In this episode, we explore the powerful impact of aligning personal values with investment strategies. With Sam on vacation, Coach Keola joins Lucas to discuss why purpose is essential for long-term success in investing and beyond. We start with a look at the recent election results and their potential impact on our 2025 strategies, then dive into what it means to have a “why.” Often, people get caught up in the “what” and “how” of investments, losing sight of purpose. We discuss why defining your purpose matters, how to find it, and how values like unity, kindness, and accountability influence our decisions. Sharing our own core values and mission, we explain how they guide our business and investment choices, emphasizing the benefits of a long-term, purpose-driven perspective. We also address common misconceptions about purpose-driven investing, such as the myth that it’s less profitable, and share the importance of finding support to stay on track.
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