RWH074: True Wealth w/ Matt Ludmer

You're listening to TIP. Hi there, it's wonderful to see you again on the Richer, Wiser, Happier podcast. I'm particularly excited about today's episode because it's a long-awaited opportunity to introduce you to someone who's been a really important figure in my life since we first became great friends. About eight years ago. His name is Matt Ludmer, and he runs a wealth management firm called Aligned Wealth.

Which helps sophisticated, high net worth clients build long-term wealth in a very simple, low stress way that tries to give them the freedom and spaciousness to concentrate on what matters most to them. As you'll hear, Matt's focus is on building a life that's Truly rich in every dimension. Which obviously goes way beyond money. That's also the focus of his new book, which I have right here, which comes out this week.

It's titled The Right Mountain, and the subtitle is Practical Wisdom for Achieving True Wealth. I'm not by any means an impartial observer because I worked very closely with Matt and his co-author Christian K on this book. Over several years, ultimately serving as their editor. But I have no doubt at all that you'll find Matt's insights extremely valuable, both in the book and in today's discussion. But before we get to our conversation.

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