207: Values-Based Personal Wealth Management with Anna N'Jie Konte
About this episode
Anna N'Jie Konte discusses values-based personal wealth management and aligning money management with personal values.
In this episode, award-winning financial advisor Anna N'Jie Konte talks to us about values-based personal wealth management and how to manage your money in a way that aligns with your values . Key takeaways: - Do the unsexy work to figure out YOUR numbers - You can make it fun and do the hard thing with a whole bunch of soft supports - Set personal goals that align with your values (the lifestyle you want to lead and what you want to build or leave behind) - You should hire a wealth advisor when you reach a new level of complexity, or you have less time (i.e. the sandwich generation) - The ultimate life hack for women is to be a lot stiller/quieter, tune into ourselves/our intuition, and ask what we really want FIRST, before we ask for other people's opinions Your homework: What is the role you want money to play in your life? What value/experiences do you want it to bring? What things do you want to invest in/support? What do you want to be remembered for? And a bonus: Be a little bit disagreeable every day. Listen in to find out why! ----- ** If you enjoyed this episode, make sure to hit that subscribe button, share it with a friend, like and/or leave a comment. I appreciate…
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