Chill & Prosper with Denise Duffield-Thomas

Defend your portfolio - what stays, what goes?

17 snips
Dec 12, 2024
Feeling overwhelmed by life’s obligations? Discover a powerful technique for decision-making that can transform how you manage your personal and business commitments. Learn to evaluate expenditures for growth and audit relationships for better well-being. Embrace the challenge of reassessing your investments while prioritizing personal energy. Let go of what no longer serves you and embark on a journey toward financial empowerment and simplicity. It's all about aligning your choices with your true values for a happier life.
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ANECDOTE

Defend Your Portfolio

  • Denise Duffield-Thomas's friend, Diana House, suggested a "Defend Your Portfolio" exercise.
  • This involves justifying the assets in one's portfolio, prompting Denise to evaluate her own holdings.
ADVICE

Life Audit

  • Apply the "Defend Your Portfolio" concept to all areas of life, not just finances.
  • Justify expenses, commitments, and even guilty pleasures to identify misalignments.
ADVICE

Expose Financial Embarrassments

  • Imagine having to justify every expense to others, revealing hidden embarrassments.
  • This exercise exposes unnecessary subscriptions or commitments you avoid confronting.
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