Holistic Wealth Podcast

Happy New Year! We’re excited to release this New Year episode of the Holistic Wealth podcast with Keisha Blair. It’s so fitting that we start the New Year with this topic: Holistic Wealth is the New Generational Wealth: How to Embrace it in 2025.

In today’s rapidly evolving world, traditional ideas of wealth are being redefined. While generational wealth—leaving financial assets like property, investments, and savings for future generations—has been a cornerstone of legacy-building, it often neglects critical aspects of emotional, mental, and spiritual well-being. As we step into 2025, it’s time to embrace a more expansive vision: Holistic Wealth is the new generational wealth.

Holistic Wealth goes beyond financial security to include emotional resilience, mental health, and the alignment of values and purpose. In this episode, we’ll explore why holistic wealth is essential for creating a lasting legacy, backed by research, actionable strategies, and practical tools to help families thrive across generations.  

Whether you’re seeking to align your finances with your values, overcome emotional challenges, or gain professional certification, this episode is your gateway to thriving through holistic wealth coaching, and leadership training in achieving your goals in 2025. Holistic Wealth Expanded and Updated book, has several chapters to help you master the art of recovery from disruption including dealing with negative emotions. The Holistic Wealth Personal Workbook is also a great resource. Subscribe and tune into this episode of the Holistic Wealth Podcast.

Resources Used In This Episode:

Holistic Wealth (Expanded and Updated): 36 Life Lessons To Help You Recover From Disruption, Find Your Life Purpose and Achieve Financial Freedom by Keisha Blair

Certified Holistic Wealth Consultant Program – Institute on Holistic Wealth

The Holistic Wealth Pledge

The Holistic Wealth Personal Workbook by Keisha Blair

What is Holistic Wealth?

Pioneered by Keisha Blair, Mother of Holistic Wealth, renowned economist, author, and founder of the Holistic Wealth movement, this concept goes beyond financial security to include emotional resilience, mental health, and the alignment of values and purpose. In this episode, we’ll explore why holistic wealth is essential for creating a lasting legacy, backed by bold research, actionable strategies, and practical tools to help families thrive across generations.

What is Generational Wealth?

Generational wealth refers to the financial assets—such as property, investments, businesses, and savings—that families pass down from one generation to the next. It creates a financial safety net, providing opportunities for future generations to thrive.

However, research shows that wealth transfer often fails:

• 30% of generational wealth is successfully passed to the second generation.
• By the third generation, 90% of wealth is lost.
  (Source: Williams Group Wealth Consultancy)

Why does this happen? Poor financial planning, lack of communication, and the absence of financial literacy play a role, but there’s a deeper issue at work: the emotional and mental baggage tied to money. Unresolved trauma, stress, and scarcity mindsets often sabotage even the most well-intentioned financial plans.

Why Holistic Wealth is the New Generational Wealth

Holistic wealth goes beyond safeguarding financial assets to include:

• Emotional resilience.
• Mental clarity.
• Spiritual alignment with one’s values and purpose.

While generational wealth focuses on passing down money, holistic wealth ensures that the intangible tools needed to maintain and grow that wealth are also passed down. Without these, financial assets often become a source of conflict, mismanagement, or stress.

Here is one critical truth: “Nervous system regulation and emotional well-being are just as important as financial planning” – Keisha Blair