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

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