Brian Werdesheim

Brian Werdesheim, an expert financial advisor and founding member of the Summa Group at Stifel Financial Corporation, delves into the emotional connections we have with money. He challenges listeners to define what 'enough' means beyond just financial metrics. The conversation highlights the crucial role of values in financial decisions and emphasizes the mindset wealthy individuals adopt to grow their wealth intentionally. Brian also offers practical steps to align finances with personal dreams, fostering a healthier, more meaningful relationship with money.