How To Align Your Values and Wealth
Play • 18 min

We are going to go a little deeper on the psychological and emotional side on today’s podcast, as we believe it is one of the keystone reasons we created our firm, Kathmere Capital, and the services we provide, and many clients have told us it is one of the biggest values we bring to their family.

These past few weeks we have been reminded just how important it is that each of us take time each year or so to think through what do we value most or another way to say it is, what does a life worth living look like to me? In our firm we have had clients pass away prematurely this past month and another decide that their work environment was taking so much energy away from them that they needed to walk away from what looked like on paper a great job. These “wake up calls” reminded us just how important this keystone of our firm is, aligning values and wealth. 

Today we want to spend time providing ideas and a framework to discover your own personal values and then how to help you align those values with these "buckets" of wealth.

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