On this episode, we’re joined by Jim Walberg, Realtor at Compass, who shares his profound insights on wealth, purpose, and the power of service. Jim's story is marked by transformative health experiences, a commitment to being of service, and a unique perspective on what true wealth means.

Key Takeaways:

(02:30) Jim reflects on his early career and the shift from employee benefits to real estate. 

(03:29) A life-changing prostate cancer diagnosis at 53 reshaped Jim’s outlook. 

(06:07) Jim recounts his near-death experience during surgery and the message he received.

(07:43) The importance of being present and listening to understand rather than interrupt. 

(08:51) Jim approaches real estate as a way to serve families during pivotal financial decisions. 

(14:17) The concept of ‘enough’ and resisting the pressure to accumulate wealth. 

(16:24) Family trust planning and creating meaningful experiences over leaving wealth. 

(19:04) Overcoming recent health challenges and recommitting to his purpose.

Resources Mentioned:

Jim Walberg https://www.linkedin.com/in/jimwalberg/

Compass https://www.linkedin.com/company/ballast-realty-group/

“Die With Zero” by Bill Perkins https://www.diewithzerobook.com/welcome

“Wealth in Families” by Charles W. Collier https://www.charlescollier.info/book

 

Thanks for joining us for the latest episode of “Day in a Canoe.” If you enjoyed this episode, please leave a 5-star review, and be sure to subscribe so you never miss any of our insightful conversations.

If you’d like us to help you define what true wealth means to you, go to www.planningalt.com and take our assessment.

 

Planning Alternatives is an investment advisory firm registered with the Securities and Exchange Commission. Any opinions expressed may not reflect those of Planning Alternatives. #FinancialPlanning #PersonalGrowth #EntrepreneurshipInsights #FamilyWealthManagement #Work-LifeBalance