23 min

3 Exercises To Help You Clarify Your Values Finance for Physicians

    • Investing

Are you on auto-pilot and susceptible to routines and the rest of the world’s values? What’s most important to you in your life? There are solid steps or ways that you can take to clarify (or re-clarify) your true values. 
In this episode of the Finance for Physicians Podcast, Daniel Wrenne talks about three specific exercises to help you clarify and align your values.
Topics Discussed:

What are values? Undercurrent or true driver to measuring happiness
Values Awareness: Day-to-day actions in alignment with what’s most important
Results: Better decisions, confidence, happier, and feeling more purpose-driven
Symptoms: Feeling lost, lack of confidence in decision making, and stress
Value of Values: Believe in, maintain, and reinforce awareness of your values
Exercise #1: Values Clarification (highlight/prioritize/summarize what’s important)
Exercise #2: Life Map (Reflect on past; visually pointing out life’s ups and downs)
Exercise #3: 80th Birthday: Focus on future and purpose (who/what’s important)

Links:
Values Clarification (List of Values)
Jason Waller - Executive Coaching
Contact Finance for Physicians
Finance for Physicians
Full Episode Transcript:
Hey, everyone. Today, I wanted to talk about values and throw out some ideas for how to clarify values. I think this is a super important thing, especially for us today; we're all just so busy. Sometimes it's just helpful to have a concrete, quick exercise to take your time out and think through some of these really important things.
We'll jump into that and go through that. Hopefully, the takeaway here is you have some concrete steps or exercises you can take to start to either clarify for the first time or reclarify what’s really most important in your life.
Before I jump into the exercises, I just want to clarify. I know we’ve covered this before, but values are like the undercurrent or the true driver to measuring happiness and how you're doing.
In regards to finances, in an ideal world, you're using your finances and all the decisions around them to propel you towards your values and get you more in alignment with those values. I think values are more important than goals. Or maybe not more important. Maybe that's not the right word. I think values should be the underlying driver to your goals.
Values, clarification, or understanding of your values I would consider the most important step before you start to get into financial planning and making decisions in life, especially the big ones, at anything. But for the purpose of our conversation, it's typically finances.
Anyway, values are super important. I think the key here is awareness; being aware of your values. Over time, we have a tendency to get into routines and gravitate towards autopilot or sleepwalking, or just doing the thing, and that's where you start to lose touch with values, because values, being aware of them, you have to take your time out and be intentional.
The further you go away from it, you get into that autopilot world and that's where you're susceptible to the pool of the world's values which can often be surface-level material, and are very likely not in alignment with your true values. We're going for values awareness and what that looks like is your actions day-to-day, especially with big things, are in better alignment with what's really most important.
It requires understanding (first of all) what's most important because it kind of seems like you

Are you on auto-pilot and susceptible to routines and the rest of the world’s values? What’s most important to you in your life? There are solid steps or ways that you can take to clarify (or re-clarify) your true values. 
In this episode of the Finance for Physicians Podcast, Daniel Wrenne talks about three specific exercises to help you clarify and align your values.
Topics Discussed:

What are values? Undercurrent or true driver to measuring happiness
Values Awareness: Day-to-day actions in alignment with what’s most important
Results: Better decisions, confidence, happier, and feeling more purpose-driven
Symptoms: Feeling lost, lack of confidence in decision making, and stress
Value of Values: Believe in, maintain, and reinforce awareness of your values
Exercise #1: Values Clarification (highlight/prioritize/summarize what’s important)
Exercise #2: Life Map (Reflect on past; visually pointing out life’s ups and downs)
Exercise #3: 80th Birthday: Focus on future and purpose (who/what’s important)

Links:
Values Clarification (List of Values)
Jason Waller - Executive Coaching
Contact Finance for Physicians
Finance for Physicians
Full Episode Transcript:
Hey, everyone. Today, I wanted to talk about values and throw out some ideas for how to clarify values. I think this is a super important thing, especially for us today; we're all just so busy. Sometimes it's just helpful to have a concrete, quick exercise to take your time out and think through some of these really important things.
We'll jump into that and go through that. Hopefully, the takeaway here is you have some concrete steps or exercises you can take to start to either clarify for the first time or reclarify what’s really most important in your life.
Before I jump into the exercises, I just want to clarify. I know we’ve covered this before, but values are like the undercurrent or the true driver to measuring happiness and how you're doing.
In regards to finances, in an ideal world, you're using your finances and all the decisions around them to propel you towards your values and get you more in alignment with those values. I think values are more important than goals. Or maybe not more important. Maybe that's not the right word. I think values should be the underlying driver to your goals.
Values, clarification, or understanding of your values I would consider the most important step before you start to get into financial planning and making decisions in life, especially the big ones, at anything. But for the purpose of our conversation, it's typically finances.
Anyway, values are super important. I think the key here is awareness; being aware of your values. Over time, we have a tendency to get into routines and gravitate towards autopilot or sleepwalking, or just doing the thing, and that's where you start to lose touch with values, because values, being aware of them, you have to take your time out and be intentional.
The further you go away from it, you get into that autopilot world and that's where you're susceptible to the pool of the world's values which can often be surface-level material, and are very likely not in alignment with your true values. We're going for values awareness and what that looks like is your actions day-to-day, especially with big things, are in better alignment with what's really most important.
It requires understanding (first of all) what's most important because it kind of seems like you

23 min