The New Wealth Wave Podcast With Dr. Wallace

What if you discovered that 80% of your financial success has nothing to do with math? That the real reason you're stuck isn't the spreadsheet—it's the stories you inherited about money without your permission?Christine Luken, the Financial Dignity® Coach and author of "Money is Emotional: Prevent Your Heart From Hijacking Your Wallet," joins Dr. Joaquin Wallace to share her journey from financial rock bottom with a negative credit score and every card in collections to becoming a Kentucky Colonel honored for 18 years of financial literacy education. Despite having an accounting degree and working in banking, Christine learned the hard way that knowing how money works mechanically is completely different from understanding how it works emotionally."Each person is wired differently on how they think about money based on their past. We have to understand that past first in order to move forward," Christine explains. Traditional financial advice hands you a checklist and expects you to follow it. But Christine reveals why that approach fails smart, high-earning people: it ignores the emotional 80% that actually drives your financial decisions.In this conversation, Dr. Wallace and Christine explore the financial genetic code we all inherit, the difference between guilt and shame in money decisions, and why healing your relationship with money must happen before any financial plan will stick. Christine shares real client stories of couples making multiple six figures whose marriages are strained by money—not because they need to earn more, but because they've never examined their emotional triggers or power dynamics around finances.What you'll learn:Why understanding your financial past is the prerequisite to changing your financial futureThe critical difference between financial guilt (motivating) and financial shame (paralyzing)How to identify hidden emotional triggers before they sabotage your next financial decisionWhy traditional financial advice continues to fail smart people by ignoring the emotional 80%The power dynamics in couples' money relationships and how to navigate them safelyHow to break the cycle of money shame and move toward Financial Dignity®Teaching the next generation financial dignity instead of financial traumaWhy credit cards aren't evil (and other financial myths worth debunking)The Personalized Prosperity Plan approach for high-income earners stuck in stress cyclesHow to know when you need financial healing before financial planningChristine Luken's Resources:Book: "Money is Emotional: Prevent Your Heart From Hijacking Your Wallet" - https://www.amazon.com/Money-Emotional-Prevent-Hijacking-Wallet/dp/0998591203/Website: https://www.christineluken.com/Linktree: https://linktr.ee/financialdignitycoachLinkedIn: https://www.linkedin.com/in/financialdignitycoach/Instagram: https://www.instagram.com/christineluken/ and https://www.instagram.com/financialdignitycoach/Facebook: https://www.facebook.com/christine.luken/Subscribe to The New Wealth Wave Podcast and be part of the community breaking generational financial patterns through shame-free conversations about money.Grab a copy of Dr. Wallace's bestselling book "Generational Wealth Begins with Generational Knowledge" which offers a blueprint for understanding your financial genetic code and building wealth that lasts. Available now: https://amzn.to/4lsZfw8To learn more about Dr. Joaquin Wallace and the Generational Wealth Model, visit: https://www.drjwallace.comFollow us on social media at:Instagram: https://www.instagram.com/dr.joaquinwallaceX/Twitter: https://twitter.com/_JoaquinmediaYouTube: https://youtube.com/@TheNewWealthWavePodcast LinkedIn: https://www.linkedin.com/in/dr-joaquin-wallace-91819514

Generational Wealth Begins With Generational Knowledge®#1 Bestselling Author Dr. Joaquin WallaceAvailable now: https://amzn.to/4lsZfw8Throughout our lives, we've been told that money talks. But for many of us, it speaks a language we were never taught to understand.Why do 70% of wealthy families lose their fortune by the second generation, and 90% by the third? The answer lies not in failed investment strategies but in what Dr. Joaquin E. Wallace calls our "Financial Genetic Code," encompassing our Inherited Financial Narratives, Encoded Financial Behaviors, and traumas that quietly shape how we relate to money.In Generational Wealth Begins with Generational Knowledge®: The Seven Stages of Financial Empowerment and a Legacy of Prosperity, Dr. Wallace presents his groundbreaking Seven-Stage Generational Wealth Model©. This comprehensive framework addresses both the psychological and practical elements of building lasting wealth.Grab a copy of Dr. Wallace's bestselling book "Generational Wealth Begins with Generational Knowledge" which offers a blueprint for understanding your financial genetic code and building wealth that lasts. Available now: https://amzn.to/4lsZfw8Learn more about Dr. Joaquin Wallace: https://www.drjwallace.comFollow us on social media at:Instagram: https://www.instagram.com/dr.joaquinwallaceX/Twitter: https://twitter.com/_JoaquinmediaYouTube: https://youtube.com/@TheNewWealthWavePodcast LinkedIn: https://www.linkedin.com/in/dr-joaquin-wallace-91819514

A heartfelt thank you to our esteemed guests from Q4 of 2025 for The New Wealth Wave Podcast. Your discussions were not only challenging but also instrumental in driving change and making a significant impact on our audience. Let's revisit each guest's most viewed highlights. These moments have enriched our conversations and inspired actions toward creating generational wealth beyond mere financial literacy. Your Financial Past Isn't Your Financial Future with James Alexander, CFPhttps://youtu.be/jN6mwExpOZ0Getting Out of Your Own Way Financially with Dr. Gary Clementhttps://youtu.be/SDn2h1SoBZAClosing the Wealth Gap: Breaking Poverty Mindset with Tyrone Frenchhttps://youtu.be/WAk2EAar76ESubscribe to The New Wealth Wave Podcast and grab a copy of Dr. Wallace's bestseller, "Generational Wealth Begins with Generational Knowledge," on Amazon: https://amzn.to/4lsZfw8____________________To learn more about Dr. Joaquin Wallace and the Generational Wealth Model, visit: https://www.drjwallace.com

Making good money but still feel like you're going nowhere fast? Tyrone French knows exactly why—because he lived it.In this episode, Dr. Joaquin Wallace is joined by Tyrone French, founder of Tyrone French and Associates with over 34 years of experience as a personal finance coach. As an Accredited Financial Counselor and host of the Closing the Wealth Gap podcast, Tyrone has dedicated his career to empowering the 95% who feel left behind by traditional financial conversations."Each person is wired differently on how they think about money based on their past. We have to understand that past first in order to move forward," Tyrone explains. But understanding your past is just the beginning. The real transformation happens when you shift from a poverty mindset to an abundance mindset.Tyrone doesn't hold back: traditional financial literacy has failed because advisors keep "regurgitating the same tired notions" without teaching people how to actually apply the knowledge. This conversation explores what happens when you combine financial education with real-world application and mindset transformation.In this episode, you'll discover:Why Tyrone went from buying $3 shoes at Boys Market to working at McDonald's at 16—and what that taught him about financial independenceThe moment Tyrone realized he had no leverage at McDonnell Douglas—and how that awakening changed his entire financial trajectoryWhy looking wealthy (clothes, cars, jewelry) kept him broke in his twenties—and how he broke that cycle before it was too lateThe foundation every financial house needs that most people completely misunderstandWhy 80% of financially struggling people actually have the discretionary income to change their lives—they just don't know the processThe "shirtsleeves to shirtsleeves in three generations" cycle and exactly how to break itThe poverty mindset that must be ripped out and replaced—and how to recognize it in yourselfTyrone is emphatic about the importance of Dr. Wallace's book—not just for consumers, but for financial professionals too. "People think advisors are just naturally smart," he explains. "But there's a book out there that anybody can read." He calls "Generational Wealth Begins with Generational Knowledge" the book he would have written himself and insists every financial advisor who's serious about their profession needs to read it.This conversation goes beyond budgets and investment accounts. It's about understanding your financial genetic code, healing from past trauma, and making the decision to pay yourself first—even when that decision feels agonizing.Connect with Tyrone French: https://www.tyronefrench.com Toll-free: (877) 296-5192 Download the Tyrone French App: https://www.tyronefrenchapp.com Book: "Closing the Wealth Gap" LinkedIn: https://www.linkedin.com/in/tyronefrench/ Facebook: https://www.facebook.com/tyrone.french1 Subscribe to The New Wealth Wave Podcast for more conversations that challenge traditional financial advice and help you understand the psychology behind building lasting wealth.Dr. Wallace's Amazon bestseller "Generational Wealth Begins with Generational Knowledge" provides the blueprint for understanding your financial genetic code and creating generational prosperity. Tyrone calls it "the book I would have written myself" and says it's essential reading for both consumers and financial professionals. Available on Amazon: https://amzn.to/4lsZfw8Dr. Wallace's Website: https://www.drjwallace.com

"If you can't save, none of this other stuff matters." Dr. Gary Clement's blunt truth stops most people in their tracks—because without spending less than you earn, no strategy or income level will move you forward.In this episode, Dr. Joaquin Wallace is joined by Dr. Gary Clement, a distinguished educator, mentor, and advocate with more than 20 years in financial services holding certifications including CFP, CRPS, CRPC, AFC, and ABFP. Dr. Clement brings a rare combination of technical expertise and deep insight into financial behavior."It's not about the money you make, it's about the money you keep regardless of how much you're really making," Dr. Clement explains, cutting through one of the biggest myths in personal finance.This episode explores all seven stages of Dr. Wallace's generational wealth model, with particular focus on how our walls in and walls out—the internal and external forces we inherit—create patterns that can either build or block wealth across generations. Dr. Clement shares his own journey through financial healing, revealing how even seasoned professionals must confront their own money scripts and inherited behaviors to move forward.Dr. Clement brings a refreshing honesty to the conversation, sharing how his own walls out led him to prioritize certain cars, clothes, and living situations—and how recognizing those patterns changed everything. His perspective on financial education goes beyond tactics and formulas to address the deeper behavioral and emotional factors that determine success.For financial professionals, this episode offers powerful insights on moving beyond transactional advice to truly transformational relationships with clients. For anyone working to build wealth, it's a reminder that getting out of your own way might be the most important financial decision you ever make.Watch the full episode on YouTube or on your favorite podcast platform: Link: https://youtu.be/SDn2h1SoBZA 🔗 Connect with Dr. Gary Clement: https://www.linkedin.com/in/garyoclement   Subscribe to The New Wealth Wave Podcast and never miss conversations that transform how you think about money and legacy.Grab a copy of Dr. Wallace's bestselling book "Generational Wealth Begins with Generational Knowledge" which offers a blueprint for understanding your financial genetic code and building wealth that lasts. Available now: https://amzn.to/4lsZfw8Learn more about Dr. Joaquin Wallace: https://www.drjwallace.com

