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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.
“Everyone has a story to tell, and there's very few people willing to listen. I would like to be the listener of the stories. That's where the magic happens.”
- Jim Walberg
Resources Mentioned:
Connect with Jennifer Garrison, Assistant Professor at Buck Institute for Research on Aging
LinkedIn: https://www.linkedin.com/in/drjennifergarrison
LinkedIn: https://www.linkedin.com/company/buck-institute-for-research-on-aging
Connect with Nathan Mersereau:
Phone: 248-645-1520
Email: nathan.mersereau@planningalt.com
Twitter: @NathanMersereau
LinkedIn: Nathan Mersereau
Address: 255 S Old Woodward, Suite 310
Birmingham, MI 48009
