Building Us

Giving Principle

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In this episode of Building Us podcast, co-hosts Erik Garcia, CFP® and Dr. Matt Morris, LPC, LMFT talk about the significance and values of giving, the purpose it gives to everyone, and how it creates a healthy relationship with money.

Episode Highlights:

  • Matt says that Erik is a generous person and a wise financial adviser. (00:41)
  • Why is giving our personal finances a part of a prudent financial plan? (00:53)
  • Erik shares that value can be instilled to most people from their culture, and faith like giving to others. (3:02)
  • Erik mentions that helping others is a universal human trait. (3:27)
  • Erik says that giving is not a magical thing nor a vending machine. (3:41)
  • Erik says that when we start to give, it forces us to think outside of ourselves. Instead, it forces us to think about the needs of others. (4:23)
  • Erik shares that people can save more when they become conscious of how they spend and manage their money. (5:54)
  • Giving facilitates a certain degree of having healthy relationships with money. (9:12)
  • Does money change our relationship with the people around us? (10:17)
  • Matt talks about the gift he gave to his wife. (11:25)
  • How can we give someone else an opportunity? (12:58)
  • Is there a limit to what you would encourage people to give? (15:36)
  • Erik shares the saying CS Lewis said that stuck to his mind. (16:30)
  • What does Erik think about families and couples who give? (20:42)
  • Erik says that we live in a land of abundance. (30:00)

    • Key Quotes:

    • “We have to think of ourselves and think of our own, to a certain degree to reach certain goals.” - Erik Garcia, CFP®
    • “We start to see money not as just a tool to advance ourselves, but as a tool to advance others.” -  Erik Garcia, CFP®
    • “Giving changes our relationship to money but, it also changes our relationship to others.” -Dr. Matt Morris, LPC, LMFT

      • Resources Mentioned :

      • Erik Garcia, CFP®
      • Dr. Matt Morris, LPC, LMFT
      • Garcia Financial Group
      • Matt Morris & Associates
        • ...more
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        Building UsBy Dr. Matt Morris LPC & LMFT, Erik Garcia CFP®
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