Your parents' money struggles don't have to become yours. But first, you need to understand what financial patterns you actually inherited.James Alexander, CFP and Partner at Edge Financial, returns for his third appearance this year to discuss how understanding your financial genetic code changes everything about wealth building. After reading Dr. Wallace's book in just four days, James shares why the biggest breakthrough for his clients isn't learning more tactics—it's discovering how their past shapes their present money decisions."Each person is wired differently on how they think about money based on their past. We have to understand that past first in order to move forward," James explains. Traditional financial advice hands you a rulebook and expects you to follow it. But James reveals why 80% of financial success comes from behavior and mindset—not math equations.As we head into Q4, this conversation delivers both the psychology and the practical strategy. James tackles the real questions: Why do people who understand budgeting still overspend? How do you stay calm when the market drops? What's actually worth more—gifting money to your kids now or leaving them an inheritance later?💰 Key insights covered:Why understanding your financial genetic code transforms client conversationsThe critical difference between financial literacy and financial inclusionHow falling interest rates create opportunities for refinancing and portfolio growthThe power of Roth IRA conversions to create tax-free inheritance for your childrenWhy the best financial advice focuses on value, not costPractical fourth quarter tax strategies to implement before December 31stThe real reason most budgets fail (and how to reframe them for success)Estate planning essentials most families avoid until it's too lateJames shares a compelling client story about someone who read Dr. Wallace's book and immediately recognized a critical gap in his insurance coverage—proving how self-awareness accelerates financial transformation. He also reveals the unconventional wealth-building power of gifting to your children in their twenties rather than waiting until you're gone.Whether you're a financial professional looking to serve clients more holistically or someone ready to break free from inherited money patterns, this conversation provides the roadmap for understanding the past, optimizing the present, and building intentional wealth for the future.Want to understand why your financial behaviors are more important than your financial knowledge? Listen now.🔗 Connect with James Alexander:Website: https://edgefa.comPodcast: The Edge Effect - Making Personal Finance Personal📚 Ready to transform your financial legacy? Dr. Wallace's Amazon bestselling book "Generational Wealth Begins with Generational Knowledge" provides the complete framework for understanding your financial genetic code and building wealth that lasts. The book bridges the gap traditional financial literacy leaves behind—moving beyond budgets and investment tips to address the inherited narratives and behaviors that drive your money decisions. Available now on Amazon: https://amzn.to/4lsZfw8Subscribe to The New Wealth Wave Podcast for conversations that challenge conventional financial wisdom and provide the generational knowledge you need to build lasting wealth.To learn more about Dr. Joaquin Wallace and the Seven-Stage Generational Wealth Model, visit:🔗 https://www.drjwallace.com#PersonalFinance #FinancialFreedom #WealthBuilding #FinancialPlanning #MoneyMindset #RothIRA #TaxStrategy #FinancialLiteracy #GenerationalWealth #EstatePlanning #FinancialTherapy #MoneyTips #Investing #RetirementPlanning #FinancialAdvisor #WealthManagement #TaxPlanning #LongTermCare #FinancialWellness #MoneyManagement

A heartfelt thank you to our esteemed guests from Q3 of 2025 for The New Wealth Wave Podcast. Your discussions were not only challenging but also instrumental in driving change and making a significant impact on our audience. Let's revisit each guest's most viewed highlights. These moments have enriched our conversations and inspired actions toward creating generational wealth beyond mere financial literacy. Episode 37: From Financial Passenger to Wealth Driver: The Spectrum of Intention with Brian L. ThomasFull Episode: https://youtu.be/G1ivMuuQm6cEpisode 38: Overcoming Financial Trauma: The Hidden Barrier to Wealth with Rahkim Sabree, AFC®, Part 2Full Episode: https://youtu.be/lX1-dALwhx8Episode 39: Breaking Free From Generational Money Cycles with Dr. Prince SarpongFull Episode: https://youtu.be/DNVLbNrRM_kWe are grateful and humbled to continue providing a platform for discussing and fostering generational wealth. Thank you once again to all our guests. Don't forget to subscribe to The New Wealth Wave Podcast and grab a copy of Dr. Wallace's bestseller, "Generational Wealth Begins with Generational Knowledge," on Amazon: https://amzn.to/4lsZfw8

What if the biggest barrier to your financial success isn't what you don't know, but what you've unknowingly inherited? In this powerful episode of The New Wealth Wave podcast, Dr. Joaquin Wallace sits down with Dr. Prince Sarpong, Associate Professor of Finance and author of "Portfolio Management for Financial Advisors," to explore how inherited financial narratives shape our money decisions across generations.Dr. Sarpong reveals his own journey through stage two of the seven-stage generational wealth model, sharing how he spent years trapped in financial behaviors that weren't truly his own. "When your narrative is dependent on another individual or group's expectations, you remain stuck without even noticing," he explains. "Your whole financial behavior isn't really about you."This isn't just another conversation about budgeting or investing. Dr. Sarpong exposes the hidden truth about financial education: "More knowing does not necessarily lead to better decisions." He explains why traditional financial literacy often fails and can even cause harm when it ignores the deeper narratives driving our behaviors.💰 What you'll discover:• Why Dr. Sarpong's "aha moment" came from owning his own narrative instead of living by others' expectations• How imposed narratives (not just family teachings) shape your financial genetic code• Why financial literacy alone can do more harm than good without addressing underlying trauma• The difference between intellectual knowledge and emotional drivers in money decisions• How successful families pass down generational wealth vs. generational burden• Why being "gracious to yourself" is essential for financial transformationDr. Sarpong shares profound insights about the intersection of behavioral finance and generational wealth, revealing how even privileged families can pass down harmful narratives to their children. He discusses his upcoming book "Financial Therapy for Men" and explains why meeting people where they are - not where they should be - is crucial for lasting change.Whether you're a financial professional looking to better serve clients or someone ready to break free from inherited financial patterns, this episode provides the framework for understanding how your financial genetic code can be rewritten.To learn more about Dr. Prince Sarpong:https://www.sarpongstrategia.com🔗 Connect on LinkedIn: https://www.linkedin.com/in/prince-sarpong/ 📚 Check out his books: "Portfolio Management for Financial Advisors" (Volumes 1 & 2): https://amzn.to/47qJ0MR Subscribe to The New Wealth Wave Podcast and grab a copy of Dr. Wallace's bestseller, "Generational Wealth Begins with Generational Knowledge," on Amazon: https://amzn.to/4lsZfw8To learn more about Dr. Joaquin Wallace and the Seven-Stage Generational Wealth Model:🔗 https://www.drjwallace.com#GenerationalWealth #FinancialNarratives #BehavioralFinance #FinancialTherapy #MoneyMindset #WealthBuilding #FinancialLiteracy #InheritedTrauma #FinancialWellness #PersonalFinance #WealthMindset #FinancialEducation #MoneyTrauma #FinancialHealing #GenerationalKnowledge #FinancialGenetics #WealthTransfer #FinancialPsychology #MoneyMatters

What if the biggest obstacle to building wealth isn't your income, but the financial stories passed down through your family? In this powerful episode of The New Wealth Wave podcast, Dr. Joaquin Wallace reunites with Rahkim Sabree, AFC®, to unpack the hidden forces that sabotage our financial success before we even realize it.Rahkim opens up about his upcoming book "Overcoming Financial Trauma" and reveals how the unconscious money beliefs inherited from previous generations can either propel us toward wealth or keep us trapped in cycles of financial struggle."Do you feel safe in your body when it comes to money?" Rahkim asks. "And a lot of times the answer that I receive when phrased that way... is a resounding no." This simple but profound question reveals how financial trauma lives not just in our minds, but in our nervous systems – affecting every money decision we make.This episode dives deep into the second stage of Dr. Wallace's seven-stage generational wealth model, exploring how childhood money memories, family financial narratives, and inherited trauma create invisible barriers to wealth building. Rahkim reveals his six sources of financial trauma and explains why traditional financial advice often fails when trauma is involved.💰 What you'll discover:Rahkim's six sources of financial trauma (generational/genetic, vicarious, poverty, institutional, workplace, and familial/societal/religious)How financial trauma lives in your body, not just your mindWhy healing requires both education and somatic workThe role of community in breaking cycles of financial traumaHow capitalism keeps us in a state of dysregulationWhy financial literacy alone isn't enough for lasting changeThe difference between individual and collective approaches to wealth buildingRahkim shares how writing his book became a healing journey, forcing him to examine his own financial trauma and the pain that drives his work. He reveals why trauma-informed approaches are essential for financial professionals and challenges the systems that perpetuate financial harm.Whether you've struggled with money despite knowing what to do, or you're ready to ensure your children inherit wealth instead of financial trauma, this episode provides the tools to create lasting change.Pre-Order Rahkim's book, “Overcoming Financial Trauma" on Amazon: https://amzn.to/3UynNZH To learn more about Rahkim and his work, visit: ⁠⁠https://www.rahkimsabree.com/ ⁠⁠Subscribe to The New Wealth Wave Podcast and grab a copy of Dr. Wallace's bestseller, "Generational Wealth Begins with Generational Knowledge," on Amazon: ⁠https://amzn.to/4lsZfw8 ⁠To learn more about Dr. Joaquin Wallace and the Generational Wealth Model, visit: https://www.drjwallace.com

