• Bridget Sullivan Mermel CFP(R) CPA

World Values Day means More Money!

Updated: Oct 19


In fourth grade, my niece’s teacher started a “genius hour.” Once a week during that hour, the students worked on whatever project they wanted to. Inspired by genius hour, I’ve researched and applied the nerdiest part of my brain to figuring out how to get more money, meaning, and happiness in life. This year, we’ve brought this to clients so that they benefit, too.


On Friday’s Chicago Money Show, to celebrate World Values Day (October 20th this year), I’m dedicating the show to how we work with clients to help identify their values. We’ve got a shortcut. No reservations on the mountaintop required!


Then, we’ll talk about how to use your values to bring more money, meaning, and happiness into your life.


It’s about easy ways to become more you.


Here's the link to the show:

https://youtu.be/W9ulTy2u49Y


Here's the Schwartz Short Survey:


https://www.framevoicereport.org/media/1093/the-short-schwartzs-value-survey.pdf





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