In the latest HCI Webinar, Dr. Jonathan H. Westover talks with Eric Roberge about building your career, your business, and your life with intention. Below is a summary of the main points from their conversation! Check out the full episode and let us know what you think!
Watch the episode here:
Quick Recap
Jonathan and Eric emphasized the importance of building successful careers, businesses, and personal lives with intention, focusing on financial planning and mindfulness in decision making. They discussed the need for a holistic approach to achieve overall success, considering the long-term consequences of choices and the interconnectedness of all aspects of life. The pair also highlighted the value of creating a solid financial plan, maintaining a balanced cash flow, and the significance of risk management, agreeing to continue their discussion in a future meeting.
The Power of Intention in Financial Planning
Eric and Jonathan discussed the importance of intention in building successful careers, businesses, and personal lives, with a focus on financial planning. Eric, the founder of a wealth management firm, emphasized the significance of sharing personal experiences and making mindful choices about the allocation of finite resources. Both agreed on the need to ask questions and seek answers before making significant decisions, rather than assuming the best course of action.
Mindful Decision Making and Holistic Success
Eric and Jonathan discussed the importance of being mindful and intentional in decision making, especially regarding life's big choices. They emphasized the need to consider not only the immediate consequences but also the long-term ripple effects of these decisions. They highlighted the danger of blindly pursuing societal ideals of success without first critically examining whether they align with one's personal values and goals. They also touched on the need for sustainability in decision making, especially in finances. They reiterated that all aspects of life are interconnected and thus, achieving overall success and happiness requires a holistic approach.
Financial Planning and Building Resilience Amid Challenges
Jonathan and Eric highlighted the importance of creating a solid financial plan and maintaining a balanced cash flow. They underscored the significance of building a balance sheet to track assets, liabilities, and net worth, and discussed the need for emergency reserves. Eric and Jonathan also shared their experiences and observed that financially successful people in the US tend to have simple habits like spending less than they earn and saving for long-term asset growth. They acknowledged the challenges many people face, particularly during the pandemic and inflation, and emphasized the importance of consistent financial management.
Flexible Decisions and Mindful Choices
Eric and Jonathan discussed the importance of making flexible decisions and being mindful about the choices we make. They emphasized the significance of asking the right questions and being aware of our values and intentions when making decisions. Jonathan highlighted that these principles apply to all aspects of life and not just financial planning. They also discussed the importance of risk management and the value of having ongoing conversations about our goals and perspectives.
Listen to the webinar here:
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