Retire With Purpose - The Retirement Podcast cover image

Retire With Purpose - The Retirement Podcast

397: What is Your "Enough"? How History's Greatest Thinkers View Wealth, Happiness and Money

Oct 20, 2023
Steve Sanduski, financial advisor and author, explores the concept of having 'enough' wealth and its relationship to happiness and fulfillment. Discover the joy of releasing money, the fear of wealth, and the fear-driven nature of politics. Gain insights into understanding your mindset regarding money and the impact of financial goals on your life.
33:04

Episode guests

Podcast summary created with Snipd AI

Quick takeaways

  • Recognize that focusing on genuine human experiences and relationships is essential in finding true abundance and meaning in your financial journey.
  • Shift your view of money from a tool for comfort and security to a means for facilitating genuine human experiences and relationships, finding freedom and focusing on the true meaning of wealth.

Deep dives

The Purpose of a Financial Advisor

Financial advisors have the role of helping clients grow and protect their wealth while also cautioning them against getting too caught up in their wealth and losing sight of their life. The focus should not just be on the accumulation of money, but also on the moral virtues and purpose-driven aspects of life. By recognizing that they have enough and shifting their focus to genuine human experiences and relationships, individuals can find true abundance and meaning in their financial journey.

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