Podknife - Seth Streeter - Money with a Mission by Standard Deviations with Dr. Daniel Crosby

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Seth Streeter - Money with a Mission

Podcast |: Standard Deviations with Dr. Daniel Crosby
Publisher |: Dr. Daniel Crosby
Media Type |: audio
Podknife tags |: Interview,; Investing,; Personal Finance,; Psychology,; Science & Medicine
Categories Via RSS |: Education
Publication Date |: Apr 14, 2022
Episode Duration |: 00:36:50

Description
iTunes Summary

Tune in to hear:

- What are some of the flimsy tethers in peoples’ lives that keep them from achieving financial greatness?

- If an advisor’s number one job is not to make you money, what might it be?

- What are the 11 different dimensions of wealth that Seth’s firm lays out? How did he arrive at these?

- How do these provide a helpful framework for clients during times of crisis?

- How do you balance giving your children a great amount of access without spoiling them or diminishing their self-reliance?

- Should we talk with our children about our income level and our net worth?

- Is it a reality for anyone other than those who are already wealthy to switch from a job that’s making them miserable to a more fulfilling, but potentially lower paying, position?

- How can advisors best support their clients during divorce and other hard times? What is the appropriate level of intervention or closeness in these cases?

https://missionwealth.com/

https://www.youtube.com/watch?v=qHNhNjNwGVY

Compliance Code: 0561-OAS-4/4/2022

This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby speaks with Seth Streeter of Mission Wealth. Seth Streeter is the Chief Impact Officer and founder of Mission Wealth, a leading wealth management company that specializes in comprehensive financial planning and investment advisory services for high net worth individuals across the country. A thought-leader in the area of conscious financial planning, Seth helps people reframe their perspective of wealth beyond just the financial so that they can enjoy more balanced, impactful, and fulfilled lives. Seth’s visionary work is shown in the development of the Inspired Living service offering at Mission Wealth. Since 2015, Seth has been creating this experiential program for Mission Wealth clients, YPO executive groups and for the general public. Seth’s unique and impactful message about living an inspired life, with purpose, balance and well-being, has led him to become a sought-after speaker. In 2016, Seth was asked to speak on the TEDx Stage to share his powerful message on Redefining Wealth. In 2017, he was chosen to speak and facilitate at the Young Presidents’ Organization (YPO) Global Leadership Conference. In 2018, his four day International YPO event, Developing Your 3.0 Vision for Life, won the ‘Most Impactful Learning Event of the Year’ globally. In 2019, this same event won perfect 5 out of 5 scores from all attendees for the second year in a row. Seth has become an in demand resource for financial industry media and programs, such as Fidelity Fin Point, Registered Investment Advisors Insights, Beyond Capital, Mercer, Between Now and Success with Steve Sanduski, Forbes, Mercer Capital, Becoming Referable podcast with Julie Littlefield, The Independent, Mitch Anthony, and First Clearing. View more media. Seth resides in Santa Barbara, CA and loves being an active father with his two teenage children. He enjoys travel, connecting with fascinating people, continuous learning and a constant pursuit of finding the world’s best chocolate chip cookie.