Are you driving your financial future, or just along for the ride? This powerful episode of The New Wealth Wave Podcast will force you to confront an uncomfortable truth: most of us are financial passengers in our own lives, wondering why we never reach our destination.Dr. Joaquin Wallace sits down with Brian L. Thomas, a speaker, author, and mentor who's dedicated his life to breaking the dangerous silence around money that keeps families trapped in financial mediocrity. If you've ever wondered "Why wasn't I taught this in school?" or "How do I even start building wealth?" – Brian's insights will be your roadmap.Brian introduces the game-changing concept of the "Spectrum of Intention" – a tool that reveals exactly where you stand in your wealth-building journey and why you might be stuck. Are you a passenger (reactive and dependent), a driver (proactive and growing), or somewhere in between? The answer determines whether you'll build generational wealth or pass down generational struggle."The comfort zone is the most dangerous place to be," Brian warns. Through raw conversation, he exposes how our relationship with discomfort directly impacts our bank account, and why growth requires us to embrace what feels scary.🔑 Navigate your financial journey:✓ Why most adults are still financial passengers despite having jobs and responsibilities✓ How your "financial identity" secretly controls every money decision you make✓ The uncomfortable truth about why financial literacy isn't taught in schools✓ How breaking the silence around money can transform your family's future✓ Why trust issues in marginalized communities create investment barriers✓ The mentorship gap that's keeping you stuck in financial survival mode✓ How to shift from scarcity mindset to abundance thinking✓ Why "money flows toward those who add value" – and how to become that personWhether you're drowning in debt or earning six figures but still feeling stuck, this conversation provides the clarity and action steps you need. Your financial independence isn't just about you – it's about breaking cycles and creating possibilities for the next generation. The question isn't whether you can afford to invest in your financial education. It's whether you can afford not to.Ready to grab the wheel of your financial future? Your journey from passenger to driver starts here.Subscribe to The New Wealth Wave Podcast for more candid conversations that bridge the gap between financial literacy and lasting wealth. Your journey from passenger to driver starts now.____________________To learn more about Dr. Joaquin Wallace and the Generational Wealth Model, visit: https://www.drjwallace.comFollow us on social media at:Instagram: https://www.instagram.com/dr.joaquinwallaceX/Twitter: https://twitter.com/_JoaquinmediaYouTube: https://youtube.com/@TheNewWealthWavePodcast LinkedIn: https://www.linkedin.com/in/dr-joaquin-wallace-91819514

A heartfelt thank you to our esteemed guests from Q2 of 2025 for The New Wealth Wave Podcast. Your discussions were not only challenging but also instrumental in driving change and making a significant impact on our audience. Let's revisit each guest's most viewed highlights. These moments have enriched our conversations and inspired actions toward creating generational wealth beyond mere financial literacy.

The Hidden Cost of Consumption: Are Your Feelings Bankrupting Your Future?Ever wonder why your paycheck vanishes despite your best intentions? In this raw and revealing episode of The New Wealth Wave Podcast, Dr. Joaquin Wallace brings you a conversation that might just save your financial future.Meet Jaelyn Vickery, LSW – not your typical financial advisor. As someone who's experienced both financial trauma and emotional consumption, Jaelyn bridges the worlds of mental health and money management through her company, Dimensional Wealth LLC. Her personal journey from financial anxiety to empowerment will hit home if you've ever felt overwhelmed by money decisions."Why do I keep buying things I don't need?" "Why can't I save no matter how hard I try?" If these questions haunt you, Jaelyn's Disordered Consumption™ concept provides the missing piece. She exposes how our emotional wiring drives our spending habits, and why traditional budgeting advice fails so many of us.🔍 What you'll discover:Why financial literacy fails without addressing emotional triggersHow childhood money messages create adult spending patternsThe shocking connection between emotional eating and impulse purchasesWhy social media creates a "wealth illusion" that's destroying your bank accountThe 8 dimensions of wealth you're probably ignoringHow taking just 20 minutes for daily self-care can transform your financesWhy your limiting beliefs actually reveal what you truly valueHow generational knowledge, not just money, builds lasting family wealthThrough Jaelyn's FIVEREPS™ Methodology, you'll learn practical steps to break free from emotional spending cycles and build intentional wealth that aligns with your deepest values, not societal expectations.Your relationship with money mirrors your relationship with yourself. If you're trapped in a cycle of financial shame, anxiety, or compulsive spending, this conversation offers the compassionate roadmap to healing you've been searching for.Subscribe to The New Wealth Wave Podcast for more insights on building holistic wealth that lasts for generations. Your financial healing starts with understanding, not judgment – and it begins right here.To learn more about Jaelyn and her work, visit:https://www.jaevic.comLinkedIn: https://www.linkedin.com/in/jaelyn-vickery/https://www.linkedin.com/company/dimensional-wealth-llcSubstack: https://substack.com/@jaelynvickery https://disorderedconsumption.substack.com/Instagram: https://www.instagram.com/jaelynvickery/https://www.instagram.com/dimensionalwealth/Finance, Fitness, & Finesse Podcast: You’re Not Woke, You’re Broke!™Finance, Fitness, & Finesse (F3) is a podcast dedicated to empowering individuals to take control of their finances, careers, and overall well-being.Follow the F3 Podcast on Instagram, Facebook, and LinkedIn.Spotify: https://open.spotify.com/show/1mTHBl6nSfyz9JS9jDnsoG ___________To learn more about Dr. Joaquin Wallace and the Generational Wealth Model, visit: https://www.drjwallace.comLinkedIn: https://www.linkedin.com/in/the-new-wealth-wave-podcast/ https://www.linkedin.com/in/dr-joaquin-wallace-91819514Instagram: https://www.instagram.com/dr.joaquinwallaceTwitter: https://twitter.com/_JoaquinmediaYouTube: ⁠https://youtube.com/@thenewwealthwavepodcast ⁠keywords: generational wealth, financial literacy, financial inclusion, behavioral finance, financial education, wealth gap, financial wellbeing, financial planning, financial empowerment, financial harmony, financial empowerment, financial inclusion, financial education, retirement planning, money management, personal finance, wealth building

In this episode of the New Wealth Wave podcast, Dr. Joaquin Wallace is joined again by James Alexander, CFP®, Partner at Edge Financial Advisors, to discuss the current state of the economy, focusing on market sentiment, systemic and non-systemic risks, and the impact of tariffs on consumers. They explore the differences between market behavior and economic reality, the importance of de-risking portfolios, and how to remain calm amidst uncertainty. The conversation also delves into behavioral biases in investing, consumer spending habits in inflationary times, and the influence of AI on financial decision-making. The episode concludes with key takeaways for listeners to control their financial futures amidst market volatility.To learn more about James and his work, visit:https://edgefa.com/ ___________To learn more about Dr. Joaquin Wallace and the Generational Wealth Model, visit: https://www.drjwallace.comLinkedIn: https://www.linkedin.com/in/the-new-wealth-wave-podcast/ https://www.linkedin.com/in/dr-joaquin-wallace-91819514Instagram: https://www.instagram.com/dr.joaquinwallaceTwitter: https://twitter.com/_JoaquinmediaYouTube: https://youtube.com/@thenewwealthwavepodcast keywords: generational wealth, financial literacy, financial inclusion, behavioral finance, financial education, wealth gap, financial wellbeing, financial planning, financial empowerment, financial harmony, financial empowerment, financial inclusion, automation, self-forgiveness, representation, financial education, retirement planning, money management, personal finance, wealth building

In this episode of The New Wealth Wave Podcast, Dr. Joaquin Wallace is joined by Dr. Preston D. Cherry, Certified Financial Planner®, author, speaker, educator, and the Founder and CEO of Concurrent Wealth Management. Together, they delve into the intricacies of Dr. Wallace’s Seven-Stage Generational Wealth Model, and discuss financial literacy, the journey to generational wealth, and the systemic barriers that hinder financial inclusion. They explore the themes of financial empowerment, the importance of automation in finance, and the necessity of self-forgiveness in financial planning. Dr. Cherry also emphasizes that financial success does not require deprivation and that individuals can align their financial goals with their well-being.Dr. Cherry shares insights from his book, 'Wealth and the Key of Life,' emphasizing the importance of understanding one's financial ecosystem and the transformative power of informed and intentional financial decisions. Together, they discuss actionable steps for building a financially inclusive future, the role of representation in financial expertise, and the significance of living one's financial truth. Tune in to learn more about how financial literacy is more than just numbers, but about informed decisions, self-awareness, and the humanity of money. This episode is full of incredible gems and deep insights that you don’t want to miss!To learn more about Dr. Preston Cherry and his work, visit:https://drprestoncherry.com/ https://www.concurrentfp.com/ Life Money Balance® Podcast: https://www.concurrentfp.com/podcast/ LinkedIn: https://www.linkedin.com/in/drprestoncherry/https://www.linkedin.com/company/concurrentwealth/ YouTube: https://www.youtube.com/@lifemoneybalance Instagram: https://www.instagram.com/drprestoncherry/ https://www.instagram.com/concurrentwealth/ Facebook: https://www.facebook.com/drprestoncherry/ Twitter: https://x.com/DrPrestonCherry https://x.com/ConcurWealth Life Money Balance® Podcasthttps://www.concurrentfp.com/podcast/ Concurrent Financial helps you let your life lead your money and welcomes you to an emotion-forward, shame-, and judgment-free zone that talks about finances for the affluent and abundant-minded.___________To learn more about Dr. Joaquin Wallace and the Generational Wealth Model, visit: https://www.drjwallace.comLinkedIn: https://www.linkedin.com/in/the-new-wealth-wave-podcast/ https://www.linkedin.com/in/dr-joaquin-wallace-91819514Instagram: https://www.instagram.com/dr.joaquinwallaceTwitter: https://twitter.com/_JoaquinmediaYouTube: https://youtube.com/@thenewwealthwavepodcast keywords: generational wealth, financial literacy, financial inclusion, behavioral finance, financial education, wealth gap, financial wellbeing, financial planning, financial empowerment, financial harmony, financial empowerment, financial inclusion, automation, self-forgiveness, representation, financial education, retirement planning, money management, personal finance, wealth building

