Ep. 188 Building an Ideal Life: Financial Planning, Community Impact, and Leadership with Justin Peek

In this episode of Carlsbad People, Purpose & Impact, Carlsbad Chamber President & CEO Bret Schanzenbach sits down with Justin Peek, Founder and CEO of Peak Wealth, for a conversation that goes far beyond investments and retirement planning.Justin shares his journey from immigrant roots and entrepreneurial family influences to building a thriving wealth management practice focused on helping clients design and live their ideal lives. He discusses why traditional financial planning often misses the bigger picture, emphasizing that true financial success is about aligning money with personal values, relationships, purpose, and long-term significance.The discussion explores the evolving role of financial advisors in the age of AI, the importance of protecting and preserving generational wealth, and how families can intentionally create lasting impact through philanthropy and community engagement.Throughout the conversation, Justin highlights the unique advantages of living and doing business in Carlsbad, while encouraging leaders to invest not only in their financial futures but also in the strength and vitality of their communities.Key TakeawaysFinancial planning should begin with life goals, not investment products.True wealth includes time, relationships, health, and significance.Technology and AI will enhance professional advice, not replace trusted advisors.Building wealth requires strategy; preserving wealth requires values.Business leaders have a responsibility to invest in the communities that support their success.Local philanthropy creates measurable impact and strengthens regional quality of life. Did this episode have a special impact on you? Share how it impacted youCarlsbad Podcast Social Links:LinkedInInstagramFacebookXYouTubeSponsor: This show is sponsored and produced by DifMix Productions. To learn more about starting your own podcast, visit www.DifMix.com/podcasting