Join us in part 2 of our conversation with financial advisor Dave Zoller as we dive deep into transforming your relationship with money and achieving financial well-being. Dave shares wisdom on maintaining a balanced focus, avoiding the pitfalls of comparing oneself to others, and embracing gratitude in financial matters. We explore the importance of a servant mindset learned from influential figures, and discuss strategies for a fulfilling retirement. Dave offers an innovative perspective on the future role of AI in financial advising while emphasizing the enduring significance of human connections. This episode promises to reshape your financial mindset and inspire a holistic approach to wealth.
0:00 The Importance of Money and Stewardship
0:34 Introducing Dave Zoller: Wisdom and Friendship
1:19 Understanding Stress and Anxiety in Our Relationship with Money
3:41 The Comparison Trap and Social Media
5:01 A Healthy Relationship with Money
7:41 Gratitude in Financial Matters
9:08 Learning from Mentors and Role Models
10:53 Keys to a Successful Retirement
11:26 The Concept of Fulfillment
12:05 Retirement and Finding Purpose
14:29 The Three C's of Retirement
15:56 Future Prospects and AI
17:57 The Importance of Connection
19:58 Adapting to AI in Financial Advising
21:46 Personal Reflections and Closing Thoughts
Watch on Youtube: https://www.youtube.com/playlist?list=PL9Rjx6d1QgpnT8gdDHyTJFi9naisYjt1A
Connect with Dave Zoller
// Instagram: https://www.instagram.com/streamlinemypractice/
// LinkedIn: https://www.linkedin.com/in/davezoller/
// Dave Zoller Website: https://streamlineplanning.com/
Connect With Tim Meisenheimer
➡️ https://www.instagram.com/tim.meisy
➡️ https://www.linkedin.com/in/meisy
Our mission at Wealth Beyond Riches is for you to reclaim your relationship with work and money. This is not another personal finance show about how to hack your way to riches. We cover the deeper dimensions of finance. These guests have thought long and hard about their relationship with work and money, so they can leverage their purpose and calling to have a greater impact on the world. The goal is that you hear something that moves your life 1% closer to your true purpose.
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