Book of the Month February 2025 – Values over Valuables by Harmon Kong

wealth management, family values, integrity with money, success, morals, legacy, raising kids

In Values over Valuables, Harmon Kong, a seasoned wealth manager with decades of experience in helping families secure their financial futures, delves into the importance of passing on meaningful values rather than just material wealth. He highlights how families can avoid conflicts and build a legacy rooted in shared values and open communication. Allowing families to grow together and strengthen their bonds through stories, guidance and actionable items for families to do.

Whether you have little or a lot, Kong provides practical guidance for all families on preparing to not only manage money responsibly but also to uphold the familyโ€™s guiding principles, in some cases helping families redefine what wealth means to them. By prioritizing core values over financial details, families can achieve wealth beyond measure and ensure their legacy has a lasting, significant impact.

In this book you will discover how to:

  • Prevent dysfunctional dynamics with improved communication and aligned values.
  • Conduct family meetings that can be used to discuss goals, make plans, and foster unity around a shared mission.
  • Leave a positive and intentional impact on the world.
  • Discover a greater purpose beyond wealth accumulation.

Value over Valuables equips families with the tools to have conversations that matter, align around shared values, and use their wealth as a means to support a positive, multi-generational legacy. Are you wanting more from your legacy?

A Refreshing Take on Financial Wisdom

This thoughtful guide offers a unique perspective on managing money that goes beyond the typical financial advice. The author skillfully weaves personal experiences with practical insights, making complex financial concepts easily digestible. The narrative flows smoothly as it challenges conventional thinking about wealth and success, encouraging readers to align their financial decisions with their core values. The writing style is engaging and conversational, making it feel like a chat with a knowledgeable friend rather than a lecture from a financial expert. What stands out is the balanced approach to wealth creation while maintaining personal integrity and well-being. The practical examples and actionable strategies are particularly helpful for anyone looking to make meaningful changes in their relationship with money. While some concepts might seem familiar, the fresh perspective and genuine approach make this an enlightening read that I’d happily recommend to others seeking financial guidance with a conscience.

-Matt

๐—œ ๐—น๐—ผ๐˜€๐˜ ๐˜๐—ต๐—ฒ ๐—ฟ๐—ฎ๐—ฐ๐—ฒ ๐—ฏ๐˜‚๐˜ ๐—ด๐—ผ๐˜ ๐—ฏ๐—ฎ๐—ฐ๐—ธ ๐—บ๐˜† ๐—น๐—ถ๐—ณ๐—ฒ !

E๐’—๐’†๐’“๐’š๐’๐’๐’† ๐’•๐’‰๐’“๐’๐’–๐’ˆ๐’‰๐’๐’–๐’• ๐’•๐’‰๐’† ๐’˜๐’๐’“๐’๐’… ๐’‰๐’‚๐’” ๐’Œ๐’†๐’‘๐’• ๐’ˆ๐’Š๐’—๐’Š๐’๐’ˆ ๐’•๐’‰๐’† ๐’†๐’™๐’‚๐’Ž๐’‘๐’๐’† ๐’๐’‡ ๐‘ป๐’๐’“๐’•๐’๐’Š๐’”๐’†โ€ฆ๐‘บ๐’‚๐’š๐’Š๐’๐’ˆ ๐’•๐’‰๐’‚๐’• ๐’”๐’๐’๐’˜ ๐’‚๐’๐’… ๐’”๐’•๐’†๐’‚๐’…๐’š ๐’˜๐’Š๐’๐’” ๐’•๐’‰๐’† ๐’“๐’‚๐’„๐’† ๐’‚๐’๐’… ๐’†๐’Ž๐’‘๐’‰๐’‚๐’”๐’Š๐’›๐’Š๐’๐’ˆ ๐’•๐’‰๐’† ๐’—๐’‚๐’๐’–๐’† ๐’๐’‡ ๐’‘๐’†๐’“๐’”๐’Š๐’”๐’•๐’†๐’๐’„๐’† ๐’‚๐’๐’… ๐’…๐’†๐’…๐’Š๐’„๐’‚๐’•๐’Š๐’๐’.

Well ! No one has ever bothered to ask the Hare his side of the story, so let me tell you the story from a different point of viewโ€ฆ

I met the Hare and sat down with him for a heart to heart talk.This is what he had to say after we spent the better part of a balmy summer afternoon getting to know one other.It was a wonderful experience, believe me..

โ€œYes, I am the hare who lost.No, I did not get lazy or complacent.Let me explain.I was hopping over the meadows near the hills and looked back to realize that the tortoise was nowhere to be seen.Assured of my healthy lead, I decided to take a short nap under the large banyan tree near the pond.The anticipation of the race had kept me up all night.For days, that old silly tortoise had boasted about his ability to plod for hundreds of miles without stopping.Life is a marathon, he said, not a sprint.I wanted to show him that I could run both far and fast.

The shade of the tree was like an umbrella.I found an almost oval rock, covered it with grass, and turned it into a makeshift pillow.I could hear the leaves rustling and the bees buzzing โ€“ it felt they were collaborating and even conspiring to put me to sleep.And it didnโ€™t take them long to succeed.I saw myself drifting on a log in a beautiful stream of water.

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