Leveraging Your Financial IntelligenceAt the Intersection of Money, Health, and Happiness
Smart financial decisions boost more than your bottom line—they'll make you healthier and happier too! Are you one of the 90% of people who are stressed about money? If so, you know it can take its toll on every part of your life. Financial health, physical health and happiness are profoundly interconnected. It's almost impossible to enjoy any one of these without the help of the other two. The authors describe this phenomenon as the intersection of money, health, and happiness. Leveraging Your Financial Intelligence will teach you a powerful values-based approach to achieving your most important life goals. As you take steps to improve your financial well-being, you'll discover that leveraging your financial intelligence will also fuel your physical and emotional well-being. Backed by the latest research findings in neuroscience, psychology, health, and cultural anthropology, the authors' invaluable advice focuses on the practical actions you can take to improve not just your finances, but your overall life satisfaction. You'll be inspired by meeting people from all walks of life who have leveraged their financial intelligence to build financial security, promote fitness and health, and increase their daily sense of happiness. Proven recommendations from the authors' work with countless clients, along with worksheets, self-assessments, and other tools will help you apply the book's concepts to enhance your own financial, physical and emotional health. Use the strategies presented in this book to leverage your financial intelligence in a way that's tailored to your individual circumstances and allows you to create your own extraordinary intersection of money, health, and happiness.
PREFACE V ACKNOWLEDGMENTS IX CHAPTER 1 MONEY, HEALTH, AND HAPPINESS: HOW THEY’RE CONNECTED 1 CHAPTER 2 LIVING IN ALIGNMENT 22 CHAPTER 3 SETTING AND ACHIEVING GOALS 36 CHAPTER 4 MONEY 54 CHAPTER 5 HEALTH 77 CHAPTER 6 HAPPINESS 103 AFTERWORD 130 APPENDIX A: EXERCISE: WHAT ARE YOUR TOP VALUES? 132 APPENDIX B: EXERCISE: VALUES AND BEHAVIOR ALIGNMENT 133 APPENDIX C: EXERCISE: WHAT IS YOUR LIFE’S PURPOSE? 136 APPENDIX D: EXERCISE: VISUALIZE YOURSELF LIVING YOUR PURPOSE 138 APPENDIX E: GOAL ACHIEVEMENT PLANNING 140 APPENDIX F: EXERCISE: PLAY THE FREEZE GAME 143 INDEX 145
Doug Lennick is the CEO of think2perform, a company that provides executive coaching, business advisory services and professional development programs. Doug is legendary for his innovative approaches to cultivating high performance in individuals and organizations. Roy Geer was co-founder of Resource Systems, a management consultancy specializing in corporate strategic planning and employee development. He later focused on coaching individuals and small teams in personal and professional development. Ryan Goulart is a Business Development and Research Associate, at think2perform. He gathers and assesses data from clients in order to assist think2perform in developing tools and programs that effectively engage audiences to meet client needs.
Praise for Leveraging Your Financial Intelligence "The authors deliver vital advice on how to make better choices so that we are happier at each life stage. This book is destined to fundamentally change the way we think about rich lives. Required reading for baby boomers and millennials alike."—Richard Leider, International bestselling author of The Power of Purpose, Repacking Your Bags, & Life Reimagined "Lennick, Geer, and Goulart do a masterful job in mapping the connection between money, health and happiness. Their advice is based on hard facts about these three areas. This is a very valuable 'how-to' book for living a full and happy life."—Fred Kiel, PhD., Author of Return on Character (2015, Harvard Business Review Press) "I first met Doug Lennick over a decade ago when we were both invited to participate on an Advisory Board. The people invited were all financially successful and not surprisingly had healthy egos and liked to listen to themselves talk. Doug remained mostly quiet throughout the day, listening and taking notes. Then, late in the meeting he spoke out briefly, succinctly, and brilliantly, summarizing the key points of the meeting in just a few short minutes. That same approach of direct, insightful, brilliant and valuable information conveyed succinctly is achieved in Leveraging Your Financial Intelligence: At the Intersection of Money, Health and Happiness. Doug and his co-authors Roy Geer and Ryan Goulart pack a mountain of valuable information and lessons into a comparatively few words here. I have personally benefited from many lessons in this book in my associations with Doug. Anyone, no matter where they are in life, can benefit greatly from reading it. I cannot recommend Leveraging Your Financial Intelligence more highly!"—Bruce Helmer, Co-founder, Wealth Enhancement Group and host of the weekly radio show "Your Money" "Doug Lennick's book is filled with valuable insight and practical steps that will help financial advisors transform their business while enriching their clients' lives. Doug's principles address real world, human behavior as it intersects with financial decisions. At Securities America, we've embraced these principles and made them a core element of advisor training. This must-read book brilliantly details how to manage behaviors so advisors and their clients can live a purposeful, healthier and more abundant life."—Janine Wertheim, President, Securities America Advisors, Senior Vice President and Chief Marketing Officer, Securities America, Inc. "This is a terrific book—insightful, engaging and informative. The authors connect financial intelligence to improved physical, emotional and mental health. This book will change the way you think about your financial health!"—Jim Loehr, Co-founder of the Human Performance Institute and bestselling author of The Power of Full Engagement, & The Only Way to Win
Leveraging Your Financial Intelligence is a research-based guide that offers compelling real-life stories and a proven approach that clearly shows how a change in behavior can enhance financial security while improving physical and emotional wellbeing. Written for anyone who wants to achieve overall satisfaction in life, this vital resource explores a holistic approach that centers on the goals of economic stability, optimum health, and personal happiness. As the authors explain, while overall happiness may be one's ultimate goal, the fastest way to achieve happiness is to begin by reducing financial stress using the strategies outlined in this book. Rather than a feel-good, self-help book based on one individual's personal philosophy, Leveraging Your Financial Intelligence draws on quantitative research by top experts and thought leaders in neuroscience, psychology, health, and cultural anthropology, as well as original case studies. Clear, concise, and practical, Leveraging Your Financial Intelligence explores a number of approaches for expressing and drawing on your financial intelligence. The wealth of illustrative examples can help pinpoint which method will work for you and the strategies presented will allow you to apply your financial intelligence to create your own intersection of money, health, and happiness. With Leveraging Your Financial Intelligence as your guide, you will discover how to achieve true financial, emotional, and physical wellbeing by taking the actions needed to live in alignment with your principles, values, and goals.