A heartfelt thank you to our esteemed guests from Q1 of 2025 for The New Wealth Wave Podcast. Your discussions were not only challenging but also instrumental in driving change and making a significant impact on our audience. Let's revisit each guest's most viewed highlights. These moments have enriched our conversations and inspired actions toward creating generational wealth beyond mere financial literacy. Episode 28: Behavioral Finance and Making Strategic Financial Decisions with James AlexanderJames Alexander, CFP®, Partner at Edge Financial Advisors, explores the importance of financial edification, feeling emotionally secure in our decisions, and recognizing how our behaviors affect our financial choices. James shares his own story about moving from having student debt to feeling financially confident, showing how education helped him overcome challenges and make better choices with money.Full Episode: https://youtu.be/XIJwk2R5Yj4Episode 29: Income-Focused Investing for Financial Independence with Steve SelengutSteve helps explain how to shift your focus from chasing market value "returns" to creating a consistent stream of spending money. Selengut shares his personal experiences and insights on wealth preservation, common mistakes families make in wealth transfer, and the critical role of understanding investment quality. Full Episode: https://youtu.be/le6iRPguwjc Episode 30: Building and Protecting Generational Wealth with Estate Planner Martin C. Johnson, Esq. Part 3Martin shares his expertise, offering listeners actionable insights into estate planning, tax preparation, and tax planning. This episode covers the importance of having an estate plan, understanding probate, strategies for minimizing tax liabilities, and the vital role life insurance plays in securing financial stability for future generations.Full Episode: https://youtu.be/oMPTqusgAg4Episode 31: Empowering Women through Financial Literacy with Dr. Severine BryanDr. Bryan helps women transform financial challenges into opportunities for empowerment, drawing from her own experiences with late-life divorce and financial rebuilding. The discussion emphasizes the importance of reshaping one's money mindset and practical strategies for achieving financial literacy and inclusion. Full Episode: https://youtu.be/-NFqUsWm5aA Thank you once again to all our guests. Your insights and passion are vital, breathing life into the essential messages our listeners need the most. ___________This podcast is hosted by Dr. Joaquin Wallace and edited and produced by Rei Haycraft. To learn more about Dr. Joaquin Wallace and the Generational Wealth Model, visit: https://www.drjwallace.comFollow us on social media at:Instagram: https://www.instagram.com/dr.joaquinwallaceX/Twitter: https://twitter.com/_JoaquinmediaYouTube: https://youtube.com/@thenewwealthwavepodcast LinkedIn: https://www.linkedin.com/in/dr-joaquin-wallace-91819514

In this episode of The New Wealth Wave Podcast, host Dr. Joaquin Wallace dives into the intricacies of stage four of his seven-stage generational wealth model with special guest Dr. Bryan, Financial Educator, Accredited Financial Counselor®, and Founder of Sev Talks Money. Together, they explore how Dr. Bryan helps women transform financial challenges into opportunities for empowerment, drawing from her own experiences with late-life divorce and financial rebuilding. The discussion emphasizes the importance of reshaping one's money mindset and practical strategies for achieving financial literacy and inclusion. GUEST LINKS: To learn more about Dr. Severine Bryan and her work, visit:Website: https://www.sevtalksmoney.com LinkedIn: https://www.linkedin.com/in/severinebryan YouTube: https://www.youtube.com/c/DrSeverineBryan--SevTalksMoney Instagram: https://www.instagram.com/sevtalksmoney Facebook: https://www.facebook.com/SevTalksMoney Dr. Sev Talks Money on Spotify: https://open.spotify.com/show/0aRExrXe5OfF3V1QQg82JO The Dr. Sev Talks Money Podcast’s mission is to empower women to approach money confidently, reframe their financial habits, and build a future where their money is a tool for opportunity and security. Dr. Sev is an Accredited Financial Counselor® helping busy women master their money so they can live life on their terms, no matter what stage of life they're in. 

In this episode, host Dr. Joaquin Wallace welcomes back Martin Johnson, Esq., estate planning attorney and Founder of Johnson Law and Tax, to dive into the crucial topic of estate and tax planning. The discussion focuses on stage six of the seven-stage generational wealth model: generational knowledge. Martin shares his expertise, offering listeners actionable insights into estate planning, tax preparation, and tax planning. This episode covers the importance of having an estate plan, understanding probate, strategies for minimizing tax liabilities, and the vital role life insurance plays in securing financial stability for future generations.With practical advice and illustrative anecdotes, this episode is a goldmine for anyone looking to build and preserve wealth for the next generation. Make sure you subscribe to stay informed with the latest in wealth-building strategies.To learn more about Martin and his work, visit: https://www.360epi.comLinkedIn: https://www.linkedin.com/in/martincjohnson Instagram: https://www.instagram.com/martinjohnsonesq Schedule a consultation: https://calendly.com/360_361/estate-planning-initial-meeting

In this episode, Dr. Joaquin Wallace is joined by Steve Selengut, bestselling author and retirement coach, to delve into stages four and five of the seven-stage generational wealth model. They discuss the importance of financial literacy and the journey to financial independence through income-focused investing. Steve helps explain how to shift your focus from chasing market value "returns" to creating a consistent stream of spending money. Selengut shares his personal experiences and insights on wealth preservation, common mistakes families make in wealth transfer, and the critical role of understanding investment quality. The conversation emphasizes the need for education in financial matters to empower individuals in their investment decisions and secure their financial futures. Steve Selengut discusses the complexities of investing, particularly focusing on the risks associated with new public companies, the importance of diversification, and the need for a shift in mindset from traditional market value to income generation. He emphasizes the significance of understanding financial risk minimizers and the role of behavioral finance in investment decisions. The discussion also highlights the necessity of balancing growth, security, and preservation to achieve lasting financial stability and build long-term wealth. To purchase Steve's book, "Retirement Money Secrets," visit: www.RetirementMoneySecrets.com www.TheIncomeCoach.net Key Takeaways: Financial literacy is essential for making informed investment decisions. Understanding the seven stages of wealth can guide financial planning. Income-focused investing is crucial for financial independence. Wealth preservation requires careful planning and quality investments. Avoiding debt traps is vital for financial health. Investing for income allows for a secure retirement. Diversification is key to managing investment risk. Common mistakes in wealth transfer can jeopardize family legacies. Quality of investments matters more than market value. Education in finance should start early to build a strong foundation. New public companies come with inherent risks and uncertainties. Financial risk is more significant than market risk in investing. Diversification is crucial; no single investment should exceed 5% of your portfolio. Income generation should be prioritized over mere market value. Behavioral finance plays a critical role in investment decisions. Investing should be approached systematically, like running a business. Market value does not equate to financial security or income. Closed-end funds can provide higher income potential. Investors need to focus on quality and income-producing securities. Financial literacy is essential for making informed investment choices.

In our first episode of Season 2 of The New Wealth Wave Podcast, Dr. Joaquin Wallace is joined by James Alexander, CFP®, Partner at Edge Financial Advisors, to discuss the importance of financial edification as part of the generational wealth model. They explore the seven stages of wealth, emphasizing the need for financial literacy, emotional well-being, and understanding behavioral finance.  James shares his personal journey from student debt to financial empowerment, highlighting the significance of education in overcoming biases and making informed financial decisions.  The conversation also touches on the integration of values and goals in financial planning, underscoring that financial well-being is a continuous journey that requires both patience and proactive learning. In this engaging conversation, Dr. Joaquin Wallace and James Alexander explore the complexities of financial wellbeing, emphasizing the importance of understanding personal goals, risk tolerance, and the impact of behavioral finance on decision-making. They discuss how life stages influence financial strategies and the necessity of maintaining discipline during market fluctuations. The dialogue highlights the significance of financial health and the need for continuous education in personal finance, ultimately aiming to empower listeners to take control of their financial futures. To learn more about James and his work, visit:https://edgefa.com/

