Finding Mastery: Conversations With Michael Gervais

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 decisionsHow wealthy people leverage a mindset