If I were to ask you what you value about money, would you be able to answer? Your values are the things that are most important to you. Ultimately, they motivate and guide your decisions. As you grow up, your values may change, but by adulthood, our values are, typically, cemented as a part of our core selves. With that being said, it’s not always easy to unearth our true values and put them into words.

In this episode of Deliberate Money Moves, we’re going to dig in and discuss how to unearth your values. To get the ball rolling, I will share an exercise that you can do right now to help you discover what these core values are. It won’t be easy, and usually, this is one of the toughest parts of the financial planning process, but once you get them down on paper, much of the heavy lifting will be done. So, grab a piece of paper, a pencil, and a quiet spot, and let’s dig in.

Highlights from Episode #02:

1. Understanding your values helps you commit to your long-term financial goals.
2. Follow the value defining exercise as laid out in this episode to start verifying or clarifying your values.
3. Your values don’t usually change over time, but your perception of them does.

Time-stamped Show Notes:

1:06 – Joe shares a technique to recognize what you truly value?

2:06 – Is money an emotional or rational subject for you? Is one better than the other?

2:29 – Can you relate to this client story?

3:49 – Grab a piece of paper and pencil and try this exercise.

4:04 – Do your values change over time?

Resources/Tools/Links Mentioned in This Episode:

How To Define What You Want Out Of Life