Next Peak Podcast

Financial Literacy with Marielle Schurig, CFP®, CDFA Vice President - Wealth Management at UBS Financial Services

April 13, 2021 Season 3 Episode 13
Next Peak Podcast
Financial Literacy with Marielle Schurig, CFP®, CDFA Vice President - Wealth Management at UBS Financial Services
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Next Peak Podcast
Financial Literacy with Marielle Schurig, CFP®, CDFA Vice President - Wealth Management at UBS Financial Services
Apr 13, 2021 Season 3 Episode 13

Welcome to Season 3 of the Next Peak Podcast, where we help you redefine what success looks like for you and share strategies, tools, and stories to help you climb your next peak. 

Today Marielle Schurig joins Clint Herndon to help redefine how we see finances and wealth management. Marielle is a Wealth Advisor, Speaker, and Educator and featured in Bloomberg, USA Today, On Wall Street, and more. She is the also the Vice President of Wealth Management at UBS Financial Services. Marielle's top 3 tips to redefine success for yourself financially are:  

  1. Understand your money story
    •  What are your money beliefs, and how do they play out in your life? 
    • Are your money beliefs helping, hurting, or holding you back?
  2. Set specific goals
    • What do you want for your future?
    • What does your perfect life look like?
    • How does money play a role in that?
    • Write down your goals, make a plan. 
    • Build habits that will support your desired future.
  3. Want to learn. Surround yourself with people who are motivated and encourage your growth.
    • Knowledge is a lifetime pursuit
    • You need to be growing to develop yourself.
    • Your net worth will not exceed your personal development. 

Connect with Marielle on LinkedIn
Marielle's book recommendations:


If you got something out of today's episode, please subscribe, share it with a friend and leave us a review. You can find us on www.nextpeakpodcast.com. If you want to connect with Dr. Parker Houston, you can find him at www.leadyoufirst.com. Sign up for his weekly blog to receive some research-based tools that will help you transform your work and your life. 

Show Notes

Welcome to Season 3 of the Next Peak Podcast, where we help you redefine what success looks like for you and share strategies, tools, and stories to help you climb your next peak. 

Today Marielle Schurig joins Clint Herndon to help redefine how we see finances and wealth management. Marielle is a Wealth Advisor, Speaker, and Educator and featured in Bloomberg, USA Today, On Wall Street, and more. She is the also the Vice President of Wealth Management at UBS Financial Services. Marielle's top 3 tips to redefine success for yourself financially are:  

  1. Understand your money story
    •  What are your money beliefs, and how do they play out in your life? 
    • Are your money beliefs helping, hurting, or holding you back?
  2. Set specific goals
    • What do you want for your future?
    • What does your perfect life look like?
    • How does money play a role in that?
    • Write down your goals, make a plan. 
    • Build habits that will support your desired future.
  3. Want to learn. Surround yourself with people who are motivated and encourage your growth.
    • Knowledge is a lifetime pursuit
    • You need to be growing to develop yourself.
    • Your net worth will not exceed your personal development. 

Connect with Marielle on LinkedIn
Marielle's book recommendations:


If you got something out of today's episode, please subscribe, share it with a friend and leave us a review. You can find us on www.nextpeakpodcast.com. If you want to connect with Dr. Parker Houston, you can find him at www.leadyoufirst.com. Sign up for his weekly blog to receive some research-based tools that will help you transform your work and your life.