A heartfelt thank you to our esteemed guests from Q4 of the New Wealth Wave Podcast. Your discussions were not only challenging but also instrumental in driving change and making a significant impact on our audience. As we wrap up 2024, let's revisit each guest's most viewed highlights. These moments have enriched our conversations and inspired actions toward creating generational wealth beyond mere financial literacy. Episode 23: Financial Trauma, Anxiety, and Healing with Nate AstleWatch: https://youtu.be/PhN5xS32Mgo Episode 24: Closing The Racial Wealth Gap with Brian SeymourWatch: https://youtu.be/l3cs1oI76-c Episode 25: Unpacking The Emotions of Trading, Investing, and Growing Wealth with Anmol SinghWatch: https://youtu.be/nFeVvlDJVuw Episode 26: The Psychology of Money Mindset and Wealth Building With Dr. Wendy AshleyWatch: https://youtu.be/1tdLynG8Xro As we step into a brand new year, we are grateful and humbled to continue providing a platform for discussing and fostering generational wealth. Thank you once again to all our guests. Your insights and passion are vital, breathing life into the essential messages our listeners need the most. ____________________________ To learn more about Dr. Joaquin Wallace and the Generational Wealth Model, visit: https://www.drjwallace.com Follow us on social media at: Instagram: https://www.instagram.com/dr.joaquinwallace X/Twitter: https://twitter.com/_Joaquinmedia YouTube: https://youtube.com/@thenewwealthwavepodcast LinkedIn: https://www.linkedin.com/in/dr-joaquin-wallace-91819514

In this episode of the New Wealth Wave Podcast, Dr. Joaquin Wallace is joined by Dr. Wendy Ashley, a psychotherapist, educator, social worker and training facilitator. Together, they delve into the complexities of generational wealth, focusing on the stages of financial trauma, healing, and the influences of personal and community environments on financial behaviors. Dr. Ashley explores the impact of adverse childhood experiences on adult financial security and the importance of open communication in relationships regarding money. She dives into the need to confront financial realities rather than avoid them, highlighting the interconnectedness of personal history and financial mindset.  Dr. Ashley emphasizes the importance of seeking help and building relationships to heal from financial trauma, while also highlighting the evolving landscape of therapy and financial education. This is a powerful episode full of impactful revelations that you don’t want to miss! Subscribe now to The New Wealth Wave Podcast!

In this episode of the New Wealth Wave podcast, Dr. Joaquin Wallace and Anmol Singh delve into the intricacies of generational wealth, financial literacy, and the emotional aspects of investing. They discuss the importance of understanding the differences between investing and trading, the challenges faced by marginalized communities in accessing financial education, and the critical need for financial inclusion. Anmol shares his inspiring journey from trading stocks in his college dorm in India to becoming a successful trader in America, highlighting the importance of emotional control and disciplined, strategic investment practices. Anmol discusses a range of topics from financial edification and literacy to long-term market investment, updating financial plans, understanding risk tolerance, and fostering inclusion within financial systems. The episode offers valuable insights on building generational wealth, self-investment, financial well-being, and crafting a diversified portfolio. The conversation also touches on the role of cryptocurrencies in the financial landscape and the common mistakes investors make. Don't miss this guide for listeners to navigate their financial journeys and build lasting wealth.

Join Dr. Joaquin Wallace in this upcoming episode of the New Wealth Wave podcast as he welcomes expert financial planner Brian Seymour, principal and founder of Prosperitage Wealth. The discussion zeroes in on stages four and five of a seven-stage generational wealth model, which focuses on financial edification and wellbeing. Brian shares his insights as a financial planner dedicated to closing the racial wealth gap by offering unbiased financial advice to African American professionals. Brian brings a wealth of experience and discusses the importance of understanding financial literacy, the influence of past experiences on present financial decisions, and the necessity of a holistic approach to financial wellness. Tune in to learn about holistic financial planning, the impact of past experiences on financial decisions, and strategies for fostering financial inclusion. With engaging stories and actionable insights, you’ll walk away equipped to navigate your own journey to financial freedom. Don't miss it! To learn more about Brian and his work, visit: https://prosperitagewealth.com/

The New Wealth Wave Podcast is thrilled to welcome Nathan Astle, CFT-I™, MFT to the studio! Nate, a certified financial therapist and founder of the Financial Therapy Clinical Institute, shares his expertise on financial trauma and anxiety, financial conflict in relationships, and creating lasting financial behavior changes. Financial stress and anxiety can really affect how we handle our money and the beliefs we have about it. Discover insights from Nate's experiences, his therapeutic approaches, and practical tips to manage financial stress and conflict. Together, they discuss financial trauma, anxiety, and healing, providing insights into the dynamics of financial behavior within couples, the influence of ADHD on financial decision-making, and Nate's innovative Financial Therapy Clinical Institute. Don't miss out on practical tips for creating a sustainable budget, fostering emotional safety in financial discussions, and the importance of self-compassion in overcoming financial challenges. To learn more about Nate's work, visit: https://www.financialtherapyclinicalinstitute.com/ #financialeducation #FinancialWellness #GenerationalWealth #FinancialFreedom #MoneyMindset

A heartfelt thank you to our esteemed guests from Q3 of the New Wealth Wave Podcast. Your discussions were not only challenging but also instrumental in driving change and making a significant impact on our audience. Before diving into Q4, let's revisit each guest's most viewed highlights. These moments have enriched our conversations and inspired actions toward creating generational wealth beyond mere financial literacy. Episode 18: Dominique Henderson Episode 19: Louis Barajas Episode 20: LaChanze Episode 21: Mayor Torrance Harvey As we step into Quarter 4, we are grateful and humbled to continue providing a platform for discussing and fostering generational wealth. Thank you once again to all our guests. Your insights and passion are vital, breathing life into the essential messages our listeners need the most. To learn more about Dr. Joaquin Wallace and the Generational Wealth Model, visit: ⁠⁠https://www.drjwallace.com⁠⁠ Follow us on social media at: Instagram: ⁠⁠https://www.instagram.com/dr.joaquinwallace⁠⁠ X/Twitter: ⁠⁠https://twitter.com/_Joaquinmedia⁠⁠ YouTube: ⁠⁠https://youtube.com/@thenewwealthwavepodcast⁠⁠ LinkedIn: ⁠⁠https://www.linkedin.com/in/dr-joaquin-wallace-91819514

From Poverty to Prosperity: Mayor Torrance Harvey's Journey to Generational Wealth | The New Wealth Wave Podcast In this special episode of the New Wealth Wave Podcast, host Dr. Wallace takes a unique approach by interviewing Mayor Torrance Harvey of Newburgh, New York, who shares his personal journey through the seven stages of the generational wealth model. Mayor Harvey shares personal stories of overcoming financial barriers, the significance of financial education, and the importance of breaking generational curses. He also sheds light on how his background in poverty has influenced his financial decisions and his commitment to fostering financial literacy in his community. The episode highlights the pivotal role of collective economics and provides actionable insights on creating generational wealth to benefit future generations. Connect with Mayor Harvey at: www.torranceharvey.com ----- To learn more about Dr. Joaquin Wallace and the Generational Wealth Model, visit: https://www.drjwallace.com

Building Generational Wealth with Tony Award Winner LaChanze 🏆 | The New Wealth Wave Podcast In this eye-opening episode of The New Wealth Wave Podcast, host Dr. Wallace is joined by the incredible LaChanze, a four-time Tony Award winner, to discuss her journey and insights on healing financial trauma, finding financial well-being, and building generational wealth. Financial trauma and anxiety are real, and talking about our financial shortcomings can be both challenging and deeply personal. LaChanze, known for her iconic roles in Broadway and television, shares her personal experiences, financial struggles, and triumphs. From her childhood in a working-class family to becoming a Broadway star and producer, LaChanze opens up about the importance of financial planning, reprogramming financial mindsets, and her vision for the future. Whether you're an aspiring actor or just someone looking to improve your financial wellbeing, this episode is packed with valuable lessons and inspiring stories. Don't miss out on LaChanze's candid discussion on achieving financial freedom and success in the entertainment industry and beyond. Be sure to subscribe, like, and share! To learn more about LaChanze, visit: https://www.mslachanze.com To learn more about Dr. Joaquin Wallace and the Generational Wealth Model, visit: https://www.drjwallace.com Follow us on social media at: Instagram: https://www.instagram.com/dr.joaquinwallace X/Twitter: https://twitter.com/_Joaquinmedia YouTube: https://youtube.com/@TheNewWealthWavePodcast LinkedIn: https://www.linkedin.com/in/dr-joaquin-wallace-91819514 #FinancialWellness #GenerationalWealth #FinancialTrauma #TheNewWealthWavePodcast #FinancialFreedom #MoneyMindset #LaChanze #Broadway #TonyAwardWinner

Empowering Underserved Communities Through Financial Literacy with Louis Barajas | The New Wealth Wave Podcast Join Dr. Joaquin Wallace and special guest Louis Barajas on this enlightening episode of the New Wealth Wave Podcast. In this discussion, they delve into the intricacies of the Generational Wealth Model, focusing on stages four and five. Louis Barajas, Certified Financial Planners (CFP), shares his extensive experience and insights on financial literacy and mindset, especially for underserved communities. Learn about the importance of changing financial mindsets, breaking generational poverty cycles, and using money as a tool for a better quality of life. With engaging anecdotes and practical advice, this episode is a treasure trove of wisdom for anyone looking to build sustainable wealth. Don't miss out as they discuss the challenges and solutions in the financial planning industry and the steps necessary to achieve true financial independence and generational wealth. To learn more about Louis and his work, visit: https://louisbarajas.com To learn more about Dr. Joaquin Wallace and the Generational Wealth Model, visit: https://www.drjwallace.com Follow us on social media at: Instagram: https://www.instagram.com/dr.joaquinwallace X/Twitter: https://twitter.com/_Joaquinmedia YouTube: https://youtube.com/@thenewwealthwavepodcast LinkedIn: https://www.linkedin.com/in/dr-joaquin-wallace-91819514

