Episode description
Tune in to hear:
- Why is understanding our own money stories such a valuable principle? What is Jamie’s money story?
- Did Jamie’s dad’s career trajectory or unexpected death shift the way Jamie approached his own career?
- Is it pretty typical for people to full-heartedly accept or reject their family of origin’s money scripts/styles?
- Why do we frequently search for external answers, rather than our intrinsic value, on how to maximize our wealth?
- Does Jamie foresee a world where advisors take a more active role in talking about and monitoring health outcomes for their clients or does this seem unrealistic?
- What role does community play in helping people create a life of financial wellness? How can people be more intentional about creating community in a disconnected world?
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Compliance Code: 0092-OAS-1/13/2023