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What if you didn’t need to scale, hustle, or chase more to build a meaningful life?
In this grounded and deeply human conversation, Drew sits down with his uncle Dave—a financial advisor who quietly built a 30-year business by doing things differently. No office. No ads. No ambition to scale. Just long-term relationships, flat fees, and showing up at his clients' kitchen tables.
Dave shares what it was like to walk away from a safe, high-paying job to make $6,000 in his first year. He explains how he coached clients through the 2008 crash without losing their trust—or his own peace of mind. And he reveals why he stopped accepting new business at 55, choosing intentional decline over endless expansion.
They explore:
Featuring Dave Haney—mentor, husband, father, and a man who redefined success by living it.
Listen in to hear the quiet power of a life built on purpose, not pressure.
You’ve built the life everyone else wanted. Now it’s time to ask what you want.
Thanks for being with us on The Other Side of Enough.
This isn’t the end of the conversation—it’s the beginning of your next summit.
5
77 ratings
What if you didn’t need to scale, hustle, or chase more to build a meaningful life?
In this grounded and deeply human conversation, Drew sits down with his uncle Dave—a financial advisor who quietly built a 30-year business by doing things differently. No office. No ads. No ambition to scale. Just long-term relationships, flat fees, and showing up at his clients' kitchen tables.
Dave shares what it was like to walk away from a safe, high-paying job to make $6,000 in his first year. He explains how he coached clients through the 2008 crash without losing their trust—or his own peace of mind. And he reveals why he stopped accepting new business at 55, choosing intentional decline over endless expansion.
They explore:
Featuring Dave Haney—mentor, husband, father, and a man who redefined success by living it.
Listen in to hear the quiet power of a life built on purpose, not pressure.
You’ve built the life everyone else wanted. Now it’s time to ask what you want.
Thanks for being with us on The Other Side of Enough.
This isn’t the end of the conversation—it’s the beginning of your next summit.
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