cbc making-friends-with-your-money talk
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This is an interactive workshop about aligning personal values with beliefs and behavior around money. I've given this presentation a half dozen times so far and received great responses. People are really engaged, and many take action which is the ultimate goal.TRANSCRIPT
Making Friends WithYour Money
Presented by: Susan LarsonSeptember 24, 2013
Aligning your values, your money and your behavior for long term financial security
62% of Americans
Aligning your values, your money and your behavior for long term financial security
70% of Americans
Aligning your values, your money and your behavior for long term financial security
60% of Americans
Aligning your values, your money and your behavior for long term financial security
Unknown…
Aligning your values, your money and your behavior for long term financial security
Who can relate to one of these?
Aligning your values, your money and your behavior for long term financial security
The mustard connection!
Aligning your values, your money and your behavior for long term financial security
3 Steps to make friends with your money• Change your thinking• Check your behavior and your
spending• Take action!
Aligning your values, your money and your behavior for long term financial security
#1 Change Your Thinking
Money Makes Me
Happy
Aligning your values, your money and your behavior for long term financial security
#1 Change Your Thinking
is the #1 most important thing to me. It is what makes my life happy.
????????
Aligning your values, your money and your behavior for long term financial security
#1 Change Your Thinking
Aligning your values, your money and your behavior for long term financial security
The most important thing in my life is to be happy.
I am happy when I am being of service and allowing everything that I need and want in order to do that to flow into my life and through my life.
Core Values Worksheet
Aligning your values, your money and your behavior for long term financial security
Real life example:
What is the most important thing to you?Leaving a legacy for my adult daughterWhyI want her to be secureWhyI love herWhyShe has mental health & substance abuse issues and can’t always care for herselfWhyShe is the mother of my granddaughter WhyI want to make sure my granddaughter has a good life
Core value: Love of granddaughter
#2 Check Your BehaviorThe #1 thing that brings joy, security, and peace to my life
Everything else
Aligning your values, your money and your behavior for long term financial security
#2 Check Your Behavior
Aligning your values, your money and your behavior for long term financial security
#2 Check Your SpendingThe #1 thing that brings joy, security, and peace to my life
Everything else
Aligning your values, your money and your behavior for long term financial security
#3 Take Action!
Aligning your values, your money and your behavior for long term financial security
#3 Take Correct Action!
Aligning your values, your money and your behavior for long term financial security
#1 + # 2 = Correct Action!
Money is only a tool. It will take you wherever you wish, but it will not replace you as the driver.
Ayn Rand Aligning your values, your money and your behavior for long term financial security
Some things to consider…
Being good with money is like being good with cards.
Aligning your values, your money and your behavior for long term financial security
Some things to consider…
Money spent on one thing is still the same as money spent on something else.
Aligning your values, your money and your behavior for long term financial security
Some things to consider…
No one who is good at building houses has an emotional problem with hammers.
Aligning your values, your money and your behavior for long term financial security
The Sales Pitch…
Aligning your values, your money and your behavior for long term financial security
• Not for Profit• Founded in 1883• 770,000+ members• $12.4 billion in assets• 2,400 local chapters• 875 youth service
clubs
Three part mission• Financial security for families,
through life insurance, annuity, investment and banking products.
• Quality family life, through member benefits and local fraternal activities.
• Community impact, through local volunteer projects.
Touching lives and securing futures
The Sales Pitch…
Aligning your values, your money and your behavior for long term financial security
Three part mission• Financial security for families,
through life insurance, annuity, investment and banking products.
• Quality family life, through member benefits and local fraternal activities.
• Community impact, through local volunteer projects.
Touching lives and securing futures
Thank you! Feedback card
Free one hour strategy session—get to the heart of the matter
Questions?
Aligning your values, your money and your behavior for long term financial security
Thank you! If you had fun & learned something of value….
www.facebook.com/SusanLarsonFinancialAdviserNorthernColorado
www.linkedin.com/in/susanlarson1/
Aligning your values, your money and your behavior for long term financial security
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