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المحتوى المقدم من Diana Gisel Yañez, CFP® - money coach and investment manager, Diana Gisel Yañez, CFP® - money coach, and Investment manager. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Diana Gisel Yañez, CFP® - money coach and investment manager, Diana Gisel Yañez, CFP® - money coach, and Investment manager أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.
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Navigating Money, Legacy, and Family Dynamics with Dr. Shay Harris-Pierre

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Manage episode 498669944 series 3549695
المحتوى المقدم من Diana Gisel Yañez, CFP® - money coach and investment manager, Diana Gisel Yañez, CFP® - money coach, and Investment manager. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Diana Gisel Yañez, CFP® - money coach and investment manager, Diana Gisel Yañez, CFP® - money coach, and Investment manager أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.
Navigating Money, Legacy, and Family Dynamics with Dr. Shay Harris-Pierre

In this episode, our guest Dr. Shay Harris-Pierre and I explore the emotional and relational dimensions of wealth. Dr. Shay is a family legacy strategist and financial therapist with a background in marriage and family therapy. She shares her journey from training clinicians to working with families navigating sudden wealth, inheritance, and cross-class growth. Together, we dive into the emotional thermostat metaphor for financial comfort zones, the unconscious ways people sabotage or limit their financial growth, and how money beliefs shape behavior across generations.

About Dr. Shay Harris-Pierre

Dr. Shay Harris-Pierre, LPC, CFT, is a Family Legacy Strategist and Licensed Professional Counselor specializing in the emotional and relational aspects of wealth. With over a decade of clinical practice, she helps families with shared wealth navigate conflicts like apathy, entitlement, and estrangement, guiding them through challenging conversations that strengthen bonds and uphold values. Her expertise spans financial therapy, cross-class mobility, and intergenerational wealth transfer, with a focus on helping wealth creators and inheritors understand what their wealth is truly for.

Her career path weaves together marriage and family therapy, financial therapy, and family business consulting. After years as a professor training therapists, Dr. Shay transitioned into private practice, working with high-achieving women of color, couples, and families. She consults with Continuity Family Business Consulting, helping multi-generational enterprises resolve conflict and align leadership.

Living in Arlington, VA, with her husband and their Maltipoo, Dr. Shay integrates personal passion and professional insight into her mission: to help families not only preserve financial capital but nurture the human capital—the people, purpose, and values—that give wealth meaning. Through her work, she invites families to steward their legacy with intention, empathy, and courage.

Episode Highlights

00:01:48 Meeting Dr. Shay and her journey into financial therapy
00:03:38 Early family dynamics and the roots of her career
00:05:18 How sudden wealth and cross-class growth impact families
00:08:08 The emotional thermostat: adjusting to new financial realities
00:11:58 Defining cross-class growth and the struggle of wealth integration
00:15:38 Finding balance between heritage culture and new wealth culture
00:18:48 Grieving the past when stepping into new financial spaces
00:28:58 How financial professionals can build trust with marginalized clients
00:36:45 Emotional family governance and why relationships need structure
00:43:38 Supporting sensitive clients through empathy and attunement

Keywords

#FinancialTherapy #FamilyLegacy #WealthTransfer #CrossClassGrowth #EmotionalIntelligence #MoneyBeliefs #SuddenWealth #FamilyGovernance #SocialJusticeFinance #GenerationalWealth

Resources

Harris Pierre Consulting
Shades of Wealth Podcast
LinkedIn
Instagram
Affluence Intelligence by Stephen Goldbart
Strangers in Paradise by James Grubman
We Need to Talk by Jennifer Risher
The Color of Money by Mehrsa Baradaran

Watch on Youtube Here

Diana Gisel Yañez is an Investment Advisor Representative of Natural Investments PBLLC. Natural Investments is an independent Registered Investment Advisor. All the Colors is not a registered entity and is not an affiliate or subsidiary of Natural Investments. See our Disclosures and Disclaimers and read our Form CRS.

  continue reading

55 حلقات

Artwork
iconمشاركة
 
Manage episode 498669944 series 3549695
المحتوى المقدم من Diana Gisel Yañez, CFP® - money coach and investment manager, Diana Gisel Yañez, CFP® - money coach, and Investment manager. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Diana Gisel Yañez, CFP® - money coach and investment manager, Diana Gisel Yañez, CFP® - money coach, and Investment manager أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.
Navigating Money, Legacy, and Family Dynamics with Dr. Shay Harris-Pierre

In this episode, our guest Dr. Shay Harris-Pierre and I explore the emotional and relational dimensions of wealth. Dr. Shay is a family legacy strategist and financial therapist with a background in marriage and family therapy. She shares her journey from training clinicians to working with families navigating sudden wealth, inheritance, and cross-class growth. Together, we dive into the emotional thermostat metaphor for financial comfort zones, the unconscious ways people sabotage or limit their financial growth, and how money beliefs shape behavior across generations.

About Dr. Shay Harris-Pierre

Dr. Shay Harris-Pierre, LPC, CFT, is a Family Legacy Strategist and Licensed Professional Counselor specializing in the emotional and relational aspects of wealth. With over a decade of clinical practice, she helps families with shared wealth navigate conflicts like apathy, entitlement, and estrangement, guiding them through challenging conversations that strengthen bonds and uphold values. Her expertise spans financial therapy, cross-class mobility, and intergenerational wealth transfer, with a focus on helping wealth creators and inheritors understand what their wealth is truly for.

Her career path weaves together marriage and family therapy, financial therapy, and family business consulting. After years as a professor training therapists, Dr. Shay transitioned into private practice, working with high-achieving women of color, couples, and families. She consults with Continuity Family Business Consulting, helping multi-generational enterprises resolve conflict and align leadership.

Living in Arlington, VA, with her husband and their Maltipoo, Dr. Shay integrates personal passion and professional insight into her mission: to help families not only preserve financial capital but nurture the human capital—the people, purpose, and values—that give wealth meaning. Through her work, she invites families to steward their legacy with intention, empathy, and courage.

Episode Highlights

00:01:48 Meeting Dr. Shay and her journey into financial therapy
00:03:38 Early family dynamics and the roots of her career
00:05:18 How sudden wealth and cross-class growth impact families
00:08:08 The emotional thermostat: adjusting to new financial realities
00:11:58 Defining cross-class growth and the struggle of wealth integration
00:15:38 Finding balance between heritage culture and new wealth culture
00:18:48 Grieving the past when stepping into new financial spaces
00:28:58 How financial professionals can build trust with marginalized clients
00:36:45 Emotional family governance and why relationships need structure
00:43:38 Supporting sensitive clients through empathy and attunement

Keywords

#FinancialTherapy #FamilyLegacy #WealthTransfer #CrossClassGrowth #EmotionalIntelligence #MoneyBeliefs #SuddenWealth #FamilyGovernance #SocialJusticeFinance #GenerationalWealth

Resources

Harris Pierre Consulting
Shades of Wealth Podcast
LinkedIn
Instagram
Affluence Intelligence by Stephen Goldbart
Strangers in Paradise by James Grubman
We Need to Talk by Jennifer Risher
The Color of Money by Mehrsa Baradaran

Watch on Youtube Here

Diana Gisel Yañez is an Investment Advisor Representative of Natural Investments PBLLC. Natural Investments is an independent Registered Investment Advisor. All the Colors is not a registered entity and is not an affiliate or subsidiary of Natural Investments. See our Disclosures and Disclaimers and read our Form CRS.

  continue reading

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