the Competitive Dating App Space

This week, Dustin sits with Zach Schleien, CEO and co-founder of the dating app Filter Off. They discuss the app's unique approach to tackling scammers, Zach's practice of breathwork, and the challenges of online dating. Zach also shares his experience in fundraising for the app and his plans for using the funds raised. He talks about the future of online dating, the qualities he looks for in a matchmaker, and his approach to managing excess cash in his business. Zach also shares insights on the importance of surrounding oneself with positive influences. About Zach Schleien: Zach Schleien is the CEO...
Dustin's Book: Chapter Four

This week, Dustin reads another chapter from his book. In this chapter, we focus on the life of Omar Ansari, a self-made billionaire in the automotive industry. Born and raised in Doha, Qatar, Omar moved to Italy and built an empire supplying high-end parts to luxury car manufacturers. Theo believes that by capturing the moment that Omar makes his billion dollar deal, he will be capturing the picture of wealth but as he converses with Omar he realizes wealth is not defined by the deals that take place in the boardroom. In the next coming weeks, join us as we...
Mike Watts ON: Becoming a Six Time Founder from Scratch

In this weeks episode, Dustin Service interviews Mike Watts, the founder and CEO of Love Handle. They discuss Mike's entrepreneurial journey, the origin of Love Handle, and his approach to product development. Mike shares his strategies for identifying market needs, building a strong team, and learning from successful entrepreneurs. He also talks about his previous company exits, the importance of mentorship, and his future plans for Love Handle. Mike emphasizes the value of taking the first step towards one's goals and the significance of humility and teamwork in achieving success. About Mike Watts: Mike Watts is an experienced entrepreneur who...
Dustin's Book: Chapter Three

This week, Dustin reads another chapter from his book. The chapter begins with Theo being greeted by a blonde dreadlock Aussie who helps set him up for his helicopter trip. Upon jumping in the helicopter, Theo meets Andre, a friendly French-Canadian pilot. Theo reflects on his past adventures and his current neglect of his own interests due to his busy business. Andre sympathizes with Theo and shares his own experiences. They bond over their shared struggles and the challenges of finding balance in life. Theo is captivated by the stunning views during their helicopter ride. They land at Permission Peak...
Cam McQueen ON: Turning His Passion for Monster Trucks Into a Successful Career

In this podcast episode, former professional monster truck driver Cam McQueen sits down with Dustin to discuss his career, family life, and journey to achieving his goals. Cam shares his passion for motor and adrenaline, recounting how he defied skeptics who dismissed his dreams of becoming a stuntman or monster truck driver. He talks about the challenges of balancing work and family, the unconventional paths he took to enter the monster truck industry, and the exhilarating experience of driving a 1500 horsepower monster truck. Cam also discusses recent lifestyle changes and emphasizes the importance of focusing on family and what truly...
Dustin's Book: Chapter Two

This week, Dustin reads another chapter from his book. In this chapter, we get to learn more about Theo's parents, wife and kids. Listeners will get a glimpse into his struggles and learn more about why the Picture of Wealth contest is so important to him. At the beginning of the chapter, Theo discusses his participation in the Picture of Wealth contest with his parents. His mother expresses disappointment in him and questions why his wife and kids couldn't make it to dinner. Theo's father is skeptical about the contest and shares his decision to give up golfing. Theo's dad...
Jay Hall ON: Unleashing the Power of Chaos, an Unconventional Approach to Event Planning

In this week's episode, Dustin chats with CEO of Sync Digital Solutions Jay Hall. Jay shares valuable insights into the process of organizing a successful Barack Obama rally in Las Vegas. Throughout Jay's event planning career, he shares the significance of embracing chaos and being prepared for unexpected situations, emphasizing the need for contingency plans to mitigate any potential risks. Furthermore, Jay sheds light on the financial aspects of running nightclubs. He discusses the importance of proper structuring and constantly refreshing concepts to attract customers and maintain profitability. Jay shares his expertise in managing costs, optimizing revenue streams, and creating...
Dustin's Book: The Prologue & Chapter One

This week, Dustin reads another chapter from his book. 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...
Lucas Griffin ON: Why Prioritizing and Balancing is Important in Business and Life

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...
Dustin's Book: Introduction Chapter

In this episode, we are switching it up. Host of The Picture of Wealth, Dustin Serviss introduces his book 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. ...
Axel Meierhoefer ON: Is Owning a House Worth It? Pros and Cons of Homeownership vs. Renting

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...
Nikki Fogden-Moore ON: Defining success and retraining the brain - Practical tools and insights for business owners to achieve work-life balance.

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...
Chris Chapman ON: The Importance of a Bigger Purpose and Self Awareness when Building Wealth.

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...
Kristin Ramlal ON: Insights from a 20-Year Wealth Management Expert on Maximizing Your Wealth.

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...
Mario Bekes ON: The Importance of Information in Combating Fraud.

In this episode, Dustin interviews Mario Bekes, founder of Insight Intelligence Group, about his background and his passion for protecting people from fraud and ransom. Mario talks about his upbringing in a communist household as well as his experience in the military and how it led him to start his own company. He emphasizes the importance of information as the most valuable commodity and advises clients to know their sources and validate information before making decisions. Mario also discusses the risks associated with cryptocurrency investments, phone scams, and hacking attempts, urging listeners to be vigilant and not fall for common...
Fatima Zaidi ON: The Future of Audio and Why Podcasting is a Content Medium You Can't Ignore

In this episode, Dustin interviews Fatima Zaidi, founder and CEO of Quill Inc and CoHost. Fatima shares her insights on podcasting and business, discussing topics such as monetization, audience growth, and the value of branded podcasts. She emphasizes the importance of analytics and engagement metrics for monetizing a podcast and attracting sponsors or advertisers. Fatima also notes that podcasting is about reaching a niche, specific, and highly engaged audience. The conversation also touches on the evolution of podcast content and the importance of staying focused on the original brand and audience. Fatima Zaidi is the Founder and CEO at Quill...
Reviewing Strategies to Achieve Your Business Goals.

In this episode, Dustin Recaps all the strategies explained in this mini-series; Cash flow of your corporation, insurance ownership, staff retention, whisper strategies, and fees on investments in your corp. If you found this episode helpful share it with a friend and leave a review. For more information visit servissweath.com
The Key to Mastering Your Finances and Achieving Your Dreams.

In this episode, Dustin discusses financial strategy and efficiency. He emphasizes the importance of having a plan and monitoring progress toward financial goals. He shares a personal story about achieving a financial goal by laying out a spending accelerator and monitoring progress. He suggests taking at least one hour a year to lay out a financial plan and meet with an advisor if necessary. He adds that it's important to have a big-picture goal in mind and regularly assess progress toward that goal. Dustin also discusses the concept of a law corp and holding company for financial management.The 3 POWS o...
Creative Strategies to Boost Employee Productivity and Happiness.

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...
Insider Tips for Incorporating Life Insurance into Your Law Corporation.

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.T...
How to Save Thousands on Taxes Using Incorporation Strategies.

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 wi...
The Glow Zone, A New Way to Measure Success.

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...
Unlocking Financial Wellness: Strategies for Success.

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 wha...
Utilizing Social Media Marketing To Generate More Clients, More Cash, And More Energy Within Your Business With Kelsey Reidl.

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 t...
Using Gold Investments To Create Secure Wealth Within An Ever Changing Global Economic Environment With Stephen Flood, CEO of GoldCore.

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...