Redefining Financial Success More Than “Enough” with Trent Booth

Envizion More

“I like to redefine altruism as being wildly sold out to the success of others.”

It’s tempting for financial advisors to view their clients’ lives as a number. The whole process tends to revolve around the question, “How much do you need to retire?”

To retire to what? What’s the purpose of having “enough” if you don’t know YOUR purpose?

And what if the answer to that question changes your answer to the question of enough?

In today’s conversation, Wayne is joined by Trent Booth of Veritas Leadership Group to explore stories of families who are redefining success when it comes to their finances.

When you have clarity on your vision, you stop living for “enough”–and start living for something more.

Key Highlights

• 00:00 Stewardship as accountability and blessing
• 03:50 Core values guide your financial decisions
• 14:15 How identity drives behavior
• 25:30 Aligning lifestyle with a generational vision
• 32:10 Stewardship beyond wealth: time and talent
• 44:20 Living from a place of purpose, not fear
• 1:12:40 Integrating values with financial planning
• 1:35:40 Challenging fear-based financial narratives

Key Links

• Envizion More: http://www.EnvizionMore.com
• Vizionary Wealth: http://www.VizionaryWealth.com
• Our Facebook: https://www.facebook.com/VIZIONARYWEALTH
• Wayne’s LinkedIn: https://www.linkedin.com/in/waynewagnerjr/
• Disclosures: http://www.VizionaryWealth.com
• Veritas Leadership Group: https://www.veritasleadershipgroup.org/

• Veritas Leadership Group: https://www.veritasleadershipgroup.org/

• Trent's LinkedIn: https://www.linkedin.com/in/trentbooth/

Production & Marketing by Evergreen Financial Marketing, a specialized firm for financial advisors and RIAs. https://www.evergreenfm.com/