Vacation Daddy: Aligning Your Money with Your Values – A Place of Possibility Podcast

FESCH.TV INFORMIERT:

If we were to ask you, “what is one of your most cherished memories?” Your answer probably wouldn’t have to do with money.

When it comes to investing our money, many of us naturally think of stocks, bonds, real estate, etc. Of course, these investments are smart and productive because we all want to grow our wealth, right? But what about investing in what matters most to you: building family connections, giving yourself permission to take time off work to enjoy life. You know, investing in family time or crossing something off of your bucket list?

If this sounds like something you’re struggling with, you will want to listen to this new episode of A Place of Possibility. We’re sharing insights on recognizing and realigning your values with your money because connection and quality time with loved ones is productive too!

A Glance at this Episode:
0:00 Introduction
3:01 Listen in as Richard and Angela give a Biden Tax Plan update.
8:30 Every financial planning goal tends to start with this conversation. Press play to find out more.
9:29 Does money truly bring you happiness in life? No! So, why is money so important? Let’s discuss.
10:54 You say you want to spend more time with your family but can’t stop working. Sound familiar? Start listening now to hear more about money/value misalignment.
18:08 If you have extra money, think you should constantly save, or are looking for more ways to make it productive, stop. Listen to this.
20:12 Aligning your money with your values is something that you can do no matter what your capital looks like. Here’s how…
23:19 What are some of your most cherished memories? Does this family vacation sound like something your family would do?
28:37 What the heck is a vacation, daddy? It might not be what you think… but maybe you know someone like this!
30:10 Start listening now to hear the real reason behind this shift in mindset.
31:03 Looking to change your mindset too? Here are some ideas.
34:40 We’re using families and vacations as examples to align values and money, but there are A LOT of other ways to do this. Listen here for more tips and strategies.
37:29 What if you haven’t even defined your values yet? No problem, we have some ideas to help.
40:58 So what happens if you realize you’re in a place where your actions aren’t aligned with your behavior, but you’re just stuck?
41:58 Q&A: Should You Buy Travel Insurance?

Our wealth management services provide a place of possibility to help you navigate life transitions and take advantage of unique planning opportunities that leave you feeling calm and confident. We offer solutions based on you and your life, not strategies that make us a quick buck. No matter how life unfolds, we’ll help you connect the dots and always have your back. So get started today by scheduling your FREE 30-minute consultation. | Info@APlaceOfPossibility.com | 925.736.6410

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Looking for speakers who can help navigate life transitions or help build a secure income plan for the next chapter in life? Richard Del Monte and Angela Wright have spoken at dozens of organizations in the greater Danville area and love to contribute valuable information. If you need customized wealth management insights broken down into simple, engaging content specifically for your group, get in touch today.

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