The Power of Open Dialogue: Money, Trust, and Legacy Planning with Dr. George James (Ep. 5)

Conversations about money, family, and purpose can be the hardest ones to have, yet they’re often the most important.

In this episode of The Planning Perspectives Podcast, hosts Jamie Hopkins and Kate Duffy sit down with Dr. George James, LMFT, MBA, licensed therapist, executive coach, and CEO of George Talks, to explore how communication, family roles, and personal narratives shape the way we live, lead, and love.

Dr. James opens up about his own experiences, the lessons behind his new book “I Give Myself Permission,” and how embracing open dialogue can transform relationships and redefine what “enough” really means.

Key takeaways:

• How early money experiences and family narratives shape financial decision-making
• Why conversations about money, trust, and values are essential for healthy relationships
• The importance of understanding family roles in business and legacy planning
• How scarcity and abundance mindsets influence both finances and fulfillment
• Why giving yourself permission to rest, take risks, or grow is vital for balance and joy

Chapters:

00:00 – Introduction & Meet Dr. George James
01:17 – From Medicine to Psychology: Finding a Purpose in Helping Others
05:43 – Talking About Money and Communication Challenges
06:54 – The Truth About Prenups and Building Trust
09:40 – Family Roles, Dynamics, and Decision-Making
11:54 – Balancing Family and Business Relationships
16:50 – How to “Conflict Less and Communicate More”
19:00 – Money Memories, Scarcity, and Abundance Mindsets
24:41 – Redefining “Enough” and Finding Joy Beyond Wealth
26:10 – I Give Myself Permission: Dr. James on Growth, Healing, and Balance
29:46 – Closing Remarks and Next Steps

About Our Guest:

George James, Psy.D., LMFT, MBA, is the CEO of George Talks, where he blends humor, insight, and years of experience to tackle the big issues we all face, whether it’s work-life balance, navigating relationships, or stepping up as a leader. With 20+ years in the field, George is a familiar face on shows like The TODAY Show, CNBC, and CNN, where he breaks down complex topics with clarity and a touch of wit. As the host of the LEAPCAST podcast, George sits down with leaders, athletes, and entertainers to get real about their personal and professional challenges. And as the co-host of Strike Out the Stigma with the Philadelphia Phillies, he’s bringing mental health to the forefront of the sports world.

George works with everyone from professional athletes and entertainers to executives and couples, helping them tackle everything from anxiety and leadership to parenting and communication. His consulting work with companies like Paramount, NBC Universal, and Google focuses on bridging mental health and relationships in the workplace. Known for his approachable style and no-nonsense advice, George helps people and organizations find balance, stay resilient, and thrive in their lives and careers.