The Path to True Wealth w/ Matt Ludmer (RWH074)

In this episode, William Green speaks with Matt Ludmer, the founder & CEO of Aligned Wealth Management. Matt is a financial adviser to wealthy individuals & families, including clients who have entrusted him with tens or even hundreds of millions of dollars. After decades working on Wall Street, he came to realize he’d misunderstood the meaning of wealth. That revelation led him to write a new book, “The Right Mountain: Practical Wisdom for Achieving True Wealth.” Here, he explores how to build a fulfilling life that includes—& transcends—financial success. What you'll learn here: 00:00:00 - Intro 00:06:19 - How Matt started out shining shoes & selling frozen food. 00:19:19 - Why Matt Ludmer reveres his father as his greatest teacher. 00:24:11 - How he scored an investment adviser job at Morgan Stanley. 00:33:41 - What happens when our hunger for success goes too far. 00:52:14 - How to diagnose where your life is out of balance. 00:55:35 - How loneliness led Matt to create a “heartfelt community.” 01:31:10 - Why many top investors view meditation as a smart investment. 01:35:20 - How to build rich relationships by meeting people where they are. 02:00:50 - How his confidence in stocks is built on a century of data. 02:05:26 - Why it’s psychologically shrewd to divide your assets into three pots. 02:11:36 - Why Matt prefers low-cost ETFs to actively managed funds. 02:13:42 - How to find a career—& design a life—that lights you up. 02:28:01 - Why the ultimate prize is unconditional contentment. Transcript & Guest Info: https://www.theinvestorspodcast.com/richer-wiser-happier/true-wealth-w-matt-ludmer/ Inquire about William Green’s ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Richer, Wiser, Happier Masterclass⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: https://williamgreenwrites.com/masterclass/ ▶️ Related Episodes: - How To Be Happy, Calm & Focused w/ Tsoknyi Rinpoche & Daniel Goleman: https://youtu.be/rwkqDBYGynw - Sustainable Excellence w/ Daniel Goleman: https://youtu.be/kLogc1pBUp0 - How to Build Resilient Wealth w/ Matthew McLennan: https://youtu.be/v0t7eC-CHfQ 📖 Books Mentioned: - The Right Mountain by Matt Ludmer: https://amzn.to/4sb3XUr - Think and Grow Rich! by Napoleon Hill: https://amzn.to/3VCLd41 - Commentaries on Living by Krishnamurti: https://amzn.to/3U0Ddcj - The Number by Lee Eisenberg: https://amzn.to/4yZ22oA - Why We Meditate by Daniel Goleman & Tsoknyi Rinpoche: https://amzn.to/4ylpTNN - Emotional Alchemy by Tara Bennett-Goleman: https://amzn.to/4saxbme - Richer, Wiser, Happier by William Green: https://amzn.to/4B5Bjbl Listen to our episodes here: https://open.spotify.com/show/28RHOkXkuHuotUrkCdvlOP Visit our website: https://www.theinvestorspodcast.com/the-investors-podcast-show/ Free PDF: Investing for Beginners: 4 Principles of Stock-Picking: https://www.theinvestorspodcast.com/subscribe-youtube/ ⚠️ Disclaimer: This show is for entertainment purposes only. Before making any decisions consult a professional. This show is copyrighted by The Investor's Podcast Network. Written permission must be granted before syndication or rebroadcasting. #MattLudmer #TrueWealth #FinancialFreedom #Investing #PersonalGrowth

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