A heartfelt thank you to our esteemed guests from Q2 of the New Wealth Wave Podcast. Your discussions were not only challenging but also instrumental in driving change and making a significant impact on our audience. Before diving into Q3, let's revisit each guest's most viewed highlights. These moments have enriched our conversations and inspired actions toward creating generational wealth beyond mere financial literacy. As we step into Quarter 3, we are grateful and humbled to continue providing a platform for discussing and fostering generational wealth. This upcoming quarter promises to be even more impactful as we feature guests who are change-makers in their communities and the financial arena. :rocket: Thank you once again to all our guests. Your insights and passion are vital, breathing life into the essential messages our listeners need the most. To learn more about Dr. Joaquin Wallace and the Generational Wealth Model, visit: ⁠https://www.drjwallace.com⁠ Follow us on social media at: Instagram: ⁠https://www.instagram.com/dr.joaquinwallace⁠ X/Twitter: ⁠https://twitter.com/_Joaquinmedia⁠ YouTube: ⁠https://youtube.com/@thenewwealthwavepodcast⁠ LinkedIn: ⁠https://www.linkedin.com/in/dr-joaquin-wallace-91819514

In this episode of The New Wealth Wave Podcast, Dr. Joaquin Wallace hosts Dominique Henderson, CFP, to discuss Stages Four and Five of the Seven-Stage Generational Wealth Model, Financial Edification and Financial Well-Being. Dominique, a top financial coach and founder of DJH Capital Management and Founder of Jumpstart Coaching Lab, shares his expertise and personal journey in the financial industry. They cover important topics such as financial literacy, financial inclusion, different entry points for financial planning, and the need for industry consolidation and collaboration. Dominique also gives insights into his 15-step financial advice continuum, explaining the importance of empathy and servant leadership in financial services. Dominique emphasizes the need for financial professionals to achieve mastery and better serve their clients. To connect with Dom, visit: https://www.domhendersonsr.com https://www.linkedin.com/in/domhendersonsr https://www.facebook.com/rialaunchacademy https://www.instagram.com/domhendersonsr https://www.tiktok.com/@domhendersonsr https://twitter.com/DomHendersonSr https://www.youtube.com/channel/UCNcKBY9zah9hLKyu9-6p8CQ To learn more about Dr. Joaquin Wallace and the Generational Wealth Model, visit: https://www.drjwallace.com Follow us on social media at: Instagram: https://www.instagram.com/dr.joaquinwallace X/Twitter: https://twitter.com/_Joaquinmedia YouTube: https://youtube.com/@thenewwealthwavepodcast LinkedIn: https://www.linkedin.com/in/dr-joaquin-wallace-91819514

Understanding money goes beyond just knowing facts; you also need the confidence to make smart choices. In this episode of the New Wealth Wave Podcast, Dr. Joaquin Wallace chats with Dr. Michael G. Thomas, Jr. about his book, Black Financial Culture, and the Generational Wealth Model. They cover the importance of understanding both internal and external systems, and Dr. Thomas stresses the need for being open and real when talking about money and how self-love and healing play a big role in creating wealth. Trust is key when it comes to making financial decisions, and addressing both internal and external factors can help you build it. Taking the leap to trust the financial healing process and get help from pros can set you on the path towards lasting wealth. Dr. Michael Thomas also talks about his own therapy experiences and why addressing the emotional side of mental health is crucial. He wants folks to know that just knowing about finances isn't enough to pass wealth down through generations – it also takes trust and self-assurance in making financial decisions. Michael G. Thomas Jr., Ph.D., is an Accredited Financial Counselor (AFC®) and a lecturer at the University of Georgia. His research focuses on financial empathy, data visualization’s effects on financial behavior, and the connection between brain function and money. Dr. Thomas’ philosophy on how to effectively interact with money can be summed up in his Ted Talk: Financial Empathy: Understanding the Story Beneath the Numbers. Purchase Dr. Thomas’ book, Black Financial Culture, here: https://amzn.to/4cnYPmK To learn more about Dr. Thomas and his work, visit: https://www.blackfinancialculture.com/ https://keynote.financial/michael-g-thomas-jr/ Follow him on social media at: LinkedIn: http://linkedin.com/in/MoneyandWellness Instagram: http://www.instagram.com/modomsolutions X/Twitter: https://twitter.com/ModomSolutions YouTube: https://www.youtube.com/channel/UC9oWG3g0pSDxRVSzHXrkr-Q TikTok: https://www.tiktok.com/@modomsolutions Read the first article of the five-part series on the Generational Wealth Model: https://www.drjwallace.com/securing-tomorrow-the-generational-wealth-model #FutureWealthBuilders #GenerationalWealth #EstatePlanning #FinancialLiteracy #LegacyBuilding #FinancialFootprints #WealthManagement To learn more about Dr. Joaquin Wallace and the Generational Wealth Model, visit: https://www.drjwallace.com Follow us on social media at: Instagram: https://www.instagram.com/dr.joaquinwallace X/Twitter: https://twitter.com/_Joaquinmedia YouTube: https://youtube.com/@thenewwealthwavepodcast LinkedIn: https://www.linkedin.com/in/dr-joaquin-wallace-91819514

#wealthbuilding #wealthymindset Our guest this week is Dasarte Yarnway, Founder of Yarnway Wealth Management, who discusses Stages 4, 5, and 6 of the Generational Wealth Model and these stages impact on your financial journey. Dasarte's mission and motto is a powerful one: "my heart has been sculpted to serve." Our conversation emphasizes the power of mindset and the role of financial information as a resource. Implementation is more important than knowledge alone, and taking action is necessary for financial success. Tune in on YouTube or your favorite podcast platform: https://youtube.com/@TheNewWealthWavePodcast https://podcasters.spotify.com/pod/show/the-new-wealth-wave Connect with Dasarte: https://www.linkedin.com/company/yarnwaywealth https://theadvisorjourney.com/ #financialliteracy #financialeducation #generationalwealth #wealthbuilding #wealthmanagement To learn more about Dr. Joaquin Wallace and the Generational Wealth Model, visit: https://www.drjwallace.com Follow us on social media at: Instagram: https://www.instagram.com/dr.joaquinwallace X/Twitter: https://twitter.com/_Joaquinmedia YouTube: https://youtube.com/@thenewwealthwavepodcast LinkedIn: https://www.linkedin.com/in/dr-joaquin-wallace-91819514

Today we delve deep into Stage 6: Generational Wealth featuring our esteemed guest, estate planner Martin C. Johnson, ESQ. This episode promises to be a wealth of information focusing on state planning and discussing the differences between wills and trust. We will also provide you with valuable insights into the advantages and disadvantages of designing your trust as your life insurance beneficiary while exploring the significance of considering a fiduciary in your state planning journey. To learn more about Martin and his work, visit: https://www.360epi.com LinkedIn: https://www.linkedin.com/in/martincjohnson Instagram: https://www.instagram.com/martinjohnsonesq Schedule a consultation: https://calendly.com/360_361/estate-planning-initial-meeting To learn more about Dr. Joaquin Wallace and the Generational Wealth Model, visit: https://www.drjwallace.com Follow us on social media at: Instagram: https://www.instagram.com/dr.joaquinwallace X/Twitter: https://twitter.com/_Joaquinmedia YouTube: https://youtube.com/@thenewwealthwavepodcast LinkedIn: https://www.linkedin.com/in/dr-joaquin-wallace-91819514

The Power of Financial Literacy, Education, and Independence with Brian L. Thomas In this episode, Dr. Joaquin Wallace is joined by Brian L. Thomas to lead the discussion on the future of our youth and the importance of financial literacy and education, focusing on Stage 4 of the Seven Stage Generational Wealth Model, "Financial Edification." Brian is a financial literacy speaker, author, and mentor. Brian wants students to understand all the possible ways to make money and emphasizes personal growth as the means for financial growth, which puts students in the proper mindset for career growth and financial independence. He is a Ramsey Certified Financial Coach, a Certified Life Coach, and a SCORE Business Mentor and volunteer. Brian emphasizes the need for financial literacy and education, especially for high school and college students. Brian shares his personal journey to becoming an advocate for financial literacy, highlighting the importance of starting early and gradually building financial knowledge. The conversation also addresses the lack of parent involvement in financial literacy programs and the essential concepts that should be taught to young adolescents. Strategies for teaching money management, impulse buying, and the value of money are explored, along with the role of parents in teaching financial literacy at home and resources available to schools and educators. To learn more about Brian and his work, visit: https://brianlthomas.com Connect with Brian on social media: LinkedIn: https://www.linkedin.com/in/1brianlthomas Instagram: https://www.instagram.com/1brianlthomas Email: [email protected] To learn more about Dr. Joaquin Wallace and the Generational Wealth Model, visit: https://www.drjwallace.com Follow us on social media at: Instagram: https://www.instagram.com/dr.joaquinwallace X/Twitter: https://twitter.com/_Joaquinmedia YouTube: https://youtube.com/@thenewwealthwavepodcast LinkedIn: https://www.linkedin.com/in/dr-joaquin-wallace-91819514 The New Wealth Wave Podcast is hosted by Dr. Joaquin Wallace and edited and produced by Rei Haycraft.

