Dec 20, 2021
Ep 47 – When She Has The Money; Exploring the unique experiences of financially diverse couples in family enterprises
Listen in as we talk to Dr. Jamie & Evan Traeger-Muney about the variety of values and approaches when it comes to money in family enterprises and the “Three C’s” to live by to navigate the territory with love & compassion:
The First C: Courage-being courageous in discussing the taboo subject of money and wealth, particularly when the woman comes to the relationship with more money from a family enterprise.
The Second C: Curiosity-approaching conversations about our relationship, values, and beliefs about money with an open mind and curiosity as opposed to certainty about what is right.
The Third C: Communication-the importance of honest communication about money, wealth, and privilege in any relationship and the unique challenges when the woman has more.
Dr. Jamie Traeger-Muney*
You can catch a copy of Jamie's book here on Amazon.
Evan Traeger-Muney manages several non-profit organizations and is a founding partner of Camp Kimama, Israel’s premier international summer camp. Evan is an expert in conflict resolution, facilitating deliberative processes that allow disparate parties to explore shared concerns and together create sustainable solutions. He works with groups of Israelis, both Jewish and Muslim and with Palestinian Arabs, in particular with religious leaders engaged in peacemaking.
Evan is part of a Financially Diverse Couple, and has been married for close to 30 years. He has over 25 years’ experience managing businesses, including ten years working in his wife’s family business. Together with his wife, he is conducting research on Financially Diverse Couples in order to better understand both the unique gifts and challenges created when one partner brings significantly more financial resources to the relationship.
He earned his MA in International Relations from The Johns Hopkins University’s School of Advanced International Studies (SAIS). He has guest-lectured at Hebrew University, Bar Ilan University and The Interdisciplinary Center in Herzliya and is a regular lecturer for groups visiting Israel.
You can learn more about the Wealth Legacy Group’s research here.
Michael Palumbos is a registered representative of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies.
Family Wealth and Legacy LLC is not an affiliate of Lincoln Financial Advisors Corp.
*Not affiliated with Lincoln Financial Advisors Corp.