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 family’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

Book of the Month – February 2022 – The Psychology of Money

41881472. sy475
Timeless lessons on wealth, greed, and happiness doing well with money isn’t necessarily about what you know. It’s about how you behave. And behavior is hard to teach, even to really smart people. How to manage money, invest it, and make business decisions are typically considered to involve a lot of mathematical calculations, where data and formulae tell us exactly what to do. But in the real world, people don’t make financial decisions on a spreadsheet. They make them at the dinner table, or in a meeting room, where personal history, your unique view of the world, ego, pride, marketing, and odd incentives are scrambled together. In the psychology of money, the author shares 19 short stories exploring the strange ways people think about money and teaches you how to make better sense of one of life’s most important matters

Beginning of economic populism?

What happened with Gamestop is the beginning of economic populism. Robinhood weaponized the Occupy Wall Street movement, social drove viral interest, and nearly everyone hates Wall Street and Robinhood. There’s a lot to unpack here, political, economic, social, and technological, but understanding how all these themes come together is crucial to understand the future of fintech…..