Tag: Values-Based Planning
What Wealth Really Means: Beyond Money (Ep. 6)

What Wealth Really Means: Beyond Money (Ep. 6)

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What if financial planning feels difficult because we’re trying to predict a future that can’t be predicted? 

In this episode, Eric Lee explores why traditional goal-setting often creates stress and anxiety around money. Instead of focusing solely on numbers and timelines, Eric explains how understanding what truly matters in life can lead to better financial decisions and greater peace of mind. He also shares how emotions, family expectations, and fear of making the wrong choice shape the way people think about money.

Eric discusses:

  • Why financial goals can feel overwhelming
  • The difference between goals and values
  • Why time is often more valuable than money
  • A simple framework for making financial decisions 
  • And more!

Contact Eric Lee:

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Meet Eric Lee: The Story Behind Purple Wealth (Ep. 1)

Meet Eric Lee: The Story Behind Purple Wealth (Ep. 1)

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Money isn’t just math; it’s emotion, identity, and the stories we carry. Until we understand those stories, it’s hard to feel truly confident about our financial choices.

In this first episode of Better Conversations: The Life and Money Podcast, host Eric Lee shares the journey that led him to build Purple Wealth and rethink what financial planning should really be. He reflects on early career experiences in a sales-driven industry that made him question whether clients were truly being served. From there, Eric introduces the idea of Purple Wealth, the intersection where your money and your life align, and explains why peace and fulfillment often matter more than accumulation. He also reframes a common tension many people face, shifting the question from “Should I save or spend?” to “What might I regret if I don’t?” This conversation sets the tone for a podcast rooted in clarity, purpose, and living well.

Eric discusses:

  • Why his early experiences in a sales-driven financial industry led him to rethink what it means to truly serve clients
  • The emotional side of money and how fear, insecurity, and responsibility influence financial decisions
  • The concept of Purple Wealth and how aligning life and money creates clarity and peace
  • How reframing financial decisions around values and potential regret can change the way people save, spend, and plan
  • And more!

Contact Eric Lee:

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