The Picture of Wealth

10 Episodes
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By: Dustin Serviss

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
#143
01/18/2024

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.


Dustin's Book - Chapter Fourteen + Key Takeaways
#142
01/15/2024

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...


Dustin's Book - Chapter Thirteen
#141
01/11/2024

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...


Dustin's Book - Chapter Twelve
#140
01/08/2024

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
#139
01/04/2024

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
#138
01/01/2024

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
#137
12/28/2023

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
#136
12/25/2023

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
#135
12/21/2023

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
#134
12/18/2023

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...