Money Mindset

051. Your true Values can enhance overall financial and health wellbeing


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Understanding your true values is a powerful step towards aligning your career, financial choices, and overall well-being. When your actions reflect what genuinely matters to you, you experience greater fulfillment, less internal conflict, and a deeper sense of purpose.

1. How to Find Your True Values

Values are your fundamental beliefs and principles that guide your decisions and actions. They're often implicit, so the goal is to make them explicit.

Exercises to Discover Your Core Values:

  • Reflect on Peak Experiences:
  • Consider Moments of Discomfort or Anger:
  • Identify Your Admirations:
  • Imagine Your Ideal Life/Funeral:
  • Funeral Exercise (Adapted from Acceptance and Commitment Therapy - ACT):
  • Review a Values List:
  • Connect to Your "Money Story"

2. Assimilating Values to Overall Financial Health
  • Set Value-Based Financial Goals:
  • Create a Purposeful Budget:
  • Prioritize Expenses
  • Reduce Non-Value Expenses:
  • Practice Mindful Spending:
  • Engage in Ethical and Values-Aligned Investing:
  • Plan for the Future with Intention:
  • Regular Review:
3. Assimilating Values to Overall Well-being Health

Well-being encompasses mental, physical, emotional, and social health. Aligning your values here creates a deeply fulfilling life.

  • Career Choices:

  • Time Allocation:

  • Relationships:

  • Self-Care:

  • Contribution and Purpose:

  • Resilience:

By actively identifying your values and consciously weaving them into your financial and lifestyle choices, you build a life that feels authentic, meaningful, and genuinely fulfilling, leading to holistic well-being.

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Money MindsetBy MarK Perkich