money is…
“If money is your hope for independence, you will never have it. The only real security that a man will have in this world is a reserve of knowledge, experience, and ability.”
- Henry Ford
It’s been exciting to see the subscriber count continue to tick up on the Daily and Weekly Notes and I wanted to make sure those new to the Notes understand why they may not have seen very many Notes on money—after all, the alignment I talk about is spirit, mind, body, and money. Plus, my entire career has been in finance, so you might be wondering where are all of the Notes on money.
There are plenty of money-related Notes in the archives, but they are outnumbered by Notes about spirit, mind, body, and even creativity. It’s not because money isn’t important–it obviously is because it touches everything in life, but I believe for individuals seeking to live their authentic life, money is the LEAST important in the alignment of spirit, mind, body, and money.
In my experience as a financial advisor, reading and observing people’s behaviors around money, and most recently, my exploration of the spiritual and quantum worlds, I believe (and am realizing I have always believed) that money has the ability to and often does take care of itself, especially when you are operating in alignment—the closer you are to your authentic life the more you will see money as less of a stressor and something that is there to support your authentic life.
Unfortunately, I can’t fully practice this belief in my practice as a financial advisor because not everyone has the same belief about money, experiences that would make this type of faith hard to have, and my industry is heavily regulated—I don’t think that telling a client that if they move more closely to their authentic Self their relationship with money will improve and that they can trust they will always have what they need would hold be well received by regulators. So, I try to bring this mindset to the financial planning software and the traditional approach to financial advice with my clients, but I certainly don’t force it. This is one of the reasons the LifeDesign+ relationships and outsourced life planning I’m focusing on for my future business growth are not offered through RLS Wealth—I do not provide financial advice in those relationships.
My friend Tom Morgan (past LifeDesign+ guest) had an amazing conversation with Nadjeschda Taranczewski, MCC on his Leading Edge podcast, and I think this is the first time I’ve shared someone else’s content in a Daily Note—I usually reserve that for the Weekly Note. But, this was too good not to share with today’s Note.
I also have an idea I’m excited about for this podcast episode…
I will host a small group of 5-8 people in downtown Fishers, Indiana, on 12.11.24 at 1:00 EST to discuss this conversation. I believe we are going to trend towards seeking more in-person experiences and meaningful human connection, and I think getting small groups of strangers together to discuss different pieces of content is a great way to connect with new people, have enlightening conversations, and see where things go from there. If you’re interested in joining the group, it’s first come, first serve—no cost. The only requirement is watching the video, taking notes, and coming ready to discuss and contribute your thoughts with the group. I’ll have some coffee and water, so I view this as a low-risk, high-reward opportunity for you.
I will also consider doing a similar event via Zoom, but I really want to test my theory of in-person gatherings and what can come from it.
If you’d like to participate in this conversation, reply to this email, and I’ll send you the details.
See you tomorrow and keep pursuing,
JC
