Emotional Impact of Wealth with Dr. Jamie Traeger-Muney

Book your Discovery Session today at www.designurlegacy.com/sessions, the ultimate resource to help you define, develop and execute your holistic legacy plan today. Lock in your spot at www.designurlegacy.com/consultation. - As an inheritor, you are or will be faced with societal perceptions as well as limited opportunities to converse around the subject of money, wealth and everything that comes with it. But even if you think you can live with the pressure or isolation, there’s only so much you can do to create a holistic legacy if you are walled off from the world or avoiding the full range of emotions in the dynamics of affluence. So when it comes to your personal development in the context of privilege, how do you make space for these 'hush hush' conversations? In this podcast episode, Angelina Carleton speaks with Dr. Jamie Traeger-Muney, founder of Wealth Legacy Group, about the emotional impact of wealth on inheritors, women, and couples. Jaime talks about benefits of solidify your values through sound governance structures and how to live an 'examined life' around money. There can be a fluency on the subject of wealth, if one makes space for it, compared to shame, embarrassment or hiding as the default. If you think of your legacy with limited vocabulary or confined experiences of the past, this coaching conversation is about expanding your possibilities to have more freedom, fulfillment and satisfaction in your relationship to affluence. After listening to this episode, you will have a clearer idea of how your role with your wealth connects to the trajectory of your legacy so you no longer have to carry feelings of guilt, anger or disdain. Learn more about Dr. Jamie Traeger-Muney 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". 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. --- About Legacy Planning(c): There is an empty space between financial planning and estate law where a co-active coach can expand the conversations around your holistic legacy planning. Our Story: We believe the positive legacy of every human being can be realized with great coaching. Most of us are not developing the kind of legacy that allows us to be as happy and intentional as we'd like to be. We think, speak and write about developing personal life legacies so others can see a way forward with ease and possibilities. If the path to your legacy is defined and developed, you will be able to experience more freedom, fulfillment and satisfaction. Our Mission Statement: Developing a holistic legacy is not yet an endeavor to pursue for most people, even if it could be a vision ‘one day’, which sometimes makes people feel overwhelmed and with clay feet. We wake up every morning and pave a way for "new legacy conversations" so more people can take personal agency in designing their lasting legacy. Our Theme: If the bridge to a personal legacy is made clear, more people will be able to cross to the other side and design a legacy filled with meaning and their values. - If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with self-made entrepreneurs, family office executives, NextGen family members, trustees of charitable estates and those participating in family foundations. Thank you for tuning in and joining us on this journey! #humancapital #spiritualcapital #intellectualcapitalBecome a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.