Rebecca Rothstein, Top Wealth Advisor

Rebecca Rothstein (0:00)

When you leave an hour with me, having a conversation with me about your money, I know everything about you. I know what your goals are, I know what your ambitions are, what your potential to make money is. I know what you're doing with your money now. I know how to amend what you're doing with your money now.

And these are things that we do because I've had 30 years in my chair.

Michael Gervais (0:30)

All right, welcome back or welcome to the Finding Mastery podcast. I'm Michael Gervais. And by trade and training, I'm a sport and performance psychologist and the co-founder of Compete to Create, which is a joint venture with Coach Pete Carroll. He's the head coach of the Seattle Seahawks, and we're having a blast building that company right now. But the idea behind these conversations is to learn from people who are on the path of mastery to better understand what they are wrestling with, what they're searching for, what they're driven by. And then we also wanna dig to understand their psychological framework and the mental skills that they use to build and refine their craft.

I wanna take a minute here to announce a really exciting event that we have coming up. As you continue to navigate the challenges and opportunities of 2024, I wanna pose a question. What are you doing right now to be great with stress? How are you working with stress on your pursuit towards your most important ambitions and goals? And I just wanna get right to the heart. Of the key elements, one in particular for what it takes to excel in today's high heat, high stakes world. Because stress is not the problem that we think it is. Stress is a synonym for change. And our ability to be agile with change, that is the real opportunity at hand. So if you're wanting to unlock extraordinary results and sustainable performance in your life, it's not about avoiding or reducing stress. And as simple as that sounds, it's very tricky to do. But it is about fundamentally changing your relationship with it.

And that's why I'm so thrilled to invite you to a special event. It's a free virtual event that we're offering. And it's called The Power of Embracing Stress. It's on Wednesday, March 6th at 2 p.m. Pacific. So to sign up, just head over to findingmastery.com/training, whether it's advancing in your career or improving your health or cultivating stronger relationships, I think a new approach to stress can be one of the most powerful unlocks for you and your life. So join us for this free virtual training, The Power of Embracing Stress, on Wednesday, March 6th at 2 p.m. Pacific.

Go to findingmastery.com/training to sign up. Once again, it's findingmastery.com/training. And I'm really excited to see you there.

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Now, this week's conversation is with Rebecca Rothstein, a private wealth advisor focused on helping high net individuals, families and institutions pursue their financial goals, phenomenal. And she does it through a combination of skills, wealth management, tax minimization, and legacy planning services. So in 2017, Forbes named Rebecca one of America's top wealth advisors, and this year she was recognized as the number one top women's wealth advisor. So we're fortunate to get her wisdom inside of this podcast and conversation. I hope this conversation does her justice because she really does understand a lot. The path that she's led and the insights that she has, there's gold dust littered throughout this conversation.