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True Wealth Assessment

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Everyone has their own unique relationship with money. Take this quiz to uncover the unconscious beliefs and emotional patterns that can drive your financial decisions. 

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Takes 2-3 minutes.

Money Personality Quiz

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True Wealth isn’t just about your financial portfolio. It encompasses everything that makes life rich and vibrant. Take the assessment to see where you are on your journey.

Takes 7-8 minutes.

1 min read

Enjoying a Rich Life: Our 100th Episode Celebration with Janet T. Planet, Graham Veysey, and Brian Gast

Enjoying a Rich Life: Our 100th Episode Celebration with Janet T. Planet, Graham Veysey, and Brian Gast
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For a special 100th episode conversation on what true wealth looks like when it's fully lived, we’re joined by Janet T. Planet, Principal and Founder of INTERPLANETARY INC; Graham Veysey, Principal of North Water Productions and Developer, Hingetown; and Brian Gast, President of Quadrant Corp. These three returning guests from our True Wealth Retreat in Palm Springs, California, share how their definitions of wealth have evolved, and what it takes to design a life that's genuinely rich.

 

Key Takeaways:

  • 00:00 Introduction.

  • 01:40 True wealth is multidimensional, not a single currency or destination.

  • 03:30 A Palm Springs retreat gives Graham and his wife the courage to plan a six-week family trip to Jaipur.

  • 06:00 Janet turns 50 and starts designing her financial life with the same intentionality she brings to creativity.

  • 10:00 Brian takes his family to Japan. He discovers a scarcity lens driving his fears about global events, AI, and financial stability.

  • 13:00 True wealth shows up as generosity, presence, and freedom from cheap cultural substitutes.

  • 17:00 Younger generations are skeptical of the accumulate-and-retire model and want meaning now.

  • 18:00 Janet argues that the financial foundation is what makes creative freedom sustainable.

  • 25:00 Modeling all three corners of the true wealth triangle is the most powerful thing parents can do.

  • 27:00 A world brimming with true wealth means more fulfillment, stronger communities, and less global anxiety.

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.


 

“True wealth is the things we feel fulfilled by, as opposed to the perception we're trying to achieve because of outside factors.”
- Graham Veysey

 

Connect with the guests:

Janet T. Planet: Janet's LinkedIn | INTERPLANETARY INC
Graham Veysey: Graham's LinkedIn | North Water Productions
Brian Gast: Brian's LinkedIn

Connect with Nathan Mersereau:

Phone: 248-645-1520 
Email: nathan.mersereau@planningalt.com
LinkedIn: Nathan Mersereau
Address: 255 S Old Woodward, Suite 310
Birmingham, MI 48009