S4:E8 - The Money Map - What Money Really Means to Us

In this episode of The Finance Geeks, Warren Shute and Paul Cleworth explore how financial planning goes far beyond numbers. They discuss the importance of aligning wealth with what truly matters to clients, helping them build a life of purpose, not just a bigger portfolio. Whether someone is early in their career or approaching retirement, the question remains the same: what is all this for? The conversation introduces the idea of a “Money Map” as a way to guide clients through deeper thinking about their goals, values and future. By encouraging more intentional thinking and better conversations, it becomes possible to design a future that delivers both financial security and genuine fulfilment. ========================== Chapters: 0:00 - Intro 7:12 - The Money Map: What Money Really Means to Us ========================== Show Notes: Money Map PDF https://www.dropbox.com/scl/fi/d28c0y4wxql2juvk1fsj5/Your-Money-Map-Presentation-AL-v1.pdf?rlkey=urqrsudz5meq6mtdb14b0zcb9&dl=0 Naval Ravikant https://en.wikipedia.org/wiki/Naval_Ravikant StoryTerrace - Books That Matter https://www.storyterrace.com/en-gb George Kinder: Father of Life Planning, Author, and Keynote Speaker https://www.georgekinder.com/ How To Sell Transformation Using This One Question | Strategic Coach https://www.strategiccoach.com/resources/the-multiplier-mindset-blog/how-to-sell-transformation-using-this-one-question ========================== Follow us our our social media channels: Instagram: https://www.instagram.com/thefinancegeekspodcast/ X: https://twitter.com/TheFinanceGeeks YouTube: https://www.youtube.com/@thefinancegeeks ========================== This show is designed to be informational only and does not constitute investment or financial advice. Please contact a regulated financial adviser before taking any specific action. ==========================