Episode Overview:
In this episode, Jake Knight speaks with Marlis Jansen about her journey as a rising gen member of a family with generational wealth, her work in wealth psychology, and the importance of cultivating financial wellbeing. Marlis shares her personal experiences, challenges, and insights into stewarding wealth, dealing with trauma, and fostering deeper connections within families. Together, Marlis and Jake discuss how financial stewardship goes beyond money and into legacy, values, and relationships.
Chapters:
00:00 - Navigating the Responsibility of Inheritance
Marlis introduces the concept of responsible stewardship, sharing how inheriting wealth without guidance can feel overwhelming, like “bricks with no supporting walls.”
00:30 - Welcome and Introduction to Marlis Jansen
Jake introduces Marlis, highlighting her professional background in wealth psychology and her unique perspective as a sixth-generation inheritor focused on family stewardship.
01:40 - Defining Stewardship in Family Wealth
Marlis shares her family’s history and values, explaining why she uses the term “stewardship” instead of “wealth,” focusing on legacy over assets.
04:10 - Challenges of Financial Literacy
Marlis discusses the lack of financial literacy in her upbringing, her early experiences with money, and the struggle to live within her means despite inheriting wealth.
07:20 - Financial Wellbeing and Personal Growth
Jake and Marlis explore how financial wellbeing requires a holistic approach beyond basic financial literacy, aiming to align values, wealth, and personal growth.
11:00 - The HEARTS Model of Financial Wellbeing
Marlis explains her HEARTS model (Heritage, Empathy, Action, Responsibility, Trust, and Stewardship), a framework she developed to help families cultivate financial and personal wellbeing.
14:30 - Shifting Conversations Around Wealth
Jake and Marlis discuss the need for a broader conversation around family wealth that includes human values, empathy, and a focus on non-financial assets.
17:00 - Trauma and Wealth: Naming and Healing
Marlis explains how trauma, even from growing up in a wealthy family, can impact one’s self-perception and financial behavior. She emphasizes the importance of recognizing and healing these traumas.
23:30 - Steps to Heal from Financial Trauma
Marlis outlines steps for healing from trauma associated with wealth, including recognizing physical responses, engaging in supportive conversations, and finding personal insights through nature and introspection.
28:00 - The Role of Peer Networks in Personal Growth
Marlis praises Enclave for providing a space where peers can connect over shared experiences, highlighting the importance of support networks in healing and personal development.
30:00 - The Power of Nature and Movement in Healing
Jake and Marlis discuss how nature and movement can help people connect with their inner guidance, offering a grounding way to work through complex emotions and insights.
35:00 - Empowering Families to Engage in Holistic Work
Marlis shares examples of facilitating family connections and explains how creating meaningful, multi-sensory experiences strengthens family relationships.
36:30 - Rising Gen Challenges and Opportunities
The conversation shifts to the challenges rising gen members face, such as understanding complex family structures, aligning wealth with personal values, and building financial wellbeing.
39:00 - Building Strong Family Bonds: The ‘PUFR’ Tradition
Marlis describes her family’s commitment to maintain
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