In this episode, we sit down with Saundra Davis to discuss the first, second, and third stages of the generational wealth model. They dive into topics like the internal and external environment, financial DNA, financial healing, and the significance of financial knowledge. Saundra opens up about her own financial journey and the obstacles she faced in getting financially secure. Financial literacy is a necessary component of creating generational wealth, but it is not the most essential. The ability to act on financial knowledge is equally important. Financial influencers play a valuable role in raising awareness about financial topics, but they should be accountable for providing accurate and comprehensive information. Practical ways to educate younger generations about financial literacy and wealth building include starting early, teaching the difference between needs and wants, and involving children in financial decision-making. Early financial education and modeling are crucial for children to develop healthy money habits. Cultural and societal factors shape attitudes towards money and wealth accumulation. Financial professionals should approach their work with cultural humility and curiosity. Empathy and compassion are essential in the financial space, both for oneself and for clients. Practical steps for building wealth include self-reflection, defining personal wealth, and seeking appropriate support. To learn more about Saundra and her work, visit: https://sagefinancialsolutions.org/ Follow him on social media at: Instagram: https://www.instagram.com/sage.money Facebook: https://www.facebook.com/people/Sage-Financial-Solutions/100064003667058 X/Twitter: https://twitter.com/sagemoney YouTube: https://www.youtube.com/ @sagemoneytalks  To learn more about Dr. Joaquin Wallace and the Generational Wealth Model, visit: https://www.drjwallace.com Follow us on social media at: Instagram: https://www.instagram.com/dr.joaquinwallace X/Twitter: https://twitter.com/_Joaquinmedia YouTube: https://youtube.com/@thenewwealthwavepodcast LinkedIn: https://www.linkedin.com/in/dr-joaquin-wallace-91819514

Today we have Rahkim Sabree with us to discuss the seven-stage generational wealth model. Rahkim is a financial coach, Accredited Financial Counselor (AFC®), and consultant focused on financial and personal empowerment in marginalized communities. Together, we explore the past, present, and future stages of the model, focusing on financial trauma, healing, and edification. Rakim shares his personal journey and aha moment that led him to become a financial therapist as well as his potential strategies and solutions for addressing and healing financial trauma within the African-American community. We examine the impact of historical economic disparities on present-day financial trauma and anxiety in the African-American community as well as the importance of exposure, education, and execution in achieving financial success. Rahkim also shares his thoughts on the challenges of authenticity and conformity in the pursuit of success and the influence of social media on shaping unrealistic expectations about wealth generation. Key takeaways from this episode: - Historical economic disparities contribute to present-day financial trauma and anxiety in the African-American community. - Social media can shape unrealistic expectations about wealth generation, leading to financial challenges and misinformation. - Addressing and healing financial trauma requires a combination of exposure, education, and execution. - Mentorship plays a crucial role in overcoming psychological barriers and embracing an abundant mindset. - Authenticity can be challenging in a society that often values conformity, but it is essential for personal growth and success. - Generational Wealth Begins With Generational Knowledge™. To learn more about Rahkim and his work, visit:https://www.rahkimsabree.com/ Follow him on social media at:Instagram: https://www.instagram.com/rahkimsabree Facebook: https://www.facebook.com/RahkimSabree/ X/Twitter: https://twitter.com/rahkimsabreeYouTube: https://www.youtube.com/channel/UCI_ZIf3l2YEznCNlkjZONfg? To learn more about Dr. Joaquin Wallace and the Generational Wealth Model, visit: https://www.drjwallace.com Follow us on social media at:Instagram: https://www.instagram.com/dr.joaquinwallaceX/Twitter: https://twitter.com/_JoaquinmediaYouTube: https://youtube.com/@thenewwealthwavepodcastLinkedIn: https://www.linkedin.com/in/dr-joaquin-wallace-91819514

The New Wealth Wave Podcast reflects on my Seven-Stage Generational Wealth Model. Our first quarter introduced everyone to the importance of a holistic approach to financial literacy by examining the many components that affect our relationship with money. The guests who appeared in the first quarter were critical in shifting the narrative by providing an educational approach as Generational Wealth Begins With Generational Knowledge™ Episode 4: Generational Wealth With Martin C. Johnson, ESQ. Today we delve deep into Stage 6: Generational Wealth featuring our esteemed guest, estate planner Martin C. Johnson, ESQ. To learn more about Martin and his work, visit: https://www.360epi.com LinkedIn: https://www.linkedin.com/in/martincjohnson Instagram: https://www.instagram.com/martinjohnsonesq Schedule a consultation: https://calendly.com/360_361/estate-planning-initial-meeting Episode 5: Neuroscience and Reprogramming Your Financial Genetic Code With Dr. Marcia Ruben In this episode of The New Wealth Wave Podcast, we’re exploring stage two of the generational wealth model, Financial Genetic Code, with a special focus on an incredibly powerful tool: our brain. To learn more about Dr. Ruben and her work, visit: https://www.leadershiptangles.com Follow her on social media at: Instagram: https://www.instagram.com/docmarcia Facebook: www.facebook.com/leadershiptangles X/Twitter: https://twitter.com/tangledoctor Episode 6: Building Wealth Through Financial Literacy with Jasper Smith (#MrBuildWealth) We're delving into Stage Four, Financial Edification, focusing on financial literacy with our guest, Jasper Smith of the #BuildWealthMovement. To learn more about Jasper and his work, visit: https://www.thebuildwealthmovement.com Follow him on social media at: Instagram: https://www.instagram.com/mr_buildwealth Facebook: www.facebook.com/jasper.smith.9 X/Twitter: https://twitter.com/mr_buildwealth Episode 7: Navigating Our Internal and External Ecosystems For Lasting Wealth with Tiffany Grant, AFC® In this episode, we delve into Stage One of the Generational Wealth Model, our Internal and External Ecosystem with our guest, Tiffany Grant, AFC certified, blogger, podcaster, and financial evangelist. (⁠ @MoneyTalkWithT ⁠) To learn more about Tiffany and her work, visit: https://moneytalkwitht.com/ Follow her on social media at: Instagram: hhttps://www.instagram.com/moneytalkwitht/ Facebook: https://www.facebook.com/moneytalkwithT/ X/Twitter: https://twitter.com/moneytalkwitht YouTube: https://www.youtube.com/c/MoneyTalkWithTiff TikTok: https://www.tiktok.com/@moneytalkwitht Episode 8: Generational Knowledge and Long-Term Care Planning with Kelly Augspurger, CLTC®, CSA This episode delves into stage six of the Generational Wealth Model, Generational Knowledge, financial planning, to help us navigate Stage 6 will be Kelly Augspurger, CLTC®, CSA. To learn more about Kelly and her work, visit: www.SteadfastAgents.com Listen to Kelly's podcast, "Steadfast Care Planning": https://steadfastcareplanning.buzzsprout.com/ Follow her on social media at: LinkedIn: https://www.linkedin.com/in/kelly-augspurger/ Instagram: http://instagram.com/steadfastagents Facebook: https://www.facebook.com/steadfastagents YouTube: https://www.youtube.com/channel/UCqn0cM0jLTwDTTzkrPfSkTg To learn more about Dr. Joaquin Wallace and the Generational Wealth Model, visit: https://www.drjwallace.com Follow us on social media at: Instagram: https://www.instagram.com/dr.joaquinwallace X/Twitter: https://twitter.com/_Joaquinmedia YouTube: https://youtube.com/@dr.joaquinwallace LinkedIn: https://www.linkedin.com/in/dr-joaquin-wallace-91819514

Today we're bringing back Dr. Marcia Ruben by popular demand to dive deeper into what it means to Reprogram Your Financial Genetic Code and the science behind how our brain learns and forms habits. In this conversation, Marcia Ruben discusses the importance of examining beliefs and assumptions, the concept of immunity to change, cognitive behavioral therapy, and becoming friends with your own thinking. She also explores how to deal with influence from others, reframe relationships, and change your story. Dr. Ruben emphasizes the power of reprogramming your brain and believing in your ability to create generational wealth. Key takeaways from this episode: Examine your beliefs and assumptions to determine if they are serving you and leading you towards your goals. Identify competing commitments and assumptions that may be hindering your progress. Cognitive behavioral therapy can help to address cognitive distortions and reprogram your thinking. Become friends with your own thinking by challenging your beliefs and actions. Redouble your commitment and set strong boundaries when dealing with influence from others. Reframe relationships and surround yourself with supportive friends who want what is best for you. Change your story and create empowering narratives about yourself and your circumstances. Engage in lifelong learning and personal growth to expand your knowledge and skills and gain a deeper understanding of the brain and its impact on behavior. You can reprogram your brain by consciously choosing your thoughts and beliefs. Believe in your ability to create generational wealth and align your thinking with success. To learn more about Dr. Ruben and her work, visit: https://www.leadershiptangles.com Follow her on social media at: Instagram: https://www.instagram.com/docmarcia Facebook: https://www.facebook.com/leadershiptangles X/Twitter: https://twitter.com/TangleDoctor To learn more about Dr. Joaquin Wallace and the Generational Wealth Model, visit: https://www.drjwallace.com Follow us on social media at: Instagram: https://www.instagram.com/dr.joaquinwallace X/Twitter: https://twitter.com/_Joaquinmedia YouTube: https://youtube.com/@thenewwealthwavepodcast LinkedIn: https://www.linkedin.com/in/dr-joaquin-wallace-91819514

