WJ Interests is redefining how we manage wealth, focusing not just on numbers and financial plans but on what truly makes you feel financially successful. It’s about finding balance and purpose in your financial journey. Our new tagline sums it up perfectly: Living Fully, Beyond Wealth. We want to take a deep dive and go beyond wealth and truly invest in your “why”. Understanding your “why” is essential in identifying your goals and measuring your financial success.
Why is money important to you? As Brandon discussed in Part 6: Beyond Wealth | A Journey to Fulfillment, we want clients to define their personal happiness and explore ways to spend money on experiences to make life more meaningful. These experiences could include traveling, quality time with loved ones or personal growth. Your money could translate to making a meaningful impact on society or supporting your family.
In Bill Perkins’ book, Die with Zero, he emphasizes how important it is to enjoy every moment you have. Rule No. 1 is to maximize your positive life experiences, which he goes on to explain, “your life is the sum of your experiences.” One of the key takeaways was that time and money are the most valuable assets you have. Don’t wait to travel or donate money to your favorite charity. If you travel now, imagine all the memories you could have for years to come. If you donate to a charity now, you could see what impact your money will have for those in need today. Perkins encourages readers to spend money on maintaining good health since your ability to enjoy experiences depends on your health at any age. By aiming to die with zero, you change your focus on earning and saving to living your best life possible.
To encourage you to live your best life possible, we are excited to introduce our new blog series we are calling, Living Fully. We will explore ways to enjoy your money, travel to places you have dreamed about, maximize your time and maintain good health. In the next blog, I will share one of my travel experiences.
We would love to hear from you! Share your most meaningful experiences, and we may feature them in an upcoming blog.
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