207: Values-Based Personal Wealth Management with Anna N'Jie Konte

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!

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Prefer video (with closed captioning)? Head to YouTube: ⁠⁠https://youtu.be/pIIIhuBQhR8

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As a first-generation American and award-winning financial advisor, Anna has walked the path from financial uncertainty to empowerment. Growing up, she watched the strong women in her family live lives dictated by their bank balances. This fueled her passion to create a different story – not just for herself, but for women like you.

At Poder Wealth Advisors we guide impact-driven investors from uncertainty to confident using tailored strategies to grow your wealth, leave a legacy, and experience joy without guilt – empowering you to transform your financial future.

Learn more or connect with us at poderwealth.com.

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