money health weekly


Values as a Solid Foundation


"Regardless of WHAT we do in our lives, our WHY - our driving purpose, cause, or belief, never changes."

-Simon Sinek


I'm at my desk attending a video call hosted by someone I'll call Ricky. Ricky is a financial planner who tells a story about an experience he had at an industry conference. For background, Ricky reminds everyone that in the winter he skis four times a week, and in the summer he mountain bikes five times a week. He can't get enough of the outdoors. He even built his financial planning practice around his ability to be outside and served clients who shared his interests. When he learns that this particular conference not only has some top-notch presenters but is also going to be at a ski resort he jumped, at the opportunity to attend.

At a networking dinner, Ricky recalls a guy he met - we'll call him Brutus. Ricky and Brutus get to talking, and Ricky learns that Brutus loves skiing, but unfortunately doesn't have the time to ski as much as he'd like. Then, as always seems to happen, Brutus asks Ricky how much money his practice makes. After the initial shock from Brutus straight up asking about money, Ricky tells him. Brutus replies, "Wow, okay. That's cute."

Taken aback by Brutus' response, Ricky thinks to himself, "Dude, my life is your vacation!"

your good life is when your money and your values are aligned

What's the Money For?

Even though Ricky didn't verbally say that to Brutus, it does bring up something we can all learn from. Everyone has different values. Brutus values making money and trying to make his firm a top firm; fame and wealth were his most important values. Ricky, on the other hand, values adventure, exercise, outdoors, and family.

It's okay to have different values from one another. Where people get themselves into trouble is when their behaviors are focused on what other people value instead.

It's a common misconception that