Planning for Future Wealth with Al Zdenek: Lead to Succeed 36

In this episode, Naphtali interviews Al Zdenek, Chairman of Traust Sollus and an expert in financial planning. Al talks about how to develop a winning strategy for wealth building and how to put together a successful team. He also shares important leadership tips that are sure to make you a better leader. Tune in this to enlightening episode which is sure to give you some great insights on how to better manage your finances and so much more!

Podcast Highlights:

  • 00:57 – Naphtali introduces Al Zdenek
  • 02:17 – Al shares how he helps folks achieve financial independence and help them lead the life they want to lead
  • 03:55 – Discussing the discomfort that people face when they are taking actions to streamline their finances
  • 04:32 – What is one common tendency among people that is detrimental to financial planning?
  • 06:26 – Why is it critical to surround yourself with a team of reliable financial experts?
  • 08:27 – What are some litmus tests for telling apart a reliable financial expert?
  • 12:01 – Who can do a better job of managing your finances – a team player or a content expert? And, why?
  • 13:34 – What is a common myth that folks have about financial planning industry?
  • 14:54 – Al shares how a near bankruptcy led him to start his financial planning career
  • 18:10 – What about Al do differently if he were to start off again as a 25 year old?
  • 19:42 – Learn about the weakest moment in Al’s professional career; what did Al learn from this experience?

Rapid Fire:

  • 23:17 – The worst mispronunciation of your last name? z-a-n-a-k-i
  • 23:38 – A personal hobby or past time Anthropology
  • 24:11 – Something fun to do in New York City that few people know about Nooks and corners of Old New York with historical significance
  • 24:47 – Favorite Holiday Christmas

Connect with Al:


  • 25:16 – Take the FREE financial assessment on Al’s website
  • 25:41 – Life’s Final Lesson – No matter how dark the hour is, take a minute to count your blessings and good fortune

Interesting fact:

Only 8% of the world’s currency is actual physical money. The rest is digital money that exists on computers.

Leadership quote:

A good plan, violently executed now, is better than a perfect plan next week.
— George S. Patton


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