How To Make Money… 3 Proven Actions to Build Wealth | Brian Werdesheim

Finding Mastery with Dr. Michael Gervais

Dr. Michael Gervais

Sport Psychology, Finding Mastery, Mental Health, Mindfulness, Business, Self Help, Michael Gervais, Health & Fitness, Mindset, Psychology, Self-improvement, Education

4.7 • 1.7K Ratings

🗓️ 13 August 2025

⏱️ 71 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

How do you know when you have “enough” money—and what does that mean for how you live?

In this episode of Finding Mastery, we sit down with Brian Werdesheim, expert financial advisor and founding member of the Summa Group at Stifel Financial Corporation, to explore the deeply personal and emotional relationship we have with money.

Brian goes beyond numbers and spreadsheets, asking the questions that matter: What are your dreams? Your values? Your full life story? This conversation will challenge you to rethink your approach to wealth—not just as a goal, but as a means to a meaningful life.

Together, we reveal why saving alone isn’t enough and unpack the mindset wealthy people use to grow money with purpose. This conversation invites you to define what “enough” truly means—beyond finances—and build a healthier relationship with money that serves your whole life.

In this conversation, you’ll learn:

Why understanding your values is critical before making financial decisions
How wealthy people leverage a mindset beyond just saving
The role of clarity in defining “enough” for your life, not just your bank account
The emotional challenges and opportunities in investing for the future
Practical steps to align your money with your dreams and daily living

Tune in to hear Brian’s unique approach and rethink your relationship with money in a way that serves your whole life.

Links & Resources

Subscribe to our Youtube Channel for more conversations at the intersection of high performance, leadership, and wellbeing: https://www.youtube.com/c/FindingMastery

Get exclusive discounts and support our amazing sponsors!

Go to: https://findingmastery.com/sponsors/

Subscribe to the Finding Mastery newsletter for weekly high performance insights: https://www.findingmastery.com/newsletter

Download Dr. Mike's Morning Mindset Routine: findingmastery.com/morningmindset!

Follow on YouTube, Instagram, LinkedIn, and X

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Transcript

Click on a timestamp to play from that location

0:00.0	If you get in the habit of overspending, you've always got credit card debt at 23%. There's absolutely no way to get ahead. Play that back. If you've got credit card debt, you're not getting ahead. It's impossible. How do you know when you have enough money? And what does that even mean for the way that you live your life? I don't care whether you save $50 or $2,000 a month, but that saving must begin at day one because habits are important.
0:24.4	Good habits are even more important. The ones who really end up with the massive wealth down
0:29.1	the road are not the highest wage earners. It's about how much I'm saving and how well I'm investing.
0:34.0	The power of compounding is the seventh wonder of the world. Welcome back or welcome to
0:37.9	the Finding Mastery podcast, where we dive into the minds of the world's greatest thinkers and doers.
0:43.2	I'm your host, Dr. Michael Jervais, by trade and training, a high-performance psychologist. The idea behind
0:49.0	these conversations is simple, to sit withinaries and learn, to really learn
0:55.2	about how they work from the inside out. I'm stoked to
0:58.2	welcome Brian Werdesim, founding member of the sumo group at
1:01.8	Steeful Financial Corporation. During this conversation, we dive into
1:05.4	the single most important thing wealthy people take advantage of
1:08.5	to grow their money. As you think about your life and you think about where you are, just be mindful of the fact that things are very fluid, they're not standing still. You're going to get to a point to where it's going to become really important to think, what do I do to lock this thing down, but not get too conservative because I've got a lot of life to live and I don't want to have too much life at the end of the money.
1:29.6	And I will tell you that's a mistake that a lot of people make.
1:32.2	I want you to reflect on your own relationship with money.
1:35.3	And what would you change if you defined what enough looks like?
1:38.5	If the listener is paycheck to paycheck, how should they be thinking about money?
1:43.5	The messaging is really simple, Mike. It's like, look.
1:46.9	Wait, hold on you?
1:47.8	Yeah. Think about that.
1:49.6	If you're ready to create a healthier, stronger relationship with money, this is for you.
1:54.2	So with that, let's jump right into this week's conversation with Brian Werdeson.
2:01.1	The views expressed in this podcast are solely those of Brian Werdesign. The views expressed in this podcast are solely those of Brian Werdesign and do not necessarily represent the views of Stiefel.
	...

Please login to see the full transcript.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from Dr. Michael Gervais, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Dr. Michael Gervais and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.