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The Family Biz Show

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.

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Securities offered through Osaic FA, Inc., member FINRA/SIPC. Osaic FA is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic FA.

Lincoln Financial Advisors is now Osaic FA, Inc.  Any reference to Lincoln Financial within these files should be disregarded.