Join us as Sandi Bragar, Chief Client Officer at Aspiriant, and Cammie Doder, Chief Marketing Officer and partner at Aspiriant, unravel the intricate world of finances within family-run businesses. Sandi takes us on her personal journey from the technical side of financial planning to embracing the emotional discussions about money that often go unspoken. Meanwhile, Cammie Doder shares her reflections on how a scarcity mindset can shape one's financial perspective and the intentional steps needed to overcome such barriers. Together, we shed light on the courage required to have meaningful conversations about finances and how these discussions can transform family dynamics.We delve into the fabric of family ties, exploring how money, values, and family narratives are deeply interwoven. Each credit card statement becomes a revelation, uncovering whether our expenditures align with our personal principles. Through compelling stories of family businesses, we discuss the delicate balance between shared and individual values across generations, punctuated by an illustrative tale of a couple whose differing aspirations stirred conflict. We consider how our family narratives around money, often driven by fear and protection, shape our perceptions and behaviors, influencing how we view success and security.Acknowledging the shame and secrecy that often surround financial matters, we take a bold step towards fostering an environment where open dialogue can flourish. By embracing a growth mindset, individuals and families can move beyond societal judgments and self-imposed limitations, unlocking potential for personal and financial growth. Sharing these personal experiences not only empowers us but also enhances familial relationships — an essential step for future generations. We invite our listeners to engage further by sharing their thoughts and stories, helping us build a community committed to courageous conversations about money.Connect with Cammie:Connect with Cammie on LinkedInConnect with Sandi:Connect with Sandi on LinkedInLearn more about Money Tales:https://aspiriant.com/podcasts/ Learn more about Aspirant:https://aspiriant.com/ Sandi’s Bio:Sandi is the Chief Client Officer at Aspiriant and leads their Planning, Strategy & Research team. The group is responsible for Aspiriant's state-of-the-art wealth planning platform that fosters intimate client relationships and helps families navigate the complex facets of their financial lives. Sandi also co-hosts our Money Tales podcast. Sandi has been frequently quoted in the media, including CNBC, Bloomberg TV and Radio, Fox Business News, Yahoo! Finance, The Wall Street Journal, and the San Francisco Chronicle. Among other accolades, Sandi has been named one of Forbes America’s Top Women Advisors and Best-In-State Wealth Advisors in 2024.Cammie’s Bio: Cammie is the Chief Marketing Officer and a partner of Aspiriant. Cammie is also a member of the Executive Committee, National Leadership Team, and co-host of the Money Tales podcast. Cammie is a marketer at heart, working in a client-centric, fiduciary-focused firm, which means she is a listener, educator, and advocate, first and foremost. Cammie is passionate about empowering our current and prospective clients by helping them navigate the murky waters of the industry to make informed decisions about their financial lives. Outside the office, Cammie spends time with her husband and two daughters. They are either enjoying their local environs or visiting family in Southern California, on the East Coast or in Ireland.Connect with Dr. Donna:LinkedIn | https://www.drdonnamarino.com/Learn more about Dr. Donna’s Executive Coaching:Get your copy of Dr. Donna’s book, Unleash the Wise Leader in You! on Amazon.Learn more about Leadership & Team Trainings for Family BusinessesFind out if our Women’s Leadership Group is right for you.Podcast Category:Business: ManagementBusiness: CareersPodcast Artist Name: Dr. Donna MarinoShow Email: [email protected] Website URL: https://www.drdonnamarino.com/

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