Resources

 

Dr. Jamie Traeger-Muney specializes in the emotional impact of wealth on inheritors, women, and couples. She has revolutionized the conversation of wealth and worth by providing an opportunity to openly discuss the roles money plays in her client’s lives, enabling them to be passionately engaged in the world and to lead a rich life. She works with multi-generational families, helping them to concretize their values, develop a vision for their future, and create sound governance structures.

Jamie’s personal experience as an owner of a family business and board member of her family foundation, combined with her theoretical and practical expertise in wealth psychology, has given her a unique sensitivity to issues surrounding the inter-generational family dynamics of affluence.

Jamie has been featured in major media outlets such as: Reuters, BBC, Huffington Post’s Third Metric, WSJ, and Bloomberg BusinessWeek. She is a regular contributor to Thrive Global and has been named as one of Medium’s top financial writers. Jamie is currently writing a book entitled, Thrive & Help Thrive: The Amazing Mutual Benefits of Giving.

Jamie also has the distinction of being the first psychologist ever to be hired as an employee of a bank, to work with their clients. 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.

Jamie has been married for almost 25 years and has two children. She believes strongly in a need to give back to her community, offering pro bono expertise to nonprofit agencies and serving on several community boards.

Proud Mama Moment 3 Tips to Pass Your Values on to Your Children

Proud Mama Moment
3 Tips to Pass Your Values on to Your Children
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) towards making a positive difference in the world, the greater our own experience of thriving. Gettin...
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Lower Your Expectations! 3 Easy Steps to Accomplish Your New Year’s Resolutions

Lower Your Expectations!
3 Easy Steps to Accomplish Your New Year’s Resolutions
Happy New Year! If you are like 92% of us, every December you make New Year's resolutions and by March (at the latest) they are already broken. This year, resolve to accomplish your goals by lowering your expectations. These 3 easy steps will help you accomplish any goals you set for yourself (no matter when).Step #1: Understand How Change Really W...
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What Is Your True Net Worth?

What Is Your True Net Worth?
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 material assets. When determining your True Net Worth (TNW), the real asset classes that need to be ...
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Delicious Thanksgiving Potluck

Delicious Thanksgiving Potluck

Ready in a snap, with plenty to go around. Go ahead take seconds, thirds even, this menu will fill you up, but you won’t gain any weight.

 
  • Soup

    ...
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Which Meme Moves You More?

Which Meme Moves You More?

It is November 15, 2016, Donald Trump is the president elect of the United States. Whether you like him or not, voted for him or not, it doesn’t matter, this is the reality. A week after the election, there has been an outpouring of communications: calls, emails, and social media posts. Emotions are running high, with people expressing the full array of feelings. As I read these messages, though, I have noticed that there are generally two types of things being communicated and each one leaves me with a very different set of feeling and sense of empowerment.

 

I am tracking two different types of memes. The first is reactive, full of negative emotions spanning from hopelessness and despair to anger and outrage. This group of memes have a win/lose perspective, viewing Trump’s win as a complete loss to what they believe in and to the future of the United States. The second, communicates that all is not lost, that we can and must hold on to our values and continue to take positive actions towards bringing about the changes we want to see. These communications have a Thrive and Help Thrive perspective, communicating that we need to seek solutions that are less of an either/or and more of a win/win for a broader range of citizens. While it is understandable that there could be very intense, negative emotional reactions to such a divisive election, I find that these communications leave me feeling dejected, listless, and disempowered. Alternatively, the second meme group inspires me, motivates me to take action, and reminds me that others aren’t giving up, so neither can I.

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Changing the Win/Lose Paradigm of this Presidential Election

Changing the Win/Lose Paradigm of this Presidential Election

By their very nature, elections are win/lose for the candidates running, but why does that have to be the case for the country as a whole? This presidential election, in particular, has been incredibly divisive. As a psychologist and coach, I have witnessed, first hand, increased levels of anxiety and fear and am concerned about the potential price Americans will have to pay in the aftermath of this election.

 

Almost everyone seems convinced that if the other candidate were to win, it would be disastrous. In fact, many voters are not happy with either option. They feel that instead of voting for the candidate of their choice, they are voting for the lesser of two evils, making the election not even win/lose, but in fact a lose/lose proposition.

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Live Your Legacy Now! Interview with Barbara Shaiman.

We get to find out how a successful business woman has transformed the lives of thousands of kids by showing them how to apply sound business principles to their passions. We will be asking her questions about how inheritors can apply these same principles in their lives to tap into their passions, and discover how they can leverage their wealth and well-being to truly make a positive difference – to whatever degree they choose.

Tune in to Sylvia Global at 8am pacific time and bring your questions for Barbara Shaiman, author of Live Your Legacy Now: Ten Simple Steps to Find Your Passion and Change the World.

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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 ...