Surprising Lessons about Financial Health from the Very Wealthy

100dollarheartwithcoinsMoney is one of the most evocative aspects of our lives. Having spent over ten years working with wealthy families, I can assure you that “financial health” has very little to do with how much money we have. What matters most is being emotionally intelligent.

 

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Financial Therapy: Addressing the Rich Stigma and Hostile Envy

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The Rich Stigma

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Holiday Joy Diminished by Family Money Dynamics

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The Inheritor's Dilemma: How to Claim Your Identity in the Face of New or Inherited Wealth

meteorThe word is getting out about the profound impact sudden money and inherited wealth can have on a person's life and well being. 

It was only through a fluke that we became aware that our founder and thought leader in the arena of wealth psychology, Dr. Jamie Traeger-Muney, was quoted not only by Barclays, but also in "Wealth Arabia Magazine".

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Are you one of 125 million adults in North America without a Will?


Willing-Wisdom-Book-CoverOn Aug. 27th we will be speaking with Dr. Tom Deans, author of the new book: "Willing Wisdom" to discuss why having a will -- which, by the way, only costs $500 on average -- is so often avoided - and what we can do about it!

On this edition of Sylvia Global Media's Wealth Psychology Show with Emily and Dr. Jamie, we will explore why more than 125 million US and Canadian adults don't have a will and why this is a tragedy Dr. Deans is passionate about rectifying. During this interview, we will address:

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Money Patterns Revealed: Understanding Money Habits and Behaviors that Keep Repeating

moneymagiccoverJoin us to learn more about why you keep repeating the same conversations, arguments, mistakes, or having the same challenges when it comes to money in your life.

In 2004, I started working with families on the successful transitioning of wealth from one generation to the next.

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Facing Transitions from a Place of Abundance!

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Wisdom about Wealth: What to Do when you Marry Someone Conflicted about their Wealth

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Do you experience conflicting emotions related to the degree of wealth you have?

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Guardians and Trustees: When and How to Prepare Beneficiaries

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During our interview with authors and wealth psychology professionals, Keith Whitaker and Susan Massenzio, we received listener questions related to the impact of gift giving on inheritors.  We ran out of time before we could respond to the following question on air - here's the question and our response:

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Inheritor’s Dilemma: Paperwork Avalanche

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Join us LIVE Tuesday, February 26th 8-9am pacific time for a lively, informative discussion focused on the emotional impact of receiving an inheritance.

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Latest News

Money Types will Assist or Derail Financial Conversations"Valerie" (not her real name to protect her privacy), newly engaged to Bob who has two children from his prior marriage, is meeting with Bob and his long time male estate-planning attorney. The...
Jamie writes: "To truly calculate your net worth, you must consider all of your assets. Now, let me be clear, as a coach and a consultant to some of the world's wealthiest people, I am not simply talking about real estate, jewelry, or other types of ...

Recent Blogs

This week, I'm turning 50 and I thought the best gift I would receive was finishing the first draft of my book, Thrive & Help Thrive. The concept of the book is the more we leverage our True Net Worth (our talents, trusts, treasures & time) t...
​The number one concern we hear from our clients is the worry that their wealth will negatively impact their children and grandchildren, causing them to be spoiled, entitled, and to lack motivation.Questions like these are keeping thoughtful parents ...