Understanding Financial Risks In Today’s Market with James Alexander

Understanding Financial Risks In Today’s Market with James Alexander

Author: The New Wealth Wave With Dr. Wallace April 29, 2025 Duration: 35:41
The New Wealth Wave Podcast With Dr. Wallace
BusinessEntrepreneurship

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.com

LinkedIn:

https://www.linkedin.com/in/the-new-wealth-wave-podcast/

https://www.linkedin.com/in/dr-joaquin-wallace-91819514

Instagram: https://www.instagram.com/dr.joaquinwallace

Twitter: https://twitter.com/_Joaquinmedia

YouTube: 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


Hosted by Dr. Joaquin Wallace, The New Wealth Wave Podcast With Dr. Wallace is a thoughtful exploration of what it truly means to build a lasting financial legacy. The conversations here move beyond simple investment tips to examine the foundational principles of the Seven Stage Generational Wealth Model. Each episode features discussions with seasoned experts who unpack the complexities of wealth, from its initial accumulation to its careful preservation and ultimate transfer. You'll hear practical strategies and personal stories that address the real challenges and opportunities families face when planning for the long term. This podcast serves as a guide for entrepreneurs and business-minded individuals who are thinking not just about their own success, but about creating a meaningful impact for future generations. Tune in for a nuanced perspective on turning financial resources into a sustained, multi-generational advantage.
Author: Language: English Episodes: 47

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