Communication, Financial Education and Leaving a Lasting Legacy with Al Zdenek

Communication, Financial Education and Leaving a Lasting Legacy with Al Zdenek

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In this episode, I interview Al Zdnenek, an entrepreneur and leader in the wealth management industry. Al discusses the importance of asking for help and accepting support, as well as the value of trust and responsibility in business and personal relationships. Al emphasizes the need for effective communication, both with others and with oneself, and highlights the difference between responsibility and accountability. He also touches on the challenges faced by entrepreneurs and the importance of learning from setbacks.

In this conversation, Al Zdenek discusses the importance of effective communication and financial literacy. He emphasizes the need to start with internal communication and being accountable for one’s actions. Al shares a personal story about resolving a conflict between his son and a family friend, highlighting the importance of addressing communication issues to prevent future problems. He also provides insights on mastering cash flow and suggests seeking help from professionals and coaches to improve financial literacy. Al talks about his involvement with a nonprofit organization that provides financial education to inner-city children and his upcoming app, Servat, aimed at teaching financial literacy to Gen Z. He emphasizes the importance of leaving a lasting legacy by helping others and inspiring them to make a positive impact on the world.

Al is an entrepreneur in business and a leader in the Wealth Management industry for more than 40 years. He is a Personal Financial Specialist (PFS) and Certified Public Accountant (CPA). He is the author of the bestselling books “Master Your Cash Flow: The Key to Grow And Retain Wealth” and “Master Your Business Cash Flow: Grow The Company You Love, Live The Life You Want Now”, and is a prolific writer on social media. He has also co-authored a 400-year genealogy of his family.

A founder of many companies, Al recently co-founded a financial education company, Servat, LLC. Over the years he has appeared in lists of the nation’s top financial and business advisers and has been quoted in the NY Times, WSJ, Forbes, USA Today, U.S. World News Report, and many others. He has lectured on financial and business planning and investment management across the country and has served on many public and private boards. Al also had the pleasure of serving as a councilman and police commissioner in Flemington, NJ. He is listed at International Who’s Who of Entrepreneurs. Al’s hobbies include playing classical piano, writing, traveling, wine, cooking, reading, genealogy, and appreciation of art. He also spends time supporting charitable causes such as the Inner-City Scholarship Fund of New York City, and mentoring entrepreneurs. He is privileged to live in NYC, Paris, and Miami.