Wealth Beyond Wall Street

Our latest conversation with my friend Jeff Wong peels back the layers, revealing how a pastor's son navigates the complexities of wealth, career choices, and the undercurrents of personal values that have steered his life's voyage.

Have you ever pondered the tightrope walk between financial aspirations and the core convictions that make you, well, you? From a fresh business school graduate cutting his teeth at Charles Schwab to his journey through Wall Street, we examine the interplay of faith, finance, and the introspection that accompanies managing others' fortunes.

As we wrap, we don't just tally up net worth, but the worth netted from friendships, community, and those quiet moments of self-reflection. Jeff shares the wisdom he'd impart to his younger self, advocating for a life rich in experience rather than just riches. We toast to the bonds that sustain us, like my own with Jeff. I invite you to reflect on the wealth of relationships in your life as we explore what brings us true contentment.

Thank you for listening!

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