Women & Money Cafe - 87. Using your values to hack big decisions

87. Using your values to hack big decisions

07/10/23 • 36 min

In this episode, we explore the powerful impact of values in our personal and professional lives. We start off by sharing a real-life coaching experience where a client was grappling with some tough business decisions.
We touch upon the different ways in which our values can be influenced by our surroundings and share a fantastic resource personalvalu.es which gamifies finding your values. It identifies your top 5 values, and you can even display them as a wallpaper on your phone!
We explore the concept of authenticity and the importance of ensuring that our values truly reflect who we are, without any pretense or societal influences.
In the spirit of transparency, we open up about personal challenges that have shaped and solidified our understanding of our values. From traveling alone and feeling truly in tune with ourselves to witnessing social injustices, these experiences have left an indelible mark on our core values.

We also explore helpful strategies to discover and clarify our values, including questions to help use your values, and identifying non-negotiables. We also discuss the shadow side of values and how to ensure that our perceived values are truly our own, free from societal expectations.
Join us for this thought-provoking episode as we dive deep into the world of values and how they shape our lives.
Brené Brown list of values also check out her book Daring Greatly and Mark Manson's The Subtle Art of Not Giving a F*ck

YOUR HOST

Julie Flynn is an experienced independent financial adviser and financial coach. Justice and equality drive Julie. Which is why she’s spent years studying and researching how stress affects our financial decision making.

Julie is best known for her work with women who have lost their partner and coaching financial services business who want to implement fair and transparent charges.
Ebb & Flow Financial Coaching | Bree Wealth & Tax | Instagram
CO-HOSTS
Emily Pool is a Financial Planner and Will Writer. She is passionate about empowering people to invest their wealth (pensions and savings) sustainably and in line with their personal values.
Michelle Lambell started her career in financial services as a Stockbroker in 1999 undertaking both advisory and discretionary investment management. Today she is a Chartered Financial Planner, specialising in retirement planning advice, pensions and investments and a Certified Financial Coach.

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Previous Episode

86. Financial First Aid with Abby Birch from Claro Wellbeing

In this episode of Women & Money Cafe, our hosts Emily and Julie are joined by the fabulous Abby Birch from Claro Wellbeing to talk about the innovative concept of "financial first aid." They dive into the importance of understanding our finances to impact our overall health and well-being, and Abby shares her insights on creating a safe space to talk about money matters. The trio also discusses how employers can support their employees through the cost of living crisis and provide helpful resources. Get ready to feel financially empowered and learn how to be a financial "first aider" for yourself and those around you!
GUEST EXPERT: Abby Birch is Claro Wellbeing’s Coaching Excellence & Training Lead. As well as ensuring all Claro’s financial coaches meet its industry-leading standards, Abby empowers employees to become Financial First Aiders. With over 18 years of experience in the financial services industry, including 13 years as an adviser, she is passionate about helping people understand money and giving them the skills and confidence to achieve their financial goals.
Resources:
Money HelperStep Change
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Next Episode

88 Confronting Bias in Financial Services

This one might be uncomfortable! Julie’s be on an adventure this year exploring her own bias and bringing these uncomfortable conversations into the light. Along the way she met Bhavisha Soni, our guest today, and that prompted this podcast episode.
We all have bias, fact! Whether we like it or not. But if we can be brave about it, and start reflecting and opening up discussion, we open ourselves up to a richer world. And, no, I don’t mean money richer. The other kind.
On this episode, we discuss the challenge of networking events and the struggle to find common ground with people who have different experiences. Discover how one conversation changed Bhavisha’s perspective, showing her that sharing her unique journey from India to the UK could be an impactful conversation topic.
We also examine biases within the Asian community, acknowledging the diversity of views and the frustration of being judged by others. Join us as we explore the personal effects of intrusive questions on our desire to engage and form connections.
Through personal anecdotes, we shed light on the barriers women face in the financial services industry. From gender biases to assumptions about our qualifications, we strive for inclusivity and advocate for change.
Lastly, we share practical tips for women navigating biased situations in financial services and discuss the importance of starting conversations about inclusivity. Together, we can challenge societal norms and create a more inclusive and respectful industry.
Julie gets a bit militant towards the end, and is calling on you join her in not ticking unnecessary boxes – don’t get her started on the titles such as Miss, Mrs and Ms.
GUEST: Bhavisha Soni is a Chartered Wealth Planner working in London. She is passionate about helping people to start, build and meet their financial objectives by creating a flexible path which they can follow to achieve their goals.
YOUR HOST

Julie is best known for her work with women who have lost their partner and coaching financial services business who want to implement fair and transparent charges.
Ebb & Flow Financial Coaching | Bree Wealth & Tax | Instagram
CO-HOSTS
Michelle Lambell started her career in financial services as a Stockbroker in 1999 undertaking both advisory and discretionary investment management. Today she is a Chartered Financial Planner, specialising in retirement planning advice, pensions and investments and a Certified Financial Coach.

Support the show

Women & Money Cafe - 87. Using your values to hack big decisions

Transcript

welcome back to this episode of the women of Money Cafe. Right? Today, like, we're sharing hacks with you. So have you ever found yourself in that situation where you've got a decision to make or a dilemma or just something's not quite right, and you know you need to take action, but you don't know what to do. You're arguing with yourself about that. So one of the things that I found that's what prompted this is I went through a space a phase of working with lots of clients in this kind of sit