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Emotional Impact of Wealth with Dr. Jamie Traeger-Muney

Emotional Impact of Wealth with Dr. Jamie Traeger-Muney

Released Friday, 25th February 2022
 1 person rated this episode
Emotional Impact of Wealth with Dr. Jamie Traeger-Muney

Emotional Impact of Wealth with Dr. Jamie Traeger-Muney

Emotional Impact of Wealth with Dr. Jamie Traeger-Muney

Emotional Impact of Wealth with Dr. Jamie Traeger-Muney

Friday, 25th February 2022
 1 person rated this episode
Rate Episode

As an inheritor within a multi-generational family, you are faced with societal perceptions as well as limited conversations around the taboo of talking about money. But even as a team of one, there’s only so much you can do to create a legacy for your future when not addressing the full range of emotions specific to the dynamics of affluence. So when it comes to your personal development within your privilege, how do you make space for these money conversations?In this episode, Angelina Carleton talks with Dr. Jamie Traeger-Muney, founder of Wealth Legacy Group, about the emotional impact of wealth on inheritors, women, and couples. Jaime helps her clients solidify their values through sound governance structures, as she speaks to living an examined life around money. There can be a fluency on the subject on money compared to shame, embarrassment or hiding.If you think of your legacy only within limited vocabulary and quantitative measurements of value, this coaching conversation is about expanding your language to have a nuanced awareness to your relationship to money. After listening, you will have a clearer idea of how your role with money can play into the trajectory of your legacy without having to carry on feelings of anger or disdain.Learn more about Dr. Jamie Traeger-Muney and her latest research project at https://wealthlegacygroup.com. -Based on research done with 4th generation family enterprises, Dr. Jamie Traeger-Muney co-authored "Social Impact in 100-Year Family Businesses: How Family Values Drive Sustainability through Philanthropy, Impact Investing, and CSR" as well as part of "Borrowed From Your Grandchildren". She is currently researching Financially Diverse couples, a subject that while becoming increasingly common has yet to be clinically studied.Jamie has the distinction of being the first psychologist to be hired as an employee of a bank, to work with their clients (2007). She worked as a Family Wealth Consultant for Wells Fargo’s Family Wealth Group, a multi-family office platform serving families with $50 million and above in investable assets.-Are you lacking support to grow your vision of a personal legacy worth lasting more than your lifetime? We can assist! Email us at info@angelinacarleton.com -- let us know where you are struggling in the process of defining, developing and executing your legacy. We can then plan a future podcast episode where specific challenges are explored to present a broad range of solutions to help you, and any other listeners, navigate this subject (discretion is of course offered to the party writing in). Stop going at this alone and bring us your smallest and biggest obstacles so we can take the complexity out of achieving legacies. After all, what "lack of knowledge" is doing to your legacy is just not right! If you are overwhelmed or confused on where to begin or who to trust with your legacy, we can tailor make a plan designed to nurture and encourage what is important to you... Just go to DesignUrLegacy.com and book your first Discovery Coaching Session. Knowing how to build and create a legacy plan to align with your values, vision and guiding principles shouldn’t be out of reach. Go to DesignUrLegacy.com and book your coaching session to give your legacy the respect it deserves.

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