Resources

 

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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Steps for Successful Estate Planning for Stepfamilies

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Are you challenged with having “yours, mine and ours” children in your family dynamics?

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For Love and Money: How Your Relationship with Money Impacts Your Loving Relationships

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In honor of Valentine’s Day --  a day devoted to honoring love, celebrated on February 14th in the U.S. – we are focusing our attention on Love and how our relationship to money impacts our expression of and receptivity to love in our lives.

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Women and Philanthropy: A Conversation with Gael Sylvia of Women Moving Millions

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Gael Sylvia, founder of Sylvia Global Radio and member of Women Moving Millions, presented on “Women and Philanthropy” at USC’s Center on Philanthropy and Public Policy’s Leadership Forum entitled Philanthropy: Imagination, Innovation, and Impact.

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When is a Gift not a Gift? A Conversation about the Impact of Giving an Inheritance with Authors Susan Massenzio and Keith Whitaker

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When parents think of passing along their wealth, their assets, and all that they've accumulated, they want those who are the recipeints to benefit from their gift and use it wisely.  What many who give don't understand is the tremendous impact their gift can have on those who inherit.

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An Inheritor's Dilemma: How to Respond to Probing Questions

Thank you to Wetherby Asset Management for sponsoring this show covering an important issue faced by inheritors.

Have you ever found yourself confronted with questions about your life you don't want to answer?

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How Your Money Type Impacts Your Ability to Trust Yourself and Your Advisors

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Understanding your approach to money can be your best line of defense when it comes to keeping yourself from being taken advantage of or swindled out of your money. Whether you are self made, or an inheritor, or a divorcee who has a settlement and a whole new level of responsibilities and decisions to make about your money, most important first step in claiming your dignity, power, and sense of confidence in the realm of finances is to build your capacity to TRUST YOURSELF.

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Learn About Communication for Couples when it comes to Money

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When the topic is fresh and the interview is filled with important information, our hour-long radio show flies by!  

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Couples and Money with author Deborah Price

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Attention Couples looking for new ways to approach your patterns when it comes to estate and financial planning.

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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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Wealth Psychology: Raising Empowered vs. Entitled Children

Listen Now to the Sylvia Global Wealth Psychology show about how affluent parents can raise resilient, savvy kids when it comes to money.

This topic was inspired by listeners who called in last week asking for support with their children ranging in age from 17 months to 22 and over. These parents are not alone, as multiple research studies have shown that the number one issue that keeps wealthy parents up at night, regardless of the ages of their children, is what the impact of the wealth will be on their offspring.

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For Those in the 1% or the 99% Wealth and Money have an Emotional Impact

In the same week that Wealth Legacy Group was featured in Forbes we were also quoted in Mother Jones Magazine. The world is ripe for a new conversation, with new approaches, to the same emotional issues underlying the conflict between the “have’s” and the “nots”. As I read the Mother Jones piece, my heart ached at the cynicism, hatred, and suffering in the words. I also found myself wondering how many of the “99%” in the occupy movement bought lottery tickets the week it was up to over half a billion dollars? It’s hard to bring wealth, prosperity, and abundance into your life when you hate and vilify those you secretly want to trade places with. The psyche cannot reach for and attain and keep that which it despises.

When we blame, point fingers, make wrong, and judge the other for how they have hurt and impacted us, we lose the opportunity to learn more about what is influencing our differences and causing the divide to widen – both between disparate groups and within our own hearts and minds. We cannot solve these issues with the same thinking and approaches that caused them to proliferate in the first place. We need leaders from both sides of the equation to step forward and speak with each other from a place of respect, interest, inquiry, and, most of all, compassion. When we can connect around our shared humanity and begin to relate from a new paradigm, we will begin to experience the shift we are seeking – all of us — towards greater peace and fulfillment in our lives.

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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 ...