This episode delves into stage six of the Generational Wealth Model, Generational Knowledge, financial planning, to help us navigate Stage 6 will be Kelly Augspurger, CLTC®, CSA. She's an extended care specialist, co-founder of Steadfast Insurance, and a champion of long-term care. If you or someone you love is a part of Generation X or a Baby Boomer or just want to be prepared, this is an important episode for you to tune in for. This episode promises to be about learning and dropping knowledge and helping you in your retirement planning. To tune in, subscribe to The New Wealth Wave Podcast on your preferred platform. If you prefer a visual experience, subscribe to The New Wealth Wave Podcast here on YouTube. And remember, Generational Wealth Begins with Generational Knowledge. To learn more about Kelly and her work, visit: www.SteadfastAgents.com Listen to Kelly's podcast, "Steadfast Care Planning": https://steadfastcareplanning.buzzsprout.com/ Follow her on social media at: LinkedIn: https://www.linkedin.com/in/kelly-augspurger/ Instagram: http://instagram.com/steadfastagents Facebook: https://www.facebook.com/steadfastagents YouTube: https://www.youtube.com/channel/UCqn0cM0jLTwDTTzkrPfSkTg To learn more about Dr. Joaquin Wallace and the Generational Wealth Model, visit: https://www.drjwallace.com Follow us on social media at: Instagram: https://www.instagram.com/dr.joaquinwallace X/Twitter: https://twitter.com/_Joaquinmedia YouTube: https://youtube.com/@UCJkQ6g7kquAwAk8kUdn7slw YouTube: https://youtube.com/@dr.joaquinwallace LinkedIn: https://www.linkedin.com/in/dr-joaquin-wallace-91819514 TikTok: https://www.tiktok.com/@thenewwealthwavepodcast

In this episode, we delve into Stage One of the Generational Wealth Model, our Internal and External Ecosystem with our guest, Tiffany Grant, AFC certified, blogger, podcaster, and financial evangelist. ( @MoneyTalkWithT ) So let's Talk Money with Tiff and take a deep dive into Stage One, our Internal and External Ecosystem! We'll also land on stage four, Financial Edification, and discuss a few topics there as well. This promises to be an enlightening episode, so make sure you bring your notepad and take plenty of notes! To learn more about Tiffany and her work, visit: https://moneytalkwitht.com/ Follow her on social media at: Instagram: hhttps://www.instagram.com/moneytalkwitht/ Facebook: https://www.facebook.com/moneytalkwithT/ X/Twitter: https://twitter.com/moneytalkwitht YouTube: https://www.youtube.com/c/MoneyTalkWithTiff TikTok: https://www.tiktok.com/@moneytalkwitht To learn more about Dr. Joaquin Wallace and the Generational Wealth Model, visit: https://www.drjwallace.com Follow us on social media at: Instagram: https://www.instagram.com/dr.joaquinwallace X/Twitter: https://twitter.com/_Joaquinmedia YouTube: https://youtube.com/@dr.joaquinwallace LinkedIn: https://www.linkedin.com/in/dr-joaquin-wallace-91819514

We're delving into Stage Four, Financial Edification, focusing on financial literacy with our guest, Jasper Smith of the #BuildWealthMovement. We explore how he’s applied his financial strategies within his own family, particularly in preparing his daughter for long term success. He will share insights from his LinkedIn course on financial literacy and his dedication to promoting financial health, and we’ll take a closer look at his book, The Build Wealth Challenge.This episode is filled with invaluable insights that you don’t want to miss! To learn more about Jasper and his work, visit: https://www.thebuildwealthmovement.com Follow him on social media at: Instagram: https://www.instagram.com/mr_buildwealth Facebook: https://www.facebook.com/jasper.smith.9 X/Twitter: https://twitter.com/Mr_BuildWealth To learn more about Dr. Joaquin Wallace and the Generational Wealth Model, visit: https://www.drjwallace.com Follow us on social media at: Instagram: https://www.instagram.com/dr.joaquinwallace X/Twitter: https://twitter.com/_Joaquinmedia YouTube: https://youtube.com/@dr.joaquinwallace LinkedIn: https://www.linkedin.com/in/dr-joaquin-wallace-91819514

The New Wealth Wave Podcast Episode 5: Neuroscience and Reprogramming Your Financial Genetic Code With Dr. Marcia Ruben In this episode of The New Wealth Wave Podcast, we’re exploring stage two of the generational wealth model, Financial Genetic Code, with a special focus on an incredibly powerful tool: our brain. To dive deep into this fascinating topic, we're joined by the esteemed Dr. Marcia Ruben. We'll be uncovering the crucial roles of the Amygdala and hippocampus in shaping our financial genetic code and how both influence financial anxiety and financial trauma. This episode is not just informative but a unique journey into understanding how these critical brain components play a pivotal role in our financial behaviors and decisions. To learn more about Dr. Ruben and her work, visit:https://www.leadershiptangles.com Follow her on social media at: Instagram: https://www.instagram.com/docmarcia Facebook: https://www.facebook.com/leadershiptangles X/Twitter: https://twitter.com/TangleDoctor To learn more about Dr. Joaquin Wallace and the Generational Wealth Model, visit: https://www.drjwallace.com Follow us on social media at: Instagram: https://www.instagram.com/dr.joaquinwallace X/Twitter: https://twitter.com/_Joaquinmedia YouTube: https://youtube.com/@dr.joaquinwallace LinkedIn: https://www.linkedin.com/in/dr-joaquin-wallace-91819514

The New Wealth Wave Podcast - Episode 4: Generational Wealth With Martin C. Johnson, ESQ. Today we delve deep into Stage 6: Generational Wealth featuring our esteemed guest, estate planner Martin C. Johnson, ESQ. This episode promises to be a wealth of information focusing on state planning and discussing the differences between wills and trust. We will also provide you with valuable insights into the advantages and disadvantages of designing your trust as your life insurance beneficiary while exploring the significance of considering a fiduciary in your state planning journey. To learn more about Martin and his work, visit: https://www.360epi.com https://www.linkedin.com/in/martincjohnson https://www.instagram.com/martinjohnsonesq Schedule a consultation: https://calendly.com/360_361/estate-planning-initial-meeting To learn more about Dr. Joaquin Wallace and the Generational Wealth Model, visit: https://www.drjwallace.com Follow us on social media at: Instagram: https://www.instagram.com/dr.joaquinwallaceX/ Twitter: https://twitter.com/_Joaquinmedia YouTube: https://youtube.com/@dr.joaquinwallace1761 LinkedIn: https://www.linkedin.com/in/dr-joaquin-wallace-91819514

We're diving deep into the intricate layers of the seven stage generational wealth model to offer invaluable insights on legacy building, wealth accumulation and preservation and financial growth across generations. Today, we cover Stage 2 of the Generational Wealth Model, Financial Genetic Code. Download the Generational Wealth Model here to follow along: http://www.drjwallace.com/the-generational-wealth-model If you've ever found yourself stuck in paralysis by analysis or toggling between risk aversion and spending, it's time to look at the blueprints of your Financial Genetic Code. These patterns are not random; they're shaped by the experiences we've discussed in Stage 1, which now resonate in our financial decision-making and behaviors, leading to Financial Anxiety and Trauma. In Stage 2, we delve into the intricate role of neuroscience in shaping our financial behaviors, highlighting that our brains are not just organs of thought but also the architects of our financial destiny. Understanding your financial genetic code is essential in building generational wealth and recognizing how these responses manifest in our financial decisions is crucial as we move forward. To learn more about Dr. Joaquin Wallace and the Generational Wealth Model, visit: https://www.drjwallace.com/ Follow us on social media at: Instagram: https://www.instagram.com/dr.joaquinwallace/X/ Twitter: https://twitter.com/_Joaquinmedia YouTube: https://youtube.com/@dr.joaquinwallace1761 LinkedIn: https://www.linkedin.com/in/dr-joaquin-wallace-91819514/ Subscribe now to be the first to see and hear the episodes when they drop! https://podcasters.spotify.com/pod/show/the-new-wealth-wave

We're diving deep into the intricate layers of the seven stage generational wealth model to offer invaluable insights on legacy building, wealth accumulation and preservation and financial growth across generations. Today, we embark on Stage 1 of the Generational Wealth Model, translating the complicated internal and external ecosystem. Click here to download the Generational Wealth Model to follow along: https://www.drjwallace.com/the-generational-wealth-model To learn more about Dr. Joaquin Wallace and the Generational Wealth Model, visit: https://www.drjwallace.com/ Follow us on social media at: Instagram: https://www.instagram.com/dr.joaquinwallace/ X/Twitter: https://twitter.com/_Joaquinmedia YouTube: https://youtube.com/@dr.joaquinwallace1761 LinkedIn: https://www.linkedin.com/in/dr-joaquin-wallace-91819514/

Welcome to The New Wealth Wave Podcast hosted by Dr. Joaquin Wallace. We're diving deep into the intricate layers of the seven stage generational wealth model to offer invaluable insights on legacy building, wealth accumulation and preservation and financial growth across generations. Hey there, future wealth builders! We're taking off the inaugural episode, number one of the New Wealth Wave podcast. So get ready to dive deep as I unveil my generational wealth model. The model is a blend of behavioral science, solid financial knowledge, and real world insights. This seven stage model is your ticket to creating your financial footprints. Whether you're just starting or looking to level up, I've got strategies and wisdom to light up your financial path. To learn more about Dr. Joaquin Wallace and the Generational Wealth Model, visit: https://www.drjwallace.com/ Follow us on social media at: Instagram: https://www.instagram.com/dr.joaquinwallace/ X/Twitter: https://twitter.com/_Joaquinmedia YouTube: https://youtube.com/@dr.joaquinwallace1761 LinkedIn: https://www.linkedin.com/in/dr-joaquin-wallace-91819514/

Introducing 'The New Wealth Wave' Podcast, hosted by Dr. Joaquin Wallace.  We’re diving deep into the intricate layers of the Seven Stage Generational Wealth Model. Our mission? To offer you invaluable insights on legacy building and financial growth across generations.  Our guests are experts in their field and will guide us through each stage of the generational model. We’re breaking down the dynamics of wealth accumulation and preservation, and teaching you how you can apply this knowledge to your own financial journey.  The New Wealth Wave Podcast is available on Spotify, Apple Podcasts, or wherever you get your podcasts.