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/XIJwk2R5Yj4
Episode 29: Income-Focused Investing for Financial Independence with Steve Selengut
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. Full Episode: https://youtu.be/le6iRPguwjc
Episode 30: Building and Protecting Generational Wealth with Estate Planner Martin C. Johnson, Esq. Part 3
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.Full Episode: https://youtu.be/oMPTqusgAg4
Episode 31: Empowering Women through Financial Literacy with Dr. Severine Bryan
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.
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.
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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
